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Bold: How to Go Big, Create Wealth, and Impact the World

Book Review-Bold: How to Go Big, Create Wealth and Impact the World

It was on-stage in San Diego where I first saw Steven Kotler. He was talking about the powerful impact of flow and his work on The Rise of Superman. I’ve been in love with flow for years, and so I dug into The Rise of Superman, interviewed Kotler and ultimately took his flow fundamentals course. One of the counter-intuitive challenges of reading over 50 books a year is that you want to read more than you can get to. Kotler’s previous work with Peter Diamandis, Bold: How to Go Big, Create Wealth and Impact the World, sat in my reading queue since I read and reviewed The Rise of Superman, but other distractions kept me from it.

Bold is a follow on to Abundance. Though I’ve not yet read Abundance, its title is largely illustrative of what it’s talking about – global abundance. Bold is an attempt to make that abundance more accessible to everyone. To reach towards it, you need to make bold moves.

Peter Diamandis

I’ve already explained how I met Kotler but the other author, Peter Diamandis, was a bit of a mystery to me. His name was oddly familiar but I couldn’t place why. The answer lies in the fact that he’s responsible for XPRIZE and the Ansari XPRIZE for private spaceflight. Like many young men, my first desired profession was astronaut. I gave up my pursuit of that goal, like most of the boys that wanted to be firemen and police officers. I gave it up, but Diamandis didn’t — it was a passion. Ultimately he wondered, if you can’t get to space through NASA, how do you get yourself into space? The answer is make it available commercially. While this isn’t the most straightforward path, it is a path that he’s demonstrating is possible.

This context is important because without it you’re left asking, who is this guy and why is he telling me that I can change the world? Even as someone who has patents filed for things that I believe will change the world, and specific targeted plans for my next big move to improve our lives on this planet, I had a bit of a challenge with accepting that we should all change the world. It’s a bold move but one that I’m willing to consider.

Super Credibility

It’s because of Diamandis’ experiences with the XPRIZE and the outrageous things that he’s been able to accomplish, and the respect I have for Kotler that pushed Bold above the line that they call “super credibility”. That is the point above which, no matter how crazy what you’re proposing appears on the outside, it will still appear credible. When Jeff Bezos says they’re talking about doing delivery of packages via drones, you believe it because you believe in Jeff. When Diamandis wants to do a commercial space telescope, or a colony on the moon, or whatever, you believe he means it. This super credibility is important as you go to seek to get others onboard with your ideas something Bold discusses at length.

Figuring out what super credibility is or who you have to get on board before you can cross that super credibility line is a bit of a mystery. It’s all about the perception in others’ minds. Which celebrities do you need to already have on board when you launch your idea? Who will be the people that will keep most people from thinking that you’re a crackpot who needs locked up? Exponential growth requires some level of genius insanity, but you don’t want to let everyone latch on to the insanity part of that statement.

Changing the World at Exponential Speed

Underlying the opportunity of abundance and the need to be bold is the exponential growth that we’re seeing in the world. As the world moves from atoms to electrons, we’re decreasing the delays in the system and increasing the opportunities. (See Thinking in Systems for the impact of removing delays in a system.) What is happening today is driving faster disruptions and more rapid transitions from winner to loser and loser to winner in the global marketplace. The ability to scale exponentially is built on the back of six things:

  • Digitalization – The core conversion of atoms to electrons. Moving from a world where we must ship something to a world where we ship the information electronically. This is what Amazon Kindle is to the book industry.
  • Deception – Exponential growth seems small at first, but the iterations of that exponential growth suddenly break out of the norm and create amazing results.
  • Disruption – Seemingly suddenly, the old rules change. For instance, digital cameras became better than the 35mm film cameras. When the tipping point is hit, the sales of 35mm film plummet with the rise of digital cameras. Ironically, this destroyed the Eastman Kodak company that created the digital camera technology in the first place.
  • Demonetization – Removing money from the equation. Make things available for free. How many Apps in the Apple App store are available for free?
  • Dematerialization – The vanishing of goods and services. The luxuries of today become the expectation of tomorrow. ABS brakes used to be a luxury item, now you wouldn’t buy a car without them.
  • Democratization – The hard costs drop so low that they’re available and affordable to nearly everyone. Nearly everyone has access to the Internet and the wealth of information that is freely available on it.

Ultimately, when I think of this from a systems point of view, I realize that the delays and friction in the system of human growth is being removed.

Frictionless Society

These six things speak to the friction that we have in commerce. We have friction of finding the goods and services that we want to purchase. For what we sell, we have friction in finding customers and getting the goods to them. As was explained in Demand, small barriers (friction) can dramatically reduce results. When we’re talking about exponential growth, we’re talking about removing friction to growth. If you don’t, the whole thing will blow up.

Amazon Kindle reduced the friction of acquiring a book and keeping it with you when you have available time. Now you carry your iPad, and on it is your entire library – or at least you have instant access to it. If you’re connected to the Internet, you can get books from your library digitally – and even purchase more. Within minutes you can be reading a book that you learned about or pick up something new on a topic you love.

Software delivery is mostly digital now. Rarely do people ship CDs, DVDs, or USB drives. Now, people expect that they can get whatever software they want from the comfort of their home within minutes. Gone are the days of driving to the store to buy a word processor or an anti-virus program.

This lack of friction means that we’re able to learn more and do more than we have ever been able to do. We’re not held back by the need to transport atoms from one place to another. When it comes time for atoms to actually move, we have an efficient logistics system to get you only the atoms you need when you need them – generally within a day or two.

Prototyping and Production

It’s a different world that we live in than 20 years ago. In my office I’ve got a multifunction printer/copier capable of doing any of my small-run paper production. It will staple automatically if I want it to, or I can pull out the binder and bind reports. The laminator can be used to protect any productivity aid that I’m going to leave with a client. I don’t have a CNC paper cutter/engraver yet – but the price for tools like that are less than $200. It’s absolutely a gadget that’s on my short list to fill out one of the gaps in my ability to completely prototype on paper.

I mentioned in my post Embroidery and Love that we have everything here to do short-run embroidery of clothing. I recently added the capacity to custom print the backs of post cards. We production print the fronts and now custom print the backs of the cards. Once they’re printed we add printable postage and mail them. On the postage side, we can literally ship anything we want from our printable postage account. A computer weighs the package, we select the service and provide the address. Every day the mailman picks up the packages.

We’ve got the ability to see what we’re creating quickly before sending out the larger orders. When we need bigger quantities than we can produce in-house, we submit a digital order with electronic files and we get back what we need; or, more frequently, the service provider simply does the mailing for us and sends us the bill – which we pay electronically.

Our DVD/Bluray printer/copier allows us to create short-run items for trade shows and other events – and we can buy larger production online when we need it. However, even our “small” printer/copier can do 10 per hour (or more) and 100 at a time unattended. I’ve run as many as 600 of the discs for a conference that I was speaking at. It required a bit of monitoring but it was certainly manageable.

We haven’t purchased a 3D printer yet – but that’s largely because we’re not doing many things that require the creation of 3D objects. However, if we did, we could buy an inexpensive 3D printer for small scale tests and purchase larger 3D models from online services.

By reducing the barriers to prototyping, it’s possible for inventors to iterate quickly and to see problems that just can’t be seen in the design phase. I’ve been able to test several different sizes of logos for embroidery.

Years ago I worked for a rapid prototyping company which used early technologies for 3D printing. Large customers spent big dollars to be able to do what someone can do in a few hours with a few hundred dollars.

Scalable production has always been another challenge. At that same company, we did short-run RTV parts and injection-molded parts. The Room Temperature Vulcanizing (RTV) process worked for a few dozen parts. If you needed more than that, you created an injection mold. Even with our CNC machines, building a mold was tens of thousands of dollars. Now, all of this is abstracted. When you’re ready for production you go to an online supplier that can cost-effectively create as many parts as you need.

Consider something less technologically advanced: the book. While electronic books are taking a bite out of the market, there are still many printed books sold. Historically this was done by a huge press and a few thousand to many tens of thousands of books were printed. For small publishers, this was a huge investment – especially since it’s notoriously hard to know which books are going to sell well. Many years ago there was a revolution in book publishing. Print on demand printers would print the books that people wanted when they wanted them. My SharePoint Shepherd’s Guide for End Users books have been using this strategy since the beginning. (See my post Self Publishing with Lulu.com for more on that experience.) My per-unit cost is much higher, but my capital outlay for the books has been almost zero. It’s eliminated the capital requirements, which freed the capital up to iterate on other ideas.

Internet of Things and a Trillion Sensors

When we’re talking about prototyping and production, we’re still shaping atoms in the end. We’re trying to shape our physical world. However, some of the most exponential businesses won’t be creating anything directly. Instead, they’ll be helping us optimize our worlds and give us more of what we want with less waste.

