Misapplying Psychological Solutions to Practical Problems

Employee Productivity – Are you searching for psychological solutions to practical problems?

As an executive, have you fallen into the trap of looking for psycho-emotional solutions to issues of employee productivity? If so, you may need a fresh lens.

“I just don’t understand these people!”

While this is a common complaint in management ranks, it’s a bit of a racket. The complainer is going down a dead-end…a little like blaming one’s extra pounds on the abundant choices in the supermarket or juicy mangoes on the trees.

To wit, if you were to become magically capable of understanding your employees’ psychological drivers would you be able to motivate or better lead them? The answer might still be no, if the findings of reports such as Why Workers Won’t Work: A Case Study of Jamaica by Kenneth Carter are to be believed. Their performance has much to do with your actions, not their psychological state. Furthermore, due to COVID, we know that staff emotions are a roller-coaster.

Instead, try this: look for practical structures you are failing to craft. What are some actionable steps you should attempt? Here are 3 suggestions.

1 Construct Games at Scale

Many executives mistakenly believe that their employees won’t give discretionary effort. For them, the only thing that wakes them up is more money. Here’s a different twist: top leaders ruin engagement by diminishing gamified structures.

For example, on her way to the MD position, Rose had a mentor who helped her set one goal after another. Their regular meetings kept her on track, especially when she didn’t feel like giving an extra effort.

While it’s impossible to assign everyone a mentor, that’s not the point. The gamified approach to working unknowingly provided that added push Rose needed to stand out from her peers. In retrospect, she finds this hard to see, until she becomes a student of gamification.

Now, the game mechanics which she was lucky to benefit from are easier to appreciate: the measurable goals, the useful, timely feedback, the repeated challenges to hit the mark. And it’s not hard to notice where they are missing for employees, and where opportunities exist to insert them at will. In this context, luck plays a smaller role; intentional design becomes a tool.

Fortunately, in 2021 employees love gamified structure. When surveyed, they might not report this fact. But the most interesting parts of their lives are filled with the mechanics of good games: whether via sports, Instagram, or the church they attend. As such, they are living increasingly gamified lives, except for one place: their jobs. In MBA programmes, managers aren’t taught to manage a workforce of gamified employees.

As the CEO, teach your leaders how to set up games without using psychological language. With some creativity and commitment, they could become just as “sticky” as gambling addictions and video games.

2 Test Games

Managers who try gamification for the first time often adopt examples found in other environments. Unfortunately, it’s hard to find initial success being a copycat. Each corporate culture has its own dynamics which you must respect. But that’s no reason to surrender: instead, gamify your own gamification.

In other words, treat your effort to engage staff as a game for managers to play at the individual and collective levels. For example, within a particular department, encourage employee engagement experiments by supervisors. Reward the one who makes the most attempts, and the ones who succeed.

At the corporate level, promote games between departments to engage employees. But the intent here is not to crown a winner, but to determine which techniques work best. The fact is, the way to discover the handful of successful approaches is to learn from lots of failed experiments.

At a loss for what to gamify? Look for aspects of your work such as meetings and email that are hated across the board. When you construct your games around such public defects which affect everyone, you’ll be starting with areas of high commitment. They should sell themselves and have an impact because they are actually well-disguised improvement programmes. (Definitely don’t focus on pastimes or distractions such as dominoes, which are not included in business processes.)

If this all sounds like it’s easy, I assure you that this is not the case. In Caribbean companies, the challenges around engagement are deeply embedded in our region’s history and culture. However, the solutions do not require additional psychological insight, just strong doses of courage and creativity.

Why? In this case, the pathway to discovering what works runs through a thicket of things that don’t. You must be brave to deal with lots of failure in this area on your way to success. The good news is that if you endure, you’ll be creating practical solutions.

