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Making Collaboration
Work for You

February 3, 2010
University of Chicago Booth
Alumni Club
|2



 Registration Activity

• Take a few moments to collect your thoughts before socializing.
• Identify 3 to 5 of your personal attitudes, or frames of mind that you
  carry when you enter the following collaborative environments:
  – Meeting at work
  – Meeting with perspective clients
  – Meeting of a voluntary organization (may be an environment with formal
    roles or informal roles - please specify)
• Put one attitude on each post-it note and post on white board
• Make a mental note to yourself of which frames of mind are common
  across multiple settings. No need to write out/post similar attitudes
  multiple times.




                            RK, EAS, DF collaborative production
|3



 Agenda


• Registration                                                  5:30-6:00
• Dinner                                                        6:00-6:20
• Welcome                                                       6:20-6:30
• Opening Presentation                                          6-30-7:15
• Break (Post-It Notes Review)                                  7:15-7:30
• Workshop Breakout                                             7:30-8:15
• Wrap-up                                                       8:15-8:30




                         RK, EAS, DF collaborative production
|4



 Collaboration in action


1. Who is Lee Roy Jenkins?

     http://www.youtube.com/watch?v=LkCNJRfSZBU




2.   The Best Buy story

     Best Buy’s smart use of Web 2.0 tools




       Collaborations are happening everywhere.



                                   RK, EAS, DF collaborative production
Collaboration offers a competitive advantage


     Is China an Enron?
THOMAS L. FRIEDMAN            ―Finding ways to connect with people
Published: January 19, 2010
                              and institutions possessing new
                              knowledge becomes increasingly
                              important,‖ says Hagel. ―Since there are
                              far more smart people outside any one
                              organization than inside.‖ And in today’s
                              flat world, you can now access them all.
                              Therefore, the more your company or
                              country can connect with relevant and
                              diverse sources to create new
                              knowledge, the more it will thrive. And
                              if you don’t, others will.

                               RK, EAS, DF collaborative production
Collaboration, in Context. . .

Collaboration, a Process best suited for:
–short term or focused activity
–"rapid convergence‖

              » Experience        Collective
              » Intuition         exchange/
                                                              Confident, aligned
                                  evaluation                     Decisions
              » Data




                              RK, EAS, DF collaborative production
Managing Expectations




 Technology tools offer opportunity to advance your ―work;‖
 BUT…….Quality and comprehensiveness not a necessary by-product.

              ―90% of collaboration exists in emails.‖

 Objective is to have your process naturally match the way people think and work.
 Let the process evolve to meet the needs of the collaborators. Users create their own
     ways of organizing knowledge and ―work‖ processes.

 RESULT—what you see is what you get.
 Wikis and blogs, when effective, are a work in progress rather than polished
    deliverables




                             RK, EAS, DF collaborative production
Field of Dreams


Just because you build it, or even invite people,
   don’t believe that is sufficient for people to show up

Collaboration for the sake of collaboration—just doesn’t cut it.
  it takes more than good ideas
  Even signs of moderate interest isn’t sufficient.

To realize a good collaboration…its got to be natural




                            RK, EAS, DF collaborative production
People are busy. So…….



   Incentives require that goals or expectations be apparent
        Ill or loosely defined goals or expectations provide little incentive
             to make time or add to our responsibilities

   ASK Yourself Two Critical questions

        1. Is this the best collaboration I am likely to find, taking into account the
           search costs of finding collaborations?
        2. Is this solution better that other approaches to getting what I want ,
           e.g., figuring it out myself, hiring someone who knows the answer
           given both the direct and indirect benefits of doing things in a
           collaboration.
   Twitter Example: Why Tweet?

       1)it’s an effective tool to source/share information

       2) check information availability across the Twitter network,
   Information shared first with those who are following you, but could easily be caught by
       others on the Twitter network
      3) Rapid, character limited response –making it an efficient tool too!
                                  RK, EAS, DF collaborative production
Collaboration Environment Framework


Collaboration Environment 2X2                                 Observations
                                                              • Collaborative approaches
                                                                offer an array of choices and
                                                                complex trade-offs
                                                              • Recognize that no type of
  Open                                                          collaboration is necessarily
                                                                superior to others
                                                              • Open is not always better
                                                                than closed, and flat is not
                                                                always better than
                                                                hierarchical


                                                              • Tonight, we are talking about
 Closed                                                         voluntary opportunities to
                                                                collaborate