Historically, homes had relatively little automation. The 70s had home intercom systems. The 80s had home alarm systems, and as we got into the 90s, a few homes started dabbling with primitive home automation solutions that could turn on and off lights. Fast forward to today, when we’re talking about intelligent thermostats.

Today you can buy a thermostat which knows when you get home and adjusts to your preferences. Alarm systems are now integrated with your smart phone, and instead of punching in a code when you get home or receiving a call when you’re not home, everything is handled from your smart phone.

The sensors in our homes are invading everything. Locks are now Z-Wave enabled, allowing them to be automated as well. Remotely you can know where your front door is closed (through the alarm contact) and whether it’s locked (through the lock). You can, in fact, remotely lock your doors – or unlock them if you need to let in someone to work on your refrigerator or air conditioner.

Video surveillance has come down in cost to the point where more and more homes have external video surveillance. The video can be captured and reviewed days or even months later. Watches are now monitoring our heart rate and sending reports to our phone to be included in our health log.

The cost for sensors has plummeted. The availability of WiFi with internet access, back-ended by massively scalable computing centers, means that every application for a sensor can be wired. Whether it’s a truck transporting goods across the country, home automation, or monitoring of commercial systems, we’ve got more sensors capturing more data and giving us the opportunity to optimize how things run like we never have had before. However, that isn’t the most compelling change that’s coming.

Cognitive Surplus

One of the unexpected – but completely accurate – ideas expressed in Bold was the cognitive surplus in the world. As a society we’ve not yet completely eliminated scarcity. There are still parts of the world where there is a struggle to survive. The basic necessities of water, food, and shelter are still an everyday struggle. However, the majority of humans no longer struggle to find enough food to eat. For those of us in the developed world, we enjoy more leisure time than any previous generation. We’ve got more spare time than any generation before us. If we have more time, then we have more capacity for thought. That’s a very special resource. It’s what has differentiated us from our closest evolutionary cousins.

However, the surplus is more than just time. It’s more than just the capacity to concern ourselves with needs broader than our own and temporally further than the next few hours or days, but it’s also the ability to consume more information and process it in ways that our ancestors never could. We see in a single day more information than a generation would have seen in an entire year – or in some cases an entire lifetime. We not only have the capacity for thinking, we’ve got better access to information to make this thinking time more useful.

If you want to become an expert in nearly any topic, it’s possible to do today with only a high speed internet connection and a few thousand dollars. In most cases, the skills that you want to learn are available for free if you’re willing to wade through the information on the Internet to find the credible sources that are freely teaching the information.

Passion, Ideas, and Execution

It’s a truth that investors look for passion, learn about ideas, and fund execution.

Consider two different perspectives on building a business. There’s the mercenary perspective, where the goal is to make money and then get out. Here, the leader is looking for a quick payout. It’s something they’re doing not because they love it, but instead because they believe they can “turn a quick buck” and move on. Conversely, consider the missionary perspective on business leadership. They are looking for sustenance while they pursue their passion. They’re looking to change the world, not their personal world. The missionary assumes that they’ll be there until someone steps in to replace them and carry on the mission.

The difference between the two is that the mercenary won’t have passion about what they’re doing. The mercenary isn’t trying to change the world, and as a result won’t have that same “fire in their belly” or “light in their eyes.” Speaking from personal experience, I can tell you that there are times when every missionary feels beaten down. Every missionary feels like they’ll never achieve their passion. At those times, it’s easy for someone to mistake a missionary for a mercenary. (If you want to see the fire in my belly look at when I talk about the Video Studio 2.1, 2.0, 1.0 or when I talk about Kin-to-Kid Connection.)

For someone else, including investors, to buy into your idea you have to be able to communicate it. You needn’t necessarily need to be the best orator or the best writer, but you have to find the way to share your passion with others. This is no different in the sales and marketing of your work than it is in looking for investors to help fund it.

Perhaps most importantly, you need to be able to execute. Here, my favorite example is Walt Disney, not because he needed investors, but because he always demonstrated in small scale what he wanted to do in the large scale. Before feature-length animated movies were the shorts. Before Disney World was Disney Land. He took small steps and demonstrated he could do something before scaling it up. While this isn’t always possible with an organization, it’s certainly preferable if you’re looking for funding.

Fine, I’ll Start a Company

When I read Elon Musk’s comment, “My initial goal wasn’t to start a company,” it resonated. His goal wasn’t that of a mercenary. He didn’t want to get rich quick. Instead, he had another mission, and building a company was simply the means to that other end. This is where most folks get confused. They believe that the company is the end. The company is always the means.

My goals in life weren’t to create a company. I didn’t want to be a consultant even. In truth, I wanted to take care of a small team of people and do amazing things. It just happened that I couldn’t do that inside of another organization, so I ended up on my own trying crazy things to make a difference in the world.

Where Musk and I differ is that Musk appears totally unfazed by scale. Recently, when pre-orders of the Tesla Model 3 significantly outpaced predictions, his response was simply that they’d have to rethink production. The professional equivalent of “oh well, we’ll figure it out.” I, however, have watched the wheels come off of businesses who were trying explosive growth – and it’s tempered my responses to scalability. Sometimes I try to look at the whole situation, including the ability for my creation to take over my life.

Wholeness

Sometimes we make some rather silly decisions. When you take a step back and look at the broader picture, it becomes clear that we make decisions based on a narrow view of the problem, and as a result the decisions aren’t the best. Consider the couple who are saving money, and at the same time are carrying a balance on their credit card. The savings may be earning 1% interest while they’re paying 10% or more interest on their credit card. For every dollar they make in interest in their savings, they’re losing nine. It doesn’t make sense. However, this is the way that we operate in our lives all the time.

There’s an old joke about a woman coming home from shopping and she says to her husband, “Honey, you wouldn’t believe how much I saved today.” The husband responds, “That’s funny I thought you went shopping and spent money.” Too frequently we miss the big picture of our world because we’re focused on just one small part.

In Theory U, we learned to look at things from the broader perspective. It’s more than just the things that we can touch and feel. To experience wholeness, we have to accept that we’re a part of the whole. We have to put away the ideas of predictable systems thinking and start thinking about probabilities.

Probability

As I mentioned in my review of The Halo Effect, our world isn’t deterministic. It’s probabilistic. It’s about the probability that something will happen, not that it will definitely happen. This means that try and try again makes sense, not just from an improvement in each try but also because the conditions around you may change to make your attempt work out.

Humans like the mathematical precision of A+B=C and hate to believe that success in life has as much to do with luck, timing, and circumstance as it does with the innate qualities of a person. (Both Peak and Mindset have something to say about the ability to change personal capacity based on experience.)

What’s Worth Doing Even If You Know You Will Fail

Brené Brown’s work Rising Strong (Part 1 and Part 2) challenges with the question, “What would you do even if you knew you would fail?” The question is framed differently here. What’s worth doing even if the probability of success is low? What should you do even if you don’t know that you can make it work?

Larry Page said, “Have a healthy disregard for the impossible.” In other words, don’t let impossible stop you. Don’t let the belief that you can’t succeed stop you from trying.

Crowdsourcing

By now, most of us have heard about famous kickstarter.com campaigns that have let inventors get the capital they need to engage in the market. Crowdsourcing platforms are springing up every day, where an entrepreneur can get funding for their cause or their company. Bold lays out the four kinds of campaigns: donation, debt, equity, and reward, and it provides helpful tips for how to navigate the crowdsourcing experience successfully. While it looks great on the surface and one can think that it’s free money from folks you don’t know, Bold sets the story straight by sharing the real statistics about how the money comes in and what needs to be done to support getting it.

Crowdsourcing is described as getting better leverage on the funds you already have access to through personal contacts (friends and family). And while it seems easy, it’s a process like any other. Bold suggests that you may spend as much time fundraising as you do running a fledgling business. Interestingly enough, this isn’t much different than non-crowdsourcing approaches in the investment of time. Many entrepreneurs pitch their ideas to many, many investors before receiving investment funding – even the likes of organizations like Cisco. It’s common to struggle with finding the capital you need to start and expand your business.

Whether or not you feel like you need to inject capital in your business, go Bold and create something amazing.

License plate B WELL

Search: Wildcarding Front-to-Back and Back-to-Front

I was recently working with a client where I was evaluating an implementation, and some of the members of the team who inherited a solution were concerned about an implementation of wildcarding. It turns out the implementation was correct – but the concerns that the client had were common. So let’s take a look at what it takes to do search wildcarding Front-to-Back and Back-to-Front.

What is Wildcarding?

Before we get too far, it’s important to explain what I mean by wildcarding. The short answer is that we’re looking for the pattern of characters provided anywhere in the text being searched. In most cases, when we’re doing this searching, we’re doing it from the start of a word or words – because, in truth, our brains work this way; but occasionally there are times when it might make sense to search for the characters beginning anywhere in a word. Algorithmically, this is a more difficult challenge to solve. As a result, most search engines support wildcarding only front-to-back instead of anywhere in a string.