Productivity Potpourri, Numero Dos

Today, we take four questions that each of the ProductivityCast team has brought to the show and then we answer and discuss our perspectives. (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/113 for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | Productivity Potpourri, Numero Dos Ray Sidney-Smith Augusto Pinaud Art Gelwicks Francis Wade Show Notes | Productivity Potpourri, Numero Dos Resources we mention, including links to them, will be provided here. Please listen to the episode for context. Hey Via Negativa Unroll.me Raw Text Transcript | Productivity Potpourri, Numero Dos Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00 Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place productivity cast, the weekly show about all things productivity. Here, your host Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Raymond Sidney-Smith 0:17 And Welcome back, everybody to productivity cast, the weekly show about all things personal productivity, I'm Ray Sidney Smith. Augusto Pinaud 0:24 I am Augusto Pinaud. Francis Wade 0:26I'm Francis Wade. Art Gelwicks 0:27 And I'm Art Gelwicks. COMING SOON! Voiceover Artist And that's it for this ProductivityCast, the weekly show about all things productivity, with your hosts, Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Download a PDF of raw, text transcript of the interview here. - COMING SOON

Making Time to Focus With KosmoTime CEO Nicolas Vandenberghe

We had the pleasure of interviewing on the show, Nicolas Vandenberghe, CEO of KosmoTime. Nicolas Vandenberghe started selling newspapers in the streets of Paris in high school, studied Maths at Ecole Polytechnique then Business at Stanford GSB, started and sold 3 tech companies with up to 65 employees and $11M in revenues, ran Sales for a $2Bn telecom company negotiating billion dollar deals with companies like Google, now co-founder of Chili Piper - the System of Action for revenue teams - and of KosmoTime - the first Focused Productivity Assistant. (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/112 for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing Making Time to Focus With KosmoTime from this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | Making Time to Focus With KosmoTime Ray Sidney-Smith Augusto Pinaud Nicolas Vandenberghe (LinkedIn) Show Notes | Making Time to Focus With KosmoTime Resources we mention, including links to them, will be provided here. Please listen to the episode for context. KosmoTime Structured Procrastination Raw Text Transcript | Making Time to Focus With KosmoTime Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00 Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place productivity cast, the weekly show about all things productivity. Here, your host Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Unknown Speaker 0:00Welcome back, everybody to ProductivityCast the weekly show about all things personal productivity, I'm Ray Sidney-Smith. And I'm Augusto Pinaud. And we're your hosts for productivity cast and a few times a year we like to bring a productivity expert onto the show and talk about their application or the work that they do. And today we have the pleasure of having Nicholas Vandenberg. Nicholas started selling newspapers in the streets of Paris in high school studied maths at the Ecole Polytechnique, then business at Stanford GSB. He started and sold three technology companies with up to 65 employees and $11 million in revenues. He ran sales for $2 billion Telecom. And then he negotiated billion dollar deals with the companies of the sort of like Google, and now he's co founded a company called chili Piper. It's the system of action for revenue teams. We'll get into that. And what we're going to be talking about today, which is Cosmo time, the first focused productivity assistant, welcome to ProductivityCast. Nichols. Thank you. Thanks for having me. Yeah. So what Didn't we say that you did that you wanted everybody to know what what what's, what's the essence of Nicholas Vandenberg? No, no, that's about right. Unknown Speaker 1:27I grew up in France. Unknown Speaker 1:31good at sales. So always that's why I started selling newspapers that there was a way to pay for my studies in a very fun way. And then I came to Stanford. And when I arrived on campus, my plan was to travel around the world and go to Asia. And in the first weeks at the Stanford Business School, a classmate of mine invited Steve Jobs. And Steve Jobs told us what he was up to, at the time, not much actually had been fired from Apple, and he was working on this company called next. But yet it was so inspiring. I thought, This is what I want to do. When I grow up. I went to be an entrepreneur, I want to create software and try to impact the life of people.

Scheduling an Ordinary Strategic Planning Retreat? Cancel It.

