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May
21

CI Series: 4. Frame The Foundation

Tom Hawes Competitive Intelligence, Organizational Development 2 comments

Where I live it is common to have slab foundations (How to Build a Slab Foundation) for homes.

Slab foundations are solid blocks of poured concrete on top of which the structure is erected. There are several important characteristics that a slab foundation must have in order to support the house that is being built.

slab

  • It must be shaped correctly for the house. It is costly and difficult to alter the basic shape after it hardens.
  • Although it looks like a solid mass of concrete, it actually conceals a great deal of infrastructure including electrical conduits, plumbing and cables (which provide strength).
  • Everything attached to or embedded in the foundation must be in the right place (again, it is hard to change things fixed in concrete). For example, the plumbing for sewage should emerge where the bathrooms are planned to be.
  • Finally, after doing all of the necessary things, it is important to preserve your flexibility for all of the remaining elements of the home. For instance, the placement of the second story wall for the guest bedroom is not to be tied to something in the design of the foundation.

The foundation serves its purpose even though it is not a visible feature of the home. The structure above obscures what is beneath it and many people give little thought to what they don’t see. However, you absolutely must pay attention to your CI foundation. And the quiet time after your first management presentation is a good time to establish what will support all that you do later.

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business strategy, CI techniques, Competitive Intelligence, effective presentations, failure signs, management, SCIP, strategy, Strategy Effectiveness, strategy evaluation, strategy implementation
May
15

CI Series: 3. Tease The Vision

Tom Hawes Competitive Intelligence, Strategy Effectiveness Add your comment

Congrats.wmfCongratulations!

If you have gotten this far then you already spotted an important need for competitive intelligence, identified a senior leader that cares about it and managed to get the assignment to address the need. Even better than that, you worked into the discussion the topic “competitive intelligence.” Whether or not it really registered with your leader could be debated. They may have simply been glad to offload a difficult subject to a willing soul. Their expectations are low (and you should have tried to set them that way) but you have started toward a vision that will now become clearer soon.

More importantly, you have begun to set a people oriented tempo to your work.

You are recognizing (or at least hoping) that competitive intelligence will touch important areas for leaders in the company. CI analyses will show how well competitors are doing and sometimes how poorly your company is performing.

Meanwhile, leaders and peers are invested in how things are going. They set in place strategies that they think will be effective. And your work will eventually help them be more successful. However, that time is in the future. Between now and then is a minefield of egos, insecurities, turf wars, differing philosophies and more. Don’t worry too much, you can get through it. I’ll help you.

What’s next in our slow march to introduce a successful competitive intelligence program into the organization?

You tease them.

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business strategy, Competitive Intelligence, consulting, effective presentations, management, strategy, Strategy Effectiveness, strategy evaluation, strategy implementation
May
13

CI Series: 2. Get The Job

Tom Hawes Competitive Intelligence, Strategy Effectiveness 4 comments

Do you believe that the best jobs are the ones created for you? (I do.)

That is, because of your interests, skills and initiatives, you convince someone to assign to you what you wanted all along.

Competitive intelligence positions are often like that. As I described in my “Find the Pain” entry, it starts with recognizing that something is missing in the organization and seeing that the missing element is causing real pain to someone in leadership. Though their response to the pain may not be the immediate formation of a competitive intelligence function, there is an opportunity for someone with insight to gain such a role.

What does it take to get the job? There are two important points to remember.

First, ask for the job by name.

That means that using “competitive”, “competitor” or “intelligence” in your discussions is important. At this stage it only signals the domain of your effort. It does not mean that the leader has to authorize a budget, commit significant personal time or invest their prestige in the effort. It does alert those that are observant that you might be about a larger, more valuable task.

