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PERSONAL CONTENT MANAGEMENT: AN EXPLORATION







PERSONAL
CONTENT MANAGEMENT: AN
EXPLORATION

PERSONAL
CONTENT MANAGEMENT: AN
EXPLORATION
02/18/2004 04:12 PM

three tiered ipkmIn a recent post I advocated almost a complete replacement of existing knowledge management systems and intranets with a three-tiered set of simple, intuitive tools consisting of:
  1. Personal content management tools -- to help people organize their personal information (and other information they've aggregated) their way, and identify who they will permit to access it under what circumstances ('permissioning')
  2. Metadata tools (invisible to the user) -- to automatically reorganize this personal content for effective, permitted use by others
  3. Social networking applications -- to help people identify other people (inside and outside their organization) with particular expertise or shared interests, connect and collaborate with these people and with people in the individual's self-defined networks, via Simple Virtual Presence, browse and subscribe to others' permissioned personal content, and publish their own permissioned content.
In my early thinking about this, I proposed a new consulting discipline called Personal Productivity Improvement (PPI) to help individuals, starting with those in the front lines of organizations, make better use of the tools and content on their personal computers. When I spoke to people in several businesses in different industries, they were very enthusiastic about this idea.

On giving it further thought, however, I wondered whether PPI was the solution to the wrong problem. If the tools and information on people's PCs and intranets are unduly complex, counter-intuitive, and inappropriate for the key business problems that front-line people need to solve, so that people use other processes (walking down the hall to speak to colleagues), other tools (the public Internet) and other sources of information (the people in their rolodex) instead of the ones supplied by their employer -- doesn't this suggest it's the tools that need 'improving', not the users and the processes they use?

I believe personal content management tools are the place to start, because since the earliest days of business, the principal way of sharing information has been peer-to-peer, the most valued 'repositories' of business information have been personal filing cabinets, and the principal schema for organizing work has been the personal desktop. It makes sense, therefore, that tools that facilitate and reflect these well-established 'knowledge processes', information sources and networks should be much more successful than the complex, centralized, hierarchical knowledge management tools and repositories that have been foisted on users for the past decade.

I wrote the other day about attempts to replace paper, and about Gladwell's study of why paper and documents have proven so durable and successful even in this electronic age (spatial flexibility, tailorability, browsability). And I believe any schema for personal content management needs to reflect and honour our most established 'information behaviour' -- the shuffling of paper. The founders of a company called Alias Research (now part of Silicon Graphics, but in the process of being spun off again) were powerful advocates of making technology adapt to human behaviour rather than the other way around, and I agree with them 100%.

Lowest common denominator, across all job descriptions, levels and industries, are these fundamental 'knowledge worker' behaviours and needs:
  • "Knowledge-work"-in-process management entails the dynamic, three-dimensional shuffling of paper and documents in a workspace, usually a physical desktop. The organization of the workspace is highly personal and varied, and often opaque to anyone else trying to figure out "how X organizes his stuff".
  • People learn, and add value to others' work, through annotation, also a highly-personal and varied process
  • Conversations, overwhelmingly one-on-one and face-to-face, are the principal means by which almost all knowledge work is done. Even research is more highly-valued if it is 'primary' (derived from personal conversations), rather than 'secondary' (derived from library or database searches).
  • Context is critical to most knowledge work. In business conversations I have observed, three times as much time is spent understanding the context for an opinion or fact, as is spent actually understanding or debating the opinion or fact.
  • Knowledge work's ultimate purpose is usually to enable informed decisions. Most meeting time is wasted because the decision has already been made, or because no decision depends on the matters being discussed in the meeting, or because people in the meeting cannot relate what is being discussed to a decision that they have a personal stake in. The process by which most business decisions are made should terrify most stakeholders -- this process is frequently emotional, biased, impulsive and uninformed. The executive's gut instinct, and opinions offered by his/her inner circle (usually arrived at by the same flawed process) both trump objective assessment. Much knowledge work is therefore used only to justify a decision already made subjectively, and contrary evidence presented is usually either discounted or ignored. That's not necessarily a bad thing -- we do expect decision makers to be able to make good judgements based on their experience, and not always have to rely on outside empirical knowledge.
So, while we must be sanguine that it's not going to make much impact on how things are done in the corner offices anyway (which explains perhaps why execs I spoke to were not enthusiastic about investing in Personal Productivity Improvement), how would we design a personal content management suite of tools to improve the effectiveness of these knowledge worker behaviours and processes?

I'd start by creating a machine-readable analogue of the physical workspace. We need a Workspace Tool that allows us to shuffle virtual documents the same three-dimensional way we shuffle physical ones. That tool should replace the 'arrow' cursor with a 'hand' cursor, like the Acrobat pdf cursor but a lot more flexible. The 'hand' needs to be able to pick up and move a document, and to pick up and read and browse a document, and to be able to clip a document or a piece of a document to another, either temporarily (so the documents could be separated again) or permanently (so they would become a new document), and to be able to place any document anywhere in a stack of documents. The 'hand' needs to be able to put two documents side by side and browse them simultaneously. The tool needs to allow the user to do this on multiple three-dimensional virtual workspaces, that the user can label as they see fit. It must allow the user to make multiple copies of the document, and move or change each copy in different ways. And it must allow the user to send any copy of the document to any number of other people (without opening another 'application') and to 'permission' the document to identify who else can 'subscribe' to it -- the set of people who they will allow entry to this virtual workspace to access it.

Such a tool would allow us to capitalize on the economy of 'virtual' space by doing away with the 'filing cabinet' -- that horrible black hole invented by Dewey the librarian into which documents disappear never to be found again, which Windows has tragically copied. Instead, we would 'save' the entire workspace, with its three-dimensional array of documents intact. It would be neatly put away but, if we needed something in that workspace again, we would simply open the entire workspace again, arranged in the way that made sense to us, and instantly find what we were looking for by where it was in the space, not by having to remember what awkward name we gave it. And then on to the next project with a 'clean' new workspace.

This tool would need to be indifferent to the document's format -- whether the suffix was .doc or .xls or .ppt or .html or .pdf would be irrelevant. More importantly, e-mail messages and other 'recorded conversations'  would need to be seamlessly accommodated just like any other document.

There are some tools today that do limited parts of the above, but in awkward and unintuitive ways. This needs to be as simple as child's-play, and will probably require software designers to start from scratch and throw away all their familiar technological architecture constructs in favour of the human information constructs we have used at least since Gutenburg. The Workspace Tool could eliminate the need for Windows Explorer and similar 'file management' tools on most computers.

OK, that's a start on the spatial flexibility and paper-shuffling spec for the tool. Let's go on to annotation. I've seen some limited annotation functionality in a program called FolioViews, that 'labels' each user's notes and/or changes in a publicly-accessible and centrally-controlled document. MS Word has some such functionality in its 'edit mode'. E-mail uses blacklining or indenting to create 'threads' of consecutive commentary. And wikis take it to the next step -- collaboration -- but at the cost of not distinguishing which individuals contributed and changed what, which requires enormous trust. All of these are forms of annotation. But you have to admit they're pretty clumsy.

Again, let's look at how it happens in the physical world, and emulate that. For short additions we use the carat and write above the line. We cross out, without eliminating legibility, to indicate deletion. We use the margins, and, if that isn't enough, a separate page with a numbered reference for commentary and longer additions. We may use post-its for the same purpose, or for personal notes pertinent to the document.

There are three reasons this is much easier with a pencil and paper than on a laptop. The first is flexibility -- by writing smaller or at an angle we can squeeze a lot of changes into a small area, and we can use graphics as well as text. And we can move stuff around within the document easily. The second is recognizability -- we can tell by the handwriting whose changes are whose. The third is comparability -- we can put two pieces of text side-by-side to compare them or see if they're compatible as we decide what edits or annotations to make.

How could we do this in a simple, intuitive way on a laptop? This is much more challenging because of the different native formats of all the documents we annotate. I suspect any intuitive Annotation Tool would need to quietly convert each document to a bitmap in the background. It would also need to pre-set the user's annotation 'voice' -- using some distinctive font, typestyle, textstyle and/or font/background colour to set off the annotations from the rest of the document. It would use the pencil, rather than the hand or arrow, as the cursor symbol. It would need a simple 'insert or comment' functionality that would automatically expand the available space -- exactly at the point of insert -- to contain all that the user wanted to add. That functionality would include a simple freeform drawing tool for graphics. The tool would need a 'mark to delete' functionality that didn't obliterate what was proposed for deletion. It would need a 'replace' functionality that combined the 'insert' and 'mark to delete' functions. It would need a 'highlight' function. It would need a 'move' function. It would ideally need a 'cross-reference' function that would allow the annotator's inserts and comments to dynamically link to another place in the document, or a section of another document.

