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Midnight Lunch: How Context and
Coherence Propelled Edison's
Collaboration Success


 Sarah Miller Caldicott
 CEO, Power Patterns of Innovation

 Great grandniece of Thomas Edison

 Books: Innovate Like Edison
        Inventing the Future
        Midnight Lunch




                                     © 2007 - 2013 Sarah Miller Caldicott
America’s Greatest Innovator,
 Thomas Edison: 1847-1931




                      © 2007 - 2013 Sarah Miller Caldicott
Miller/Edison Heritage




                                     Robert Anderson Miller

                Mina Miller Edison


 Lewis Miller
                                      © 2007 - 2013 Sarah Miller Caldicott
Researching Edison’s Life and Work




The Edison Papers Archives at Rutgers University
                                    © 2007 - 2013 Sarah Miller Caldicott
Edison Built New Markets


  Pioneered 6 industries, billions in market value

  Document duplication (1873)
  Telecommunications (1876)
  Recorded sound (1877)
  Electrical power (1879)
  The Movies (1893)
  Storage Battery (1903)



Midnight Lunch                         © 2007 - 2013 Sarah Miller Caldicott
Without Collaboration, Innovation Stalls

 Today’s Conversation

• Shifts in global environment

• Why collaboration is crucial

• The power of context

• Creating coherent teams
New Book: Midnight Lunch (Wiley)

Learn how to collaborate in 21st Century

How did Thomas Edison develop
winning innovation teams?

What new skills would Edison
advocate for the digital age?

                Midnight Lunch
                in Jan ‘13 edition
                of Fast Company!

                 bit.ly/VY7GkP Book

                 bit.ly/TlUz9r   Article
World Innovation Forum

 Changes in global playing field for business

• C.K. Prahalad: “Global Reset” (2009)

• Familiar business models shifting
    – Media, Finance, Energy, Retail

• Merging of strategy, innovation,
  value creation

• New ability of organizations to create with customers

• “Anticipate and create” vs. “Sense and respond”
Trends Propelling Collaboration

 Collaboration central to staying relevant

• Rishad Tobaccowala - VivaKi
  - Chief Strategy & Innovation Officer

  1. Staying relevant
  2. Innovating
  3. Attracting and retaining talent

• Collaboration essential to all 3

• Edison’s use of flat teams to
  power collaboration can help us today
Trends Propelling Collaboration

 Shifts in composition of the global workforce

• 1 billion working age adults: 2020
   - Gen Y to dominate: 2025

• Proliferation of smart devices:
   - > 5 billion mobile phones globally
   - Desire to “be connected”

• Virtual teams increasingly popular
  - 40% now in virtual teams (Forrester, 2012)
  - 56% in three years

• Organizational hierarchies flattening
Edison’s 4 Phases of True Collaboration™

 Collaboration powered Edison’s innovation success

• Phase 1: Capacity

• Phase 2: Context (TODAY)

• Phase 3: Coherence (TODAY)

• Phase 4: Complexity
Edison Saw Collaboration As…




 Applying discovery learning
 within a context of complexity,
 inspired by a common goal or a
 shared purpose.




                                   © 2007 - 2013 Sarah Miller Caldicott
Collaboration vs. Teamwork

Collaboration and teamwork are NOT the same

“Collaboration is not the same thing as
 teamwork. Teamwork is simply doing
 your part. Collaboration involves leveraging
 the power of every individual to bring out
 each other’s strengths and differences.”

        - Greg Cox, President,
          Dale Carnegie Training - Chicago




                                                © 2007 - 2013 Sarah Miller Caldicott
Phase 1: Capacity

 Edison transformed employees into colleagues

• Ritual blending social,
 scientific language

• Low “social distance”

• Midnight lunches

• Generated trust, deep exchange via small teams

• Without Phase 1, all the other three Phases are harder
Phase 2: Context

 Solutions Through Discovery Learning vs. Tasks

• Activate the brain’s “creating centers”

• Solo Meld:
  - Reading, analogical thinking,
    preliminary questions
     “Are light and electricity related?”

