Beyond The Blame Game

It's funny, when things go well everyone seemingly wants to step up and take the credit, but when things go badly, therein starts the blame game.

Harvard Business Review (April 2011) presents three categories of people that react dysfunctionally to failure (to which it attributes the responses of 70% of the U.S. population!)

- Blame Others: look for someone to scapegoat, so they don't have to take responsibility themselves.

- Blame Yourself: judge yourself overly harshly or imagine failure where none exist.

- Deny Blame: "deny that failure has occurred or deny their own role in it."

A fourth category, I believe is when people:

- Blame G-d: they ask "why me?" somehow implying an unfairness, injustice, or randomness in the failure.

In all these reactions to failure, there are in my opinion a number of mistakes being made and ways to improve upon them:

- Focus - Instead of concentration on mission success, people may erroneously overemphasize attribution. However, rather than worry about who to blame, think about how to "right the ship;" there are people in the field depending on you!

- Balance - Blaming implies that you are focused on the failure, but usually there are some things that were done right and some things that were done wrong. There is usually more of a balance to every situation that blame does not lend itself to.

- Ownership - When we blame others, G-d, or even ourselves, we basically are throwing up our hands and abrogating control of the situation, when instead we need to take appropriate levels of responsibility and accountability for what we did and did not do (or as they say "sins of commission" and "sins of omission").

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Learning - Blame is a dead-end--it leads to hard feelings and possibly even despair. The way out is to acknowledge mistakes usually to degrees by all involved and LEARN FROM THEM. A failure can be turned into opportunities for future success, but learning valuable lessons on how to do things better the next time around.

To be honest, we all make mistakes.

In fact, I would worry about someone who seems so perfect on the outside--because I would imagine that they are likely or probably a powder keg, ready to blow on the inside (ever hear of someone "going postal" or the star who seems to have it all--looks, fame and fortune--and then they overdose or drive off a cliff or something?)

No one has it all. No one is perfect. We are all human.

It's not about blame. It is about accountability and responsibility--making things right where we can.

Every day we learn and grow--that is our test and our trust.

(Cartoon Credit: Tandberg)

Beyond The Blame Game

Meet ATLAS

This is amazing (watch the whole thing)!

Meet the latest and greatest military humanoid robot from Boston Dynamics--Atlas (aka PETMAN).

(Boston Dynamics is the same company that makes BigDog, the 4 legged, ground transport robot, that looks like a mule--called the Legged Squad Support System, LS3)

Watch the movement of the Atlas robot--it is JUST like a person: heel to toe walking.

See what happens when you push it--Atlas reacts/recovers like a human would.

The built up version has hands that help it balance and squeeze through tight spaces.

BusinessWeek (March 7-13, 2011) explains that this robot will be used initially for surveillance and emergency rescue missions.

I'm thinking Atlas should be pronounced like "at last" to recognize the amazing leap forward in robotics.

This is great stuff--and it demonstrates our growing understanding of not only computers and robotics, but also of the physical and behavioral sciences.

Meet ATLAS

Balance, Not Brute Force

There is a new documentary called "Race to Nowhere."

It is about our 24/7 culture with it's relentless pressure to succeed and how it is adversely affecting our children.

Directed by Vicki Abeles a mother of one of these children, who was literally getting sick from from the "race to be the smartest, to test the highest, and to achieve the most."

The message these days to children and adults is "produce, produce, produce."

But what are we getting from all the hypercompetition?

As one girl at the beginning of the trailer said "I can't really remember the last time I had the chance to go in the backyard and just run around." And another boy said, "School is just so much pressure, every day I would just wake up dreading it."

This is not exactly the picture of happy, satisfied, and motivated children or of a dynamic workforce for the future.

What are we doing to our children and ourselves?

We have better technology and more information available now than ever before, yet somehow people are seemingly unhappier than ever--and it's starting with our children, but it doesn't stop there.

With the change to an information society, our innovators forget to create a shut-off valve (or filter) so people would be able "turn down the volume" on the information pouring in 24/7.

Adults can't keep up, our students can't keep up, no one can--we have opened the floodgates of INFORMATION and we are drowning in it.

No learning is good enough because there is always more to learn and no productivity is productive enough because the technology is changing so fast.

I remember a boss who used to always say "what have you done for me lately" (i.e. it didn't matter what you achieved last week or yesterday, he wanted to know what did you do for him today!)

It's the same now everyday and everywhere for everyone, yesterday is history--when it comes to learning and achievement; the competition from down the hall or around the globe is right on our tail and if you are not doing something new just about every minute, you risk being overtaken.

We know "failure is not an option" but is pushing until we have the equivalent of a societal nervous breakdown, success?

Like with all good things in life--love, vacations, chocolate, and so on--we can't overindulge. Similarly with information overload and work--there has to be a "balance," a happy medium--we can't push the engine until it overheats. We need to know when to put the peddle to the mettle and when to throttle back.

If we can handle ourselves more adroitly in these competitive times (and less like a flailing drowning victim running frantically between activities), manage the flow of information smarter (not like sucking on the proverbial firehose) and alternate between productivity and recuperation/rejuvenation (rather then demanding a 24/7 ethic), I think we will see greater joy and better results for ourselves and our children.