           Hierarchical           Flat



                           RK, EAS, DF collaborative production
Finding the right collaborations to join



                                                          The right collaborations to join are ones
                                                          that have:
 # of members




                                                                1. Good structural characteristics
                                                                   which tend to predict success
                                                                2. Members who are individually
                                                                   good collaborators - or a large
                                                                   subset of members
                # high skill/content experts

          Great structure can’t compensate for lousy individual collaborators -- it won't work
          well.
          Well intentioned and good skills also can’t overcome bad set-ups.
                  –Good collaborators can find their way out of this problem... but on which do you
                  want to spend your time?
                       –"fixing the collaboration" or
                       –"getting the collaboration’s intended work done”

                                          RK, EAS, DF collaborative production
Collaborations more likely to prove useful when . . .


•   Collaborative technology tools you employ are simple and open, familiar,
    or as compatible as possible with those of the rest of the world
•   The work at hand is being shared, everybody can see everybody’s input.
    Allow people to learn to filter and sort for themselves increases their sense
    of contribution and promotes interaction
•   Build communities of trust: Think modularly, start with a few and then
    add
•   Encourage teaming: Encourage variety and adaptability, a recombination
    of options helps in the realization of an option’s value
Open collaboration is a complex — indeed, all-embracing — process, requires
   genuine commitment … and an appetite for unleashing and managing
   disruptive change.
―The widespread adoption of open collaboration, [like] the quality movement
   of the 1980s, …require deep changes in the way knowledge is controlled
   and shared — changes that have the potential to alter relationships both
   within a company and with its outside constituents….an incremental
   approach is likely to lead to short-lived improvements and eventual
   failure.”
                            RK, EAS, DF collaborative production
Structural Characteristics to Look For – Questions to Ask Yourself

1.   Does the topic matter to me (am I aligned with it)?

2.   Do I feel that I have something to contribute to it?

3.   Do I think other participants (current and future) have a lot to offer?

4.   Does the group of people already involved have close to the right skills and resources to achieve the goal?

         If not, are they aware of the problem and actively trying to fill out the collaboration?

5.   Do I think that it is already well structured and run in a way that would likely yield results, or am I willing
     and able to put the structure on it?

     Clear process including self-reflexive loops

     Open process for discussion

     Facilitated/moderated process, especially for larger groups

6.   Does the collaboration have a well-defined (and satisfactory-enough to me) goal? Or if it's vague is that OK
     with me?

      –   Clear and attainable short-term and long-term goals

7.   If the collaboration is large, is there a committed group at the core that will keep it moving forward?

8.   Is there some kind of governance structure, and am I happy with it?

      1. Example: Open Source may have a committee or person who gets to decide what's in and what doesn't
         make the cut as a contribution

      2. Executive/administrative function—the approval process (contextual to its creation, not necessarily
         overt)
                                          RK, EAS, DF collaborative production
Workshop Activity


First: Visit the wall of post-it notes and select a few you consider to be
   relevant and interesting to discuss with your group; look for ones different
   from your initial mindset (4 minutes)
Second: As a group, discuss these two questions and record and force rank
   considerations; use the below table as a model: (30 minutes)
  1. Consider a time when you were collaborating well, what were you doing?
     How were you contributing to the collaboration?
  2. Thinking about someone who strikes you as an excellent collaborator with
     whom you've collaborated; what do they do that makes them so good?

   Consideration      Forced Rank              Importance          How to Judge
   Consideration 1          2 of 5
   ...


Once groups have completed this exercise, we’ll convene to discuss each
   group’s KEY discovery

                            RK, EAS, DF collaborative production
Being the Best Collaborator / Finding other Great Collaborators


1. Define needs / self-interest well (why you are in the collaboration)
2. Be humble
3. Have a long term view
4. Know when to let go
5. When communicating
     •   Give reasons behind your thinking
     •   Be concise, patient and persistent
     •   Develop good listening skills
     •   Put a stop to domineering, interruptions and put-downs
     •   Communicate frequently, clearly and openly
     •   Acknowledge upcoming problems

6. Focus on strengths, not weaknesses
7. Accept individuals as they are and don't try to change them
8. Be understanding of each other when mistakes are made



                                   RK, EAS, DF collaborative production
In closing…..