• Mental models and flawed thinking

• Examining “how you think” (Peter Senge)
Solo Meld

 Evaluate your mental model first

• Failure: electronic vote recorder

• Edison re-evaluated his thinking:

  1.   I am seeking utility
  2.   I will address needs
  3.   I am seeking radical solutions
  4.   I desire creative freedom
  5.   I am open to discovering new phenomena
Group Meld: Questions & Dialogue


Form master questions – not problem statements
Casual team dialogue engages creating
centers of the brain

- “How do substances burn?”

- “How does the eye perceive motion?”

- “How can I capture sound so it can be
  replayed again and again?”
Form Hypotheses

Context allows creation from future states

Explore master question by forming
hypotheses: if/then statements

  - If we could minimize…then…

  - If it would be possible to… then…

  - If we could increase the amount
     of … then …

  - “If I can mechanically capture sound, then I can create
     a commercial market”
Edison’s Botanic Laboratory - Ft. Myers, FL




                               © 2007 - 2013 Sarah Miller Caldicott
Edison Valued Experimentation

    Context emerges when solutions are still forming

• Don’t lock down too soon

• Platform of discovery, not tasks

• Dialogue: share outcomes, scenarios

• “No experiments are useless.”
             - Thomas Edison

•   Experimentation: common currency
Prototypes Embed Discovery Learning

Practice risk-taking, hands-on engagement

• Faster “learning cycles” by
  combining experiments,
  prototyping

• Iterating allows us to
  “anticipate and create”

• Many prototypes possible:
  • Notebooks
  • Video
  • Narrative
  • 3D
Phase 3: Coherence


 Diverse forms of leadership are essential
• Inspirational leadership
  - Different from “command and control”

“An inspirational leader anchors you
 at the starting point and at the ending
 point. The distance between those
 points feels long, it feels far.
 It feels impossible.”
                  - Greg Cox, President
                 Dale Carnegie, Chicago
Importance of Shoulder-to-Shoulder Leaders

Bridge knowledge assets within and across teams

• These leaders “emerge”
• Build innovation momentum within
  and across teams
• Catalysts:
     - Collegiality
     - Optimism
     - Expertise

• Microcultures
     - Microsoft Kinect
     - 3M - GRIT
Create a Culture of Progress

For Edison, diverse factors were linked to progress

Experimentation = Progress:

 “The only way to keep ahead of the procession
  is to experiment. If you don’t, the other fellow
  will. When there’s no experimenting there’s
  no progress. Stop experimenting and you
  go backward.”

Today:
  - Multi-generational workforce
  - Diverse definitions of progress: title, pay, tenure, span-of-
    control, “meaning”
How We Cognitively “Process” Progress

Progress links to purpose, the meaning of daily work

• “The Power of Small Wins”
  - Theresa Amabile and Steve Kramer

• Consciously communicate progress

• Transparency crucial: Gen Y
    - Not all the news has to be good

• Empowers shoulder-to-shoulder leaders

• EDISON ENABLED TEAMS TO OWN THEIR GOALS
Collaboration a Crucial Superskill

Foundations for Collaboration to Thrive


• Connecting small, diverse groups
• Create collegiality

• Develop new context: solo, group
• Experiments, questioning, hypotheses

• Coherence through common content
• Shoulder-to-shoulder leadership
• OWNING GOALS
Do a Team.Read™ of Midnight Lunch


 Continue momentum - Edison’s Birthday Week
• Do a Midnight Lunch Team.Read with
  your team or group
    • LinkedIn groups
    • Project teams
    • Blog groups
    • “4 phases of collaboration in 4 weeks”
• Purchase copies of Midnight Lunch
  - www.powerpatterns.com/Books
• Receive a free Team.Read workbook
  and Midnight Lunch™ Kit!
Expand Your Network
                                             Sarah Miller Caldicott
                                      CEO, The Power Patterns of Innovation
                               info@powerpatterns.com | www.powerpatterns.com

                              Twitter: @sarahcaldicott | LinkedIn: Sarah Caldicott
                                    Facebook: Power Patterns of Innovation
                                       Fast Company article: bit.ly/TlUz9r