We can all excel, but to do so, we have to learn to moderate and take a breathe--in and out.

Success and happiness is not always about more, in fact, I believe more often than not it's about an ebb and flow. Like night and day, the ocean tides, the changing seasons, even our own life cycle, we have to know enough to compete intelligently and not with brute force, 24/7, alone.

So what if we turned off our Blackberry's for just a couple of hours a day and let our kids do the equivalent...to be human again and find time for spirituality and community and rejoice in all that we have achieved.

Balance, Not Brute Force

The Little Techno Bus That Could

In an accomplishment sense, I am very proud of what Pope County, Arkansas is doing in terms of advancing education with technology on school buses for K-12 through the Aspirnaut program (photos from their site), founded and supported by Vanderbilt University.

Government Technology Magazine reports in February 2011 that Aspirnaut is transforming school buses into mobile classrooms, so that ”idle time is transformed into extended learning time with laptop computers and Internet access.”


The Hector School District buses are now equipped with computer screens, earphone jacks with headphones, wireless Internet, and scanning devices to record bus activity.


“The five 19-inch customized computer screens stream math and science content from PBS, NASA, the Discovery Channel, CBS News, and the Smithsonian Institution for students to watch on their hour-long rides to/from school. The screens also include video-conferencing capability.”


Students are seated on the bus in groups by age and grade to listen to their specific curriculum by plugging their headphones into jacks beneath their seats. The content of each bus-seating zone is then correlated to what the students are learning in the classroom.


Dr. Julie Hudson, co-founder of the program in 2007, is looking to improve student’s achievements, especially in Science, Technology, Engineering, and Math (STEM). These are learning areas where we have fallen dangerously behind in national rankings, and this is seen as harming our innovativeness and competitive capacity for the future.


On one hand, I think that this type of extended learning program is very valuable to our students and provides them the opportunity to get additional constructive learning time in. Also, it’s great to distract them from getting into potential trouble on the ride home. :-)


Yet, on the other hand, I am also concerned that we continue to put more and more pressure on our children to seemingly always be productive, learning, and competing. Some examples of this are not just extended learning days (on buses or off), but also extended school years, even summer school, AP classes, SAT courses, some wonderful volunteer programs, internships, oodles of extra-curricular activities, side jobs, and more. Certainly seems like it’s not easy to be a kid these days!


Now, even a simple bus ride to/from school/home is no longer a time to unwind, sleep, socialize, listen to music, play video games, or just be kids. Even the choice of video content on the buses is purely educational and there is nothing social, fun, or relaxing for the children anymore. How about an episode of The Brady Bunch?


While, I certainly understand the need for us to advance our education, skills, and competitive positioning, and the learning bus is a great concept to move us towards that. However, I cannot help but remember a more innocent and carefree time in my own childhood, where there was “a time and place for everything.”


Then (not that long ago!), we took learning seriously and worked hard—always with a focus on the future (What will I be…Where do I want to end up…How can I live up to my potential?), but we also made sure to have time for friends and fun—downtime and think time. Today however, with the high-tech, always on, 24/7 society that we are creating for our children and ourselves, are we losing a sense of balance, perspective, even our innocence (so to say)?


In relation to this, I wonder sometimes about the Kingdom of Bhutan’s concept of measuring Gross National Happiness instead of what we measure Gross National Product, and I ask myself, where is our school bus heading?

The Little Techno Bus That Could

Leadership Lessons from 127 Hours

Rarely does a movie get an 8.7 out of 10 in the reviews, so I had to go see the movie 127 Hours about Aron Ralston, the hiker who got trapped under a boulder in 2003 while mountain climbing in Utah, and had to amputate his own arm to free himself.
This was an incredible story of survival.

The guy had to drink his own urine to survive after running out of drinking water and finally had to break his own bones and cut off his own forearm with a dull blade and use a pliers to tear through his tendons in order to finally dislodge himself after 5 days of being trapped.
But what is even more amazing to me than what Aron had to do to survive is what he has chosen to do afterwards with his life.
Aside from the media appearances, motivational speaking, writing a book Between A Rock And A Hard Place, and getting married and having a son, Aron continues to be an ardent mountain climber.
While many people would actually choose to “lick their wounds” and basically find another hobby—a safer one, Aron continues to do what he loves—climbing.
He is not deterred.
To the contrary—he climbed Mt. Kilimanjaro in 2009 and still plans to climb Mt. Everest.
Aron inspires me, yet I have conflicting emotions about his choices.
Part of me thinks this guy is off the wall, since he took so many life-threatening chances (for example, climbing without even letting anyone know where he was) and nearly got himself killed, and now he continues to do pursue this dangerous sport with only one arm!
And another part of me is awed by him. He is unstoppable. He knows what he loves and he pursues it, no matter what: Terror, trauma, two arms or one, Aron will be climbing as long as he is able.
It is a great thing to be true to yourself, to have a passion, and to pursue it relentlessly. However, I believe it is a blessing to also have the wisdom to balance even the greatest of pursuits with sound judgement, so excuse the pun, you don’t end up having to cut off your nose (or in this case your arm) in despite of your face.
Aron is an inspiration similar to the movie character Rocky in terms of his determination and perseverance, but even Rocky knew when his health was at risk and it was time to hang his gloves up. Knowing when it’s safe to go and when it’s necessary to pause or even stop is an important part of our survival skills and it doesn’t mean that we are any less passionate about who we are or what we are about or believe in.
Passion should mean we responsibly grow into our pursuits and not unnecessarily die trying. In the movie, I got the impression that Aron was more than a little reckless, and he paid a heavy price for it, but I admire his bravery and that he continues to pursue his dreams.
In our organizations, we should encourage everyone to find their passion in the work they do—because that is a motivator for people that supersedes any paycheck or bonus management can provide.