Is your company preparing to conduct it’s customary annual retreat? You may want to scrap it and instead create a breakthrough event.

In the best of times, companies fall into a strategic planning rut. They follow the same routine each year, lulled into complacency by their accomplishments. The company’s leaders go through the motions, staying well within their comfort zones. Maybe this approach has worked for your company until now.

Consider the following: what if your pre-pandemic success occurred despite your lack of strategic planning? In other words, there could be other reasons your organization was successful. Perhaps the founders made smart choices, you exist as a monopoly or your competition is incompetent.

If you are “winning” over your competitors, there could still be a problem. Your entire industry might have lost its way and be under an invisible threat. Therefore, you could be renting video-tapes or making buggy-whips when the world is about to turn away from your offerings.

A very different approach to your strategic planning would be to start with the disruptions that COVID-19 has wrought. While it’s easy to fixate on the enormous obstacles on the road back to business as usual, here’s a thought experiment.

What if the pandemic were a room you have always lived in, with several doors? Suddenly, a number of them have opened while others have slammed shut. A few have remained the same.

Most companies are likely to treat this once-in-a-lifetime disruption as an obstacle to overcome. But what if you were to see it as a collection of doors: opportunities and dead-ends? If you were to do so, you may seize to chance to plan a new strategy in the following two ways.

1. A breakthrough event

Companies whose leaders long for a return to the “good old days” are the least likely to get themselves out of a strategic planning rut. They are probably accustomed to treating the activity as an everyday, low-stakes ritual. If this strikes a chord, use the opportunity to declare your next retreat, the one that creates proactive, game-changing plans.

While this may not be possible to achieve every year, there should be a clear distinction between major and minor opportunities. When there’s a big disruption, as there is now, go for a breakthrough retreat. If nothing much has changed, cancel the event. Pull out last year’s plan and perform some minor adjustments, showing your executives that there is a difference. But above all, make the decision early.

In the case of this particular pandemic, you probably may not have a choice. When multiple disruptions (e.g. health and economic) coincide, you must act differently. By design, move your leaders into a fresh zone of discomfort by putting them together in breakthrough planning sessions. Carefully arrange the activity so that a business-as-usual strategy becomes the most unlikely result.

This teaches your executives that all plans are not equal, and there are moments when a fresh initiative must be launched.

2. A technology refresh

Many executives prefer to have cozy, collegial retreats on the North Coast that resemble mini-vacations. However, important planning involves a series of difficult, high-stake conversations. They can be stressful, purposely throwing a spotlight on simmering disagreements.

When companies give in to the temptation to keep the peace, important decisions are just not made.

For example, many local firms still need to be convinced that the IT department should play a vital role in strategic planning. But this is understandable. Their ordinary IT employees may be preoccupied with issues such as laptop security. Big challenges like digital transformation remain out of reach. Consequently, it’s often difficult to incorporate IT, and doing so makes leaders uncomfortable.

However, today most agree that breakthrough strategic planning must include a view of technology. Unfortunately, it’s awkward to have digital transformation discussions at this level. Board and executive members are usually uninformed. But these vital discussions cannot be avoided.

In fact, the future will include more explorations of hard-to-understand technologies. Not less. And designing retreats to emphasize this reality has become mandatory. As such, your company must use long-term horizons of 10-30 years to take into account the full effect of new innovations.

This requirement frustrates many executives who find it painful to think in such terms. But planning for the distant future is essential in smashing the status quo with immediate actions.

If your organization doesn’t intend to produce a breakthrough plan at its next retreat, cancel it and modify your old one. Save your energy for when it’s really needed: a game-changing meeting of the minds that rethinks your company and industry. This activity could be the one that takes you into a new, unprecedented future.

