S2 E101 — The Story of Strange Bedfellows Saving the Day

If the slow moving, status quo loving cruise ship falls into desperate straits the captain needs new strategic steering and a new sense of urgency to keep from running aground. 

“5”  Steve Howey, 42: “Human perception (and indeed, survival) depends on filtering out more than what we let into our awareness. You may be noticing a lot more than the others. Try not to hold it against them.” Cancer

Hi and welcome to Saturday’s Episode 101 in Season 2 of  “My Pandemic Year Natural Experiment” on this 2nd day of August in the summer of 2020.  

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E100Live, Love, Work, Play, Invest and Leave a Legacy; S2 E99Why Pay Over $100,000 When You Don’t Have To? ; S2 E98 Why Your Company Simply Won’t Make It Out of Puberty

Related from Season One, the Normal Year

S1 E101From Saint to Soul Mate and Trusted Friend; S1 E100Running out of Determination and Grit by the 100th Day ; S1 E99What’s in a Name? Baby Boy Names?; S1 E98Why Can’t I Leave 26 Orphans for a Well Deserved Vacation?

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In previous episodes we described Start Up, Emerging Growth, Rapid Growth, Sustained Growth and Maturity stages.  But, each with the emphasis on how a specific stage provides another better fit opportunity for one or more of 16 Talent Profiles

Consequences of Not Mastering Growth Crises

Image Credit: Stephen G. Howard  Copyright 2020

 We described two mini case studies of what it was like working behind the scenes at a mature companies in a financial, in a consumer industries and in another century-old university system — Part One and Two.

Decline

Strange bedfellow feel attracted to declining organizations. One drawn to the crisis from the “Blue Box” of Systematic-Professionals and the other from the “Red Box” of Paradoxy-Morons. You’ll see an interesting partnership formed by 113 Idea Packagers (Blue) and 102 Thought Leaders (Red).

16 Talent Profiles by Organization Type

Image Credit: Stephen G. Howard  Copyright 2020

Why?

A company or any organization that has been successfully operating for over 40 years, and especially those that have been around for a century or longer, like our last three examples, over extend their prevailing business model and the systems required to operate in the status quo.

You could say, and you wouldn’t be wrong, they fall victim to maturity “group think” that collectively filters out information from the margins — where emerging competition fester. 

Set in their ways, mature organizations will do almost anything to repeat the success factors derived from building on what has worked for years and maybe generations. 

They recruit, develop and retain, all most unconsciously like-minded people with similar backgrounds and education.

They build layer upon layer of complex organizational structures and operating systems which divorce them from director customer contact, which start ups and growth companies build strong relationships with.  

Their expertise becomes highly specialized, but their research and development functions don’t really benefit from direct market feedback and shifting customer requirements.

A mature culture resists any threat to their status quo until it is too late and they become victim to their own Red-Tape Crisis.

In short, reversing the risk adverse, red tape-poisoned culture requires outside intervention with a newer perspective while the company restructures, downsizes and outsources costly internal operations.

The outside partnership blends combinations high degrees of independence with medium degrees of disruptive innovation, speed, embedded knowledge, improvement and mastery.

The 113 Idea Packagers work well in settings that require outside-the-system perspective when information filtering contributes to decline. They provide the conceptual framework by which manuals, organizational procedures, and even work assignments are translated and put into action. 

They also tend to be impatient with the bureaucracy, rigid hierarchies, and politics prevalent in many professions, preferring to work informally with others as equals. But, 113 Idea Packagers use cleverness and independent thinking to problem-solve and reinvent, and in an easygoing, unassuming manner prod organizational change and improvement towards restructuring, downsizing, outsourcing and other relevant solutions to the red tape crisis.

Why a partnership with talent from a Paradoxy-Moron culture? While 102 Thought Leaders share a high degree of independence with 113 Idea Packagers they’re attracted to medium degrees of speed and disruptive innovation.  If the slow moving, status quo loving cruise ship falls into desperate straights the captain needs new strategic steering and a new sense of urgency to keep from running aground. 

Evidence

“4”  Steve Zahn, 51:The remedy to get past fear and discomfort is to do the very thing you would most want to avoid. You don’t have to do it a lot though because once or twice will get you over things quite nicely today.”Scorpio

Almost every effort to change a mature organization is met with overwhelming resistance, fear and discomfort.  Also FUD — fear, uncertainty and doubt.  That’s why the new direction provided in collaboration with thought leader requires an idea packager to cement a tangible future the remaining employees can believe in.

Random ones that make me want change my sign.

Today’s Holiday Birthday:  

Your projects do not have to be lucrative for you to consider them a success, and yet you’ll have the pleasure of many different beneficial outcomes flowing from your work, including financial gain. Young and inexperienced people will follow your lead and be better for it. New relationships start the year off with style.

How awesome is that?  Too bad this ain’t my birthday so I can claim it.  If it’s yours, please be my guest!

“3”  Steve McQueen (1930 – 1980): “You already know what you like, so do something else. Better to find out that you have a great range of likes than to narrow your scope and be stuck trying to satisfy niche preferences.  Aries 

One of the lessons I learned over a 5 year employment in a declining company is you need to quickly volunteer for projects to add value in the downsizing, and then during the rightsizing and then back to innovation in the reinvention upsizing.

“5”  Steve Howey, 42: “Human perception (and indeed, survival) depends on filtering out more than what we let into our awareness. You may be noticing a lot more than the others. Try not to hold it against them.” Cancer

As in groupthink in a declining organization that may not realize it yet?

“4” Steve Carrell, 57; Steve Martin, 74; Steve Wozniak, 69: It’s going well. It doesn’t mean that all the lights are green or that the journey is comfortable, cool and frustration-free. It just means that you are actually getting somewhere.” Leo

I once was told that Start Ups don’t realize they are out of business until 6 months afterwards.  He never told me how long it took for Mature companies to realize they peaked and were on the downside of their incredible run.  I’m sure a thought leader could reveal how much time was left.

3” Steve Greene, 34; Steve Guttenberg, 61:When you know where you want to go but not how to get there, don’t worry. You’ll figure it out. If you don’t know where to go, then wait until you get an idea. Better to sit and conserve your energy than to aimlessly wander.” Virgo

In mature organizations on the decline require thought leaders to help provide the “where” and idea packagers to help select which wave of change to embrace and how to surf it to shore.

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4733 to 4807.

Foresight

Quality-of-Life 

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip

S3 E45 — Tacit Heuristics Blinding Fast-Track Teams

I’ve learned that I am really susceptible to the downsides.  But, I’m a sucker for that aha! experience, so naturally I’d latch on to a word (heuristic) that comes from the same root as eureka.

“5”  Steve McQueen (1930 – 1980): You’ll discover that a belief you held was wrong or incomplete — oh, sweet liberation! This levels the mental ground where you’ll be building something sturdier and more beautiful to dwell inside.  Aries

Hi and welcome to Friday’s Episode 45 in Season 3 of  My Paradoxically Normal Year” on this 14th day of May in the spring of 2021 — which is a three-year examination of how bits of wisdom changed during the “normal” pre-pandemic year and then in the pandemic year, and now months after.

The Tau of Steves: What You Don’t Know Could Fill a Book

Table of Contents

Previously from Season Three, the Paradoxically Normal Year

S3 E44Make It Rhyme To Work Each Time; S3 E43Add a Little Foresight to My Misdemeanor Tab; S3 E42Greta, Juliette and the Partridge Family at Trestles

Related from Season Two, The Pandemic Year

S2 E45Wildcard What Ifs and Doobie Bros Bias; S2 E44Celebrating Emma the Baroness Tribal Quarantine Style; S2 E43See What You’ve Been Missing …; S2 E42It Was Short and Sweet, but Heart-Felt

Related from Season One, The Normal Year

S1 E45Day 45 of My 1-Year Experiment; S1 E44Google Me Some Chopped Liver; S1 E43Desperation on Such a Summer’s Day; S1 E42Love on the Run

Context

When knowledge management gained purchase as an emerging profession I attended a week-long online conference with early practitioners and discussed “distinctions” of what it was all about.  

It was too soon to define it with hard boundaries.  

One of the pioneers advocated heuristics as a practice for sharing and refining knowledge that wasn’t already explicitly in use. 

 I’d never heard of heuristics before, but I caught a flavor of his meaning for what he called tacit knowledge — what people on a team knew and shared intuitively with each other.

Team members learn something by bringing products to market like the one they’re up against the looming release date.  

The team is stumped.  

Someone pitches a solution based on a similar product she engineered in the recent past and it works. Crisis averted.  That solution is passed on again and again. 

More formally a heuristic is like a rule of thumb — a mental shortcut that relies on immediate examples that come to a given person’s mind.

I’ve learned that I am really susceptible to the downsides.  I’m a sucker for that aha! experience, so naturally I’d latch on to a word (heuristic) that comes from the same root as eureka.

If you knew me you’d know I always look for a simple procedure that helps me find answers to difficult questions —  adequate, but often imperfect as they may be to move forward. 

But,  now I’ve come to learn what I’m most likely guilty of is some kind of mental trick, a kind of a bait and switch without noticing.  

I  sometimes automatically substitute an easier question for a difficult one, answer it and congratulate myself on my brilliance.

As Daniel Kahneman says, “(A) lazy System 2 often follows the path of least effort and endorses a heuristic answer without much scrutiny of whether it is truly appropriate.”

How does it work? 

While l’m engaged in searching for an answer to one question, my “System 1” simultaneously generates the answers to related questions. 

Often it may substitute a response that more easily comes to my mind for the one that was requested and more complicated.  

“The heuristic answer is not necessarily simpler or more frugal than the original question, but it is accessible, computed more quickly and easily.” 

The answers are not random.  They are often approximately correct and frequently that’s all you need. 

As in technology heuristic of inserting a good enough product into the customers hands and get them to tell you about all the flaws so you can iterate and release new versions.

But, sometimes they are quite wrong. Which can come back and bite you in your own life if you’ve got a lot on the line.  

Evidence

But, Zahnny, am I wrong in assuming focus and concentration won’t short circuit my intuitive self no matter how flawed?

“3”  Steve Zahn, 51: “The work worth doing centers around your energy, perception and ability. Focus there, and so much else will naturally come together. Focusing elsewhere will be ineffective.” Scorpio

Random ones that make me want change my sign.

You know, Steve sometimes your Holiday Tau hits the nail on the head.  It wasn’t until these last weeks while working on the Conclusions section of my Report that I discovered heuristics, good as they may be in general, weren’t the end all and be all of knowledge management.  In fact they may have accounted for blinding fast-track teams under pressure to deliver tech products at a faster and faster pace.  Mea culpa.

“5”  Steve McQueen (1930 – 1980): You’ll discover that a belief you held was wrong or incomplete — oh, sweet liberation! This levels the mental ground where you’ll be building something sturdier and more beautiful to dwell inside.  Aries

Eureka G&G.  Here’s my take on this passion project at 5:45 am this morning. Looking back through the report I grow tired and weary because of the disconnects and disjointed sections.  My plan was to write the end and then go back to the beginning and clean up portions as I made progress towards the conclusion.