To understand the algorithmic problem, it’s helpful to view a simplified view of what SQL has to do to solve the wildcarding problem in a single field.

SQL Wildcarding

SQL has supported both forward and backwards wildcarding through the LIKE keyword for some time, so it’s common to assume it should “just work” in search as well. However, some sorts of wildcard operations in SQL are very operationally expensive. Let’s assume we’ve got a database table named Books and it has a field named Title. If I don’t have any indexes on the Title field and I use Title in the WHERE clause of the SQL statement, SQL will perform a full table scan of the table. Operationally, doing full table scans are expensive, and we work hard to prevent them in SQL. We do this by adding indexes.

If we add an index to the Title field, we get an ordered list of titles. With this information, if we’re searching for a specific title, we can start in the middle of the index and move forwards or backwards jumps (continuing to try to get quickly to the right place in the index) until we find the specific title we’re looking for. The index contains a row identifier in the main data table and we can read out the rest of the data we need from the main table quickly.

Simplifying out some optimizations that SQL does if we have a table of 100 records, without the index, SQL has to read 100 records to find the title that we’re looking for (and ensure there are no other matches). With an index on Title and a specific query, the maximum number of reads would be 14. Breaking this down, we can find any record in the list by bifurcating the list. 128 records is 27, or seven reads for the index. If we don’t have all the fields in the index that we need then we need to go back to the main table to get the actual record – so another seven reads (maximum). These are worst-case scenarios, and in many ways I’ve really over-simplified the impacts of caching, paging, row identifiers, etc., but the fundamentals are there so we can get a sense for the power of indexing.

This improvement, which gets larger as the data set gets larger, relies on the ability to order the results in the index. This in turn means that we have to at least know what the first characters are so we can look up the rest. That’s the rub. To get the efficiencies in looking up data we have to order it, and we can’t order it if we don’t know the start.

So what happens when you provide a wildcard at the end of the string in SQL – nothing special. It still uses the index and just walks across all the rows that could match. What happens when there is a wildcard at the beginning of the LIKE value is that SQL gives up and does a full table scan – unless there’s a covering index.

Sidebar: A covering index is one that contains all of the fields needed to satisfy the query. Even if the index’s order can’t be used, it will sometimes be used instead of the data table, because less data would be read and it would therefore be somewhat more efficient. In our example, SQL would use our index on the Title field presuming we only asked for the title field. It might use it if we asked for additional fields. However, there’s still a full scan of the data we’re interested in happening somewhere.

While the indexing approach that search uses is different than SQL, it still obeys some of the same rules. It puts things in order to find them quickly.

Wildcarding from the Front

When you search with a wildcard at the front, it’s really very similar to a search without wildcarding. It finds the appropriate bits in the index and does some post filtering for security and returns them. Search is expecting to return multiple results. It simply includes entries from the index which it would have ignored because of the end of the term.

Search is fast because of the indexing process that is done. This indexing process, while substantially more intensive than creating a SQL index due to the volume of data involved, follows the same general data management principles. Indexes start at the front.

Multiple Values

One of the improvements of search over SQL, from a data management perspective, is that search allows for a single property or field to have multiple values. This is appropriate because of fields like keyword fields, but also when multiple data fields are mapped to the same search property. For instance, the title of the document as well as a field in the data management system may be mapped to the same title property.

In SQL if you have a single field with multiple values, it gets indexed with the first value – which is why searching multiple valued fields in SQL is difficult, and why third form normalization pushes individual values into independent rows. Search is really managing the process that database designers do in SQL on its own. That’s a good thing. It gives us the opportunity to work around back-to-front wildcarding – for a subset of the properties. Let’s take a look at a license plate example to explain what we can do.

Partial Matching with License Plates

The classic data problem with wildcarding on both ends is the license plate match. The story is that a witness saw the license plate of a getaway vehicle, but unfortunately only managed to get three of the six digits on the license plate – and, more challenging, they don’t know which three digits they got. For simplicity, let’s say they observed the letters ABC. Those characters would match any of the following license plates:

A B C ? ? ?
? A B C ? ?
? ? A B C ?
? ? ? A B C

When the SQL database is set up with fields for each character, you can transform the query in a way that does each of these searches. The result is that SQL can use a set of indexes to solve the query very efficiently (presuming the indexes are correct).

We can’t do this in search, so we flip this approach over and instead of transforming the query, we transform the data – using the idea of multiple values.

Partial Matching and Back-to-Front Wildcarding with Search

If you look back in the table above, you may notice something. That is, if you were to progressively remove characters from the beginning of each license plate, you could check for a match. For instance, let’s say that the bad plate is actually ZZABCD. We would store in a property the following:

Z Z A B C D
Z A B C D
A B C D
B C D
C D
D

In this case, if you were to search for ABC with a wildcard at the beginning and the end, you would find a match. More specifically, the third value (from the third row in the table would match). So if you can transform the incoming values such that you store a set of values for the property with progressively more leadings characters stripped, the resulting property will be searchable with wildcards on both sides.

In short, by transforming a property, we can get the desired effect for a given property – with a few side effects.

Impacts of Partial and Back-to-Front Wildcarding

The first and perhaps most obvious impact of this property transformation is that it increases the amount of storage in the index. As long as the property itself is relatively small, this isn’t generally a big deal. However, it does mean that you wouldn’t necessarily want to do this on every property – or, more to the point, you don’t.

The second impact is that this is a strategy that works for specific properties but doesn’t work for the full text of search. This is generally OK, because the cases where you need it are limited – but it’s not a completely generalizable workaround.

Finally, there will be some impacts to ranking and relevance by doing this which are search engine-specific. It’s possible that, after implementing this strategy, you’ll have shifted the relevance of those searches which query this property.

For these reasons, it’s still a good idea to consider the exact reasons why you believe that back-to-front wildcarding is appropriate for you, and why it might be better to consider the psychology of searching.

Psychology

Except for relatively rare circumstances, our brains don’t work by picking out the middle of a string. We might be able to recall a segment of a license plate because it’s novel, but in most cases we simply don’t process information this way. We typically think of the start of a word or term, but don’t know how to put the rest of the word together. One exception to this is when we tokenize strings instead of processing them as words.

In many cases, the reason that we want to support back-to-front wildcarding is because the user did what happened in the license plate example – the license plate isn’t (generally) a word. It gets processed as groups of characters. One or more of the groupings may be accidentally or intentionally memorable, and the user doesn’t remember the rest of the string. For instance, in a part number like A#1264#CIRBRK#US, the CIRBRK portion of the string might be memorable and something someone would want to search on. In this case, the user isn’t really searching from an arbitrary starting point in the string, they’re starting from a breakpoint.

Breakpoints are where the string should naturally be broken. Search engines do this all the time with language to break the content into distinct words that can be searched for. This is controlled by word breakers.

Wordbreakers

Much of the problem that we’re facing, which is allowing users to search at the start of a word or a part of a longer string, has already been handled in the engine. Every search engine knows how to break strings into distinct words for indexing. What characters are used for breaking words can be language-dependent or set globally.

Some of the standard word breakers make sense. Consider carriage return, space, and tab are all obvious word breakers. However, depending upon the engine you’re using, hyphens, underscores, and other special characters may or may not be considered word breakers. If they’re not, then you get one long string of the value – if they are, it’s broken up into pieces.

Consider that the string you get for the part number: if # is not a breaker, the part number is the complete string. If # is a word breaker, the following gets indexed: A, 1264, CIRBRK, and US. In this case if I know that I’m looking for CIRBRK, it would match (as would CIRBRK with a wildcard at the end).

This is important because some implementations of back-to-front order aren’t necessary if the appropriate word breakers are in place. If the part number is A1264CIRBRKUS then you definitely need the back-to-front wildcarding approach described above. However, with separators, it’s more efficient to not transform the property. Like any rule there are exceptions.

Right to Left Exceptions

You may have considered that I’ve been speaking left-to-right as in most of the languages in use on the planet today. There are some languages which are processed right-to-left instead. In these cases, it’s easiest to think of the right-to-left read language having the characters flipped (inverted), so the last character comes first and the first becomes last. If you do this, then the characteristics are all the same. People in right-to-left languages tend to remember the right side (start) of the word not the left side (end). The psychology matches even if the symbols are reversed.

The Outward Mindset: Seeing Beyond Ourselves

Book Review-The Outward Mindset: Seeing Beyond Ourselves

My journey into the material from the Arbinger Institute started in 2012. The book Bonds that Make Us Free was recommended by a counselor. That led me to reading Leadership and Self-Deception and The Anatomy of Peace. That was all the content of theirs that I had access to, until in June they released another book titled The Outward Mindset: Seeing Beyond Ourselves. One might think that with a reading pace of one book a week that I should not have much left to read; however, nothing could be farther from the truth. However, this jumped to the top.