Productivity Software Stewardship for the World

We are going to be talking about software stewardship. And really what that means for the world of productivity, culture and society is remarkably impacted by how software today is developed, there isn't anything that isn't really run by technology, from your water plants, you know, the the treatment plants that are running water and sewage, to your cell phone. And on smartphones in your pocket. Everybody is connected to software in some way, shape, or form, even if we're not using that software directly. (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/111for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing Productivity Software Stewardship for the World from this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | Productivity Software Stewardship for the World Ray Sidney-Smith Augusto Pinaud Art Gelwicks Francis Wade Show Notes | Productivity Software Stewardship for the World Resources we mention, including links to them, will be provided here. Please listen to the episode for context. Google Calendar LinkedIn Learning - Programming Foundations Raw Text Transcript | Productivity Software Stewardship for the World Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00 Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place productivity cast, the weekly show about all things productivity. Here, your host Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Raymond Sidney-Smith 0:17 And Welcome back, everybody to productivity cast, the weekly show about all things personal productivity, I'm Ray Sidney Smith. Augusto Pinaud 0:24 I am Augusto Pinaud. Francis Wade 0:26I'm Francis Wade. Art Gelwicks 0:27 And I'm Art Gelwicks. Raymond Sidney-Smith 0:25 Welcome, gentlemen, and welcome to our listeners to this episode of productivity cast. Today, we are going to be talking about software stewardship. And really what that means for the world of productivity, culture and society is remarkably impacted by how software today is developed, there isn't anything that isn't really run by technology, from your water plants, you know, the the treatment plants that are running water and sewage, to your cell phone. And on smartphones in your pocket. Everybody is connected to software in some way, shape, or form, even if we're not using that software directly. And we thought it would be really interesting to look at that through the lens of productivity. And Francis, you brought up this topic to the ProductivityCast. Team. So I wanted to have you kind of preamble us talk to us about what you were thinking as a related to this topic, and then we will get into our discussion. Francis Wade 1:24 But I was ranting, you know that many productivity folks do when they try to use a piece of software and realize that the developer, or whoever designed the software has totally missed the mark. And what's happened is that someone came up with a very bright idea. And the bright idea seems to be interesting and useful. We either use that using the software, or we try to use it. And we hit upon a block a block, or some kind of stop. And we realize from using the software that the developer had a half of an idea, or a poorly formulated idea before developing the software. And that's why the software doesn't work. So it doesn't fit our needs. It doesn't do what we want it to do,

The 4 Disciplines of Execution (BookCast)

We are starting a new ongoing series on ProductivityCast called BookCast. Each BookCast, we bring you a productivity book that we have read and discussed the merits and demerits. We each come at the material from different backgrounds and experiences, therefore, some of us will dislike and some of us will dislike the material, and that will make for an enlightening discussion for you. For our first BookCast, we bring you The 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney, Sean Covey and Jim Huling. I have been recommended this book so many times and so I wanted to bring this book to the ProductivityCast team to dive into its major tenets and discuss them. (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/110 for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing The 4 Disciplines of Execution (BookCast) from this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | The 4 Disciplines of Execution (BookCast) Ray Sidney-Smith Augusto Pinaud Art Gelwicks Francis Wade Show Notes | The 4 Disciplines of Execution (BookCast) Resources we mention, including links to them, will be provided here. Please listen to the episode for context. The 4 Disciplines of Execution: Achieving Your Wildly Important Goals by Chris McChesney, Sean Covey and Jim HulingTodoist Raw Text Transcript | The 4 Disciplines of Execution (BookCast) Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00 Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place productivity cast, the weekly show about all things productivity. Here, your host Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Raymond Sidney-Smith 0:17 And Welcome back, everybody to productivity cast, the weekly show about all things personal productivity, I'm Ray Sidney Smith. Augusto Pinaud 0:24 I am Augusto Pinaud. Francis Wade 0:26I'm Francis Wade. Art Gelwicks 0:27 And I'm Art Gelwicks. Raymond Sidney-Smith 0:17 Welcome back, everybody to ProductivityCast the weekly show about all things personal productivity. I'm Ray Sidney-Smith. Augusto Pinaud 0:23 And I'm Augusto Pinaud. Francis Wade 0:24 I'm Francis Wade. Art Gelwicks 0:25 And I'm Art Gelwicks. Raymond Sidney-Smith 0:26 Welcome, gentlemen. And welcome to our listeners. This week, we are starting a new ongoing series on ProductivityCast that we're calling book cast. And so book cast is where we're going to bring a new productivity book Well, a new to, hopefully you productivity book, but it could be an old book as well, that we're reading. And we want to discuss the merits and demerits of the material. I'm hoping that we each come at the material from different backgrounds and experiences, and therefore some of us will love and some of us will potentially not love the material, and that will make for an enlightening discussion for you. For our first book cast, we bring you the four Disciplines of Execution, achieving your wildly important goals by Chris McChesney, Sean Covey, and Jim healing. I have been recommended this book so many times. And so I wanted to bring this book to productivity cast to dive into the major tenants and discuss them. So a little bit about the book First, the book is described on Amazon and pulling this from the Amazon description page. It says,

