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THE KNOWLEDGE CONSULTANT AS STORY-GATHERER







THE
KNOWLEDGE CONSULTANT AS
STORY-GATHERER

THE
KNOWLEDGE CONSULTANT AS
STORY-GATHERER
07/26/2004 02:34 PM

notebookDave Snowden has a lot of nerve. The founder of the IBM Cynefin Centre doesn't stop at saying that collecting 'best practices' and most other accepted Knowledge Management activities are largely fruitless (he makes an exception for standard practices in highly prescriptive jobs, and proven, authorized practices in high-risk and high-security situations). He is almost as disdainful of many of the idealistic goals of Personal Knowledge Management -- helping front-line workers to do their jobs more simply and effectively and to find experts they can draw on and network with. If the tools to do PKM aren't adequate, he maintains, the answer is to create better tools, not show people how to use deficient ones (and creating tools is IT's job, not KM's). One of the things he thinks KM should be doing is helping management understand and lead their organizations more effectively. Management is, after all, the group paying for organizations' KM activities, and a group that is, in most organizations, far from happy with what KM has delivered. Snowden argues that the best way for KM to help management is to be a kind of 'cultural anthropologist' in the organization you are working in or advising.

One of the ways anthropologists study and understand tribes is by listening to and gathering stories. Analogously, Snowden says, it's important that KM people get out and spend time on the front lines really understanding what the organization's real stories are -- not the ones that appear in the mission statement or the company newsletter, which say what management wishes the company culture was, but the peer-to-peer stories that truly define the organizational culture, drive what people really believe and do and how they act, and make the company, for better and for worse, what it truly is. To gather those stories, you must be as honest as an anthropologist, not try to do it surreptitiously, because people only tell the real stories to people who have gained and earned their trust. Snowden has developed very sophisticated and rigorous processes for doing so, which he details in his 'masterclass' called Using Narrative in Organisational Change,, which you can now buy on CD-ROM.

In Thomas King's book The Truth About Stories, King argues that if you want to change a culture, you need to change its story, because that's all a culture is. I don't know that Snowden would disagree, but he would argue, I think, that changing an organization's real stories is not so easy. That's why mission statements don't work -- they're wishful thinking, myths that management would like to believe everyone buys and is motivated by, but really aren't. If you're in management, he says, you don't change the stories, he says, you understand them, then you act on them, and then you make them your own, retelling them in your own way so that you show the people in the front lines of the organization that you understand the real culture of the organization (and the real problems of front-line workers). In so doing you harness the astonishing power of 'true' stories.

Snowden is acutely aware of the overt class distinctions in Britain that make trust, and hence collecting stories, hard to achieve. While some of us in Europe and North America might argue that our class distinctions are not as formidable barriers as they are in the UK, I think this would be a mistake. Americans, I have observed, make a great effort to pretend that class distinctions don't exist or are permeable, by allowing everyone to use first names, for example, when in fact the hierarchies are at least as strict as they are in the UK. The only real difference is that the determinants and clues of status are subtler -- a bit more tied to wealth and the circles you move in and a bit less pre-determined by heredity. But trust is still deepest peer-to-peer and extremely hard to earn and sustain between management (or their henchman consultants and head-office lackeys) and front-line people. That is perhaps why management is in a constant quandary over decentralizing -- it clearly improves productivity, innovativeness, morale and work effectiveness, but it allows people that management doesn't really trust more control and autonomy, and perhaps even allows them to develop -- heaven forbid -- their own organizational culture. The reality, as Snowden argues, is that management is never in charge of organizational culture, that people behave the way they do partly because they've learned it's the most effective way to do their unique job and partly in their own self-interest, and not because it's in the procedure manual or the role description or aligned with the mission statement or the strategic plan.

Once you have collected the true stories in an unbiased manner (Snowden carefully explains how to remove bias, so you don't get 'fed' just what you want to hear or put your own personal 'spin' on the story), the next step is to act on them. Stories tell management important information about what works, and, more importantly, what doesn't work, in the organization. A lot of stories are about how people have solved problems that management hasn't addressed, or which management has in fact created. These are often very comical or very heroic stories that not only have important messages for management, but illustrate exemplary behaviour that management may not realize it's not rewarding, or actually inhibiting. It is critical, Snowden says, to make sure you understand the stories, and to collect and organize and ponder a lot of stories, before charging in and making changes that misconstrue the organizational culture, impede rather than help, and destroy forever the trust that the story-gatherer built up to capture this critical information.

And finally, once management has acted carefully and conscientiously on the learnings from the stories, they can actually make these stories their own, not by retelling them in the same words and context as they heard them (that would be disingenuous, a form of intellectual property theft), and not by appropriating them and making models and heroes of their protagonists (that could make the poor protagonists look like head office plants), but by conveying the same messages and lessons with stories from their own personal work context. Crafting such stories is a complex, rigorous and skillful process, and explaining this process takes up much of Snowden's 'masterclass' time. There are different types of stories, like fables, myths and viruses, each with a different purpose and different construction (the course provides templates of each). Even more important is the testing of stories by telling and having others retell them until they are perfected. The impact of an executive telling employees a real story about the organization, credibly and powerfully, can be profound, even transformational. Just imagine -- instead of the boss telling his/her people what to do, and evaluating them on his/her perception of their 'performance' in doing so, picture the boss explaining that he/she understood exactly why his/her people were doing what they were doing, and offering constructive ideas on how management could make the employee's job easier and more effective. Management supporting the staff instead of the other way around. Hey, I know it's a 90s idea and is out of fashion again these days, but stories, properly collected and interpreted by trained KM practitioners, can make it possible.

I hope Dave won't object to my sharing one of his stories to illustrate this -- it's hard to write about stories without at least one example. He describes a group of public service utility workers who are subjected to a consultant's efficiency review, which leads to them being given fewer work breaks and being given networked PCs to allow them to save time travelling into the office for paperwork between jobs. What the consultant didn't realize (and what the careful collection of stories finally revealed) was that these workers shared vital information about how to do their jobs properly during these work breaks and office visits, and this information either couldn't (because it's highly contextual and needs conversation to convey effectively) or wouldn't (because of the lack of trust of how stuff posted publicly might be used by management) be captured in databases or messages on their new PCs. So the workers found a surreptitious place for unofficial work breaks and a surreptitious place for 'offline' documentation of information they wanted to share with peers, 'working around' the consultant's well-meaning but wrong-headed and dysfunctional change proposals. [Dave makes this into a long and wonderful story with a brilliant punch line, a resolution in which management finally learns from this mistake and turns it to astonishing advantage, and since I'm not telling a story here, I won't spoil it -- get the CD-ROM to hear the story completely and properly.] But the point is that the organizational culture is what it is, and usually for a good reason, and it's vital to understand that culture by collecting the stories that reveal it, before you try to change processes or behaviour, or the change effort will inevitably fail, as almost every organizational change effort does.

I got out of the KM business last December, and since then I've toyed with the idea of becoming a new-age KM or PKM consultant, but then decided I'd had enough of this well-intentioned but endlessly-struggling discipline. But I recognize that there's still important KM work that could and should be done. While I agree that PKM needs better tools much more than it needs process improvement consulting, I still think there is much promise in Personal Productivity Improvement as an offshoot of KM. And now Dave has convinced me that the exercise of capturing and interpreting and acting on an organization's real stories would be worthwhile, especially for large organizations. But I think calling it Cultural Anthropology or Story-Gathering is a non-starter -- try to sell CEOs something with that woolly a name these days and you'll starve. What could we call it that would be accurate and still compelling to CEOs who don't, yet, get what it's all about?




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A THEORY OF
KNOWLEDGE, AND HOW IT COULD SAVE THE
WORLD


A THEORY OF
KNOWLEDGE, AND HOW IT COULD SAVE THE
WORLD
08/30/2004 05:29 PM
theory of knowledgeDuring my ten years as a Chief Knowledge Officer, I spent a lot of time trying to figure out how people should use knowledge, and to some extent how people learn, but it never occurred to me to develop an overarching 'theory of knowledge' until I decided to write a book called The Cost of Not Knowing. This article summarizes that theory.

This is not a new epistemology. I am disinterested in academic arguments that use language, a clumsy and artificial abstraction, to try to justify theories that to me are needlessly complex, counter-intuitive and of no practical use. For students of philosophy, and I'm sure this will come as no surprise to my regular readers, my theory is consistent with Maurice Merleau-Ponty's phenomenological view of epistemology. For those interested in the philosophical basis for this theory, I would recommend David Abram's Spell of the Sensuous, much of which is devoted to explaining Merleau-Ponty's philosophy. I'm merely interested in its practical implications, in work and in life.

My theory starts with learning. Learning is the process of direct and indirect experience and observation, and knowledge is simply the personal, collected, internalized result of learning. We learn in different ways (fig.1): The best way is through active participation, which engages all our senses in the learning experience. Next best is observation, where we see or hear but where some of our senses are not engaged. The least effective way is second-hand, through communication of reports from someone else. When a squirrel learns, by personal trial and error, how to defeat a baffle on a bird feeder, this is powerful knowledge, well retained and employed. When that squirrel instead watches another squirrel show how to do it, the knowledge is less valuable, less credible. The observing squirrel may not be able to replicate the other squirrel's moves, and the method may not be the best one for the observing squirrel, which may have a different body-weight or dexterity than the demonstrating squirrel's. And if one squirrel merely tells another, unfamiliar squirrel of the presence of food in a bird-feeder 'over there' that can be accessed by navigating around the baffle, that knowledge is even less valuable. The squirrel listening may doubt whether the baffle was or even can be overcome -- perhaps this second-hand report is merely bragging or a ruse on the part of the reporting squirrel.