The key again is simplicity and intuitiveness. When the user places the 'pencil' cursor in a space and starts drawing or typing, the tool would automatically interpret this as an 'insert or comment'. Click and drag would first 'highlight', and then if the user started drawing or typing it would be treated as a 'replace', whereas if the user hit the 'delete' key it would 'mark to delete' and if the user then moved the pencil cursor elsewhere in the document and hit the 'insert' key it would leave a numbered flag at the original point and move the highlighted content to the new location. The key sequence 'cf.' could activate the 'cross-reference' function. No menus, no special function keys to remember. In fact, this simple analogue to the pencil could even replace the word processor and html composing tool for all but the most sophisticated document preparation. For what is composition beyond starting with a blank page, and successively inserting, replacing, deleting, moving, annotating and cross-referencing?

nonaka kccEven if this Annotation Tool isn't able to interpret and spruce up the hand-drawn graphics into more professional form, as long as it is able to compress the annotated document to a reasonable file size for storage and transmitting to others, its product could become the ubiquitous standard format in which virtually all documents are maintained on our computers. And most important, the Workspace Tool and the Annotation Tool together could obviate the need for most of us to ever print out anything in hard copy. So not only would we save a lot of paper, we'd no longer have to worry about page size, page cutoff or printer compatibility.

As I've mentioned before, I think UXGA technology is also essential to getting us to this state, since it allows the user to review, without eyestrain or scrolling, two complete pages side-by-side on the screen. I also think significant productivity improvement will only come when the third 'layer' in the chart above -- social networking applications that allow us to identify relevant contacts, connect to them powerfully, simply and virtually, and share our permissioned content with them -- have been built on top of these newly-improved personal content management applications. Only the three 'layers' of tools working together can enable powerful, context-rich virtual conversations, so that Dr. Nonaka's famous 'virtuous cycle' of knowledge creation (pictured just above right) can finally become a reality. And then, decision-makers will no longer be able to blame awkward and inappropriate technology for being uninformed.




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THAT'S
AWFULLY PERSONAL: THE HOUSE
AFLAME


THAT'S
AWFULLY PERSONAL: THE HOUSE
AFLAME
05/28/2004 07:42 AM
that's awfully personal
H
ere are my answers to this week's That's Awfully Personal questions:


Q: Your home is aflame and burning out of control. All living creatures have been safely evacuated. You have time to go back in quickly and save one possession from the flames. What would it be, and why?

A: Anything in my house that can be captured digitally -- music, photos, written documents -- is on my PC, and the monthly backup is offsite, so my PC would not be the first thing I'd save. That digital record includes an itemized list and photos of valuables for insurance purposes. Almost all our collectibles are replaceable. I'm not terribly attached to things, including heirlooms or clothing. So I guess I'd rescue one of the very few original works of art we have in the house. I'd be far more concerned about the fire spreading to the hundreds of trees and the wilderness area of our property, and that of our neighbours.

Q: The very attractive spouse of your good friend comes on to you, gently but persistently, at a garden party. How do you deal with the spouse, and what, if anything, do you tell your good friend, who gets jealous easily, about the incident?

A: I'm very old-fashioned when it comes to total honesty in relationships. With two important exceptions, I would immediately, tactfully reproach the spouse and tell her that her husband was a good friend, and that 'this behaviour' is inappropriate. I would do so even if it were some other guy she was coming on to, if I witnessed it -- I think that responsibility comes with close friendship. Exception One: If alcohol was a significant factor, I'd get my good friend to take care of his wife before she did something she'd regret later, rather than saying something to her directly. Exception Two: In some (but not all) cultures, flirtation is a harmless activity, not intended to in any way diminish or dishonour a loving relationship, or to lead to infidelity. Provided my good friend and his spouse (and I and my spouse) all understood this for what it was, what it meant and didn't mean, and the rules and limits of behaviour, I'd play the game, and enjoy it. Alas, it's a dying art, a social skill and a form of dance we Anglophones especially would be wise to relearn.

If you're interested in playing That's Awfully Personal each week, the questions, and a complete explanation, can be found here .

THAT'S
AWFULLY PERSONAL: GENIES, DECLARING WAR,
AND CELEBRATING BAD TASTE


THAT'S
AWFULLY PERSONAL: GENIES, DECLARING WAR,
AND CELEBRATING BAD TASTE
06/29/2004 03:30 PM
that's awfully personal
H
ere are my belated answers to the last few weeks' That's Awfully Personal questions:

Genies

Q: A genie appears before you and says: "I am merely an apprentice genie, so I can't grant three wishes, but I have the power to change the personality of humankind. If you want me to do so, you must complete each of the following two statements with a one-word adjective that describes a human quality or character trait. The word you choose for the second question can't be the opposite of the word you chose for the first. Are you ready?
(1) I wish every human on Earth was __________.
(2) I wish no human on Earth was __________."

The genie then waves her hand and makes it so. The question is: What are the two adjectives you would choose? How much would you, yourself, be transformed by the genie's changes? Describe a situation when you exhibited the trait you chose to abolish in statement (2), or wish you had exhibited the trait you chose to give everyone in statement (1).

A: (1) conciliatory and (2) greedy. I believe we're all born fair and generous, but for most of us something happens to our egos and psyches as we grow. We get damaged, wounded, and we end up, as a defensive mechanism, unreasonable, selfish and acquisitive. If the genie could set us all right again, I think we would immediately see the answers to Earth's, and our own, problems, and be able and willing to work with others to solve them. How much would I be changed? Probably more than I'd like to admit. I try to be fair and generous, but I have far more than my fair share, I give up far too little of my time to help others, and I am very intolerant of meanness, conservatism, untruthful and unfair behaviour, to the point I can't stand to be near such people, let alone try to work with them. I regret every ungenerous act (and failure to act) and every unreasonable act of my life, of which there have been many (though fewer as I get older), and regret most of all the many times I have lost my temper, since it has accomplished nothing.

Declaring War

rapper pants
Q: You've heard about the war on crime, terrorism, drugs, high prices etc. Steve Raker thinks that this is inevitably going to lead to war on: clogged drains, rude behaviour, undercooked fish, tall vehicles in front of you, inadequate kitchen counter space, uneven tire wear, dust, computer batteries that run low too fast, and, my favourite, "War on Waiting for Someone to Get Off the Phone When All You Need is Like Two Seconds of Their Time and if They Would Just Look Your Way You Could Probably Even Do it With Hand Signals".

What pet peeves do you think we should 'declare war' on? Extra points if you can provide a picture of one of them.

A:
  • War on telemarketers who start their call with "Hello, Mr/Ms (mispronounce your name), how are you this evening?"
  • War on people who drive exactly the speed limit in the left lane.
  • War on people who never have anything positive to say about anything, and anyone who has ever said "That's a dumb idea" or "We tried that and it didn't work".
  • War on grudges: "If X is coming to your party I'm not coming because in 1997 his dog barked at my dog and he didn't apologize."
  • War on f ashion slavery, especially pants that are too loose, tops that are too tight, brand names on sweatshop clothes and interminably boring colours for menswear.
  • War on ridiculously overpriced incredibly bland Italian food served in tiny portions on gigantic plates.
  • War on inflexible design: Houses and offices and cars should be built so you can move, add or remove walls and doors and windows, Lego-style, when your needs or family size or workteam size changes and you need less, more, or differently-configured space.
  • War on anyone who has ever been mean or cruel to an animal or a child.
  • War on people who cancel at the last minute.
  • War on fences, entrance gates, and "no trespassing" signs.
  • War on Orwellian language: Patriot Act, No Child Left Behind Act etc.
  • War on chainsaws before noon on weekends.
  • War on stuff that breaks before it's worn out.
  • War on conformity.

Celebrating Bad Taste

cat-clown

Q: One of the phenomena of the 1970s was the Kitsch Party. Participants were required to wear an item or ensemble that exhibited incredibly bad taste, and to bring a household or artistic item of similarly abominable taste. You were not allowed to purchase or make tasteless items just for the occasion -- they had to be in your house, or borrowed. Everyone voted on the most tasteless items. At one such party, the 'winning' outfit consisted of a lime green and olive spandex miniskirt with ruffles, topped with a bizarre orange designer-made crop-top with a single shoulder strap. The winning household/art object was a ceramic ashtray featuring a 6" tall Jesus on the cross.

