3 Maps to Innovation Success

3 Maps to Innovation Success

Several years ago, my now-husband and I were in London. It was his first time in the city but my 4th or 5th so, naturally, I talked a big game about how well I knew the city and how I would be, with the help of our handy tourist map, our tour guide.

Things were going fine until I took the wrong road leading away from Buckingham Palace. I thought we were heading straight to Parliament. We were not. 

After a walk that lasted far longer than it should have, he nervously asked,” We’re lost, aren’t we?”

With wounded pride and astounding stubbornness, I declared, “We’re not lost. I know exactly where we are. It’s just not where we want to be.”

Maps are incredibly useful. Until they’re not.

Innovation literature has more maps than a Rick Steves’ guidebook, and most are quite useful. If they’re used at the right time for the right purposes in the right way by the right people (which is a lot of rights that have to be right).

Here are three of my favorites – 2 classics and a new one that blew my mind

Stakeholder Map:

Avoid getting blind-sided, buttering up the wrong people, or ignoring potential champions

  • What it is: A visual representation of the people, roles, and groups who (1) are involved in and affected by a challenge or system and (2) have the power to affect or are likely to be affected by the proposed solution. Stakeholders can be internal and/or external to the organization
  • Why you need one: To prioritize where and how you spend your time understanding, influencing, communicating, collaborating, persuading, and selling
  • When to create it: At the very beginning of a project and then updating as you learn more
  • How to use it: Interaction Design Foundation explains it simply and concretely:
    • Brainstorm who your internal AND external stakeholders are
    • Prioritize them using an Influence x Interest two-by-two matrix
    • Engage and communicate based on their place in the chart

Journey Map

Spot opportunities to create radical value through incremental innovations

  • What it is: A visual representation of what your customer/consumer/user does, thinks, and feels as they move from awareness of a need/want/JTBD to loyalty to a solution. Journey maps should dig deep into moments where customers currently interact with your organization and highlight opportunities where interaction can and should occur
  • Why you need one: To identify opportunities for innovation by surfacing customer current pain points between your customer and your business (or competitors if your business isn’t there and can/should be)
  • When to create it:
    • Create the basic structure (start and end point) or a hypothesized journey before primary research.
    • During research, work with individual stakeholders to develop their maps using (and adapting) your initial structure.
    • At the end of research and before ideation, synthesize insights into the smallest possible number of maps to use as inspiration for solution brainstorming
  • How to use it: IDEO offers simple instructions and tips based on practical use:
    • Brainstorm who your internal AND external stakeholders are
    • Prioritize them using an Influence x Interest two-by-two matrix
    • Engage and communicate based on their place in the chart

Service Map

Make journey maps actionable (and see how your innovation affects your operations)

  • What it is: A visual representation of the people, touchpoints, processes, and technology required/desired both frontstage (what customers see) and backstage (what happens behind the scenes). Similar to process documentation with a special focus on the customer
  • Why you need one: Doing something new (i.e., innovating) often requires changes to internal operations, organizations, and processes, but these changes are often ignored or unexplored until late in the process, potentially slowing or stopping the development and launch of a new solution.
  • When to create it: Draft a baseline current state once you have 50% confidence in the general area or type of solution to be created (e.g., we want to improve the use of digital tools in classrooms, so let’s create a service map for our current digital offerings and operations). Then continually revise and update it as the solution/service develops.
  • How to use it: Interaction Design Foundation offers practical instructions and advice.
    • Identify the service to be blueprinted
    • Identify the customers to be service
    • Examine the customers’ experience of the process (customer journey map)
    • Identify the role and impact of employees, processes, technology, and other operational and organizational factors on the service
    • Link activities together to show a natural flow between frontstage and backstage

What’s your favorite map (innovation or otherwise)?

3 Steps to Turn a Cynic into a Believer

3 Steps to Turn a Cynic into a Believer

You are a leader, an innovator, and an optimist. You see what’s possible, and you sell people on your vision, encouraging them to come on the journey of discovery with you. You’re making progress, getting things done until *WHAM* you run right into that one person. You know who I’m talking about.

Dr. No.

Sometimes you see them coming because they’re from Legal, Regulatory, Finance, or another function that has the reputation of being a perpetual killjoy.

Sometimes you hear them coming:

  • “Why are we doing this? Don’t we have enough to do?”
  • “We tried this in 19XX. It didn’t work then, and it won’t work now.”
  • “I don’t have time for this. I have real work to do.”

Sometimes they sneak up on you, privately supporting your efforts only to undermine your efforts publicly.

