Roughly 500 Words On…Embracing Imperfection When Transforming an Organization

This is the final post in a series that will explore a fundamental question: how can a leader be more intentional about connecting company strategy to individual work, individuals to teams, and teams to one another?  If you missed the first four posts on Roughly 500 Words On… you can read them here: https://kaleidoscopeadvisory.com/roughly500words/

Chapter 5: Embracing Imperfection – It will Never be Perfect, but it is Going to be Great

Structure, symmetry, and organization bring me happiness. They give me a sense of control and a feeling of calm. Perhaps this desire has drawn me towards organizational design and strategy: it allows me to bring structure, symmetry, and clarity to something endlessly complex. 

However, much like life, the reality of organizations is that they are ceaselessly dynamic, rarely logical, and never perfect. Those constraints make organizational design and talent strategy so challenging and make them so valuable to organizations.

Throughout the first four posts of this series, we connected the dots between strategy, organizational capabilities, organizational design, and role design. I shared the unconstrained ideal approach to link each of these elements to the business strategy and one another.

But the ideal is not reality. There are (at least) four realities you will need to embrace when transforming your organizational structure or implementing a new talent strategy:

You will need to Fit Some Square Blocks into Some Round Holes – Rarely does one get the opportunity to build an organization from scratch. Generally, the new organization will result from the transformation of an existing organization or the combination of multiple organizations. In reality, there will be talent, process, or technology decisions that are less than ideal given what you want to achieve. The priority here is to identify those things that are either non-negotiable or may have an outsized impact on results and make sure you don’t make trade-offs on those items. 

You will Rarely Have All the Experience and Expertise You Need – As I noted in a previous post, job descriptions are essential but also kind of pointless. We often spend so much time designing the perfect job that we forget that we are hiring imperfect humans with varying strengths and weaknesses. Overlay this with the fact that most changes happen within existing organizations and with incumbent talent. It then becomes clear that you will always be in a transitional period in terms of the skills and expertise you have on hand. That is okay. Use that challenge as an opportunity to develop emerging talent, seek access to a diverse set of outside capabilities, and focus your team’s strengths on clear and achievable priorities.

Non-Structural Components Matter More than you may Realize – Workflow, governance, and technology are the connective tissue that enables effort and outcomes. Some leaders stop at designing the organization and putting names on an org chart. We will dive into this further in the next and final post, but stopping there underestimates the importance of the enabling infrastructure, which is everything necessary to get work done collaboratively and effectively. 

You will Never Be Done – Healthy organizations rarely settle for long. Such uncertainty can be unsettling for some, but getting into a mindset of change and evolution is probably the most important outcome. When leaders and teams expect and embrace a dynamic and constantly evolving organization, they become more agile, open to change, and creative in thinking about what is possible.  

I hope you have enjoyed this series. While there is far more to cover, it would absolutely require a bit more than Roughly 500 Words… So reach out with questions or to further dive into this topic.

-Paul

Roughly 500 Words On…Why Job Descriptions are Vital, but also Kind of Pointless

This is the fifth post in a series that will explore a fundamental question: how can a leader be more intentional about connecting company strategy to individual work, individuals to teams, and teams to one another?  If you missed the first four posts on Roughly 500 Words On… you can read them here: https://kaleidoscopeadvisory.com/roughly500words/

Chapter 4: Designing (but not Over-Designing) Roles – Job Descriptions are Vital, but also Kind of Pointless

Job descriptions. Role profiles. Specs. 

Call them what you want, but these documents are a cornerstone of the talent strategy for most organizations. They help leaders define roles, articulate required qualifications, and determine how to target and hire exceptional talent. Individuals use these same documents to understand their roles, responsibilities, and general performance expectations. 

And yet, if you are reading this, you may have never seen your actual job description. Even if you have, it is unlikely your day-to-day activities look remotely like what was initially written.

So, what’s the point? If created and used in their most basic form, their only real purpose is to provide enough information to attract a candidate and create a basic set of standards for individuals—minimal value.

But if their potential is realized, the oft-overlooked job description becomes the critical link between strategy, organization, and individual, and a tool to help leaders more intentionally and thoughtfully design roles, teams, and organizations. 

To start: let’s go beyond just thinking about them as job descriptions. You must create a document that articulates the job scope, required qualifications, expected outputs, and critical success factors for individuals in the role. That last part is most important: what factors will make someone successful in the role? It isn’t just what they can bring to the role but also how the organization will help them succeed. This includes the reporting relationship, nature of the team, resources available, decision rights, and its integration into the rest of the organization. This level of detail pushes leaders to look beyond the single role and more broadly at how the role fits into the organizational system.