Where to find. . .
•   Troll your networks
•   Ning communities or other COPs that have an interest in output
•   Partner up
•   Solicitations in the blogosphere
•   Engage your customers, clients, vendors


―Looking for Group‖
•   http://www.youtube.com/watch?v=L0snaJVXje0&feature=related




                            RK, EAS, DF collaborative production
WHAT’s NEXT?


March 3 Best examples of collaboration

April 21 Best working practices in collaboration – “How to” Tips
(e.g. increase participation quality on different platforms --in person,
online).


   In the next month, we encourage you to try to find some good
   collaborations—ones that meet a need you have. Use the criteria we came
   up with to evaluate both the collaboration and the collaborators to determine
   whether they will or won’t be ―good.‖

   Before you leave, take a moment to ask yourself the following and write them
   down as an objective.
    1. What do I want to achieve that maybe I could do better collaboratively?
   2. Where might I begin to look for collaborators?

   Grab a partner and share for a few minutes.

                            RK, EAS, DF collaborative production
| 18



    About the presenter/producers


•   David Friedman develops new business processes for interacting with customers and for working much more
    effectively within organizations. He is a Principal of Bridgewell Partners, a firm that focuses on helping business
    people improve their most critical business relationships. David works with professionals and salespeople on
    improving their business development results. Prior to founding Bridgewell Partners, David was a partner at
    McKinsey and Company, Inc. Contact: david.friedman@bridgewellpartners.com


•   Rachel Kaberon advances strategic decision-making by developing learning and leadership initiatives to further
    organizational effectiveness. Her independent consulting activities at Arkay Solutions blend principles of design
    and a variety of learning technologies to leverage informal or formal collaborations. In her extensive experience
    measuring and improving outcomes, her business strategy skills have helped design and implement innovative
    process and system applications for internet start-ups, social service agencies as well as consumer banking
    divisions for Citibank and JPMorganChase. She holds an MA in Public Policy from University of Chicago and has
    done doctorate work in learning theory from National-Louis. In addition to her consulting practice, she is
    currently an adjunct at IIT ID teaching a course in design policy. Contact: rkaberon@arkaysolutionsllc.com



•   Eric Siegmann is an independent consultant advising clients on how to dramatically boost their business using
    eCommerce, web 2.0, and social media tools and services. His 8 years consulting experience include work with
    new product/service development; online platform development; pricing strategy and financial modeling; and
    corporate strategy and business transformation. Industry specific work spans health care, insurance, and
    financial services. Besides being part of the Booth network, Eric is proud to be a Buckeye! Be sure to checkout
    his thoughts on eCommerce, web 2.0 and social media at http://dcinsight.typepad.com/dcinsights/
             Contact: easiegmann@gmail.com,




                                            RK, EAS, DF collaborative production

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Making Collaboration Work For you Chicago Booth 2- 3- 2010