Leadership Lessons from 127 Hours

5 Lessons For Implementing Mobility Solutions

[Pictured from Left Kevin Brownstein, McAfee; Andy Blumenthal, ATF; John Landwehr, Adobe; Jack Holt, DoD]

Today, I participated on behalf of my agency at the Adobe Government Assembly: Engage America on a panel for mobility solutions.

I shared the lessons learned from our experience and pilot of mobile devices, including:

1) Be prepared to give the end users as many apps as possible—they want it all just like on their desktops.

2) In mobile devices, size and resolution matters. Although people like miniaturized devices, they want the display of the information and graphics to be clear and visible.

3) Users did not like using a stylus for navigation.

4) Users in the field don’t have time or patience to decipher complicated instruction guides—it’s got to be intuitive!

5) While security is critical, usability is key and it’s a balancing act.

5 Lessons For Implementing Mobility Solutions

Work-Life Balance

See my new article in Public CIO (June 2010) promoting healthy Work-Life Balance and the technology tools and policies that enable it.

Work-Life Balance

Internet, Anything But Shallow

Over time, people have transitioned the way they predominantly get their information and learn, as follows:
1) Experiential—people used to learn mostly by doing—through their experiences, although these were usually limited in both time and space.
2) Reading—With the printing press, doing was supplanted by reading and information came from around the world and passed over from generation to generation.
3) Television—Active reading was upended by passive watching television, where the printed word “came alive” in images and sounds streaming right into our living rooms.
4) Virtuality—And now TV is being surpassed by the interactivity of the Internet, where people have immediate access to exabytes of on-demand information covering the spectrum of human thought and existence.

The question is how does the way we learn ultimately affect what we learn and how we think—in other words does sitting and reading for example teach us to think and understand the world differently than watching TV or surfing the Internet? Is one better than the other?

I remember hearing as a kid the adults quip about kids sitting in front of the TV like zombies! And parents these days, tell their kids to “get off of Facebook and get outside and play a little in the yard or go to the mall”—get out actually do something with somebody “real.”

An article in Wired Magazine, June 2010, called “Chaos Theory” by Nicholas Carr states “even as the Internet grants us easy access to vast amounts of information, it is turning us into shallower thinkers, literally changing the structure of our brain.”

Carr contents that the Internet is changing how we think and not necessarily for the better:

1) Information overload: The Internet is a wealth of information, but “when the load exceeds our mind’s ability to process and store it, we’re unable to retain the information or to draw connections with other memories…our ability to learn suffers and our understanding remains weak.”
2) Constant interruptions: “The Internet is an interruption system. It seizes out attention only to scramble it,” though images, videos, hypertext, email, IM, tweets, RSS feeds, and advertisements.
3) “Suckers for Irrelevancy”: “The stream of new information plays to our natural tendency to overemphasize the immediate. We crave the new even when we know it’s trivial.”
4) “Intensive multitasking”: We routinely try to do (too) many things online at the same time, so that we are predominantly in skimming mode and infrequently go into any depth in any one area. In short, we sacrifice depth for breadth, and thereby lose various degrees of our ability in “knowledge acquisition, inductive analysis, critical thinking, imagination, and reflection.”

While I think that Carr makes some clever points about the dangers of Internet learning, I believe that the advantages of the Internet far outweigh the costs.

The Internet provides an unparalleled access to information and communication. It gives people the ability to get more information, from more sources, in more ways, than they would’ve in any of the other ways of learning. We are able to browse and search—skim or dig deep—as needed, anytime, anywhere.

With the Internet, we have access to information that exceeds the experiences of countless lifetimes, our world’s largest libraries—and TV isn’t even a real competitor.

At the end of the day, the Internet is a productivity multiplier like no other in history. Despite what may be considered information overload, too many online interruptions, and our inclinations to multitasking galore and even what some consider irrelevant; the Internet is an unbelievable source of information, social networking, entertainment, and online commerce.

While I believe that there is no substitute for experience, a balance of learning media—from actually doing and reading to watching and interacting online—make for an integrated and holistic learning experience. The result is learning that is diversified, interesting, and provides the greatest opportunity for everyone to learn in the way that suits him or her best.