If you were invited, along with a significant other, to such a Kitsch Party, what borrowed or closeted outfit would you wear, and what would you get your significant other to wear? What owned or borrowed work of art or decor would you bring? And what's the most tasteless item of clothing or art you have ever seen anywhere? Extra points if you provide pictures, and double points if you're wearing the items in question.

A: My neighbours have never forgotten when I used to walk Chelsea, and often stop off and visit, wearing a pair of badly faded, very short, incredibly comfortable salmon-colour running shorts. "Don't you have any shorts of your own, that you have to wear your kids' castoffs?" I was told on more than one occasion. Clearly people do not think these are attractive on a 50-year-old man with pale, out of shape legs. So if I could find them, I would wear those wonderful shorts, along with a cutoff white frayed muscle shirt that has splotches of beige paint all over it. I wouldn't presume to suggest to my wife what she should wear to a Kitsch party. And although my wife thinks it's funny, my household/art item of choice for a Kitsch party would be one of those old "accordion" prints that look different when you look at them from opposite sides. Hers is illustrated above from both sides.

If you're interested in playing That's Awfully Personal each week, the questions, and a complete explanation, can be found here .

THAT'S
AWFULLY PERSONAL: DO WHAT YOU
WANT


THAT'S
AWFULLY PERSONAL: DO WHAT YOU
WANT
06/05/2004 10:16 AM
that's awfully personal
H
ere is my answer to this week's That's Awfully Personal question:


Q: You wake up in a strange new world where everyone gets paid the same salary no matter what they do for a living, even if there's no obvious 'market' for it, and no matter how many hours a week they work at it. And everything costs 'whatever you can afford'. What would you do for a living? Is this something you're already good at, or something you'd like to *become* good at? What kind of people would you like to work with, or would you prefer to work alone? And what would you do with your new-found leisure time?

A: For a living, I'd study and report on the languages of other animals, so that ultimately we could learn to talk to them, and learn from them (more than we do already). I have some skills that would help: Strong analystical and problem-solving ability, creativity and communication skills. But I'd need to study linguistics, to be a better listener, and to pay more attention to detail. I'd like the project to be self-managed, and the team working on it to be self-selected (that means we would pick each other, not that I would pick the team). My spare time would still be spent as it is now -- writing -- though I would probably also spend more time talking with, perhaps in a teaching/coaching (but not lecturing) capacity, young people.

If you're interested in playing That's Awfully Personal each week, the questions, and a complete explanation, can be found here .

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.

TOP 50
MANAGEMENT THINKERS


TOP 50
MANAGEMENT THINKERS
02/11/2004 10:51 AM
thinkers 50
A website called Thinkers 50 has released its annual list of the 50 most important living management thinkers. The site has detailed bios of those that made the list. Site visitors can nominate anyone of their choice, and a panel of five business writers then votes on the extent to which each nominee meets the following criteria:

1. ORIGINALITY OF IDEAS
2. PRACTICALITY OF IDEAS
3. ORAL PRESENTATION STYLE
4. WRITTEN COMMUNICATION PROFICIENCY
5. LOYALTY OF FOLLOWERS
6. BUSINESS SENSE (PRACTICE WHAT THEY PREACH)
7. INTERNATIONAL OUTLOOK
8. RIGOR OF RESEARCH
9. IMPACT OF IDEAS
10. GURU FACTOR


Here's the list. I've had the pleasure of meeting a dozen of these people, and reading the work of all but a handful of them. I think it's a good, objective list (though I'd have added Herman Daly, Steve Denning and a few others who are conspicuously missing):

1    Peter DRUCKER
2    Michael PORTER
3    Tom PETERS
4    Gary HAMEL
5    Charles HANDY
6    Philip KOTLER
7    Henry MINTZBERG
8    Jack WELCH
9    Rosabeth MOSS KANTER
10    Jim COLLINS
11    Sumantra GHOSHAL
12    CK PRAHALAD
13    Warren BENNIS
14    Peter SENGE
15    Robert KAPLAN & David NORTON
16    Stephen COVEY
17    Edgar H SCHEIN
18    Chris ARGYRIS
19    Kenichi OHMAE
20    Bill GATES
21    Kjell NORDSTROM & Jonas RIDDERSTRALE
22    Clayton CHRISTENSEN
23    John KOTTER
24    Nicholas NEGROPONTE
25    Jim CHAMPY

26    Andy GROVE
27    Scott ADAMS
28    Richard PASCALE
29    Daniel GOLEMAN
30    Naomi KLEIN
31    Chan KIM & Renee MAUBORGNE
32    Don TAPSCOTT
33    Michael DELL
34    Richard BRANSON
35    Edward DE BONO
36    Ricardo SEMLER
37    Thomas A. STEWART
38    Geoffrey MOORE
39    Jeff BEZOS
40    Paul KRUGMAN
41    Lynda GRATTON
42    Alan GREENSPAN
43    Manfred KETS DE VRIES
44    Robert WATERMAN
45    Watts WACKER
46    Patrick DIXON
47    Geert HOFSTEDE
48    DON PEPPERS
49    Stan DAVIS
50    Fons TROMPENAARS


The ones I've italicized above have been the subject of at least one How to Save the World post in the past year. As soon as Google catches up spidering my streamlined blog pages, you'll even be able to use the search bar in the upper right sidebar to find the articles in question.

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.

NATURAL
ENTERPRISE: FILLING AN UNMET NEED


NATURAL
ENTERPRISE: FILLING AN UNMET NEED
09/03/2004 04:31 PM
(Fourteenth of fifteen* instalments of the upcoming book Natural Enterprise. )

nat enterprise"Find a need and fill it". I have heard this quote from no fewer than a dozen successful business leaders. Ted Rogers, son of the inventor of the alternating-current radio tube (that allowed radios to be powered by electricity), and one of Canada's most successful entrepreneurs in his own right, recognized a need for more varied radio and television programming in Canada, so he bought up some new and very inexpensive licenses, for FM radio stations (when there were no FM stations and few FM radios), and for Cable TV distribution (when there were very few cable distributors or customers). Ted usually starts his speeches with the six-word quote that began this paragraph.

Entrepreneur Magazine lists 'find a need and fill it' as Rule #1 for business start-ups. Chuck Frey's 'Innovation Tools' says these six words lie at the root of any business success. It's the most important business advice you can give.

But what does this mean? It means that every successful enterprise's offerings (products and/or services) meet four criteria:
  1. They fill an unmet business, social or consumer need.
  2. The enterprise understood why the need wasn't already being met, and overcame those obstacles.
  3. The enterprise has the competencies to effectively create and deliver offerings that fill that need.
  4. The enterprise has the resources to bring those offerings to the marketplace.
This may sound like a simple recipe, but it's actually quite difficult to achieve. The market for products and services, though far from perfect, is reasonably efficient at identifying and satisfying needs. If you find an unmet need, there is almost surely a reason why that need isn't being met by some other enterprise. You need to find out what that reason is, and overcome it. And then you need to gather a team of people with the collective competencies to design, produce, market and distribute the product or service that meets that need, and the resources (physical, financial and intellectual) needed to do so effectively. Easier said than done.

The key to doing this is in research, the difficult, time-consuming (but usually inexpensive) process of discovering the who, what, when, where, why and how of unmet needs. There are two kinds of research: Secondary research entails reading and browsing online to gather information that has already been published about the market, and need, and the possible solutions to it. Primary research entails talking to people directly to answer these questions, gathering unpublished information and intelligence. Successful needs identification usually stems from primary, not secondary research.