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Competitive Intelligence, consulting, effective presentations, management, strategy, Strategy Effectiveness, strategy evaluation
Mar
08

PowerPoint Woke Me Up

Tom Hawes Strategy Effectiveness 1 comment

I awoke a couple of days ago at 5:30 AM. Usually that means that the dogs want to go outside. This day my thoughts were all about PowerPoint. Strange, I know. But I woke up thinking about all that I have learned about doing and, more importantly, not doing with this tool from Microsoft.

First, a disclaimer is warranted. I have personally created hundreds of PowerPoint presentations for many different purposes. The organizations that I was in expected that information would be delivered this way during meetings. So, I learned all of the ins and outs including all of the fancy animations, colorful templates and so on. I neither hate PowerPoint as some do nor do I consider it the answer to all communication questions.  But I do have some rules that I have evolved that make sense to me for the (mostly) technology oriented audiences that I have served. I have used these rules while doing strategy and competitive intelligence presentations for many levels of management.

When telling a story, it (usually) is best to tell it in a form that is familiar.

If an organization “thinks” in PowerPoint, then be prepared to tell and sell using that tool. I have to add the “usually” caveat because sometimes it is important to be different when the message is fundamentally different. For instance, in one strategy discussion, I used PowerPoint to create the presentation but rather than projecting it one slide at a time, I printed the12 slides and spread them out of the conference room table. Then the managers that attended stood around the table to view the content. At their own pace and in their preferred order, they could view the slides. This helped get all of the information in view at once and facilitated a better discussion of the complex topic.

Leave out the cuteness.

For business audiences, my feeling is that the animations, transitions and other such things are distractions. Of course there will be exceptions but most of the time people can absorb information much faster than some click through sequence controlled by a presenter.

Deliver the appropriate information density.

Few things are worse than 10 point font paragraphs densely displayed on a slide. I wish that I had a dollar for the number of times that I have heard from presenters that “I know you can’t read this but …”. (Embarrassingly, I have said it a few times.) On the other hand, I have also suffered through slides which are 10 words. Both approaches are disrespectful of the audience and show woeful preparation from the presenter.

The “right” information density is best described through Ed Tufte’s teachings. Far from eliminating detail, he advocates large amounts of information be delivered. The key is the presentation technique. For example, Tufte has described many useful depictions of trends and data sets that allow someone to make meaningful interpretations of data. One example is the use of Sparklines which highlights trends and outliers very well. Bissantz is a commercial vendor of this tool.

Tufte explains (and sells) the iconic diagram which traces Napoleon’s march to Moscow and back. It is a masterpiece of appropriate information density which allows that viewer to extract multiple important meanings about the event,

Tell a story.

Novelists and other writers have an advantage over many people in business. They understand that a typical book has a plot with characters, twists and turns and at the end a conclusion. In contrast, many business presentations rather than having any discernable story are a somewhat disjoint collection of facts. The impact of this approach is that there is little impact. It wastes time and distracts an organization from doing meaningful work.

It’s only a tool. Make sure you communicate.

I know people that love certain software. Some of them love PowerPoint and consider it important to their life. Okay. The rest of us need to remember that it is only one tool for communicating with our audiences. If we master PowerPoint and create the most beautiful presentations known to man but don’t connect with our audiences, what have we gained. Nothing. In strategy and competitive intelligence, communication usually has a purpose which could be to inform, to persuade or to educate. The tool used to convey information should be obviously subordinate to the purpose.

I enjoy creating presentations. Anyone that has worked with me on a presentation will agree that I am a stickler for what I present (i.e., it has to look good, it has to make sense, it has to spur discussion). I am proud of slides that I have created that allowed people to see something that they had not seen before and, because of that awareness, they can contemplate changes to what they previously knew. Nevertheless, I know that when PowerPoint becomes synonymous with communication we all risk diminishing what is vital to an organization. That is, the vigorous discourse among smart, committed people who are grappling with the most difficult issues in business.

Maybe I will sleep better tonight.

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Ed Tufte, effective presentations, Napoleon's March, PowerPoint
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