Working Smarter With Knowledge

working smarter: An image of a window, a bicycle, and a plant box in front of a yellow wall. On the wall is a quote from Jay Cross:
"Visualize the workflow of a physical job: produce, produce, produce, produce, produce, produce, produce, produce, produce.
Now visualize the workflow of a creative knowledge worker: nothing, nothing, nothing, nothing, flash of brilliance, nothing, nothing, nothing."A shoutout to Harold Jarche for his continuing explorations and advice about working smarter with knowledge. He’s just made available, under a Creative Commons license, his free downloadable field guide for the networked knowledge worker: Working Smarter Field Guide 2020.

All of us require relevant knowledge to work in today’s world. Harold has developed models, frameworks, and practices for creating knowledge management systems that meet our individual unique wants and needs.

“For the past several centuries we have used human labour to do what machines cannot. First the machines caught up with us and surpassed humans with their brute force. Now they are surpassing us with their brute intelligence. There is not much more need for machine-like human work which is routine, standardized, or brute. But certain long-term skills can help us connect with our fellow humans in order to learn and innovate — curiosity, sense-making, cooperation, and novel thinking.”

Harold’s guide covers the value of trusted networks, communities of practice, and increasing insights through informal and social learning. It introduces the concept of Personal Knowledge Management (PKM), and his core sensemaking framework: Seek > Sense > Share. Finally, the guide provides concrete examples of PKM approaches developed by various friends and colleagues.

As an original thinker on these topics, as well as leadership and organizational learning, Harold’s writings have influenced many of my posts over the years. A quick read, his free guide is well worth the download!

Why you should hire curious people

hire curious people: an illustration displaying fifteen icons representing curiosity Why should you hire curious people?

Because the future of work belongs to the neo-generalist.

And neo-generalists are intensely curious.

Here’s Harold Jarche, explaining the importance of generalists:

Wicked problems need neo-generalists
Neo-generalists defy common understanding. They cross boundaries, and some break them. They see patterns before others do. They go against hundreds of years of cultural programming. I doubt this is what most employers in large organizations are looking for. But neo-generalists are necessary today — “It is through the hybridization of and cross-pollination between such disciplines [science & humanities] that we will arrive at solutions for our wicked problems.”
Harold Jarche, change takes time and effort

People who can effectively work on wicked problems — problems that are difficult or impossible to solve because of incomplete, contradictory, and changing requirements that are often difficult to recognize — are in high demand. That’s because such problems involve high stakes and significant organizational or societal consequences. They don’t succumb to the standard problem-solving methods we’ve used for millennia.

An example of the successful curious neo-generalist — me!

If you had told me forty years ago, a freshly minted high-energy particle physics postdoc, that I’d go on to have four additional careers (owner of a solar manufacturing business, computer science professor, independent IT consultant, and meeting designer/facilitator) I wouldn’t have believed you.

I became a physicist because I was intensely curious about how the world works. Physics seemed the most “successful” tool for understanding the world from a scientific perspective.

Yet as I entered the world of research and academia I realized I was also curious about the social and organizational cultures I found there. I grew fascinated by the social dynamics of large research meetings and how national educational models and cultures influenced how people interacted and behaved.

The solar energy company

When I first visited Vermont I became aware of something that I’d unknowingly wanted for a long time. Immigrating to a rural region of the United States meant that I had to give up my multinational research. So at the age of 26, I joined and became an owner of a solar manufacturing company.

The company needed a general manager. I knew nothing about business, but I taught myself bookkeeping and accounting. I began to discover the subtleties of managing employees. Though I didn’t know it at the time, these skills would turn out to be invaluable when I began my consulting career.

While at Solar Alternative, I convened some of the earliest conferences on solar power held in the United States. My curiosity about what else was going on in my professional field at the time would eventually lead me to the meeting design and facilitation work I do today.