Moreover, contrary to the Internet making us shallower thinkers as Carr contends, I think that we are actually smarter and better thinkers because of it. As a result of the Internet, we are able to get past the b.s. faster and find what we are looking for and what is actually useful to us. While pure linear reading and thinking is important and has a place, the ability online of the semantic web to locate any information and identify trends, patterns, relationships, and visualize these provides an added dimension that is anything but shallow.

Internet, Anything But Shallow

Balancing Freedom and Security

There is a new vision for security technology that blends high-tech with behavioral psychology, so that we can seemingly read people’s minds as to their intentions to do harm or not.

There was a fascinating article (8 January 2010) by AP via Fox News called “Mind-Reading Systems Could Change Air Security.”

One Israeli-based company, WeCU (Read as we see you) Technologies “projects images onto airport screen, such as symbols associated with a certain terrorist group or some other image only a would be terrorist would recognize.”

Then hidden cameras and sensors monitoring the airport pickup on human reactions such as “darting eyes, increased heartbeats, nervous twitches, faster breathing,” or rising body temperature.

According to the article, a more subtle version of this technology called Future Attribute Screening Technology (FAST) is being tested by The Department of Homeland Security—either travelers can be passively scanned as they walk through security or when they are pulled aside for additional screening are subjected to “a battery of tests, including scans of facial movements and pupil dilation, for signs of deception. Small platforms similar to balancing boards…would help detect fidgeting.”

The new security technology combined with behavioral psychology aims to detect those who harbor ill will through the “display of involuntary physiological reactions that others—such as those stressed out for ordinary reasons, such as being late for a plane—don’t.”

While the technology married to psychology is potentially a potent mix for detecting terrorists or criminals, there are various concerns about the trend with this, such as:

1) Becoming Big Brother—As we tighten up the monitoring of people, are we becoming an Orwellian society, where surveillance is ubiquitious?

2) Targeting “Precrimes”—Are we moving toward a future like the movie Minority Report, where people are under fire just thinking about breaking the law?

3) Profiling—How do we protect against discriminatory profiling, but ensure reasonable scanning?

4) Hardships—Will additional security scanning, searches, and interrogations cause delays and inconvenience to travelers?

5) Privacy—At what point are we infringing on people’s privacy and being overly intrusive?

As a society, we are learning to balance the need for security with safeguarding our freedoms and fundamental rights. Certainly, we don’t want to trade our democratic ideals and the value we place on our core humanity for a totalitarianism state with rigid social controls. Yet, at the same time, we want to live in peace and security, and must commit to stopping those with bad intentions from doing us harm.

The duality of security and freedom that we value and desire for ourselves and our children will no doubt arouse continued angst as we must balance the two. However, with high-technology solutions supported by sound behavioral psychology and maybe most importantly, good common sense, we can continue to advance our ability to live in a free and secure world—where “we have our cake and eat it too.”

Balancing Freedom and Security

Pushing Out The Edge

These are my remarks from the MeriTalk Innovation Nation 2010 Conference, "Edge Warrior" Panel today. I was the Moderator and this was my introduction to the discussion by the panelists on Edge Computing.

As I thought about the concept of edge computing an image came to my mind—of a cliff—, representing the limits of what is possible today. Then the cliff started to expand--to-grow in size- -with the edge constantly being pushed further out. This is a way to think about the future of technology. We want to be "leading edge,” and some may even want to be “bleeding edge, but we certainly don’t want to go “over-the-edge, so we need to expand and create new opportunities in our organizations.

Both the public and the private sectors are pushing into new frontiers in a variety of innovative technologies that take us to the edge, everywhere. We’re hearing about many of them today at the conference – cloud computing, social computing, mobile computing, green computing and more. And it’s exciting to think about what we can accomplish if we put promising new technologies to work for the government.

But, we must be careful not to fall into one of two extremes, either jumping in prematurely and making costly mistakes, or avoiding and resisting change in favor of the “tried and true” or what I would call the perpetual status quo and never growing to our true potential as individuals, agencies, and a nation.

To me, true leaders don’t fall into either extreme, but rather they brings both sides together to find a balanced approach to innovation, growth, change, and yes, even some elements of managed risk. In any organization, technology leadership is not about leading employees to the edge of the computing cliff, but rather about pushing out the edge so that their capabilities are constantly increasing, while the risks are also constantly being mitigated.

In fact, technology leadership is not very far from the vision that we saw on the show, Star Trek. The show pushed the boundaries of what was possible—going where no one had gone before, but always striving to keep the ship intact and the crew safe.

While we are the stewards to keep our agencies secure to serve the public, we must also acknowledge that we live in a dynamic, competitive, rapidly changing, and increasingly global environment and we cannot afford to stand still while others press ahead. To meet the challenges that face us, we must constantly seek out better ways of executing our mission, and new technologies are critically important in helping us to do this in all directions and at all the edges.

Finally, this is especially true in today’s world, when agency computing is no longer restricted to our brick and mortar office buildings but rather is ubiquitous. From the corner Starbucks to the most remote regions of Iraq, Afghanistan, and elsewhere, our customers demand to be productive everywhere, to carry out their mission.