A CEO’s dilemma: having a great idea for a new strategy

If you’re the leader of an organization, what should you do when you develop an exciting, fresh strategic direction for your company? Before you rush in, take caution – you could do more bad than good if you don’t proceed carefully.

Imagine yourself as a CEO or MD, just returning from a two-day conference in New York. As you sit in the departure lounge, you’re filled with nervous energy. Three big ideas triggered by your exposure churn in your mind: your organization needs them to secure its survival in these trying times.

However, you also heard from a consultant who cautioned against implementing any new idea from the top down. If the implementation is complex, it’s easy for you to chase up the hill, only to realize that your troops aren’t behind you. How can you ensure that your business transforms in order to survive, while engaging staff at all levels along the way?

Would a town hall announcement do the trick?

The answer is usually “No.” As the leader, you must account for several gaps inherent in your leadership that could doom your effort. These must be accounted for in the way you roll out your ideas to ensure implementation.

Gap #1 – Your strategic thinking, versus that of others

Most CEO’s forget that while they are focusing on the company’s strategy 90% of the time, their direct staff is far less concerned. In my experience, the average leader wants managers who are short-term result-producers. As such, each manager spends no more than 10% of their time thinking about long-term strategy, triggered only by the advent of the annual retreat.

Therefore, managers develop strategic skills slowly, if at all. Consequently, many who are promoted to top positions end up floundering as they simply are not used to the long-term thinking needed to guide the enterprise.

This means that your bright, strategic idea might not be readily understood by your colleagues. While you came to these “sudden” insights based on your foreign exposure, it might take them much longer to arrive at the same conclusion. Therefore, you need to give them time to come up to speed, just to appreciate the nuances of your proposal. Don’t be impatient.

Gap #2 – Your executive’s engagement

While your top executives are used to managing their departments for quick results, they are probably not used to putting the hours into projects that have a long-term payoff. This can doom your strategy.

Most important strategic initiatives impact several departments at once. Also, the people who must implement them are usually far away from the CEO’s office. Therefore, top managers must have more than an abstract understanding; they need to show an emotional connection with the new project. That’s the only way to inspire those who need to set aside old behaviours and implement new ones.

Such executive bonds aren’t crafted via a town-hall speech, or by sending out messages on the importance of creating shareholder value. Instead, you must hold a commitment event – an occasion specifically intended to bring your top managers together in a public show of solidarity.

This usually takes place in a strategic planning retreat. By the time it concludes, each attendee has been asked to craft and engage with the new strategic plan. But it’s not a majority vote in which the losers are forced to sign up to something they don’t believe in.

Instead, there needs to be a sense that your three big ideas are self-evident: conclusions that any team of smart people would arrive at. As this happens, as the CEO, you must release any authorship of the original insights and allow others to build their own commitment, in their own words, for their own reasons.

