The “Lewin Riddle” – Getting Change to Stick

Dr. Kurt Lewin is the author of seminal works in organizational behavior circles. Lewin offered a simplistic model to explain the change process. The process consists of three phases – “unfreeze – change – freeze.” The “unfreeze” phase announces the intention to change by making the norm for the behavior specifically targeted and helping people deal with letting go of the old norm. The unfreezing of the norm is immediately followed by the movement to the new norm, referred to as “change.” Finally, the organization or culture will establish this change or new destination as the new norm and “freeze” it. Voilà – CHANGE!

You may say to me at this point, “Well, DUH, Dr. Dave! You can’t change something until you prep the people, make the change and re-freeze it if you want to sustain the change.” Well, if the change process were so “duh” easy, everyone would do it successfully. Dr. Lewin keenly realized organizations, people, and cultures would revert back to the previous norm or potentially degenerate into a version of chaos if the new norm is not frozen. I refer to this “sustaining the newly frozen norm” as the “Lewin Riddle.” I have found making a change easy; sustaining the change difficult. If you can solve the Lewin Riddle, your organization will succeed in responding to the winds of change.

So, the obvious question . . . What can I do to get the change to stick; what’s the answer to the Lewin Riddle?

Stay tuned, and we will discuss it further. The answer is elusive, as you may have guessed; however, I have come across several tools and techniques that may help. I also invite your thoughts on sustaining change and solving the Lewin Riddle in your organization.

Until next time!

Dr. Dave

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Behavioral Interviewing – Benefits for the Interviewee

So you walk into an interview and you meet a highly energetic/engaged hiring manager or human resources representative. The interviewer goes through the pleasantries, sets you, “the interviewee,” at ease, and begins the questioning.  The interviewer looks down at your resume/application and asks the first real question, “So tell me about a time when you had to deal with a difficult person you were working with?”  This energetic/engaged interviewer is utilizing “behavioral interviewing.”  The interviewer wants you to recount a specific experience demonstrating the behaviors you used to “deal with a difficult person.”  How you answer this question will be as important as the content.  Here is what I suggest:

1) Context: Tell the interviewer where you worked, your relationship with the individual, and why the person was difficult.
2) SPECIFIC situation: what was the project, work/task, etc., and what did you do (behaviors) in working through the difficulty
3) Results: how did your behaviors benefit the entire team, the difficult individual, and you

So what should you do to prepare:

1) Have the behaviors ready to explain the results on your resume: Take all the results from your resume and put some behavioral stories around them.
2) Be prepared with portfolios, letters of recommendation, or any other artifact that shows your behaviors in action
3) Google Behavioral Interviewing and look at the questions you see – there are many resources out there
4) Practice your stories, practice your stories, practice your stories – most of the situations you encountered in your career show several different behaviors

Whew! You read this post before you encountered a behavioral interviewer. Nothing lost. So the most common comments and the question I get is, “This is great! What do I do for the 80% of interviewers I encounter that are not behavioral interviewers?”  Set the foundation and give them behavioral answers!  The strength of preparing for a behavioral interview is the answers you would provide better represent you.  For example: “So tell me what you did at EXTRA BIG Company, says you were a DBA?”

1) Foundation: Yes, I was a DBA at BIG CO, in which I helped to create and maintain databases with high availability.  I liked BIG CO because I got to be proactive.  In one example . . .
2) Context: I was monitoring the databases and noticed a higher-than-normal latency during certain hours.  So I decided to explore it with some of my colleagues.
3) Specific results: As we looked at the environment, we noticed a program taking 25% more resources than normal. After talking to Michael in the application group, we determined we had a perfect storm problem.  At the time, the volume was low, but during our peak season, the system would choke because the transactions would be 250% higher.  We raised it to management and got a rewrite.
4) Results: We moved through peak season without incident, and the company saw record transactions.  Felt good to know we avoided problems by being curious and proactive.

The “other side” of behavioral interviewing is “behavioral answering.”  Use behavioral answering when you don’t have a behavioral interviewer and you will be better represented.  Prepare one way that fits both.

Hope this helps!

Until next time.

Dr. Dave

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Interviewing – Behavioral or what’s the point

Over my career, I have found spending extra time on interviewing is SO important.  Really good people are out there, but you need to find out how they actually work.  A tool I use is called “behavioral interviewing.”  Not that I am a revolutionary here, but I am surprised how frequently the interviewer (HR and non-HR) and the interviewees lack familiarity with behavioral interviewing and its value.

