J.D. Meier's Blog

Software Engineering, Project Management, and Effectiveness

  • J.D. Meier's Blog

    Paul Lidbetter on Value Realization


    This is a guest post by Paul Lidbetter.  Paul is a seasoned Enterprise Architect on the Microsoft Enterprise Architect and Strategy Practice in the UK.  His specialty is business value, strategic alignment, and Cloud transformation opportunities with customers.

    Paul is also an active member of the Innovation Value Institute Consortium, a Chartered Engineer, Fellow of the BCS, and member of The Institution of Engineering and Technology (The IET).

    Without further ado, here’s Paul on Value Realization …

    Value realization is talked about, but is less frequently achieved because it is hard to deliver! Value realization tends to be thought of by many organizations as the magic that will happen at the end of a project/program.

    Value Realization has evolved to become one of the most used phrases in project proposals, value propositions and investment discussions, but do we really know what the implications are or what we are promising by agreeing to Value Realization as part of a program of work?

    Cost of ownership and business benefit measures have been and are still used as the focus for a business case, which is, at worst, simply a gate to justify a business investment, after which any focus on managing and delivering the expected business benefits, from the agreed investment, is long forgotten.

    Why Value Realization is Hard

    In my experience Value Realization is hard because it assumes some level of maturity for process, reporting, measures and decision making, as part of a value based culture, which supports long term ownership of change and value management over extended time lines. For example in the worst cases I have experienced;

    • The business that has little intention of making real changes and hence business and IT projects tend to stop at deployment and focus on tracking costs as a success factor. Hence Value Realization as part of a program is not on the agenda.
    • There is some focus on enabling change, but there is no consistent intention by stakeholders to actually deliver measured benefits and the business also has little expectation, based on existing cultures. This also makes it hard to measure value consistently as well as the business value that 3rd party services have delivered to a customer.
    • IT is measured on meeting deployment milestones and therefore has little or no interest in aligning to the business let alone ensuring that value is realized.
    • The investment period covers several years and hence the original stakeholders are long gone and who can remember what the project objectives were let alone what the Value Realization measures were….indeed is the project and benefits still relevant is a question often thought, but not so often asked.
    • Value Realization as a process at best becomes focused on the benefits (which may become a sub set of the original benefits as time goes by) and also forgets about the investment component. Program delays increase investments and may result in lower benefits both of which impact the NPV thereby reducing value regardless of any previously agreed financial measures. This can create a false view of the impact of what was realized on capabilities and also future decisions.
    • The benefits promised were not realistic, were not tangible, easily measurable and hence never achievable.

    Value Needs to Be Measured Over the Life Time of Change

    As Value: = (Benefits - (Operational Costs & Investment-Capital Costs)) Realized Value is impacted by delivering more or less benefits and/or incurring more or less costs/investments needed to deliver such benefits over time. Indeed the investment is very much part of Value Realization. Value therefore needs to be measured over the life time of the change, for example some metrics may be evident early in the adoption cycle and others such as overall ROI may take years. Because of the time line, investment time/resources needed tend to increase and benefits fall/become less relevant with time, thereby leaking value from the business also impacting opportunity costs.

    Value Realization vs. Potential Value

    Realization means that the value defined by the business case (or agreed sub set) is actually delivered, is visible and has an agreed impact on business goals, KPIs, revenue and budgets. Until value is actually realized it is remains as potential value and no more. For example finding a cost saving and then not reducing budgets or reallocating the funds to drive new opportunities is not Value Realization, it is pretending that value has been delivered.


    A more top down approach may increase accountability for delivering benefits, but the very same people may not want the benefits (e.g. they see dis-benefits based on cuts to their budgets, staff, maybe major personal and career change), or they may want the benefits, but are still dependent on another group, who may own the budgets/resources and have other priorities on time and resource, to enable solutions and deliver change.

    So stakeholder management and alignment are key issues that can be a source of delay and indeed failure to optimize Value Realization.

    Value Realization Needs to Be Planned from the Start

    Value Realization therefore demands a value culture or shift in an organization around value governance and increasing levels of maturity/capability to focus on qualifying decisions based on Realizable Value and managing value as part of delivery programs. Hence, successful Value Realization needs to be planned as part of any project/program from the start, not in panic at the end of the project based on smoke and mirrors. Of course if there are no defined measures to start with then smoke and mirrors can work every time.

    It’s No Longer Good Enough to Pretend that Value Just Appears

    Value Realization is/should become more critical to organizations as the ability to source new cloud services and capabilities accelerates and lowers the risk and costs for the design and deployment cycles, thereby throwing the internal focus on doing the right things and ensuring value is being created within shorter cycles. This is further driven by both business and accelerating technology trends which in some industries can be enabled to deliver value faster for competitive advantage. Being able to demonstrate that a program has delivered on time and on budget is no longer good enough, pretending that value just appears is no longer good enough to remain competitive.

    Accelerating Business Value and Driving Adoption and Change

    Some organizations focus on realization in the short term, in order to mitigate this issues above and also to ensure that opportunity costs are maximized. Indeed some organizations I have worked with, both commercial and public sector, have banked the benefits at the start of the project. For example a CFO reduced the travel budgets at the start of a Unified Communication program to accelerate the program, business change and adoption. The final value delivered is still dependent on the overall level of investment, but this did drive behavior and accelerate change.

    A Focus on Value Integrated into the Program Management Office (PMO)

    In a Telecommunications customer, although the initial discussion was with IT and around deployment, the focus for change was in fact the business (HR), which allowed both relevant measures and accountability to be established. Also the focus on delivering value was integrated into the PMO and associated change managers which enabled the Value Realization process to be part of the overall plan, as part of a Microsoft Enterprise Strategy Services engagement. In addition the number of measures where kept small and easy to verify. E.g. a cost saving metric, a productivity measure and a program acceleration measure (to demonstrate the value of the Microsoft Enterprise Strategy Services engagement)

    Providing Snap Shots in Time of Value Realized

    A further example from a financial organization had some of the challenges, but the approach taken ensured that a culture and process change was slowly introduced with support from Microsoft Enterprise Strategy Services. Projects/Programs were delivered with measures that were more about cost and time, but in order to demonstrate the value of both Microsoft Enterprise Strategy Services and customer projects, some projects were evaluated for post Value Realization in which the benefits were signed off ( or not, by stakeholders) and accumulated with investments to provide a snap shot in time of value realized. Importantly this also allowed potential value, to be identified along with a portfolio based value management process and relevant accountabilities to be successfully introduced moving forwards.

    How To Enable Value Realization

    Some of the key enablers are therefore;

    • Ensure the IT project/program is aligned to measurable business goals, or if not, then the focus is a default reduction of the IT Budget/improve Productivity.
    • An IT focus may be on transformation, for example moving operations to the cloud, which can drive hard strategic and metrics such % services on line, % reduction in data centers by a given date. Clearly the value focus is what does the transformation deliver? In terms of costs, Co2, business measures etc.
    • So in the last point the projects are measured on realizing the change to how services are delivered, the overall programs for transformation will be ideally measured on the business value enabled.
    • For effective change, adoption, and Value Realization, there needs to be good integration with the business change managers and the PMO so that adoption is planned alongside user scenarios and as part of deployment.
    • Use awareness, pilots to test scenarios for Value Realization and measurement options, this gains both business and user confidence based on outcomes and mitigates risk before a full business case, Value Realization plan and roll out.
    • Value management, processes and governance is based on clear roles and responsibilities. Focus on shorter delivery cycles where possible, to minimize risks, gain early wins and maximize ability to manage value.
    • If Value Realization requires significant change then top level sponsor needs to demonstrate adoption and drive incentives…..commitments, STOP other approaches, emphasize and communicate success….learn from mistakes and also success.

    Value Realization is a powerful tool when you use it as an approach to help connect business and IT, justify investments, accelerate business value, and drive adoption and change.

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  • J.D. Meier's Blog

    Martin Sykes on Value Realization


    This is a guest blog post from Martin Sykes. Martin has been involved with Enterprise Architecture and IT Strategy for 15 years and is today a coach in Microsoft Service’s Enterprise Strategy Centre of Excellence. He’s also known for his use of visual storytelling techniques and is one of the authors of Stories That Move Mountains: Storytelling and Visual Design for Persuasive Presentations. (watch his top rated session on storytelling from TechEd New Zealand if you want to improve your own presentations)

    Without further ado, here’s Martin on Value Realization …

    Value is in the eye of the customer

    This week I was teaching a class for our Enterprise Architects where we covered some of the most important topics for success as an EA, with one of the sections focused on the identification and delivery of value. If “Beauty is in the eye of the beholder” then I think it’s fair to say “Value is in the eye of the customer”, although depending on your perspective you might replace customer with stakeholder or shareholder. In this posting I will cover some of the things we talked about that can make a big difference when creating business cases, and ensuring you realize the value promised in the business case.

    Who cares?

    What’s the first thing you do when creating a business case? Some may start by clarifying the scope, some by identifying the real drivers for change, some the budget.

    I recommend you should first think about who will care about the opportunity proposed in the business case. Who will be reviewing it? Who will be approving it? What do they care about? Every business case must have good numbers, let’s take that as a given. Those numbers must be correct for the business case (and your reputation) to be credible. But while a business case must have the numbers it is more than the numbers. Even for purely internal teams the business case is a proposal for someone to make an investment decision, or more bluntly, to buy something.

    Let’s turn that last statement around, when you create a business case you are selling something. So before you start work on that business case spend some time really understanding the consumer of the business case to work out why they will ‘buy’ your ideas now. This is important even if your customer is your own management, who have asked you to write the business case.

    Use the insight into your customer to work out what narrative (or story) needs to go into the business case to support the numbers, to ensure you focus on the aspects that are important to the goals of the stakeholder. This is where so many standard templates fail to inspire. They take a business case to the point where it has all the logical argument and can totally miss, or at least hide, why the proposal is important and relevant to the customer today.

    What is value?

    If value is the difference between cost and benefit then let’s look at all the different types of benefit that can come from making a change. I like to use a benefits structure developed from ideas first published by the Information Systems Research Centre of Cranfield University School of Management back in the late 1990s. The desire to make a change, or create a business case often comes initially from a belief that there will some form of improvement or financial return. In most organizations belief is not good enough - that’s why we ask people to work on a business case – so the team at Cranfield defined four levels of benefit that be used to build a business case:

    Observable – these are the benefits we can see, but have not worked out how to measure. These could be improvements in morale or changes in the culture of an organization.

    Measurable – one step up from observable and we now have identified some way to measure the benefit. For a cultural change program you could start to survey staff members to understand their attitudes to work and track this over time. Unfortunately you may not know what the current value for your measure is, and the first task may be to go out and do an initial survey to set a baseline.

    Quantifiable – if you already have some data for the measures you might use then we call the benefit quantifiable. The best case here would be that you have a trail of historic data to show not only the current position but the existing trend. If you have a trend showing a slow but steady increase in staff turnover then you may be doing well simply to make a change that levels things off. If the trend was already improving then you have to do better than the trend.

    Financial – finally, can you turn your measurement into financial value? If you know the costs of recruitment and training to bring in a new staff member you can define a financial benefit to balance against the costs of your proposed changes. There are two kinds of financial benefit though, the first is where you can recognize the value, but in reality you can do nothing with the money.  This is typically the case where a proposal has identified savings in time because of a new process, but in reality the saving does not allow you to reduce staff numbers. All you can really do is re-purpose that time for more work. The second is where you can realize the value and actually have real money in the bank (or avoid spending some). If a new process allows you to achieve the current workload with 3 people instead of 4 then you have a choice to reduce staff costs and realize the benefit.

    All of these benefits can be included in a business case and contribute to the value of a project, but in reality only realized financial benefits can be used to provide a return on investment calculation. If you want to learn more about this approach then watch my TechEd New Zealand recording from earlier this year.

    How can we be sure we’re getting what was promised?

    Most of the business cases I see developed are used to secure funding, then used simply as a baseline for the project costs. As benefits usually cannot be realized until something is delivered this part of the business case is often quietly forgotten about. When an IT project team complete a delivery there is usually some form of celebration, the solution is handed to operations and a small group might be left providing some user training. The benefits drift away, someone else’s problem.

    Here’s an idea I have only ever seen implemented a few times around the world, and that’s because it challenges a few basic assumptions about the role of a project manager and a PMO.

