Changing the conversation

Changing the conversation

One of the key challenges many companies have to face when deploying social collaboration and KM platforms is facing the new realism of becoming ‘stewards’ rather than ‘moderators’ of the environment. Rather than monitoring behaviours, those responsible for stewardship of the platform (whether Enterprise or local community managers) need to understand how to influence rather than control behaviours (comments).

Removing and banning members is the last straw and will also certainly lose any goodwill in changing behaviours in an organisations that have attempted to spread a collaborative culture whilst dealing with legacies of failed online forums or procedures that conflict with a desire to get people collaborating.

You can influence what people say (more possible than most realise) and there are several methods to achieve this. The most common is to showcase the behaviour you want. People broadly do what they see others doing. If they see petty fights, personal attacks, and more they’re going to engage in them. If they see thoughtful, constructive, debates they’re more likely to participate in them.

You can indoctrinate members by recruiting advocates that understand and embrace the philosophy and ‘culture’ of the community and are willing to influence others as they join. Third, easiest, is to prime behaviour immediately prior to posting comments through stage management. This works well in the conceptual and embryonic stages but you need the advocates to eventually perform this as part of their ‘community duties’.

One good piece of collateral its worth producing is a guide for ‘managers’ to ‘deal with conversations’. These are some good community guidelines on how to deal with certain behaviours and how to respond. At one of my clients we developed a 7 step guide to dealing with ‘risky’ conversations that was sent to many of the ‘manager’ grades and developed a group for managers to seek guidance and support in dealing with issues. Coaching internal communicators is also key as they begin to see the possibilities and the dangers of very reactive platforms.

I’ll be eager to garner any insights from members what collateral has been produced to help companies deal with the changing conversational behaviours within companies that have deployed platforms such as Yammer?

Stick to the recipe for Enterprise Social Software success

Stick to the recipe for Enterprise Social Software success

When I look at reasons given by organisations for the failure of their Enterprise Social Software project to deliver any success or value (whether this is adoption or return on investment or engagement) I still hear the same issues around poor adoption, cultural issues specific to the organisation, change management, alignment to business needs etc. You could date stamp this as ‘2010’ and the issues haven’t changed.

It still amazes me that in 2015 organisations are struggling to get value from social software despite a reliable ‘recipe’ now being known.

All consultancies both large and small have a framework which is pitched to potential clients that will deliver various degrees of success – but success nevertheless.

Every software vendor has similar material that it will tell clients prior to any adoption programme how to get success (actually an interesting exercise would be to look at how the vendors have changed their ‘tune’ from 2008 onwards by looking at how their client adoption material has changed from ‘just plug it in’ to more strategic thinking).

I would also suggest that the vast majority of organisations that deploy Enterprise Social Software have an understanding or at least an awareness of what needs to be done – and I speak from a perspective or having sat on both sides of the table (industry and consultancy) and I would estimate that 90% plus of people I have dealt understand this.

But despite all this material a large majority of organisations appear to ignore the recipe.

I’m trying to find a simple analogy to compare this with so let’s try cooking.

If I were a chef (the ‘sponsor’ of the deployment) and I wanted to make a paella (deploying the tool) and I have a known recipe on how to make paella (the vendors material, consultants material, freely available material online etc.); then why do I think my paella will turn out fine if I refuse to use some key ingredients like the correct rice, saffron, paprika, wine etc. (change management, governance, use cases etc.)?

Some may be down to cost; some may be lack of knowledge – but wouldn’t you look at the recipe before you start!; some may be down to stubbornness (you deployed other tools before and your way has always worked) but I believe in many cases it’s down to the simple fact that most sponsors are purely concerned with plugging it and making sure it works from a technical perspective – and not appraised on the engagement or value it brings. No different to a chef not being appraised on how good the paella is but the fact they have served up a plate of rice that is dressed up as paella but has none of the taste.

Unless the success criteria is driven by engagement and value – which often happens a number of months into the adoption phase then organisations will continue to cite the same issues with their Enterprise Social Software.

The vendors realised their business model needs to change – not so much about selling licences every 5 years but seeing their software being adopted, adapted to working ways and providing value.

Few areas of an organisation focus on how engaged their workforce is with the ‘service’ provided but this will change. It will eventually filter down to project teams that are built to deploy social software.

In my ideal future world deployments will focus on behavioural change rather than just technology change in order for social software to be a success.

A project team for future deployments will have a very different line-up. The focus won’t be around IT Project Managers or business analysts but instead recruit business psychologists, community developers and social network analysts to ensure social software success.