  • 1. Making Collaboration Work for You February 3, 2010 University of Chicago Booth Alumni Club
  • 2. |2 Registration Activity • Take a few moments to collect your thoughts before socializing. • Identify 3 to 5 of your personal attitudes, or frames of mind that you carry when you enter the following collaborative environments: – Meeting at work – Meeting with perspective clients – Meeting of a voluntary organization (may be an environment with formal roles or informal roles - please specify) • Put one attitude on each post-it note and post on white board • Make a mental note to yourself of which frames of mind are common across multiple settings. No need to write out/post similar attitudes multiple times. RK, EAS, DF collaborative production
  • 3. |3 Agenda • Registration 5:30-6:00 • Dinner 6:00-6:20 • Welcome 6:20-6:30 • Opening Presentation 6-30-7:15 • Break (Post-It Notes Review) 7:15-7:30 • Workshop Breakout 7:30-8:15 • Wrap-up 8:15-8:30 RK, EAS, DF collaborative production
  • 4. |4 Collaboration in action 1. Who is Lee Roy Jenkins? http://www.youtube.com/watch?v=LkCNJRfSZBU 2. The Best Buy story Best Buy’s smart use of Web 2.0 tools Collaborations are happening everywhere. RK, EAS, DF collaborative production
  • 5. Collaboration offers a competitive advantage Is China an Enron? THOMAS L. FRIEDMAN ―Finding ways to connect with people Published: January 19, 2010 and institutions possessing new knowledge becomes increasingly important,‖ says Hagel. ―Since there are far more smart people outside any one organization than inside.‖ And in today’s flat world, you can now access them all. Therefore, the more your company or country can connect with relevant and diverse sources to create new knowledge, the more it will thrive. And if you don’t, others will. RK, EAS, DF collaborative production
  • 6. Collaboration, in Context. . . Collaboration, a Process best suited for: –short term or focused activity –"rapid convergence‖ » Experience Collective » Intuition exchange/ Confident, aligned evaluation Decisions » Data RK, EAS, DF collaborative production
  • 7. Managing Expectations Technology tools offer opportunity to advance your ―work;‖ BUT…….Quality and comprehensiveness not a necessary by-product. ―90% of collaboration exists in emails.‖ Objective is to have your process naturally match the way people think and work. Let the process evolve to meet the needs of the collaborators. Users create their own ways of organizing knowledge and ―work‖ processes. RESULT—what you see is what you get. Wikis and blogs, when effective, are a work in progress rather than polished deliverables RK, EAS, DF collaborative production
  • 8. Field of Dreams Just because you build it, or even invite people, don’t believe that is sufficient for people to show up Collaboration for the sake of collaboration—just doesn’t cut it. it takes more than good ideas Even signs of moderate interest isn’t sufficient. To realize a good collaboration…its got to be natural RK, EAS, DF collaborative production
  • 9. People are busy. So……. Incentives require that goals or expectations be apparent Ill or loosely defined goals or expectations provide little incentive to make time or add to our responsibilities ASK Yourself Two Critical questions 1. Is this the best collaboration I am likely to find, taking into account the search costs of finding collaborations? 2. Is this solution better that other approaches to getting what I want , e.g., figuring it out myself, hiring someone who knows the answer given both the direct and indirect benefits of doing things in a collaboration. Twitter Example: Why Tweet? 1)it’s an effective tool to source/share information 2) check information availability across the Twitter network, Information shared first with those who are following you, but could easily be caught by others on the Twitter network 3) Rapid, character limited response –making it an efficient tool too! RK, EAS, DF collaborative production
  • 10. Collaboration Environment Framework Collaboration Environment 2X2 Observations • Collaborative approaches offer an array of choices and complex trade-offs • Recognize that no type of Open collaboration is necessarily superior to others • Open is not always better than closed, and flat is not always better than hierarchical • Tonight, we are talking about Closed voluntary opportunities to collaborate Hierarchical Flat RK, EAS, DF collaborative production
  • 11. Finding the right collaborations to join The right collaborations to join are ones that have: # of members 1. Good structural characteristics which tend to predict success 2. Members who are individually good collaborators - or a large subset of members # high skill/content experts Great structure can’t compensate for lousy individual collaborators -- it won't work well. Well intentioned and good skills also can’t overcome bad set-ups. –Good collaborators can find their way out of this problem... but on which do you want to spend your time? –"fixing the collaboration" or –"getting the collaboration’s intended work done” RK, EAS, DF collaborative production
  • 12. Collaborations more likely to prove useful when . . . • Collaborative technology tools you employ are simple and open, familiar, or as compatible as possible with those of the rest of the world • The work at hand is being shared, everybody can see everybody’s input. Allow people to learn to filter and sort for themselves increases their sense of contribution and promotes interaction • Build communities of trust: Think modularly, start with a few and then add • Encourage teaming: Encourage variety and adaptability, a recombination of options helps in the realization of an option’s value Open collaboration is a complex — indeed, all-embracing — process, requires genuine commitment … and an appetite for unleashing and managing disruptive change. ―The widespread adoption of open collaboration, [like] the quality movement of the 1980s, …require deep changes in the way knowledge is controlled and shared — changes that have the potential to alter relationships both within a company and with its outside constituents….an incremental approach is likely to lead to short-lived improvements and eventual failure.” RK, EAS, DF collaborative production