    Change the definition of success for a project manager to be about the realization of value. Delivery is just another milestone.  The PM should be required to stay on the project until the ROI stated in the business case is achieved. This makes the PM responsible for user adoption and achieving the benefits defined in the business case. Achieving the value becomes the goal of the project, resources are planned to ensure adoption happens, and measures are implemented to show progress. It also changes the types of business cases produced. Inflated expectations are pushed down by the PM to more realistic levels so the project can be reach the ROI as quickly as possible and the PM can move on to their next project. For such a little idea it can take a big change in mindset and culture to make it happen – but the result can be projects that have a much more demonstrable impact on the business.

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  • J.D. Meier's Blog

    Cognizant on the Next Generation Enterprise


    As a strategist, I need to stay on top of how the world of business is changing, especially from an IT perspective. 

    The world of business is changing faster than ever.  

    Changes are happening in the ways we work, business models and processes are evolving, customers are changing what they value and how they buy, and technology is transforming and shaping the next generation Enterprise.

    Likewise, the smart CIOs and IT organizations are significant shapers of the next generation Enterprise.  They are doing so by rethinking business models, reinventing the organization, and rewiring operations.

    In their whitepaper, Making the Shift to the Next-Generation Enterprise, Cognizant shares 8 future-of-work enablers you can evaluate against to help you build a strategy to future-proof your business.

    Key Challenges Shaping the Next Generation Enterprise

    According to Cognizant, the following are unprecedented, relentless and perplexing challenges that organizations of today face:

    • Economic volatility
    • Globalization
    • Changing consumers
    • Changing workplace
    • Technology advancement

    The 3 R’s:  Reinvent, Rethink, and Rewire

    According to Cognizant, the following are the 3 R’s of corporate model transformation to future-proof your business:

    1. Reinvent: Updating the Business Model.   Cognizant says: “In some cases, companies are putting customer opinions and ideas at the center of their R&D model to ensure new products and services will succeed in the market. In others, business-to-business suppliers are using social networking to improve their delivery and replenishment models. In all these cases, moving to a collaborative business model opens new channels of talent, knowledge, expertise and capability.”
    2. Rethink: Creating New Process Models.  Cognizant says: “Next-generation enterprises will master these two elements — breaking up the value chain in core and non-core activities and orchestrating a virtual network of service providers for the latter. The idea is to leverage virtual teams of talent and knowledge wherever they exist geographically, rather than relying on what is embedded in the organization.”
    3. Rewire: Focusing on a New IT Architecture.  Cognizant says: “The challenge for IT is to undertake significant shifts in its traditional thinking to support the new areas of focus. This includes customer-facing core competencies; intuitive user interfaces inspired by consumer-facing mobile applications; collaborative business models involving customer and supplier co-creation; and virtual, globally dispersed teams focused on executing knowledge-intensive business processes.”

    8 Future-of-Work Enablers

    According to Cognizant, the 8 future-of-work enablers are as follows:

    1. Community Interaction.  Interacting/engaging with users through social media.
    2. Innovation.  Creation of an environment to breed and enable innovation of products and services, in the form of open, closed and virtual innovation.
    3. Worker empowerment.  Empowering the workforce to be location-agnostic through communication-rich mobile devices and enabling a culture of collaboration and creativity for millennial employees.
    4. Virtual collaboration.  Building platforms of collaboration to enable the virtual environment.
    5. Customer empowerment.  Empowering customers by providing cutting-edge tools and media to improve the customer experience.
    6. Commercial model flexibility.  Flexibility to choose between being asset heavy vs. asset light (Cap-Ex vs Op-Ex; buy vs. lease), as appropriate.
    7. Value chain flexibility.  Flexibility to choose and source value chain elements from anywhere; disaggregating people from functions.
    8. Flexible service delivery.  Flexibility to choose and source infrastructure from anywhere (e.g., cloud, mainframe, client/server, etc.).

    Mapping the 8 Future-of-Work Enablers to the 3 Areas of Transformation

    According to Cognizant, you can map the 8 future-of-work enablers to the 3 R’s of corporate model transformation as follows:

    Future-of-Work Enabler Business Model Business Processes Technology
    Community Interaction     X
    Innovation X X  
    Worker empowerment X X X
    Virtual collaboration   X X
    Customer empowerment X X X
    Commercial model flexibility X   X
    Value chain flexibility X X  
    Flexible service delivery   X X

    Hot Spots for Future of Work Maturity

    According to Cognizant, you can evaluate against a specific set of KPIs within each area of corporate model transformation:

    Business Model Business Processes Technology
    1. Global marketing effectiveness
    2. Supply chain optimization
    3. Value chain optimization
    4. Millennial channel focus
    5. Talent acquisition and retention
    6. Virtual teaming policy
    7. Facility footprint optimization
    8. Customer interaction through systems of engagement
    1. Business process agility
    2. Process regional adaptability
    3. Process componentization
    4. Process standards management
    5. Customer engagement and involvement
    6. Potential for personal development
    7. Process virtualization pervasiveness
    8. Collaboration effectiveness
    9. Remote operational effectiveness
    10. BPaaS adoption rate (or "as a service" adoption rate)
    11. Adoption potential of systems of engagement
    1. Application portfolio extendibility
    2. Workload asset optimization
    3. Infrastructure management globalization
    4. Customer empowering application portfolio
    5. Worker empowering application portfolio
    6. Degree of "any device, anytime, anywhere" realization
    7. Enabling virtual collaboration
    8. Mobile and remote device communications
    9. Data storage and processing agility
    10. Social architecture development

    Outperforming the Competition

    According to Cognizant, there is a prescription for outperforming the competition:

    Tomorrow’s corporate winners have already started to adapt their corporate operating models. Based on a survey of 25 Fortune 500 companies, we have found that, on average, organizations are aware of future-facing concepts and capabilities, and they have begun enabling these capabilities in pockets of the organization. However, the initiatives are inconsistent and not always focused on the strategic business agenda.”

    The Role of the CIO and the IT Organization is Evolving

    According to Cognizant, CIOs and IT organizations are shapers of the next generation Enterprise:

    “Woven into this trend, we are seeing that the most mature adoption is happening at the technology layer of the corporate operating model. This suggests that the IT organization, and perhaps the role of the CIO, are evolving as drivers and shapers of the next-generation enterprise. This is not all that surprising, given that a large aspect of this work is underpinned by technology that powers long overdue business process transformation. We believe the real opportunities will present themselves as the business models are rethought and the operations/ processes are reinvented, along with this trend to rewire the technology.”

    Additional Resources

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  • J.D. Meier's Blog

    What are the Keys to Winning in Any Economy?


    I'm lucky to have an interview with Irv Rothman, CEO of HP Financial Services.

    I’m always happy to learn from CEOs and I especially enjoy the way they look at the world.   Edward de Bono has spent a lifetime teaching extraordinary executive thinking skills to ordinary people, and I’m a big believer in learning business skills for life.

    Irv wrote a book called Out-Executing the Competition, where we he shares leadership lessons he's learned about surviving and thriving in any economy.

    I asked Irv a handful of questions, some about work, some about life.

    The most important question I asked him was what’s the most surprising insight you’ve learned about out-executing the competition.  Here’s what Irv said:

    “That it is not price. The creation of and execution on a genuine value proposition is the true source of sustainable competitive advantage and the best chance of retaining a customer for life…which should be an imperative.”

    I think Irv’s right, and that makes perfect sense to me.

    I’m a believer in customer-connected engineering.   Your customer is a strategic decision.    Once you know your customer, you need to know the pains, needs, and desired outcomes.   If you have empathy for the pains and needs, and if you know what good looks like, then you have a great shot at taking the lead.

    Then it comes down to your ability to execute.

    The surprise here is that in order to execute well, you need to innovate in your processes, or you’ll be pushed out to market (too expensive, too slow, too irrelevant.)

    The other surprise is how difficult it can be to truly generate new business value.  As I’ve said before, business value generation is the new bottleneck.    It takes a lot of customer insight, empathy, market awareness, innovation, and agility to know how to generate new business value on a consistent basis.  In fact, this is where innovation and agility are crucial.  You need an execution capability that supports exploration and new business development.

    On a good note, the basics are timeless.  As Peter Drucker taught us, "The purpose of business is to create a customer."  So if you can get clarity on who you want to serve, figure out a profitable niche of the market where you can compete by playing to your strengths, capture the value in an elegant way, and master generating new value, then you are ahead of the game.

    To truly master the game, though, you have to stay on top of trends, and master creating systems, ecosystems, and digitizing core processes.

    If you can do these well, then you, too can be the Jedi Knight of strategy, out-execute the competition, and get the compound effect from spending the right time, on the right things, the right way, with the right energy.

    That is the challenge.

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  • J.D. Meier's Blog

    Strategy Must Be Dynamic


    "However beautiful the strategy, you should occasionally look at the results." -- Winston Churchill

    Competitive advantage is a moving target.  Static strategies fail in the long run.  Strategy needs to be dynamic. 

    The challenge never ends.

    Strategy is an ongoing game where the playing field changes over time.

    In the book, The Strategist: Be the Leaders Your Business Needs, Cynthia A. Montgomery writes about how strategy competitive advantage is a changing thing and how strategy needs to be dynamic.

    The Unfolding Story of Apple

    Montgomery uses the story of Apple to help illustrate how it could be easy to fall into the trap of complacency or get a false sense of security.

    Montgomery writes:

    “Given the grand transformation, it's appropriate to ask: 'Is Apple there yet?  Despite its late-century troubles, does it now have a sustainable advantage?' I often ask EOPers this question when teaching the Apple case.  It is tempting to shout, "Yes!," as classes often do, or maybe even retort, 'Do you have to ask?'  Apple has reinvented its innovative purpose and, taunting them for their lack of creativity.  Case closed?

    I think not.

    In 2010, Apple's computer market share soared to about 11 percent, but that's hardly the mark of a dominant industry player.  Otherwise normal people will camp outside an Apple store for the latest iPhone, but smartphones based on Google Inc.'s Android software substantially outsold the iPhone in 2010, according to NPD Group, a market research firm.  Windows-based competitors to the iPad are coming fast and furiously.  Such tablets might well become the fourth golden age, replacing the traditional personal computer as the center of the digital hub while becoming products sold largely on price.  And there's no guarantee that the iPad, the iCloud ecosystem, or their successors will be the ones that head the pack a couple of years from now.”

    Long-Term Sustainable Competitive Advantage is Rare for a Reason

    Competitive advantage isn’t a durable thing, even though some exceptions might make it appear that way.  The greatest advantages show up during the times of the greatest changes.

    Montgomery writes:

    “Conventional wisdom would say that the goal of strategy is a long-term sustainable competitive advantage.  I challenge that view.  Such advantages are rare and for good reason.  As Schumpeter showed, peaks in market growth and profitability often come from change, not stasis.  Henry Ford dominated care sales with a single, affordable model until Alfred Sloan's General Motors beat him with a line of differentiated products.  Polaroid owned instant photography until digital imaging shut it out; many broad-service hospitals were monopolies until low-cost focused providers started chipping away at their base; colleges with sprawling campuses owned higher education until community college, for-profit organizations, and distance learning challenged them with different economic models.”

    Sustainable Competitive Advantage Misrepresents the Strategists Challenge

    You can’t count on one competitive advantage to win the ongoing game.  Strategies aren’t “fire and forget” and they should not be set in concrete. 

    Montgomery writes:

    Zeroing in on one competitive advantage and expecting it to be sustainable misrepresents the strategists challenge.  It encourages managers to see their strategist's challenge.  It encourages managers to see their strategies as set in concrete and, when spotting trouble ahead, go into defensive mode, hunkering down to protect the status quo, instead of rising to meet the needs of a new reality.  To be sure, competitive advantage is essential to strategy, and the longer it lasts, the better.  But any one advantage, even a company's underlying system of value creation, is only part of a bigger story, one frame in a motion picture.  It is the need to manage across frames, day by day, year over year, that makes a leader's role in strategy so vital.”

    Whatever Constitutes Strategic Advantage Will Eventually Change

    Whatever is a competitive advantage will change over time.  The need to add value will continue to shape it.

    Montgomery writes:

    “This organic view of strategy recognizes that whatever constitutes strategic advantage will eventually change.  It underscores the different between defending a firm's added value as established at any given moment and something far more important: ensuring that a firm continues to add value over time.  This is what endures -- not a particular purpose, a particular advantage, or a particular strategy, but the ongoing need to add value, always.  The ongoing need to guide and develop a company so that it continues to matter.“

    Value Has to Be Measured by the Current Environment

    Your products and services need to change with the times, to keep adding value in the changing environment.