“5”  Steve Greene, 34; Steve Guttenberg, 61:The interaction of opposing forces in your mind creates friction, hot moods and frustrating mental traffic jams. Alignment changes everything. Thoughts flowing in the same direction create momentous forward movement.  Virgo

Did someone say, aha! or eureka?  Count me in. Anything to distract me, like a squirrel does for a dog, from this ongoing national political disgrace.

“4”  Steve Jobs, (1955 – 2011): “Heavy topics and serious matters just don’t have appeal to you now, though you’re quite excited by novelty and the lighter side of life. This mood is perfect for building rapport with others.” Pisces

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @KnowLabs suite of 36 digital magazines jumps from 8138 to 8193 organically grown followers

Foresight

Quality-of-Life 

Long-Form

    • “Future Shock” by Alvin Toffler, a classic I feel which still holds up. As the pace of change quickens we experience self-doubt, anxiety and fear.  We become tense and tire easily, until we are overwhelmed, face-to-face with a crisis situation. Without a clear grasp of relevant reality or beginning with clearly defined values and priorities, we feel a deepening sense of confusion and uncertainty. Our intellectual bewilderment leads to disorientation at the level of personal values. Decision stress results from acceleration, novelty and diversity conflicts. Acceleration pressures us to make quick decisions. Novelty increases the difficulty and length of time while diversity intensifies the anxiety with an increase in the number of options and the amount of information needed to process.  The result is a slower reaction time.
    • Daniel Kahneman’s, “Thinking Fast and Slow”describes two different ways the brain forms thoughts: “System 1” which is meant as a fictional shorthand — not as a brain system or structure: Fast, automatic, frequent, emotional, stereotypic, unconscious. “System 2”: Slow, effortful, infrequent, logical, calculating, conscious. I’m learning a lot about my energy levels first described from within an introversion frame now, from within differences between System 1 and the harder working, energy depletion System 2.  Self-control, for instance is hard and takes a lot of energy to accomplish.  When I write the concentration requires effort until I can find the “flow.” Implications for True Belief — it’s easy to stay in System 1 vs. critical thinking — System 2.  Set some marketing and working on the business goals — System 2 and then ignore them by following the lateral thinking and associative thinking  which Leo da V invites me to do — System 1.

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trips

S2 E100 — Live, Love, Work, Play, Invest and Leave a Legacy

Not all my Executive MBA students hailed from large, mature healthcare organizations.  If they did, they weren’t confident that they could crack the glass ceiling, nor did many physicians really want to.  

“5”  Steve Zahn, 51:You’re an excellent student of life because of your genuine curiosity. You are interested in more than just memorizing what you need to know for life’s various tests. Your longing for deep knowledge will be sated.” Scorpio

Hi and welcome to Friday’s Episode 100 in Season 2 of  “My Pandemic Year Natural Experiment” on this 21st day of August in the summer of 2020.  

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E99Why Pay Over $100,000 When You Don’t Have To? ; S2 E98 Why Your Company Simply Won’t Make It Out of Puberty ; S2 E97Frame Blindness and Decision Traps

Related from Season One, the Normal Year

S1 E100Running out of Determination and Grit by the 100th Day ; S1 E99What’s in a Name? Baby Boy Names?; S1 E98Why Can’t I Leave 26 Orphans for a Well Deserved Vacation? ; S1 E97 My Top 19 Reasons for Failing

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In previous episodes we described Start Up, Emerging Growth, Rapid Growth, Sustained Growth and Maturity stages.  But, each with the emphasis on how a specific stage provides another better fit opportunity for one or more of 16 Talent Profiles.

We described two mini case studies of what it was like working behind the scenes at a mature companies in a financial, in a consumer industries and in another century-old university system.

33. Advisor — Executive and Healthcare MBA Program 

Part Two

The business school recognized it had to compete more aggressively for students and slowly shifted emphasis to digital leadership.  The heart of their marketing told prospective Executive MBA students they’d be able to think creatively and strategically about business challenges of the future.

Separately the University launched “The Cove” to fill the Orange County start up vacuum.  More of the Executive Students I advised, even in Healthcare, felt its magnetic pull particularly to commercialize ideas flowing from medical device, biotechnology and other research laboratories. I felt it too and developed relationships with its leaders. 

Here’s what we were up against.  Most residents in Orange County with college bound young adults, if their ambitions were to turn your ideas into a business you didn’t want to attend a campus in the UC System In fact, your best fit would be the Cal State System. You don’t want research and theories,  but you need tools, tips and practical guidance.

The business school’s pitch went something like this:  We have a long tradition of training professionals to succeed at the executive level.  Are you prepared to lead transformation and embrace opportunities for innovation in your industry?

Four Talent Profiles Attracted to Systematic-Professional Organizations

Image Credit: Stephen G. Howard  Copyright 2020

Clearly pitched at Systematic-Professionals like ourselves, the value proposition promised … you will build a general management foundation complemented by opportunities to further explore the healthcare space, enabling you to apply your understanding of business to the changing healthcare industry.

Our program maximizes your return on investment by: 

    • Delivering relevant knowledge and skills, 
    • Valuable connections with peers in other industries and
    • Prestigious credentials to accelerate your career and organization.

That’s where our group came in.

My project was so different than what my colleagues were providing that  I could independently create a unique suite of services customized for executives. Their “customers” were  students who just graduated with little or no work experience. 

For  the first five years as a Systematic-Professional 113 Idea Packager I flourished reporting directly to the Executive Director working autonomously while establishing services from the ground up as an intrapreneur: 

    • Launched the Executive to Executive mentoring program by recruiting and maintaining  a core of 45 to 50 VP and C-Suite Executives
    • Matched 35 to 45 executive students with mentors each quarter based on type of organization and stage of growth.  
    • Included 5 to 7 industry contacts. 
    • Hosted quarterly mentoring breakfast meetings. 
    • Held panel discussion with alumni and industry leaders for students.
    • Recruited entrepreneurs and alumni for frank Q&A exchanges with students considering a startup.

Not all Executive MBA students hailed from large, mature healthcare organizations.  If they did, they weren’t confident that they would crack the glass ceiling, nor did many physicians really want to. 

They wanted to figure out why certain decisions had been made for business reasons that had impacted them.  Or, they had well researched ideas they wanted to advance, but needed a better understanding of how top executives prioritized their decisions.  Still others felt certain their start up ideas could be winners.

In a way the Healthcare Executive MBA students wanted the same payoffs as did the majority number of students in the Executive MBA program.  

As I met with each one individually before matching them with the best mentor I could find we pinpointed where they found themselves in their current situation.

We’d determine how they rated themselves in terms of high degrees of:

    • Independence or Affiliation
    • Speed or Mastery
    • Disruptive Innovation or Sustained Improvement
    • Emerging Knowledge or Embedded Knowledge

Four Organization Types

Image Credit: Stephen G. Howard  Copyright 2020

Using myself for example I preferred higher degrees of Embedded Knowledge, Independence and Mastery.  So on face value the blue box (Systematic-Professionals) would be a better fit for me.

But, not all Executive and Healthcare EMBA students were currently in the “color box” they preferred.  One decision they could make was to switch for a better fit — say, “Blue” (Systematic-Professionals) to “Green” (Emerging-Entrepreneurs).  The right mentor-match could prove to be helpful.

Next we’d explore curriculum choices:

Work For Themselves

    • Start a Business
    • Buy a Business or Franchise
    • Launch a Consulting Practice

Work for an Organization

    • Create an Intrapreneurial Position
    • Advance in Your Career
    • Change Your Career
    • Master a Career Disruption

For Executive EMBA students who worked at the same employer for several years which seemed to be plateaued compared to their competitors we would discuss reasons starting with their assessment of which growth stage they’ve stalled in.

Recognizing we haven’t profiled what works and doesn’t work in decline and reinvention stages yet my advice was to ask questions about how to address the crisis most likely constraining their employer and their career in each of the classes and from other students.

Consequences of Not Mastering Growth Crises

Image Credit: Stephen G. Howard  Copyright 2020

Of course another source would be matched to a mentor who had met those challenges successfully.

180 – Degree Shift in Success by Stages

Growth Stage Key Success Factor Leading to a Crisis New Success Key
Start Up Loosen Leadership Tighten
Emerging Tighten Functional Loosen
Rapid Loosen Autonomy Tighten
Sustained Tighten Repetition Loosen
Maturity Loosen Control Tighten

Image Credit: Stephen G. Howard  Copyright 2020

Unless those students were career junkies like me who worked in each of those growth stages or consulted with clients confronted with artificial barriers to their organization’s growth, most only needed to focus on the edge of one box and determine what was necessary to jump into the next box for a few years.  

Managing 180 Degree Shifts Required for Each Stage

Image Credit: Stephen G. Howard  Copyright 2020

Those students encountering the most difficulty when it came to changing their careers had spent  decades in a Systematic-Professional Organization Type or a long-term company in the Maturity phase.

Returning to Organization Types, we’ve already covered 10 of 16 Talent Profiles.  If you think about a company’s culture, it is made up of more of a mix of talent profiles (4) and as people come and go each organization tends to recruit  the same type.

16 Talent Profiles by Organization Type

Image Credit: Stephen G. Howard  Copyright 2020

Let’s say you value high degrees of Embedded Knowledge, Independence and Mastery aka the talent culture you’d find at a university in the “Blue Box.” 

As one of my Executive MBA students, say a researcher on campus in biotechnology, you most likely would not flourish in the opposite “Green Box” known as Emerging-Entrepreneurs.  

Of course you could make it work, but it may feel too fluid with its focus on higher degrees of speed, emerging knowledge and affiliation.

Speaking of affiliation, the four talent profiles defining a “Tan Box” Sustaining-Associate Organization  favoring higher degrees of mastery and sustained improvement in addition to affiliation would struggle fitting into the “Red Box” of Paradoxy-Morons. 

So if you want to find a better fit, stay away from opposite color boxes.  If you’ve had it with your “box color” as in a career change, try probing an adjacent box to a medium degree of career satisfaction.

If you can’t handle the high speed, disruptive innovation “Red Box” culture, you might like the working in “Blue Box” Systematic-Professionals or the “GreenBox” Emerging-Entrepreneurs.

Two Systematic-Professionals Attracted to Maturity Growth Stage

Image Credit: Stephen G. Howard  Copyright 2020

Summary

But, wait there’s more.  As in more options.

As you grow from start up to maturity as an organization my Executive MBA students the talent profiles can “break out” and add value to a specific state.  Two “red” profiles, 101 Breakpoint Investors and 103 Commercial Innovators are joined by “green” 105 Marketing Athletes.

If that Start Up jumps successfully into the first of two growth stages — Emerging Growth — two additional “green” profiles,  107 Resilient Product Teams and 108 Core Business Group, fuel further growth.

But as Emerging flips int Rapid Growth the first two of three Sustaining-Associate “tan” profiles, 111 Agile Tiger Teams and 112 Loyal Survivalists keep the wheels on the bus at higher speeds.  As Rapid Growth shifts into Sustained Growth the third “tan” profile joins the other two, 110 Analytical Specialists.