Much of what I read feels tactical. It feels like it’s what you need to know to execute business, marketing, life, etc. While this may make sense and is definitely necessary, it frequently feels to me like it is hollow and misses the core of the matter. It misses the world view or centralized approach that leads to a different way of thinking that makes all the difference. That’s what we have here.

I and Thou

I mentioned in my review of The Anatomy of Peace that much of the genesis for the work seemed to come from Martin Burber’s book I and Thou. I’ve still not completed reading it. It’s difficult to process and understand – but I’ve read enough to realize that we’re all in relationship to one another. How we tend to that relationship makes the difference. If we treat other people as objects – like rocks – we deny their soul and wound our relationship with them. We must seek to recognize the essential nature of others and how we might become more connected to them.

One of the challenges in our relationships with others is the desire to put people into a category of “us” vs. “them” based on whatever criteria we can get our hands on. (See Mistakes Were Made for more.) This thought pattern separates us from others by creating psychological distance that didn’t exist before. With “them” we can ascribe all sorts of bad motives and evil intent. With the “us” group we’re unlikely to leap to such conclusions.

Facing Outward

Fundamentally, the “outward mindset” is being aware of others and their needs. It’s about being focused on how you add value to their lives, instead of gathering up the limited resources available for your consumption. It’s not an abundant mindset vs. a scarcity mindset – it’s more than that. It’s believing that if you continue to do good that it will all work out in the end. It’s not necessarily Karma, that the good (or bad) you do flows back to you. It’s not an accounting of plusses and minuses. It’s a perspective that looking out for others is the best way to be.

John Gottman mentioned his love of game theory in The Science of Trust. His passion for it sparked me to investigate Nash, who famously came up with the Nash Equilibrium as opposed to the von Neumann-Morgenstern equilibrium. Gottman points out that tit-for-tat is an effective strategy for dealing with games. In essence this is whatever you do, I’ll do back to you – or the old, “eye-for-an-eye” saying. The von Neumann-Morgenstern equilibrium is the best possible outcome when both parties are primarily interested in their own gain. The Nash equilibrium is possible when the parties trust each other and are willing to work cooperatively towards the greater good. In this case, everyone may be able to get more than if they had acted solely in their own best interests.

This is the heart of facing outward. That is, when you’re willing to work with others for the greater good, you’ll get more out of life than had you acted only for your own selfish motives.

Behavior Drives Results

I loved the show MythBusters when it was in regular production. I watch very little TV but this was a show that I watched. Admittedly, watching them create new and interesting ways to blow things up was a part of it – but also there was a certain sense of mystery about how a small kernel of truth turns into a myth. That’s the case with the statement that behavior drives results. There is truth to this statement. However, it’s also true that it’s incomplete.

First, the truth. If you refuse to change your behavior, the results won’t change. At some point you have to actually change the behaviors that lead to the results – but the question is whether changing the behaviors is the right place to start.

People believe that their attitudes are formed, then they do behaviors, and then they get results. Certainly you will only get results from your behaviors. That’s truth. However, it’s also true that it’s not a simple linear sequence. First, your results – the intrinsic results of the behavior – will drive attitude. So if we’re trying to help a depressed person choose to be not-depressed (see Choice Theory) we’ll often encourage them to go take a walk or do anything. The biochemical changes help to lift them out of depression. (Your mileage may vary.) So in this, we see that sometimes the flow of causality runs backwards. Sometimes it’s the doing that leads to the thinking.

However, it’s also possible for resentment to build instead of peace flowing over you. It’s entirely possible to play a victim tape in your mind the entire time you’re doing something only to come out angrier after the behavior than when you started. (See Boundaries, Beyond Boundaries, Daring Greatly, and Change or Die for more on victimhood.) Holding on to the resentment about being “forced” to do something can negate any benefits that might naturally flow from doing it. Neslon Mandela wrote, “Resentment is like drinking poison and then hoping it will kill your enemies.” Having the behavior which is underwritten by anger and resentment does you no good.

Behavior Doesn’t Drive Results

The idea that behavior drives results misses the fact that our behaviors are only part of the equation for results. Results are in fact frequently the results of our inner condition, our behaviors, and the circumstances in the world. When I was in junior high school, we had a warehouse club membership, and I could buy candy in bulk. It’s the same place that many convenience stores were buying candy. I could buy a box of candy that worked out to seven cents apiece. I could sell it at school for 25 cents each. I recruited some other folks to sell candy for me too and made decent money (for a kid) by selling candy – until the kids got tired of the one candy I was selling. All of my behaviors stayed the same, but the results changed radically. I was sitting on inventory that I was unable to move.

I’ve watched comedians practicing their craft deliver nearly identical performances with radically different results. One night the crowd was “hot” and laughed at everything. The next night they were “cold” and they couldn’t laugh at anything. The behavior of the comedian didn’t change. His performance wasn’t substantially better or worse one night to the next but the crowd and therefore the result was different.

The problem with the statement that behavior drives results is that it presumes that behavior is the only thing that drives results. That’s sort of like saying that the flour makes the cake. While it’s an essential ingredient, it’s not the only ingredient in a cake. Though there may not be the same volume of eggs in a cake as there is flour, try baking a cake without them and see what happens.

This is the limitation to the statement that behavior drives results. Sometimes little things – little important things – make the difference between something that works and something that doesn’t. This is why researchers attempt to replicate other researcher’s results. They’re seeking to figure out if the first researcher captured all of the variables that were responsible for the change in outcome. Sometimes the second researcher is able to confirm the results and sometimes they’re not. If not, then clearly those factors described in the research study didn’t drive the behaviors.

Back to Boxes

Despite the lack of mention of boxes which dominated the conversation in Leadership and Self-Deception and The Anatomy of Peace, The Outward Mindset retains the core awareness of our desire to blame others when we’re not right with ourselves. One of the stories was particularly compelling.

A young man had issues with his father and the way that he was treated. He internalized this and blamed his father for his challenges. He built a house in victimhood. His father was long gone but he retained his victim stance. Even in his dreams he couldn’t confront his father for the harm that his father had caused to his life. Until a woman helped him know two truths about the situation:

  1. He was responsible for his current problems, not his father. His father was dead and gone.
  2. Even in his dreams he refused to face his father to confront him as he said he wanted to because he didn’t want to add to his father’s pain – he was aware that his father lived a life of pain but was blocked from this awareness by his own pain.

Sometimes our ability to look beyond ourselves is the box that we’re living in. It doesn’t have to be a victim box. It can be an entitlement box that prevents us from being aware of the pain and suffering of others.

Responsibility and Responsiveness

One of the most difficult topics to explain to someone is the difference between being responsive to someone else and being responsible for them. The language here is difficult to decipher. Responsible is being the primary cause their behavior or action. Or it’s about having control or care of someone or something. Responsive is about responding to the environment and to others.

Boundaries and Beyond Boundaries talked about how to define boundaries between yourself and other people in such a way that you’re not unduly influenced by them. In other words, so that you’re not swept up into their needs and desires, and you can experience life yourself. However, there’s a reason to not define too many boundaries. Too many boundaries and you live an isolated life. Learning the right balance with boundaries is understanding yourself well enough to know which boundaries can’t be crossed. In other words, to understand who you really are.

The Outward Mindset uses the word “responsible” for the success of others – I disagree with the word choice here. I believe that we need to be responsive to others’ needs. We need to get to the Nash equilibrium, where we work in everyone’s best interests and try to create the best overall situation rather than being focused on our own myopic needs.

In my work with software development teams, we often do some form of agile development which leverages a standup meeting. A standup meeting is an intentionally short meeting where everyone traditionally stands (to prevent it from taking too long). Everyone does a check in. The check in consists of what they did last period (typically a day), what they’re doing in the next period, and what barriers are in their way.

The psychology behind this meeting is sound. It requires people to make and report on their commitments, which drives the right behaviors. However, the component of sharing barriers is substantially more interesting. It allows developers to set aside their commitments and help others. The manager isn’t responsible for fixing these problems that developers have – the developers themselves are responsible for helping their team out.

Being a responsible member of the team means being responsive to the needs – as they are expressed – of the other team members. It means being willing to set aside personal success in the pursuit of better productivity for the team.

The language is difficult because in order to define your responsibility to the team, we use the word “responsible”, which typically implies control. However, in this context it’s internally focused towards control of oneself and living out the defining boundaries that “make the man.” To be the person we want to be, we’re being responsive to the needs of others without blindly accepting them or taking ultimate responsibility for them.

The difference is subtle but appropriately self-focused. It’s not about others but how I relate to others, and the kind of person that I want to be in relationship with others.

An interesting dimension of this is that, in order for the developer to allow us to be responsive in a healthy way, they have to show vulnerability towards us, and the belief that we’ll help rather than attack them. (See Trust=>Vulnerability=>Intimacy for more.)