Gap #3 – Their visible support

But this can’t be window dressing. Having everyone nod together is a start – the rubber hits the road when the plans hit the lower tiers of the organization. Now, leaders must engage staff so that they develop their own commitments as well, which cannot happen in an ordinary meeting.

The point of taking this circuitous route rather than just “issuing a directive” is that complex changes need the buy-in of many people who often don’t work together. The energy required to bring them to a single vision is considerable and doesn’t happen in an instant.

Don’t be fooled by those who offer instant assent. Instead, realize that success occurs only when staff members are applying private, discretionary time and effort.

This approach may not do much for the ego-driven CEO who is a magnet for credit and attention, but it’s the right one for the organization. In the long term, the best way to implement a new idea is through others.

Francis Wade is the author of Perfect Time-Based Productivity, a keynote speaker and a management consultant. To search prior columns on productivity, strategy, engagement and business processes, send email to columns@fwconsulting.com

Making Templates in Your Productivity Software

Templates can be a clever time-saving tool in your productivity tool belt, if you know where they are in your productivity system, as well as create and use them wisely. Today, we’re discussing what a template is (or, rather, how you should use them to their best advantage), what types of templates we use in our own productivity system, and how to overcome some common obstacles in making templates in your productivity software work for you. (If you’re reading this in a podcast directory/app, please visit https://productivitycast.net/109 for clickable links and the full show notes and transcript of this cast.) Enjoy! Give us feedback! And, thanks for listening! If you'd like to continue discussing Making Templates in Your Productivity Software from this episode, please click here to leave a comment down below (this jumps you to the bottom of the post). In this Cast | Making Templates in Your Productivity Software Ray Sidney-Smith Augusto Pinaud Art Gelwicks Francis Wade Show Notes | Making Templates in Your Productivity Software Resources we mention, including links to them, will be provided here. Please listen to the episode for context. EvernoteTrelloAsanaRemember the MilkMicrosoft Word (Normal.dot, Normal.dotx; you can create your own DOTX file templates), Google Calendar (duplicate events)Android personal dictionaryTasker (Android)OneNoteNotionSharePointIFTTTZapierPower AutomateActiveWordsTextExpanderApple Text ReplacementsApple ShortcutsWhat Got You Here Won't Get You There: How Successful People Become Even More Successful by Marshall Goldsmith, PhDSkedPal Calendar Heat Map Raw Text Transcript | Making Templates in Your Productivity Software Raw, unedited and machine-produced text transcript so there may be substantial errors, but you can search for specific points in the episode to jump to, or to reference back to at a later date and time, by keywords or key phrases. The time coding is mm:ss (e.g., 0:04 starts at 4 seconds into the cast’s audio). Read More Voiceover Artist 0:00 Are you ready to manage your work and personal world better to live a fulfilling productive life, then you've come to the right place productivity cast, the weekly show about all things productivity. Here, your host Ray Sidney-Smith and Augusto Pinaud with Francis Wade and Art Gelwicks. Raymond Sidney-Smith 0:17 And Welcome back, everybody to productivity cast, the weekly show about all things personal productivity, I'm Ray Sidney Smith. Augusto Pinaud 0:24 I am Augusto Pinaud. Francis Wade 0:26I'm Francis Wade. Art Gelwicks 0:27 And I'm Art Gelwicks. Raymond Sidney-Smith 0:25 Welcome, gentlemen, and welcome to our listeners to this episode of ProductivityCast. templates can be a clever time saving tool in your productivity tool belt, if you know where they are in your productivity system, as well as how to create and use them wisely. Today, we're going to discuss what a template is, or rather how you should use them to their best advantage in your own world. We're going to talk about what types of templates we use in our own productivity systems, and how to overcome some of the obstacles and making templates in your productivity software work for you. And with that, let's start off with defining templates. What are templates in your world? How do you how do you define the template? And ultimately, how do they How does your definition of a template benefit you, in your own outputs, Augusto Pinaud 1:14 I use template for a couple of things and or more than a couple of things. So template for me is basically something that you write Finally, in the past, so you can use multiple times towards the future. So I use them in many applications, and for many purposes, you know, respond to emails and respond, things that can be really speed up and allow me instead of thinking, the response, or the same response every time allow me to look at the issue and work with the answ...