And, as we’ve already illustrated in these three mini case studies, as the company peaks and maintains their growth at the Maturity level, two “blue” profiles are required to keep the airplane routes synchronized, on schedule and systematically maintained — 114 Brand-as-Experts and 116 Institutional Traditionalists.

Where to Find the Best Fit

Talent Profile Growth Stage Organization Type
101 Breakpoint Inventors Start Up Paradoxy-Morons
103 Commercial Innovators Start Up Paradoxy-Morons
105 Marketing Athletes Start Up Emerging-Entrepreneurs
107 Resilient Product Teams Emerging Growth Emerging-Entrepreneurs
108 Core Business Group Emerging Growth Emerging-Entrepreneurs
111 Agile Tiger Teams Rapid Growth Sustaining-Associates
112 Loyal Survivalists Rapid Growth Sustaining-Associates
110 Analytical Specialists Sustained Growth Sustaining-Associates
114 Brand-as-Experts Maturity Systematic-Professionals
116 Institutional Traditionalists Maturity Systematic-Professionals

Image Credit: Stephen G. Howard  Copyright 2020

Next up:  we leave organizations at the Maturity Growth and describe two talent profiles who specialize and helping “pilots” pull up from their premature Decline.

Evidence

“5”  Steve Zahn, 51:You’re an excellent student of life because of your genuine curiosity. You are interested in more than just memorizing what you need to know for life’s various tests. Your longing for deep knowledge will be sated.” Scorpio

Maybe this is why I’ve been drawn to figuring things out, what makes things work when it comes to accumulating knowledge and passing it on.  How to live, love, work, play, invest and leave a legacy.

Random ones that make me want change my sign.

“5” Steve McQueen (1930 – 1980): “Thinking counts as effort, but nothing comes into being through thought alone. Air must be moved, words spoken, written or sung, action and work of any kind completed. The more air that’s moved, the more real a thing becomes.  Aries

So that’s what this is all about?  Describing the air bending actions necessary to maneuver in Mature organizations? 

“4” Steve Howey, 42:It’s one of those days when you’ll do what’s good for you even though you don’t feel like it. It’s the sort of discipline that makes future decisions easier for you. Soon these things will require no discipline at all.” Cancer

Promises, promises. Let’s hope so…

“4” Steve Carrell, 57; Steve Martin, 74; Steve Wozniak, 69: Giving love the same way as usual is nice enough. But people get desensitized to typical experiences. When you give more and differently, it’s like stretching the elastic of your heart to a greater capacity for love and joy.” Leo

Now that’s what I’m talking about for this Friday night near the end of summer!

“3” Steve Greene, 34; Steve Guttenberg, 61:You can be sweet, but too much sweetness is no fun. Sometimes, your playfulness can come out in swipes. Knowing how far to go with mischief is the essence of intimacy.” Virgo

During this pandemic don’t I get a pass or does it only serve to heighten the tension?

“3”. Steve Aoki, 41: “A whole new level of adulthood kicks in with the realization that others measure the world and themselves differently from the way you do. Accepting this nonstandard system is its own badge of maturity.” Sagittarius

Ok, riddle me this. Of what do you speak, this maturity badge?  Unique talent magnetized to this organizational growth stage, eh?

“4” Steve Harvey, 62:You know an excellent suggestion when you hear it. You’ll follow up and soon be onto an interesting project, one that seems to create its own momentum.”  Capricorn

Yeah, well that’s exactly what intrigued me over the years and is now unfolding with a life of its own. Or during this pandemic I can complete that jigsaw puzzle sitting on our dining room table. 

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4733 to 4807.

Foresight

Quality-of-Life

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip

S2 E99 — Why Pay Over $100,000 When You Don’t Have To?

It was planned as a magnet for attracting the talent base to support growing financial, real estate and technology companies setting up shop on the former Irvine Ranch envisioned in the Irvine Company’s master plan.

 

“5”  Steve Howey, 42:You thought a thing ran its course. You thought you were done and wouldn’t return to it, but this business is, apparently, unfinished. Otherwise, it wouldn’t keep calling you back.” Cancer

Hi and welcome to Thursday’s Episode 99 in Season 2 of  “My Pandemic Year Natural Experiment” on this 20th day of August in the summer of 2020.  

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E98 Why Your Company Simply Won’t Make It Out of Puberty; S2 E97Frame Blindness and Decision Traps; S2 E96Two Kindred Spirits Drawn to Mature Complications

Related from Season One, the Normal Year

S1 E99What’s in a Name? Baby Boy Names?; S1 E98Why Can’t I Leave 26 Orphans for a Well Deserved Vacation? ; S1 E97 My Top 19 Reasons for Failing; S1 E96Old Rabbits Die Hard

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In previous episodes we described Start Up, Emerging Growth, Rapid Growth, Sustained Growth and Maturity stages.  But, each with the emphasis on how a specific stage provides another better fit opportunity for one or more of 16 Talent Profiles.

 We described two mini case studies of what it was like working behind the scenes at a mature companies in a financial and in a consumer industries.

33. Advisor — Executive and Healthcare MBA Program 

Part One.

The University of California opened its doors in 1869 with just 10 faculty members and 40 students. Today, the UC system has more than 280,000 students and 227,000 faculty and staff, with 2.0 million alumni living and working around the world.

One of 10 campuses in the UC System

UC’s academic health centers provide broad access to top-ranked specialized care, support clinical teaching programs and develop new therapies. For news about UC breakthroughs and health initiatives.

Nine years before I moved to Orange County, UCI became the youngest campus in the system.  It was planned as a magnet for attracting the talent base to support growing financial, real estate and technology companies setting up shop on the former Irvine Ranch envisioned in the Irvine Company’s master plan..

When I worked at Fairview State Hospital, one of the psychologists, a 115 Professional Practitioner,  hailed from the School of Social Ecology.  Co-workers felt he had been skating from his responsibilities at the hospital while he built up his private practice and taught at the university. 

No-one I knew understood what Social Ecology meant. In a way, as a half-time intern working in the morning in the residence hall and then in the afternoon at the Behavior Modification Institute in Newport Center, I might have been half-skating.

Later I befriended the University’s Veterans Advisor seeking his assistance as I transitioned from one career into another. I ended up helping him as he came to the end of his employment while a student in the School of Social Ecology.

Four Talent Profiles Attracted to Systematic-Professional Organizations

Image Credit: Stephen G. Howard  Copyright 2020

The campus and its library and its influence economically as Orange County’s second-largest employer (contributing $7 billion annually to the local economy and $8 billion statewide) made it a hub for researching potential careers and jobs.

In fact, I interviewed professors, 114 Brand-as-Experts and 116 Institutional Traditionalists,  who’s research matched my interests.  It what became the business school years later, I interviewed the dean who specialized in Organizational and Management Development to assess my chances at transitioning into that career.  

The more important side benefit came in the form of a list of business graduates identified by their Orange Count employers to conduct further interviews.

One in particular led to an offer a few months later to join an internal consulting, management development and training team in a mature, large engineering and construction company located in a cluster of mirror-glass buildings and a corporate tower.

Two Systematic-Professionals Attracted to Maturity Growth Stage

Image Credit: Stephen G. Howard  Copyright 2020

Too academic, we echoed the conclusion of the client from the century-old consumer goods who hired my former boss and me.  But we leveled it at an interdisciplinary team of professors we engaged to survey the implication of brand new technology at the engineering and construction company. 

More on that engagement later.

The main point being academic achievement and research — what my graduate advisor described as foundational instead of practical — is what the local university offers its more than 37,000 students and offers 222 degree programs. 

So, it came as a surprise when a former co-worker recommended me to consult on a long-term retainer to help Executive MBA students in the Business School find work during the first five years.  I, a 113 Idea Packager,  viewed it as career triage, because it began in the 2008-2009 academic year, when recent graduates felt betrayed by the admissions sales pitch which told them how much better off they would be financially.  

I focused on what worked, how to apply what each Gen-X and Millennial student with roughly 10 years of experience learned in their course work, how to support each other while on campus during the 2-year program and to interview alumni who could introduce them into opportunities before announced on any online site. 

What started as a 2-year engagement expanded into a decade which I view as a field test or a laboratory for the content in these second volume books.

I proposed a curriculum to the Director for him to review and meet with me.  “Why would anyone choose to come back to school for an executive MBA (and spend over $100,000 over two years) when you’ve got all they’d ever need in this curriculum?

What he referred to was how I divided the curriculum into two tracks, the perspective of a mid-career executive business student:  

Working for Yourself

    • Starting a Business Series: How to start a business from scratch despite what your family, friends and other fools tell you — increase the probability of survival within the first few years
    • Buying a Business or Franchise Series: How to buy a business or franchise that fits your career and business aspirations — manage and expand the growth of a proven business or franchise model with a successful formula in a specific location.
    • Consulting Practice Series: How to establish a mobile coaching or consulting practice — translate your technical expertise into a location independent business that complements your quality-of-life pursuits.

Working for an Organization

    • Intrapreneurial Series:  How to introduce sustainable growth through strategic innovation and get away with it — create your own internal entrepreneurial  position when normal channels to advancement or promotion are blocked.
    • Career Advancement Series:  How to get the most return on your Executive MBA investment in today’s economy — timing your job search campaign to successfully coincide with graduation or the shortest time after.
    • Career Change Series:  How to avoid the delays, pitfalls and mistakes most people make — timing your job search campaign to successfully coincide with graduation or the shortest time after.
    • Career Disruption Series: How to find a job without jeopardizing your educational or financial resources — how to maintain a sense of control and confidence during your transition by placing priority on activities with the highest probability of success.

Continued in Part Two.

Evidence

Random ones that make me want change my sign.

“4”  Steve McQueen (1930 – 1980): “Smart people won’t have time to prove they are smart today because they will be too busy chasing their curiosity around. You can relate. Your interests will lead you to like minds.”  Aries 

Is this why I’m reaching out to mentors I formerly recruited into the Executive MBA program to get their take on how this pandemic is effecting them?

“4”  Steve Winwood, 71; Stevie Wonder, 69; Stephen Colbert, 56: “The novice is proud of and wants full recognition for talents and skills. The wise would rather go unlauded, realizing the strategic advantage in being underestimated.”  Taurus

Whoa, there partner.  This is so Sun Tzu of you.  Profound!

“5” Steve Smith, 30: “Human memory is flawed. Even the best memories are unreliable and susceptible to corrosion over time. Record things as you go. This is the most dependable way, and you’ll be glad you did.” Gemini

Somewhere back in time an “aha!” broke through my consciousness and whispered to me that it would be really cool if I did just that, so it would be cool if I could look back from on periods in my life from sometime in the future. I did and it does. 

“5”  Steve Howey, 42:You thought a thing ran its course. You thought you were done and wouldn’t return to it, but this business is, apparently, unfinished. Otherwise, it wouldn’t keep calling you back.” Cancer

Dammit, you’re right.  Is that the sign that I’m obsessed?

“3”  Steve Greene, 34; Steve Guttenberg, 61:Modern society’s overemphasis on identity is as common as it is problematic. It’s useful to know what you want and what you like, but that shouldn’t be confused with who you are.” Virgo

Profound, yes.  Relevant for me today?  Not off the scales, although in my first career I leaned on Robert Ornstein’s take on our consciousness as it evolved over time leaving us with more than one identity that slips in and slips out of our mind.