How do you go about doing this? To some extent it will depend, of course, on what the business idea is. You're going to have to be creative and patient and methodical in solving the all-important problem of identifying what the market needs, which is not already being satisfied by existing products and services. That means you're going to have to take the time to learn a lot about the marketplace, and about customers. Here are some ideas to get you started:
  • Look at changes and trends in the marketplace: What's hot, and what new needs will the demand for suddenly-hot products and services spawn? How are consumer attitudes changing? How are buying behaviours changing? How is the market changing to respond to changing consumption patterns?
  • What are people complaining about? Every complaint reflects an unmet need.
  • What problems are businesses facing? What's keeping executives awake at night? What could you offer that would let them sleep better?
  • What do people think there's never enough of? Sustained shortages represent business opportunities.
  • What are the gaps in products and services? In The Support Economy, Shoshana Zuboff describes the next economy as one where the customer's needs are met 'end-to-end'. People don't have time or patience to fill in the product and service gaps, like when the great product breaks down and there's no backup, or when the daycare service closes two hours before they get home from work. A gap implies an unmet need.
  • Likewise, is there a new service that you could 'wrap around' an existing product or service to make it more valuable? (Offering haircuts and rinses in people's homes and offices, or dinner on the commuter train, for example.)
  • In Innovation and Entrepreneurship, Peter Drucker identifies seven areas of innovation opportunity resulting from discontinuities, all of which can be used to unearth unmet needs:
    • Unexpected occurrences (if Kerry wins in November, what new market opportunities will that present?)
    • Perception/reality incongruities (when we realize that greenhouse gases will bring about massive climate and environmental change in our lifetimes, how will consumer needs change?)
    • Process weaknesses or needs (some believe advertising has no future: if they're right, what will business need in order to get information to consumers in other ways?)
    • Industry and market changes (what will $160/barrel oil mean to us all?)
    • Demographic changes (with a huge number of people retiring in the next 10-20 years, what will they do with their time?)
    • Buyers' attitude and priority changes (consumers see file-sharing as a work-around for CD price-gouging and TiVo as the solution to lousy program offerings and excess commercials -- what does that mean for these industries?)
    • New scientific and business knowledge (how will RFID devices change the way we live, shop, work, and protect our privacy?)
  • Look at basic, overarching human needs: Health, safety, education, time, decent quality of life, meaning, recreation. How are our experiences of these things currently unsatisfactory, and how might they be improved?
  • What great ideas failed, and why? Maybe they were ahead of their time, and their time is now.
  • What's happening to transform certain industries, or economic sectors like education, public health, and even defense, and how might those transformational ideas, products, processes, technologies and models be applied in other industries and economic sectors?
  • What are big corporations looking to outsource? Could you offer them what they need in those areas?
  • What small "niches of need" exist in big business that other big businesses can't be bothered to address? (Event planning for example).
  • What small "niches of need" exist in consumer markets that big, unspecialized businesses can't be bothered to satisfy?
  • What new regulations exist that need compliance tools, processes, advice on compliance, and assistance?
  • Is there a market somewhere in the world for something we take for granted but they don't have at all? And vice versa, do people in some other countries take for granted things that we have never considered selling here? In Europe, for example, some movie theatres offer excellent cuisine and fine wine -- would that work in North America?
So now you've identified an unmet need, or, better, a whole raft of them. How do you investigate why these needs aren't already being met, and identify the competencies and resources that your enterprise will need to galvanize to fill those needs? The successful entrepreneurs I know all say they talked to a lot of people -- potential customers, potential suppliers, prospective competitors, experts in business startups, industry experts, market analysts, and others -- before they did anything else. The more people you talk to, the more you will learn, the closer the consensus of those people will approximate the true marketplace for your idea, the more alternative ideas you will be able to consider, the less likely you will hit the landmines that undo so many businesses with great ideas who rush prematurely into the market with suboptimal solutions. As you do your research, keep asking these questions until you're highly confident that you know the answers:
  • What exactly is the need?
  • Who exactly is the customer (the group that has that need)?
  • What are the alternative solutions to it? What are the benefits and drawbacks of each alternative? Which, all things considered, are the best, affordable alternatives?
  • Who is offering, and who could easily offer, each of those solutions? Why aren't they already offering these solutions?
  • What competencies and what resources would your enterprise need to have to bring the best alternatives to market?
No matter how wide a net you cast, you will probably be able to winnow the list down to a very few viable alternatives for each of a few needs that you believe your enterprise could competently satisfy. The best way to decide among these alternatives and needs is to do even more, mostly primary, research. Take a sketch or a prototype of your solutions (that's plural) to a significant cross-section of prospective customers and ask them to choose between them. Ask them how much they'd pay for it. Ask them what's wrong with it and what's missing. Ask open-ended questions (not just multiple choice or true/false, the way so many telephone 'surveys' do) and listen and take notes on the answers. If you're genuine and enthusiastic you can gather extremely valuable and reliable information this way, information you cannot get any other way, and which no one else will have.

You'll also learn a lot about the research process, and you'll get better and faster at it the more you persevere. I know researchers who are the de facto Subject Matter Experts on a lot of subjects, far more informed, and better able to substantiate their opinions, than the gurus who have worked in the industry all their lives. Good primary researchers have the benefit of current information gleaned directly from the horses' mouths, a lot of them -- the Wisdom of Crowds.

You might think it takes a lot of gall to get so many people to give you so much information and to offer their opinions free of charge. But entrepreneurs and researchers I know tell me people are often glad to help, and to offer their opinion, as long as the demand on their time is modest and that the solicitation is polite and personal. That means, ideally, face-to-face, with the telephone used only to secure an interview with them. Prepare to wear out a lot of shoes doing your research.

Because business' products and services are so diverse, it's hard to generalize beyond this point about the process of Filling an Unmet Need. As the next three chapters will show, not only does going through this painstaking and time-consuming process almost guarantee you success, it can also dramatically reduce the amount of time, effort and money you need to spend promoting and marketing your product or service (you've already met a lot of your first customers, and if you fill their unmet needs they will spread the word to others -- and take some pride in having played a part in your success), and it can even reduce the amount of money you need to raise to launch the enterprise. But most importantly, you should follow this process, gruelling as it may be, because it works. If you doubt me, talk to any successful entrepreneur about the value of doing this, and you'll be convinced.

In fact, this book, and the university-level Distance Learning course being built around it, came about precisely by this process: Prospective entrepreneurs, MBA students and professors I had been talking to over the past year kept telling me there was an urgent need for proven, comprehensive, practical business advice for entrepreneurs, both those looking to start their first business and those disenchanted with the struggle and disappointment that 'traditional wisdom' about entrepreneurship had led to. So I'm confident that this book will be a success and prove the entire point of this chapter, and without the need for a massive book publicity campaign.

* As the book nears completion, I've taken the liberty of revamping the order and the organization of the chapters somewhat. Chapter 11 (Day to Day operations) will now become part of an expanded Chapter 5 (Improvisational Planning and Day to Day Management), with additional material on self-managed enterprises (defined goals, roles and collaboration processes), on entrepreneurial decision-making (communication, consultation and consensus-building), personal productivity improvement and management by 'walking around'. Chapter 10 (Launch & Life Cycle) is being renamed Business Evolution and will be the final chapter in the book (an excerpt from this chapter, describing organic life-cycles, complex adaptive systems, succession planning and 'natural death', will appear next week in this blog). The material on Innovation will be spread across three chapters: The Importance of Innovation (why it has been historically the #1 driver of business success); An Innovation Culture (including how to develop core innovation competencies); and The Innovation Process. Confused? A complete table of contents will appear with next week's instalment. The final book will also include about 50 'mini-case studies' drawn from my personal experiences with entrepreneurs, and from some of the leading literature on entrepreneurship: Success stories of companies that have exemplified Natural Enterprise, and war stories of those that, mostly, have not. Many thanks for all the comments from readers that have helped make writing the book a joy, and a truly collaborative experience!

THE DEVIL'S
BARGAIN: CATASTROPHIC AGRICULTURE


THE DEVIL'S
BARGAIN: CATASTROPHIC AGRICULTURE
07/05/2004 04:02 PM
Fig.1
Figure 1

Richard Manning's book Against the Grain is a remarkable work -- succinct, well-researched, solution-oriented and mind-altering. It's an absolute must-read. Please don't settle for the synopsis below, and don't assume that because it's about the history and economy of agriculture it's a dull read. It's riveting. The issues that Manning describes in the book were first raised in his Harper's Magazine article last winter called The Oil We Eat. But the book goes much further.