Teaching

When I began teaching computer science I had never taught before. (And these were the early days of computer science as a curriculum, so there were no established models on how to teach it!) So I began to teach in the way I had been taught: lecturing with questions. Looking back, I see I was a mediocre teacher for a long time. One day I had to create an impromptu class. So I asked students some questions about privacy and ethical issues and we had a discussion. I was amazed at how much better the class was, and how much more the students got out of it. That’s when I finally started to become curious about better formats for learning than those I’d been taught.

Consulting

While teaching I also started IT consulting, and ten years after entering both worlds I had two full-time jobs. Importantly, I had become a successful IT consultant because I was a neo-generalist in this fast-changing field. (Read the linked post for full details.)

I gave up teaching and dove into the world of IT consulting. Initially, I saw myself as a nerdy provider of tech solutions, but I quickly discovered that people problems were actually at the root of the issues my clients asked me to resolve. Once more, my curiosity caused me to become fascinated by organizational culture and its influence on the effectiveness and healthiness of the organizations I encountered.

Over time I realized I was becoming more interested in people work than science. I was good at technical consulting but felt drawn to working with people.

Meeting design and facilitation

Throughout my teaching and 20+ years of IT consulting, I had continued to convene conferences in the professional and social areas that piqued my interest. How this played out can be read in my various book introductions and opening chapters. My unexpected discovery that peer conference formats could greatly increase the effectiveness of and participant satisfaction at meetings turned into a desire to get the word out to the world about these simple but unknown techniques.

When my first book was published, I was discovered by the meeting industry. Ten years later, I am happy consulting on meeting design and facilitating meetings all over the world. My curiosity and abilities as a neo-generalist have certainly paid off for me!

Hire curious people

Curiosity is a key driver of my voyage of discovery about myself. It has also led to me finding my mission, along with congruent work that I love. All this sprang from being curious.

Although I miss the resources and colleagues available when employed by organizations, I prefer to work alone with the support of a loose and widespread web of connections with resources. However, there are many neo-generalists (most of them I suspect) who prefer to work inside organizations.

I recommend you hire them!

Leadership for meetings

Leadership for meetings: an illustration using a collection of icons representing people meeting, talking in various groups, standing in a line, lecturing, solitary, and puzzledWhat might leadership for meetings look like?

Let’s turn to Harold Jarche for inspiration:

“Those doing the work are often the only ones who really understand the context. Leadership is helping build the structure and then protecting the space to do meaningful work.
Harold Jarche, work in 2018

Build the structure to do meaningful work

Few traditional meetings are built to do meaningful work. Instead, they unconsciously adopt an ancient model: a rote diet of lectures. Conscious meeting design, on the other hand, builds an appropriate structure that supports and leads to defined and desired outcomes, aka meaningful work.

Protect the space to do meaningful work

The old-school status roles baked into traditional meetings minimize useful connection and learning by defining in advance those who have something important to say. This makes it difficult and risky for the audience to share their own expertise and experience for everyone’s benefit.

Asking participants to abide by simple agreements at the start of an event creates a safe environment for learning that makes it easier to risk trying something new. Think of this as protecting the meeting space to do meaningful work.

Conclusion

“Leadership is helping build the structure and then protecting the space to do meaningful work.” When seen through the lens of participant-driven and participation-rich meeting design, I view Harold’s two-part definition as a perfect description of leadership for meetings.

Do your meeting designs truly support participants doing meaningful work? Do you provide leadership for meetings?

The declining influence of leadership positional power in a network society

The declining influence of leadership positional power in a network society: A black and white closeup photograph of the corner of a chessboard. A white King piece is on its side, in front of a black Queen.Almost all organization leaders today wield positional power: the power of a boss to make decisions that affect others. This is unlikely to change soon. However, the growth of the network era, where leaders and workers need to connect outside the workplace in order to stay up-to-date professionally and to be open to new and innovative ideas, is creating a shift away from traditional hierarchical power models.

Positional power

Harold Jarche writes frequently about positional power:

“One major change as we enter the network era is that positional power (based on institutions and hierarchies) may no longer be required to have influence in a network society.”
Harold Jarchethe new networked norm

It’s increasingly possible to have influence these days without being anyone’s boss.