Doing It for Me

Perhaps the hardest thing for developing the outward mindset is understanding the flip that happens. At some point, the actions that you do aren’t because you’re wanting the results personally, but instead because you want the results for the other person.

There’s a person in my life that I send an email to every week. She is invited into my life both through my writings and in more direct ways, and despite this she almost never responds. I want a relationship with her. It’s not because I need the relationship, or that the relationship is for me. Instead it’s my wish that she could be mentally healthier. I want her to be able to find more joy in her life.

I’ve fought hard over the past several years to bring more joy into my life. I’ve fought hard to unwind old programming about who I am and who I have to be. I enjoy hard conversations (some would call these Crucial Conversations) not because they’re hard, but because of the change they produce in me and the others with whom I’m willing to enter into them with. I’d love to give this gift to her.

If I send messages every week for the rest of her life without a response, it will still be OK. The messages are for her; I don’t need the relationship. However, they’re simultaneously for me. They’re about me being true to the person I want to be. That is, I want to be the person who desires to share joy and love to everyone. The point isn’t whether she responds or not. The point is that I’m who I want to be.

The person I want to be has The Outward Mindset – what kind of person do you want to be?

SharePoint Community Survey Results: How important do you believe the community is?

SharePoint Community Survey Results

A few weeks ago I posted SharePoint Users Groups and Community 2.0: Reflections and Projections. I shared my perspective on the state of technical users’ groups and SharePoint in particular, and asked folks to please take a short survey to help me get a sense for where everyone’s thoughts were about the technical community. The results are in so I wanted to share what I heard.

Importance

The first question was the importance of the community. Not surprisingly, folks thought community was fairly important:

Events

Of the highly engaged audience, there were many (38%) who had attended two or fewer events in the last year. At the other end of the spectrum, 36% had attended more than six events.

More interesting than how many they attended was the number of those that were attending less than they used to (57%). Again, this is telling in a highly engaged audience.

Desires

When asked about the balance between on-ground and virtual communities, most folks (51%) felt like a balanced approach was best. More telling is that if you include slightly more or less (so roughly the same) nearly everyone answered that they wanted it – “it” meaning a mixture of both types. No one indicated a desire for all virtual events – though clearly we’re moving in that direction.

However, the most interesting results (to me) were the results when I asked folks what they wanted more of. Half- and full-day events on one or more topics topped the list, with over 60% for each of the two options. Webinars and Face-to-Face meetings (one-hour format) were next, with both receiving 50%. There was strong support for just getting together at a restaurant as well.

Overall, what folks want from the community is Show and Tell (92%). Other folks are looking for social interactions and development discussions (over 55% each). It’s really interesting to see what people want out of communities. Some of it is training but a lot of it is really that community connection.

Next Steps

I don’t know what the next steps are for our group in Indiana – but I do know that my perception of what people want has changed.

The Halo Effect: ...and the Eight Other Business Delusions That Deceive Managers

Book Review-The Halo Effect: … and the Eight Other Business Delusions That Deceive Managers

It seems like we’re all prone to want to find amazing solutions. Whether it’s Ponce De Leon looking for the fountain of youth, searching for the lost city of Atlantis, or searching for El Dorado, we seek to find the seemingly impossible – and in at least these cases they are impossible. Business books are plentiful. Everyone seems to have an opinion about what will lead to success in business. Many managers and leaders will read these books, and few will get better.

This is at the heart of The Halo Effect: … and the Eight Other Business Delusions That Deceive Managers. Where is the elusive recipe that I can follow that will allow my business to prosper, not just today but in the future as well? How do I build a company that will outperform the stock markets – for the long term? As it turns out, despite the well-meaning advice, no one knows.

The List

Over the years, I’ve read many books that claim to have the answer to what ails business. Many years ago I read the classic book In Search of Excellence. I’ve read Jim Collins’ work Good to Great. I’ve read Patrick Lincioni’s The Five Dysfunctions of a Team – and his book The Advantage. I’ve read Singe’s work The Fifth Discipline: The Art of the Learning Organization. I’ve read Covey’s work The Four Disciplines of Execution. And the list continues:

And this is just the list that claims to have the answers about business. It doesn’t include the books that claim to understand only an aspect of the problem, like marketing. Despite all of this reading and research, I still don’t know what works and what doesn’t work. I don’t have one definitive approach to business that I could replicate and make repeatable. So what’s going on? Am I not focusing enough or is there something else?

Foxes and Hedgehogs

One of the Jim Collins’ more famous recommendations from Good to Great is the fox and the hedgehog. It sounds a lot like the urging in The ONE Thing. The idea comes from Isaiah Berlin’s essay “The Hedgehog and the Fox“. The basic premise is that hedgehogs know one thing really, really well and that foxes know many things well. Collins (as does Keller) believes that those who are successful are good at one thing. They stay focused. There are two issues with this that I’ve discussed before.

First, this focus on one thing contradicts the awareness that most of the innovations today are coming from the intersection of studies – not from absolute expertise in one thing. (For more see The Medici Effect.) If innovations are disruptive to existing business models, but critical for long term success and even business survival, how then can you focus on one thing? The foxes of the world are better at predicting the future. They’re better at finding innovation. They’re better at considering multiple points of view. So how is it that having one focus can possibly be the right answer?

Second, what if you pick the wrong thing to be really, really good at? For instance, the market viability of someone who is an absolute expert at canal shipping is essentially nil. For the most part, we don’t ship things via canals. The Suez and Panama canals are the two quite notable exceptions. So if I’m the world’s foremost expect on canal shipping, my ability to make a living is very narrow. Effectively, you can become the world’s best at something and have it not matter. You can become an expert at something that no one cares about – or at least that no one cares enough about. So the question is, how do you choose what to be focused on?

In a funny twist of fate, it’s the foxes that become hedgehogs – or at least they develop hedgehog-like expertise. Foxes become polymaths. (See Beyond Genius more on polymaths.) They become the Da Vinci’s of the world. They’re most interested in participating in The Medici Effect. They’re the ones that can find their way into solutions that the hedgehogs would never consider.

Of course, if you’re looking at the numbers, it looks like the hedgehogs will be the winners. They make one large bet and get large rewards from it. However, this ignores all of the hedgehogs who made the bet and lost. If you don’t count them – since they don’t make it to the end of the study – you can incorrectly conclude that the hedgehogs are the winners. However, on balance foxes seem to do better. They aren’t outliers on a standard bell curve. They’re the happy middle. They neither fail spectacularly nor do they succeed spectacularly.

The Delusion of Absolute Performance

One of the most persevering fears I have is being outperformed. As a software developer, I was told that the “offshore” developers worked 18 hour days, and that they would stop at nothing to create software solutions. Much like the Loch Ness monster or Big Foot, I’ve found the claims to be greatly exaggerated – but still fear-inducing nonetheless. I wondered how long it would be until I was replaced by an “offshore” worker, or – even more difficult to fight – when computers would start programming themselves as the users spoke what they wanted.

I was learning to be a better developer. With each line of code that I’d write, I’d get better in some small, perhaps imperceptible way. However, I had no way of knowing how fast the developers on the other side of the world were improving. Their cost was one fifth of what mine was. The economics of living in the United States are simply different than those living in India or South America. How could I compete?

This is the fear that is often overlooked. It’s not so much our performance improvement that matters. What matter is the relative improvement we have when compared with the rest of our industry and our peers. Kmart in absolute terms made great improvements in nearly every area of their business – but Walmart in particular made substantially bigger improvements. The result was that Kmart filed for bankruptcy protection, and Walmart continued to soar.

The Results Are In

So what about the results of the businesses profiled in these business books? What about the organizations that have made the leap from Good to Great? How about those that were Built to Last? What about those that were the “found” In Search of Excellence? As it turns out, the results of these organizations after their profile hasn’t been so great.

When looking retrospectively at the performance of the organizations, it was possible to pick out the organizations that excelled – but, as investment advisors are fond of saying, “past performance doesn’t indicate future results.” While it was possible to retrospectively find organizations that were effective for a period of time, that analysis didn’t demonstrate anything that would work forever.

In truth, the best business books aren’t the business books that demonstrate lasting value, advantage, or excellence. The best business books are those that tell compelling stories. We all want stories. The most successful business books of all time have been non-fiction in the sense that they’re about business. However, at the same time, they’re fiction because they are telling believable stories about impossible things – things that are not possible for everyone to do.

The Delusion of Rigorous Research

I vividly remember the title of a book I read many years ago: Lies, Damned Lies, and Statistics. Why do I remember it? I remember it because it represented what I already suspected. Incorrect application of statistics can lead to conclusions that are wildly incorrect. Business books – in my opinion – fall into two categories. There are the books which say, “I’m successful so my thinking works, do what I say.” And there are the other kind of books that say, “We’ve comprehensively analyzed the data, and here’s how to be great at business.”