In my earlier root-cause analysis of what 'caused' us to invent civilization, to abandon our joyful hunter-gatherer cultures, the cause-and-effect went like this:
  1. Ice age OR Overhunting -->Scarcity of food. After millennia of easy hunting of big, slow game, man suddenly had to start really working for a living...
  2. Scarcity of food-->Invention of agriculture. ...So he invented agriculture; if there wasn't enough food, he's 'make' his own...
  3. Agriculture-->Civilization. ...But agriculture required division of labour, instruction, hierarchies, and constant fighting with 'pests'...
  4. Civilization-->End of Virtuous Cycle (Fig. 1 above) and Start of Vicious Cycle (Fig. 2 below). ...And brought with it all kinds of unintended consequences.
But Manning has a more intriguing theory of the first two steps:
  1. Fire, Floods & Ice-->Grain monoculture. After natural catastrophes, hardy grains are often the first plants to reappear ...
  2. Grain monoculture-->Agriculture. ...Man in areas victimized by these natural catastrophes merely 'discovered' this, and then by creating continuous 'catastrophes' (clearing land with fire, flooding land through irrigation) exploited nature's own regeneration mechanism, which we call 'agriculture'...
The third and fourth steps are the same under both theories. Manning therefore calls what we now practice 'catastrophic agriculture' to differentiate it from the simple tending of 'wild' plants and animals as a secondary source of food by hunter-gatherer cultures without interference with natural cycles. The irony, he says, is that it wasn't scarcity of food that compelled us to invent agriculture, but rather the discovery of over-abundance of food in areas of natural catastrophe that seduced us into it.
Fig. 2
Figure 2

The 'discovery' of grain monoculture in areas of recurring natural catastrophe (like floodplains) was only possible where man was already settled, which only occurred in areas where fish were plentiful, which is where all agricultural cultures began (the birthplaces of civilization) before they expanded and merged into the single civilization culture we know today. Sedentary life, and soft grain gruels, also allowed a higher birth rate, since babies no longer had to be carried for four years until they were weaned -- and the population explosion began. The ability to store food also allowed the provisioning of armies, and the need to keep people from going back to their instinctive hunter-gatherer ways and abandon the farms required the use of force, which required hierarchy and government. The provisioned armies conquered the remaining hunter-gatherers (most notably in Africa and the Americas) and made them slaves on the farms. To keep unnatural hierarchy1 from crumbling, the governors bribed subordinates with extra resources, larger homes, and their own 'private' land, as long as the subordinates kept the slaves and peasants in line2. Wealth, and its inevitable partner poverty, were born. Dependence on monoculture, which failed often, gave rise to the first famines. Average human heights plummeted due to disease and poor, unvaried diet, bone deformities from constant stooping became commonplace, and grain monoculture and crowded villages allowed previously rare diseases to flourish: anemia, arthritis, malaria, syphilis, and tuberculosis, and, finally, plague, all of them unknown before agriculture. And the high-carb diet of grain monoculture also brought with it other new and unnatural phenomena: tooth decay, obesity, diabetes, lactose tolerance, and alcoholism, which devastated many hunter-gatherer cultures when they were suddenly exposed to this deadly and seductive diet. So agriculture was irresistible to man, the ultimate devil's bargain.

By doing so, man threw in his lot with a host of life forms that co-evolved with man and grain monoculture: this 'coalition' included the rat, insect pests, weeds and parasites as well as the aforementioned diseases and a handful of animals suited to domestication, all of which thrive with monoculture. In fact much of the 'conquering' of the hunter-gatherer world by 'civilized' man was really accomplished by our coalition partners: it was our diseases, to which hunter-gatherers had no exposure and hence no resistance, that killed most of them, not our weapons or their years of subsequent slave labour. The introduction of our domestic animals likewise altered the New World's terrain, since these animals had few natural predators and exploded in population, literally eating the natural flora to extinction. Like us, these domestic animals paid the price of civilization -- they are smaller, sicker and poorer than their wild counterparts, but the ultimate test of evolution is endurance, and our unholy coalition has passed that test with flying colours. Humans, members of the six domestic animal groups and the big five monoculture grains, and the rodents, insects, weeds and disease parasites that come with them have all flourished, at least in numbers, together, and together they now constitute a huge and growing proportion of Earth's biomass, while the millions of non-coalition creatures almost all face extinction.

Although our diseases did most of the dirty work, Manning argues that our civilization culture committed systematic genocide against every hunter-gatherer culture on the planet, from the Cro-Magnon man in Eastern Europe (whose language, intriguingly lives on only in the tiny Basque community whose culture is still under siege), to the First Nations of the Americas and Oceania. The result was what anthropologists have called "remarkable cultural homogeneity" and "pathological conventionality". Its sustained hallmark has been ever-increasing famines, the "very badge of civilization". The worst famine ever, and one of the most recent, in Mao's China, killed 80 million people. The second worst, in Russia, was also in the past century. Famine, a sudden and severe shortage of vital resources, breeds hunger, and that always breeds imperialism in turn. The alternative, common and legal in China for millennia until quite recently, is an invention called "Swapping Children / Making Food" -- in times of famine you exchange your children for your neighbour's, and then kill them and eat them and use their bones for fuel. Modern mythology would have us believe that famine is a political problem -- a consequence of bad distribution of food and bad government -- and while this is in part true, famine is ultimately an inevitable consequence of our fragile monoculture and massive overpopulation. This quote, describing one such famine in Ireland, where potato blight in one year eliminated 90% of the monoculture potato crop and hence 90% of the food, has given me nightmares:

In the first hovel, six famished and ghastly skeletons, to all appearances dead, were huddled in a corner on some filthy straw, their sole covering what seemed a ragged horsecloth, and their wretched legs hanging about, naked above the knees. I approached with horror, and found by a low moaning that they were alive, they were in fever -- four children, a woman, and what had once been a man. It is impossible to go through the details. Suffice it to say that, in a few minutes, I was surrounded by at least 200 of such phantoms, such frightful specters as no words can describe.

All of this because we threw ourselves out of the Garden of Eden, seduced by the lure of uniform plenty. Why and how did we get into this mess, and who is to blame? Manning recaps: "A population explosion generates the need to grow more food, but agriculture is the cause of that population explosion, and agriculture creates the need for government. The hierarchical, specialized societies that agriculture builds are wholly dependent on the smooth operation of their infrastructure, on transportation, on stability. Dams must be built, canals must flow, roads must be maintained and government must be established to order these tasks. Government leaders emerge from the social hierarchy that agriculture's wealth makes possible. Failures are human and inevitable. To hold agriculture blameless and government responsible for famine is like holding a lion blameless for a child's death on the grounds that it was the lion's teeth that did the damage. Poverty, government and famine are co-evolved species, every bit as integral to catastrophic agriculture as wheat, bluegrass, smallpox and rats."

Our solution, of course, was not to blame agriculture, but to try to make it more efficient. Although we now produce a massively excess amount of monoculture food, famines, starvation and poverty remain commonplace. So lately we developed the Green Revolution to increase efficiency of grain production, to increase yields and edible mass per acre and per plant. The theory was that these high-yield crops could be grown closer to the starving. But fifty years later this has not solved the problem, and it has in fact increased the fragility of the system. Plants are now patented, and GM now threatens existing plant species and diversity and their utter homogeneity exposes them to new vulnerabilities as nature evolves new pests and diseases to try to bring back into balance this massive, ecologically unsustainable and undifferentiated surplus. And these higher yields come with a huge price tag. Whereas a calorie of your home-grown carrots requires less than a calorie of non-photosynthetic energy to produce, a calorie of grain requires ten calories of energy to produce3, mostly in the form of Mideast-oil-based, highly processed nitrogen fertilizers poured onto severely and evermore soil- and nutrient-depleted land. Ironically, that fertilizer replaces animal manure, which is no longer economical to truck from the new concentration-camp factory farms (also developed to improve 'efficiency'). So most of the oil-based fertilizer runs off into the water supply, along with massive amounts of pesticides, herbicides, antibiotics and other by-products of 'efficient' agriculture and the mountains of shit from the factory farms, which no longer has commercial 'value'. And if the smell of that shit makes living in the area unbearable, that's fine, too, because Archer Daniels Midland and the other handful of companies that run this entire system can then buy up and concentrate the farms more cheaply. Besides, we don't want nosy 'eco-terrorists' and news media poking around and seeing what really goes on in those factory farms anyway. The cost of this is so phenomenally high that government subsidies now exceed the entire 'commercial value' of the food produced. It's a massive corporate welfare scheme originally designed to keep families on farms and now accruing primarily to the few corporations that control the industry. Taxpayers pay for these corporations to produce and process an absurd excess of bad food and to finance governments who pursue Middle Eastern wars to get the oil needed for fertilizer. And in return the taxpayers get cheap, tasteless, unhealthy, polluted food, monstrous animal cruelty, massive pollution of the air and water, heart disease, obesity, diabetes, tooth decay, alcoholism, ruined land, and unemployment. And still there is famine.