    Montgomery writes:

    “This is not to say that great resources and great advantages are not built by businesses that enhance their core differences over time.  But the products and services that embody those differences must evolve and change, as Apple learned, the hard way, their value has to be measured by the present environment, not the one that once was.”

    Straining to Navigate While Keeping the Ship Afloat

    The challenge is building the plane while you’re flying it, or sailing the boat while you’re fixing it.   It’s a balance of being in the thick of things, while at the same time, taking a look from the balcony.

    Montgomery writes:

    “Quite painfully, that may mean that, like the shot of Theseus, the keel may need to be rebuilt or the ship may need to sail in a very different direction.  As my executive students like to point out, this challenge rarely happens when you're sitting in a dock.  It's a hard realization that the planks have to be changed while you're sailing, while you're also straining to navigate and working hard to keep the ship afloat.”

    The Challenge Never Ends

    Staying in the game means the challenge continues.

    Montgomery writes:

    “On his return to Apple, Jobs had to remake the computer company plank by plank while also keeping it from bankruptcy -- rebuilding not in a rainstorm, but in a hurricane on the high seas.  He got it right for the most part, but as even its archrival -- the once undauntable Microsoft – has discovered, the challenge never ends.”

    Personally, I’ve been a fan of strategy.  After all, as Zig Ziglar said, "People do not wander around and then find themselves at the top of Mount Everest."  

    But it’s the Agile strategist that helps a venture survive and thrive for the long haul.

    And, a ruthless focus on the customer and flowing continuous value is the North star.

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  • J.D. Meier's Blog

    Life Hacks on Sources of Insight


    I now have a life hacks category on Sources of Insight.   It includes strategies and tactics for hacking life and how to live a little better.  It includes posts on life, life quotes, lessons learned in life, and what is the meaning of life.

    My latest addition to my life hacks bucket is 37 Inspirational Quotes That Will Change Your Life (or at least your mind.)

    There are more than 120 articles in the life hacks bucket as of today.

    Where to start?

    If you’re not sure where to start, start with That Moment Where the World Stops.

    If you’re feeling ambitious then read 50 Life Hacks Your Future Self Will Thank You For.

    If you want to dive deep, read Happy vs. Meaningful: Which Life Do You Want?

    Enjoy and in the words of Bruce Lee, “It’s not the daily increase but daily decrease. Hack away at the unessential.”, and “Simplicity is the key to brilliance.”

  • J.D. Meier's Blog

    Strategic Talent Acquisition


    "Talent wins games, but teamwork and intelligence wins championships." -- Michael Jordan

    I've been asked recently about competitive talent acquisition strategies.  I'm not a recruiter and I don't play one on T.V., but I thought I would share what I've seen work in the real world.

    People are the life-blood of any company.  They generate new ideas and find new ways to create value.  I’ve seen teams, orgs, and companies grow or die based on the people they acquire, and their talent management strategies.  Brain drain, as we call it when top talent leaves, is a very real threat to any otherwise big, bold, goals and initiatives.

    Here is my five-minute brain dump on what works when it comes to attracting top talent:

    1. Be the company people want to work for.  You’re effectively building a tribe whether that’s Amazonians, Googlers, Softies, etc.  People want to belong to something that’s worth it.
    2. Have leaders that people want to work for.  People really do “follow the leader.”  In fact, a career strategy for many smart people is to “ride the coat tails” of people that make things happen.
    3. Live the values that create compelling work environments and world-class leadership.
    4. Do work that matters.  People spend way too much of their life at work to work on things that don’t matter in some way, shape or form.  Nobody likes to be a cog, unless it’s a meaningful cog for a wheel that matters.
    5. Map to business strategy, objectives, priorities, and outcomes.  When you get a bunch of smart people on the bus, with nowhere to go, people get used or abused or neglected.  Aligning talent to the future business is a great way to skate to where the puck will be.
    6. Evaluate against ROI.  This forces thinking through the value and what good looks like and how to measure, which are all good things.
    7. Recruit from academia and try-before-you-buy with internships and temps.
    8. Provide flexible work styles so anybody can work from anywhere, anytime.  It’s a digital economy and there’s a new world of work.
    9. Set a high bar.  Top talent likes to work with top talent.  People love the chance to work with other great people.   Just watch how many great directors and actors stick together, or how many actors took a role for the chance to work with XYZ.
    10. Surround them with smarties.  Smart people are addictive.
    11. Provide competitive compensation, but differentiate through the promise of unique work experience and by working on the world's top problems for your niche in the market.
    12. Co-involve hiring managers reduces surprises on both ides.
    13. Do pro-active sourcing.
    14. Work with top talent recruiters.  They’re tapped in.  It’s a business where capability, results, and reputation shine through.
    15. Make employment branding more than lip service.
    16. Draw from a holistic talent pool.
    17. Reach around the world to find the world's best at what they do.
    18. Drive from an integrated talent management technology platform.
    19. Dive deep on marketing intelligence and leverage smart social networking.
    20. Connect to succession and workforce planning to align to growth plans.
    21. Make on-boarding as hassle-free as possible, whether that includes relocation, or whatever.

    Note, I didn’t plan on 21, but I’m glad I landed there. 
    How lucky.

  • J.D. Meier's Blog

    Graham Doig on Value Realization and How to Realize Value from Enterprise Social


    This is a guest post by Graham Doig on Value Realization applied to Enterprise Social software projects.   You can think of Value Realization as simply the value extracted from a process or project.

    Graham is a Business Strategy Consultant (BSC) at Microsoft. He helps Microsoft’s global customers to realize their investment in Microsoft products.  He does that by working with them to align their business and technology strategies and achieve successful adoption. Graham works with both customer business and IT groups to help them develop a strategy to realize change and drive productivity within their organizations.

    Graham holds an MBA and PhD from Loughborough University. He is a regular presenter at conferences and contributor to the academic press. He also regularly lectures on a range of information technology topics to MBA courses at leading UK universities.

    I’ve asked Graham to share some of his key insights and lessons learned in the art and science of Value Realization from his adventures in the field, across real-world customer engagements.

    Without further ado, here is Graham Doig on how to realize value from Enterprise Social software projects …

    The Essence of Value Realization

    Today Value Realization is a critical element of any effective IT enabled business change. It consists of the set of activities that are required to ensure the delivery of the value that is expected from a business investment. But before value can be realized some important things have to happen:

    1. Something has to change; no change, no value;
    2. The change has to deliver measurable benefits; if it can’t be measured it’s not a benefit;
    3. The value of the benefit needs to be defined;
    4. Someone needs to own the delivery of the value.

    Once all of these things have happened then Value Realization can start to take place. The essence of Value Realization is that over a period of time the value being attained from the change is monitored and measured by the benefit owner. The objective is to ensure that the full projected value is attained within the expected timescales.

    The Social Computing Phenomenon in the Enterprise

    Social computing has become commonplace in the range of personal communication tools that are available today. Almost everyone who has access to a computer and the internet is familiar with Facebook, Twitter and Linked-In to one degree or another. It is estimated that Facebook now has over a billion engaged users and Twitter has more than 350 million tweets per day. These applications now provide ordinary people with enormous power to communicate, to converse, to comment, and to criticize or praise. So can this capability be transferred to the enterprise and can it be done in a manner that delivers business value? Well the most recent statistics suggest that most businesses believe that it can. In a recent MIT Sloan report the response was that the importance of social business to the organization had increased significantly between 2011 and 2012. This increase was identified in all industry sectors and the increase in importance ranged mainly between 10 and 20 percent. The challenge for all enterprises now is to translate this recognized importance of social computing into uses that deliver business value.

    Using Enterprise Social to Deliver Business Value

    The first challenge that is encountered when trying to identify how social computing can be used to deliver business value is that Enterprise Social does not take the form of a traditional app that supports the day to day operation of the business. Neither does it deliver the capabilities required for measuring the performance of the business. On the face of it you could conclude that there is no clear role for social computing to play that can directly deliver value to a business organization. This would be wrong! Although identifying the value that Enterprise Social can deliver might be harder that with more conventional IT apps, business value can still be identified if you look in the right places.

    Today there are two major forms of Enterprise Social emerging. The internal view which focuses on Social Productivity and topics such as Employee Engagement and Team Collaboration, and the external view that is focused on Social Marketing such as Marketing Campaigns and Social Media Monitoring. Both Social Productivity and Social Marketing have the potential to deliver business value. Being linked more closely to more mature business activities such as marketing and CRM, Social Marketing provides clearer opportunities for generating business value. This can include increasing the speed of customer adoption of new products and delivering increases in customer satisfaction. Being less mature, the opportunities for Social Productivity to delivery business value are harder to identify but they do exist. Social Productivity can lead to value being realized such as reduced staff attrition rates, and improved speed to market with new products.

    Realizing Value from Enterprise Social

    So if business value can be generated by the use of Enterprise Social how can this value be identified, quantified, measured and realized? This is arguably the biggest question of all. A key tool that is available for addressing this challenge is the ACME model:

    • Activate – a social network has been activated to enable connections;
    • Cultivate – the social network is cultivated to drive quality interaction and adoption;
    • Mine – the information generated by the social network is mined to obtain Insights;
    • Execute – the insights are used to initiate and identify action that we then execute to realize value.

    By applying the four steps of the ACME model business value can be identified and Value Realization can then be used to track the attainment of this value. The first step in the ACME model is Activate; a social network must be activated before anything can be done to generate or realize value. Activation assumes identifying and defining a purposeful network i.e. the network has to support a recognizable community that share a common interest, pain or need. Effective activation means that the community adopt and use the social network and that they participate by engaging in quality interaction. It is the interaction that takes place in the social network that generates mineable information.

    The second step, Cultivate is a critical activity that must be undertaken to ensure the growth and success of the social network. A poorly subscribed and underutilized social network is unlikely to produce very much mineable information and is not likely to deliver much business value. A network requires a critical mass and level of activity before it will attract and grow new members. Without sufficient activity so as to be useful, the network will wither and collapse. A social network that can deliver business value thus must be active and vibrant and this can only be achieved through active cultivation.

    The next two steps in the ACME model are the two that are most crucial for value identification and Value Realization. Step three is Mine; the information that flows from the social network must be mined effectively. It is possible to mine all the information that is being generated by a social network in an attempt to generate insights and whilst this is an acceptable approach it is very dependent on luck. An enterprise that adopts this approach for mining information from a social network is hoping to get lucky! An arguably more effective approach for mining this information is to focus on information that is relevant to the enterprise. Relevant is all about measuring the right thing, not everything. The right thing for every enterprise will be different but there is a standard set of information categories that can usually be considered. These standard information categories typically include:

    • People – who is involved; a customer, an employee, a regulator
    • Location – where is it happening; a city, a country, a retail outlet
    • Product – what product are people talking about; a car, a chocolate bar, a movie
    • Events – what has happened; a purchase, a complaint, a promotion
    • Time – when did it happen; today, yesterday, next week

    By being relevant and focusing on these types of information categories an enterprise is no longer hoping to get lucky; it knows what it is looking for. A critical enabler for effective mining is social analytics, undertaking appropriate analytics on the information flowing from social networks is a paramount activity required to unlock the potential value from Enterprise Social. It is the analytics that generate the insights that are the seed corn for value. These insights could include gaining a better understanding of customer needs, identifying what consumers think about our product compared to a competing product, or finding out what citizens really think about a government policy. However, gaining insights is not enough, the fourth activity of the ACME model, Execute, has to take place for the potential value to be realized. The action can be executed by an individual, a team, or the organization as a whole but without something changing, an action, the insight will be valueless. It is only by executing an action that value can be realized. Typical actions that insights from Enterprise Social can generate might include monitoring and responding to customer complaints faster, responding positively to dissatisfaction being expressed in employee social networks, identifying patterns of exceptions and developing new products from early identification of new trends.

    Execution also brings us right back to Value Realization because execution means Change and it is change that delivers business value. The actions that are taken should have clearly defined measurable business benefits; the value of the benefits and how they will be measured needs to be defined; and someone must take ownership of the benefits and the value that will be realized. It is only through effective Value Realization that Enterprise Social will be successful within your customers’ organizations.