“4”  Steve Kerr, 54:It’s hard to notice any particular thing in a cluttered environment. But whatever you drop into a blank space will get all the attention. This is why you clear your mind before concentrating on what you love.” Libra

Sure, I do practice this mantra, but also believe in the power of messy —  by Tim Harford, the author, “Messy: The Power of Disorder to Transform our Lives” who writes Brian Eno’s makes his messy work for him, because he’s got several creative projects in the works at various stages.  If or when one doesn’t pan out, he simply switches to one of his others to bring it to fruition.

“5”  Steve Aoki, 41: “You care deeply about an idea and will work to bring it into the real world. Because you cannot give this same treatment to every idea, you’ll also be letting go of ideas you don’t think are very actionable.” Sagittarius

As my dear old dad would say, “Amen, brother!”  I get the letting go of ideas that aren’t very actionable, but this passion project, “Volume Two Manuscript —WorkFit” as an obsession pulls me forward after all these years.

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4733 to 4807.

Foresight

Quality-of-Life 

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip

S2 E98 — Why Your Company Simply Won’t Make It Out of Puberty

If you consider the lifespan of an organization that has any sort of history — say over two generations or 40 years — you can see which tribes come in and out of favor. You’ll witness it as it evolves and leaps forward in predictable stages from infancy start-up through growth to maturity and decline and from simple to complex over time.

“5’’ Steve Carrell, 57; Steve Martin, 74; Steve Wozniak, 69: You will remember things differently than the other people around you. Write down your impressions to preserve the details because, later, you’ll be glad for these notes.” Leo

Hi and welcome to Sunday’s Episode 98 in Season 2 of  “My Pandemic Year Natural Experiment” on this 16th day of August in the summer of 2020.  

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E97Frame Blindness and Decision Traps; S2 E96Two Kindred Spirits Drawn to Mature Complications; S2 E95The Founder’s Curse Unleashed by the Edifice Complex

Related from Season One, the Normal Year

S1 E98Why Can’t I Leave 26 Orphans for a Well Deserved Vacation? ; S1 E97 My Top 19 Reasons for Failing; S1 E96Old Rabbits Die Hard; S1 E95No Back to Work Days or Hump Days Allowed

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In previous episodes we described Start Up, Emerging Growth, Rapid Growth, Sustained Growth and Maturity stages.  But, each with the emphasis on how a specific stage provides another better fit opportunity for one or more of 16 Talent Profiles.

In our last episode I described a mini case study of what it was like behind the scenes working at a mature company that was a century old. Now, a second, but in a different industry.

Multinational Food and Consumer Goods Corporation

A Swiss multinational food and drink processing conglomerate founded in mid-1800s, headquartered Switzerland, grew to the largest publicly held food company in the world.

My former boss and now client, a 110 Analytical Specialist,  brought me in to create a curriculum for his client a 109 Internal Change Agent (more on that in upcoming episodes) who headed up their internal University at their USA Headquarters Glendale division. Broadly, he wanted us to help him inject strategic learning capabilities into their leadership talent pool.

He wanted to expand their executive management’s perspective to include what could happen over their company’s lifespan moving forward. In organization learning circles research had’t really focused on companies which had been in business for over a century.

In fact, the lifespan of huge, solid companies is only 40 years. 

Not all organizations even make it that far. The infant mortality rate is a decade. Arie De Geus says 40% of all newly created companies don’t last that long . Regardless of size, the average in Japan and Europe is 12.5 years.

So, our client became immediately attracted to us —my former boss and I had direct experience with the challenges unique to 100+ year old mature companies.

For instance, by functioning in the same mature stage for years and decades, current leaders (112 Loyal Survivalists) hadn’t experienced any other way of operating.

To combat that in his company, he wanted us to research and develop a curriculum during a two-year engagement based upon the latest models and best practices for:

    • Inspiring a Shared Vision, 
    • Thinking Strategically, 
    • Leading Change, 
    • Building Alignment,  
    • Pursuing Excellence and 
    • Sharing Best Practices.

Mature organizations require four kinds of talented people – 112 Loyal Survivalists, 111 Agile Tiger Teams, 109  Internal Change Agents and 110 Analytical Specialists — who thrive in high affiliation and slower paced cultures. 

Four Talent Profiles Attracted to Sustaining-Associates Organizations

Image Credit: Stephen G. Howard  Copyright 2020

You’ll find some filling roles in Human Resources as a Chief People Officer, Business Partners and Corporate Trainers.  Others in Financial Analysis.  Still others in Brand Management or in Inventory Control, Supply Chain and Procurement.

They manage the system of people, technologies, processes, and organizational structures to sustain the innovation they’ve already mastered years ago.

But, two “tribes” usually manage the political agenda to the exclusion of others. They are the talent clusters whose members represent the 20% who produce 80% of the results. And we know the mix of the two tribes changes at each growth transition. In any growth period there is a certain amount of resistance to new ways from the status-quo advocates.

In mature companies more Systematic-Professional talent profiles produce 80% of the results — 114 Brand-as-Experts and 116 Institutional Traditionalists. And, you’ll find fewer Paradoxy-Morons or Emerging-Entrepreneurs still employed.

Two Systematic-Professionals Attracted to Maturity Growth Stage

Image Credit: Stephen G. Howard  Copyright 2020

Ironically, our engagement formed out of a chance encounter in Monterey, California at a conference promoting 114 Brand-as-Experts, the sort you’d find in major universities or think tanks.

My former boss had been engaged in a business divorce from one of those experts in which his role was to convert purely just-in-case education into more targeted and practical training workshops.

Over drinks in the bar between conference seminars, our new client for our 2-year engagement bemoaned how presenters seemed just too academic for his needs, although they seemed to be in high demand.

Years later,  in January 2017,  after our 2-year engagement, the multinational corporation announced that it was relocating its US headquarters from Glendale, California to Virginia.

Summary

If you consider the lifespan of an organization that has any sort of history — say over two generations or 40 years — you can see which tribes come in and out of favor. You’ll witness it as it evolves and leaps forward in predictable stages from infancy start-up through growth to maturity and decline and from simple to complex over time.

The resulting divisional structure eventually outlasts its usefulness when it triggers the “Control Crisis” that Systematic-Professionals help bridge by tightening and centralizing operations in a complicated matrix structure featuring data-driven methods and systems. 

180 – Degree Shift in Success by Stage

Growth Stage Key Success Factor Leading to a Crisis New Success Key
Start Up Loosen Leadership Tighten
Emerging Tighten Functional Loosen
Rapid Loosen Autonomy Tighten
Sustained Tighten Repetition Loosen

Maturity

Loosen Control Tighten

Image Credit: Stephen G. Howard  Copyright 2020

As more functional departments proliferate the Paradoxy-Morons disappear, not fitting into cultures built to reward affiliation and mastery. 

And, the days of the maverick, do-what-ever-it-takes team loyalty — highly rewarded for fire-fighting heroics become numbered. 

Where to Find the Best Fit

Talent Profile Growth Stage Organization Type
101 Breakpoint Inventors Start Up Paradoxy-Morons
103 Commercial Innovators Start Up Paradoxy-Morons
105 Marketing Athletes Start Up Emerging-Entrepreneurs
107 Resilient Product Teams Emerging Growth Emerging-Entrepreneurs
108 Core Business Group Emerging Growth Emerging-Entrepreneurs
111 Agile Tiger Teams Rapid Growth Sustaining-Associates
112 Loyal Survivalists Rapid Growth Sustaining-Associates
110 Analytical Specialists Sustained Growth Sustaining-Associates
114 Brand-as-Experts Maturity Systematic-Professionals
116 Institutional Traditionalists Maturity Systematic-Professionals

Image Credit: Stephen G. Howard  Copyright 2020

At this stage of development most of the focus by the organization is on inside operations and not enough on customers – their care and feeding. It’s as if the customers – frequently in large numbers – are taken for granted. And that sets up yet another opportunity to bonk.

Mature organizations have vested interests in the way things were. While not overtly describing themselves as status quo advocates, many long-time Sustaining-Associates and Systematic-Professionals resist disruptive changes required to “jump paths” out of a declining trajectory.

If the organization continues to extend what they’ve always done, they fall victim to what Joel Barker calls paradigm blindness. An over-extended strength becomes a fatal flaw. The organization can’t see what is necessary to pull out of its decline. And the longer it takes for leaders of the organization to recognize that they are on the path to disaster, the more disruptive the solution becomes.

It’s a classic pattern. 

Evidence

“3”  Steve Zahn, 51:Good fortune follows socially astute moves, such as including everyone, making introductions and lobbing the conversational ball in excellent, interesting and positive directions.” Scorpio

Before the pandemic I was all over this advice.  Now, not so much.  Will this pandemic end?  Will we return to normal?

Random ones that make me want change my sign.

Today’s Holiday Birthday:  

Your superpower is your incredible imagination. Direct it to create relationships you want, pursue far-flung interests and pull together scenes that others wouldn’t have thought possible. Team this amazing sense of vision with great faith and it will be as though you have harnessed the winds of fortune to do your bidding.

“5’’ Steve Carrell, 57; Steve Martin, 74; Steve Wozniak, 69: You will remember things differently than the other people around you. Write down your impressions to preserve the details because, later, you’ll be glad for these notes.” Leo

Some of you know I’ve progressed from letters, to steno notebooks and 3X5 cards to Hypercard to do just that.  The problem I found was two-fold. The first taking the time to write everything down and second, later finding the kernel of wisdom I could use.

“4”  Steve Greene, 34; Steve Guttenberg, 61:The key to success is three-pronged: know what you want; make a plan; stick with it. This sounds simple, but if it really were, everyone would be doing it all of the time.” Virgo

Why am I following the Tau of Steves as interpreted from the Holiday Tau if I wasn’t searching for a magical shortcut?

“3”  Steve Nash, 45:It’s not every day that you come across an endeavor that can capture and hold your full attention. Once you give yourself over to it, there is no going back.” Aquarius

Boy, in some ways I wish the reverse is true.  For in the beginning of every endeavor that speaks to you, you’re filled with passion.  But, in the middle the drudgeries stack up.  Can you tell that’s exactly where I am with “Volume Two Manuscript — WorkFit”?

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4733 to 4807.

Foresight

Quality-of-Life

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip

S2 E97 — Frame Blindness and Decision Traps

These are the experts who love their profession instead of a specific organization like Sustaining-Associates do. They’re attracted to the challenges that come with large, complicated systems found in most organizations at the Mature stage of growth. 

“5”  Steve McQueen (1930 – 1980): “Stay away from the ‘I did it, and so can you’ type of messaging today because it’s overly simplistic and does not account for the myriad of ways that people are so different from one another.”  Aries

Hi and welcome to Saturday’s Episode 97 in Season 2 of  “My Pandemic Year Natural Experiment” on this 15th day of August in the summer of 2020.  