So what are we to do? Manning starts by pointing out what not to do -- try to get government to change the system. "The political system cannot be counted on to reform agriculture because the political system is a creation of agriculture, a co-evolved entity". Of course we should try to end agricultural subsidies, but Manning says we are unlikely to succeed. Vegetarianism can help, but not much: As long as the vegetables come from the same commodity system, they're still causing massive environmental and social damage and animal cruelty. And we couldn't go back to hunter-gatherer culture, at least not in our current numbers, even if we wanted to. But reducing human population is a necessary condition: "I do not take human population as a given; if we accept six billion as inevitable, we are doomed". Beyond that, Manning's solution is the same one that a rising chorus of radicals and revolutionaries is calling for: A walking away from this system and its products, and the creation of a new, healthy culture and economy. To Manning, focused on the food economy, this means:
  • Eating better: Selecting and eating a wide variety of exclusively organic, fresh, local, delicious, unpolluted, quality, unprocessed, non-factory foods.
  • Eating less: Since these good foods are unsubsidized and hence more expensive, eating less is economically advantageous, and, for most of us, it is also healthier.
  • Preparing and cooking your own: Not using processed or packaged foods even if they're organic and/or vegetarian.
  • Natural gardening: Personally producing your own food without use of any fertilizers, insecticides, herbicides or other unnatural products. Nothing more invasive than a fence to keep out the bunnies. On a larger scale this is called permaculture, and it's growing in popularity.
  • Supporting small, local farms: Going to farmers' markets, and challenging the vendors and operators to allow only local, unprocessed4, organic, small-farm products and free-range, grass-fed meats.
I am writing a book on Natural Enterprise, and its recipe is perfectly suited to small, local, responsible farms. I think we all know that such foods are better for us, and better for the environment and the society we live in. We need some pioneers to start, and teach others to start, Natural Enterprises that can break our deadly addiction to catastrophic agriculture. And the rest of us need, in more ways than one, to go back to the (natural) garden.

.
  1. In nature there are pecking orders and specialized roles to organize and reduce conflict in communities, but no hierarchy that allows the alpha male, the 'queen' bee, or the bull moose to hog a disproportionate amount of the resources of the community.
  2. Manning hypothesizes there is more reason to believe the Great Wall of China was built to keep the stooped slaves in the rice paddies in, than to keep the hunter-gatherer 'Mongol hordes' out.
  3. A calorie of beef requires over 100 calories of energy to produce, despite the 'efficiencies' of factory farms.
  4. Exception: labour-intensive processed foods are OK if they use only local and organic ingredients e.g. artisanal bakeries, microbreweries

WHY SERVICE
STINKS: CORPORATE APARTHEID


WHY SERVICE
STINKS: CORPORATE APARTHEID
09/04/2004 03:52 PM
first class
Some articles have a long shelf life. Case in point: This BusinessWeek cover story from four years ago called Why Service Stinks. Bottom line is that, like everything else in the US, and to a lesser (but growing) extent elsewhere in the West, your value as a consumer (and as a citizen) is a direct function of your wealth and your propensity to spend it. So if the computer of the person who's serving you says you're the buying rep for a ten billion dollar company, believe you're going to get great service. But it that computer says you've only bought one thing from them before, and it required service under warranty: "Sorry, we seem to have a bad connection." *click*

This is part of a larger malaise that tries to make us believe, for the benefit of the corporatist aristocracy that owns and runs more of our lives every day, that we are only what we buy. If it's easier for you to buy a replacement for the shoddy item you bought, than to return it or get it fixed, then if you can afford to do so you'll replace it. The vendor will therefore make sure it's easier to buy new than repair or return it under warranty. And if you can't afford to buy a new one, the vendor doesn't want to know you.

Companies know just how good a customer you are--and unless you're a high roller, they would rather lose you than take the time to fix your problem, says BusinessWeek. They explain how companies allocate service reps according to the amount of business they get from each customer group (which is why, for example, corporate Dell customers are routed to one 'help line' while 'retail and home' customers get the Indian help line). They call this practice of triaging customers by wealth and spending habits corporate apartheid and that's a perfect analogy for it. The world in which corporate aristocrats live today is increasingly separated from all contact with the masses: Private chauffeurs, private rooms in private clubs and restaurants, private schools, private jets (and Elite Class perks when they're forced to travel on the same planes as menials), private rooms in private health care facilities. The people who live in this bubble of fawning privilege have no idea what life in the real world is like: they never see it, and they never have to deal with it. This remains my #1 concern with the concept of The Support Economy (though its author, Ms. Zuboff, was gracious in trying to refute this concern in personal correspondence with me): That only the very wealthy few will be able to afford it.

The BusinessWeek article shows that the customer experience is a function of wealth and spending no matter what industry is supplying the product or service: financial institutions, brokerage houses, retailers, machinery manufacturers, phone companies, airlines, insurance companies, you name it. It's no accident that the code for spending volume on many computerized customer information systems is called Status or Class or Value.

A Maytag exec sees nothing wrong with this. People who buy top-of-the-line "not only want more service, they deserve it", he says. If he had been referring to a racial class rather than an economic one, such a remark would provoke outrage.

BusinessWeek foresees a future in which "the service divide may become much more transparent. The trade-off between price and service could be explicit, and customers will be able to choose where they want to fall on that continuum. In essence, customer service will become just another product for sale." So the discrimination will depend not on your wealth or past spending volume, but on what you're willing to pay now for 'superior' service, or to jump the queue. Is that fairer? Do we all deserve the same level of service, or should service depend on what you can afford? Where do you draw the line? In Canada, we (most of us, anyway) consider the idea of the rich jumping the queue for critical medical services to be morally repugnant, but in the US this is accepted as natural, just 'the way things are'. So much for "give me your huddled masses".

I remember a few years ago I was waiting in a long customs and immigration line-up in a sweltering third-world airport terminal at 1 a.m. chatting with the son of the British High Commissioner to that country who'd come in on the same flight. Suddenly, a boy came rushing up to me, asked my name, and then said "Give me your passport." When I looked alarmed, he pointed to a mezzanine gallery where the friend who was meeting me on my arrival was waving and nodding. The boy took my hand, walked me to the front of the long line, whispered in the ear of the customs agent, and I was whisked through, no questions asked, and into my friend's waiting car. "In this country, it's who you know, not how much money you have, that counts", she said. I was embarrassed and astonished. But is this any worse than the system that rushes first-class airplane passengers in many cities through shorter, less confrontational customs and immigration line-ups?

Call me naive, and idealistic, but all kinds of apartheid offend me. The wealthy and the connected don't deserve any better service than the rest of us. To the corporations that believe that service should depend on what the customer's 'worth', and the rest should either self-serve or go away, my response is: Welcome to my Boycott List. Good-bye.

MAKING
POLITICS POLITICALLY CORRECT


MAKING
POLITICS POLITICALLY CORRECT
08/23/2004 02:34 PM
mankoff
We went out for a delicious dinner last night at a wonderful, and completely packed, restaurant in downtown Toronto (it's called Mildred Pierce, for those who live in the area), and spent some of the time unobtrusively eavesdropping on the conversations at nearby tables. The discussions, much like the one at our own table, vacillated between the very personal (who's dating who, personal anecdotes) and the impersonal (entertainment, sports, weather). But not a single word was uttered about politics: Nothing about Canadian politics (collapse of the right), Ontario politics (health care and education strikes threatened), Toronto politics ('new deal' for cities in peril), US politics (Bush/Kerry), or international politics (Iraq etc.) Not a word. This was a Sunday night so there were no obvious business reasons for steering away from the subject. It just never came up. And it occurred to me that at our annual neighbourhood BBQ on Saturday night no one talked about politics either. Is politics just too boring in Canada or has it become tacitly PI to talk about them, because of the political polarization that seems to be happening everywhere? Is the left-right gulf getting too wide to even try to broach in 'decent conversation'?

I appreciate that there is less urgency about politics here in Canada than there is in the US, at least. The election here is over. And I'm told that at least 40% of Americans know personally at least one person on active duty in the Mideast, and that, I would expect, would probably make it a more likely topic of conversation. But some of my American readers tell me that talking about politics in face-to-face conversations is just too uncomfortable for them these days as well -- too likely to lead to arguments. So outside of political rallies and other meetings of like minds they don't talk about it much either.

What does this mean? First, it means the end of true political debate -- I don't mean those phony, scripted events where politicians roll out their rehearsed one-liners, I'm talking about articulate exchange of political views and information between real people. If you don't talk with others about politics, how do you form your viewpoints and where do you get your information? From attack ads? I don't think so -- maybe I'm naive but I don't think they work; most people know when they're being manipulated, and won't fall for it. From radio talk shows or editorials or blogs? Most of them are only for people who have already formed an unwavering political opinion on everything, and are merely looking for reassurance and justification for their belief. From television news and the print media? There isn't enough information content in the sound bites and newswire rehashes in most of them to allow an informed decision or point of view on anything.