But they’re always there. Waiting for the opportunity to not just rain on your parade but to unleash a category 5 Hurricane of obstacles, barriers, and flat-out refusals on your innovation efforts.

This is precisely why Dr. No is among the first people to invite to the parade.

Why You Need to Say Yes to Dr. No

Let’s be honest, no one wants to do this. At best, Dr. No’s negativity and smug predictions of inevitable failure are downers, dampening and discouraging the culture of questioning, experimentation, and learning you’re trying to create. At worst, it can feel like working with a saboteur hell-bent on doing the “I told You So” dance atop the ruins of your innovation team.

But just like eating your vegetables, you need to do it because it will make you and your innovation efforts healthier, stronger, and more likely to live longer.

How to Say Yes to Dr. No

Step 1: Be Human. Together.

As with many things in life, the first step is changing how you think and behave. Naturally, you have feelings, perceptions, and even predictions about Dr. No and their likely behavior. Set them aside. Not because they’re incorrect but because you can’t move forward if you’re standing in a hole.

So, start with what you have in common – Dr. No is a human being, just like you.

Like other human beings, Dr. No needs to feel connected and accepted. When they don’t feel connected and accepted, they will feel defensive and under attack and respond by taking steps to protect themselves and their jobs. But when they connect and feel accepted, you have the foundation for psychological safety

To establish a connection and foster a feeling of acceptance, try:

  • Acknowledging the importance of the job they’re doing and its impact on the business
  • Asking questions to understand better how they think and what they prioritize
  • Building a rapport by sharing some of your aspirations and concerns and asking about theirs

Step 2: Invite Them on the Journey

People love what they create. It’s the only way to explain why people have outsized attachments to IKEA furniture, distorted art projects, and failed products. 

Invite Dr. No to be part of the creation process. Don’t tell them they’re part of it, that’s the business version of kidnapping, and no one likes being kidnapped. 

Instead, express your desire for them to be involved because you value their perspective. Ask them how and when they want to be involved. Share how you want them to be involved. Then work together to find a solution that works for both of you. Stay open to experimenting and changing how and when involvement happens. Make this a learning process for both of you as you work to do what’s best for the business.

Step 3: Stay curious

One of the most valuable lessons from Ted Lasso (and not Walt Whitman) is the importance of being curious, not judgmental.

As you do the work of innovation, there will be times when Dr. No lives up (or down) to their name. No matter how much time you invested in your relationship, how much psychological safety you built, or how involved they were in the process, they will still say No.

If you are judgmental, that No is the end of the conversation. If you’re curious, it’s the start.

So, get curious and ask,

  • What causes you to say that? (probe on what they see, think, and feel)
  • Have you seen something like this before? What was the context? What happened?
  • What do you need to see to say Yes?

Engage them in solving the problem with you rather than defending themselves against you.

Can Dr. No become Dr. Yes?

Maybe.

I’ve seen it happen, even to the point that Dr. No became the team’s loudest champion.

I’ve also seen it not happen. But even then, the No is less harsh, devastating, and final.

You won’t know until you try. Certainly, you won’t say no to that.

3 Ways to Confidently Make Smarter Decisions

3 Ways to Confidently Make Smarter Decisions

When my niece was 4 years old, she looked at her mom (my sister) and said, “I can’t wait until I’m an adult so I can be in charge and make all the decisions.”  My sister laughed and laughed.

Being in charge looks glamorous from the outside, but it is challenging, painful, and sometimes soul-wrenching. Never is this truer than when you must make a tough decision and don’t have all the data you want or need. 

But lately, I’ve noticed more and more executives defer making decisions. They’ll say they want more data, to hear what another executive thinks, or are nervous that we’re rushing to decide. 

This deferral is a HUGE problem because making decisions is literally their job! After all, as Norman Schwarzkopf wrote in his autobiography, “When placed in command, take charge.” 

When you decide, you lose

A decision is “a choice that you make about something after thinking about several possibilities.”  Seems innocent enough, right? Coke or Pepsi. Paper or plastic. Ariana Madix or Raquel Leviss (if you don’t know about this one, consider yourself lucky. If you choose to know about it, click here).

The problem with making decisions is that loss is unavoidable. Heck, the word “decide” comes from the Latin roots “de,” meaning off, and “caedre,” meaning cut. When you choose Coke, paper bags, or Ariana, you are cutting off the opportunity to drink Pepsi with that meal, use a plastic bag to carry your purchases or support Rachel in a pointless pop culture debate.