  • 13. Structural Characteristics to Look For – Questions to Ask Yourself 1. Does the topic matter to me (am I aligned with it)? 2. Do I feel that I have something to contribute to it? 3. Do I think other participants (current and future) have a lot to offer? 4. Does the group of people already involved have close to the right skills and resources to achieve the goal?  If not, are they aware of the problem and actively trying to fill out the collaboration? 5. Do I think that it is already well structured and run in a way that would likely yield results, or am I willing and able to put the structure on it? Clear process including self-reflexive loops Open process for discussion Facilitated/moderated process, especially for larger groups 6. Does the collaboration have a well-defined (and satisfactory-enough to me) goal? Or if it's vague is that OK with me? – Clear and attainable short-term and long-term goals 7. If the collaboration is large, is there a committed group at the core that will keep it moving forward? 8. Is there some kind of governance structure, and am I happy with it? 1. Example: Open Source may have a committee or person who gets to decide what's in and what doesn't make the cut as a contribution 2. Executive/administrative function—the approval process (contextual to its creation, not necessarily overt) RK, EAS, DF collaborative production
  • 14. Workshop Activity First: Visit the wall of post-it notes and select a few you consider to be relevant and interesting to discuss with your group; look for ones different from your initial mindset (4 minutes) Second: As a group, discuss these two questions and record and force rank considerations; use the below table as a model: (30 minutes) 1. Consider a time when you were collaborating well, what were you doing? How were you contributing to the collaboration? 2. Thinking about someone who strikes you as an excellent collaborator with whom you've collaborated; what do they do that makes them so good? Consideration Forced Rank Importance How to Judge Consideration 1 2 of 5 ... Once groups have completed this exercise, we’ll convene to discuss each group’s KEY discovery RK, EAS, DF collaborative production
  • 15. Being the Best Collaborator / Finding other Great Collaborators 1. Define needs / self-interest well (why you are in the collaboration) 2. Be humble 3. Have a long term view 4. Know when to let go 5. When communicating • Give reasons behind your thinking • Be concise, patient and persistent • Develop good listening skills • Put a stop to domineering, interruptions and put-downs • Communicate frequently, clearly and openly • Acknowledge upcoming problems 6. Focus on strengths, not weaknesses 7. Accept individuals as they are and don't try to change them 8. Be understanding of each other when mistakes are made RK, EAS, DF collaborative production
  • 16. In closing….. Where to find. . . • Troll your networks • Ning communities or other COPs that have an interest in output • Partner up • Solicitations in the blogosphere • Engage your customers, clients, vendors ―Looking for Group‖ • http://www.youtube.com/watch?v=L0snaJVXje0&feature=related RK, EAS, DF collaborative production
  • 17. WHAT’s NEXT? March 3 Best examples of collaboration April 21 Best working practices in collaboration – “How to” Tips (e.g. increase participation quality on different platforms --in person, online). In the next month, we encourage you to try to find some good collaborations—ones that meet a need you have. Use the criteria we came up with to evaluate both the collaboration and the collaborators to determine whether they will or won’t be ―good.‖ Before you leave, take a moment to ask yourself the following and write them down as an objective. 1. What do I want to achieve that maybe I could do better collaboratively? 2. Where might I begin to look for collaborators? Grab a partner and share for a few minutes. RK, EAS, DF collaborative production
  • 18. | 18 About the presenter/producers • David Friedman develops new business processes for interacting with customers and for working much more effectively within organizations. He is a Principal of Bridgewell Partners, a firm that focuses on helping business people improve their most critical business relationships. David works with professionals and salespeople on improving their business development results. Prior to founding Bridgewell Partners, David was a partner at McKinsey and Company, Inc. Contact: david.friedman@bridgewellpartners.com • Rachel Kaberon advances strategic decision-making by developing learning and leadership initiatives to further organizational effectiveness. Her independent consulting activities at Arkay Solutions blend principles of design and a variety of learning technologies to leverage informal or formal collaborations. In her extensive experience measuring and improving outcomes, her business strategy skills have helped design and implement innovative process and system applications for internet start-ups, social service agencies as well as consumer banking divisions for Citibank and JPMorganChase. She holds an MA in Public Policy from University of Chicago and has done doctorate work in learning theory from National-Louis. In addition to her consulting practice, she is currently an adjunct at IIT ID teaching a course in design policy. Contact: rkaberon@arkaysolutionsllc.com • Eric Siegmann is an independent consultant advising clients on how to dramatically boost their business using eCommerce, web 2.0, and social media tools and services. His 8 years consulting experience include work with new product/service development; online platform development; pricing strategy and financial modeling; and corporate strategy and business transformation. Industry specific work spans health care, insurance, and financial services. Besides being part of the Booth network, Eric is proud to be a Buckeye! Be sure to checkout his thoughts on eCommerce, web 2.0 and social media at http://dcinsight.typepad.com/dcinsights/ Contact: easiegmann@gmail.com, RK, EAS, DF collaborative production