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A Mind Forever Voyaging I.

One of the challenges I’m facing now is assessing where to focus my creative and intellectual energy, both in the short and long-term.

While this statement makes it appear I am absent of direction, this is incorrect. My journey over the past four years, documented within Territories and Incubator, has ultimately established a new operating foundation for my personal and professional lives.  On the flip side, this increased awareness has also introduced some level of uncertainty with respect to the next course of action.

Over the course of my career, I’ve tended to use the phrase “foundation” as a way for me to maintain a high sense of humility and to continuously reset a logical “starting point” so that I can advance with greater depth and efficacy.

Looking at this phrase from an alternative perspective, while a foundation is essential for continuous growth, remaining at this foundation can be potentially limiting.

I use the word “limiting” to describe several things.

The first is that one’s future is largely based upon one’s belief system.  If you choose to believe that you are always operating at a “foundation” level, it’s unlikely that you’ll also see that you have moved well beyond this foundation and are capable of much more.

The second is that building a foundation that spans beyond the norm (i.e. a foundation exhibiting greater breadth vs. depth within any particular topic) allows one to operate in many areas, but can ultimately limit one’s potential along any one particular path.

I’ve reached a point in my career where I’ve labeled myself a “solutions builder” first and foremost, followed immediately by “designer” and “technologist;” the latter two ranked in no particular order.  I am comfortable with this self-imposed labeling right now, but question its long-term validity.

The challenge that I am facing now is determining where I fit within a fabricated specialization/generalization spectrum, and whether that placement is the best fit for long-term success.

What do I truly wish to become and how do I get there?

And so it begins (again).

One of the core tenets in my life involves the belief that one can continuously improve, adapt and excel.  The concept of brain “plasticity” along with the belief that evolution is based not upon intellect or strength, but adaptability, provides motivation to keep moving forward.

One of the ways to achieve this is through writing.

I find writing invaluable because the very process of doing so provides me with the means to focus my energies in areas I feel are important.  I have found the absence of this channel stalls this thought process and I’m left with feelings of reduced intellectual and creative “progress.”  In basic terms, I’m “spinning.”

Furthermore, the very process of documenting ideas embeds them into my memory.  Not surprisingly, this becomes self-fulfilling; random thoughts serve as a foundation for ideas and concepts that embody increasing complexity and structure.  It’s these very concepts that open up doors in entirely new areas of development.

While this isn’t too terribly surprising to me, what is surprising is just how challenging it is to start writing again.

The (New) Hierarchy of Needs – Part II

[This is part two of a series on project management that is based upon Abraham Maslow’s “Hierarchy of Needs”]

Having managed projects of various sizes and complexity over the past several years, I was puzzled with the absence of “interpersonal” elements in project management literature given that the team is ultimately at the core of any successful project.  To this end, I formulated a hierarchy of needs that incorporates pure project management concepts along with core interpersonal elements.

This hierarchy looks like the following:

  • Momentum
  • Problem-Solving
  • Accountability
  • Storytelling
  • Constraints
  • Foundation

The key behind this structure is that it has a very close relationship to Maslow’s original hierarchy of needs.

This is important to understand because the “real” goal of any project is to have a team where each individual is striving to be the best.  If each team member can work within an environment or “operating structure” (the layers listed above) such that they are able to realize their full potential (i.e. she/he is involved and engaged) and reach a state of “flow” (self-actualization), the collective team will ultimately build enough positive momentum to virtually guarantee project success.

Thus, you can see why this hierarchy of needs and the concept (and primary goal) of “self-actualization” is extremely important: if team members are happy, the chances for project success are that much greater.

Let’s explore this hierarchy in more depth.

Foundation

At the bottom of the hierarchy is a fundamental understanding of what the project hopes to accomplish.

To this end, going through a formal exercise of defining an explicit mission statement and underlying objectives can be extremely beneficial in the long-term.  This may seem unnecessary or even foreign.  But first, what exactly is a mission statement?