What else must leaders do to create high-impact role designs?

  1. Define the Organizational Outputs and Individual Inputs – Clearly define how the role contributes to the core outputs of the organization. This is the exact point where strategy meets action, so capture it!
  2. Articulate the Success Factors – A college degree, five years of experience, and proficiency with Microsoft Office – these are basic qualifications. The success factors are those unique experiences and capabilities of the individual, along with the resources and design of the organization come together to achieve something great.  Clearly articulate the non-negotiable success factors – both individual and organizational – and make sure they are put into place.
  3. Acknowledge and Even Highlight the Challenges and Unknowns – Exceptional talent wants to solve problems and make a difference. Leaders should also acknowledge that the most important roles have risks and unknowns and need to be thoughtfully considered and designed for individuals to succeed.
  4. Keep it Simple – It is difficult to predict how an organization or the asks of its people will evolve. It is even more challenging to predict how an exceptional talent will make the position more vital and impactful than designed. So don’t try. Keep it simple. Focus on the fundamental skills required and the success factors necessary and trust the foundation you created.

If done well, these documents won’t just end up filed in a dusty folder after a hire is made. They will become the lodestar, by which individuals, teams, and leaders understand their purpose, expectations, performance, and opportunity.  

Over the course of the first four posts, we connected the dots between strategy, organizational capabilities, operating model and organizational design, and role design. In the penultimate post of this series, we will turn our attention towards making tough decisions as changes to any one of those mentioned above are made. We will then look at many other critical factors beyond organization and talent necessary to bring exceptional organizations to life.

Until then, please let me know your thoughts on this series or if you want me to go into further detail on this topic or others. 

-Paul

Roughly 500 Words On…We are all Cogs in the Machine, and it is Incredible!

This is the fourth post in a series that will explore a fundamental question: how can a leader be more intentional about connecting company strategy to individual work, individuals to teams, and teams to one another?  If you missed the first three posts on Roughly 500 Words On… you can read them here: https://kaleidoscopeadvisory.com/roughly500words/

Chapter 3: Differentiating Between an Operating Model and Organizational Design We are all Cogs in the Machine, and it is Incredible!

A common and cynical refrain for many in the working world is that we are all just cogs in the machine. This refrain elicits a vision of a vast machine where workers slowly and agonizingly grind away and play a small and relatively inconsequential role in making some anonymous machine work. Nobody knows what that machine produces, but workers continually churn on mindlessly, lacking autonomy and fulfillment.

It’s an exceedingly bleak view of the world. But what if there is a far more compelling interpretation? 

What if each cog is so finely machined to make it unique and irreplaceable? And each cog is precisely placed alongside other cogs to make up a critical component of the vast machine? And that machine has been imagined, designed, engineered, and assembled to be able to do something extraordinary (like create perfect banana splits)? Each cog in that vast machine is incredible if that is the case. That machine and those cogs: that is what leaders can create.

In the last post, we talked about organizational and individual capabilities. At a macro level, these are the outputs – the key things an organization needs to do – and the inputs – the key things individuals do to enable the outputs. But now, we need to be more thoughtful about organizing those capabilities. 

Leaders and managers often jump straight to organizational design: who are my people, their reporting lines, and the management structure? While essential, it doesn’t consider the intersection between strategy, capabilities, and structure, and its orientation towards customers or external partners. That consideration, building the proverbial machine, is an organization’s operating model. 

Simply, an operating model is the broad organization of a company’s capabilities to enable a strategy. If we return to our orchestra analogy, the orchestra’s operating model informs the arrangement of each section of instruments before the conductor and audience. For an orchestra, its operating model balances each delicate sound and creates its macrostructure, within which each section and individual is organized. All of this is tuned and harmonized to ensure the sound is perfect for the audience. 

Returning to a company’s operating model, leaders must thoughtfully arrange an organization’s capabilities to optimize how it interacts externally with customers and partners, and internally across functions and teams. Leaders must also determine how to thoughtfully introduce processes, technology, and governance to make the whole system work. Once an operating model is in place, leaders can focus on organizational design, roles, and people to make the operating model come to life and ultimately enable the strategy. Only then should leaders focus their attention on roles, reporting lines, sizing, and span of control.  

So, where to start? Every leader should consider a few questions when thinking about her organization’s operating model:

  1. External Orientation: How am I orienting my organization to my market, customers, or external partners? What are the critical connection or integration points?
  2. Internal Interaction: Which distinct organizational capabilities do I need to come together to collaborate effectively, solve problems, and create solutions? 
  3. Connective Tissue: What processes, technologies, or governance will I need to encourage and manage my external and internal interactions?  
  4. Risk Management: Where are the most critical connections or the riskiest failure points in the system? How will I reinforce those through structure, process, or governance?