It seems to me that, on almost any political issue, 50% or more of the population is completely disengaged -- even if they care, they don't think anything they do or say or feel will have any impact, so they can't be bothered to voice, or sometimes even form, any strong opinion on it. And the rest are in two, polarized camps, each believing that the other is irrational or immoral or misinformed, hopelessly so, so that meaningful discussion with the 'other side' or with the disengaged majority is impossible or fruitless. So except for the one-way palaver from the political flaks and political advertisers and partisans and oversimplifying mainstream media, there is no political information flow. And there is no discourse, no exchange of ideas or views, no balanced presentation of opposing views, no true political conversation. Because what purpose would it serve?

I see an astonishing paradox in modern society -- in an era with unprecedented access to information, most people are ignorant of even the basic facts on most political issues, from the connection between 9/11 and Saddam, to the causes and implications of global warming, to the political situation in Sudan and Venezuela and Chechnya< /a> (not to mention parts of the world less in the news), to the numerous ecological and humanitarian crises that everyone from the Union of Concerned Scientists to Amnesty International is shouting about. Why are so many so ignorant? I think because they choose to be uninformed. Why? Perhaps either because they they can't relate to the issue, or because they don't think there's any point in getting stressed about issues they feel they can do nothing personally about. So you end up in a vicious cycle: The less people know about a subject, the less inclined it is to come up in conversation, so the media conclude there is no interest in it, so they don't cover it, so people know even less. And if they do know about it but feel helpless or disinclined to do anything about it, they don't share their knowledge with others, and eventually with enough indifference the situation gets worse and the solutions become more intractable so people feel even more helpless and disinclined to try to do anything. Political disengagement is infectious, and it's reached epidemic proportions, especially among the young.

All of this supports Richard Manning's argument in Against the Grain that politics was and is designed to protect and entrench the status quo. As a result, nothing pleases those with power and money and influence more than massive political indifference and disengagement -- what Gene McCarthy in the 1960s during the fight against the Vietnam War called 'acedia' -- a Greek word meaning spiritual torpor, lack of care, apathy and inactivity in the practice of virtue. Unlike the 1960's, the numbers of politically disengaged is inversely proportional to the age bracket -- it is the young who I love so much and have such great hopes for who are least engaged in the political process, who infect each other with their indifference to global issues. But I don't think it's that they don't care. Most of the young people I know are overwhelmed and intimidated by how much those of us who are politically active know about global issues. My teenage granddaughter has read my blog, but says she "doesn't understand it". The young focus their energies and their passion instead on issues in their own networks, local things, things that they can do something about.

We need to show them the way to do more. We, who have been in the streets, need to reach out to the young and not-so-young who have given up on the political process (often before they began), and stop drowning them in facts and laying guilt trips on them and filling them up with bad news and instead:
  • Ask them what's important to them (open-ended questions with no preconception of the answers) and listen to their answers,
  • Tell them stories about how the political process has brought about important and positive change,
  • Teach them how the system works, in the context of how it could work to deal with the issues they said were important to them, and
  • Encourage them, starting with something small, to make the system work for them.
If we do that, if we can re-engage even a fifth of the people who never vote, who never read about politics or world affairs, who have lived their entire lives in political passivity, we will have started a revolution. Not only will they infect other disengaged peers with the zen of political activism, they will shake the diehard leftists and diehard right-wingers as well, because all of a sudden these new political activists will be up for grabs by whichever group that makes the most articulate, balanced and credible arguments, not by the blowhards who preach to the choir. And these new political activists will, on many issues, hold the political balance of power.

The real 'swing voters' are the ones who have never voted before and don't expect to vote in future. Rhetoric won't bring them to the polls. If we can 'activate' them, then conversations about politics will no longer be politically incorrect, and political activism will spread like a virus. As those who fought against the Vietnam War can tell you, political activism is as infectious as political apathy. The defenders of the status quo will be shaking in their boots.

And then the revolution we all need, the revolution to save the world, can begin.

Cartoon by the incomparable Robert Mankoff (from the New Yorker, of course)

LEADING-EDGE
BUSINESS IDEAS


LEADING-EDGE
BUSINESS IDEAS
02/11/2004 12:22 PM
gore-tex
A few interesting articles on innovation, knowledge and the future of business - worth a read:
  • Life in 2010 - Home and Work, by Patrick Dixon: A futurist who sees that new technologies are going to be smaller, more portable, more specialized, easier-to-use and more personal. Some excellent thinking here.
  • Webl ogs and Journalism (jump to pg 59 of this pdf), features 18 articles by bloggers and journalists, that I've mentioned before, but are worth a second read because of their broader implications for the use of weblogs and other personal content management and personal publishing apps in business.
  • WL Gore & Associates, per this case study by Cyndy Payne of the Foundation for Enterprise Development, is not only one of the world's most innovative companies (they invented waterproof, breathable, Gore-Tex fabric and a whole bunch of high-tech materials you've probably never heard of), but also are a prime example of a true partnership of equals (what they call a Non-Hierarchical Corporation and what I've called a New Collaborative Enterprise).

EXPERTISE
FINDERS: POLLARD GOES LOOKING FOR
ANSWERS


EXPERTISE
FINDERS: POLLARD GOES LOOKING FOR
ANSWERS
08/06/2004 11:13 AM
expertise finder
How can we ever hope to produce effective Expertise Finders when we can't even get people in our own organizations to keep their personal information up to date? That's a question many professional services organizations ask constantly -- the simple internal process of putting together a business proposal, solving a problem or assembling a project team is often, nightmarishly,
  • inefficient (takes too long),
  • ineffective (often doesn't identify the best people for the project/problem),
  • unduly subjective (people pick people they like to work with over people who are better suited),
  • arbitrary (people may be selected because they are under-assigned or located physically close to the customer, even if they are really inappropriate choices for the task), and
  • unreliable (not only is the information on which the selection is made usually outdated and incomplete, it's often inaccurate, self-aggrandizing and unverified).
How even more hopeless, then, is the dream of developing an Expertise Finder that will find the best experts in the context of a particular project need outside the organization, where the data is even less structured, the content even less complete and less verifiable, and the internal tools don't work.

A decade ago I read a prediction that, by today, the Internet would have spontaneously (by a self-managed process) developed a database of every consultant in the world and a verification system to go along with it, so the big consultancies would all collapse, and customers would essentially pick their own consultant teams person-by-person, not limiting themselves to the employees of any one consulting organization. This hasn't really happened, because normally the customer picks only a project leader, a consultant (usually in a big consultancy but sometimes an internal person or even an outsourcer) who they then trust to assemble the rest of the project team. If the work's done well, the consultant will be rewarded for his/her choices, but no one really second-guesses those choices or the deeply flawed, sub-optimal way he/she makes them. We use similar processes to assemble project teams of other types of experts: We pick our GP but rely on him/her to refer us to specialists, and we pick a general contractor and usually rely on him/her to pick the subcontractors, for example. The process is fraught with the same suboptimization described in the bullets above.

The traditional IT approach to building such a database doesn't work. It entails designing a form, a template of all the data elements about each expert that might possibly apply, and then forcing people to fill in and keep up-to-date all the relevant fields. That's essentially how most social software works, too, and it's proven terribly unsatisfactory.

Last year I envisioned an Expertise Finder that would work by crawling people's blog content, penetrating corporate firewalls to find the best people in the world who had the desired expertise and creating a 'map' showing the most direct network path to those people (see sketch above) and how much their expertise costs. I expected that the technology gurus and Googles of the world would be able to build such a 'search' tool quite easily, and the real challenge would be getting the content, getting people to 'buy in' and post information about their expertise, and getting corporations to allow outside customers access to this information from their internal systems (or put a mirror copy on the public Internet). But so far all we have are Ryze and LinkedIn and eCademy (with its well-intentioned 'b2b Marketplace' and Google's Orkut, and they don't work that way at all -- they take the traditional 'form-filling' approach, and are better suited to finding work colleagues (or dates!) than either suppliers or experts.