In human activities, we now get almost all of our knowledge second-hand, through books, newspapers, television and online, and its relative lack of credibility causes us to develop and assign a trust 'rating' to different sources, based on how often, in our experience and that of others we trust, that report has turned out to be accurate or useful. A blogroll is one manifestation of that need to rate the trust-worthiness of second-hand sources of knowledge. Schools, unfortunately, now provide almost all learning second-hand, and it is not surprising that 'field trips' are so loved by students -- an experience to learn something first-hand. It is also not surprising that the most effective and credible form of second-hand report is the story, which conveys knowledge in a way highly analogous to the way we might have experienced it personally.

Why do we learn? The squirrel learns in order to survive -- by direct participation at first in play and then, often by observing its parents, in gathering food, building a nest etc. The squirrel draws as well on instinctive knowledge, which is coded in its DNA as an evolutionary advantage, which 'teaches' it the knowledge of its ancestors, for example to 'freeze' when it senses a predator species, which is often more effective than fleeing predators whose eyesight is attuned to motion, more than shape. That instinctive knowledge also tells it at what point, as the predator approaches, to flee, based on its ancestors' cumulative learnings of that point at which the probability of evasion through flight begins to exceed the probability of non-detection by the predator. Instinctive knowledge doesn't need to be learned, so it doesn't appear on fig.1 above. We're born with it.

In natural systems, where the community, the physical area in which animals spend their entire lives, is small and almost completely 'knowable', we learn only to survive and make a living, and because nature has evolved us, as an adaptive mechanism, to find learning fun (fig.2). In such closed systems, we can get almost all the knowledge we need from direct experience and observation, and from our instincts -- there is little need to rely on second-hand reports as a source of learning. As that physical area that we need to know to survive increases, we can no longer get by with direct experience and observation, so we need to evolve languages to convey more and more knowledge second-hand. Our society becomes inevitably more interdependent, and in addition to survival there are now three more reasons to learn:
  • To be a responsible citizen of that society we need to know as much as possible. Crows have fairly sophisticated and interdependent social structures, with 'travellers' that move back and forth between different crow communities, carrying information about the location of food and predators with them, and they have developed appropriately sophisticated languages to convey that second-hand knowledge. In fact, they have developed 'body' languages and sounds that communicate the location of food to other species (notably wolves and indigenous humans) on which they depend (since their claws are not strong enough to tear flesh and kill, they locate food for other species that can, and then eat the leftovers).
  • To be an intelligent consumer we need to know enough to evaluate our choices. In a society where you don't just eat what you kill and live where your ancestors did, there are often more choices than we can try out through direct personal experience.
  • To understand our purpose we need to learn as much as possible about our physical world and the history of life in it. We have an instinctive desire to understand how and why things are, which serves an evolutionary purpose -- it helps us to survive. As we assimilate more and more knowledge we assemble patterns and theories about how and why things are. These are belief systems (fig. 3). When early man observed how nature automatically corrected population and resource imbalances quickly and painlessly, he began to believe in a higher power. When more recently he invented civilization, a 'man-made' way to live apart from nature, he developed new, anthropocentric belief systems to justify and explain this new 'separate' purpose for living. Belief systems so powerful that they allow us to tolerate, and even celebrate, incredible suffering, and to ignore and disregard our intuitive knowledge, which is inconsistent with these belief systems.
So where does all this get us? Of what practical import is this theory? My prospective book is about the cost of not knowing, and that is the 'so what' of this theory:
  • Because we did not know the degree to which extreme and sustained suffering and outrage perverts the human mind, and the malleability of those minds, we allowed the slaughter of nearly a million innocent civilians in Rwanda in 1994, and of nearly 3000 in the US in 2001.
  • Because we did not know the consequences of reliance on catastrophic agriculture, we allowed millions to die in the Irish potato famine, eighty million more to die of starvation in China during Mao's Great Leap Forward, and the horrendous threats posed today by BSE (Mad Cow), the Asian bird flu, and as-yet-unevolved diseases and pests that prey on massive concentrated quantities of astonishingly homogenous, vulnerable human foods.
  • Because we did not know that nature uses diseases to winnow overcrowding, and that these diseases will always evolve faster than we can prevent or treat them, we allowed half the people of Europe to die in the Plague, and more than one billion to die of Smallpox, and despite 'clues' like AIDS of what is to come, future diseases we do not yet know, we still have not taken drastic steps to reduce human overcrowding on our planet.
  • Because we did not know the impact of our wasteful and thoughtless burning of hydrocarbons and forests on our planet's climate, we now face cataclysmic global warming and the paradoxical early triggering of the next ice age.
Not knowing led directly to the loss of biodiversity and much of the carrying capacity of our Earth, the demise of Enron and its auditors, the Great Depression, the dot com bust, the atrocities of Stalin, and the Great Extinctions that regularly obliterate much of life on our planet. And because we still don't know these things for sure, we allow ourselves to hesitate, to do nothing, to hope these problems will magically go away, to allow the conditions that almost certainly gave rise to these and other disasters to continue, to in fact continue to get worse.

I had dinner last evening with some of our neighbours, and we were talking about some of these immense problems, and one of my neighbours, a student of history, said that no problem in history has ever been solved until it got so bad for so many that there was a spontaneous revolution. What would it take, he asked, before these problems -- overpopulation, famine, oppression, violence, disease, resource scarcity, pollution, war, suffering, cruelty, misery -- got bad enough that people would rise up and demand immediate resolution?

I think the massive unrest and strife we see everywhere in the world indicates that we have already passed that point. However, in order to have a revolution there must be (a) consensus on the need for change, (b) consensus on the change that is needed, and (c) a simple process to bring about that change. Historically, the solution has been political -- to oust, violently if necessary, an identifiable oppressor, the cause of the problem, and replace him (or them) with new leaders committed to the consensus solution. And although billions have shown that they see Bush's corporatist imperialism, and the oligopolists' 'free' trade and globalization, to be causes of some of the major problems we face, once we get rid of these scourges, most of the biggest problems will remain. These more intractable problems have no identifiable enemy and, as yet, no consensus solution. They are systemic problems that can only be changed by a radical change to our entire global economic and political systems. And changes to these massive, entrenched and leaderless systems have historically almost never come about by political means, but rather by introduction of disruptive technology innovations that undermine the existing system, as the agricultural and scientific and industrial revolutions did. It is tempting to believe that scientists, not collective human energy and collaboration, are the only hope we have for saving us from ourselves, of rescuing us from our colossal ignorance.

What is the cost of not knowing when, even if we could communicate enough knowledge to achieve global consensus on the need for change and the change that is needed, there is still no simple process to bring about that change? If we were to magically and suddenly be able to bring knowledge to bear that would persuade the vast majority of people on the planet that unless we quickly reduce human population below one billion and reduce each human ecological footprint to no more than one eighth of the current Western footprint, would that be enough to precipitate a combination of voluntary abstinence, intense social pressures, and (over the objections of the very powerful elite) laws and taxes and sanctions, to ensure that these targets were met? We did bring about the end of slavery this way, and the end of the Vietnam War, and in much of the world women's suffrage. Is the intractability of our greatest problems really the lack of a simple, known solution, or is it rather the lack of consensus on the problem, and of its severity and urgency and what needs to be done to find a solution? -- The cost of not knowing.

Until the reactionary cult of leadership took over business thinking a few short years ago, there was a consensus that the best way to run a business was to agree on and articulate the business' objectives, get each employee to define their role in achieving those objectives, remove the obstacles that prevented them from fulfilling those roles effectively, and otherwise stay out of the way and trust the Wisdom of Crowds to produce better results than the arrogance of a few. Could the same principle, applied to the world's most challenging and threatening problems, work in society as a whole? And if not, why not?

It is the examples of slavery and the 60s peace movement and women's suffrage that have caused me, insufferable optimist that I am, to think that there is hope. The solution of reducing human population by 90% and ecological footprint by 10% (in the third world) to 90% (in the West) is daunting, but it's also a simple, clear, measurable objective. And if we have six billion people working on it, convinced that this is what must be done to save the world, there's no reason why it shouldn't be achievable. Women choose not to have babies if they know pregnancy would put their lives in danger, why wouldn't they choose likewise if they knew it put their world in danger? Would knowledgeable people agree to participate in an annual lottery for the right to have a baby, and live with the results, as they now compromise so many of their 'rights' for the greater good? Would they agree to a 100% tax on all wealth beyond sustainable consumption levels, to be distributed to the poor? Would they shut down permanently businesses that knowingly damage the environment? Would they abandon urban sprawl and big centralized governments in favour of self-managed, self-selected, self-sufficient communities if it could be shown that these are more socially and environmentally responsive, and responsible, political units? Would they wrench power, by citizen and consumer action, from unrepentant corporatists who refused to give up their excessive wealth and influence?

It is hard to give up old paradigms. I know a lot of people that see the salvation of the world in global government, to which all states will cede authority. I see no reason to believe that bigger more powerful governments, which largely got us into this mess, and which are more removed from the people they supposedly represent, would do anything but make the problems worse.