The sound of social

The sound of social

Summer is upon us and I’ve been spending time reading through some of my notes of the various interviews I have conducted over the last 12 months in relation to collaboration tools and enterprise social networks.

I have interviewed over 250 ‘non-IT’ business users / advocates / leaders / stakeholders that have been introduced to new or upgraded collaboration platforms (O365, Jive, Chatter, Fuse, Yammer – the platform doesn’t really matter in relation to this article) and have found many of the comments follow a familiar pattern on the main issues which I believe companies still face in making a success of collaborative tools.

I should stress the issues may not be with the technology but a company’s ability to provide the appropriate implementation and change management support to assist participants in the adoption and utilisation of these tools.

I loved the work of Studs Terkel (just let the interviewee tell the story and don’t try to over complicate the message) so in the style of his oral histories here is the current story of 2015 directly from the mouth of a few participants faced with new technologies:

Making users feel safe

 “People wouldn’t have felt safe putting certain information on the site. Few understood the privacy settings and people are generally worried who can see what within the company. Leadership need to support and validate it before it gets used.”

“There is a hierarchy within the company and people generally would not follow or respond to comments by someone who is senior. It may be shyness or maybe culturally the way we have done things but we have to face this fact.”

“The most obvious element that is missing is the ability to make people feel safe. Networking with people in this company means putting your head above the water margin. It’s not something we do and we need a heavy support programme to show us how it’s done.”

Integrate into how people work

 The problem is that this isn’t “how we work” currently, it isn’t natural for people to use the tool and so the potential couldn’t be realized in this short time period. I think that if everyone was signed into the tool and they were encouraged to use it, it would be incredibly valuable.”

“I found the tool somewhat complicated if I’m being totally honest. Not being immediately able to find what I wanted or know how to do something made me slightly reluctant to use the tool regularly and left me frustrated.”

“It does feel a little bit like you are bombarded with reminders that someone has posted.”

“I did feel that some of the posts from individuals were not entirely appropriate for a company website and were more suited to Facebook. For example when someone is having a bad day and venting via their updates. I personally feel this is not something that you necessarily should be sharing with work colleagues and is best saved for a private social media page.”

This tool will be useful only if it replaces other tools. We get too much information and there’s not enough time in the day to process it all.

“Just more clutter which distracts me from my busy day.”

“During busy periods when colleagues are required to pull together and resolve issues against a deadline, I do not appreciate updates and activity streams bombarding my screen – which does not directly help with the matter in hand. Filter failure or not it is distracting.”

“The mobile app is just a tool for viewing the chit chat or direct messages so its functions are useless for me.”

“Unfortunately for me personally this is just another tool in an already overcrowded environment.”

 Governance and linkage with other channels

“If corporate messages were put on the collaboration platform it may devalue the message. People see the intranet as the official source of information.”

“Go where the people want to go. Don’t force people to choose between one and another. Intranet and ‘social’ need to be integrated.”

“I believe a ‘technology first’ approach has been taken by the tool. There has been poor implementation and communication planning. I just don’t know what to do with it.”

” The intranet is the backbone of the organisation structure. The social channel is the living parts of the organisation. Like skeleton and flesh. We need integration but not replacement. We also have other communication channels. I need easy to follow and seamless integration of content across the platforms.”

“It lacks the credibility of an official channel like the intranet.”

“We need to build trust on the channel. Some people trust it, others don’t.”

“On the platform everyone is an amateur. The intranet site is professional. If the social channel had more professional news and articles it may add more value.”

“There is concern over governance – my department on the social site has a page with outdated documents and people are discussing content within the document. I spoke to the intranet team and they didn’t have time to deal with content on the social platform as its run by a different team.”

“If management make an announcement and it is not on the intranet people may have issues. The expectation is it should be on there and not a social platform. It just doesn’t have that credibility.”

“I’ve not been on the social tool much. I wasted time looking at groups and communities of no relevance. It needs more governance. Too many groups now have details out of date – it’s getting worse than the intranet.”

“I’m frustrated by governance, or a lack of it. Imagery doesn’t look like the official brand. Too many sites are being setup and it’s becoming a mess.”

“I’m now seeing duplication with the intranet.”

“It’s not an official channel and it’s painful to find information.”