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  • J.D. Meier's Blog

    Steve Ballmer Quotes


    This is my roundup of Steve Ballmer quotes.

    I wanted to gain new insight into what Ballmer is really about.  I find that quotes arranged in meaningful buckets can help tell a story and provide a new lens.  In fact, I was actually surprised by what I ended up with.  I anticipated a focus on Vision, Business, and Boldness.   What surprised me was the themes around Agility, Empowerment, and Innovation.

    Buckets aside, Ballmer behind the scenes is very different than Ballmer on stage, or in the media.  I hope that this collection of quotes helps show more of that range.

    Top 10 Steve Ballmer Quotes

    1. “Developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers, developers.”
    2. “Great companies in the way they work, start with great leaders.”
    3. “I like to tell people that all of our products and business will go through three phases. There's vision, patience, and execution.”
    4. “People-Ready is a natural extension of our founding vision of empowering people through software. Today we take this to the next level by showing how these tools now work together in new ways to enhance innovation and drive greater value for business.”
    5. “The key is that for every business we have is to offer the things that pop every six to nine months, things that pop every couple of years, and things that pop longer than that.”
    6. “The world is changing, but so is Microsoft.”
    7. “This is a very large business that still has incredible possibilities.”
    8. “We can believe that we know where the world should go. But unless we're in touch with our customers, our model of the world can diverge from reality. There's no substitute for innovation, of course, but innovation is no substitute for being in touch, either.”
    9. "We talk about empowering people and businesses to realize their potential. We think of computing devices as tools — tools to entertain you, tools to amaze you, tools to let you be amazing."
    10. “We want to give people the ability to do what they want, where they want, and when they want on any device connected to the Internet.”


    “All of our major businesses can have a short-twitch capability every six to nine months to a long-twitch capability. We can't make customers wait three to four years for things they need every few months.”

    “Our goal in making these changes is to enable Microsoft to achieve greater agility in managing the incredible growth ahead and executing our software-based services strategy.”

    “These changes are designed to align our Business Groups in a way that will enhance decision-making and speed of execution, as well as help us continue to deliver the types of products and services our customers want most.”

    “This is all about having great leaders who can drive agile innovation and agile decision-making.”

    “This will be a place with some structure, but structure that aids teamwork, not politics and bureaucracy, ... Nothing solves big company' ills quite like a strong focus on accountability for results with customers and shareholders.”

    “We need to improve agility.”

    Big Bold Bets

    “All in, baby!. We are winning, winning, winning, winning.”

    "I love what we’re doing with Windows 8, and it’s a bold bet.  We’re reimagining our number one product. That’s cool. But it’s not for the fainthearted.  It takes a certain boldness and a certain persistence."

    “Our people, our shareholders, me, Bill Gates, we expect to change the world in every way, to succeed wildly at everything we touch, to have the broadest impact of any company in the world.”

    "The one thing that I think separates Microsoft from a lot of other people is we make bold bets.  We’re persistent about them, but we make them.  A lot of people won’t make a bold bet.  A bold bet doesn’t assure you of winning, but if you make no bold bets you can’t continue to succeed.  Our industry doesn’t allow you to rest on your laurels forever.  I mean, you can milk any great idea.  Any idea that turns out to be truly great can be harvested for tens of years.  On the other hand, if you want to continue to be great, you’ve got to bet on new things, big, bold bets.  It’s in our value statement; you go to our website."

    “Throughout our history, Microsoft has won by making big, bold bets. I believe that now is not the time to scale back the scope of our ambition or the scale of our investment. While our opportunities are greater than ever, we also face new competitors, faster-moving markets and new customer demands.”


    "But Microsoft’s founding was when somebody said, hey, software is a basis for business. That’s what Bill Gates and Paul Allen did. That turns out to have been an amazingly correct and important thing, correct and important for Microsoft and correct and important for many, many entrepreneurs who have come since."

    “I do think that there is such a strong interest in demand for improvements in information technology that we will continue to see a pretty strong information technology sector, no matter what happens with some of these global economic factors.”

    "I'd say [one of] the things that eat at me the most ... is new business models. Learning a new business model or developing a new business model is so hard."

    "Sometimes you are lucky. Ask any CEO who might have bought something before the market crashed (in 2008) ... Hallelujah! Putting everything else aside, the market fell apart. ... Sometimes you’re lucky.”

    “The small-business market is the biggest part of the computer market, ... We really need to get after that.”

    “You have to cut out parts…react to what the market is telling you. You get into trouble if you assume that you’re going to reach critical mass too quickly—because it’s most likely that you won’t. Through all these trials you can’t lose patience.”

    "Ultimately progress is measured sort of through the eyes of our users.  More than our investors or our P&L or anything else, it’s through the eyes of our users.  We have 1.3 billion people using PCs today.  There was a time in the ’90s when we were sure there would never be 100 million PCs sold a year. Now there will be 375 million sold this year alone."

    “We had too many products that we were trying to sell to too few customers in the mid-market.”

    Consumer and Enterprise

    “Everyone likes to differentiate between business and consumers but I don't see the difference really. Most people are people. I get personal and business mail and I have one set of contacts from my life. I don't want to manage two sets. I want one view of my world.”

    "In the year 2000, people were still saying Microsoft would never be an enterprise company.  Now a lot of people wonder whether Microsoft is still a consumer company! I mean, really?  But I’ve got to tell you we had no enterprise street cred in the year 2000.  We were still trying to prove ourselves to enterprise IT managers."


    “Accessible design is good design.”

    "But if we were trying to write it the original way, I guess it would be a computer on every desk, every pocket, every watch, every data center, every everything. But in a sense technology is a tool of sort of individual choice, individual creativity, individual empowerment, individual access, and mobility sort of just brings that more to the fold."

    “Getting the most out of their people is on the mind of every business leader I speak with. (We) are passionate about the idea that the right software can provide the tools to empower workers to become the drivers of business success.”

    “IBM says we have a team of consultants and we can help you innovate. But at the end of the day, unlocking people potential is better. Having people collaborate to make the right decision is more productive.”

    "It’s always great when you get a lot of people pushing themselves to do better, be better, invent better, better serve, better lead customers in new directions."

    “Our company has to be a company that enables its people.”

    “The number one benefit of information technology is that it empowers people to do what they want to do. It lets people be creative. It lets people be productive. It lets people learn things they didn't think they could learn before, and so in a sense it is all about potential.”


    “Look at the product pipeline, look at the fantastic financial results we've had for the last five years. You only get that kind of performance on the innovation side, on the financial side, if you're really listening and reacting to the best ideas of the people we have.”

    “So, I think the output of our innovation is great. We have a culture of self-improvement. I know we can continue to improve. There is no issue. But at the same time, our absolute level of output is fantastic.”

    “The lifeblood of our business is that R&D spend. There's nothing that flows through a pipe or down a wire or anything else. We have to continuously create new innovation that lets people do something they didn't think they could do the day before.”

    "The truth of the matter is it’s hard to invent anything.  It’s hard to invent a new thing, and it’s just as hard to invent another new thing.  I think we’ve been pretty successful, but it’s hard.  It is hard."

    “We're about to kick-start a new growth engine for the mobile industry. To grow, the wireless industry needs to provide end-to-end solutions and innovative services. We're creating great new tools to do just that.”


    “Eventually the Internet will be accessed by PC, television, and wireless devices.”

    “More of what we do will live on the Internet, ... Nobody will have software products in 10 years. Everyone will have products and services. It will be hard to tell the difference between software products and services.”

    “There will be this kind of quantum leap forward in the way people use the Internet over the next several years. There will be ushered in a next generation Internet user experience. That will be marked not only by the introduction of additional devices that take advantage of the Internet, but it will be marked by a whole new set of ways for programs to work together, for users to share data with one another and with programs, and basically, almost a whole new user interface model of the world.”

    “We have an incredible opportunity...to revolutionize the Internet user experience. We need to deliver our next generation services platform in order to do that. And we need Bill Gates 100 percent focused on helping architect that.”

    “We need to deliver a breakthrough version of Windows that allows PCs and servers to support these next-generation services and host them out there on the Internet."


    “All companies of any size have to continue to push to make sure you get the right leaders, the right team, the right people to be fast acting, and fast moving in the marketplace. We've got great leaders, and we continue to attract and promote great new leaders.”

    “Bill brings to the company the idea that conflict can be a good thing."

    “Great companies have high cultures of accountability, it comes with this culture of criticism I was talking about before, and I think our culture is strong on that.”

    "Leaders really do need to hit the exact right balance on what I'd call the optimism realism curve. If you're not realistic, you lose respect from customers, partners, shareholders, press, employees, if you're not realistic. But if a leader can't be optimistic, if a leader can't say, life is going to be better, we're going to take share, we're going to improve this situation, if you can't sort of handle being optimistic and realistic at the same time, I think it [will be hard for you] to be a great leader."

    "The key isn't to quibble with the style that somebody uses or the approach. The key is to grade the results."

    “We realized we needed to give our core leaders deeper control and accountability in the way they run their businesses, while at the same time ensuring strong communication and collaboration across business units.”


    “And we learned an important lesson: Today's business software doesn't look enough like today's businesses."

    “IBM is increasingly a services company ... and we are, at the end of the day, a software company.”

    “We are still not getting in the manufacturing industry, ... We will provide the infrastructure that lets those in the manufacturing industry do their jobs.”

    “We will make our products work out of the box.”

    The New World of Work

    “At Microsoft, we're investing heavily in security because we want customers to be able to trust their computing experiences, so they can realize the full benefits of the interconnected world we live in.”

    “By bringing together the software experience and the service experience, we will better address the changing needs of our customers' digital lifestyles and the new world of work.”

    "My kids will never understand that it used to be kind of hard to access and find things, and know what the world knows and see what the world sees. Yet it becomes easier and easier every day."

    “There are a variety of different things that fall under the social banner. We’re adding what I’d call ‘connectivity to people’ into our core products, The acquisition of Skype is big step down that path toward connecting with other people.”

    “Under Ray's technical leadership and weaving together both software and software-based services, I see incredible opportunity to better address the changing needs of our customers' digital lifestyles and the new world of work.”

    "With Windows 8 we think we usher in a new round, a round of mobility, a round of natural interface. The cloud makes computing in a sense more seamless, more transparent, kind of more every day, more every minute than ever before. I think that’s very powerful."

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  • J.D. Meier's Blog

    The Recipe of Great Leaders: WHY, HOW, WHAT


    clip_image002“As we look ahead into the next century, leaders will be those who empower others.” — Bill Gates

    Seasoned leaders focus on WHAT, and then HOW.

    Smart leaders start with WHY.

    So the obvious conclusion is that the right recipe is WHY, WHAT, HOW.

    But that’s the surprise.

    The most effective leaders know the recipe is WHY, HOW, WHAT.

    HOW is the key to success for the long-haul.

    HOW is often the difference that makes the difference.

    HOW is where execution happens.

    HOW is where you figure out sustainable ways.

    HOW is where you figure out Operating Principles so you can take on big challenges and nail whatever WHAT that comes your way.

    If you master Ability to Execute, you bridge Strategy + Execution.

    HOW is especially interesting because it’s where people can shine.   If you’ve read The Patterns of High Performance, you know that individuals produce their best results when they use their personal HOW.

    It’s the journey and the destination. 

    WHY is the juice for the journey.  HOW is your recipe for the journey.   WHAT is the destination.  If you master your HOW, you can enjoy the journey, and you’ll be better prepared for any destination you set your eyes on.  Of course WHY will filter the destinations you choose.

    It’s elegance in action.

    The key is to treat HOW as a first-class citizen.  Execution is often a differentiator.   If you master and mature your HOW, you can move up the stack to take on bigger and better things.

    Use your HOW to chop any challenge down to size.

    Another way to think of it is, “Masterful HOW” trumps “Ad-hoc HOW” or “Heroic Efforts” time and again.  There are exceptions, but it’s not sustainable.  

    Those that invest wisely in their HOW execute with confidence, can do product line engineering, and create sustainable work-life balance, and use “Ability to Execute” as a competitive differentiator, among the sea of failing and flailing.

    For a great video on the power of WHY, HOW, WHAT, check out Simon Sinek: How Great Leaders Inspire Action.

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  • J.D. Meier's Blog

    The Power of Values


    “Rather than love, than money, than fame, give me truth.” -- Henry David Thoreau

    Values are the ultimate lightening-rod.  They bring people together, or divide them apart.