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E96Two Kindred Spirits Drawn to Mature Complications; S2 E95The Founder’s Curse Unleashed by the Edifice Complex; S2 E94Sustained Growth: Slicing Turnover and Grooming Experts

Related from Season One, the Normal Year

S1 E97 My Top 19 Reasons for Failing; S1 E96Old Rabbits Die Hard; S1 E95No Back to Work Days or Hump Days Allowed; S1 E94Wasn’t There a Movie about the Tau of Steve?

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In previous episodes we described Start Up, Emerging Growth, Rapid Growth, Sustained Growth and Maturity stages.  But, each with the emphasis on how a specific stage provides another better fit opportunity for one or more of 16 Talent Profiles.

9. Consultant Life and Mutual Fund Company

It was founded in the late 1800s by a former governor in the state capitol of California. Roughly a century later the executives decided to move to Newport Beach overlooking the Pacific Ocean so families could enjoy a higher standard of living.

It was the kind of mature organization that employed maintenance workers just to polish its brick entry way.  It was the kind of mature organization that hired and groomed knowledge workers before the term was coined. 

116 Institutional Traditionalists

They included 116 Institutional Traditionalists, Systematic-Professionals delivering products and services in heavily regulated markets the company served, such as annuities, and mutual funds, a variety of investment products and services to individuals, businesses, and pension plans.

Four Talent Profiles Attracted to Systematic-Professional Organizations

Image Credit: Stephen G. Howard  Copyright 2020

Why?  Because 116 Institutional Traditionalists are adept at managing fact-based complex systems with traditional analytical methods and tools. They’re dedicated to maintaining the institution’s smooth running. 

They defend the status quo by believing in preserving the rules and procedures.  They are practical, realistic and matter-of-fact.  In short 116 Institutional Traditionalists make good administrators because of their talent for organization.

Like other large hospitals, banking and financial institutions it was probable that a supervisor or a manager or even an executive hadn’t encountered a major transition from one growth stage to another over their careers.

Two Systematic-Professionals Attracted to Maturity Growth Stage

Image Credit: Stephen G. Howard  Copyright 2020

The buzzword my client described when he engaged me was this project was a major cultural change.  

But, it would unfold over many years, so urgency wasn’t felt, as much as it was anticipated.  

I had worked in several large, mature companies and had come face-to-face with immune systems that rejected any type of change.  

Maintaining the status quo across product lines and departments and divisions had become a way of life. 

My client told me our challenge was — how can you inject innovation into a century’s old mature company? 

It was a complex, complicated maneuver requiring tons of new knowledge and new idea packaging.  

It reflected the company’s structural change from a mutual ownership to a mutual holding company business model. 

114 Brand-as-Experts  

They become known for their impartial analysis and an affinity for agreed upon standards.  They excel in fact-based work situations in which you advance through continuing education, peer reviews and achieving licenses.  

The co-founder served as a model.  He  grew from being an investment analyst into a fund manager and co-founded their global fixed income investment business with  hundreds of billions managed in a Total Return Fund.

He was known as “the nation’s most prominent bond investor”. As a 114 Brand-as-Expert  he advised the Treasury during financial crises and was described as a fund manager who made people filthy-wealthy.  

In a way, he became the epitome of what my client had in mind for educating supervisors, managers and executives.

The goal as to bottle his ability to identify market inefficiencies and exploit them by adjusting the company’s strategies.  He embraced new technologies and exotic derivative products while harassing the power of the internet.

There was a requirement for a special blend of talents and skills across high-yield businesses building better traders and analysts and salespeople.

Rrom a management and executive development strategy it was to cultivate the ability to distill complex ideas into something simple enough to take action.

My client wanted build a hybrid curriculum drawing upon university experts with internal consultants to offer the early stages of a corporate education division.

“Advanced Curriculum for Officers” focused more on  managing divisions and new units in anticipation of favoring newer industry niches and technologies, but leading in a strong tradition based on an industry resistant to change.  

My first role was to manage external experts, define the curriculum based on executive assessments and development plans, and to provide referrals to seminars and recommended development activities.

Plans were based upon individual assessments. They defined gaps to be closed to qualify for the next advancement step, and admission into the high potential development talent pool.

The curriculum was the first for officers and included new courses I researched and designed, updated management courses they had (Management by Objectives was obsolete) and a curriculum I had developed and Fluor and Unisys.  

The plan included an “intrapreneurially shared services approach” I had described as a business model I’d experienced and managed before. 

During and after “de-mutalization” breakups, my client’s corporate group would have to sell and customize courses for the new business groups while competing with outside vendors and universities.

Top priorities for my client were how to bring about change, how to prevent frame blindness and avoid decision bias from a long list of decision-making traps plus scenario building tools.

I was all too happy to oblige!  

Evidence

“3”  Steve Zahn, 51:You’ve known things to be more work than anticipated, but today’s thing is ridiculous. Devote yourself when it’s adding up to something that will matter. This isn’t. Get out of it.” Scorpio

Wait, what?  

Random ones that make me want change my sign.

“5”  Steve McQueen (1930 – 1980): “Stay away from the ‘I did it, and so can you’ type of messaging today because it’s overly simplistic and does not account for the myriad of ways that people are so different from one another.”  Aries

So, this is really hard to do.  Except what I intend to accomplish is not so much copy me, but to choose which talent cultures work for you as a best fit.  Ask yourself how many degrees from high to medium do you need: independence, affiliation, speed, mastery, disruptive innovation, improvement, new knowledge creation or embodied knowledge.

“3”  Steve Winwood, 71; Stevie Wonder, 69; Stephen Colbert, 56: “The reality of a situation is much better than you’re thinking it is. You just have to ask different questions of it. A person coming from a different place in life will help you frame things another way.” Taurus 

How in the world is this unending pandemic much better than I think?

“3”  Steve Smith, 30: “Any mistakes in the work will actually be mistakes of planning. The more time you spend thinking ahead and setting yourself up for a win, the better your day will go.” Gemini

Unless, of course, I fall victim to the curse plaguing almost every introvert I know — OBE, overtaken by events!

“3”  Steve Howey, 42:Your natural responses cannot be correct or incorrect. They just are. The behavior you choose after you feel a certain way can be very much wrong or right. You’ll choose carefully tonight.” Cancer

I guess we’ll have to wait for 8 hours or more to find out.

“5”  Steve Greene, 34; Steve Guttenberg, 61:It turns out that the period of time when you felt like you were meandering was actually a long and deliberate planning stage for what’s going on with you today.” Virgo

Busted.  How long?  Almost a year of surviving until I could break the code of jargon my new career spoke in.  And then that career transition was repeated and repeated in several industries, types of companies, and at various growth stages.

“3”  Steve Kerr, 54:When you are in an observant, receptive and artistic mood, ‘always,’ ‘never’ and other extremes of language fall away. You revel in life’s many colors and shades beyond black and white.” Libra

As much as I want to own this one, I only picked it for the first part of the first sentence up until the second comma.  What was I thinking?

“4”  Steve Harvey, 62:There was a time when you stretched yourself to fit a role. And then, slowly, steadily, you grew to fit the title. You’re about to repeat this process with a new challenge.” Capricorn 

Was there ever!  I totally talked myself into my first job in a new career in a mature company about to fall into a decline.  I learned so much in it and didn’t know it at the time but it fueled this original research I taught at UCI’s Executive MBA program.  So, bring on the new challenge!  And, now I’m struggling to describe in this “Volume Two Manuscript — WorkFit” work-in-progress

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4636 to 4733.

Foresight

Quality-of-Life 

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip

S3 E44 — Make It Rhyme To Work Each Time

One remains active and always on 24/7 generating impressions, thoughts, intuitions and is the default basis for how we navigate our lives.  We have no conscious clue about how all those feelings and beliefs entered our mind.

“5”  Steve McQueen (1930 – 1980): Your creative endeavors are like a net you cast into the world. They will bring you some of the things you chase, as well as what just happened to be drifting by, caught in the middle of that pursuit.  Aries

Hi and welcome to Thursday’s Episode 44 in Season 3 of  My Paradoxically Normal Year” on this 13th day of May in the spring of 2021 — which is a three-year examination of how bits of wisdom changed during the “normal” pre-pandemic year and then in the pandemic year, and now months after.

The Tau of Steves: What You Don’t Know Could Fill a Book

Table of Contents

Previously from Season Three, the Paradoxically Normal Year

S3 E43Add a Little Foresight to My Misdemeanor Tab; S3 E42Greta, Juliette and the Partridge Family at Trestles; S3 E41What’s Up with Telluride or Humboldt County or Bodega Bay?

Related from Season Two, The Pandemic Year

S2 E44Celebrating Emma the Baroness Tribal Quarantine Style; S2 E43See What You’ve Been Missing …; S2 E42It Was Short and Sweet, but Heart-Felt; S2 E41A Pandemic End to Real Estate and Consulting?

Related from Season One, The Normal Year

S1 E44Google Me Some Chopped Liver; S1 E43Desperation on Such a Summer’s Day; S1 E42Love on the Run; S1 E41The Dream Was Over, Long Live the Dream

Context

Is it simply ignorance and superstition fighting against intelligence as Ulysses S. Grant once said after the Civil War? 

Miles Taylor, Former Chief of Staff of Homeland Security Department and “Anonymous” author believes we are witnessing a newer civil war with constitutional implications and threatening our democratic way of life at stake.

Here’s what I’ve been ruminating about —has the way our brain evolved aided and abetted the gulf between patriotism and domestic terrorism?  Between ignorance and intelligence?

A third author joining Miles Taylor and Kurt Andersen may provide more insight, even as I become slightly distracted from my work on the “Conclusion” section of my “1-Year Natural Experiment Report.” 

You know the one which simply started with me stealing your horoscope when you weren’t looking.  

And, then wrestling with my guilt by asking “why?”

And now, this.

In Daniel Kahneman’s “Thinking, Fast and Slow,” he reveals two selves residing in all of us. 

One remains active and always on 24/7 generating impressions, thoughts, intuitions and is the default basis for how we navigate our lives.  We have no conscious clue about how all those feelings and beliefs entered our mind.

Kahneman tells us that back in the 1970s he and his colleagues all assumed humans lived their lives as generally rational, reasonable creatures.

Our beliefs, they assumed, were by and large reality-based and arrived at by deliberation, weighing facts, opinions, and running calculations. 

If you observed the rationals out in the wild you’d see  people who exuded less warmth than others, while they doggedly pursued internally consistent  choices, judgements, conclusions and strategies.

The only time we opted out of that state of mind, their theory went, was when our emotions like fear, affection and hatred abruptly pulled us away. 

Now we know the reverse is true.  

We live our lives as the “experiencing self” who ignores time. It creates a bias in us for short periods of intense joy instead of longer periods of happiness.

Our remembering self is not always accurate, but it keeps our “individual story” alive. 

That’s the good news. 

The sometimes devastating news is we can fall victim to our pre-programmed errors of judgment and choice when more is at stake.

Most often we just aren’t aware of the errors or how we fell susceptible to them.

Out in the wild you’d recognize the experiencing self by seeing behaviors like impulsivity, excessive emotionality, or stubborn resistance to reasonable arguments.

So what?

So if all of that is true and we add the fact that the rational mind is lazy — most of the time rubber-stamping what the experiencing self serves up — then that’s why we jump to conclusions with only the sketchiest of information. 