But as the Internet has shown, the real power in any system remains at the ends: The front lines, the communities, where people learn by direct experience what works and what does not, what makes sense and what does not. It is as individuals and as members of small communities that we define ourselves and establish our belief systems and commit ourselves to action and to change. As citizens and consumers and members of communities, if we only knew, we could accomplish what needs to be done.

It is time for a bloodless coup, the taking back of power and authority from central corporatist political and economic institutions and its reinstatement in local communities and in individuals. To bring it about, we need only accomplish these four daunting tasks:
  1. We need to communicate to everyone on the planet, one person at a time, that there is a better way to live: happier, healthier, safer, more egalitarian, more harmonious, more responsible, and sustainable for future generations. We need to tell everyone a new story of our planet's destiny.
  2. We need to achieve, by a great deal of open conversation, discussion, and sharing of knowledge, a huge consensus that there are two root causes underlying all the problems we face today and preventing us from achieving that better way to live: Overpopulation and overconsumption, and to set and agree upon deadlines and targets for solving these two problems. Just as in past we agreed that slavery and imperialism and suppression of women were our global enemies, we need to agree that overpopulation and overconsumption are our global enemies, a threat to everything we believe in and a threat to our future. With the right mix of empirical and intuitive knowledge, we can achieve this agreement.
  3. We need to organize six billion people to use their collective wisdom to tell us how to meet these deadlines and targets, and then free them to work in their communities to make it happen.
  4. We need to help each other clear away obstacles to success. That means a lot of humanitarian and peacemaking assistance, helping to build new infrastructure that will work in the new community-based world, redistributing resources from the rich to the poor, and disarming those that will try to establish new wealth and power hierarchies.
So maybe knowledge is power after all. About two centuries ago some new stories arose that were so compelling that they became the world's dominant religions, the basis for everything the vast majority of people on our planet believed, and still believe today. Those stories spread person to person, by word of mouth, before the printing press accelerated their influence. At that time the people of our planet were struggling with the new problems of civilization, like famine, disease, poverty, addiction and violence, and they were desperate for new knowledge, a new story, something to give them faith, purpose and direction. Today we face much greater problems on a much greater scale, but we also have powerful new resources for spreading knowledge, for telling a new story. We also have a much better sense of what the root causes of, and solutions to,  our problems are, and knowledge offers the most potent, perhaps the only, means to achieve global consensus and global mobilization to solve these problems.

The cost of not knowing is the end of our world. It's too great a cost to pay, and the answer, if we use the power of knowledge, is within our collective reach.

DAVE SNOWDEN
ON KNOWLEDGE MANAGEMENT


DAVE SNOWDEN
ON KNOWLEDGE MANAGEMENT
05/11/2004 12:13 PM
PKM
One of my peers in the badly-named discipline of Knowledge Management is IBM's complexity guru, Dave Snowden. Last year Dave wrote a paper entitled Managi ng for Serendipity, which I really enjoyed. Dave appears to share my disdain for the context-free capture and 'codification' of people's business knowledge in massive 'knowledge bases' just in case someone else might be able to benefit from that knowledge sometime in the future (assuming they can find it).

Dave's paper explains how senseless this expensive exercise is. I have outlined in my Personal Knowledge Management articles why I think Knowledge Management energies would be much more effectively spent (1) developing social networking applications and competencies, and (2) developing personal content management applications and competencies, focused on the specific, individual needs of the organization's front-line knowledge workers.

In the above-mentioned article, Dave asks the question: If capturing 'best practices' and similar context-deficient knowledge in central repositories is, except in limited cases*, ill-advised, what if anything should organizations be collecting in centralized 'knowledge bases' and what centrally-coordinated programs should be used to encourage learning and knowledge transfer? He suggests three possibilities:
  1. Narrative Databases: Unfiltered repositories in which people can record stories about events that they learned from personally. Dave warns against imposing interpretations and rigid taxonomy on such stories, stressing the importance of serendipitous reading of them. He also sees these as a significant opportunity for recently retired employees to contribute to others' learning. Dave offers a highly-regarded course< /a> in the craft of story-telling.
  2. Social Network Stimulation: Databases, tools and programs that encourage and enable employees to improve the breadth, depth and effectiveness of their personal networks. In a recent article in Sloan Management Review, Rob Cross, Tom Davenport and Susan Cantrell entitled The Social Side of High Performance (available only by subscription) the authors show that effective development and use of social networks correlates more than anything else with high performance rating of knowledge workers.
  3. Disruptive Pattern Breaking: Providing fresh thinking, ideas from unusual sources, and challenges to accepted ideas and procedures are healthy in any organization. By broadening employees' exposure to such material, organizations can stimulate innovation and provide new perspectives that can sharpen critical skills and hence improve work effectiveness and decision-making.
Although many people find Dave's writing dense, even intimidating, I find his arguments to be well-supported, pragmatic and eminently practicable. These three initiatives, in tandem with programs to develop social networking and personal content management applications and competencies, offer the promise of finally realizing the 'Knowledge Advantage' that those of us in KM have been striving for, for a decade.

* Dave acknowledges the value of 'best practices' in internet payment systems and safety procedures in a nuclear power plant, for example.

AT&T --
ANOTHER CORPORATIST HORROR STORY


AT&T --
ANOTHER CORPORATIST HORROR STORY
07/04/2004 12:37 PM
.Add AT&T to your Boycott List. This outfit has been running a nationwide phony billing scam, and are now into Enron-and-Bush style denial, blame-passing and damage control. It seems this company sent out over a million phony bills -- most of them non-customers, and then set up a cumbersome, non-responsive and threatening telephone response systems to wear down and intimidate irate victims of the scheme into paying the bills. "A computer failure" has been blamed for the "errors", which in total dwarf, both in size and criminality, anything Martha Stewart did. Several states' Attorneys General have filed suit against AT&T for fraud and deceptive practices, but don't expect to see any AT&T executives in jail.

Bottom line -- If you get a bill from AT&T, whether you're a customer or not -- check it carefully, and if it's part of this fraud, don't pay it, and complain to the BBB, to the state Public Service Commission, to the state Attorney General's Office, and to the FCC. Better still, play it safe -- find a reputable phone company, and then you'll know for sure any bill you get from AT&T is fraudulent. Why is it that legislators are so hot to stamp out spam and Internet porn, but aren't interested in protecting citizens from giant fraudulent predator corporations like AT&T (and criminal polluters like Koch Industries)? Do you think it might be because these corporations pour millions into the legislators' election campaigns?

PTV: A
FUTURE-STATE STORY


PTV: A
FUTURE-STATE STORY
05/13/2004 10:50 AM
teen girl
It's 2015. Thirteen-year-old Kari Ross just got a PTV for her birthday, the much-anticipated PC/TV convergence product. PTV comes with the following hardware and software:
  • a stereo headset with a built-in microphone
  • a flip-up 3D screen that clips onto her glasses
  • a wireless trackpad that clips onto her belt
  • a wireless webcam with a velcro wrist strap
  • voice recognition software that 'learns' Kari's pronunciation and vocabulary
  • a folding wireless keyboard that fits in her backpack
  • wi-fi internet access
  • VoIP worldwide long-distance telephony
  • subscriptions to her favourite television programs
  • a vast library of downloadable PPV movies and free music and books (including all her schoolbooks)
  • a pocket-sized CPU/hard drive
  • MC2, an integrated personal content management, annotation, social networking and publishing package
First thing in the morning, Kari's already videoconferencing with friends while she gets ready for school, debating with them what she should wear. She also has an IM window open and is dictating replies to several messages and e-mails in her inbox. Her first two school time-blocks are independent study, so she downloads the study materials and completes the exercises and self-tests. Third time-block is a group project on solar energy, so she walks over to friend Sarah's house, five minutes away, where the group has agreed to meet for the parts of the project that can't be done by video. Their project advisor checks in by video and counsels them where to look for some of the data they'll need. Kari stays at Sarah's for lunch, and they chat and swap files, with each other and with friends they each have online.

After lunch Kari starts working on her co-op project -- she's learning to custom-make clothes, using a cutting and sewing machine that is operated by her computer, one of a variety of programmable machines that her community centre, and even the local Starbucks, make available to their members and customers. This particular machine adjusts the pattern to the appropriate size, cuts and sews the material, and adds embroidery. She needs some material for this, so she uses her GPS and personal scheduling software to identify how to get it quickest. It turns out that Chris is just across the street from the fabric store, and he is scheduled to meet with girlfriend Sarah at her house in an hour. She programs her scheduler accordingly and immediately gets a request from Sarah's scheduler to bring over two folding chairs when she comes. She confirms the request and Sarah, getting the message, IM's a 'thank you'. She then places the order with the fabric store, pays for it, and notifies the store that Chris is authorized to pick it up for her, all online. She has a videoconference with the president of Dionysis Designs, her co-op project sponsor. They talk about how an entrepreneurial business like Dionysis is set up, and some of the challenges the business has faced. Kari has already sold some of her own custom-made clothes, and some of her own embroidery designs, through her personal website.

MC2, which stands for Managing Content & Communications, is the only software package Kari ever learned to use. It has three 'modes', represented by a pencil cursor (for document/message writing and annotation), a hand cursor (for saving, sending, publishing and otherwise moving content from one place to another), and a telephone cursor (for connecting with other people and their content). She laughs in disbelief when her father tells her he had to use 26 different, and incompatible, software programs to do the things she does with MC2, which a friend taught her to use in 15 minutes.

