Sunday, January 29, 2012

Got Collaboration?


Have you noticed that most leaders and workers consider themselves quite collaborative?  How about you?  Are you collaborative?  I used to think of myself in that way.  By that, I meant that I worked well with others.  Then I was introduced to the Collaborative Operating System™ (COS), and everything changed.  It occurred to me that I'd never asked the questions of my team:  What is collaboration?  What would it take for us to become more collaborative?  What undermines collaboration?  Even after being trained in the theory and practice of the COS, I realized that I had only just embarked upon a lifetime of learning.

For anyone who feels similarly compelled by these questions, I offer the following description.  If this blog post clarifies why I’m so excited about the COS, then as far as I’m concerned, my time and energy will have been well spent.  If it serves to inspire you to become involved, even better.

The Collaborative Operating System Described

The Collaborative Operating System (COS) is predicated upon a new paradigm in leadership.  I know the word "paradigm" is overused these days, so allow me to be more specific.  What I mean is that it’s nearly impossible to appreciate what the COS is from the perspective of the prevailing paradigm.  Paradigms are those beliefs that are so solidly entrenched in our way of thinking that we can’t, without great effort, imagine an alternative way of thinking or believing… and often, we get scared of even trying.  There’s too much at stake.

At the risk of over-simplifying what the COS offers, I’ll attempt here to “bottom line” what the COS espouses by contrasting the Current Paradigm with the COS Paradigm.  Then I’ll describe the tools that enable new COS practitioners to “install” the system into their organizations.

The “Current Paradigm”:
As a leader who operates by the “current paradigm”, I must provide a path forward to those who would follow me.  I must articulate that path clearly and with enough conviction to ensure that my followers do what is needed to move us forward… because I cannot do it all myself.  Time is often my enemy.  I must cut through resistance quickly and often forcefully.  I begin by offering my “rationale” for the necessity of what I’m advocating for.  When people are sufficiently resistant, however, I must use my power and authority to ensure that my followers comply.  As I go about leading in this way, my unconscious tendency is to treat those who resist me as poorly behaved children.  Whenever those unconscious tendencies assert themselves in my observable behaviors (language, tone, actions, etc.), I reinforce the parent/child dynamic.  My followers begin either to lose faith in themselves (their training, experience and wisdom), or they find my leadership objectionable, even intolerable.  The former leads to compliance or “groupthink,” and reinforces the leader’s perspective that his or her strong “leadership” is required; the latter leads to further and often undisclosed resistance, sabotage and disengagement.  Either way, the group’s collective intelligence remains under-utilized.  We all learned this “current paradigm” while growing up in hierarchical families and educational institutions, and it’s self-reinforcing in the way that most paradigms are.

The current paradigm is attractive because it puts the emphasis on the speed of decision-making.  The cost is that relatively quick decisions too often give way to poor execution and compliance.

The “COS Paradigm”:
As a leader who operates by the “COS paradigm”, I must ensure that all the stakeholders (myself included) are fully engaged in our collective work.  I have no inherent power over anyone, nor does anyone have power over me.  I also have no less power than any member of the collective.  My full engagement will inspire others, and their full engagement will inspire me.  Full engagement requires that I take responsibility for ensuring that I’m “sufficiently aligned” with others around the work that we’re doing.  In other words, that we see and understand our work in the same way, at least to the extent necessary for us to engage without resistance. 
  • Definition of Alignment: The extent to which we see and understand something (e.g., a problem, decision, or outcome) in the same way.

Full engagement also requires that everyone feels a “sufficient level of ownership” in the work that we’re doing.  In other words, when the work is complete, each contributor sees the results (good, bad or otherwise) as a reflection of his or her own efforts and his or her own level of engagement.  The opposite of taking ownership is that of being a victim and blaming others for less than optimal results.
  • Definition of Ownership: The extent to which we feel or believe that something (e.g., a problem, decision, or outcome) is ours.

Ownership and Alignment (O&A) are the two principles that underlie everything that we do in the COS.  Every tool that we use is designed to increase the level of ownership and alignment that is shared among the stakeholders involved in our work.  For this reason, the COS is often described as a “go-slow-to-go-fast” system.  Planning and decision-making are typically slower, but engagement is higher and execution speed is much, much faster.  And with practice, collaborative teams become more trusting, which speeds up even the planning and decision-making processes.