    If you don’t get how much values shape a company, from the people they hire to the people they fire, check out Video interview with Simon Sinek about the Golden Circle.

    When you do great work that makes your soul sing, it’s usually because you have a strong values alignment.   When you combine values with a clear vision, and a powerful mission, it’s the ultimate key to unlocking greatness, in yourself, others, and the company or arena you’re in.

    Here is a sampling of values from some companies you’ve probably heard of.   You’ll notice some patterns across, but you’ll also notice some distinctions.   It’s the distinctions that can tell you things like whether a company is innovation-centric, or social-centric, or consumer-centric, or information-centric, etc.

    Microsoft Values

    Here are the Microsoft values:

    As a company, and as individuals, we value integrity, honesty, openness, personal excellence, constructive self-criticism, continual self-improvement, and mutual respect. We are committed to our customers and partners and have a passion for technology. We take on big challenges, and pride ourselves on seeing them through. We hold ourselves accountable to our customers, shareholders, partners, and employees by honoring our commitments, providing results, and striving for the highest quality.

    Amazon Values

    Here are the Amazon Leadership Principles:

    1. Customer Obsession.  Leaders start with the customer and work backwards. They work vigorously to earn and keep customer trust. Although leaders pay attention to competitors, they obsess over customers.
    2. Ownership.  Leaders are owners. They think long term and don’t sacrifice long-term value for short-term results. They act on behalf of the entire company, beyond just their own team. They never say “that’s not my job."
    3. Invent and Simplify.  Leaders expect and require innovation and invention from their teams and always find ways to simplify. They are externally aware, look for new ideas from everywhere, and are not limited by “not invented here." As we do new things, we accept that we may be misunderstood for long periods of time.
    4. Are Right, A Lot.  Leaders are right a lot. They have strong business judgment and good instincts.
    5. Hire and Develop the Best.  Leaders raise the performance bar with every hire and promotion. They recognize exceptional talent, and willingly move them throughout the organization. Leaders develop leaders and take seriously their role in coaching others.
    6. Insist on the Highest Standards.  Leaders have relentlessly high standards - many people may think these standards are unreasonably high. Leaders are continually raising the bar and driving their teams to deliver high quality products, services and processes. Leaders ensure that defects do not get sent down the line and that problems are fixed so they stay fixed.
    7. Think Big.  Thinking small is a self-fulfilling prophecy. Leaders create and communicate a bold direction that inspires results. They think differently and look around corners for ways to serve customers.
    8. Bias for Action.  Speed matters in business. Many decisions and actions are reversible and do not need extensive study. We value calculated risk taking.
    9. Frugality.  We try not to spend money on things that don’t matter to customers. Frugality breeds resourcefulness, self-sufficiency, and invention. There are no extra points for headcount, budget size, or fixed expense.
    10. Vocally Self Critical.  Leaders do not believe their or their team’s body odor smells of perfume. Leaders come forward with problems or information, even when doing so is awkward or embarrassing. Leaders benchmark themselves and their teams against the best.
    11. Earn Trust of Others.  Leaders are sincerely open-minded, genuinely listen, and are willing to examine their strongest convictions with humility.
    12. Dive Deep.  Leaders operate at all levels, stay connected to the details, and audit frequently. No task is beneath them.
    13. Have Backbone; Disagree and Commit.  Leaders are obligated to respectfully challenge decisions when they disagree, even when doing so is uncomfortable or exhausting. Leaders have conviction and are tenacious. They do not compromise for the sake of social cohesion. Once a decision is determined, they commit wholly.
    14. Deliver Results.  Leaders focus on the key inputs for their business and deliver them with the right quality and in a timely fashion. Despite setbacks, they rise to the occasion and never settle.


    Google Values

    Here are the Google Values:

    1. Focus on the user and all else will follow.
    2. It’s best to do one thing really, really well.
    3. Fast is better than slow.
    4. Democracy on the web works.
    5. You don’t need to be at your desk to need an answer.
    6. You can make money without doing evil.
    7. There’s always more information out there.
    8. The need for information crosses all borders.
    9. You can be serious without a suit.
    10. Great just isn’t good enough.

    Apple’s Values

    Here are Apple’s Core Values according to CEO Tim Cook:

    • We believe that we're on the face of the Earth to make great products.
    • We believe in the simple, not the complex.
    • We believe that we need to own and control the primary technologies behind the products we make.
    • We participate only in markets where we can make a significant contribution.
    • We believe in saying no to thousands of projects so that we can really focus on the few that are truly important and meaningful to us.
    • We believe in deep collaboration and cross-pollination of our groups, which allow us to innovate in a way that others cannot.
    • We don't settle for anything less than excellence in every group in the company, and we have the self-honesty to admit when we're wrong and the courage to change.

    And here are the Apple Values in the Apple Employee Handbook, circa 1993:

    Apple Values are the qualities, customs, standards, and principles that the company believes will help it and its employees succeed. They are the basis for what we do and how we do it. Taken together, they identify Apple as a unique company.

    These are the values that govern our business conduct:

    1. Empathy for Customers/UsersWe offer superior products that fill real needs and provide lasting value. We deal fairly with competitors and meet customers and vendors more than halfway. We are genuinely interested in solving customer problems, and we will not compromise our ethics or integrity in the name of profit.
    2. Aggressiveness/AchievementWe set aggressive goals and drive ourselves hard to achieve them. We recognize that this is a unique time, when our products will change the way people work and live. It is an adventure, and we are in it together.
    3. Positive Social ContributionWe build products that extend human capability, freeing people from drudgery and helping them achieve more than they could alone. But beyond that, we expect to make this world a better place to live. As a corporate citizen, we wish to be an economic, intellectual, and social asset in communities where we operate.
    4. Innovation/VisionWe built our company on innovation, providing products that were new and needed. We accept the risks inherent in following our vision, and work to develop leadership products that command the profit margins we strive for.
    5. Individual PerformanceWe expect individual commitment and performance above the standard for our industry. Only thus will we make the profits that permit us to seek our other corporate objectives. Each employee can and must make a difference. In the final analysis, individuals determine the character and strength of Apple.
    6. Team SpiritTeamwork is essential to Apple's success, for the job is too big to be done by one person. Individuals are encouraged to interact with all levels of management, sharing ideas and suggestions to improve Apple's effectiveness and quality of life. It takes all of us to win. We support each other and share the victories and rewards together. We are enthusiastic about what we do.
    7. Quality/Excellence.  We care about what we do. We build into Apple products a level of quality, performance, and value that will earn the respect and loyalty of our customers. At Apple, quality management is critical to our continued success.
    8. Individual Reward.  We recognize each person's contribution to Apple's success, and we share the financial rewards that flow from high performance. We recognize also that rewards must be psychological as well as financial, and we strive for an atmosphere where each individual can share the adventure and excitement of working at Apple.
    9. Good Management   The attitudes and behaviors of managers toward their people are of primary importance. Employees should be able to trust the motives and integrity of their supervisors. It is the responsibility of management to create a productive environment where Apple Values flourish.


    Facebook Values

    Here are the 5 Facebook Values:

    1. Focus on Impact.  If we want to have the biggest impact, the best way to do this is to make sure we always focus on solving the most important problems. It sounds simple, but we think most companies do this poorly and waste a lot of time. We expect everyone at Facebook to be good at finding the biggest problems to work on.
    2. Move Fast.  Moving fast enables us to build more things and learn faster. However, as most companies grow, they slow down too much because they’re more afraid of making mistakes than they are of losing opportunities by moving too slowly. We have a saying: “Move fast and break things.” The idea is that if you never break anything, you’re probably not moving fast enough.
    3. Be Bold.  Building great things means taking risks. This can be scary and prevents most companies from doing the bold things they should. However, in a world that’s changing so quickly, you’re guaranteed to fail if you don’t take any risks. We have another saying: “The riskiest thing is to take no risks.” We encourage everyone to make bold decisions, even if that means being wrong some of the time.
    4. Be Open.  We believe that a more open world is a better world because people with more information can make better decisions and have a greater impact. That goes for running our company as well. We work hard to make sure everyone at Facebook has access to as much information as possible about every part of the company so they can make the best decisions and have the greatest impact.
    5. Build Social Value.  Once again, Facebook exists to make the world more open and connected, and not just to build a company. We expect everyone at Facebook to focus every day on how to build real value for the world in everything they do.

    IBM Values

    Here are IBM’s Values (as determined by 319,000 IBMers around the world that engaged in an open "values jam" on IBM’s global intranet):

    1. Dedication to every client's success
    2. Innovation that matters, for our company and for the world
    3. Trust and personal responsibility in all relationships

    Keep in mind, the fastest way to know the values is to know the leader, since values flow down (and people tend to hire people like themselves.)   Also, remember that values are not what you say, but what you do, since actions speak louder than words.

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  • J.D. Meier's Blog

    What are the Most Useful CIO Resources?


    What are the most useful CIO Resources you turn to?

    Here are a few I know of …


    1. 800 CEO Read
    2. Accenture (Latest Thinking)
    3. Booz Allen (Ideas & Insights)
    4. CIO Enterprise Insights
    5. CIO Insight
    6. CIO Magazine
    7. CIO Today
    8. Cognizant (Future of Work)
    9. Deloitte Press (Where Ideas Prosper)
    10. Directions on Microsoft
    11. Forrester
    12. Gartner
    13. HBR (Blog Network)
    14. IBM Exchange
    15. KPMG (Research)
    16. McKinsey & Company
    17. Microsoft Office of the CIO Blog
    18. Next at Microsoft
  • J.D. Meier's Blog

    The Exponential Results Formula


    It’s time for another take.  Here it is:

    The Exponential Results Formula

    I made a mistake when I first named it.  I called it, The Way of Success (sort of Bruce Lee style.)

    While it certainly is the way of success, it really is more of a specific technique for getting exponential results.

    I grew up in a world where results talk and BS walks.

    And, time is a limited resource.  

    While I like learning, I don’t like wasting time, unless it’s by design.  (And, sometimes it is.)

    As a patterns and practices kind of a guy, I’ve studied and tested many, many, … many ways to find the keys to getting better, faster, and cheaper results.   Cheaper can mean all sorts of things, but in this case, I mean it to be less cost, more efficient, and less wasteful. 

    In other words, I want more from the time and energy I already spend.

    Don’t we all.

    I also want to know “the map” and where I am on the map.   This is especially true if it’s a long journey.   As Zig Ziglar said, “People do not wander around and then find themselves at the top of Mount Everest.” Similarly, they don’t wander around into being a doctor.  Or wander around and write a book.

    Making great things happen usually takes great effort.   That’s why passion and purpose are important.

    But passion and purpose only get you so far.  There’s a saying here that’s pretty relevant:

    If all you have is motivation, but you have no technique, or the wrong strategy, that’s a recipe for failure.  Or, it’s at least a recipe for a lot of wasted time and energy, and lackluster results.

    Strategies, techniques, and mentors are the short-cut.  

    They help you find more effective paths and avoid dead-ends.

    And that’s where the The Exponential Results Formula comes in.

    It frames out a way to model success and amplify your impact.

    After all, if you’re going to go for it, then why not go big.

    As they say, go big or go home.

  • J.D. Meier's Blog

    Dive Right In: The Art of Menu Design in Action


    I’ve updated my menu at Sources of Insight to make it easy to dive into hot topics including Innovation, Leadership, Personal Development, Productivity and more. (here is the full Topics pages.)

    I made them front and center on the top menu bar:


    I’ll be testing the effectiveness of this new menu for the next 30 days.

    Here was my previous design:


    There are pros and cons to both.  

    I’ve struggled with my menu, so I’ll share some of my learnings.

    On My Previous Menu Design …

    With my previous design of the top bar, Home | Archives | Explore | Topics | Resources | Store | About | Contact, it was easy to see the site navigation at a glance, and make sense of it.   Another advantage is that the idea of Great Books, Great People, Great Quotes, was simple and clear, and it was easy to see Special Guests, including Best-Selling authors. The challenge is that it buried some interesting topics, under Topics.

    So it was simple, but relatively generic, and some of the most interesting topics were nested under Topics.