And, why we spot patterns when none exist in the reality-based world and accept conspiracy theories when they fill in the blanks.

And why we assess the degree of truthiness by how easy we can find something like it from recent memory, or by how widespread  the media covers it, especially if celebrities are involved.

And it would explain why authoritarian regimes pressure and discredit independent media from fact checking and investigative reporting. 

Oh, and another of our Achilles heels — familiarity  — trumps our efforts to search for facts on our own (too hard of an effort) in favor of the easy and familiar.

  • So, the reliable way to make people believe in falsehoods is frequent repetition.
  • Authoritarians and marketers take advantage of our evolutionary wiring.
  • They’ll do anything to reduce cognitive strain, by making their message simple and memorable.  
  • Almost anything they communicate in verse repeated over and over will be swallowed as the truth and we won’t even know why we believe it. 

If it can rhyme it’ll work every time.

Evidence

So, Zahnny do you agree this is a start?

“5”  Steve Zahn, 51: “Everyone has their own private worries. You’re braver about this than most. You realize that hiding can be more energy than it’s worth. You also know that your story cannot inspire other people if you don’t tell it.” Scorpio

Random ones that make me want change my sign.

So if your Holiday Tau is true, Steve, then trolling through the works Miles Taylor, Kurt Andersen, Joseph Chilton Pearce, Alvin Toffler, Marshall McLuhan or listening to Sam Harris’ podcasts will make my creative net work?

“5”  Steve McQueen (1930 – 1980): Your creative endeavors are like a net you cast into the world. They will bring you some of the things you chase, as well as what just happened to be drifting by, caught in the middle of that pursuit.  Aries

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @KnowLabs suite of 36 digital magazines jumps from 8138 to 8193 organically grown followers

Foresight

Quality-of-Life  

Long-Form

    • “Future Shock” by Alvin Toffler, a classic I feel which still holds up. As the pace of change quickens we experience self-doubt, anxiety and fear.  We become tense and tire easily, until we are overwhelmed, face-to-face with a crisis situation. Without a clear grasp of relevant reality or beginning with clearly defined values and priorities, we feel a deepening sense of confusion and uncertainty. Our intellectual bewilderment leads to disorientation at the level of personal values. Decision stress results from acceleration, novelty and diversity conflicts. Acceleration pressures us to make quick decisions. Novelty increases the difficulty and length of time while diversity intensifies the anxiety with an increase in the number of options and the amount of information needed to process.  The result is a slower reaction time.
    • Daniel Kahneman’s, “Thinking Fast and Slow”describes two different ways the brain forms thoughts: “System 1” which is meant as a fictional shorthand — not as a brain system or structure: Fast, automatic, frequent, emotional, stereotypic, unconscious. “System 2”: Slow, effortful, infrequent, logical, calculating, conscious. I’m learning a lot about my energy levels first described from within an introversion frame now, from within differences between System 1 and the harder working, energy depletion System 2.  Self-control, for instance is hard and takes a lot of energy to accomplish.  When I write the concentration requires effort until I can find the “flow.” Implications for True Belief — it’s easy to stay in System 1 vs. critical thinking — System 2.  Set some marketing and working on the business goals — System 2 and then ignore them by following the lateral thinking and associative thinking  which Leo da V invites me to do — System 1.

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

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S4 E35 — Prescott Pitstop Knocks Me Off Balance

I recalled how Jay and Elle took us down the shared dirt and gravel driveway to Shelly Junior’s “compound” where his divorced wife and son lived at one end of the property.  Junior was in the midst of building out a massive wooden deck on the second or third story home — underneath a gigantic Confederate flag waving in the occasional breeze beneath the trees.

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Knowledge ATMs 

A peak behind the scenes of self-publishing, crowdfunding, and working for yourself

Table of Contents

Hi and welcome to Friday’s 35th Episode in Season 4 of  Our Disruptively Resilient Year” on this 6th day of May in the spring of 2022.

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll

    • @KnowLabs suite of 36 digital magazines, according to my analytics, grew from 12817 this week to 12880 organically grown followers.
    • Orange County Beach Towns 220 viewers stopped by the week before.

Foresight

Quality-of-Life

Context

“How was your trip?” Jay had been looking for us to pull into his driveway after we texted Siri’s estimated arrival time.  

His house like many of the other neighbors we noticed as we drove uphill to his shared driveway proudly displayed the Stars and Stripes as a signal each housed Patriots.

“Park here” he directed us to a pad in the front near the front door for easy unloading.

He had been expecting us an hour earlier, based on how long he and Elle usually took to make the reverse trip to visit their kids in Ladera Ranch.  “Yeah, well we stopped to eat at Chipotle near the Outlet stores and the Morongo Resort Casino just outside of Palm Desert.”

Image Credit: Google Maps

Later, on Mother’s Day as when we recounted the entire vacation, Delta Girl said she too felt disappointed when she drove out of her way for an advertised bowl that the restaurant no longer offered.

Emma the Baroness and I both ordered substitute bowls and chips and overstuffed ourselves.  Returning to the CR-V the wind blasted us.  Not like the hot oven wind we’d grown accustomed to when enjoying long desert weekends at Shadow Mountain, Palm Springs, Palm Desert, or La Quinta.

In Prescott with Jay and Elle, we sat around in their large dark wood dining room table after being shown to our first floor guest room and laying out our suitcases.

Image Credit: Apple Maps

Dinner was ready. 

Later we retired to the back yard porch for more wine and desert, while former fireman Jay, turned on his natural gas flame momentarily which in turn ignited the wood he piled meticulously on top of the outdoor fireplace grate.

I stuffed myself again overeating, but couldn’t help it. The approaching nighttime darkness found us catching up with stories about our Italy vacation and what it’s like for them living now in Prescott instead of in California.

I wanted to know about how Jay’s longtime fireman friend was.  “How long has he been confined to a wheelchair and when did he suffer his accident?”

Jay thoughtfully paused for a moment and told us his first back problem occurred when they were both new recruits training together.  And, then a dozen back surgeries later he remains in pain.  We briefly stopped by their house when we had visited Durango, Colorado the second time and stayed at Jay and Elle’s home there.

Image Credit: Apple Maps

“Didn’t he and his son own some property together in Durango?”

“Yeah,” Jay ran some calculations in his head.  “Originally 40 acres and Shelby gave his son a couple of acres while selling off most of the other acres.”

I recalled how Jay and Elle took us down the shared dirt and gravel driveway to Shelby junior’s “compound” where his divorced wife and son lived at one end of the property and Junior was in the midst of building out a massive wooden deck on the second or third story home — underneath a gigantic Confederate flag waving in the occasional breeze beneath the trees.

Back then I didn’t realize the significance until driving from Durango to Dillon with stop in Telluride.

If you’re like me your mind wanders as you drive between destinations on long trips. I was day dreaming about our  last vacation trip to this region

We simply ran out of time and skipped Telluride.

This year we skipped a stop in Silverton, because as empty nesters both of us felt the community was just too small and remote for us. We passed ranches and old mines dotted with buildings in various states of disrepair.

And then a strange incident popped into my head.

One that just seemed odd at the time and remained just that until much later after Donald Trump’s 2016 election victory. Only then did it connect two things political.

Our Durango friends reintroduced us to their life long friends. And, took us to visit their friends divorced son. Junior greeted us at his home which was undergoing a major remodel.

Two things.

We hadn’t seen such gigantic log beams supporting his new roof. And, we hadn’t seen someone proudly displaying a huge Confederate flag on the top of the roof. This in contrast to the flowing American flag at the entrance of our friends best friends.

We just hadn’t encountered that before.

On our short vacation it just seemed odd. We didn’t attach any importance to it We were totally clueless. Naively we asked our friends about it.

They glossed it over with a back story that Gen-X Junior had always been rebellious growing up and in school. Now, I wonder if they guessed we knew the significance of it.

But at the time we didn’t.

It just seemed odd flowing so magnificently there, clearly thousands and thousands of miles from the deep South.

We might have figured it out.

Especially when Junior’s mother told him to take it down, in that scolding tone all young boys feel in their bones. But he didn’t, although now it reminds me of the headline about the previous election.

“Swastika On Campaign Sign Sparks Outrage”

On Tuesday, Jeff Widen, a volunteer with the La Plata County Democrats, looks at a Barack Obama campaign sign he put up the previous day near U.S. Highway 160 and County Road 222 east of Durango.

Sure, I can fess up to drinking too much, but not enough to where I lost my balance more than usual or fell victim to my eyes crossing.  But I threw up twice in the night — elevation sickness?

The Tau of Steves: What You Don’t Know Could Fill a Book

Table of Contents

“5”  Steve McQueen (1930 – 1980): “The mind gets stronger in the same way muscles do — through lifting. In today’s case the work includes words and concepts, feelings, puzzles and a few logistical problems too.” Aries

We concluded the three-year examination of how bits of wisdom changed — during the “normal” pre-pandemic year compared to the pandemic year, and more recently to the paradoxically normal year. 

Season Four continues now within domestic and global chaos.

Previously in Season Four, The Disruptively Resilient Year

S4 E34Preconceived Notions Hit the Road for Prescott; S4 E33When Was The Last Time Honesty and Character Counted?; S4 E32A Rudy By Any Other Name Still Smells …  

Related from Season Three, the Paradoxically Normal Year

S3 E35This Ain’t No Zemblanity; S3 E34Why You’re Susceptible to Subliminal Suggestions Like …; S3 E33Do Meaningful Coincidences Really Exist?; S3 E32But, Why Should You Care?  

Related from Season Two, the Pandemic Year

S2 E35Was this Pandemic Year a 1-Off or New Way of Life?; S2 E34Why Is This Kicking Off the 4th Industrial Revolution?; S2 E33What Happens When Your Business Collapses?; S2 E32Trapped and Bored? Or Unleashing a Reinvention Wave? 

Related from Season One, the Normal Year

S1 E35Day 35 of My 1-Year Experiment; S1 E34Day 34 of My 1-Year Experiment; S1 E33Day 33 of My 1-Year Experiment; S1 E32Day 32 of My 1-Year Experiment

Evidence 

Holiday Theme: 

… it’s a fine weekend for hosting. And while a main joy will be the company of others, a side perk is the way you see yourself and your home through the eyes of your guests. Other people are better mirrors than actual mirrors. We are all too familiar with our own visage to properly see ourselves.

We didn’t leave much room in our schedule for a getaway vacation on a roadtrip to Arizona.  First stop, Prescott.  And then a driving tour of Jerome, Cottonwood and Montezuma’s Castle.  Second stop, Sedona.  Then back to southern California in time for  the long delayed remodel or our master bathroom — due to pandemic supply chain disruptions. And finally, hosting the family in honor of Emma the Baroness on Mother’s Day.

Random ones that make me want change my sign.

“5”  Steve McQueen (1930 – 1980): “The mind gets stronger in the same way muscles do — through lifting. In today’s case the work includes words and concepts, feelings, puzzles and a few logistical problems too.” Aries

Wait, did you include memories and connections? And conversations and topics that spark associations that ignite other “spark-able” links to shared moments?