 Lessons learnt

 There are simply lessons that companies still fail to understand. To make these platforms a success you need to:

  • Have a strategy (business, content and knowledge)
  • Understand how the platform needs to integrate with intranet, document management, metadata, enterprise search and other channels
  • You need to do the ground work of business analysis, use cases and understand how people work. Ensure you understand what success is – and it can’t just be adoption.
  • Start small with good use cases that provide quick wins and have a supported phased approach to implementation. Volume brings value.
  • Provide the physical support – community management, advocacy, coaching and leadership support.

In essence enable the organisation, enable the technology and most importantly enable the people.

Avoid the usual suspects

Transformation programmes are changing dramatically in the digital age.

The main theme of traditional deployments of tools was that change programmes were slow (cascaded from the top, filtering slowly down), soloed (by geographies, levels and departments) and exclusive (owned by leaders and nominated change agents).

In the digital era change is now fast-paced (focused on habit-forming to kick-start new behaviours), focused around behaviours not technology and inclusive (allows everyone’s input to be seen and for social learning to happen).

One of the key changes is the advocacy network that can be built. Forget reaching out to management and asking for the ‘usual suspects’ – the same folk that get volunteered for most change programmes. Use digital and networking technologies to create a broad number of advocates.

It doesn’t matter about the time commitment. Ask then to do what they can when they can. In the digital age getting volume at the ground level is important. Avoid traditional messages on the intranet and focus on getting role models, word of mouth and great use cases. This will spread the transformation far quicker than going through traditional and failing channels.

It’s more than just the coaching

At my current client we are running a series of ‘beginners guide’ coaching sessions for those that are new to business networking platforms.

We run through the basic concept of using a networking site, the importance of your profiles, how to use the network to get value by following people and groups, etc.

Most platform vendors will claim that little training or coaching is needed as their respective tools are intuitive. But not everyone is on a social network in their personal life and I find some coaching is needed to ensure ‘no one gets left behind’. It’s a common approach, particular from IT departments that run these projects.

But the challenge does not end there. Just because someone now knows how to do something doesn’t automatically mean they will begin using it.

We mustn’t confuse ways of imparting knowledge with ways of changing behaviour. To encourage a behaviour we need to generate the best conditions for it to arise and then reinforce it. Merely knowing what you should do is often insufficient to reliably bring the behaviour about and merely knowing doesn’t offer much in the way of reinforcement.

So to support the behavioural change we are also coaching how colleagues can
develop highly engaged communities through some hints and tips around building habit formation as a step to changing behaviour online – some steps you can take to ensure your colleagues begin to regularly participate on the business networking platform.

Coaching participants on how something works is fine but the value comes from coaching on how to develop habits to utilise the capabilities of the network on a regular basis.

Why collaboration fails

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Just a quick brain muse here about why collaboration initiatives fail in organisations. Here’s my take on it:

Organisation Context

  • No collaboration strategy (not technology but business)
    No integration with People agenda
    Seen as an IT deployment. Technical solution before business requirements gathered
    No governance – ‘no one in charge’
    No linkage with other systems (intranet)
    Little ROI identified for the business
    Not replacing existing tools
    No business change framework (approached from a psychological / attitudinal perspective rather than technological)

People Context

  • No guidance on how and what to share in a business context
    No training / coaching (for users and management)
    Fear
    No attention paid to behaviour or culture
    No clarity on ‘what goes where’
    No change management framework
    Left to organic growth
    No communities or networks developed
    No advocacy programme

Please chip in if you feel I’ve left anything out and we can start to build a comprehensive list.

Changing the business model for advocay programmes

It may be confirming the obvious (although not for many companies who just deploy technology and hope for the best) but advocacy programs have significant impact on engagement rates. 

One of the three key findings in the 2014 CR State of Community Management research was that community advocacy and leadership programs are a key element of the most successful communities – they correlate with engagement, ability to measure value and executive participation. These programs require an investment in community management resources and processes to scale from informal programs to structured programs to multi-tiered leadership initiatives. 

​Only 33% of communities without any leadership opportunities are able to measure value – that rate more than doubles to 71% for those with formal advocacy programs. 

One of the key themes (or attitudes as I would like to call it) of a recent business change project team,  involved in putting a large world famous brand into the Cloud (Office 365), was to look at changing the normal business model and, in essence, changing the way we worked. 

An excellent example of this was the way we recruited the advocates (called Heroes) for the programme who would spread the message, coach their colleagues and be general role models in changing the way people worked through using collaborative tools.

The normal approach would have been to reach out to leadership with a request for nominees. If we were lucky we would get the ‘normal suspects’ who would be involved in every other programme and dutifully attend induction and go through the standard actions. This was not a model for us to follow!