Decisions get more challenging as the stakes get higher because the fear of loss skyrockets. Loss aversion, a cognitive bias describing why the psychological pain of loss is twice as acute as the pleasure of gain, is common in cognitive psychology, decision theory, and behavioral economics. You see this bias in action when someone refuses to ask questions or challenge the status quo, to take a good deal because it’s below their initial baseline, or to sell an asset (like a house) for less than they paid for it. 

No decision is the worst decision

Deciding not to decide is often the worst decision of all. Because it feels like you’re avoiding loss and increasing your odds of making the right decision by gathering more data and input, it’s easy to forget that you’re losing time, employee engagement and morale, and potential revenue and profit.

When you decide not to decide, progress slows or even stops. No decision gives your competition time to catch up or even pass you. Your team gets frustrated, morale drops, and people search for other opportunities to progress and have an impact. The date of the first revenue slips further into the future, slowly becoming just a theoretical number in a spreadsheet.

Decide how to decide

In a VUCA world, a perfect, risk-free decision that offers only upside does not exist. If it did, the business wouldn’t need an executive with your experience, intellect, and courage. Yet here you are. 

It’s your job to make decisions.

Make that job easier by deciding how to decide

Tell people what you need to see to say Yes. “I’ll know it when I see it” is one of the biggest management cop-outs ever. If you don’t know what you want, don’t waste money and time requiring your team to become mind readers. But you probably know what you want. You’re just afraid of being wrong. Instead of allowing your fear to fuel inefficiency, tell the team what you need or want to see and that, as they make progress, that request might change. Then set regular check-ins so that if/when it happens, it happens quickly and is communicated clearly.

Break big decisions down into little decisions. I once worked with a team that had an idea for a new product. They planned to pitch to the executive committee and request 3 million dollars to develop and launch the idea. After some coaxing, we decided to avoid that disaster and brainstormed everything that needed to be true to make the idea work. We devised a plan to test the three assumptions that, if we were wrong, would instantly kill the idea. When we pitched to the executive committee, we received an immediate Yes.

Present options and implications. As anyone with a toddler knows, you don’t ask yes or no questions. You give them options – do you want to wear the yellow or pink shirt? If they pick something else, like their Batman costume, you explain the implications of that decision and why the options previously presented are better. Sometimes they pick the yellow shirt. Sometimes they pick the Batman costume. You could force them to make the right decision, but no one wins. (Yes, I just compared managers to toddlers. Prove me wrong).

It’s your decision

Being in charge requires making decisions. When you decide, you lose the option (maybe temporarily, maybe forever) to pursue a different path. But you can’t be afraid to do it.

After all, “Sometimes you win, sometimes you lose, sometimes it rains.”

Why You Need to Define “Innovation” (Hint: It’s All About Efficiency)

Why You Need to Define “Innovation” (Hint: It’s All About Efficiency)

As the world around you becomes more volatile, uncertain, complex, and ambiguous (VUCA), you know that you need to build skills to navigate it and inspire others to follow your path.

But what if you are the source of ambiguity? 

Because you are. Every time you speak.

The words we use always have clear meaning and intent to us but may not (and often don’t) have the same meaning and intent to others. 

That’s why one of the first and most essential things a company can do when starting its innovation journey is to decide what “innovation” means. It may seem like an academic exercise, but it becomes very practical when you discover that one person thinks it means something new to the world, another thinks it’s a new product, and a third thinks it means anything commercialized.

Ambiguity = Efficiency?

“Innovation” isn’t the only word that is distractingly ambiguous. Language, in general, evolved to be ambiguous because ambiguity makes it more efficient. In 2012, cognitive scientists at MIT found the ambiguity–efficiency link, noting “words with fewer syllables and easier pronunciation can be ‘reused,’ avoiding the need for a vast and increasingly complex vocabulary.” 

You read that right. In language, ambiguity leads to efficiency.

Every time you speak, you’re ambiguous. You’re also efficient.

The RIGHT level of Ambiguity = Efficiency!

In 2014, researchers at Pompeu Fabra University in Barcelona found that language’s ambiguity is critical to communicating complex ideas,

“the researchers argue that the level of ambiguity we have in language is at just the right level to make it easy to speak and be understood. If every single object and concept had its own unique word, then language is completely unambiguous – but the vocabulary is huge. The listener doesn’t have to do any guessing about what the speaker is saying, but the speaker has to say a lot. For example, “Come here” might have to be something like “I want you to come to where I am standing.” At the other extreme, if the same word is used for everything, that makes it easy for the speaker, but the listener can’t tell if she is being told about the weather or a rampaging bear.”