“4”  Steve Winwood, 71; Stevie Wonder, 69; Stephen Colbert, 56: “People are drawn to the comfort of your warmth. You don’t need to fix anyone or provide structure or direction. To offer your acceptance and love will do more than you know.” Taurus

I’m accepting this compliment on behalf of Emma the Baroness, the true recipient, even though I add offbeat dad’s humor good for a laugh or two.

“4”  Steve Howey, 42: “What you’re doing is inherently important. That means whether you make sure everyone knows this, or hide out and act in secret, it’s just as essential. Right now, the work is what matters, not how popular it is.” Cancer

So operating in stealth mode counts?  Mostly with Emma the Baroness’ friends we find we have to avoid conservative’s topics like religious beliefs and political persuasions — although many who voted for him the first time, could stand to do so the second time.

“4”  Steve Aoki, 41; Steven Spielberg, 74: “People concerned with proving their superiority are typically overcompensating for a deep sense of inadequacy. Align with the successful and laid-back types who live like we are all in this together.” Sagittarius

So just how do you accomplish this TauBit of Wisdom graciously.  It seems like at any given moment 45% of us are against them and visa versa.  

Long-Form

    • “Here, Right Matters: An American Story” by Alexander Vindman. “We’d long been confused by the president’s policy of accommodation and appeasement of Russia, the United States’ most pressing major adversary. Russia’s president Vladimir Putin invaded Ukraine, seizing the Crimean Peninsula, attacking its industrial heartland, the Donbass, from the capital, Kyiv. By 2019, little had changed, Russian military and security forces and their proxy separatists continued to occupy the Donbass. The biggest change was to Ukraine’s importance as a bulwark against Russian aggression weeks earlier, the White House had abruptly put a hold on nearly four hundred million dollars.” 
    • David Enrich begins his book with a suicide in “Deutsche Bank Dark Towers: Deutsche Bank, Donald Trump, and an Epic Trail of Destruction” and then meticulously details the bank’s Russian money laundering operations. Deutsche’s Russian business surged after revenues had fallen 50% due to the 2008 financial crisis. Putin’s Russia, poured in to Deutsche from deals it did with VTB Bank, linked to the Kremlin’s intelligence apparatus. Deutsche positioned itself as a crucial cog in “The Laundromat” by doing what couldn’t be done — processing cross-border transactions for banks that were too small  and didn’t have offices outside their home countries.
    • “Unthinkable: Trauma, Truth, and the Trials of American Democracy” by Jamie Raskin recalls one tragedy no parent should endure — the suicide of his son — and then a second tragedy at almost the same time — the insurrection on January 6th 2021, that terrified he and his congressional peers who were tasked by the Constitution to routinely oversee the orderly transfer of power from one former president to the duly elected new President. 
    • “A Warning” by Anonymous (Miles Taylor) written prior to the January 6th Insurrection as an insider’s account documenting how frequently the former President’s behavior and rage without any “guard rails” showed just how far he would go to win the next election at any cost while spinning lies and misinformation on top of each other.  
    • “Peril” by Bob Woodward and Robert Costa provides anecdotes, stories and inside reporting documenting the controversial last days of Donald Trump’s presidency, as well as the presidential transition and early presidency of Joe Biden. 
    • “Devil’s Bargain: Steve Bannon, Donald Trump, and the Nationalist Uprising,” by Joshua Green tracks the money behind the scenes leading up to the 2016 presidential election and the growing influence of Steve Bannon’s network of extreme nationalists.

Image Credit: Wikimedia Commons

Inspired by Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

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S2 E94 — Sustained Growth: Slicing Turnover and Grooming Experts

We cut the time in half, identified the regional gurus who made sense out of clunky technology, turned them into trainers and mentors, and switched face-to-face time from classroom to practice session.

“5”  Steve Greene, 34; Steve Guttenberg, 61; Stephen King,72:Study past successes and failures for the keys to victory. To skip the research phase of a project is to waste time, as there is no use in repeating what didn’t work before.” Virgo

Hi and welcome to Sunday’s Episode 94 in Season 2 of  “My Pandemic Year Natural Experiment” on this 9th day of August in the summer of 2020.  

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E93Who It Takes to Keep Growth at It’s Peak; S2 E92Herding Cats Towards a Tornado; S2 E91How to Master Rapid Growth Without Gifting Your Competitors

Related from Season One, the Normal Year

S1 E94Wasn’t There a Movie about the Tau of Steve?; S1 E93Why is it easier to Hate than to Love the other Half?; S1 E92Shh … Secrets Husbands Keep to Ourselves; S1 E91If that, then this … ? The daily double?

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In previous episodes we described Start Up, Emerging Growth, Rapid Growth and Sustained Growth stages.  But, each with the emphasis on how a specific stage provides another better fit opportunity for one or more of 16 Talent Profiles.

110 Analytical Specialists in the Sustained Growth Stage

Image Credit: Stephen G. Howard  Copyright 2020

Let’s explore what it’s like behind the scenes working in a Sustained Growth company.  We’ll break it down into two parts. 

Part One describes the trials and tribulations working in an electronic distribution company.  Our next episode focuses on the growing pains and challenges of a disk-drive technology company in Part Two. Both in their own unique ways recruited Analytical Specialists to join their talent cultures.

Third Growth Stage for 110 Analytical Specialists

Image Credit: Stephen G. Howard  Copyright 2020

Part One

12. Director Electronics Distribution Company 

Professionalize to Stabilize 

They were described as a Wild West sales organization in their early days — as in anything goes as long as you get the sale.  

They grew from a local to a regional player during their emerging and rapid growth stages across the Western United States with ambitions to grow nationally and then internationally.

International Aspirations

They ran into complications with the technology required to translate currencies for product ordering.  Instead the acquirer from Europe already had systems in place. 

I seriously misjudged the “technology” component, because I discovered after the first 90-days it was less about innovating and more about sales.

Maturing Business Model 

Sure they valued affiliation and speed, but they really weren’t creating new knowledge in the sense I craved.  

Their business model placed them in the middle of technology manufacturers which needed to extend their sales volume and technology companies which sourced components from manufacturers that would work,  could be trusted, and then could be bought in volume to match expected market explosions.

As a middle player, they needed to “lock up” exclusive franchise agreements with the best known manufacturers while at the same time add to their capabilities with ties to second tier manufacturers which specialized in emerging new technologies.

Keeping a Pulse on Emerging Markets

It took resourceful 105 EEMA Marketing Athletes in technical sales capacities to meet with their customer technology companies (often Paradoxy-Morons) and offer technology support, feasibility assessments and establish sales distribution channels. 

They provided the missing marketing infrastructure working directly with their (potential) customer’s  103 PMCI Commercial Innovators with limited resources.

It was their job to intimately understand new disruptive innovations of their customers and propose how to take them to market in a way that leapfrogs established industry leaders.  Or, they establish new markets.

Pinch Points

The pinch points showed up between inside and outside sales efforts. In isolated sales offices throughout the region inside sales people fielded calls from customers, from their own technical sales people and from clients wanting to know prices, terms, discounts, availability for parts and components.  

The answers remained buried in manufacturers manuals.  And, of course SKUs didn’t match and the technology conversion hadn’t made things better and easier.  In fact inside sales people turned over at an alarming pace.

Consequences of Not Mastering Growth Crises

Image Credit: Stephen G. Howard  Copyright 2020

From High Turnover to Time to Mastery

My initial success happened when my team streamlined what had been a two week training conference for all new hires.

Wyle planned to grow in a cutthroat industry.  

When you’re on the hook to orient new internal sales and external sales people, you need to reference how great the opportunity is now and will be or else you experience high turnover rates.  

Which is what they already had.  If you fly in new hires from the field offices, pay for their hotel and food, while they endure the blah blah blah of their new company’s history over the course of two weeks, the costs keep climbing when those new hires figure enough out to say adios.  

But, that wasn’t the half of it.

We cut the time in half, identified the regional gurus who made sense out of clunky technology, turned them into trainers and mentors, and switched face-to-face time from classroom to practice session.

Experts in the Field, But Not at Each Office

We cut down the two week orientation process in half, we put a lot of nice-to-know stuff online, and focused on practice — sales calls, how to use the computer system, where to find tips and tricks, and we identified the best people in the field offices who knew how to get things done.  They taught and they became ongoing mentors.  

It was so successful that we created a problem when people, who had been hired a year ago, said they didn’t know the stuff the rookies had just learned.  And the mentors loved the recognition.

Professionalizing Human Resources with Specialists

The Vice President of Human Resources, my boss,  and I held several meetings once I signed on. He introduced the other HR people in compensation, recruiting and general administration.  He told me about where the regional offices were located.  How the distribution company operated.  

Kind of the typical onboarding stuff you’d expect.  

But not the one key bit of information — the strategy going forward.  I always determine how much leeway I have when I’m brought in to start up another training and organizational development department.

Neither the CEO nor the Chief Operating Officer told him.  They said he didn’t need to know.  Which meant, the whole Human Resources function he headed up was only transactional.

Closely Held Plans

Wyle planned to not only expand from the western region to become a national player, they figured if they represent the Motorolas and the Intels and all the tech manufacturers who need to grow their sale efforts, why not represent them in Europe?  

But two things operating in the background accounted for their top secret strategy.

The first turned out to be sad.  Our CEO suffered from a moderate form of multiple sclerosis and his symptoms started to show.  

The second resulted in attempts to acquire a European distribution company who also exclusively represented the Motorolas and Intels and all the tech manufacturers on their continent.

Instead we were acquired by Rabb Karcher — the European distributor. It boiled down to technology.  Rabb Karcher solved the language problems and the currency problems and operated at a much higher, what I would call organizational intelligence level.  

They mastered all the challenges Wyle hadn’t as they tried to grow nationally.  Rabb Karcher already had and they operated cross-borders.  So they were able to describe a more compelling case to the manufactures that both companies represented.

After the CEO Stepped Down

Karcher did have a much smaller distribution company with limited “manufacturing franchises” in the US.  It was located in San Diego.

The president moved into our Irvine headquarters.  To tell you the truth I thought he was better than the old regime — younger, and he had survived Raab Karcher’s management pressures in the US.  

Oh, and the inside sales and outside sales representatives loved the fact that he came up through the sales organization.

Sales Suffered from Delayed Marketing Communications

Wyle’s marketing function didn’t inform sales of their discounted offerings.  If they did, it was an afterthought.  

Let’s say one of your current or potential customers — an engineering company — operated at an accelerated pace and needed parts like yesterday.

Their purchasing rep gives you a call.  And, they tell you the specifications they need.  Normally, you’d compare potential manufacturers you represent to give them the best deal, then you give them the quote. 

And they tell you that couldn’t be accurate, because they heard you were running a special price that you didn’t know about.

Corporate Communications 

Even before the acquisition in the rapid growth period people in the field felt under trained and out of the loop.

The COO did the “Joe Show” on video and sent it to the regional offices. I brought in crazy creative Dave, from my Unisys days, who had been consulting in corporate communications.  

We expanded the content to include people we asked the offices to identify for the next edition and we highlighted some of the mentors.  So both things reinforced each other.