                          YouTube book trailer: bit.ly/UTBFN8
                          Book Slideshare: slidesha.re/YpH0wz
                     Book purchase: www.powerpatterns.com/Books
          Midnight Lunch (Wiley) also available from Amazon, major book sellers




©2007 - 2013 Sarah Miller Caldicott

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Midnight Lunch: Collaboration and Coherence - Edison Webinar Feb 18 2013

  • 1. Midnight Lunch: How Context and Coherence Propelled Edison's Collaboration Success Sarah Miller Caldicott CEO, Power Patterns of Innovation Great grandniece of Thomas Edison Books: Innovate Like Edison Inventing the Future Midnight Lunch © 2007 - 2013 Sarah Miller Caldicott
  • 2. America’s Greatest Innovator, Thomas Edison: 1847-1931 © 2007 - 2013 Sarah Miller Caldicott
  • 3. Miller/Edison Heritage Robert Anderson Miller Mina Miller Edison Lewis Miller © 2007 - 2013 Sarah Miller Caldicott
  • 4. Researching Edison’s Life and Work The Edison Papers Archives at Rutgers University © 2007 - 2013 Sarah Miller Caldicott
  • 5. Edison Built New Markets Pioneered 6 industries, billions in market value Document duplication (1873) Telecommunications (1876) Recorded sound (1877) Electrical power (1879) The Movies (1893) Storage Battery (1903) Midnight Lunch © 2007 - 2013 Sarah Miller Caldicott
  • 6. Without Collaboration, Innovation Stalls Today’s Conversation • Shifts in global environment • Why collaboration is crucial • The power of context • Creating coherent teams
  • 7. New Book: Midnight Lunch (Wiley) Learn how to collaborate in 21st Century How did Thomas Edison develop winning innovation teams? What new skills would Edison advocate for the digital age? Midnight Lunch in Jan ‘13 edition of Fast Company! bit.ly/VY7GkP Book bit.ly/TlUz9r Article
  • 8. World Innovation Forum Changes in global playing field for business • C.K. Prahalad: “Global Reset” (2009) • Familiar business models shifting – Media, Finance, Energy, Retail • Merging of strategy, innovation, value creation • New ability of organizations to create with customers • “Anticipate and create” vs. “Sense and respond”
  • 9. Trends Propelling Collaboration Collaboration central to staying relevant • Rishad Tobaccowala - VivaKi - Chief Strategy & Innovation Officer 1. Staying relevant 2. Innovating 3. Attracting and retaining talent • Collaboration essential to all 3 • Edison’s use of flat teams to power collaboration can help us today
  • 10. Trends Propelling Collaboration Shifts in composition of the global workforce • 1 billion working age adults: 2020 - Gen Y to dominate: 2025 • Proliferation of smart devices: - > 5 billion mobile phones globally - Desire to “be connected” • Virtual teams increasingly popular - 40% now in virtual teams (Forrester, 2012) - 56% in three years • Organizational hierarchies flattening
  • 11. Edison’s 4 Phases of True Collaboration™ Collaboration powered Edison’s innovation success • Phase 1: Capacity • Phase 2: Context (TODAY) • Phase 3: Coherence (TODAY) • Phase 4: Complexity
  • 12. Edison Saw Collaboration As… Applying discovery learning within a context of complexity, inspired by a common goal or a shared purpose. © 2007 - 2013 Sarah Miller Caldicott
  • 13. Collaboration vs. Teamwork Collaboration and teamwork are NOT the same “Collaboration is not the same thing as teamwork. Teamwork is simply doing your part. Collaboration involves leveraging the power of every individual to bring out each other’s strengths and differences.” - Greg Cox, President, Dale Carnegie Training - Chicago © 2007 - 2013 Sarah Miller Caldicott
  • 14. Phase 1: Capacity Edison transformed employees into colleagues • Ritual blending social, scientific language • Low “social distance” • Midnight lunches • Generated trust, deep exchange via small teams • Without Phase 1, all the other three Phases are harder
  • 15. Phase 2: Context Solutions Through Discovery Learning vs. Tasks • Activate the brain’s “creating centers” • Solo Meld: - Reading, analogical thinking, preliminary questions  “Are light and electricity related?” • Mental models and flawed thinking • Examining “how you think” (Peter Senge)