Pushing Out The Edge

Information Stats to Scare

We all know that we are generating and receiving more information then ever. Good thing? I like to think so, but sometimes, you can have too much of even a good thing.

Certainly, information is a strategic asset—its vital to making sound decisions, essential for effective communications, and critical for expanding our thinking, breaking paradigms, predictive analysis, and helping us to innovate.

But when information is too much, too unorganized, too often, or too disruptive, it’s value is diminished and organizations and individuals suffer negative effects.

Here are some information stats to scare from Harvard Business Review (September 2009):

• 60%--Those who checked email in the bathroom (and 15% even admitted to checking it while in church)
• 20—Average hours per week spent by knowledge workers on email
• 85%--Computer users who would take a laptop on vacation
• 1/3--Emails considered unnecessary
• 300—Number of emails executive get a day
• 24—Minutes for worker to recover from being interrupted by an email notification
• 40—Number of websites employees visit on an average day
• 26%--People who want to delete all emails (declare “e-mail bankruptcy”) and start over
• 3—Number of minutes before knowledge workers switch tasks
• ~$1 trillion—Cost to economy of information overload
• 85%--Emails opened within 2 minutes
• 27%--Amount of workday eaten up by interruptions
• 2.8 trillion gigabytes—Size of digital information by 2011
• 31%--Workers whose quality of life is worsened by email

Some interesting antidotes offered by HBR:

• Balance—weigh cost-benefits before sending another email
• Reply to all—disable the reply all button
• Five sentences—keep email to 5 sentences or less
• Allots—affix virtual currency from a fixed daily amount to email based on its importance
• IM Savvy—program by IBM that senses when you are busy by detecting your typing patterns and tells would be interrupters that you are busy
• BlackBerry Orphans—to regain the attention of their parents, children are flushing their parent’s BlackBerries down the toilet

While the issues and proposed assists for information overload are thought provoking (and somewhat humorous), what is fascinating to me is how technology and the speed of its advancement and adoption are positively, but also—less spoken about—negatively affecting people and organizations.

It seems like life keeps accelerating—faster and faster—but the quality is deteriorating in terms of fuzzy boundaries between work-life, weakening of our closest relationships, burn-out of our best and hardest working people, and unrealistic expectations of people to be always on—just like the email account that keeps spitting out new messages.

Somewhere along the line, we need to hit the proverbial “reset button” and recognize that information and communication are truly strategic assets and as such need to be used intelligently and with good measure or else we risk cheapening their use and limiting their effectiveness.

Information Stats to Scare

Technology, A Comfort to the Masses

Typically, as technologists, we like to point out the great things that technology is doing for us—making us more productive, facilitating more convenience, allowing us to perform feats that humans alone could not do, and enabling us to connect with others almost without regard to space and time. And truly, we are fortunate to live in a time in history with all these new unbelievable capabilities—our ancestors would be jealous in so many ways.

Yet, there is a flip side to technology—what some refer to as the 24x7 society—“always on”—that we are creating, in which life is a virtual non-stop deluge of emails, voicemails, videoconferencing, messaging, Friending, Linking-in, blogging, tweeting, YouTubing, and more.

We are becoming a society of people living in a Matrix-type virtual world, where we go around addicted to the online cyber world and yet in so many ways are unconscious to the real-world relationships that are suffering in neglect and silence.

A fascinating article in the Wall Street Journal, 22-23 August 2009 entitled, Not So Fast, by John Freeman states that “we need to protect the finite well of our attention if we care about our relationships.”

Certainly, online communications and connections are valuable, and in many ways are meaningful to us. They can create wonderful opportunities to bond with those near and far, including those who would be normally beyond our reach geographically and temporally. For me it’s been great reconnecting with old friends from schools, jobs, and communities. And yes, who would think that Sylvester Stallone and Arnold Schwarzenegger would be but a FaceBook message away for me?

Yet while all the online interaction is fulfilling for us in so many ways—filling voids of all sorts in our lives—in reality the connections we make in the virtual world are but a tiny fraction of the real world human-to-human relationships we have in terms of their significance and impact.

The Journal article puts it this way: “This is not a sustainable way to live. This lifestyle of being constantly on causes emotional and physical burnout, workplace meltdowns, and unhappiness. How many of our most joyful memories have been created in front of a screen?”

One of the biggest fears that people have is not their own mortality, but that of being left alone in the corporeal world—for each of us, while a world unto ourselves, are small in the vastness of all that is around us. Perhaps to feel less alone, people amass and encircle themselves with great amounts of familiar, comforting, and loving people and things. And while people have these, they are connected, grounded, loved, and they are comforted that they are not alone.

But the harsh reality is that no matter how much we have in our lives, people are beings onto themselves, and over time, unfortunately and extremely painfully, all worldly things are ultimately lost.

The Journal states: “We may rely heavily on the Internet , but we cannot touch it, taste it, or experience the indescribable feeling of togetherness that one gleans from face-to-face interaction.”