Instead we began to practice what we preached and started to use the power of Yammer. With an agreed set of principles and objectives (but no core job description) we by-passed the traditional middle management (general road blockers with this sort of activity) and reached out to active users on Yammer (going where the energy was) to become advocates. These people were already changing the way they worked by using Yammer and we deliberately avoided the traditional ‘floor walkers’ that IT departments would generally use for the role.  It didn’t matter if you were of a management grade or role within a department – we wanted people that had a desire for change rather than a knowledge or technology.

The strategy was to go for numbers. Not dissuade people with a rigid job description or time commitment but giving them a set of principles and objectives and asking them to ‘do what they can, when they can’. The assumption was to have such a large volume of advocates that it didn’t matter if we have gaps in coverage or people away during certain activities – we had the numbers to cover.


We provided a core toolkit and built a coaching programme for them and there were some prescriptive elements around Outlook coaching, but in essence we began using the power of social networking to spread the message and the coaching. Heroes were asked to deal with any permission issues from their management. 

Microsoft challenged us to get 350 advocates for the beginning of the roll-out programme. Within 6 weeks we had over 500 and when I left the project we had over 1200 Heroes (from an initial roll-out audience of 48,000).

Some of the initial success stories include:

Over 400 Heroes attended physical and online Yammer coaching sessions in November with the challenge to recruit colleagues and join a group or discussion in Yammer. From the 8 weeks leading up to Christmas over 1000 new people were joining Yammer each week (with engagement levels at over 50%). 

Volunteers for use cases, testing, focus groups for SharePoint, OneDrive etc were recruited within minutes rather than days or weeks in normal programmes. 

There was some resistance to the ‘social approach’ we took and in some areas we needed to be more prescriptive (interestingly many of these were IT related departments) but the approach got us 90% plus of the advocates we needed. 
 
As the whole campaign was based on behavioural change and new ways of working (not the tools or IT deployment) the intention was not to stand the Heroes down once the roll-out was complete but to use them as a legacy for collaboration (and others projects) within the company.

 

Air cover for the community

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7 step guide to dealing with ‘risky’ conversations ….

1. Have your community guidelines in place. These may be for the whole organisation or a particular set for an explicit community. These are supported by the general social media and overall HR guidelines within the organisation. Managers were asked to refer their members to these guidelines on various occasions when things got ‘tasty.’

2. Send a private message to the individuals or group who may be causing trouble, reminding them of the guidelines.

3. Follow up with another private message if it persists. Also contact advocates of the community and ask them to step in both privately and within the conversation thread.

4. Post a general announcement to the community reminding them of the guidelines

5. Step in as the ‘steward’, point them out in front of the community and explain to the whole community what is wrong. Keep conversation respectful and avoid emotion or being pulled into the conversation

6. Suspend them from the community for a certain period (through a private message)

7. Ban them – there may be some initial noise but make the community aware of what is happening. Transparency is always good.

It’s important to get manager level folk and internal communications onboard with the guidelines and have plenty of process and governance when HR / Risk come knocking asking for conversations to be closed down.

One of my proudest moments around these guidelines (sad I know that I can feel proud around guidelines) was a conversation which ‘suggested’ special treatment for certain people in getting flight upgrades. It also dug up some legacy industrial relations battles between pilots and cabin crew. We were pressured by many in HR to ‘close’ the conversation but we knew that if we did, the whole message around changing to a more collaborative culture would be lost as people would see the same old tactics of the company deleting any items that it didn’t like.

There were comments on the thread asking why the conversation wasn’t being deleted and many on the conversation (now involving hundreds) were waiting for just such an event.

In the past the company stepped in as a ‘parent’ and deleted items before the various groups within the community learnt to deal with the situation themselves. In essence they didn’t have to grow up. But we told various Risk and HR managers that when the participants realised no-one as going to step-in (unless they breached a guideline or company policy) they would need to resolve the matter themselves and progress far quicker than any coaching or manual could teach them. We had reached ‘step 5’ of the guide and with the help of advocates on both sides the conversation started to turn and developed into a beautiful knowing sharing piece around the process of flight upgrades and weight / balance of aircraft etc.

Through later fact finding with internal communications and manager level folk the ‘flight deck friends’ conversation promoted the realisation among many managers that steering and nurturing the conversation and its participants is far better than hitting the ‘delete’ button and losing the audiences desire to share and engage.