  • 16. Solo Meld Evaluate your mental model first • Failure: electronic vote recorder • Edison re-evaluated his thinking: 1. I am seeking utility 2. I will address needs 3. I am seeking radical solutions 4. I desire creative freedom 5. I am open to discovering new phenomena
  • 17. Group Meld: Questions & Dialogue Form master questions – not problem statements Casual team dialogue engages creating centers of the brain - “How do substances burn?” - “How does the eye perceive motion?” - “How can I capture sound so it can be replayed again and again?”
  • 18. Form Hypotheses Context allows creation from future states Explore master question by forming hypotheses: if/then statements - If we could minimize…then… - If it would be possible to… then… - If we could increase the amount of … then … - “If I can mechanically capture sound, then I can create a commercial market”
  • 19. Edison’s Botanic Laboratory - Ft. Myers, FL © 2007 - 2013 Sarah Miller Caldicott
  • 20. Edison Valued Experimentation Context emerges when solutions are still forming • Don’t lock down too soon • Platform of discovery, not tasks • Dialogue: share outcomes, scenarios • “No experiments are useless.” - Thomas Edison • Experimentation: common currency
  • 21. Prototypes Embed Discovery Learning Practice risk-taking, hands-on engagement • Faster “learning cycles” by combining experiments, prototyping • Iterating allows us to “anticipate and create” • Many prototypes possible: • Notebooks • Video • Narrative • 3D
  • 22. Phase 3: Coherence Diverse forms of leadership are essential • Inspirational leadership - Different from “command and control” “An inspirational leader anchors you at the starting point and at the ending point. The distance between those points feels long, it feels far. It feels impossible.” - Greg Cox, President Dale Carnegie, Chicago
  • 23. Importance of Shoulder-to-Shoulder Leaders Bridge knowledge assets within and across teams • These leaders “emerge” • Build innovation momentum within and across teams • Catalysts: - Collegiality - Optimism - Expertise • Microcultures - Microsoft Kinect - 3M - GRIT
  • 24. Create a Culture of Progress For Edison, diverse factors were linked to progress Experimentation = Progress: “The only way to keep ahead of the procession is to experiment. If you don’t, the other fellow will. When there’s no experimenting there’s no progress. Stop experimenting and you go backward.” Today: - Multi-generational workforce - Diverse definitions of progress: title, pay, tenure, span-of- control, “meaning”
  • 25. How We Cognitively “Process” Progress Progress links to purpose, the meaning of daily work • “The Power of Small Wins” - Theresa Amabile and Steve Kramer • Consciously communicate progress • Transparency crucial: Gen Y - Not all the news has to be good • Empowers shoulder-to-shoulder leaders • EDISON ENABLED TEAMS TO OWN THEIR GOALS
  • 26. Collaboration a Crucial Superskill Foundations for Collaboration to Thrive • Connecting small, diverse groups • Create collegiality • Develop new context: solo, group • Experiments, questioning, hypotheses • Coherence through common content • Shoulder-to-shoulder leadership • OWNING GOALS
  • 27. Do a Team.Read™ of Midnight Lunch Continue momentum - Edison’s Birthday Week • Do a Midnight Lunch Team.Read with your team or group • LinkedIn groups • Project teams • Blog groups • “4 phases of collaboration in 4 weeks” • Purchase copies of Midnight Lunch - www.powerpatterns.com/Books • Receive a free Team.Read workbook and Midnight Lunch™ Kit!
  • 28. Expand Your Network Sarah Miller Caldicott CEO, The Power Patterns of Innovation info@powerpatterns.com | www.powerpatterns.com Twitter: @sarahcaldicott | LinkedIn: Sarah Caldicott Facebook: Power Patterns of Innovation Fast Company article: bit.ly/TlUz9r YouTube book trailer: bit.ly/UTBFN8 Book Slideshare: slidesha.re/YpH0wz Book purchase: www.powerpatterns.com/Books Midnight Lunch (Wiley) also available from Amazon, major book sellers ©2007 - 2013 Sarah Miller Caldicott