Connections are great. Virtual relationships can be satisfying and genuine. All the technology communication mechanisms are fast, efficient, and powerful in their ability to reach people anytime and anywhere. Yet, we must balance all these with the people we care about the most. We cannot sacrifice our deepest and most intimate relationships by sitting in front of a computer screen morning, noon, and night and walking around with the BlackBerry taking phone calls and emails at our kids' school play, on their graduation day, and during their wedding recital. We are missing the boat on what is really important. We have forgotten how to balance. We have gone to extremes. We are hurting the ones we truly love the most.

“We need to uncouple our idea of progress from speed, separate the idea of speed from efficiency, pause and step back enough to realize that efficiency may be good for business and governments, but does not always lead to mindfulness and sustainable, rewarding relationships.”

Finally, with all the technology, we are in a sense becoming less human and more mechanical—like the Borg, in Star Trek—with BlackBerrys and Netbooks as our implants. Let’s find some time to pull the plug on these technologies and rediscover the real from the virtual.

Technology, A Comfort to the Masses

To Invest or Not to Invest, That is the Question

There are scarce dollars for investment purposes and many competing alternatives to invest in. Therefore, organizations must make wise investment decisions.

Common sense dictates that we invest in those technologies that will bring us the greatest return on investment. However, investing in IT is not only about seeking to maximize profitability or superior mission execution, but also about mitigating risk.

MIT Sloan Management Review, Spring 2009, discusses the need to balance between two types of investment risks.

The first, and obvious one is financial risk—“the failure to achieve satisfactory returns from an investment;” those organizations that load up on too much financial risk, can actually put themselves in danger of not being able to stay financially solvent i.e. too many poor investments and the company can be sunk!

The second risk is competitive risk—“the failure to retain a satisfactory competitive position for lack of investment.” Organizations that are too conservative and don’t invest in the future put themselves at risk of falling behind the competition, and may be even out of the race altogether.

So how do we balance these two risks?

On one hand, we need to make critical new IT investments to stay competitive and become more effective and efficient over time, but on the other hand, we need to manage our money prudently to stay on solid financial footing.

Managing financial risk is a short-term view—similar to looking at the daily stock market prices or quarterly financial returns; if we can’t meet our financial obligations today or tomorrow, game over. While managing competitive risk is a long term perspective on investing—we need to remain agile amidst our marketplace competitors and outmaneuver them over time picking up additional customers and market share and building brand and satisfaction.

In information technology management, we must manage both the short-term financial risk and the long-term competitive risks.

What tools are in the CIO’s arsenal to manage these risks effectively?

Enterprise architecture planning is a strategic function that takes a primarily top-down view and assesses organizational requirements (including competitive needs) and drives IT investments plans to meet those needs. In this way, EA manages competitive risk.

IT governance or capital planning and investment control is a bottom-up view that helps us manage shorter-term financial risks by providing a structure and process for vetting IT investments and prioritizing those. Sound IT governance helps us limit financial risk.

So we attack the risks from both ends—from the top and from the bottom.

While we cannot entirely eliminate the risks of failed IT investments or of missing opportunities to knock the competition off its feet, we can manage these by architecting our enterprise for long-term success and by appropriately scrutinizing the selection, control and evaluation of our investments so that we safeguard our financial resources.

So the CIO can err by going too far in either direction:

So a balance needs to be maintained.

“More specifically, a balance should be maintained between errors of omission and commission.” Fail to invest and modernize the organization’s technology and you commit the error of omission. Invest overly aggressively and you commit the error of commission. “A balance must be struck between the error of pursuing too many unprofitable investment opportunities as opposed to the error of passing up too many potentially profitable ones.”

To Invest or Not to Invest, That is the Question

Bridging the Business and IT Divide

Leadership is all about people. In the simplest terms, you can’t be a leader without followers. And to inspire and motivate people to follow, you need a clear vision and the ability to articulate it. Moreover, leaders need to be professionally and technically competent; they need to understand their industry and the competitive environment, and be able to effectively engage decision makers, subject matter experts, and employees across the enterprise and stakeholders outside of it.

For a CIO, leadership can be even more challenging because of the balance needed between the business and technical aspects of job and the need to communicate to those two communities in their respective languages and to be able to translate between them. Often, sitting in meetings I see the best intentioned IT folks often talking techie “right past” their business counterparts and the business folks discussing mission to IT people who may never have been outside the confines of the IT environment.

As the CIO, it’s key to bridge the divide and help the business and IT communities in the organization work together and learn to speak and understand each other. Only this way, can the IT folks understand the business requirements and the business folks understand the technical solutions being proposed.

To accomplish this, the CIO should have the business and IT people work together in integrated project teams (IPT’s), tiger teams, task forces, and so on to accomplish IT projects, rather than the business just being consulted at the beginning of the project on the requirements, and handed a “this is what we thought you wanted” deliverable at the end.