.

Either way, communication is hard. But Sole and Seoane argue that with just the right amount of ambiguity, the two can find a good trade-off.”

A certain level of ambiguity is efficient. Too much or too little is inefficient.

How to find the RIGHT level of Ambiguity for “Innovation”

In everyday life, it’s ok for everyone to have a slightly different definition of innovation because we all generally agree it means “something new.”  Sure, there will be differences of opinion on some things (is a new car an “innovation” if it just improved on the previous model?). Still, overall, we can exist in this world and interact with each other despite, or maybe because of, the ambiguity.

Work is a different story. If you are responsible for, working on, or even associated with innovation, you better be very clear on what “innovation” means because its definition determines expectations and success for what you do. If it means one thing to you and a different thing to your boss, and a third thing to her boss, you’re in for a world of disappointment and pain.

Let’s avoid that.  Instead:

  1. Define the word
  2. Get everyone to agree on the definition
  3. Use the word and immediately follow it with, “And by that, I mean (definition)”

Gently correct people when they use the word to mean something other than the agreed-upon definition. Once everyone uses the word correctly, you can stop defining it every time because its meaning has taken root.

So, the next time someone rolls their eyes and comments on the “theoretical” or “academic” (i.e., not at all practical, useful, or actionable) exercise of defining innovation, smile and explain that this is an exercise in efficiency.

5 Tips for Navigating Uncertainty from Execs at P&G, CVS, Hannaford, and Intel

5 Tips for Navigating Uncertainty from Execs at P&G, CVS, Hannaford, and Intel

“We have successfully retained the opportunity for improvement.”

When the CEO said this to kick off a meeting, I knew we were in for an adventure. He smirked at the corporate double-speak, paused for the laughter, then outlined all the headwinds facing the business. But the only thing I remember from that meeting was his opening line.

I think about it all the time. Because it seems to apply all the time.

And despite the turmoil brought on by a pandemic, a war, and an economic slowdown, we have successfully retained the opportunity to improve how we deal with uncertainty. 

That isn’t to say we haven’t improved over the past three years. In fact, at an event sponsored by NextUp, four executives from P&G, CVS, Hannaford, and Intel shared what they learned and how they changed while navigating uncertainty.

Listen more

Dave DeJohn, Director of Operations for Hannaford, talked about the importance of listening deeply and constantly to employees, especially those on the front lines. Consistent with its core values of family, community, quality, and value, store associates are trained that the customer is always right. However, as incidents of verbal abuse increased during the lockdowns, employee satisfaction and mental health declined. By closely listening and observing what was happening in stores, Hannaford’s leadership modified their customer service approach to “the customer is always right, within reason” and empowered employees to stand up for themselves and each other when faced with hostile shoppers.

Stronger relationships lead to stronger results

Every executive shared stories from the early days of working from home – technical glitches, kids invading calls, and even cats positioning themselves awkwardly in front of cameras when the human stepped away.   Far from being signals of a lack of commitment or professionalism, these moments transformed roles and titles into human beings, juggling all the things humans must juggle. Once people started seeing others as fellow humans versus bosses, peers, or subordinates, they connected on a human level and formed genuine and trusting relationships. Those relationships led to better collaboration, more effective troubleshooting, and better business results.

Concise concrete communication is critical

In periods of uncertainty, information is power. But it’s also constantly changing. For that reason, constant communication is a must. But in a large organization, communication often comes from multiple departments – employee relations, HR, health and safety, operations, and marketing, to name a few – and that can be overwhelming. For this reason, DeJohn learned that keeping every message concise (ideally the length of a tweet but no more than a short paragraph) and concrete (specific, tangible, tactical rather than high-level platitudes) proved critical to keeping people aligned and moving forward.

Just because you can, doesn’t mean you need to

Keris Clark, VP of Sales at P&G, spoke about the drastic shift in her work/life balance when she could no longer travel to see customers or attend meetings. Instead of taking the first flight from Boston to Seattle for a meeting and then a red-eye back home, she suddenly had time to work out, cook, and spend time with family. As travel became safer and invitations to far-away meetings came in, she thought more critically about whether or not to book the tickets. Like most of us, she still travels for some things, but it’s no longer the default option now that more people are used to video calls and other ways of working.