Influence but no authority

As a consultant in various fields for 42 years, this is a familiar world: one where I have influence with a client but less authority than a janitor. Clients are free to ignore my advice. Sometimes they do, but clearly, I have useful influence that typically leads to significant change. (Otherwise, I wouldn’t continue to be hired and — usually 😀 — appreciated.)

Today, far more people work in the gig economy, which has grown in large part because the network era has made it much easier to find and hire specialized services on a just-in-time basis. This development has caused significant disruptions. Two examples are less long-term job security and the weakened ability for workers to advocate for their concerns en masse. However, there’s a positive side.

The network era

The network era is making possible a shift towards decentralized influence and power and away from the dysfunctional features of hierarchical societal and organizational structures that have led to much suffering and misery throughout human history. Today, there’s no reason to pick either positional or network-era power. We can create systems that incorporate the best features of both.

Here’s Harold Jarche again:

“…it is up to all of us to keep working on new structures and systems. This is perhaps the only great work to be done for the next few decades. We have the science and technology to address most of the world’s problems. What we lack are structures that enable transparency and action on behalf of humankind, and not the vested interests of the rich and powerful.”
Harold Jarchechaos and order

This isn’t easy work. When consulting, one of my biggest meeting design challenges is to get the boss’s buy-in. Typically middle management is enthusiastic and onboard. But the most senior decision-maker will occasionally override everyone else in the organization. They make poor design decisions based on obsolete ideas about how people learn and a lack of understanding of how good meeting design can transform communities.

The network era is here, and its effect on power relationships isn’t going away. To improve the relevance and effectiveness of social structures, organizations, and meetings, leaders must understand and accept the potential and value of decentralized influence.

Image attribution: Flickr user thomwoo

Don’t waste valuable meeting time having experts presenting to “learners”

Don't waste valuable meeting time having experts presenting to "learners". A panel from a Calvin and Hobbes cartoon. Calvin is sitting at a school desk saying "THIS IS A BIG, FAT WASTE OF MY TIME!"

Unfortunately, it’s all too easy to waste valuable meeting time.

Ask attendees why they go to meetings and their top two responses are to learn and connect. Remember kids that ask a question, and when you answer it they say “why?”

“Why can’t we go outside?”
“Because it’s raining.
“Why?”
“Well, water’s coming out of the sky.”
“Why?”

So be that annoying kid for a moment and ask: “Why do you want to learn and connect?

If you play enough rounds of the why game, and ignore the unprofessional but possibly truthful answers — for example: “I’m hoping to get to know an attractive colleague better”; “My boss said I had to and I need a pay raise”; “It’s been too long since I ate fresh Maine lobster” — you will find that the core motivation to go to meetings is to change in some useful way. Change how you see things, and, most important, change how you do things: i.e. behavior change.

The dubious value of public speaking

So now we’ve got that out of the way, let’s review what Harold Jarche, a veteran educator in the Canadian Armed Forces and now a leading consultant on workplace learning, has to say about the value of public speaking [emphasis added]:

I do a fair bit of public speaking. But I doubt that much of it has changed anyone’s behaviour. I may have presented some new ideas and sparked some thinking. With a one-hour lecture, you cannot expect more. Yet a lot of our training programs consist of an expert presenting to ‘learners’. Do we really expect behaviour change from this? That would be rather wishful thinking. Learning is a process, not an event.”

To learn a skill or get better at one you have to practice. Deliberate practice with constructive feedback is the key for long-term success.

“I conduct face-to-face workshops as well as online ones. For my on-site sessions, usually 1/2 or a full day, I try to cover the basics and the key concepts. We do a few exercises to get people thinking differently. But I don’t expect significant changes in performance as a result of one day together.”
Harold Jarche, no time, no learning

Like Harold, after years of running meetings and workshops I’ve learned that the likelihood creating permanent valuable behavior change increases as a power of the time spent together. By “together” I don’t mean listening passively to an expert talk. I mean working together as a group to learn new skills and approaches and ways of thinking and practicing with constructive group and expert feedback.