She dictates some information about the Gore-Tex jeans she made that afternoon (convertible into shorts, and with the scanned and computer-embroidered likeness of the owner on one 'cheek' and that of the owner's sweetheart or friend on the other). She takes a photo of the jeans with her webcam and uses MC2 to move the article and the photo to her personal website -- today's 'blog post' done (though Kari has never heard it called a blog -- it's just Kari's 'public' space). She also moves the pattern and specs for the jeans to her 'shareable files' folder (along with the demo tracks from Chris' band), and sends copies of the post and the file to her 'clothing designs' mail group (which, she notes proudly, has been subscribed to by over 1000 people around the world).

Kari calls her generation 'Nomads'. To them, she says, home is just a place to sleep. There is no need to be in any particular place to do anything, and some of her friends are in her house (it has a nice-sized meeting/party room) more than she is. She can't remember the last time she actually sat in a classroom, and is astonished that some 'older' people still drive to personal 'offices' -- what for? Ironically, some of her best friends, and those with whom she spends the most time, she has never met face-to-face. But she rarely needs either a car ride or to take public transit -- her 'face-to-face' friends are within easy walking distance, as is the community centre, the doctor, the great organic vegetarian restaurant, Starbucks and the fitness centre. And who would go to a movie theatre with such a limited selection and no 3D vision? Anything you need to buy can be either downloaded, file-shared or ordered online and delivered to your door. And when you actually have to go to a store, your webcam lets others look over your shoulder and get you to pick up what they need.

Evening comes, and Kari settles down with Chris ("we're just friends") and Sarah, and side by side on their PTVs they watch six hours of a much-discussed new comedy series, pausing for breaks, to chat with each other and with online friends, and for a one-hour workout. "Let me get this straight -- back in the '90s you had to wait a week to see each new episode, watch commercials, and if it wasn't on at a convenient time, you had to record it on tape?" (wild rolling of eyes)

MY DELL
STORY


MY DELL
STORY
07/30/2004 12:24 PM
no dellI deliberately waited a couple of weeks after my dreadful experience trying to get my new Dell 5150 fixed, partly to calm down and partly to make sure the problem has in fact been fixed. This is a long and convoluted story but because it's embarrassing, and not particularly amusing, I'm not going to tell it in detail. Suffice it to say that it involved:
  • Four courier trips by two different courier companies delivering parts between my house and the Dell Parts Depot
  • Four trips by me to a company called Solectron, located North ofToronto, to which Dell subcontracts technical service work
  • Six lengthy conversations with Dell India, which handles the diagnosis of technical problems for non-corporate customers
  • Thirty bewildering e-mail messages trying to get answers online, only to be told to RTFM, and then that Canadian non-corporate customers cannot get service by e-mail, and must instead phone Dell India
  • One infuriating conversation with Dell 'Customer Care', a total oxymoron, with a guy who spoke English with no accent but I have no idea where he was located (he refused to say)
The final diagnosis was that a defective $5 AC adapter shorted out not one, but two motherboards. Total cost to Dell for parts, delivery and labour: about $2,000, and even that is less than the value of my time spent trying to get the problem fixed. My computer was out of service for a week. IF I had been simply instructed to take the PC into Solectron and wait for them to check it out, I would have been in and out in 30 minutes and the cost would have been minimal.

Since I'm copying Dell on this (that is if I can actually find an address of someone in authority to send it to) rather than tell you all the things that they did wrong (and that, acting on their instruction, I did wrong), I'll describe instead how Dell could dramatically improve their customer service processes.

But before I do, I want to be clear about something: The people working at the grassroots level at Dell and its outsourcers are all hard-working, polite people doing their best to do their job. All the fuck-ups (and they were legion) were directly caused by Dell management policies, and can only be rectified by Dell management.

OK. Here's what Dell needs to do to change the 'customer experience' from ghastly, interminable nightmare to quick-and-bearable:
  1. Provide single-point-of-contact for each service issue. Solectron was wonderful -- far more knowledgeable than those disembodied voices at the end of the telephone. The first time I phoned, or e-mailed, with a problem, Solectron should have handled the issue. Yeah, I know Dell doesn't trust their outsourcer not to pad the bill, especially on warrantee work. That's one of the problems with outsourcing.
  2. When you tell the customer to take/send in their computer, tell them to send it all in. I was told by Dell India to take everything out and just send in the shell. This is the lawyers talking, and more distrust of the outsourcer. This is just plain bad policy.
  3. If you're going to use people in India to do diagnostics, for pete's sake trust them. More than half of the very long time that these telephone conversations took was dead air -- while the tech service people apologetically put me repeatedly on hold to get 'permission' to send me a $5 part, or to check with their boss that it was OK for me to take/send in my computer for warrantee service. It's outrageous that customers have to wait on line while employees are treated like children and second-guessed by their superiors.
  4. Educate your people about the individual policies of your outsourcers. Solectron Canada has an in-by-10, out-by-5 same-day repair policy. The people at Dell didn't know about it, and that cost me an extra day.
  5. Give your outsourcers a full supply of repair parts, and let them sell parts retail as well. When the outsourcers have to requisition parts from Dell and then wait for them to come in, that unnecessarily delays customer service. If Dell had the decency to provide loaners to customers who are without their machines more than 24 hours, this might not be so bad. But they don't, so delays just add insult to injury.
  6. Just get rid of 'Customer Care', and provide a proper complaint department instead. The so-called Customer Care department has absolutely no authority to do anything for customers. Their sole job is to explain and apologize for Dell's idiotic policies, including the five above. They are instructed never to give out their full names, and never to give out names, addresses or contact information of anyone higher up in Dell. In other words, these lackeys are paid to run interference, stonewall and prevent aggrieved customers, and customers who have ideas for improvement, from any contact with the people in Dell who could resolve or act on them. Staggering arrogance, disgraceful and classic corporatist contempt for customers. Every customer has the right to complain, in writing, about bad service or bad products. And in the process to copy the regulatory authorities so that if the complaints are frequent, the conduct of the company will be investigated.
Dell just reported record earnings last week. Michael Dell and his fellow executives each raked in over $3 million last year, excluding the huge value of their stock options. Meanwhile, according to Consumer Reports, about one laptop in four has a serious problem in its short shelflife -- that's about 100,000,000 units with at least one important defect. One in twelve has problems in the first month of ownership, and one in eight has a problem that makes the computer completely inoperable -- that's 25,000,000 people per year temporarily unable to do their job while the tech support people fiddle with defects in their employers' products. Customer satisfaction ranks just around 50%, the second lowest ratings of any consumer products the magazine tracks. There is a large increase in complaints about offshored tech support in the past year.

The big seven produce about 200,000,000 new computers each year, which on average end up in landfill sites in four to five years (the fastest growing and one of the most toxic components of our garbage problem). The vast majority are made from shoddy materials in third world countries like China, Malaysia and Singapore, by workers who get paid a few dollars a day, using components that wreak environmental havoc from slipshod and reckless mining and refining techniques. Why bother making a quality product when it will be garbage so soon anyway? And if you work with Microsoft et al, you can guarantee that even if it isn't technically obsolete by the time it falls apart, it will be unable to power the next bloated versions of the software by then anyway. I would have added a point 7 above -- "build a high quality product" -- but even I'm not that naive. My new AC adapter works fine, but still fits loosely in the slot at the back of the machine, and usually falls out when I lift up the machine to put it on my lap. If they built cars this sloppily we'd all be dead.

This is what happens when a company gets big, and is rewarded for 'maximizing profit for shareholders' instead of producing a quality product and providing quality service. It's what happens when a company's management becomes removed, and then isolated, from its customers. It's what happens when an oligopoly of seven companies corners the market and offers essentially identical, mediocre, overpriced products. It's what we get when we fail to hold corporations accountable and responsible for what they do. It's what we get when we accept the corporatist propaganda that the unregulated 'market' will always produce the best possible solution and value for customers, and that government regulation is inherently bad.

We should know better. We should expect better. We deserve better.

WRITING OUR
NEW STORY


WRITING OUR
NEW STORY
01/07/2004 01:12 PM
forest
If Thomas King is right, and stories are all we are, then it seems to me we have two choices in life. We can either live the story that others have written for us, or we can write our own story.

The story of our culture, the story others wrote for us, teaches us:
  • that we are at heart sinful, lazy, untrustworthy, in need of salvation or redemption
  • that our world is a place of danger, frightening, cruel, brutal, plagued with scarcity and adversity
  • that we should do what we're told by our betters, and be grateful for what we have
  • that the world was created for man and man alone, as his dominion
  • that we should multiply and fill the earth, regardless of the consequences for the rest of life
  • that we should spend our life working hard and acquiring, because our worth is measured by what we own
  • that our heroes are fighters, warriors, those who struggle and conquer and overcome
  • that no matter what we do, god will forgive us and clean up our mess before it gets too bad
There are several novel resources that those of us who find this story unsatisfactory, counter-instinctive, and dangerous, can use to write a different story, a New Story:
  • Steve Denning, formerly of the World Bank, has a whole archive of storytelling resources, including how to write a 'springboard' story -- one that precipitates change
  • Creating the 21st Century has an introdu ction to storytelling that explains why storytelling is so powerful
  • Inner Self, drawing on the work of Daniel Quinn, suggests a setti ng for a new story, almost the antithesis of the adversarial setting in which most of our culture's stories are written
  • In business the process of writing a Future State Vision is very similar to creating a new story -- envision a possible world, a few years in the future, from the perspective of your 'representative' character, where her/his objectives have been met and her/his problems resolved -- and let the reader fill in the blanks on how the future state was achieved (in other words, invent the possible)
  • My own earlier post on Why Stories are Subversive has links to several other storytelling resources
Not that we should not be bound by how others say stories should be written. I think we know instinctively how to tell stories. Children start telling stories, to themselves and anyone who will listen, almost as soon as they can talk. And it's only later when they fall victim to the cultural biases that say that a story needs tension, drama, heroism, conflict, resolution, and substantial length. Some of the best stories are joyful, simple and brief.