    On My New Menu Design …

    With my new menu, Innovation | Leadership | Productivity | Personal Development | Fun are right in your face.  Better yet, when you click More …, you have additional interesting topics right there, including Emotional Intelligence, Happiness, Intellectual Horsepower, Motivation, Strengths, and Time Management.   This has several advantages.  The main thing is that it puts hot topics at your fingertips.  It also helps you get an instant sense of the scope of the site, and variety of coverage.   It also makes it easy to showcase some interesting topics.  Related, I can easily shuffle some of the popular topics to see which ones readers are hungry for, as well as test new topics.  But a big downside is, my sub-menu looks more complicated now.   I didn’t want to give up the Great Books, Great People, Great Quotes, or the Special Guests, since they are key features of Sources of Insight.

    I’ve studied menus.  Many menus.  Many, many, many, too many menus.   And, I’ve played around with my own menus for many years.   Menus really are a living thing (or they die, and information starts to die.)   That said, they are powerful when they are simple, intuitive, and help users achieve their goals, or explore and find interesting things (I’m a fan of supporting both River AND Goal people.)

    Great Menu Guidance

    I finally stumbled on a really good menu design article that clicked for me:

    How To Design Effective Navigation Menus

    What I liked was the simple flip through of many menu designs at a glance.  This made it really easy to compare and contrast across multiple designs very quickly, as well as explore designs I hadn’t seen before.  

    What caught my attention though, was the following section on how the BBC has enormous information, but slices into a simple set of seven categories:



    There’s more to the story than that, but I liked the idea of a “Hot Button Bar” at the top, where, without thinking, you could simply “Dive In.”

    While my site might not qualify yet as an enormous amount of information, it is getting there.   I have more than 1,000 blog posts, and many of them are significant in size. 

    Here’s the most interesting thing to me, though.  As soon as I chose this particular set of categories, I found myself wanting to produce some highly-targeted articles to really create a compelling experience for somebody drilling into these categories.  I also want to create “Getting Started” articles for these Hot Spots as well as some Overview types articles, and definitely more How Tos, and more Checklists.

    I think my driving philosophy behind my design is:

    Think less, explore more, and yet make sense of the site at a glance.

    I’m a fan of simplicity.  On one hand, I feel like a lost some simplicity on the sub-menu.  In fact, specifically, I just don’t like having too many options visible.  I also don’t like that some of my most significant pages feel a little buried on my Resources page.  My Trends page feels really lost and yet it’s my trends posts that change lives and companies.  On the other hand, even though it’s more categories at a glance than I like up front, it does make it easy to dive into some very different parts of the site.

    While I may not have “nailed it”, at least I think I’m trending in the right direction, and most people I think will quickly find information they need or want.

    Site Navigation and Information Navigation at a Glance

    I’m also hoping that I stumble on additional design moves for my menu that I don’t expect.  I actually didn’t expect to put the current set of topics on the main menu.  But, I like it.   It’s effectively:

    1. Information Navigation on the top bar
    2. Site Navigation on the bottom bar

    My open issue to solve is how to consolidate my sub-menu, while keeping the simple story of Great Books, Great People, Great Quotes, and making it easy to dive into key resources that are buried under the Resources page, including Checklists, How Tos, Lists, etc.

    Keep in mind, as much as I’m complaining, all you really need to do is just click on the Resources page and you have bunches of resources at your fingertips.

    But, like I said, I’m a fan of simplicity, and yes, I want my cake and eat it, too.

    If you get a chance, dive in, take a look around, and let me know your thoughts.

    There are articles in there that have helped people do amazing things.

    If you just want some quick inspiration, take a stroll through my inspirational quotes collection.

    Here is a sampling to get you started:

    • “If you’re going through hell, keep going.” — Winston Churchill
    • “Courage doesn’t always roar. Sometimes courage is the quiet voice at the end of the day saying, ‘I will try again tomorrow.’” — Mary Anne Radmacher
    • “Life isn’t about finding yourself. Life is about creating yourself.” — George Bernard Shaw
    • “What lies behind us and what lies before us are tiny matters compared to what lies within us.”— Ralph Waldo Emerson
    • “If you cannot do great things, do small things in a great way.” — Napoleon Hill

    Explore for more.

  • J.D. Meier's Blog

    The Collaboration Economy


    Is collaboration the new competitive advantage?  Possibly.   I do know that those at work that pair up on things, and combine their capabilities can outshine those that go it alone.  And, I do see how people with better networks tend to have an easier time making their ideas happen.

    I wrote a book review of The Collaboration Economy: How To Meet Business, Social, and Environmental Needs and Gain Competitive Advantage, by Eric Lowitt.  Eric is an HBR.org columnist and the best-selling author of The Future of Value.

    What happens when the world competes for water, food, and energy? 

    Take a guess.

    What happens when the world finds new ways to collaborate and innovate around limited resources?

    Sustainability is the new advantage, and collaboration is a key competitive advantage.

    Visionary CEOs are embracing sustainability, not because it’s politically correct, but because their businesses depend on it for revenue, innovation, and competitive differentiation.

    In a global market, hyper-competition, and increasingly connected world, your portfolio of partnerships can make or break you.  If you have the right collaborative partnerships, you have a competitive advantage.  Similarly, if you lack collaborative partnerships where it counts, you’ll be at a disadvantage.

    Companies like Unilever, Coca-Cola, GE, and Nestle Waters North America are leading the way.

    How’s that going?

    That’s what The Collaboration Economy is all about.

    Throughout the book, Lowitt shares stories and data, as well as actionable guidance on how you can help shape the future of the economy and of the sustainability of the world.

    What I like is how Lowitt paints a big picture.   He walks through the five primary natural resources used for power: coal, natural gas, nuclear, water, and renewable resources.  He gives his take on the pros and cons of each, as well as some interesting stats.

    It's not an easy read, but it is pragmatic at multiple levels, for leaders, and consumers, by showing how certain things can play out.

    For example, as a leader of a business, you have to know when to compete and when to collaborate.  As a consumer, you vote with your purchases. But there are also gate-keepers at various points in our system (such as those who gives you loans, etc.) that could very easily shift towards more eco-friendly ways and change consumer behavior.

    Eco-friendly will vary.

    I especially like that Lowitt addresses the topic from a business perspective, rather than just a “good intentions” or “greater good” perspective.  He shows how “the great good” will make business sense for the long-haul.   He is also clear that it’s not an easy road.  There are very obvious choices and challenges along the way.  But he also points out that this road can lead to very interesting innovations, new organizational designs, and will make or break some of the biggest companies that depends on global systems that sustain our daily life.

    It’s both a thoughtful book and an actionable book.   Lowitt provides a framework for action as well as guiding insights to help you challenge and change the status quo.

    For a deep dive into the book and a sampling of the nuggets, check out my book review on The Collaboration Economy.

    If changing the world is something you’ve always wanted to do, now might be a great time to do so.

  • J.D. Meier's Blog

    Now Available: Trends Page at Sources of Insight


    One of the most important things I learned long ago is the power of trends, and how they can help you anticipate. 

    Now, each year, as a habit, I put together a serious and significant roundup of trends.  

    Here are my trends collections at your fingertips:


    (If you read nothing else, read the Trends for 2013 post.  It’s hard-core.)

    If you can see things coming, you can prepare for them.   Sometimes you can really embrace them and ride a wave.  I use them to help me play out possibilities and to inspire new ideas and create new value.   I also use them to avoid being surprised, or at least surprised less.  In the arena that I’m in, it’s easy to be left behind if you don’t skate to where the puck will be. 

    That’s true for many businesses, and it’s true for many careers.

    While I had always paid attention to trends, in 2009 was really a turning point for me.  I was working on the Microsoft Application Architecture Guide (you can think of it as playbook for building applications on the Microsoft platform.)   As part of the effort, I needed to know where the IT industry was going.  I also needed to know how the Enterprise landscape would change.

    I remember the exercise of mapping out the trends.   What’s obvious now was not as obvious then, since some things were just starting to take off in the Enterprise, or early in the market.  One of the big shifts was to REST.   Another big shift was to more virtualization.  In fact, a few big Enterprise shops that I know, were using virtualization and calling it their private “Cloud.”  

    Here is the Mind Map of trends I created back in 2009:



    Behind the scenes, what I was doing was effectively polling many development shops around the world to see what was hot and what was emerging.  Meanwhile, I was cross-checking on where CIOs were putting their money.   I was cross-checking that with analysts and trend spotters.  I paid a lot of attention to where big companies were placing their bets.  I expected rippled effects in the industry.

    I needed to have a good handle on the trends and emerging patterns because I needed the book to be ahead of it’s time, or at least not dated out of the gate.  (A key pattern I learned here is to create “evergreen” and durable frames so that as technologies churn, the main frames stay the same.)

    The big things that popped for me on the map, at the time, were:  Agile, Business Intelligence, Big Data, Cloud, Rich-Internet Apps, and User Experience.   And, the shift to REST was disruptive.  I was starting to notice how some customers that were embracing the Cloud were leap frogging ahead.   I also noticed how customers who invested in user experience as a first-class citizen were building higher-quality applications that people wanted to use.  With too many choices, user experience wins.  The apps that make you feel good, make you personally effective and connect with others win.

    I learned a few valuable lessons from the exercise:

    1. The future doesn’t need to surprise you.  The future isn’t as mysterious when you know how to map out the system.
    2. Consumer patterns really shape Enterprise patterns.  After all, people are people, and the lines blur between work and life.
    3. You can use the future to shape your path.   If you connect trends to the pains, needs, and desired outcomes of your customers, you can very much anticipate where likely sources of value will be. 

    On a personal level, you can also use trends to help you decide your bigger decisions in life, including your career path.  For example, I know some colleagues that saw Big Data as the place to be, and they started working on their data scientist skills, and are now seeing it pay off.

    I’m starting my trends research a little earlier this year.   I’m paying attention to examples of things like m2m (machine to machine) scenarios and possibilities in the real world.  I’m especially interested in Television 2.0 — The $2.2 Trillion War for your Living Room.  I’m also paying attention to more wearable computing scenarios, as well as innovations in education, health, and manufacturing.   I’ve heard some amazing stories of 3-D printing as a disruptor.   And, I’m hoping for some really surprising possibilities with phones.

    As Peter Drucker said, “The best way to predict the future is to create it”, and Alan Kay said, “The best way to predict the future is to invent it!”

    If you’re not shaping your future, someone else is.

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  • J.D. Meier's Blog

    High-Performance Teams Happen When It All Hangs Together


    “Not finance. Not strategy. Not technology. It is teamwork that remains the ultimate competitive advantage, both because it is so powerful and so rare.” -- Patrick Lencioni

    To create high-performance teams, you don't need the best people in the world.  But you do need people at their best.

    To bring out their best, you first need simple alignment on the team in the form of vision, mission, values, and identity.  I wrote a step-by-step article on How To Create a High-Performance Team with Vision, Identity, and Values.

    Alignment at that level creates a foundation and platform for high-performance teams.  As Benjamin Franklin said, “We must all hang together, or assuredly, we shall all hang separately.”

    Vision, Mission, and values

    Here's a recap of vision, mission, and values:

    • Mission - who are you? what do you do?
    • Vision - where do you want to go?
    • Values - what do you value? what's important? (your corporate culture)

    Alignment at this level helps you accelerate your path through Forming -- Storming -- Norming and Performing.  It also gets work going in the right direction, so people can spend more time where they shine, and less time bifurcating their focus.

    You Don't Need the Best People, You Need People at Their Best

    Of course, having the best people is great.  But what you really need is people at their best, in a system that supports them.

    In fact, there are a lot of high-performance people all around in systems that break them.   So if you simply create a team system that frees people up, right off the bat, you are ahead of many teams.  You free people up when you create shared goals, focus on the outcomes, and paint clear pictures of how to be successful.  You unleash people when you make it safe to take risks, and create a rapid learning environment.

    The easiest way to break an otherwise high-performing team is to micro-manage.  The more you focus on what seem to be otherwise good tools, like accountability, process, etc., the more you get the opposite.  Accountability, process, etc. happen as a by-product of doing specific things well, like having clear goals, letting people work the way they work best, having people spend more time in their strengths, and encouraging learning.  When people have a goal, and they are in their passion, and they are free to use their strengths, they get resourceful.

    Remember that people are creatures of habit, and they form habits (and, as a result, process.)  When you create a continuous learning environment where people can afford to fail and take risks, they learn faster, improve faster, and out-execute the competition.

    If your team is not a high-performance team, before you poke at the people, poke the system you create on a daily basis.