Behavioral Interviewing is a technique where the interviewer asks the interviewee to recount previous experiences in response to questions.  When the interviewer uses behavioral interviewing, he/she must control the interview.  The interviewer must:

  • Ask the questions properly to obtain behavioral information from the interviewee.
  • Ensure the interviewee responds appropriately to the questions
  • Be prepared with follow-up questions to get further behavioral information.

So how does it work?

The interviewer asks questions in the following manner:

” Tell me about a time when you . . .”

“Give me an example of a project [task] where you . . .”

“Tell about an experience in your past where you had to . . .”

From these questions, the interviewer will learn of times when the interviewee demonstrated (or did not demonstrate) the specified behaviors. The questions should be crafted to get information on the desired behaviors.

As mentioned earlier, the interviewer must be careful in accepting responses from the interviewee.  Frequently, the answers from the candidate will not be the recounting of experiences but rather answers such as “I would” or “I believe.”  You, as the interviewer, must stop such answers and ask for a “specific time when . . .” and drill into the answer for more detail.  Remember, you are attempting to determine how the individual will handle (or has handled) specific situations or people.

When you receive an answer from the interviewee, you have a great opportunity to use the interviewee’s words in your next question to either dive deeper or position your next question.  I refer to this technique as “conversational interviewing” because you are carrying on a “conversation” by using “their words” in your questions.  Several things happen here – 1) your credibility increases as the interviewer knows you are listening, 2) you put the interviewer at ease using their words, and 3) the interviewer will engage because they feel heard.  Think about it – you like when people use your descriptions, your terminology, or “words” in regular conversations; imagine an interviewer doing it – – powerful!

Behavioral interviewing – a powerful tool for the interviewer!

Next time, I will discuss how behavioral interviewing is a powerful tool for the interviewee!

Until next time.

Dr. Dave

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Reports without action – why?

If you have a report in your business that is not tied to action, I suggest it is likely a waste of time. Does everyone understand how to move the numbers on the reports you have? I can hear the justifications, “We need to know where we are! We need this results report! I need to know.” The question is, “Why.” The number likely means little if your report does not have action behind it. We must ask the question, “so what.”

– So what if we sold 14 widgets?
– So what that we are 15% higher this week?
– So what that the average production time is higher?
– Does it matter that 10% of our projects are in “red” status?

Most of the time, additional information is needed when you see these numbers. A properly created report will contain what I call. The “information for action.”
Next time you need a report, ensure it has actions behind it.

Until next time,

Dr. Dave

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When hyperbole rules the roost

Have you ever been in a meeting where you couldn’t get a straight answer? Everything presented is a problem; every problem is devastating, and the world as we know it is coming to an end. Turns into the proverbial “blame-storming” session. Well, you are not alone. I have been in many of these meetings as well. Frustrating!

So after the meeting, you take your frustration, vent a little, then put together a plan of action. You say to yourself, “I think I will talk to Jack directly.” So you set up a meeting and Jack accepts! You are stoked; he actually accepted! Interestingly, when the conversations are one-on-one, the hyperbole goes away. Frustrating!

Let me submit you have the meetings in the wrong order. You know the “hyperbole – ians.” Meet with Jack before your open forum, and you can build a message without the hyperbole. Increase your interactions on the small and medium “issues,” and be honest. If the problem is big, call it big. If the problem is small, call it small. Get an understanding of the issues and build consensus. Before you know it, the hyperbole will go elsewhere.

Until next time.

– Dr. Dave

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“Manic Congruency” – Sounds good what does it mean?

I have a colleague that used the term “manic congruency” to refer to the dogged pursuit of having all of the elements in a business in alignment. Later, when we were involved in a discussion regarding the best development methodology for building applications, “waterfall,” “agile,” “RAD,” etc., I mentioned that it depended on the maturation of the organization and the characteristics of the project deliverable. My colleague stated, “that is what I meant when I said manic congruency.'”

The term is cool;  the concept is real. When choosing a process methodology, you should select the one that matches your organizational perspective and the deliverable. If your leadership cannot handle the realities of time and scope, you may want to consider a waterfall methodology. However, if your management is realistic, collaborative, and team-oriented, perhaps you can go to agile.  Of course, no one uses agile implementing an SAP or large-scale ERP system, so the deliverable is important.