We’ve all heard we should be doing these things to maximize the value of our valuable time together. But very, very few of today’s meetings involve even a smattering of facilitated deliberate practice with constructive feedback.

When you think of all the expensive time we continue to waste doing things we’ve been doing for hundreds of years which we now know don’t work — well, I think tragedy is an accurate description of what routinely passes as a “meeting”.

Change is hard. We now know that social production is the way to maximize learning that leads to significant, valuable, long-term change. At meetings, the instantiations of social production are facilitated workshops run by and/or with content experts. That’s what we should be doing.

Not lectures from experts. Don’t waste valuable meeting time doing that!

What’s better than people augmented by technology at meetings?

What's better than people augmented by technology at meetings? Imasge of Jean-Luc Picard as Locutus of Borg.
There’s a better way to improve meetings than augmenting them with technology. As Finnish management consultant and polymath Esko Kilpi says:

“Human beings augmented by other human beings is more important than human beings augmented by technology” —Esko Kilpi, quoted by Harold Jarche

At face-to-face meetings, we can facilitate relevant connections and learning around participants’ shared just-in-time wants and needs. This is more effective than augmenting an individual’s learning via technology. We maximize learning when:

  • Participants first become aware, collectively and individually, of the room’s wants, needs, and available expertise and experience (i.e. “the smartest person in the room is the room” — David Weinberger, Too Big To Know);
  • We use meeting process that successfully matches participants’ needs and wants with the expertise and experience available; and
  • Time and space are available for the desired learning to take place.

And of course, this approach significantly improves the quantity and quality of relevant connections made by participants during an event.

So the smart choice is to invest in maximizing peer connection and learning. Do this via simple human process rather than elaborate event technology.

I’ve wasted time at many events trying to use apps to connect attendees in some useful way. Even when high-tech approaches use a simple web browser interface, getting 100% participation is difficult due to technical barriers: all attendees must have a digital device readily available with no low batteries or spotty/slow internet access.

Well-facilitated human process has none of these problems. The value of having a facilitator who knows how to do this work far exceeds the cost (which may be zero once you have invested in training staff to fulfill this function).

When push comes to shove, modern events thrive in supportive, participatory environments. Attendees appreciate the ease of making the connections they want and getting the learning they need from the expertise and experience of their peers. Once they’ve experienced what’s possible they rarely enjoy going back to the passive meetings that are still so common.

Yes, we can use technology to augment learning. But the majority of the high-tech event solutions marketed today are inferior and invariably more costly to implement than increasing learning and connection through radically improving what happens between people at our meetings.

Wirearchy not hierarchy

Wirearchy not hierarchy: A photograph of birds on a wire and a lamppost.Wirearchy not hierarchy! Wirearchy? What’s that? Here’s organizational learning consultant Harold Jarche:

If you are convinced that your future workplace should look more like a Wirearchy, (a dynamic two-way flow of power and authority based on, knowledge, trust, credibility, a focus on results; enabled by interconnected people and technology) then the best thing you can do now is prepare.

    • Prepare yourself to be a continuous learner.
    • Prepare yourself and your team/department to work collaboratively.
    • Start narrating your work.
    • Become a knowledge curator and share widely.
    • Engage in professional social networks and communities of practice.
    • Model the behaviours you would like to see in others.

—Harold Jarche: The Revolution Starts Within

These days, this is excellent advice for anyone concerned about job security. As Seth Godin reminds us in a great video: We don’t have a shortage of factory workers anymore.

Furthermore, I believe our conferences should become wirearchies too: places where communication and learning are two-way, where presenters and attendees alike are continuous learners who work collaboratively during the event, and where we engage with our professional community rather than passively sit and listen. I work to model these behaviors—both at the events I organize and those I attend. We’ll all get a lot more out of our events when we practice wirearchy, not hierarchy.

I encourage you to join me.

Photo attribution: Flickr user tanakawho

HT to Chris Corrigan, who informed me that Jon Husband originated the term and the concept of Wirearchy!