Economists Peter Jay and Marshall Sahlins have both told stories that have essentially rewritten 'pre-civilization' history, changing our conception of hunter-gatherer cultures from poor, dirty and brutish to affluent, comfortable and carefree. Regardless of their focus, good stories change the way we think and therefore change who we are. They can even show us a new way to live, and hence be transformational.

As I've written often in these pages, I believe the only hope for our world is for some, then many, and finally most of us to walk away from the old culture, the old economy, the old politics, the old business models, the old religions, that are driving us headlong to ecocide, endless war, violence, psychosis, oppression, and physical and imaginative destitution. We can't fight them, change them. But we can create new ones that will undermine and replace them. But to walk away from the old, we need something to walk to. Through stories, we can invent a new world, a new culture, completely different from the one we live in now. Instead of teaching us the eight dreadful lessons bulleted in red above, these new stories could teach us some things almost unimaginatively positive and astonishing, things that we somehow forgot when the existing culture took hold 30 thousand years ago:
  • that we are magic, perfect, wonderful
  • that our world is a paradise, and we are inextricably part of it and welcome in it
  • that we should trust our instincts, and that by listening to the earth we will always know what to do
  • that the world is a sacred organism of sacred organisms, and that it belongs to all of us and to none of us
  • that our purpose is to be and to let others be, in balance and in harmony
  • that we should spend our life experiencing and sharing joy and learning
  • that we do not need heroes, leaders, hierarchy, order, possessions, property -- earth works perfectly well without them
  • that we are all responsible for sustaining the balance of the natural world to which we belong
Is it naive to believe we could achieve a world like this? Maybe. Is it contrary to basic human nature? Not at all. Our destructive, acquisitive, fearful modern culture has only been around for a mere 30 thousand years. For three million years before that humans at least behaved as if they believed, for the most part, the green bullets above. I think we know, in our hearts, instinctively, that there is something very wrong with our culture and what it's done to our planet. I think we know that if we really knew what sustains our current culture -- what goes on in prisons, third world child labour camps, slaughterhouses, corporate and political backrooms, torture centres, factory farms, schoolyards, dictatorships, hospitals and asylums and old-age homes, and behind the closed doors of private homes where women and children are beaten and abused -- we could not allow this culture to continue, we could no longer believe its false stories. But in the absence of an alternative, a New Story, we turn away, preferring not to know the terrible truth about our culture.

Imagine that the Nazis had 'won' WW2. Do you think today we would be, most of us, angry and ready to overthrow the Thousand Year Reich? We wouldn't. The opponents would have been exterminated and the rest of us brainwashed to believe that aryans are 'naturally' the master race, and that corporatism (that's what Mussolini called the complete integration of corporate and government power and the suppression of opposition to it via a ruthless police state, before the historians renamed it fascism) was necessary to the order and good government of society. The education system would have taught us, elite and masses alike, stories that reinforced the rightness of this status quo, and ensured our obedience, our subservience to the powerful, our fear of scarcity if we didn't conform, our inability to imagine any other way of living.

Our situation today isn't all that different. Don't believe me? If my Ten Things To Keep You Awake list wasn't enough to convince you, consider this: The most successful story-teller of 2003 (his was the best selling CD of the year), entitled (and there is no irony in the title) Get Rich Or Die Tryin is a guy named 50 Cent. The number two best sellers were a band (can't remember their name) who have made their entire fortune around a new line of sneakers (they have a 20-foor Reebok sneaker that they dance around during their numbers). MTV and MuchMusic have entire programs devoted to which celebrities are currently endorsing which products, including customized six-figure limited edition 'gangsta' vehicles issued by the Big 3 US auto makers. These artists don't care if people download their songs free -- they make their big money on endorsements from Nike and the Gap, who in turn make their real money from third world sweatshops, offshoring American jobs and child and slave labour. Now, guess what the messages of the very powerful stories in these artists' very popular songs are (check out the lyri cs if you doubt me):
  • money and power and property are the measure of every man
  • life is brutal and violent and you must be ruthless and competitive to survive or succeed
  • it's OK to kill, cheat, rob, rape, lie if your victim is even vaguely associated with your 'enemy' -- the end justifies the means
  • women are chattels, property to be collected for the pleasure of rich and powerful men, for display
  • god is on the side of the rich and powerful -- why else would they still be alive and have money and power?
Sound a lot like the red bullet list above? Sound like the belief system of some corporate and government leaders you know? Today's best selling artists are bombarding a generation of sadly under-educated kids and uncritical young adults with the fiercest corporatist might-makes-right neocon cultural propaganda since the McCarthy and Nixon Eras, and they're eating it up.

This is why we desperately need new stories. We are running out of time. The defenders of our bankrupt, reckless, out-of-control culture know what they're selling is counter-intuitive, irrational, unethical, but they have everything tied up in its continuance, everything to lose, and they're holding on, throwing all their money and influence at keeping it going, at subverting opposition and attacking other ways of thinking. Our only defence is three million years of instinctive knowledge, and the power of stories. The power to change everything.

A STORY IS
LIKE A GIFT


A STORY IS
LIKE A GIFT
04/19/2004 07:17 PM
giftI'm currently working on several projects that each require a good story. So I spent most of today researching, and thinking about, what makes a story good. At first I had this chart with two branches, one for 'information value' and the other for 'entertainment value', but it is now in the recycle bin, since while that may be a valid taxonomy of 'good' stories, it is so subjective that it is not a particularly useful one. It doesn't inform you how to go about crafting a good story.

During my brief tenure as moderator of the Association of KnowledgeWork forum last month, we spent some time discussing this issue, guided by Steve Denning, one of the world's justifiably respected authorities on (at least) effective business story-telling. There was, of course, the usual mention of the importance of knowing your audience, and Steve reminded us that in a business context the purpose of most stories is to persuade, to bring about a change of mind, and that most effective business stories have (a) a sympathetic protagonist, with whom the audience can relate, (b) a problem that clearly must be overcome, and (c) a satisfactory resolution to the problem that the story recounts in a brief and straightforward yet compelling way.

Another issue we dealt with during the forum was the astonishing imprecision of language and communication, the myriad different ways that we think and learn and process information, and the fact that we always tend to wildly overestimate how much learning and communication has actually occurred during a presentation, a conference, or a conversation. In many cases the 'value' of such events is therefore intensely personal, and depends more on what each participant thinks was actually accomplished or communicated, than the undoubtedly more modest actual achievement. There is nothing more sobering than objectively debriefing with participants after such an event, and realizing how little was actually understood, and how much was misunderstood. At the same time there is great and earnest desire among audience members that the appropriate communication be received (preferably quickly and with some decent jokes thrown in) -- this is, after all, their investment of time. Just watch how one very enthusiastic audience member (unless obviously a plant or a wacko) can get the rest of the audience paying more attention, and how quickly one hostile audience member, walk-out, or nod-off, can sour the whole audience on the presenter's message. Audiences seem to virtually 'blow in the wind' until they collectively make their mind up about the quality, and essential message, of what they are hearing. I have been in movies that I absolutely loathed, but where the audience, by their laughter, applause or rapt attention, actually caused me to doubt or temper my own judgement.

So a story can be effective, and hence a 'good story', to the teller, and/or, subject to the above-noted tendency for audience groupthink, to each member of the audience, and for very different reasons. It depends entirely on the expectations of each participant, and how each participant uniquely internalizes what they hear and/or say. Is there, then, any common denominator to good stories that the story-teller can draw upon?

I re-read some of my favourite stories, and concluded that a story is like a gift. There is no perfect gift for everyone, but with some attention to the audience, what their expectations are likely to be, some thought on an appropriate choice, and some appropriate and attractive but not extravagant packaging, every gift-giving, and every story-telling, can be successful and effective, and for largely the same reasons.

Good stories, like good gifts, seem to have one or more of five qualities:
  1. Evocative -- they provoke a profound intellectual, emotional, or sensual response.
  2. Transporting -- they 'carry the recipient' to another place, another time, by imagery or memory or resonance
  3. Persuasive -- they cause a fundamental shift in thinking or perception
  4. Memorable -- they leave something behind that the recipient will hold for a long time
  5. Useful -- they make something the recipient needs to do easier, faster, or more pleasurable
While everyone is different, I think the second quality, transporting, is at once the hardest and most rewarding one to achieve in a story. You never want a great story to end. You just want it to go on and on and never run out, and you are once sad and immensely grateful to the story-teller for the 'moving' experience when it does end.

The challenge, of course, is how to imbue these five qualities in a story. That is a challenge I'll have to leave to brighter minds than mine, or at least for another day until I can think about it more. But if you're interested, here's an exercise: Just think about the three or four stories that have affected you most profoundly in your life, and go back and re-read them. Ask yourself which of the above five attributes of these stories made them so valuable to you (and tell me if you think my list is incomplete)! And then see if you can find the magic in the words -- what it is, in the choice of words, the order, the situation, the unfolding of events, that could convert these clumsy and abstract syllables into something so remarkable, so enchanting. I think you'll find that most of the magic comes from inside you, and is the result of the work you do to build the story into something larger than life, something evocative and transporting and persuasive and memorable and even useful.