Be careful. If you choose the wrong methodology, you are doomed to failure. Management will become frustrated and begin to micromanage the project. When the process methodology matches, even yellow projects can easily be discussed. We must ensure congruence, perhaps even “manic.”

Until next time!

Dr. Dave

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Data is an Asset

If I ask every executive I know, “Is Data an asset?” I will get the same answer from 100% of the execs – “YES!”  But do we really believe it?  Here is what I mean:

If data were gold – would you care for all of your gold?

If data were chairs – would you not account for all of your chairs?

If data were your workers – would you invest in it?

Of course, the answer is “Yes.”   I propose you treat data this way.  Here is what I propose:

1) Acquire the asset: ALL data has value – get it all!
2) Prepare it: Use what is fit for purpose and develop structures (perhaps dimensional or aggregations) to optimize the access
3) Deploy the asset: Build reports, point tools at it, and give SQL access
4) Manage the asset: Add more space, purge undesired data, get more, and build more aggregations or reference tables.

Make sense!  If data is an asset, treat it like an asset.

Until next time.

Dr. Dave

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Save the Date – May 6th – BI Symposium

Hello All,
I will speaking in the Cincinnati/Northern Kentucky area at a Business Intelligence conference.  Come by and see us!

 

Join us on Thursday, May 6, 2010 at the NKU METS Center for a half-day symposium of collaborative learning, focused on business intelligence.  The Business Intelligence Symposium brings together regional business & IT executives to learn how their peers have been implementing data analytics, business intelligence solutions and Dashboarding.  The emphasis of the symposium is to share ideas, stories, experiences, and business cards. Case studies, along with live demonstrations will be presented. Breakfast and lunch will be provided in a collaborative environment that facilitates peer networking and BI discussions for an enhanced learning experience.

Agenda:

7:30am – 8:00am         Registration and Breakfast

8:00am – 9:00am        David Holcomb, PhD – Director, Data Management, Western Union
                                             Simplicity and Transparency – How to do Effective Data Warehousing and Business Intelligence (Presentation)

9:00am -9:45am          Mr. Steve Hangen – CIO, WinWholesale
                                            BI Roadmap – A Project, a Journey, a Culture (Presentation and Demo)

9:45am -10:00am        Coffee Break & Conversations

10:00am – 10:45am    Mr. John R. Ward – Director, Health Systems Integration, TriHealth
                                              The New Era of Healthcare Clinical Information Systems Unstructured Data – Internal/External

10:45am –11:30am      Mr. Jeff Shaffer – Vice President of Legal Operations, Unifund
                                              Visualization – Running a business with Dashboards and Scorecards (Presentation and live Demo)

11:30am – 1:00pm       Lunch /Panel Discussion led by Dr. David Holcomb and guest speakers

Speaker/Company Backgrounds

Keynote Speaker:  David Holcomb, PhD – Director, Data Management, Western Union
David has 15 years of diverse leadership experience in sales, operations, information technology, and marketing. His experiences include labor relations, operating plan development, data warehouse/business intelligence implementations, information technology strategy and sales strategy. Dr. Holcomb’s educational background includes a Bachelor of Arts from Western Illinois University, a Master of Science Degree in Management Information Systems from Nova Southeastern University and a Ph.D. for Touro University International in Business Administration (Management/Organizations).

Western Union is one of the most enviable brand names in the world. Known today as an innovator in financial services, The Western Union Company has become an industry leader in global money transfer with over 410,000 Agent locations in 200 countries and territories. From the roots of their signature telegram business, today, Western Union offers money order, money transfer, payment and prepaid services.

Mr. Steve Hangen – CIO, WinWholesale
Steve joined WinWholesale in 2007 and is responsible for partnering with the business functions across the organization to creatively and effectively use technology in serving and supporting customers. Steve is a graduate of The Ohio State University and holds a Bachelor of Science degree in computer science from the College of Engineering. In addition, he has done post graduate work in business at the University of Dayton.