The groups hoping and tryi ng to develop such tools are sanguine of these challenges. Designers appreciate that information needs to be captured in (or converted to) a format useful to the expertise-seeker, which is not necessarily the same format in which the expert normally posts, or finds easiest to post, his or her expertise. And everyone ap preciates that trustworthiness of the content and the tool are paramount.
.
What do you think?
  • About the expertise finder design process: If someone were to just put up a large empty 'space' and encourage a large-enough group of experts and expertise-seekers to work together, in time would the right solution evolve organically? Or would this just produce a lowest common denominator solution that would satisfy no one and not be used?
  • About verifying expertise: Is the pathway to the expert, the n degrees of separation between the expertise-seeker and an identified expert important, so that the expertise-seeker can 'qualify' the expert through the intermediary contacts he/she trusts? How else can the degree of expertise of an individual in a particular subject be intelligently and objectively verified, short of wading through long recommendation letters?
  • About making the system trustworthy: Can we ever hope to supplant the tedious but effective process of picking up the phone and asking someone you trust "Who do you know who's an expert in X"? Can a computerized system be designed to mimic this person-to-person process?
  • About building in expertise selection trade-offs: How do you factor in the availability and cost of experts along with the congruence between their expertise and what the expertise-seeker needs?
  • About the role of blogs and other documented expert knowledge: In what situations does it make sense to show expertise-seekers samples of the work done by experts, both to qualify them and (in some cases) to obviate or reduce the need to talk to them directly? Can you foresee people ever paying money for documented knowledge without actually conversing with the expert directly?
I continue to believe that there is a tremendous need for a high-quality expertise finder, a new and very different type of search tool from the tools that merely search data. And I believe that both the technical and cultural challenges can be solved. But I no longer believe that the development of expertise finders is inevitable, nor that they can be developed in the 'laboratory'. They're going to need, I think, a lot of bright minds asking a lot of 'what if' questions, working together iteratively and allowing the design to evolve. And they're going to need a lot more out-of-the-box thinking, radically innovative thinking, if they hope to meet users' needs and expectations. But the payback for success could be enormous.

THE MOST
IMPORTANT IDEAS OF 2003 - PART
TWO


THE MOST
IMPORTANT IDEAS OF 2003 - PART
TWO
01/16/2004 11:01 AM
This is the second in a series of articles that will be published intermittently this month. This article summarizes what I believe were the most important ideas of 2003 in the world of politics and economics. The first article in the series covered the world of blogs & blogging, and future articles will cover business, the arts & sciences, and the environment.

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POLITICS & ECONOMICS -- THE TEN MOST IMPORTANT IDEAS OF 2003

wal-mart dilemma
I make no apologies for the fact that this list reflects my perspective on the political compass (-8.2, -8.0). Those with conservative or authoritarian views are welcome to make their own lists.
  1. Constitutional liberalism must precede democracy, if the democracy is going to endure - Fareed Zakaria makes this point in his best-seller The Future of Freedom. The ill-advised approach of imperialists throughout history, including the US today in Iraq, of trying to impose democracy before the institutions that nurture and sustain it have been introduced and taken root, is doomed to failure. The future of Iraq is inevitably division, civil war, and more totalitarianism, and only the Iraqis can, and will, decide when they're ready for the bold experiment with democracy, on their own terms.
  2. The alternative to 'free' trade is 'fair' trade, not no trade - The work of economist Herman Daly shows that the 'market' is efficient at deciding how best to allocate scarce resources to producers, but incapable of governing the equally important tasks of ensuring distributive justice in the allocation of economic products, and the optimal scale of production of those economic products. Governments, representing the best interests of their people, must be free to intervene in markets to regulate these latter two attributes of an optimal trade system.
  3. A non-violent, global, connected, consensual politic has the power to withhold consent for war or tyranny - In his book The Unconquerable World, Jon Schell cites the success of Ghandi's and King's non-violent activism, and the peaceful disintegration of the Soviet bloc, to argue that popular refusal to obey an oppressive government, irrational law or unwarranted call to arms can undermine the mightiest of governments or tyrants bloodlessly, and bring about needed domestic and international reforms in politics, law, peace-keeping, and social and environmental programs and institutions.
  4. Terrorism is a reaction, not an action - The work of George Lakoff demonstrates that liberals and conservatives have fundamentally different worldviews that dictate, among other things, how they believe violence and disobedience to authority should be dealt with. The conservative 'strict father' worldview believes in might-makes-right authority, strict obedience, and severe punishment for disobedience. The liberal 'nurturing parent' worldview believes that people are basically good, that fairness should dictate policy, and that consensus and discussion are healthy. Where conservatives see terrorists as disobedient children who need to be disciplined, liberals see terrorism as a symptom of deprivation and desperation, and see the need to treat the underlying symptoms (poverty and oppression) to solve the problem.
  5. Our education system breeds a sense of helplessness, acquiescence, fear, guilt about poverty, and self-loathing - As the writings of John Taylor Gatto reveal, the education system is, despite the valiant and well-intentioned efforts of teachers, the means by which the vast majority of people today are subdued, dumbed-down, kept in line, and reduced to passive consumers instead of active citizens. Without reform of the education system, other political, economic and legal reforms will be ineffective.
  6. The search for endless productivity improvement is a race to the bottom - In its study of the success of Wal-Mart, Fast Company magazine showed how the company's single-minded preoccupation with ever-lower prices at any cost was driving the North American economy to massive offshoring, the sacrifice of quality, and the bankrupting of some very good companies. The spiral has been called 'the race to the bottom' and I illustrate it in the diagram above that I call 'The Wal-Mart Dilemma'. We need to strike a balance between low prices on the one hand, and the preservation of North American jobs and high product quality on the other. If we don't, Wal-Mart will decide for us, and their choice is clear.
US income

  1. The American middle class is disappearing - Harvard Law Professor Elizabeth Warren's new book The Two Income Trap shows that massive increases in costs of housing (especially in areas with prestige schools), health insurance, transportation and education have opened up a chasm between America's 'haves' and 'have nots', most notably pushing middle-class parents to the verge of bankruptcy in huge numbers. What's worse, the shame and stigma of bankruptcy is preventing the afflicted parents from seeking recourse against usurious lenders, or even talking openly about this growing, life-destroying problem. The resultant massive concentration of power and wealth in America (see chart above) has enormous implications for the country's future.
  2. The next economy will support consumers holistically to solve their problems, not just sell them products - In her book The Support Economy, Shoshana Zuboff argues that what is needed is a new economic layer, a 're-intermediation', between the producer and consumer, which consists of 'federations' of businesses and 'advocates' who work collaboratively to look after the busy consumer's needs cradle-to-grave and deal with the multiple suppliers in the product/service delivery process. I confess I don't share the author's exuberance that such 'support' will be affordable by any except the rich elite, but so many people I respect loved this book and its ideas that I felt I had to include it.
  3. Our fixation with helplessness distorts our perceptions of risk and leads us to make dysfunctional decisions - In an article explaining our passion for SUVs and the dangerous feeling of invincibility they give us, Malcolm Gladwell explores the concept of Learned Helplessness -- our perspective failure to realize that the risks posed to life and limb by forces outside our control are dwarfed by the factors we can control. And it's in the media's and politicians' best interests to pander to this misperception -- to get us focused on things like terrorism, Mad Cow and SARS that no one can really do anything about, distracting us from far greater but less sensational dangers we can, with money and effort, fix -- things like air and water pollution, tainted food from corrupt and underregulated meat packers, drugs in sport and airplane cockpits, drunk drivers, kids with guns, corporate frauds, gerrymandering, and our fatally flawed education and prison systems and treatment of the mentally ill. Things that destroy hundreds of thousands of lives every year.
  4. US debt threatens global economic collapse - Even the US-dominated Internation al Monetary Fund is now sounding the alarm that the massive and irresponsible debt built up in three short years by the Bush regime is the greatest threat to the global economy, and with it, our jobs and life savings, since the reckless conditions that precipitated the great depression.

WANTED:
RE-ENGINEERING CONSULTANTS (NO
KIDDING)


WANTED:
RE-ENGINEERING CONSULTANTS (NO
KIDDING)
01/22/2004 02:12 AM
A friend of mine in executive recruiting is looking for a substantial number of consultants in, believe it or not, business process re-engineering. Requirements include a good general knowledge of the discipline, willingness to travel very extensively, and an ability to deal comfortably with senior executives. The positions are mostly full-time, starting ASAP, and the work is all over North America. Salary is in the high five figures Canadian. Probably of greatest interest to the young and unattached, but I thought I'd ask anyway. If you're interested, e-mail me your CV, any requirements/conditions, and any companies you don't want to receive your info.

DEALING WITH
GRIEF: UNPROFESSIONAL ADVICE


DEALING WITH
GRIEF: UNPROFESSIONAL ADVICE
06/03/2004 05:25 AM
depression
I've written twice before about suicide, and a new 'advice column' in S