The COS Toolkit:

1)     The Problem-Solving Template:  This basic tool, when used in conjunction with an awareness of what builds O&A, helps the stakeholders become clear about and fully engaged in their work.
2)     Stakeholder Types/Rings of Involvement:  These tools help to identify different categories of stakeholders and how to involve them in a way that creates sufficient levels of O&A among everyone affected by the work.
3)     Meeting Design Template: This tool helps to structure meetings such that participants feel a sufficient level of O&A around both the content of the meeting (what will be addressed) and the processes that will be employed (how the group will address each content item.)
4)     Collaborative Facilitation Technique:  This module addresses the techniques that help meeting facilitators build O&A before, during and after group meetings, and highlights “traps” that facilitators often fall into that serve to undermine O&A among the group.
5)     Team Charter:  This tool helps a collaborative group become clear about the overall purpose of their work, and to specify individual roles and boundary conditions around the work the team is to perform.
6)     Team Governance/Agreements:  These tools help a collaborative team make explicit how the group will function so that no single member of the group is needed to step in as a traditional (authoritative) leader.  (For example, when conflict arises, the group has sufficiently robust agreements to resolve the conflict without any intervention by a powerful and authoritative leader.)
7)     The Collaborative Plan:  This tool helps groups see their work from the meta level… and helps guide their planning process in a clear and structured manner that leads to a high level of O&A among all the stakeholders.

What if all people everywhere were guided by the principles of ownership and alignment?  I wonder.  If this brief description of the COS has served to pique your curiosity, you can find out more about it here.  Or write a comment below.  Either way, I look forward to exploring with you.

4 comments:

  1. This is such a great primer for COS - I posted it on Facebook for my friends to follow the link and read it for themselves. Well done!

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  2. Hi Mark,

    I liked your blogpost. The idea is really good and aspirational.

    I guess the question I would ask is: is it always so black & white? Or do many leaders often vacillate between the two, depending on the importance of the decision to be made, their mood that day, their own experience on the way up the ladder, etc?

    If it is a question of grey areas, how does your system address that?

    All the best,
    Jasmine (from LinkedIn)

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    Replies
    1. Thanks for your question, Jasmine. It reflects a practical understanding of what goes on in organizations and in the minds of leaders in the “real world.” The short answer is, yes, leaders appear to vacillate between the two paradigms, tending to fall into the "old paradigm" when progress slows and time gets tight.

      It’s true, any system of merit must be able to address the “grey areas.” The challenge is to pinpoint “the area” in question, which can be tricky.

      Any leader who elects to wield power and authority in the decision-making process simply on the basis of his or her mood is likely to be seen as capricious and, ultimately, not trustworthy. To the extent that that happens in the “real world” is a shame. Such leaders are unwittingly giving up what we could call their “leadership capital” – that level of trust that people would otherwise feel if the process were not left implicit and, well, capricious.

      By the way, it’s worth contrasting decisions based upon mood and decisions based upon intuition. The former can be damaging because there’s no objective way to validate such decisions. On the other hand, decisions made on the basis of intuition can be very powerful, although still sometimes quite difficult to validate in the eyes of others.

      The real and underlying problem in either case (and for many leaders) is that the decision-making process is left implicit. For example, a leader might say, “I’m going to leave this decision up to the group” only to cave in later when a decision is not forthcoming in what the leader implicitly considers an adequately short period of time. Using the COS terminology, the leader has failed, in such cases, to build sufficient ownership and alignment up front around the process by which decisions will be made.

      One common misconception about collaboration is that all decisions must be made on the basis of consensus or unanimity. Using COS, that’s not the case. What’s critical is only that all the stakeholders (those affected by the decision) are sufficiently aligned around the specific decision-making process that will be used. For example, a group could agree that process will go as follows:

      1) The group will strive to reach consensus* using dialogue and, at various points along the way, polling the group for our level of alignment using the gradient of alignment**.

      * Of course, there are many different forms/definitions of consensus... the specific definition of consensus under these circumstance would have to be made explicit in order to make the overall decision-making process sufficiently explicit.

      ** There are many gradient scales: 3 point, 5 point, 9 point, etc. Google “Gradients of Agreement” for more.

      2) If, after 1 hour (1 day, 1 week, etc.), the group is unable to reach consensus, we will ask group member X to decide on behalf the group. The reason we are asking member X to decide under these circumstances is that we must have a decision no later than, DATE/TIME, and because member X has the following characteristics. (E.g., this person is the hierarchical leader - or - this person has the greatest personal stake in the outcome - or - this person best represents all the stakeholders involved - or - this person has the greatest subject matter expertise - or - this person has the best “intuition” with respect to this particular decision.)

      By the way, I'm not necessarily advocating for the decision-making process that I've outlined above. Just offering it as an example of what it might look like to make the process explicit. The trick, of course, is to make whatever process the leader could support explicit so that s/he can then seek to build ownership and alignment among the stakeholders before engaging in the process.

      I hope that helps describe, at least in small measure, how the COS handles the “grey areas.” Again, thanks for the great question!

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