Why you need an after-McKinsey retreat

Prefer to listen to or view this article?

If your company is using an outside strategy consulting firm like McKinsey, what is the best step to take after they leave? If their expensive advice is so useful, why might you still require another planning meeting?

Many of the most successful companies around the world avail themselves of the research services provided by firms such as McKinsey & Co, Bain & Company and Boston Consulting Group (BCG). Their formula is often the same: a prospective client presents them with a difficult problem. To find solutions, they assemble a team of young, bright MBA’s who tackle the issue in an intense three to four-month sprint. Working long nights and weekends, they delve into their database of past projects and proprietary data, relying on the stellar advice of their global network of experts.

Compared to the internal resources of the typical client, they have an unmatched ability to bring a firehose of assistance to a threatening blaze.

However, don’t believe for a second that they are providing a complete solution to your troubles. Instead, their final presentation is actually just the start. Here’s why.

#1 – They Solve Narrow Problems

An outside expert isn’t geared to tackle a wide range of your company’s complex issues. They agree to focus on a sharp, well-defined scope: a tight problem definition that is clear to both sides. Given their brief tenure, they define problems that can actually be solved in a short timeframe.

Initially, it may seem strange to you, their client. The consultants appear to be trying to do less, actively resisting the temptation to do more. This sometimes lead to tensions. Some look at the huge price-tag (US$1-2 million) and believe that at that level, every issue should be resolved by their high-powered team.

But that’s not how it works, with good reason.

As expert problem-solvers, they operate a bit like surgeons. Within their narrow specialty, they are called into crisis situations to tackle your organization’s issues no-one else can. They represent an immediate investment of time and money to carry out a critical intervention. As such, it’s unprofitable and unwise for them to “boil the ocean”. Their value lies in their ability to go deep very quickly, not to understand a great deal of complexity.

That’s why, when their job is done, they need to walk away. They should never usurp the responsibility for the long-term health of the company. That should remain the primary job of you, the client. Likewise, the implementation of their recommendations should not be in their role.

#2 – Their Solutions Have an Expiry Date

An outside consultant’s advice might be the best possible answer to a given problem…right up until the date their intervention ends. After that, all bets are off.

Case in point: if COVID-19 has taught us anything, it’s the fact that dramatic disruptions do take place. Imagine if, after receiving a consultants’ report, a pandemic were to break out. The unfortunate timing could render the contents meaningless.

This is why it’s critical for clients to act on specific advice immediately, never allowing it to languish. Does this mean that they should rush to implement the suggestions without question?

#3 – Outside Experts Aren’t Your Company’s Primary Strategists

Ultimately, the fact is that consultants can’t understand the entirety of your business in just a few months. This means they shouldn’t become your organization’s chief strategists. That job remains in the executive team, led by the CEO.

Whether their recommendations confirm, deny or augment prior wisdom, your senior managers should consciously incorporate them into their thinking. But there’s a caveat. Not every recommendation they made is worth pursuing. Why? They simply cannot take into account all the factors necessary to lead your business into the future.

As such, the chances of their report being completely correct are low, especially in the areas in which they tend to be weak: cultural differences, human resources and change management. While their technical analysis might be on point, it won’t be perfect.

Turning their findings into something valuable requires some hard, additional work, regardless of the price-tag paid. Your team’s combined wisdom is needed to treat the expert advice as only a single input among many: an element of the organization’s strategic management, but never a replacement.