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  • J.D. Meier's Blog

    Mark Bestauros on Value Realization


    This is a guest post by Mark Bestauros on what he’s learned about Value Realization at Microsoft.   You can think of Value Realization as simply the value extracted from a process or project.  Mark is the Microsoft IT Principal Business Value Realization manager, and a member of the Microsoft IT Portfolio Management Team, where he is responsible for the optimization of a significant IT spend across the Microsoft businesses.   Mark is also responsible for the Value Tracking for projects in scope, and that has led to some big breakthroughs in terms of reporting the value of IT investments back to the business, and demonstrating the power of Value Realization.

    I’ve asked Mark to share some of his key insights and lessons learned from his adventures at Microsoft in the art and science of Value Realization.

    Without further ado, here is Mark Bestauros on Value Realization …

    Two Main Purposes of the Value Conversation

    The Value conversation serves two main purposes in IT:

    1. Objective and Value Driven Portfolio Planning
    2. Provide Evidence to the argument that IT is not a cost center, but a corporate Propulsion Engine enabling it to reach its objectives through: Informate, Transformate and Automate processes and businesses within the company.

    To accomplish the first goal, the organization need to have the Value conversation tied to the Personal Commitments for all those involved in IT work, and equally importantly, making sure that the a mutual understanding of priority positioning of the “Value” focus in the Conditions of Satisfaction conversations that usually take place between IT organizations and the benefiting business partners from the IT effort.

    Without having the Value activities reflected in the commitments and missing in IT native processes, almost all involved in project work automatically de-prioritize the Value work, starting with turning a blind eye on a missing business case analysis at the inception point and ending with walking away immediately after a project Pre-deployment sign off meeting, washing their hands from any commitment to measure and evaluate the actual benefits hoped for at the Envision or “Plan” phase.

    Planning and Prioritizing with Value Experts at the Business and IT Borders

    The key to success is to embed Value experts at the business and IT border checkpoints.  You need Value experts who are well versed in understanding how to sell the Value argument.  You also need professionals who can guide the average IT professional through estimating effectively (versus guestimating).   You also need to embed the most cost effective, and time effective, means to measure baselines and project logical improvement deltas at the business and IT border checkpoints.  This will help you facilitate effective Portfolio Planning and  prioritize demand more effectively, prior to having the all up IT/Business Leadership Team Planning marathons.

    “Tests for Success” for Value Realization

    Evidencing the argument about the viability of the IT organization in any company with actual Realized Value is very compelling only if the Value reported passes these tests:

    1. Executive Support.  Wins the support of the executives who will benefit from the IT effort in the organization through proven and measureable results.
    2. Simple and Executable.  Uses “Simple to Understand and Execute” measures and algorithms.
    3. Logical Correlations to the Intangibles.  Exhibited logical correlations between intangible results (e.g. Customer Satisfaction) and monetary KPIs (or P&L report line items).
    4. Conservative.  It needs to be conservative in nature (not bullish and not overly bearish either, but provides a credible range of the benefit that aligns with a proven proxy measure).
    5. Sustainable.  It needs to be a sustainable approach.  It can’t be a one-off, or a heroic work effort. 

    Characteristics of a Successful Value Realization Practitioner

    There are few characteristics or knowledge areas that makes a value practitioner successful in changing the culture and move the Value Organizational Maturity in the right direction:

    1. Financial Intelligence.  Financial, able to understand the common financial metrics a CFO can relate to, able to shine the light on merits and risks using the common financial terms acceptable by the Finance community.
    2. Measuring and Estimating.  Understand the measuring and estimating techniques and able to reach deals with ultra-busy business teams (who typically consider IT organizations as suppliers or order takers), to provide reliable data, and know who to substitute the lack of reliable, large sample size data for example, with conservative measures factoring in an agreed on discounted deltas for lack of higher confidence levels.
    3. Interpersonal Skills.  A seller and artist in the art of crucial conversations, since Planning is a very competitive arena, and convincing those involved in Envision phase to dedicate time to obtain reliable data, not planned for in the original budgeting.
    4. Expertise in the Art and Science of Value Realization.  A person who can hit the ground running in quickly earning the “Trusted Adviser” title by all stakeholders due to his/her knowledge of the tools, methodologies, and acting as the defense attorney with the business case versus the classic perception of the “Auditor” or “Critic” of the spend!
    5. The Value Lens.  Understanding the role of Business Architect and being ready to provide the Value Lens cut to architectural analysis through “Value Stream Mapping”, and capturing measureable problem statements round the process bottle necks in addition to translating a Premise of benefit to a measureable ROI.

    A value practitioner can’t achieve that alone, while overcoming organizational undisciplined Value approaches if any exist at all, lacking individuals Value commitments and the unwillingness of the business customers to engage in meaningful Value (BCA, VRF or BVR efforts), he/she needs air cover and a value sponsors (usually are found in the Finance Community or if lucky, a CIO or a member of two of the senior leadership) to facilitate the conversation and help open the doors.

    Executing Value Realization

    On the tactical and execution level the Value practitioner needs to:

    1. Make it simple. Use technology to share the “Know How” in a very hands on, simple to understand and direct way.
    2. Train the Trainer. Spread the gospel of Value through providing visual illustrations, visually appealing training modules making it easier to grasp the concepts by non-financial individuals. Etc.
    3. Lead by example.  Show willingness to roll the sleeves and help.. show them by doing.
    4. Lean the process. BCA, BVR (VRF) and ROI are the “Trinity of Value”, explain the meaning of each, and how they relate to one another. Lean the process part and standardize the ROI estimation approaches to make it easier for them to improve their Gage “R&R”: Repeatability and Reproducibility in doing the process for every engagement they have and produce the same sustainable results.
    5. Stay Connected to Decision Makers.  Stay connected to the decision makers, they are ultimately the benefactors of the Value work… they are the ones who will have the crucial conversations with their CEO, CFO and senior leaderships.. explain the approach, by simple and clear about it and be upfront in earnestly stating the time commitment. Be sensitive to the politics in each organization, for the last thing you want is to lose support and endorsement you desperately need for something that is totally unrelated to the Value work.

    Three Technical Challenges to Be Aware Of

    The three technical challenges are primarily:

    1. Isolating the effect of the IT project.  When there are multiple efforts going side by side, one of which happens to be the project in question for Value, to achieve a preset goal.
    2. Monetizing the intangibles.   For example, how to quantify and put a dollar amount to customer satisfaction.
    3. How to sell Soft Dollar.  For example, how do you sell the soft dollar (soft savings, potential cost and risk avoidances) side by side with the hard dollars, without over-selling, inflating the estimates, or creating audience rejection?

    There are known techniques that address each, and there are some that I had to improvise to make them fit the maturity stage of the target organization. In all cases, getting stakeholder agreement to the assumptions, transferring functions, and using the Dollar as an IT solution provide horse power to go a long way.

  • J.D. Meier's Blog

    Cloud Scenarios at Your Fingertips


    If you don’t know the scenarios for the Cloud, it’s hard to make the case for the Cloud.  Whether you’re a Solution Architect, Enterprise Architect, Business Leaders, IT Leaders, CIO, analyst, etc., you need to know the pains, needs, and desired outcomes so that you can rationalize the technology more effectively.

    What you’ll find below are collections of scenarios large and small that will help you see the full landscape of the Cloud within the Enterprise landscape.  When you have the scenarios at your fingertips, you can better evaluate business strategies or technical strategies, as well as create more effective business cases, because you understand the pains, needs, desired outcomes, as well as the benefits that go along with each scenario.


    Business and IT Scenarios for the Cloud


    Category Scenarios
    Business Scenarios

    Achieve cost-effective business continuity
    Create new revenue streams from existing capabilities
    Decrease power consumption
    Decrease the time to market for new capabilities
    Easily integrate new businesses into your organization
    Improve operational efficiency to enable more innovation
    Improve the connection with your customers
    Provide elastic capacity to meet business demand
    Provide Enterprise messaging from anywhere
    Reduce upfront investment in new initiatives

    IT Scenarios

    Business Intelligence
    Cloud Computing
    Consumerization of IT
    Corporate Environmental Sustainability
    Innovation for Growth
    Low-Cost Computing in the Enterprise

    For details on each of the scenarios, including a description and key benefits, see:


    Cloud User Stories for Business Leaders, IT Leaders, and Enterprise Architects

    Here is a robust collection of User Stories for Cloud Enterprise Strategy.

    To do a deep dive on the pains, needs, and desired outcomes from around the world, I created a round up of user stories for the Cloud, from the perspective of business leaders, IT leaders, and Enterprise Architects.  I included many CIOs from several large companies in different industries to get a broad perspective.    I ended up with more than 50 user stories of the pains, needs, and desired outcomes for the Cloud in the Enterprise.  Note that while the list is a bit dated, many of the core user stories are still highly relevant and actually evergreen.

    With a prioritized list of the user stories for the Cloud, I then grouped them into a simple set of categories:

    • Awareness / Education
    • Architecture
    • Availability
    • Competition
    • Cost
    • Governance and Regulation
    • Industry
    • Integration
    • Operations
    • People
    • Performance
    • Planning
    • Risk
    • Security
    • Service Levels / Quality of Service
    • Solutions
    • Sourcing
    • Strategy
    • Support

    Cloud Scenarios Hub on TechNet (Public and Private Cloud Scenarios)

    If you haven’t seen it, TechNet has a Cloud Scenarios Hub.

    I like the focus on scenarios – it’s a great way to bring together a problem and a solution in context, while pulling together all the relevant guidance.  It’s a focusing anchor-point in action.

    I created a simple index to the Public and Private Cloud Scenarios.

    Key Links

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  • J.D. Meier's Blog

    Program Management Blog Posts at Your Fingertips


    “No one can whistle a symphony. It takes a whole orchestra.” — H.E. Luccock

    Welcome to my roundup of blog posts from across Microsoft on the art and science of Program Management.

    The Program Manager role is a very powerful one.  I think of it as a technical entrepreneur that blends customer focus, with technical skills, and business acumen.  It’s the blending of those three domains that makes it so powerful for bringing ideas to life.

    Great PMs make things happen by setting a vision, bringing a team together, creating an execution engine, and shipping ideas that change the world.

    What exactly is a Program Manager?  At Microsoft it’s a role that means many things to many people.  In general though, when you meet a PM at Microsoft, you expect somebody who has vision, can drive a project to completion, can manage scope and resources, coordinate work across a team, bridge the customer, the business, and the technology, act as a customer champ, and influence without authority.  From a metaphor standpoint, they are often the hub to the spokes, they drive ideas to done, they take the ball and run with it, or find out who should run with the ball.  Some PMs are better at thought leadership, some are better at people leadership, and the best are great at both.

    One of my favorite quotes that helps distinguish program management vs. project management is by G. Reiss:

    “Project management is like juggling three balls – time, cost and quality. Program management is like a troupe of circus performers standing in a circle, each juggling-three balls and swapping balls from time to time.”


    Start Here

    What is a PM

    Getting Started



    Tips for Program Managers

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  • J.D. Meier's Blog

    NLP Patterns and Practices for High-Performance Teams and Achievers


    “The winners in life think constantly in terms of I can, I will, and I am. Losers, on the other hand, concentrate their waking thoughts on what they should have or would have done, or what they can’t do.” – Dennis Waitley

    One of the ways I set better goals and achieve them at Microsoft is by using well-defined outcomes.   It’s a way to begin with the end in mind.  An outcome is simply something that follows as a result or consequence.

    Maybe the best way to think of an outcome is that it answers the question: “What do you want?”

    (If you want to just jump to the recipe and full expanded explanation of how to set better goals, go here: How To Set Better Goals with Well-Defined Outcomes)

    Outcomes are the Key to High-Performance and Outstanding Results in  Work and Life

    NLP (Neuro-Linguistic Programming) has popularized the use of outcomes over the years to help people achieve better results.   You can think of NLP as a way to model excellence and replicate it from one person to another.  It’s a way to program your mind, body, and emotions using advanced skills for high-performance.   (Tip – if you don’t’ program yourself, somebody else will.)

    Imagine if you could model what the most successful people think, feel, and do, and get that on your side.

    If you like languages or the idea of language to share and express concepts, you’ll especially appreciate the power of NLP.  NLP helps you create a lot of precision in how you see things, how you articulate things, how you filter information, and how you distill feedback into actionable insights.

    NLP is for Continuous Learning, Agile Personal Development, and Business Results

    NLP is like Agile Personal Development where continuous learning is fundamental to its core.