Which only makes the accomplishment, the wizardy, and the 'gift' of the story-teller even more astonishing.

OUR
STORY


OUR
STORY
01/07/2004 01:19 PM
birdIt's funny how things come together sometimes. Monday, after posting my advice column on blogging time-savers, and saying the most important thing is to get away from your computer and your reading and get out into the real world and give yourself time to think creatively about what really matters to you personally, I followed my own advice. Chelsea and I went for a long walk. And soon my head was filled with rage about all the things wrong with this world and the ten things that still keep me awake at night. And I wanted to know why they go on, ignored, uncorrected. Things happen the way they do for a good reason, I've always said. You need to understand why all this stuff has happened and continues to happen. Find the root cause, not the symptoms.

People love to read editorials and blogs that rant cleverly, emotionally and articulately, and blame other people for what's wrong. Pointing the finger at others exonerates us, takes the heat off, makes us feel better about ourselves. What's the root cause, and who's to blame?

And then I came back in and read some more of The Truth About Stories, the book I blogged about on Sunday so enthusiastically. And at the end of the book I found my story, perhaps our story, and all the rage I had focused outside was refocused inward, because this story is, at its root, a story of personal failure, cowardice and fear.

Here is what I read:

The truth about stories is that that's all we are. The Nigerian story-teller Ben Okri says that "in a fractured age, when cynicism is god, here is a possible heresy: we live by stories, we also live in them. One way or another we are living the stories that are planted in us early or along the way, or we are also living the stories we planted -- knowingly or unknowingly -- in ourselves. We live stories that either give our lives meaning or negate it with meaninglessness. If we change the stories we live by, quite possibly we change our lives."...

In North America, we talk about our environmental [and business] ethic. [We get outraged about incidents like the Exxon Valdez spill and the Enron fraud and demand action]. To listen to the noise generated by these two events, you would have thought that we cared. But in fact, we don't. Not in any ethical way. Oil tankers are supposed to be safe. Financial institutions are supposed to be bastions of integrity. But we do nothing to prevent such disasters from happening again. And when they do, and they surely will, our reaction will be the same, because the story we tell about moments like this is that they shouldn't have happened, that they're someone else's fault,...that there's no way to avoid them completely, that the environment and investor confidence will recover eventually...

The Canadian government closed down the East Coast cod fishery. The cod were already gone, had been going for years, and everyone knew it. The reason was simple. Overfishing. The fishers blamed the government. The government blamed the fishers, everyone blamed the large foreign offshore trawlers, seals, global warming, El Nino, Native people... Could such a thing have been prevented? Of course. So why didn't we prevent it?

The oil industry and our oil-based economy depend for their existence on the ability of geologists to find new fields of oil and our willingness to ignore the obvious, that at some point we're going to run out of oil. This would suggest that reducing energy consumption, curbing the proliferation of cars and multilane highways, and converting to sustainable sources of energy would be our first priorities. But we have no such priorities. We only hope that the exhaustion of the oil supply won't happen in our lifetime.

It's not that we don't care about ethical behaviour, the environment, society. It's just that we care more about our comfort and the things that make us comfortable -- property, prestige, power, appearance, security. And the things that insulate us from the vicissitudes of life. Money, for instance...

The proof of what we truly believe lies in what we do and not what we say. We've created the stories that allow [the ethics of what we do and don't do] to exist and flourish. They didn't come out of nowhere, from another planet. Want a different ethic? Tell a different story...

I weep for the world I've helped to create. A world in which I allow my intelligence and goodwill to be constantly subverted by my pursuit of comfort and pleasure. And because of knowing all of this, it is doubtful that given a second chance to make amends for my despicable behaviour, I would do anything different, for I find it easier to tell myself the story of my failure as a human being, than to have to live the story of making the sustained effort to help.

Our stories are lies. We know they are, but we keep telling them to ourselves and to each other. We keep living them and living in them. Thomas King acknowledges that this, The Truth about Stories, is in itself not a very satisfying story. "No plot. No neat ending. No clever turns of phrase." (The remaining stories in this book have all three, and are remarkable).

We don't want to hear the other stories out there in the real world -- the stories of what goes on inside the walls of abusive homes, factory farms, prisons, workplaces, schools, laboratories and institutions, and which are overtly played out in inner city streets and throw-away third world countries, the endless litany of violence, physical and psychological, personal and institutional, that occurs millions of times per minute throughout our world. These other stories detract from our 'comfort and pleasure'. They threaten to crack open the lies in our own story. That we cannot bear.

So the 'root cause' I was seeking during my walk with Chelsea is the subversion of our culture, this modern culture of negativism, acquisition, paternalism and scarcity whose ubiquitous, tyrannical story leaves everything in the hands of fate, or god, and absolves us of our responsibility and our sins, and fills us with the constant and consuming terror of not having enough. And we know who's to blame: The Man in the Mirror (that song was written, ironically, by a woman).

Our story is unfinished. We could change the ending if we want. Create a better ending. It's all up to us.

[My novel-in-progress will be an attempt to create a new ending, and perhaps a completely new story. I still hope to have it finished by the end of June.]

THINK
GLOBAL, ACT LOCAL: PETER SINGER'S
ONE
WORLD


THINK
GLOBAL, ACT LOCAL: PETER SINGER'S
ONE
WORLD
04/23/2004 09:24 AM
one worldIf you're a regular reader of this blog, you probably know that I'm opposed to unregulated 'free' trade, very worried about the extraterritoriality of the WTO, NAFTA, Davos and other corporatist captives, strongly opposed to domestic corporations 'offshoring' jobs, using influence with the Bush regime and other right-wing governments to circumvent social and environmental laws and responsibilities, and a great believer in taking the pledge to buy local, and in community self-sufficiency.

At the same time, I'm a strong supporter of the UN and other multi-lateral NGOs, and I believe that we each have a responsibility for the well-being of all the people and creatures of this world. Some readers have said this view is inconsistent, and I wasn't quite sure how to respond to such charges. Fortunately, Peter Singer, in his recent book on global ethics, One World: The Ethics of Globalization, has come to my rescue. Singer sees no inconsistency between strong local autonomy, community, and self-sufficient economies on the one hand, and global responsibility on the other. The book is based on the Dwight Terry lectures at Yale in 2000, but has been updated to incorporate reflection on the events of 9/11 and the appalling Bush social, environmental and economic record.

I'll have more to say next week about Bush's fraudulent and despicable Earth Day media blitz, and the major media's shameless lack of critical evaluation of the utter nonsense that his propaganda machine has been churning out this week on the environment -- newspeak of Orwellian proportions. The first part of Singer's book deals with environmental responsibility, and his prescription for increasing it -- immediate ratification of Kyoto by the US and other holdout countries, and introduction of an emissions trading mechanism to make the realization of Kyoto feasible (subject to the need for some oversight on the disposition of the proceeds of such trading when it involves autocratic governments).

The second part of the book deals with the global economy, and Singer adroitly tears apart the Economist's (and other neocons') naive assertion that economic globalization somehow benefits both rich and poor countries. He then goes on to prescribe a substantial reform of the WTO and the GATT, which could actually lead to more equitable distribution of wealth and more efficient production of economic goods, while safeguarding human rights, labour and the environment. Unfortunately, the multi-national corporations and corporatists who hold sway in the WTO would never tolerate Singer's prescription, since it would entirely divert the benefits of economic globalization from their pockets to those of the world's poor.

The third part of the book deals with international law, and Singer lashes out at Bush for his unconscionable refusal to ratify the International Court of Justice, and for the UN's continued hesitancy to accept a duty (not a right) to intervene in situations of genocide and other humanitarian crises, even within a single nation. Singer is sanguine about the limitations and dangers of 'global government', but supports strengthening the UN to enable it to act as a 'protector of last resort', and including in its mandate the responsibility to supervise elections in all member nations.

The fourth and final part goes back to ethical principles and proposes that countries must, in this world where national boundaries no longer have any logistic meaning, set aside national interest and embrace, once and for all, global interest, impartially. That does not mean cultural homogenization, but imposes a responsibility for the reduction of inequality, both of economic resources and personal rights and freedoms.

Always the pragmatist, Singer concludes by worrying out loud about how the responsibility for a global ethic could be managed:

It is widely believed that a world government would be, at best, an unchecked bureaucratic behemoth that would make the bureaucracy of the EU look lean and efficient. At worst, it would become a global tyranny, unchecked and unchallengeable. These thoughts have to be taken seriously. How to prevent global bodies becoming either dangerous tyrannies or self-aggrandizing bureaucracies, and instead make them effective and responsive to the people whose lives they affect? It is a challenge that should not be beyond the best minds in the fields of political science and public administration.

I'd like to believe that this was possible, because if it isn't, we're in serious trouble. We cannot expect national governments to set aside parochial interests, especially when this entails accepting a responsibility that would, for the richer nations, inevitably lead to a drastic redistribution of wealth to poorer nations and hence a sudden and sharp reduction in, at least, economic living standards (if not necessarily well-being). But as John Ralston Saul has so eloquently argued, larger organizations and institutions, whether public or private, are almost always, and inherently, less efficient, less agile, more resistant to change, more hierarchic, and less transparent than smaller organizations. So the challenge is to achieve the best of both worlds, having organizations of global scope and authority and responsibility, but broken up into sufficiently small, autonomous and dynamic units that they are sensitive, resilient, responsible and responsive to the people and communities they serve. We can only hope that "the best minds in the fields of political science and public administration", wherever they are, are up to the task.