The first approach works only if you’re already a successful author and business person. It’s a great place to be if you’re already there. However, most people aren’t there, and so they either need to hope people believe they’re credible, or go the exhaustive research route. The problem is that exhaustive research is expensive, difficult to get right, and often inconclusive in its findings. Too frequently, the results of painstaking research simply don’t provide any valuable results.

There are books that claim that they’ve done extensive research, and from this research they’ve identified the five or eight things that every business needs to do to be successful. However, this fails to recognize that sometimes in our world random relationships of variables occur for a temporary period or because the true underlying cause isn’t known.

Consider the high correlation between the number of arrests for public drunkenness and Baptist preachers in the 19th century. One could easily walk up Chris Argyris’ ladder of inference and conclude that Baptist preachers were driving people to drink, or that more public drunkenness spurred more individuals to become Baptist preachers – though neither is likely correct. (I’ve talked about the ladder of inference a few times. You may find the coverage in my review of Choice Theory easiest to read.) It’s likely that both are related to the rise in population rather than one thing causing another.

Correlation and Causation

As was pointed out in The Black Swan – correlation is one thing, causation is something completely different. Knowing that one thing is related to another is interesting but knowing which thing causes the other – if either do – is more important if you want to change the results. Consider for a moment the housing and financial meltdown that happened in 2007. It all started innocently enough in the 1970s.

The Community Reinvestment Act (CRA) was designed to encourage banks to loan money to all segments of the market, including low and moderate income families. The problem at the time was banks were reticent to loan to folks who earned low wages. This makes sense from a banking perspective, but is also not helpful for the nation at large. (Another case of bounded reality ¡thinking that leads to The Tragedy of Commons – See The Heretic’s Guide to Best Practices for more about boundedly rational.) So the government would monitor practices of banks to ensure that everyone had access to financial instruments. So far so good.

However, somewhere along the line, statisticians entered with the message that home ownership was correlated with economic stability. This is true. Home owners demonstrate a number of economic attributes of stability. However, a leap was made (by whom exactly, it is not clear) that home ownership caused economic stability. As a result, Andrew Cuomo, as the secretary of housing and urban development during the Clinton administration, “encouraged” home mortgage lending to lower and moderate income families, leveraging the threat of aggressive enforcement of the CRA.

And so we all unwittily started a grand experiment about whether home ownership caused economic stability, or whether economic stability caused home ownership . As more and more people got loans for homes everything seemed fine. The loans were being offered right up to the point they were able to repay. It seemed as if things were working well in the subprime lending market.

Home prices rose in response to the increased demand. Interest rates stayed relatively constant. However, it all broke down when home prices started to level off and finally slump. The home owners couldn’t make their payments. They defaulted on their loans. The homes came back to the bank. The bank tried getting rid of the homes and home prices dropped more dramatically.

In fairness to the complete story, the housing bubble shouldn’t have caused a complete meltdown of our financial institutions. That was the greed of the financers that created financial derivatives designed to create more wealth for themselves (and I suppose everyone else). The derivatives hid the real risk behind investments, and as the home loans under the derivatives fell apart, so did they – and fortunes were lost in the balance.

So in this simple example, where we lost sight of the difference between causation and correlation, we melted down the housing market – causing large job losses in the new home construction market. We lost several financial institutions and had a government bailout of several others. We were unwitting researchers in socioeconomics, and our experiment failed. We now know that it’s economically stable thinking that leads to home ownership not the other way around – or rather, we know home ownership doesn’t cause stability. we don’t know with certainty that the opposite is true, or whether they are coincident – neither causing the other.

As an interesting sidebar, home ownership wasn’t expected until the 1950s or 1960s (See America’s Generations for more on the changing expectations of various generations); so the idea that we were experimenting with the impact of home ownership in the 1990s and 2000s seems less odd.

A World of Probabilities

Our minds love order. We love that A+B=C. As a species, we hate the idea that sometimes A+B=C and sometimes A+B=D, and other times – well other times, we have no idea what A+B is equal to. Unless you make your living grinding out money from casinos in Las Vegas, you probably don’t find the idea that outcomes are probable comforting at all. Most of us want to know that our hard work will lead to success. We don’t want to believe that three out of five times we’ll be successful if we just work hard enough for long enough.

That’s simply not satisfying. Why would I work so hard to only have a three in five chance? Even if it’s a four in five chance we don’t like it. Our brain factors out the randomness because it can’t deal with it. (See Thinking, Fast and Slow for more on cognitive biases and the simplifications we do to cope.)

I’ve become painfully aware that sometimes the same set of actions leads to different results. Rogers, in Diffusion of Innovations, spoke of how we can understand the innovation but not understand the impact of it. There are discontinuities that happen which radically change behavior. (Demand speaks to a few of these discontinuities.) The Palm Pilot didn’t dramatically change the way that people managed their lives. Personal Digital Assistants made an impact, but not a real one. By the time we get to the iPhone, we’ve suddenly got the programs, network, and portability together in a way that has all but eliminated the paper-based planners that used to be carried.

Back in 2002, I wrote Mobilize Yourself!: The Microsoft Guide to Mobile Technology. I thought that the explosion of smart phones was right on the cusp. The devices were getting smaller. The batteries were lasting longer. The storage was growing exponentially. However, I missed it. It would be another five to six years before Apple would introduce the iPhone, and in doing so would galvanize a market into action. While all the conditions were right in 2002 for the mobile market to explode, the spark didn’t come until the iPhone. I would have bet on the Microsoft Pocket PC set of devices (as the title and publisher hint at). However, while this was the probable outcome, it wasn’t the actual outcome.

Outside Our Control

It’s uncomfortable. Our egos want to believe that we are in control. (See Change or Die for more on the ego and its defenses.) We want to believe that our rational rider holds the reigns of the only elephant that matters. If we just buckle down and do the work, if we create the right strategy and implement it, then the world be damned, we’ll be successful. However, the more I read (like The Black Swan), the more convinced I become that there’s more than a small amount of business success that comes from external factors. I agree with Pasteur that “luck favors the prepared,” while simultaneously believing that chance – or luck – is far more important a factor in business than anyone wants to admit.

One can attribute the great strategies of Google and Facebook or Cisco and HP to great foresight on the part of the founders. However, when you look deeply into the stories, you find that they were exceedingly lucky in finding the right spot at the right time with the right resources. They didn’t have sophisticated methodology to find the right answers. They just happened upon them.

It’s great to have a recipe that we can follow to get the same results every time. However, the reality of business (and life) is that the circumstances and raw materials change every time. There is so much complexity that there’s no one recipe that will always work. Creating a business that works is a wicked problem. (See Dialogue Mapping for more on wicked problems.) There’s no one path. There’s no set of steps that you can follow.

If you’re willing to be uncomfortable and if you’re willing to put aside certainty, then you may be ready to read The Halo Effect.

America's Generations: In the Workplace, Marketplace, and Living Room

Book Review-America’s Generations: In the Workplace, Marketplace and Living Room

It’s January 28th 1986 and I’ve stayed home from school. I’m sitting in the basement of the tri-level home that my parents owned, when my mom called and told me that the Space Shuttle Challenger had exploded. I turned the TV channel I was watching to a major network and saw a replay of what had happened. I was dumbstruck. I didn’t understand how it could happen. I didn’t understand what to think. Later that evening, Ronald Reagan delivered one of the most historic speeches of our time. (One I studied while reading Great Speeches for Better Speaking.)

That was one of many defining moments in my childhood. The fact that I had stayed home from school by myself was another. As a member of Generation X, I got healthy doses of latchkey kid and divorced parents. I was shaped by these experiences in ways that I am sure I still don’t recognize. So were my friends. We were learning our values and listening to our environment to discover what we believed was true and correct.

This is the heart of generational work – the awareness that children are formed by their upbringing – for better and for worse. They take the values they’ve developed and carry them into the world as they leave high school. That’s where the story starts for America’s Generations: In the Workplace, Marketplace and Living Room.

The Five Generations

America is blessed with five generations who all share this country. Each generation passes the torch to the next. Each generation’s unique core values, which were developed as they grew up, lead to a unique perspective. Take a look at the statistics for our five generations:

Name Born Formative Years Leadership Years Age Today (2016) Size
G.I. Generation 1901-1926 1900s-1940s 1966-1991 90-115
Silents 1927-1945 1930s-1960s 1992-2010 71-89 47 million
Baby Boomers 1946-1964 1950s-1980s 2011-2029 52-70 80 million
Generation X 1965-1981 1970s-2000s 2030-2046 35-51 59 million
Millennials 1982- 1980s- 2047- ~-34 66+ million

These are the raw numbers that make up America’s generations. But what makes the people that make up the generation? Values do.