We can do things differently and still deliver

COVID’s effect on the supply chain is well documented, and Tiffiny Fisher, Chief of Staff and Technical Assistant for Intel’s America region, gave us a view into Intel’s situation in the earliest days of the pandemic. With fabrication, assembly, and testing sites throughout Asia, Intel had to work quickly to figure out how to continue operating while staying with government lockdown guidelines. Ultimately, hundreds of employees volunteered to leave their families and live in hotels near Intel facilities so that they could continue operating. It was a huge sacrifice by employees and probably not one that anyone would want to make again. Still, it proved that Intel, with the support of its employees, could quickly make massive changes to its operations while continuing to deliver results.

Uncertainty can be deeply uncomfortable, even frightening, even though we face it every day. Building the skills to navigate it and learning lessons about what works and doesn’t can make it easier. But if you still struggle, don’t worry. It just means you’ve successfully retained the opportunity for improvement.

The 3 Types of Innovation Are Not What You Think They Are (But They Do Determine Your Success)

The 3 Types of Innovation Are Not What You Think They Are (But They Do Determine Your Success)

The Official Story

“Innovation” is not peanut butter.  

You can’t smear it all over everything and expect deliciousness.

When discussing innovation, you must be specific so people know what you expect. This is why so many thought leaders, consultants, and practitioners preach the importance of defining different types of innovation.

  • Clayton Christensen encourages focusing on WHY innovation is happening – improve performance, improve efficiency, or create markets – in his 2014 HBR article.
  • The classic Core/Adjacent/Transformational model focuses on WHAT is changing – target customer, offering, financial model, and resources and processes.
  • McKinsey’s 3 Horizons focus on WHEN the results are achieved – this year, 2-3 years, 3-6 years.

It’s easy to get overwhelmed by the options and worry about which approach is “best.”  But, like all frameworks, they’re all a little bit right and a little bit wrong, and the best one is the one that will be used and get results in your organization.

The REAL story

Everything in the official story is true, but not the whole truth.

“Innovation” is not peanut butter.  

You can’t smear it all over everything and expect deliciousness.

When doing innovation, you must remember your customer – the executives who make decisions, allocate resources, and can accelerate or decimate your efforts. 

More importantly, you need to remember their Jobs to be Done (JTBD) – keep my job, feel safe and respected, and be perceived as competent/a rising star – because these jobs define the innovations that will get to market.

3 REAL types of innovation

SAFE – The delightful solution to decision-makers’ JTBD

Most closely aligned with Core innovation, improving performance or efficiency, and Horizon 1 because the focus is on improving what exists in a way that will generate revenue this year or next. Decision-makers feel confident because they’ve “been there and done that” (heck, doing “that” is probably what got them promoted in the first place). In fact, they’re more likely to get in trouble for NOT investing in these types of innovations than they are for investing in them.

STRETCH – The Good Enough solution

Most like Adjacent innovation because they allow decision-makers to keep one foot in the known while “stretching” their other foot into a new (to them) area. This type of innovation makes decision-makers nervous because they don’t have all the answers, but they feel like they at least know what questions to ask. Progress will require more data, and decisions will take longer than most intrapreneurs want. But eventually, enough time and resources (and ego/reputation) will be invested that, unless the team recommends killing it, the project will launch.

SPLATTER – The Terrible solution

No matter what you call them – transformational, radical, breakthrough, disruptive, or moonshots – these innovations make everyone’s eyes light up before reality kicks in and crushes our dreams. These innovations “define the next chapter of our business” and “disrupt ourselves before we’re disrupted.”  These innovations also require decision-makers to let go of everything they know and wander entirely into the unknown. To invest resources in the hope of seeing the return (and reward) come back to their successor (or successor’s successor). To defend their decisions, their team, and themselves when things don’t go exactly as planned.

How to find the REAL type that will get real results.

  1. “You said you want X. Would you describe that for me?” (you may need to give examples). When I worked at Clayton Christensen’s firm, executives would always call and ask for our help to create a disruptive innovation. When I would explain what they were actually asking for (something with “good enough” performance and a low selling price that appeals to non-consumers), they would back away from the table, wave their hands, and say, “Oh, not that. We don’t want that.
  2. “How much are you willing to risk?”  If they’re willing to go to their boss to ask for resources, they’re willing to Stretch. If they’re willing to get fired, they’re willing to Splatter. If everything needs to stay within their signing authority, it’s all about staying Safe.
  3. “What would you need to see to risk more?”  As an innovator, you’ll always want more freedom to push boundaries and feel confident that you can convince others to see things your way. But before you pitch Stretch to a boss that wants Safe, or Splatter to a boss barely willing to Stretch, learn what they need to change their minds. Maybe it will be worth your effort, maybe it won’t. Better to know sooner rather than later.