WinWholesale is a leading supplier of domestic and industrial supplies and materials headquartered in Dayton, Ohio. The privately-held company consists of more than 450 wholesaling corporations conducting business-to-business wholesale distribution of plumbing and heating supplies; industrial pipes, valves and fittings; heating, ventilation, air conditioning and refrigeration equipment; electrical equipment; industrial and commercial fastening hardware; waterworks and utility supplies; and domestic, commercial and industrial pumps.

Mr. John R. Ward – Director of Health Systems Integration, TriHealth
John is the Director of Health System Integration for TriHealth.  John also has responsibility for information services for TriHealth’s Ambulatory Centers and the TriHealth Physician Enterprise.  Prior to joining TriHealth, he spent 10 years doing business process and quality consulting for multiple industries throughout North America. John has a strong background in process improvement using tools such as LEAN and Six Sigma.

TriHealth enjoys the pristine reputation as one of the largest and most progressive healthcare institutions in our region. TriHealth combines the strengths of two of Greater Cincinnati’s finest health care organizations, Bethesda and Good Samaritan. Formed in 1995, our partnership created an integrated health delivery system whose mission is to improve the health of the people we serve, with an emphasis on prevention, wellness and education. We are dedicated to delivering the best care possible.

Mr. Jeff Shaffer – Vice President of Legal Operations, Unifund
Jeff joined Unifund in 1996 and is responsible for Operations, Information Technology and Analytics. He holds a BM and MM degree from the University of Cincinnati and a MBA from Xavier University and has attended the Harvard Business School’s Executive Education Program.

Founded in 1986, Unifund has purchased, sold or otherwise liquidated and managed billions of dollars of delinquent accounts receivable. They have been a pioneer, creating many of the products and procedures that are now commonplace in the maturing Accounts Receivable Management industry. Unifund uses proprietary technology and processes in unique ways, enabling them to obtain superior recoveries from previously charged-off accounts.

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When you are not needed, that is when you are most wanted!

This statement may seem a little counterintuitive, but here is what I mean.  If when you complete a job – it is done – complete – fine’ – and does not REQUIRE you to be around, people will always WANT you around.  When you build a process that requires you (and only you) to maintain it or interpret it, those individuals using it will grow resentful of the dependency.  Not at first, but eventually.

Leaders need to teach this principle to their people.  Often leaders get involved in empire-building and developing dependence.  STOP!  Go the other direction: build independence, not dependence.

Leaders – don’t be the single point of failure. Allow your people to make decisions.  This precept can be difficult, but if all decisions have to go through you, you are building dependence.

Leaders – don’t be scared of your people’s failure.  When you enable your people, they will occasionally fail.  You did when you started.  Now is your opportunity to foster a safe environment.  Innovation requires being on the edge.  Failure should be expected.

We must foster this concept of “doing things once and done.”  Sometimes doing things this way will make you feel your value is lessened and you are suddenly expendable in your eyes.  But in everyone else’s eyes, you are invaluable.

Until next time!

Dr. Dave

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Data is . . .

A romantic notion surrounds “data.”  “Data is the answer.”  “Data is magical.”  “Data will save our company.”  Although I agree with the importance of data in making money, I want to temper some of these comments.  Data is a tool you can use.  But let’s take a look at data to understand what data is rather than relying on romanticism.

First, data is . . . dumb!  Data has no idea from where it came. Data has no idea what can or cannot be used. (By the way, I know I ended those sentences with prepositions).  Why do I say this? Because it is true!  Also, when I started in data warehousing, I was told I could not use this data for operational reporting and that this data was only used for analytics.  Who says?!  Is the data going to explode if I use it for operational reporting?  Is the data going to take a poke at me if I don’t do analytics or use data outside the data warehouse for analytics?  NO! Data is dumb; we limit it.

Next, data is . . .  the artifact of a process!  Believe it or not, data does not spontaneously generate!  Believe it or not, data does not spontaneously combust!  I know, at times, things happen that would make you dispute this contention, but each time these things occur, you always find the something that happened.  So . . . if data is the artifact of a process, you can audit or even monitor the process using these artifacts.  Likewise, you can analyze the effects of a potential process changes with the data.  By the way, this use does not preclude other uses of the data, such as analytics, operational reporting, tactical reporting, strategic analysis, etc.

Finally, data is an asset!  We will discuss this further in the next post.  If you believe that data is an asset, treat it as such.  Stay tuned, and you will see what I mean.

Until Next Time

Dr. Dave

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