Values

Throughout America’s Generations, Chuck Underwood describes the different values that each generation has. However, upon reflection I believe that there are three distinct things that Underwood is bucketing into the larger container called “values”.

  1. Desires – I believe that Steven Reiss’ work on the 16 basic desires explained in his book Who Am I? are a reasonable proxy for the things that drive people. I believe they’re a way to understand how people will behave in normal circumstances and that they’re what most folks would call values. I believe that each generation has a different average profile for these desires than the preceding generation and therefore taken in aggregate generations have different “values.”
  2. Defining Boundaries – Cloud and Townsend helped the world understand boundaries in their book Boundaries. Townsend continued with Beyond Boundaries which defined boundaries as either protective and temporary or permanent and defining. Underwood explains that some generations develop defining boundaries, like the Gen X boundary of being a great parent, because this was something they lacked in their lives. This is the inner view that children form and that they carry into their adult lives.
  3. Schemata – Our schemata – or our world view – defines how we relate to the world. Klein in Sources of Power explains the power of our mental models and our ability to simulate the world. The GI Generation and the Silent Generation grew up in a world where work was permanent. They were loyal to the corporation and the corporation was loyal to them. The generations that followed saw careers as permanent, not employers. Jobs would come and go. This developed in Gen X as a sense that you can’t trust organizations (or others). These schemata shape the way that Gen X interacts with employers and work in general.

Perspectives

Underwood seeks to distill an understanding of each generation into a series of pictures. The goal is to create understanding quickly. However, I struggled to put the pictures into frames that I could use to compare one generation to another. I wanted to see how career expectations shifted over the generations, but that wasn’t always the easiest to do based on the structure of the book. As a result, I created the following grid that largely – but not completely – follows Underwood’s observations in the book. So some of these are Underwood’s research and observation, and some of it is my extrapolation.

GI Silent Baby Boomer Gen X Millennials
Career I know and respect who I work for Be loyal to the company and they’ll be loyal to you Live to work Trust that you’ll have work – only if you make sure you do. Work to live
Sex Don’t even talk about it. It’s dirty but I do it Free love Sex, Drugs, and Rock and Roll Sex is a recreational past time
Automobiles Horseless carriage One car per family Cars are status Cars are freedom Cars are useful transportation when someone else isn’t willing to drive me
Music Big bands and dancing; live It’s on the radio It’s my emotional release Pop music is too corporate. I want alternatives. Choice allows me to find music that speaks to me. It’s the soundtrack of my life
War We won the war We didn’t get a chance to win a war Make love not war It happens “over there”, not to me. I’ll fly a drone.
Self-Confidence We can do such amazing things. Just do what you’re told and it will work out OK. If I work hard enough, long enough, I’ll be successful Life is a constant struggle I got my participation award, did you?
Community Service We all get better together Community service is my social I don’t have time for community service Why would I want to join one of those old timers’ clubs? I want to make a difference with my work, not a side project.
Family Multigenerational Nuclear The nuclear family is a luxury not a necessity. I’ll be a better parent than my parents My parents are my family.
Parenting Spare the rod and spoil the child Discipline is essential “We need idealistic children.” – Dr. Spock Involved / Overinvolved
Kids Activities Go out and don’t come back until sundown Go out and don’t come back until the street lights turn on Stay inside where you’re safe. Make sure your kids are involved in as many extracurricular activities as possible. Use your device to access the world
Money Work hard and hope you have a little extra Save what you get because you don’t know when you won’t have anything. I should enjoy what I make when I make it. I should enjoy life whether I’m making enough money or not Money is necessary to live
Debt Not a good idea Required for a home A way to finance my life Credit cards are convenient Too burdensome
Home Ownership Build by my hands and those of my family – or not at all. A source of pride A rite of passage Too burdensome, I’ll live with my parents
Retirement What retirement? I’ll work till I die Secured by social security I’ll do it when I get there. Social Security isn’t enough – and I don’t have enough I’ll have to provide for it. I’ll worry about it later (may be age based because Mils aren’t old enough to be concerned – yet)
Honor I will not leave a man down As long as someone is watching If it feels good it must be good No one can be trusted, not even me. Why should I be better than others?
Food Eat to live A nice meal is more than at home I should be able to have a good surf and turf dinner. Why spend time on it? I can grab fast food on the way through I want to experience the abundance that life has to offer.
Marriage (Ladies) When I find a provider When I find a provider I like While I’m in love If I find the right man, I’ll get around to it Maybe
Marriage (Men) So I can have sex So I can have kids I’ve been thinking about a family That didn’t work so well for my dad, let’s just play house I’ll get to it – maybe
Child Bearing A woman’s duty A woman’s duty An honor A burden A burden
Religion Part of the fabric of life I don’t believe but I want my children to make up their own mind. I don’t believe.
Diversity The differences between people don’t define them.
Learning Style How things work, mental models, and understanding Insatiable Superficial, question and answer

Not every cell is filled out in the preceding because I didn’t quite know how to express the views. This, for me, is a work in progress. I’ll update it as I learn more. As we look at this grid, how did our values, self-image, and world view change so dramatically from one generation to another? The answer is in a set of defining moments – some personal and some shared.

Defining Moments

Each generation is shaped by the environment as the children grow up. Those who grow up in the golden age of automobiles and the development of the Interstate system love cars and travel by car. Those who grow up during the explosion of appliances and convenience devices still look for these devices today. The environment changed from the prominent themes of life of the latchkey kids that make up Generation X to the rise of rock and roll that fueled the hearts and minds of the boomers.

Here’s a collection of potential defining moments for you to consider how they shaped you and the people that you work with:

  • Sputnik 1 (1957)
  • Birth Control Pill (1960s)
  • Assassination of President John F Kennedy (1963)
  • Thurgood Marshal is appointed as the first African-American Supreme Court Justice (1967)
  • Microwaves generally available for home use (1967)
  • Landing on the moon (1969)
  • Skylab operation (1973)
  • Roe v Wade legalizes abortion (1973)
  • Elvis Death (1977)
  • Iran Hostage Crisis (1979-1981)
  • Music Television [MTV] (1981)
  • Marriage of Charles and Diana [Prince and Princess of Wales] (1981)
  • The first Apple Macintosh (1984)
  • Chernobyl Nuclear Disaster (1986)
  • Libya “Line of Death” (1986)
  • Dismantling of the berlin wall (1989)
  • Death of Kurt Cobain (1994)
  • Death of Princess Diana (1997)
  • Columbine High School massacre (1999)
  • September 11 terrorist attacks (2001)
  • iPhone (2007)

I certainly could have listed more. And there’s plenty of opportunity to reflect on how things changed as a result of the event. The death of Princess Diana may not have impacted you personally or it might have given you reason to be frustrated with the press and the paparazzi they employ. Perhaps you decided to not purchase tabloid magazines.

Chernobyl might have changed your views on the safety of nuclear power or made you ever more vigilant. It could have made you aware of the larger forces of which you are not in control, or softened your heart for the plight of those in eastern Europe. Whatever the personal shift, it’s a shared and defining moment with millions of others on the planet and in the United States.

Things are different today in ways that previous generations could have never predicted. I realize that millennials view media differently. They didn’t know a world without the Internet. They don’t think about staying home to watch “Must-See TV.” Everything can be DVRed. Movies are available on-demand without the need to even get up off the couch. They barely remember dial tone, and a clutch and manual transmission in a car are anomalies. Their view of the world has to be different than mine because I remember these things, and my ideas of normal were formed with them in them.

One of the most pervasive changes across the generations – in my opinion – is the perspective on sex.

Sex Through the Generations

Sex has been with humans since the beginning of humanity and so has the result — pregnancy. Throughout history, humans have expected that pregnancies follow sex like harvests follow plantings. The introduction of the condom in an attempt to deter the natural consequences of sex is very old. By the 1920s, a relatively effective condom – the latex condom — was developed, improving safety from pregnancies. By the mid-to-late 1960s, the birth control pill began to come into regular use. With two layers of protection against pregnancies, the potentially life-changing consequences of sex could be reasonably avoided. Further accelerating this change was the Roe v. Wade Supreme Court decision legalizing abortion in 1973. Even if contraceptives failed or an accidental pregnancy occurred, the consequences of sex could be legally avoided now – regardless of ethical, moral, or religious views. E (Please don’t attempt to ascertain my view on the complicated topic of abortion from my few words here – my perspective is substantially more nuanced than I have time to go into.)

As Diffusion of Innovations illuminated, you can explain the diffusion of the innovation but not its impact on society. The impact of these innovations on society was to reduce the stigma associated with premarital sex. Instead of it being a risky behavior it became a recreational pastime. The Boomers wanted “free love” and many of them got it for the price of a condom at the local drug store. (And sometimes without that protection.)