The final decisions remain in the hands of your executives. They must now plan a complete strategy, short and long term, that builds on the report. The first post-McKinsey meeting is therefore just the start of a new planning cycle, albeit one that has the advantage of some fresh insights.

This article was originally published in the Jamaica Gleaner.

Why you need an after-McKinsey retreat

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If your company is using an outside strategy consulting firm like McKinsey, what is the best step to take after they leave? If their expensive advice is so useful, why might you still require another planning meeting?

Many of the most successful companies around the world avail themselves of the research services provided by firms such as McKinsey & Co, Bain & Company and Boston Consulting Group (BCG). Their formula is often the same: a prospective client presents them with a difficult problem. To find solutions, they assemble a team of young, bright MBA’s who tackle the issue in an intense three to four-month sprint. Working long nights and weekends, they delve into their database of past projects and proprietary data, relying on the stellar advice of their global network of experts.

Compared to the internal resources of the typical client, they have an unmatched ability to bring a firehose of assistance to a threatening blaze.

However, don’t believe for a second that they are providing a complete solution to your troubles. Instead, their final presentation is actually just the start. Here’s why.

#1 – They Solve Narrow Problems

An outside expert isn’t geared to tackle a wide range of your company’s complex issues. They agree to focus on a sharp, well-defined scope: a tight problem definition that is clear to both sides. Given their brief tenure, they define problems that can actually be solved in a short timeframe.

Initially, it may seem strange to you, their client. The consultants appear to be trying to do less, actively resisting the temptation to do more. This sometimes lead to tensions. Some look at the huge price-tag (US$1-2 million) and believe that at that level, every issue should be resolved by their high-powered team.

But that’s not how it works, with good reason.

As expert problem-solvers, they operate a bit like surgeons. Within their narrow specialty, they are called into crisis situations to tackle your organization’s issues no-one else can. They represent an immediate investment of time and money to carry out a critical intervention. As such, it’s unprofitable and unwise for them to “boil the ocean”. Their value lies in their ability to go deep very quickly, not to understand a great deal of complexity.

That’s why, when their job is done, they need to walk away. They should never usurp the responsibility for the long-term health of the company. That should remain the primary job of you, the client. Likewise, the implementation of their recommendations should not be in their role.

#2 – Their Solutions Have an Expiry Date

An outside consultant’s advice might be the best possible answer to a given problem…right up until the date their intervention ends. After that, all bets are off.

Case in point: if COVID-19 has taught us anything, it’s the fact that dramatic disruptions do take place. Imagine if, after receiving a consultants’ report, a pandemic were to break out. The unfortunate timing could render the contents meaningless.

This is why it’s critical for clients to act on specific advice immediately, never allowing it to languish. Does this mean that they should rush to implement the suggestions without question?

#3 – Outside Experts Aren’t Your Company’s Primary Strategists

Ultimately, the fact is that consultants can’t understand the entirety of your business in just a few months. This means they shouldn’t become your organization’s chief strategists. That job remains in the executive team, led by the CEO.

Whether their recommendations confirm, deny or augment prior wisdom, your senior managers should consciously incorporate them into their thinking. But there’s a caveat. Not every recommendation they made is worth pursuing. Why? They simply cannot take into account all the factors necessary to lead your business into the future.

As such, the chances of their report being completely correct are low, especially in the areas in which they tend to be weak: cultural differences, human resources and change management. While their technical analysis might be on point, it won’t be perfect.

Turning their findings into something valuable requires some hard, additional work, regardless of the price-tag paid. Your team’s combined wisdom is needed to treat the expert advice as only a single input among many: an element of the organization’s strategic management, but never a replacement.

The final decisions remain in the hands of your executives. They must now plan a complete strategy, short and long term, that builds on the report. The first post-McKinsey meeting is therefore just the start of a new planning cycle, albeit one that has the advantage of some fresh insights.

This article was originally published in the Jamaica Gleaner.