WHAT'S WRONG
WITH FIRST-GENERATION SOCIAL
SOFTWARE


WHAT'S WRONG
WITH FIRST-GENERATION SOCIAL
SOFTWARE
02/10/2004 02:48 AM
networks
I've written recently about the future state of business, a world incorporating powerful, versatile social networking tools. And I've played with most of the first-generation social software and read volumes about how it will, or won't, work in business and ultimately affect our daily lives.

The concept is wonderful, and the technology is fun, but the tools developed so far suffer from three fatal flaws:
  1. They're built with a pre-designed, set content architecture, and centrally-stored content, instead of harvesting content that individual users already have stored, in different ways of their own choosing, on their own machines.
  2. They're being populated just-in-case, with all kinds of content that people with lots of time on their hands see fit to contribute, and no content from the very busy or technologically illiterate, rather than just-in-time, with content being accumulated only if and when there's a demand and need for it.
  3. They're badly over-engineered, ranging in complexity from challenging to intimidating, so they take a lot of time, energy and intelligence to understand and use properly, and hence drive most potential users away.
In this month's Darwin Magazine, social networking guru Stowe Boyd also laments the growing pains of many of the first-generation tools, and the absurdly high and premature expectations that people have of them. "My bet is that social networking services will resist standardization until they see the benefits of converging all sorts of private and public network information, and realize that no one company can create and manage all of it", he says. The heterogeneity of both content and context is producing specialized social tools that are excellent for certain focused purposes, but useless for others, and an aggregation of content -- filled-in forms, esoteric discussion threads and context-free 'knowledge objects' -- that is cumbersome and largely unreusable.

In an earlier post I stressed the importance of allowing each individual to maintain and organize their own content and their own networks their own way. At that time I said: "When you force people to adapt their mental models to a standard model (inevitably a complex one to accommodate a variety of specifications), a standard model that is dictated by the technology and its designers, you will get no usage, or at best reluctant, inefficient usage."

If I were start all over again, to design the second generation of social software, it would be transparent to the user, wouldn't require any submissions, wouldn't keep any content in any central location, and would be so simple to use that even people without computers would use it.

architectureThat may sound like a tall order, but it really isn't. It would be like building a house. Let's start with content, the foundation of the house. Rather than getting people to submit stuff, we need to help people to organize the personal information they already have, and then harvest it automatically. When I talk to people in the front lines of just about every business, from proprietorships to large companies, they confess their filing cabinets, the document folders on their hard drives, rolodexes and other personal collections of information are chaotic and impossible to find things in. They also say no one ever taught them how to organize these personal repositories so that content could be found easily. Everyone just assumed that the skill to do this comes naturally. So first order of business is personal content management. No rules, no standards. Just some simple tools that allow people to organize all the information and documents they have into some order so it can be readily found again when needed. Let a whole bunch of PCM tools loose on the market, and let them evolve as people learn what they need and what they don't and what organization makes sense to them as individuals. Weblogs would be a good source of ideas for the design of PCM tools, since essentially that's what blogs are.

The next floor of the house is the metadata. Software developers would work with the users of individuals' content other than the individual him/herself to ascertain how they might want to use the individual's newly-ordered content, and develop tools to harvest the relevant metadata to do that. This second layer of tools essentially reorganizes the individual's content, transparently, in ways that make it more useful to the individual's networks -- actual and potential friends, associates, customers, suppliers etc. These tools would spider the content and essentially 'fill in the forms' that those in each of the individual's networks might need to access the individual's information in the format they want it in. The PCM tools would allow people to specify which content could be seen and accessed by others with the appropriate 'permissions', and the metadata tools would repect these permissions. These metadata tools would be invisible to the individual user, and would work automatically in the background as the individual added, deleted, and changed the content using the PCM tools.

Still with me? Now comes the pièce de résistance. The third level of the house is the networking and connectivity tools, the ones that, analogous to the telephone switch, actually enable the identification of relationships, the making of connections, the transfer of information, and ultimately even collaboration and other more dynamic interactive applications of connectivity -- transactions. These applications harvest and mine the metadata, and have no content of their own. They operate on a just-in-time basis. These tools might include an Expertise Finder, a Connector, a Super Address Book, a Network Builder, a Publisher, and a Subscriber.

So for example, if I'm researching solar power for my new house, or looking for people to work with me on a Meeting of Minds business assignment, I could use the Expertise Finder tool to identify who I could and should talk to, what information each of those experts has in their personal content that is permissioned for me to look at, multiple contact information for each of those experts, and the cost, if any, of contacting the expert and/or accessing their personal content. A Connector tool would then enable one-click connection to the selected expert(s) regardless of medium selected -- telephony, instant or asynchronous messaging, Simple Virtual Presence, etc. The Connector tool, just like a telephone switch, would connect people within an organization, or between organizations, or between an individual and someone in an organization -- it wouldn't matter. So if I work for a bank and I need to find an expert in financial derivatives, it would work exactly as my personal solar power search did. I could then choose between 'found experts' within the bank and those outside. If I want to contact my father in Winnipeg, or the group I play poker with on Friday nights, I would use the Super Address Book instead of the Expertise Finder before using the Connector tool, but the process would be analogous and as simple and intuitive as looking in a rolodex or phone book. And if I wanted to build a new network of people interested in discussing New Collaborative Enterprises, or whether Kerry should pick Kucinich as a running mate, I might use the Network Builder tool, which would function exactly like the Expertise Finder except it would identify people with particular interests rather than particular expertise. Finally, I could use the Publisher tool to 'push' selected content out instead of waiting for people to come and get it, and a Subscriber tool, based on RSS, that puts out a 'standing order' to pull in and aggregate others' content that meets my specified criteria.

Just-in-time. Dead simple. Built on information I maintain, control and organize my way. Personal versus business information, internal or external, doesn't matter. A utility. An appliance.

You could even build additional commercial and transaction tools on top of this. Buy a 'smart' fridge/freezer that takes inventory of what you have, 'permission' it to feed your PCM tool, and your grocery supplier can automatically compute, fill and deliver your order with no intervention by you at all.

There are some important lessons to learn from the success and failure of previous technologies. A combination of simplicity-of-use, personalizability and adaptability has made tools like paper, books, pencils, paints, diaries, typewriters, newspapers, timepieces, telephones, radio & TV, personal calculators, CDs and DVDs ubiquitous and hugely popular. In contrast, the lack of these attributes in tools like the PC, musical instruments, the VCR, the fax machine, almost all software, PDAs and videoconferencing, has severely limited the market for these tools, and caused millions to curse their complexity.

I don't blame first-generation social software designers for making the three mistakes that already have detractors raising their eyebrows. We need to do lots of experiments to see what will work and what won't. There's no harm designing and playing with skylights and new types of shingles even before the foundation is ready to be poured. And as Stowe said, social software "will become the cornerstone of a revolution in IT", not to mention a revolution in how we connect, network, and organize and share information -- activities that comprise much of the fabric of our lives. We just need to remember: Simple, Personal, Decentralized, Just-in-time.

NATURAL
ENTERPRISE -- THE ELEVATOR PITCH


NATURAL
ENTERPRISE -- THE ELEVATOR PITCH
07/02/2004 03:04 PM
Natural EnterpriseIn last week's post on Assembling the Team for Natural Enterprise* I promised that I would present an Elevator Pitch for such enterprises. Although this post is too long to deliver in an elevator ride, it does explain what Natural Enterprise is and why you might want to set one up or join one.

What is Natural Enterprise?
A form of self-organized, self-managed, community-based business partnership in which two or more people agree to make a living together as collaborators and peers, to strive to attain what each member needs to achieve for his or her personal well-being, to accept substantial responsibility for each other, and to respect and help the community or communities in which the enterprise operates. It is 'natural' because this form of socio-economic activity occurs ubiquitously in hunter-gatherer cultures and in non-human animal cultures.

Why is it different?