So far, we have connected the dots between strategy, organizational outputs, and company structure. The next post will focus on individual role design, the critical link between an organization’s outputs and the required individual effort and inputs.

Until then, please let me know your thoughts on this series or topics you would like me to cover in the future. 

-Paul

Roughly 500 Words On…Who Actually Makes the Doughnuts?

This is the second post in a series that will explore a fundamental question: how can a leader be more intentional about connecting company strategy to individual work, individuals to teams, and teams to one another?  If you missed the first two posts on Roughly 500 Words On… you can read them here: https://kaleidoscopeadvisory.com/roughly500words/

Chapter 2: Organizational Capabilities versus Individual CapabilitiesOrganizations Don’t Do Things; People Do things and that Matters

We talk about organizations as singular beings capable of developing X or manufacturing Z. But why? Microsoft makes software, except it doesn’t. Merck discovers cutting-edge therapies, except it doesn’t. Dunkin’ makes doughnuts, except, again, it doesn’t. People do those things. People write the code, discover and manufacture the pharmaceuticals, and make the doughnuts. And that is an important distinction.  

Now, this probably seems obvious and more about the arcane quirks of the English language than actionable management guidance. But the ability to understand the relationship between the individual and the organization and how to use structure, role scope, and individual skills to execute your company’s strategy is an essential management skill.

Fundamentally, we are talking about the relationship between organizational and individual capabilities. Most sophisticated leaders understand both and spend a significant amount of time thinking about the broad organizational capabilities required to have a successful organization – create, market, and sell products, and enable administratively – and the individual capabilities they must acquire or develop to do those activities. However, few leaders can deftly translate strategy into organizational and individual abilities or use individual and organizational capabilities to shape and influence strategy. The primary goal here is to become more comfortable with these concepts. 

How should leaders start to think about this? To oversimplify, but to make it practical in Roughly 500 Words, let’s think about two things: Outputs and Inputs. The Outputs are those core outcomes required to execute your strategy effectively. Outcomes depend on organizational capabilities, understood functionally (e.g., engineering, finance) or across competencies (e.g., customer experience, project management). The Inputs are the individual capabilities – what employees and teams do – and how they use those skills and abilities to create outputs. The leader’s role here is to identify those core organizational capabilities required and build structure and systems to enable individuals to develop the required outputs. The leader must also understand the strengths and gaps in her organization and use that knowledge to make investment decisions into strategy, organizational capabilities, and individual capabilities.   

Let’s bring this to life and return to the analogy from the last post: a symphony orchestra. We covered how the strategy and goals of the orchestra are dependent upon the conductor’s ability to organize the instrument section and the individual players in a way that creates balance and harmony. To extend the analogy further, the conductor seeks to maximize the orchestra’s organizational capabilities, which are the abilities of each section and the overall outcomes of the orchestra (i.e., the sound and quality of music). To do so, she makes sure she has the best individual players, and they are organized, balanced, and prepared to play the music at the highest level. The conductor can also use this knowledge to select pieces of music that work best with the orchestra and the audience and make sure the orchestra’s capabilities meet the audience’s expectations. When successful, the organizational capabilities (e.g., all trombonists collectively playing their parts, synchronized with one another, and in harmony with the rest of the orchestra) are enabled by individual capabilities (e.g., each trombonist’s talent, practice, and execution).  

In the next post, we will connect capabilities to broader organizational concepts, looking at operating models and organizational design. These two concepts primarily relate to Outputs, but they help us to also think about how we organize our Inputs.  

Until then, please let me know your thoughts on this series or topics you would like me to cover in the future. 

-Paul

Roughly 500 Words On…Connecting Strategy, Organization, and Talent

This is the first post in a series that will explore a fundamental question: how can a leader be more intentional about connecting company strategy to individual work, individuals to teams, and teams to one another?  If you missed my Roughly 500 Words On… introductory post, you can read it here: https://kaleidoscopeadvisory.com/roughly500words/

Chapter 1: Connecting Strategy, Organization, and Talent – Your Organizational Structure and Talent are Probably Undermining your Strategy

Who doesn’t love a good strategy? A good strategy` creatively and compellingly connects an organization’s vision, aspirations, and capabilities to market opportunities. A good strategy helps an organization win in the marketplace. A good strategy aligns leaders, inspires employees, and scares competitors.  

But a good strategy is still just a strategy. It isn’t orders fulfilled or services rendered. That is execution, and it takes good organizational design and talented people to execute. 