Recruiting Overlooked Sales Engineers

The joke told internally was “How do you tell who’s an engineer at a party?  They’re the ones looking at their shoes.  How do you tell who’s the sales engineer? They’re looking at your shoes.”

Let me set the scene — we, mostly they, interviewed successful sales engineers and discovered they weren’t the best and brightest of their classes in engineering schools.

So they were overlooked when all the other recruiters came on campus.  

Actually the campaign focused on socially-adept engineering students.  If they were in a fraternity or sorority, that was good.  If they happened to be the rush chair person that was better.  We simply invited them for pizza and beer when the recruiting team hit campus.  The team passed out a comic-graphic filled story about Wyle and why they could shine as a sales engineer.

We learned  they just had to know enough technical jargon to nod and turn the closing back to the sales people.

The graphic comic didn’t sit well with Wyle’s top dogs, and by then I could see the merger writing on the wall.  In fact, I always wished I recorded the announcement from the CEO circulated over group voicemail.

He announced the Rabb Karcher acquisition and his plans to step down, but also insisted it was all in Wyle’s best interests and nobody would be laid off.

Yeah, right.

Next up, Part Two when I describe how the heavy resistance to transitioning to continuous improvement with its emphasis on statistics was a lot tougher sale than I imagined.

Summary        

Growth Stage Key Success Factor Leading to a Crisis New Success Key
Start Up Loosen  Leadership Tighten
Emerging Tighten Functional Loosen
Rapid Loosen  Autonomy Tighten
Sustained Tighten Repetition Loosen

Image Credit: Stephen G. Howard  Copyright 2020

Evidence

“4”  Steve Zahn, 51:When you are doing it your way, unselfconsciously and unapologetically yourself, you have no competition. No one can be you better than you can be you. Scorpio

I’m pretty sure this is the definition of being in the flow — peak performing as an athlete or musician or in any creative endeavor.

Random ones that make me want change my sign. 

“4”  Steve Howey, 42:You’ll find yourself mentally weaving an alternate version of things. Not all fantasy is escape. Sometimes it’s a creative way of understanding reality.” Cancer

My mind houses a flaw which causes me to search for the pun in what I read and a humorous alternative of what just came out in conversation.

“3”  Steve Carrell, 57; Steve Martin, 74; Steve Wozniak, 69: The guitarist can’t play with silk gloves on. Friction is what vibrates those strings. Don’t be afraid to dig into life with your nails. This day is waiting for you to give it a rhythm and sound.” Leo

Sure.  Friction and vibration.  Rhythm and sound, hmm … let me incubate for awhile on this TauBit of Wisdom.

“5”  Steve Greene, 34; Steve Guttenberg, 61; Stephen King,72:Study past successes and failures for the keys to victory. To skip the research phase of a project is to waste time, as there is no use in repeating what didn’t work before.” Virgo

Here’s my twist — do the 180 degree opposite as you pass through organizational growth transitions. 

“4”  Steve Kerr, 54:You were not born with a serene air of confidence, rather the aura is well-earned through the extensive planning and preparation you do long before the moment of truth is upon you.” Libra

Thanks for noticing.  Every time I scheduled a workshop to teach Executive MBA students, I finalized my materials days ahead of time, and practiced and practiced and practiced at least 5 times.  What I noticed was how easy it became to add nuance and humor throughout my delivery.

“3”  Steve Harvey, 62:People become associated with that of which they speak. You are drawn to intriguing facts, stories of warmth and kindness and descriptions of beauty. No wonder people feel elevated around you.”  Capricorn

Sure, that’s me alright. But during this pandemic can I really stake this claim for today?

“4”  Steve Jobs, (1955 – 2011): You’ll absorb some enthusiasm as you find yourself with bright, curious and passionate people. What you may not realize is how much you are rubbing off on them, too, in a very positive way.” Pisces

Maybe not today, but I’m reminded of positions and consulting assignments during which I had to pinch myself, because how wonderful it was to “play” with others.

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4636 to 4733.

Foresight

Quality-of-Life

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip

S2 E93 — Who It Takes to Keep Growth at It’s Peak

They’re early adopters of “academic” methods, certifications, standards and proven practices for solving complex problems. So, they open the door to more fact-based approaches critical for Sustained Growth.

“5”  Steve Kerr, 54:Most of the people around you now are making assessments within a narrow scope of understanding. Do not fear their disapproval and neither should you thrill to their approval.” Libra

Hi and welcome to Saturday’s Episode 93 in Season 2 of  “My Pandemic Year Natural Experiment” on this 8th day of August in the summer of 2020.  

 

“The Tau of Steves: What You Don’t Know Could Fill a Book”

Table of Contents

Season One and Two are a two-year examination of how bits of wisdom changed during the “normal” pre-pandemic and then in this unfolding pandemic year.

Previously in Season Two, the Pandemic Year

S2 E92Herding Cats Towards a Tornado; S2 E91How to Master Rapid Growth Without Gifting Your Competitors; S2 E90How Many Road Warriors Does It Take to Fuel Our Growth?

Related from Season One, the Normal Year

S1 E93Why is it easier to Hate than to Love the other Half?; S1 E92Shh … Secrets Husbands Keep to Ourselves; S1 E91If that, then this … ? The daily double?; S1 E90Day 90 of My 1-Year Natural Experiment;

Context

This is a continuation of “Volume Two Manuscript — WorkFit” a work-in-progress.

In a previous episode I summarized everything you need to know about four basic organizations to stack the odds in your favor when shopping around for your next job opportunity.  

Organization Type

16 Talent Profiles by Organization Type

Image Credit: Stephen G. Howard  Copyright 2020

As a Sustaining-Associates Organization Type, my military experience (in the “3.  US Army — Worse Fit”) thrived with 111 SAAT Agile Tiger Teams and 112 SALS Loyal Survivalists primarily with 110 SAAS Analytical Specialists in administrative and headquarters functions.

The first two private companies (6. Vocational Rehabilitation Services — Worse Fit) that hired me as a specialist had spun out of insurance companies — filled with 112 SALS Loyal Survivalists and 110 SAAS Analytical Specialists.

Four Talent Profiles Attracted to Sustaining-Associate Organizations

Image Credit: Stephen G. Howard  Copyright 2020

Growth Stage

Neither organizations could primarily be described as being in their Sustained Growth  phase.  If they were, then they’d entice  110 Analytical Specialists to join 111 SAAT Agile Tiger Teams and 112 SALS Loyal Survivalists from the Rapid Growth Stage which would insure all that hard work from Start Up to Emerging Growth to Rapid Growth continues.  

110 Analytical Specialists in the Sustained Growth Stage

Image Credit: Stephen G. Howard  Copyright 2020

You may recall, while their degree of orientation to affiliation is medium, they favor high in degrees of improvement (of past innovations) and of mastery.  They bring with them a professional background — usually with certifications, association standards, or specialized degrees.

You may also remember that a worse fit for them is in Paradoxy-Moron organizations with talent cultures that thrive on disruptive innovation, speed and independence.

Third Growth Stage for 110 Analytical Specialists

Image Credit: Stephen G. Howard  Copyright 2020

The 110 Analytical Specialists are more loyal to the organization as a whole rather than to a leader or team. They’re eager to take on promotions that require them to specialize.and inject professional traditions into the organization. 

They’re early adopters of “academic” methods, certifications, standards and proven practices for solving complex problems. So, they open the door to more fact-based approaches. 

But there’s a dark side in some cultures, because 110 Analytical Specialists are often seen as internal enemies by 111 Agile Tiger Teams. 

Why?

Rightly or wrongly they’re seen as wanting to take away the people element and the need to address special situations out of the equation for success.

Which we’ll discuss in our next episode.

Evidence

“3”  Steve Zahn, 51:There is nothing wrong with pleasure or pain but living according to what feels good or bad is a precarious way to go. To live by an ideal is to do what it takes to uphold that ideal regardless of how it feels.” Scorpio

Wow, I feel my limited understanding prevents me from grasping the meaning.  

Random ones that make me want change my sign. 

“3”  Steve Winwood, 71; Stevie Wonder, 69; Stephen Colbert, 56: “If you’re still making excuses, then it’s time to ask for real: Do you want it, or do you just want to feel like you want it? Happiness will follow your honest answer to this question.” Taurus 

Am I still making excuses?  I can’t think of any today.  But, if I’m later reminded — seems like this is good advice to follow.

“4”  Steve Smith, 30: “People are often kept on a righteous road by the threat of unhappy consequences associated with straying from the path. It’s fine, but not as ideal as choosing a path because it’s where you want to be.” Gemini

I first read this as “… threat of unhappy consequences associated with straying from the past.”  Of course now after reading it three times it makes better sense.  Anything is one of a million paths.  Therefore you must always keep in mind that a path is only a path; If you feel you should not follow it, you must not stay with it under any conditions.” Carlos Canstenda

“4”  Steve Carrell, 57; Steve Martin, 74; Steve Wozniak, 69: You are like a candle that can light dozens, or even hundreds, more candles, giving them the gift of fire and light without diminishing anything that is yours.” Leo

I receive this with all humility, especially since today this ain’t no TauBit for me and I swiped it before they had a chance to bask in its glory.

“5”  Steve Kerr, 54:Most of the people around you now are making assessments within a narrow scope of understanding. Do not fear their disapproval and neither should you thrill to their approval.” Libra

Look if my MBTI holds any weight, then I’m an introvert on most days — an innie.  And being a 113 Idea Packager aka INTP equates into about the 5% range of commonality.  In other words 95% of introverts don’t share the same orientation to life and work.  Doesn’t represent a narrow scope of understanding of me?

“4”  Steve Aoki, 41:Things will go undiscussed and maybe this is for the best. Words will have a way of reducing an experience. Besides, it is too soon to define and name all that’s going on.” Sagittarius

Now this one is a little eery. Does this mean stop talking to myself and just experience directly?  Feel don’t categorize?  Pure artistic expression?!

“3”  Steve Nash, 45:You question not only your actions but also your interpretation of those actions, and it is in your honest response to this deeper level of inquiry honesty that you will find freedom.” Aquarius 

Wow, I really didn’t see the ending twist … you will find freedom.  I gotta tell you it feels like a case of analysis-paralysis in the set up,  Just not as relevant for me today.

What’s Going On

Literally Bottled and Set Adrift from KnowWhere Atoll 

    • @knowlabs followers of one or more of my 35 digital magazines organically grew from 4516 to 4636.

Foresight

Quality-of-Life

Long-Form

    • Saw the movie, didn’t realize that one of my favorite authors, Michael Connelly — his detective Hieronymus (Harry) Bosch book series and Amazon Prime series — also wrote, “The Lincoln Lawyer” which I just finished. Gotta tell you I can’t not see his lead character (Mickey Haller, Bosch’s half brother) as anyone else but Matthew McConaughey. 

Image Credit: Wikimedia Commons

Inspired by: Holiday Mathis – Creators Syndicate

CENTER FOR KNOWLEDGE CREATION AND INNOVATION

The Knowledge Path | Know Laboratories | Knowledge Banking | Knowledge ATMs | Western Skies and Island Currents | Best West Road Trip