Modern Corporation
Natural Enterprise
Normal formation mechanism
Incorporation then eventually public offering
Self-organization as partnership
Source of initial capital
Large capital infusion from established corporations, capitalists and lenders, in return for substantial control of the business
Organic, from customers
Organizational structure
Hierarchical, centralized, top-down managed
Flat, networked, self-managed
Decision-making process
Executive decree
Unanimous consensus of members
Importance of innovation
Moderate; it is often easier to buy out, or buy off innovative competitors
Critical
Key strengths
Political and economic power; brand presence
Agility; customer proximity
Sales process
Develop product in lab, mass produce, advertise
Identify unmet customer need, develop customized solution, deliver to pre-qualified customers, market virally
Stakeholder priority
(1) Absentee shareholder-investors; (2) executives; (3) creditors
(1) Members; (2) customers; (3) community
Social & environmental responsibility
Subordinate to shareholder profit
Paramount; implicit and explicit
Optimal size
The bigger the better
Small: 5-150 members each with unique skills or knowledge
Primary objective
Profitable growth
Members' well-being

What's the catch?
Natural Enterprise could be to the modern economy what the Internet has become to modern politics and society -- an anti-hierarchal mechanism that democratizes and liberates economic power and opportunity the same way the Internet has democratized and liberated social and political power and opportunity. Both innovations fundamentally threaten established power, authority, 'wisdom' and control, by undermining them and rendering their hierarchies vulnerable and potentially obsolete. Large corporate oligopolies will recognize Natural Enterprises as threats to their power and profitability, and, much as they have responded to labour unions, will attempt to ignore, circumvent, weaken or crush them. For at least a generation, pionering Natural Enterprises, much like the fledgling Internet of the 1980s, will have to be content to play a minor role. Charles Handy envisions this as being like the relationship of the flea to the elephant -- Natural Enterprise will contract mainly with large corporations as suppliers, and will be to some extent dependent on these large corporations' largesse and their increased proclivity for outsourcing, along with the Natural Enterprises' own innovativeness and agility. As Handy says, such uneven contracts will at least be an improvement on the wage-slave employer-employee contracts they supersede. And eventually Natural Enterprises will become so numerous, and specialized and adept in so many industries and aspects of business, that they will start networking and contracting and associating with each other, using the power of the Internet. And much as specialty stores undermined and largely replaced the large, cumbersome, general-purpose department store, Natural Enterprises could ultimately eliminate the need for and replace large, cumbersome corporations. Just as the Internet created a socio-political and information 'World of Ends', where central control and authority are not needed and all value is created at the 'ends', so, too could Natural Enterprise create an economic 'World of Ends' where corporatism, oligopoly and massive size are not needed in economic entities and where all value is created at the 'ends' -- face to face with customers. It's a revolutionary and powerful and liberating idea, but it will take time, patience and energy to bring it about.

How do I set one up?
The Handbook is now being written. The framework is illustrated above. You can learn more about them here.

.

* What's In a Name? I have used the terms New Collaborative Enterprise, Existential Enterprise (Charles Handy's term), and New Tribal Ventures (Daniel Quinn's term) to describe such enterprises. The 'new' in these terms suggests there are 'old' collaborative enterprises, the term 'existential' has been voted off the island by readers of this blog as too highfalutin' and intimidating a term, and terms like 'tribal' conjure up images of war paint and noble savages. Autopoietic Enterprise (it means self-creating and self-managing) is accurate but unpronounceable and would probably be perceived as pretentious. Readers have suggested the terms 'Natural Enterprise' (Harold Jarche) and 'Organic Enterprise' (Don Dwiggins), which I like because they're simple and descriptive. I like Natural better because its opposite (unnatural) is exactly what the modern corporation is, while the term 'organic' is a bit ambiguous (it means 'related to organs', 'related to organisms', 'carbon-based',  and 'instrumental', of which only the second definition is a propos). I' almost decided to keep 'Collaborative' in the term for two reasons: To stress that these enterprises entail more than one person working together (a sole proprietor, to me, does not an enterprise make, even if s/he is a powerful networker -- enterprises are about people making a living together), and because it would allow me to continue using the acronym NCE, which has gained some common parlance over the past year. But in the end, simpler is better, Natural Enterprise is inherently collaborative, and I was taught 'when in doubt, leave it out'. So Natural Enterprise it is -- thanks to Harold for the inspiration.

BUSH
EMPLOYMENT PROMISES - UPDATE


BUSH
EMPLOYMENT PROMISES - UPDATE
08/07/2004 12:14 PM
US Employment
As promised in February, here's an update on the US employment data. After a lot of ballyhoo in recent months, the US Department of Labour has released terrible July employment growth data, and quietly revised downwards the employment data for the previous two months. The latest 'preliminary' (subject to additional revision) numbers for June and July are 131.24 and 131.27 million respectively. Even assuming a resumption of the very modest increase rate in the Spring, employment is unlikely to reach 132 million by the end of the year. This compares to 132.4 million when Bush 'took' office four years ago, and 135.3 million promised last January (though by one interpretation of his mangled speech, he was really only promising 132.5 million). This would make Bush the first president since the great depression to record an absolute loss in total employment during his administration.

In order just to match the 150 thousand new entrants to the labour force each month due to population increase, employment should be rising by 1.8 million per year, and should now be nearing 139 million. What's worse, the quality of the new jobs created has been exceptionally poor. Rather than creating high value, knowledge-intensive jobs to replace the jobs offshored to lower-wage countries, nine out of ten of the highest-growth sectors of employment are low-wage, low-expectation jobs (food service, secretarial etc.) Most growth continues to be in part-time and temporary jobs. No surprise that so many have just given up looking for work. So much for trickle-down economics, and the promised stimulus of Bush's tax giveaway to his rich friends.

Yet a recent AP-Ipsos poll reports 46% of Americans 'approve' of Bush's handling of the economy. Who are these people and what have they been smoking?

THE TEN MOST
UNDER-REPORTED HUMANITARIAN EVENTS OF
2003


THE TEN MOST
UNDER-REPORTED HUMANITARIAN EVENTS OF
2003
02/10/2004 02:48 AM
map
Médecins Sans Frontières (Doctors Without Borders) recently released its list of the ten most under-reported humanitarian events of 2003. The map above shows which countries these events occurred in. Although the MSF site is temporarily down, you can read the complete details of these stories here. The top 10 stories are:

  1. Tens of thousands seek refuge in Chad from wars in Sudan and Central African Republic
  2. Ongoing oppression of civilians, war and dislocation in Chechnya
  3. Tenth year of civil war in Burundi lowers life expectancy to 40, causes massive dislocation
  4. Three million displaced in Columbia, infrastructure destroyed, violence & disease rampant, 'drug war' ruins economy
  5. Daily terror and disease in Eastern Democratic Republic of Congo pushes 20-year death toll past three million
  6. Annual death toll from malaria in sub-Saharan Africa reaches two million because $1 treatment is too expensive
  7. Twelve years of violence, displacement, flooding and drought make Somalia the world's most destitute country
  8. Millions of refugees fleeing starvation and terror in North Korea struggle in fear and deprivation in hostile China
  9. 'Free' trade agreements deprive millions of AIDS victims in Southern Africa and elsewhere of affordable treatment
  10. War, displacement and lack of medical care produces massive malnutrition in Ivory Coast and Liberia

Why aren't the media covering these stories? None of them is physically close to the West. None of them involves countries with resources of strategic importance to the West. Almost all of them are ongoing, so there is nothing 'new' to report each day. None of the people in these countries has resorted to terrorist attacks against the West to bring attention to our indifference to their plight. And all of them are intractible problems, and therefore issues that those of us in the West would rather not know about.

THE GLOBAL
FOOTPRINT STRESS INDEX


THE GLOBAL
FOOTPRINT STRESS INDEX
12/19/2004 02:54 PM
FSIMap
Global Footprint Stress Index: Extreme (purple, >10), High (orange 3-10), Moderate (yellow 1-3), Low (white <1)

Last month I wrote an article suggesting that a propensity for war-mongering and civil violence, i.e. the tendency to take hasty and extreme action rather than a reasoned and responsible response to a crisis, might be attributable to what Edward Hall describes as population stress, the adrenaline-driven aggressive/panic stress response that all creatures exhibit when their population greatly exceeds sustainable carrying capacity. Hall explains that this is nature's 'last resort' method of bringing the population of the species quickly back into balance with the rest of the ecosystem, when the species fails to manage its own numbers and when opportunistic diseases don't do the trick. Earlier I had calculated< /a>  a simple Population Stress Index (PSI), which was computed by multiplying density per arable square mile by population growth rate, and I compared it to an astonishingly similar map by another blogger, Matthew White, showing violent death rate by country.

As I explained in last month's post, the PSI is an imperfect stress index. It does not show the very different levels of consumption and demand on local resources of people in different countries (which has as much to do with sustainability as population). So I have now computed a Footprint Stress Index (FSI), plotted on the map above, which is computed as follows:
  1. First, I calculated the Resource Use Index by taking the aggregate Ecological Footprint (EF) of each country in hectares (the per capita footprint from sources such as the Living Planet Report, times the country's population), and dividing it by the number of habitable hectares of land in the country (I used as a proxy for this the lesser of 80% of total land area and 200% of Oxford's 'arable land area' data). This very useful number indicates the number of times over each country's citizens are using the renewable and sustainable resources available to them. A Resource Use index of 1.0 is sustainable. An index of, say, 5, indicates that to restore the country to sustainability, it needs to do some combination of reducing population and reducing per-capita resource consumption, by a combined 80%. The table below shows some sample Resource Use indices I computed.
  2. Then I multiplied this Resource Use Index by the estimated annual growth rate of the country's aggregate Ecological Footprint. For this, I started with the annual population growth rate as a proxy (the EF studies suggest aggregate footprint and population are growing at roughly the same rate), and then substituted more precise EF growth rate numbers when I could find them online (China's EF is growing much faster than its population, for example).
Resource Use Index: Sample Countries
80 Japan
60 S.Korea
40 Israel, Palestine
35 Switzerland
25 Netherlands, Belgium, UK
16 Germany
13 Ireland, France, Italy, Venezuela
11 US, Columbia, Chile, Sweden
9 China, Philippines
8 Congo
6 World Overall
6 S.Africa, New Zealand
5  Brasil, Iran, Mexico
3  Canada, India, Iraq, Russia
2  Australia, Argentina
1  A few equatorial African nations

Footprint Stress Index: Sample Countries
40+   Israel, Palestine, Saudi Arabia, Kuwait
30 China
18   Congo
12   Venezuela, Columbia
10   US
  8   Chile
  6   India, Netherlands, Belgium, Iraq
4.5  World Overall
4.0   Mexico, Iran, UK
3.0   New Zealand, Sweden
2.0 &nbs