“A mission statement is a brief written statement of the purpose of a company or organization. Ideally, a mission statement guides the actions of the organization, spells out its overall goal, provides a sense of direction, and guides decision-making for all levels of management.” – Wikipedia

In the project management arena, the mission statement is ultimately there to guide the project team and to serve as a “beacon” when things start to become cloudy – “Why are we doing this again?” or “Why is this important to the company / LOB?”  In some circumstances, the explicit definition of a mission statement can start to raise questions across the board where assumptions will start to be challenged.  “Oh, I didn’t know that we are really doing this for LOB A …. if that’s the case, then we need to do X, Y and Z …”

Once there is agreement on the project mission, it’s only then where you can start to identify core objectives.

There really shouldn’t be many – three or four.  If you find that you’re heading beyond that, you may start considering ways to break up the project.  Be careful that the customer is not automatically jumping to the requirements definition “phase”.  This is not a requirements gathering exercise – it’s asking “What are you fundamentally trying to accomplish?”  If you’re struggling at this stage, it’s recommended that you remain at this “level” until you and your customer are certain what you’re collectively going to do.

In some situations where there are multiple organizations involved, it is also valuable to define what each organization/department hopes to gain from their participation.  While this may not directly change things, this level of understanding is helpful when challenges arise – “I see why team A is pushing back on X, because they are really focused on Y …”.  It’s better to know what’s driving behavior now than struggle with it later on.

Building the Design “Foundation”

In order to excel at anything – particularly over the long-term – I believe it’s critical one construct a knowledge “framework” which can represent / encapsulate topics that you’ve learned and those yet to be explored / understood.  At the base of this framework is a solid knowledge “foundation”.

As it relates to understanding good design, I feel the time is right to build my own “design foundation”.  While classes and video tutorials have definitely helped in this regard, there are two books that fit well into this “foundation”.

The first is called The Universal Principles of Design and is written by William Lidwell, Kritina Holden and Jill Butler.  In my opinion, this is a key reference guide (or “rulebook”) for all things design.  One of the primary drivers behind its creation is to ensure that all designers (regardless of specialization) have easy access to a common set of design principles.

While the principles are listed alphabetically, they are also categorized into the following five categories:

  1. How can I influence the way a design is perceived?
  2. How can I help people learn from a design?
  3. How can I enhance the usability of a design?
  4. How can I increase the appeal of a design?
  5. How can I make better design decisions?

As I get further into the text, I am sure that I will pull out specific extracts for further expansion.

The second text is by John Maeda and is called The Laws of Simplicity.  I purchased this book not necessarily to contribute to the “foundation”, but to gain a better glimpse into Maeda’s mind.  After reading the first twenty pages, it’s clear that “simplicity” is a fundamental design principle that warrants investigation and awareness.

My personal leadership philosophy

My personal leadership philosophy focuses on empowerment and setting people up for success.

Empowerment means that a person has specific responsibility over a particular area or effort / project, and that everyone has a clear understanding of her/his role.  This latter piece plays a significant role in setting them up for success.

In contrast, leveraging people to simply “help out” with a particular task is ill-suited for true long-term growth.  I encourage people to not just “help out”, but to “take ownership” over a specific deliverable and ensure that all aspects of that deliverable are analyzed and managed accordingly.

(The key precursor to doing this is to analyze the problem at a high-level and partition accordingly.  Utilizing a “divide and conquer” strategy is key.)

Another aspect to this leadership philosophy is to leverage an individuals strengths AND interests.  For example, if an associate excels at requirements analysis but loathes the activity, it’s not going to be in either party’s interest to put that person in that particular role.  You might be empowering them, but you are not setting them up for success.

From a managerial perspective, I focus more heavily on “foundational” elements before empowering associates to take on new tasks / assignments.  One of these foundational elements focuses on valuesWhat an associate values will play a significant role in helping them choose one direction over another.

For example, if an associate values “harmonious relationships” over “advancement”, it’s likely that the associate will be happier in a group with a good team dynamic than vs. being promoted within a team  lacking such a dynamic.

Once a person’s value assessment is complete (there should be 10 core values), a formal “talent builder” and “skills assessment” should be next on the agenda.  This will help the associate refine their current tasks to align with their interests, and it can also help guide the associate towards a new role if there is existing misalignment.

It’s only after these two steps where both short-term and long-term plans can be formulated.  Once this is performed, then the leadership principles discussed earlier can be applied.