Further, the CIO should appoint business liaisons or customer relationship managers to routinely work with the business, understand their needs and work to address them—until completion and satisfaction. The business liaisons need to “own the customer” and should not just be a pass-through to the help desk with no follow up, closure, or performance measurement

Where appropriate, I think it is even a good idea to collocate the business and IT people together, rather than in their separate fiefdoms and functional silos to so they really become a cohesive team—sharing business and IT knowledge and working together to implement an IT enabled business.

Of course, the CIO should encourage training, field trips, work details, and other cross-pollinating initiatives.

Finally, a robust enterprise architecture and IT governance helps to effectively bring the business and IT people together to jointly build the plan and make the decisions, so that it is not one side or the other working in a vacuum or imposing little understood requirements or solutions on the other.

In the book, The New CIO Leader by Boardbent and Kitzis, one of the basic premises is that “every CIO will follow one of two paths:” as follows:

--either they will be a “chief technology mechanic,” narrowly focused on IT to the exclusion of the business.

- or they will be a “new CIO leader,” where “IT is at the heart of every significant business process and is crucial to innovation and enterprise success.”

To be the new CIO leader, and truly integrate IT into the very fabric of the mission, you need to “weave business and IT strategy together” and also integrate the business and IT people to work effectively together.

Of course, this starts with building a high-performing IT organization, but must also involve regularly reaching out to the business at every opportunity and including them as full partners in build effective and efficient enterprise architecture planning, IT governance, and full systems life cycle execution.

In my opinion, the new CIO leader, does not think just IT, but lives and breathes the business and does everything in their power to bring the two not just in alignment, but in true partnership.

How important is this?

As Broadbent and Kitzis state: “If you don’t think like a constantly ‘re-new-ing’ CIO, you may be on our way to becoming an ex-CIO.

Bridging the Business and IT Divide

Engineering Employee Productivity and Enterprise Architecture

Ever since (and realistically way before) Fredrick Taylor’s time and motion studies, employers have looked to “engineer” the way employees do their work to make them more efficient and effective.

The Wall Street Journal, 17 November 2008, reports that “Stores Count Seconds to Trim Labor Costs.”

Companies “break down tasks such as working a cash register into quantifiable units and devise standard times to complete them, called ‘engineered labor standards.’ Then it writes software to help clients keep watch over employees.”

So for example, in some retailers, “A clock starts ticking the instant he scans a customer’s first item, and it doesn’t shut off until his register spits out a receipt.”

Employees who don’t meet performance standards (e.g. they fall below 95%), get called into for counseling, training, and “various alternatives” (i.e. firing).

The result is “everybody is under stress.”

So, is this workforce optimization or micromanagement? Is this helping employees learn do a better job or is this just scare tactics geting them under the management whip?

Some employers are claiming improved productivity and cost savings:

One retailer, for example, claims saving $15,000 in labor costs across 34 stores for every one second shaved from the checkout process.

But others are finding that customer service and employee morale is suffering:

Check clerks are not as friendly. They don’t chat with customers during checkout. Cashiers “avoid eye contact with shoppers and generally hurry along older or infirm customers who might take longer to unload carts and count money.”

Additionally, as another cashier put it, “when you’re afraid you’re going to lose your job, you make more mistakes.”

Other employees are gaming the system to circumvent the rigid performance measures and for example, improving their time by hitting the suspend button to stop the clock more than they are supposed to—it is meant only for use when remotely scanning bulky merchandise.

The other problem with the engineered labor standards is that they often don’t take into account the “x factors”—the things that can go wrong that adversely affect your performance times. Some examples: customers who don’t have enough cash or those “digging through a purse,” credit cards that don’t swipe, “an item with no price or item number,” customers who forget something and go back or those that ask for an item located at the other end of the store.

It seems obvious that while we need to measure performance, we need to make sure that we measure that right things and in the right way.

What good is measuring pure speed of transactions to “boost efficiency” if at the same time we

1. alienate our customers with poor service or
2. harm employee morale, integrity and retention with exacting, inflexible, and onerous measurements?

Like all sound enterprise architecture efforts, we need to make sure that they are reasonable, balanced, and take into account not just technology, but people, and process.

In this case, we need to ensure the process is customer service driven and the employees are treated fairly and humanly. Without these, the productivity savings of engineered labor standards will be more than offset over time by the negative effects to our customers and employees.

Engineering Employee Productivity and Enterprise Architecture

Balancing Strategy and Operations and The Total CIO

How should a CIO allocate their time between strategy and operations?

Some CIOs are all operations; they are concerned solely with the utility computing aspects of IT like keeping the desktops humming and the phones ringing. Availability and reliability are two of their key performance measurement areas. These CIOs are focused on managing the day-to-day IT operations, and given some extra budget dollars, will sooner spend them on new operational capabilities to deploy in the field today.

Other CIOs are all strategy; they are focused on setting the vision for the organization, aligned closely to the business, and communicating the way ahead. Efficiency and effectiveness are two of their key performance measurement areas. These CIOs are often set apart from the rest of the IT division (i.e. the Office of the CIO focuses on the Strategy and the IT division does the ops) and given some extra budget dollars, will likely spend them on modernization and transformation, providing capabilities for the end-user of tomorrow.