Strategy is best executed when we minimize frictions that slow idea generation, collaboration, and decision-making. Those frictions are often organizational issues: structure, functional integration, reporting lines, and capabilities, among other things. The all-too-common problem is that most leaders ask their people to execute strategies while working in a legacy organizational structure that has morphed organically and doesn’t reflect the current business needs.

Let’s illuminate this idea with an analogy. We can think about the organization as a symphony orchestra. It is a collection of highly talented individuals, organized by instrument and instrument section (e.g., brass, woodwinds, percussion), all with a singular goal of playing incredible music. The strategy is to play music, bring joy to the audience, and shower prestige on the orchestra. But doing so: attracting the right talent, organizing them effectively, selecting the right musical arrangement, practicing (a lot), and then performing…is the work.  

However, frictions may arise. Instrument sections may be poorly organized, too big, or too small. Individuals may not be set up to succeed, either in placement or capabilities. For a symphony orchestra, those frictions undermine harmony, cohesion, and the goal to play music that moves people. Ultimately, it takes exemplary structure, talent, and effort. It also takes an enlightened and talented leader to bring this group together to achieve its aspirations. 

Whether you are part of a symphony orchestra, selling widgets, or delivering a service, it is essential to design an organization that encourages collaboration, creative problem-solving, swift decision-making, and harmony between the individual and the collective.

How do you even know if your organizational structure is undermining your strategy? Here are three common symptoms of a potential disconnect between organizational structure and strategy:

  • Symptom: Disjointed activities and outcomes seem to be the norm rather than cohesive effort and solutions
  • Potential Cause: The structure of teams and individuals cause unnecessary organizational friction, which disrupts collaboration, problem-solving, and outcomes
  • Symptom: Strategy execution is languishing as the required capabilities, collaboration, and problem-solving seem to continue as they had in the past
  • Potential Cause: The individual and organizational capabilities weren’t reassessed and aligned with the needs of the new strategy
  • Symptom: Lots of work is happening, but most of it doesn’t help execute strategy 
  • Potential Cause: Individual and team efforts have not been re-scoped or re-calibrated to support the work required to execute the strategy

Leaders can do a lot to solve these issues. One way, which I will cover in the next post, is understanding the relationship between Organizational Capabilities and Individual Capabilities. Think of this the same way you would about the relationship between all woodwinds, just the clarinets, and an individual clarinetist. They are not the same, but it takes intentional organizational design and talent management to get the most out of the organization, team, and individual.  

Hopefully, this post spurred some thinking, questions, and perhaps some action. Please let me know your thoughts on this series or topics you would like me to cover in the future. 

-Paul

Introducing: Roughly 500 Words On…

Introducing: Roughly 500 Words On…, where I will periodically share my thoughts on fundamental and emerging talent, organizational, and leadership issues. Why roughly 500 words? Because leaders I know don’t want to read a ton of words, and I don’t need to write many. I also don’t think word count is positively correlated to better thinking, better actions, and better decisions. Shorter works for everyone. 

I will keep these posts succinct and action-oriented to enlighten and equip leaders, managers, and fellow human capitalists with bits of insight to further their thinking on talent and organizational topics. If you need more detail and nuance? Drop me a note, and we can take the conversation into real life.  

In my first series of posts, I will address a fundamental question: how can a leader be more intentional about connecting company strategy to individual work, individuals to teams, and teams to one another? It seems simple, but connecting individual actions to team efforts and team efforts to organizational objectives is the fundamental role of leaders and managers each day.  

And, as we all know, it is hard! Sometimes it is hard because people are, well, people. But often, the challenges result from inefficient operating models, poorly designed organizations, unclear roles, and unprepared employees.  

But it doesn’t need to be that way. Informed thinking, intentional design, and thoughtful action can help leaders create better organizations that enable strategy and outcomes. 

Over the next few weeks, I will publish a series of posts to help simplify the process of defining an operating model, creating a functional organization, and being intentional as you design roles and choose talent. Here’s what you can expect:

Chapter 1: Connecting Strategy, Organization, and TalentYour Organizational Structure and Talent are Probably Undermining your Strategy

Chapter 2: Organizational Capabilities versus Individual CapabilitiesOrganizations Don’t Do Things; People Do Things and that Matters

Chapter 3: Differentiating Between an Operating Model and Organizational DesignWe are all Cogs in the Machine, and it is Incredible!

Chapter 4: Designing (but not Over-Designing) RolesJob Descriptions are Vital, but also Kind of Pointless

Chapter 5: Selecting Talent and Other Difficult DecisionsIt will Never be Perfect, but it is Going to be Great

I hope you enjoy reading Roughly 500 Words On… as much as I enjoy writing it. Please let me know your thoughts on this series or topics you would like me to cover in the future. 

-Paul