    NLP is probably the most powerful set of techniques I’ve ever come across for personal development, personal effectiveness, leadership, and high-performance.   The techniques effectively help you find better, faster, easier ways to accomplish outstanding results, while helping you bring out your best.   Tony Robbins popularized NLP back in the 80’s, but it’s more mainstream today.

    In fact, I know a lot of executives and highly effective Softies that use NLP to get the edge in work and life.   I also know a lot of developers that have NLP under their belt and it helps them clarify what they want, set better goals, take more effective action, and communicate more effectively to themselves and others.  In fact, some say that NLP is simply a set of advanced communication techniques.

    Developers Love NLP When They Stumble Upon It

    Developers often find a special place in their hearts for NLP because of its precision and how it helps to “codify” behaviors.   Specialists often use NLP to model high-performance behaviors and break them down into a recipe.   These recipes for results help guide your thoughts, feelings, and actions in a more powerful way.

    Anyway, what makes NLP powerful when you are setting goals is that it helps you really identify the end in mind.  It brings your full senses to bear, so instead of imagining a fuzzy scene of what success looks like with loosey-goosey language, it forces you to get specific and use precision, and to really get clarity on what you actually want to achieve. 

    After all, it’s a lot easier to get to where you are going, if you know what you really want to accomplish.

    In addition to helping you create compelling scenes of success, or mental movies of your future victories, NLP also helps you break your goal down into actionable chunks.  It also sets you up for success by teaching you to focus on feedback as a way to improve, not a sign of failure.  In this way, you keep refining your actions and your outcome until you achieve your goal.

    Patterns and Practices for High-Performance and Personal Development

    What most people don’t know about NLP is that it’s been an effective tool for years for building a great big body of knowledge around high-performance patterns for individuals, teams, and leaders.  The NLP framework provides a way to capture and share very detailed patterns of behavior that help people improve their performance.  Whether you want to improve your leadership skills, or your relationship skills, or whatever, there is a bountiful catalog of very specific patterns that help you do that. 

    And, the beauty of patterns in NLP is that they tend to be very prescriptive, very specific, and easy to follow and try out.  This makes it easy to test and adapt until you find what works for you.  (I’m a fan of don’t take things at face value – test them for yourself and judge from results.  I’m also a fan of Bruce Lee’s timeless wisdom: “Absorb what is useful, Discard what is not, Add what is uniquely your own.")

    One of the best books I’ve found is the book, The Big Book of NLP Techniques, by Shlomo Vakni.   Surprisingly, it actually delivers what it says on the cover.  There’s more than 350 patterns at your fingertips.   I wrote about one of the patterns, Well-Defined Outcomes, in my post on How To Set Better Goals with Well-Defined Outcomes.   You need to see it to believe it.  It really is detailed, so if you’ve ever struggled with setting goals, this might be your big breakthrough.

    The Big Breakthrough in Goal Setting

    Here’s the real breakthrough though in goal setting.  Aside from making sure you have goals that inspire you, and that they are aligned with what you really want, the power of the goal is ultimately in moving you in the right direction.   It’s not a perfect or precise path where you can simply do A and get B.   In fact, the irony is, that if you really want B, your best strategy is to first act as if you already have B.   This will help you think, feel, and act from a more effective perspective so that your actions come from the right place, and help you produce more effective results (or at least guide you in the right direction).

    That’s why you often here people say that you have to BE-DO-HAVE, not HAVE-DO-BE.   With HAVE-DO-BE, the idea is when you get what you want, then you’ll start doing the things that go with it, and finally you’ll act the part.   This is like saying that you won’t show up like a leader or act like a leader until somebody appoints you in a leadership role.   This creates a negative loop, since why should anybody put you in a role that you don’t act the part.

    The right thought pattern is BE-DO-HAVE because then your thoughts, feelings, and actions support your end results.

    Are you acting like what you want? 

    If you’re not getting what you want, what does your feedback tell you to change?

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  • J.D. Meier's Blog

    7 Metaphors for Leadership Transformation


    “Anyone can hold the helm when the sea is calm.” — Publilius Syrus

    Change is tough.  Especially leading it.

    Whether you are leading yourself, others, or organizations through a change, it helps to have tools on your side.

    Recently, I read Leadership Transformed, by Dr. Peter Fuda. 

    It uses 7 metaphors to guide you through leadership transformation:

    1. FIRE
    4. COACH
    5. MASK
    6. MOVIE

    It might seem simple, but that's the point.   Metaphors are easy to remember and easy to use. 

    For example, you can use the Movie metaphor to increase your self-awareness and reflection that allow you to first "edit" your performance, and then direct a "movie" that exemplifies your leadership vision.

    The other benefit of simple metaphors is they allow both for creative interpretation and creative expression.

    I appreciated the book the further I went along.  In fact, what really clicked for me was the fact that I could easily remember the different metaphors and the big idea behind them.   It was a nice brain-break from memorizing and internalizing a bunch of leadership frameworks, principles, and patterns. 

    Instead, it’s just a simple set of metaphors that remind us how to bring out our best during our leadership transformations.

    The metaphors are actually well-chosen, and they really are helpful when you find yourself in scenarios where a different perspective or approach may help.

    Even better, the author grounds his results in some very interesting data, and aligns it to proven practices for effective leadership.

    Here is my book review:  Book Review: Leadership Transformed: How Ordinary Managers Become Extraordinary Leaders

    I included several highlights and “scenes” from the book, so you can get a good taste of the book, movie trailer style.

    If you end up reading the book, I encourage you to really dive into the background and the anatomy of the Leadership Impact tool that Dr. Fuda refers to.  It’s incredibly insightful in terms of leadership principles, patterns, and practices that are fairly universal and broadly applicable.


  • J.D. Meier's Blog

    Asian Efficiency on 6 Ways Agile Results is Better than GTD


    “If you love life, don’t waste time, for time is what life is made up of.” – Bruce Lee

    Aaron Lynn and Thanh Pham of Asian Efficiency wrote a thoughtful and interesting post about why they like Agile Results over GTD:

    6 Ways Agile Results is Better than GTD

    Here's the opening blurb:

    “Here’s a short, fun article about why I prefer JD Meier’s Agile Results as a foundational productivity system more than Getting Things Done (GTD).   Not that GTD isn’t awesome, it just misses a lot of things given the complexity of our lives nowadays. If you’ve been on the edge about switching to Agile Results, here are 6 great reasons why.”

    What I like is that they are fans of GTD and are familiar with both systems.

    I used to get asked how Agile Results related to GTD.   My most common response was … “better together” and “to each his own” or “absorb what is useful”.   Of course, Bruce Lee was an early influence on me:  “Absorb what is useful, Discard what is not, Add what is uniquely your own.”

    That said, I never had a snappy unique selling proposition, other than Agile Results is a personal results system for work and life.   For many folks, they liked when I said that it’s a “simple system for meaningful results.”   For other folks, they said the big deal is “outcomes not activities.”

    I actually think that’s the key:  meaningful results.

    A lot of Agile Results was born out of a desire to achieve 3 key things for as many people as I could:

    1. Help people make the most of what they’ve got (operate at a higher level, unleash their potential, and hit their high notes)
    2. Help people master time management, productivity, and work-life balance, and enjoy the journey.  Sometimes the journey is all we’ve got.   Let’s look back and say it was worth it.
    3. Help people get back up, when they get knocked down.   I wanted to help people keep bouncing back, keep moving forward.


    On #3, I always think of the line from Rocky 6:

    “Nobody is gonna hit as hard as life, but it ain’t how hard you can hit. It’s how hard you can get hit and keep moving forward. It’s how much you can take, and keep moving forward. That’s how winning’s done.” – Rock Balboa (Sylvester Stallone)

    I also think about my last visit to one of the Block Busters that was closing.   The lady there had spent the last several years of her life.   For her, Block Buster was her life.   With Block Buster closing, she didn’t know what was next.  She was scared.  She was feeling the struggle of each day, and wondering how to keep going.

    I confidently gave her a copy of my book, Getting Results the Agile Way.   I was confident that it would help her figure out how to write her story forward.   I was confident that she could use it to help her find her strength each day.  I was confident that she could use it to help her figure out what’s important in her life and spend more time on that. 

    In that instance, the last thing I wanted to do was to show her how she could use Agile Results to get more things done.   Instead, I wanted Agile Results to help her get back on her feet again and bring out her best, and to help her write her story forward.

    I wanted help her to hit her high notes.

    And, I wanted her to have better endings, brighter beginnings, and better adventures along the way.

    Ultimately, I wanted Dr. Seuss's timeless wisdom to ring true for her on multiple levels:

    “Don’t cry because it’s over, smile because it happened.”

    I hope with Agile Results, I help people smile more.

  • J.D. Meier's Blog

    The Gift of Adversity


    “If the road is easy, you're likely going the wrong way.” ― Terry Goodkind

    If you know struggle, you know adversity.  If you know loss, you know adversity.  If you know setbacks, you know adversity.  If terrible things have happened to you, you know adversity.

    But do you know what to do with adversity?

    You can turn adversity into a gift.  It's not easy though.  In fact, if it was easy, it probably wouldn't be called adversity.

    I wrote a book review on The Gift of Adversity: The Unexpected Benefits of Life’s Difficulties, Setbacks, and Imperfections, by Norman E. Rosenthal, M.D.  Dr. Rosenthal is the same guy who first described winter depression or seasonal affective disorder (SAD), and he pioneered the use of light therapy for its treatment.

    It's a hard-core book with some grim stories, and some lighter tales, all about dealing with adversity.  Dr. Rosenthal is a powerful storyteller and he does a great job of sharing his insights and actionable things you can do to embrace adversity. 

    In fact, according to Dr. Rosenthal, embracing adversity is how we can live more authentic and meaningful lives.

    Dr. Rosenthal divides adversity into 3 flavors:  

    1. The bad things that happen to us
    2. The adversity we bring about ourselves
    3. The adversity that we seek out

    This works well because the book is written memoire style and Dr. Rosenthal draws from family, friends, and colleagues, as well as his own experiences, to share memories, personal anecdotes, and vignettes about the multiple categories of adversity.

    Be the Architect of Your Own Destiny

    Here is one of my favorite nuggets from the book ...

    “Many people enter psychotherapy for problems they see as the result of repeated bad luck or the misbehavior of others.  Such chronic failure to take responsibility leaves people like victims of fate rather than architects of their own destiny, which is not an empowering state of mind.  Why do they think this way?  Because it is painful to admit errors and shortcomings.    It is generally far more painful, however, to suffer the consequences as they play out over time.  That’s what happens to people who habitually fail to take responsibility for their actions.”

    The key take away is -- don’t be a victim and don’t play the blame game.  Rise above your circumstances and design a new story forward.

    I share several more nuggets in my book review.

    If you want to turn adversity into an advantage in work and life, check it out.

  • J.D. Meier's Blog

    7 Habits of Highly Effective People at a Glance


    Stephen Covey’s book, The 7 Habits of Highly Effective People, is one of the greatest books on personal development.  Why? Because it provides a firm foundation for personal effectiveness.   Even better, it provides habits and skills you can build to realize your full potential.

    Here are the 7 habits of highly effective people, according to Stephen Covey:

    1. Be proactive
    2. Begin with the end in mind
    3. Put first things first
    4. Think win/win
    5. Seek to Understand, Then to be Understood
    6. Synergize
    7. Sharpen the saw

    I’ve provided a summary of each of the habits in my post, Adopt the 7 Habits of Highly Effective People.  Here, I simply wanted to provide the habits at glance, as a reminder of some of the most useful habits that can help you throughout life.

    Interestingly, the habits serve me well at Microsoft.  I’ve always been a self-starter, which is critical for the Program Manager role.  Similarly, whenever I set out to do significant work or put any time into significant things, I begin with the end in mind.  A big part of project success, product success, or personal success comes down to putting first things first.  I very naturally go for the win/win because it’s the key to influence without authority.  I learned long ago that you have to first seek to understand, then to be understood, or you’re just fighting for air time, and without rapport, there is no influence.  Synergize also comes naturally to me because I want more from the whole than the parts, and I want more out of the time I and energy I invest.   As a life-long learner, sharpening the saw is how I continuously re-invent myself and stay relevant as the game changes under my feet.

    Of course, it’s one thing to “know” the habits, it’s another thing to do habits.   Here are some tips on how to change habits and making them stick.  If you want to get hard-core about habit change, here’s how to use Agile Results to change a habit.

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