Finally, the third category of CIOs, balances both strategy and operations. They view the operations as the fundamentals that need to be provided for the business here and now. But at the same time, they recognize that the IT must evolve over time and enable future capabilities for the end-user. These CIOs, given some extra budget dollars, have to have a split personality and allocate funding between the needs of today and tomorrow.

Government Technology, Public CIO Magazine has an article by Liza Lowery Massey on “Balancing Strategy with Tactics Isn’t Easy for CIOs.”

Ms. Massey advocates for the third category, where the CIO balances strategy and operations. She compares it to “have one foot in today and one in tomorrow…making today’s decisions while considering tomorrow’s impacts.”

How much time a CIO spends on strategy versus operations, Ms. Massey says is based on the maturity of the IT operations. If ops are unreliable or not available, then the CIO goes into survival mode—focused on getting these up and running and stable. However, when IT operations are more mature and stable, then the CIO has more ability to focus on the to-be architecture of the organization.

For the Total CIO, it is indeed a delicate balance between strategy and operations. Focus on strategy to the detriment of IT operations, to the extent that mission is jeopardized, and you are toast. Spend too much time, energy, and resources on IT operations, to the extent that you jeopardize the strategy and solutions needed to address emerging business and end-user requirements, and you will lose credibility and quickly be divorced by the business.

The answer is the Total CIO must walk a fine line. Mission cannot fail today, but survivability and success of the enterprise cannot be jeopardized either. The Total CIO must walk and chew gum at the same time!

Additionally, while this concept is not completely unique to CIOs, and can be applied to all CXOs, CIOs have an added pressure on the strategy side due to the rapid pace of emerging technology and its effects on everything business.

Balancing Strategy and Operations and The Total CIO

Architecting a Balance

As a child, we learn from our parents, teachers, and mentors, that too much of even a good thing is bad for you: be it sweets or hard work—in fact, just about anything taken to an extreme is deadly.

The lesson of finding a balance in life has been captured in religious and philosophical teaching about practicing a middle of the road or golden path approach in life. In architecture as well, developing a strong viable architecture is also premised on balancing conflicting demands and finding that delicate balance.

In simple terms, architecting a balance shows up in having to manage scarce IT resources. So that while on one hand, we may like to have the latest and greatest technologies to give us every edge, we have to balance to promise of those technologies with the cost involved. We do not have endlessly deep pockets.

Similarly, while on one hand, we it would be wonderfully customer-centric to provide each and every one of our customers the customized business processes and technology solution that they want, prefer, or are simply most familiar or comfortable using; on the other hand, we must balance the innovativeness and agility that our customers demand with the need to standard around enterprise and common solutions, which provide a more structured, deliberate, and lower cost base on which to service the enterprise.

As we know from childhood, it is not easy to find the “right” balance. That next bite of cotton candy tastes great going down and we won’t feel the stomachache till later that evening.

National Defense Magazine, November 2007, has an article about architecting a balance in the Coast Guard mission of maritime security, titled “License to Boat?”

The threats from small boating vessels are threefold:

1. Smuggling—“the use of a boat to smuggle people or weapons of mass destruction into the United States.”
2. Waterborne improvised explosive device (IED)—“that a boat will be used as a weapon itself by a suicide bomber” (such as the attack in 2000 on the USS Cole). “Imagine…the consequences of waterborne IEDs against passenger ships, against tankers, against port facilities themselves.”
3. Weapons’ platform—“boat used as a platform to launch a weapon, such as a short-range ballistic missle,” says Dana Goward, Director of MDA, at the U.S. Coast Guard

Despite these serious security threats, the article discusses the challenges of architecting a balance between increased security/maritime domain awareness (such as through requiring of boating licenses and/or automated identification systems for the more than 17 million small vessels that operate in U.S. waterways) and the desire to “ensure that future regulations don’t compromise boaters’ way of life or disrupt the flow of commerce.”

Of course, there is more than one way to skin a cat, so if security options don’t include boating licenses, Goward states, “the answer could be something as simple as a combination of rules, extra patrols, and increased monitoring on the waterways.”

When it comes to balancing competing interests, nothing is really simple. National Defense Magazine reports that in terms of maritime security, the Congressional Research Service (CRS) report on “Maritime Security: Potential Terrorist Attacks and Protection Priorities,” states that “terrorists are more likely to use small boats for waterborne attacks because they ‘satisfy the overwhelming terrorist requirements for simplicity,” Now, we need to continue architecting solutions that meet these security threats head-on, but at the same time preserve freedoms, our way of life, and support international commerce.

Creating balance between alternate views/needs is one of the biggest challenges, but also has the potential for some of the greatest benefits, because by striking a balance, we have the potential to satisfy the greatest number of stakeholders and optimize our ability to meet conflicting requirements. It’s easy to (as the Nike slogan says) “just do it,” but it’s hard to do it and not mess up something else in the process. For example, it’s relatively easy to do security, if you aren’t concerned with the affect on quality of life, commerce, and so on. However, this is not realistic.

Like all things in life, finding the right balance is an art and a science, and requires ongoing course corrections.

Architecting a Balance