Still, societal stereotypes change slowly. Sex may have been happening in the bedroom but it wasn’t being talked about. TV shows still showed married couples sleeping in separate twin beds. Censors were concerned about the changing attitudes in society. Mork and Mindy couldn’t say that Mindy was pregnant because that presumably meant that Mork and Mindy had had sex. However, it’s perfectly OK to say “I’m having a baby”, so that’s what the show used. (Don’t ask me why this was better, because I don’t really know.)

However, with years of erosion of the traditional values that protected society from unwanted pregnancies, is it any wonder that Millennials are “hooking up” and having casual sex in numbers that would concern even their free-wheeling Boomer parents? Sex, for many but not all Millennials, is something that is a recreational activity – not an act of bonding or something shared only in a committed relationship.

My point in highlighting this isn’t to justify the changes or even voice approval for them. My point to raise is that the world is different now. Our generational world view has been shaped by our different environment and experiences, and the result is a different view on many things, including sex.

Applicability

So how does this help us? Who cares if we know that the views of millennials are different than the views of the Boomers? The answer is because it can change how we market to them, how we lead them, and how we relate to them.

I have a component of my world which is marketing The SharePoint Shepherd’s Guide. Some of my most effective marketing messages have been “retro”. When I ask about “Must See TV” or “Where’s the Beef?” my response rates go up. By recognizing the key perspectives and the key messages, I connect better with the audience and get better responses.

In another corner of my world, I create educational content, and the content providers – the libraries – that I work with are absolutely concerned with the feedback they’re getting about how Millennials are resisting traditional learning management systems. Their organizations are presenting them with the traditional video lecture educational content and they’re not taking it. (The dirty little secret in video training is the engagement rates are very low – few people actually take the courses – but the rates for Millennials are much lower than the norm.) I talk to them about ways to improve this engagement by psychological framing but also how their thinking and information processing styles are different.

I also hear of employers struggling to build generational gearboxes – a set of tools allowing employees of different generations to effectively relate and work together. These employers need the wisdom, knowledge, and know-how of the Silents and boomers and the completely free-wheeling, out-of-the-box, crowd-sourced vitality of the Millennials. And somehow they’ve got to synchronize those employees in ways that allow them to work together.

I don’t know whether by simply reading America’s Generations that you’ll discover answers to marketing, employing, educating, and relating to all five generations – but I’m sure you’ll discover interesting things to ask others about.

Mastering Logical Fallacies: The Definitive Guide to Flawless Rhetoric and Bulletproof Logic

Book Review-Mastering Logical Fallacies: The Definitive Guide to Flawless Rhetoric and Bulletproof Logic

Have you ever felt like you’re in a discussion where the other person isn’t following the rules of logic? Have you ever felt like you knew things were off but you weren’t sure exactly why? I’ve felt that way, and that’s why when the book Mastering Logical Fallacies: The Definitive Guide to Flawless Rhetoric and Bulletproof Logic came across my email, I knew I wanted to read it.

Discussions and Arguments

Before I dive into the logical fallacies and how they are categorized, it’s necessary to stop and understand the context under which these rules apply. These rules apply to a structured disagreement. It’s about how people who are interested in improving understanding and coming to a common understanding.

Consider the story of Bill, an expert kickboxer, who frequently wins regional championships. In a dark alley he’s confronted with someone who demands his money. Knowing his prowess in the ring, he starts to defend himself. The criminal who demanded his money pulls out his gun and shoots him. The rules of logical arguments are applicable to places where the rules of discussion are well-defined. However, these aren’t necessarily the skills to bring out when having a disagreement with your spouse. (If you decide that this is the right answer you might consult The Science of Trust.)

While the rules of logic may rule a court of law, they’re very little good in the court of public opinion. While they’re powerful tools for agreement, they may be rendered powerless in an argument with flared tempers. The rules presented in Mastering Logical Fallacies are the rules of ordered debate, not the rules for arguing with a sibling or for dealing with Internet trolls.

Discussions often hold to rules of decorum, even if they’re not explicitly defined. While they rarely elevate to the level of a dialogue (see Dialogue for more) they can sometimes descend past disagreement and fall into the pit of an argument. These rules are effective in a discussion and in a disagreement, but sometimes understanding only gets you so far when it comes to arguments.

Logical-Emotional

I mentioned in my review of Switch and The Happiness Hypothesis – and several times since – that I love the model of the rider-elephant-path for describing the relationship between our rational self, our emotional self, and our environment. Kurt Lewin said that behavior is a function of both person and environment. In the rider-elephant-path model, the environment is the path. And what Lewin simplifies to the variable person are two related factors of the rider and the elephant.

While Mastering Logical Fallacies focuses in on the rider and how to make rational, logical arguments, there are many admissions that we’re not just rational creatures. There’s an acknowledgement that even though some emotional arguments aren’t rational they’re often quite effective. I find that arguments tend to be more emotional than rational. By knowing the rules of logical arguments you can – perhaps – avoid the degeneration into an emotional argument.

Rhetorical Techniques

Like a magician performing sleight of hand, sometimes the argument is less about the argument and more about what the opposing party can pull off while you’re not paying attention. Plays on emotion, instead of logic and reason, are popular ways to derail and discussion – particularly in politics or the court of public opinion.

A regular argument or debate, however, should be ruled by logic and not by emotion. Mastering Logical Fallacies is a toolbox to ensure that your arguments and responses follow the rules of logic.

Formal and Informal

The first distinction in the book is the difference between formal and informal fallacies. This major dividing line is between the arguments that are invalid by their structure, and those whose lack of validity is based on their content. Of the 61 fallacies covered in the book, only four of them are formal – and therefore invalid on their face. Two more can either be formal or informal – and the remainder are based on the content of the argument.

Consider the unfalsifiability fallacy. That is, someone makes an argument where it’s impossible to disprove the claim. This is what Sir Karl Popper used to identify the difference between science and pseudoscience. Science expresses its claims in a way that allow for them to be proven to be false, where pseudoscience appears beyond reproach.

This is a formal fallacy. You can’t make an logically sound argument that can’t be tested and proven incorrect. It’s not about the content of the argument, but is instead about its structure. Understanding how fallacies differ can help you spot them more easily. Of course, that assumes that you have a list of the fallacies you’re looking for.

The Listing

A friend of mine once spoke of spending hours outside looking into the sky looking for enemy aircraft flying overhead. In the middle of Michigan, this was a rather far-fetched idea; however, he was ready. He had his plane spotter cards and could identify the silhouettes of both American and enemy planes. He was prepared to identify the enemy and give report of their numbers. As amusing as this may seem, he was primed with what to look for so he could be ready. Here are the logical fallacies as laid out in the book, so you can be ready to identify them:

AD HOMINEM: ABUSIVE (Informal)
Person A makes claim P; person B states that A has a bad character; therefore, P is false.
Attacking a speaker’s argument by insulting the speaker.
AD HOMINEM: CIRCUMSTANTIAL (Informal)
Argument ex Concessis; Appeal to Motive; Vested Interest.
Person A claims that P. The circumstances of A discredit his assertion that P. Hence, we should disbelieve P.
Undermining the credibility of an argument by appealing to some facts about its proponent, where these facts are inconsistent with the proponent’s advocacy of the argument, or where they undermine the proponent’s credibility in putting forward the argument.
AD HOMINEM: GUILT BY ASSOCIATION (Informal)
Opponent A argues that P. But a third party B also argues that P. B is unsavory. Hence, we should disbelieve that P. (Implicit premise: if B is unsavory, we should reject everything they say).
The proponent of argument P associates with B. But B is unsavory. Hence, we should disbelieve P. Attacking an argument by casting aspersions on people or organizations associated with either its proponent or the argument itself.
AD HOMINEM: TU QUOQUE (Informal)
The proponent makes an argument P against a certain behavior or action Q; but the proponent himself engages in Q. Hence, we should disbelieve P.
Undermining an argument against a certain behavior or action on the grounds that the proponent himself engages in the very same behavior or action.
AFFIRMING THE CONSEQUENT (Formal)
P is inferred from the major premise ‘if P then Q’ and the minor premise ‘Q.’
Substantiating a statement by showing proof of a tangential consequence.
AMBIGUITY (Formal)
An argument of the form “A is B, B is C, so A is C” (or similar), where the terms do not have a consistent meaning in the premises and conclusion.
An argument in which there is a term common to the premises and conclusion, or to more than one of the premises, but the term carries a different sense in each instance.
ANONYMOUS AUTHORITY (Informal)
Argument P is justified by appeal to an authority A, whom the argument’s proponent does not (or cannot) name.
An argument’s proponent justifies it by appeal to an unidentified authority.
APPEAL TO ANGER (Informal)
Argumentum ad Odium
The proponent justifies his argument for P by playing on the anger of the audience. Proponent A argues P. Opponent B states that P offends him, therefore P must be false.
Attempting to defend a position by exploiting the audience’s feelings of anger, bitterness and spite. Alternatively: attacking an opponent’s argument on the grounds that it angers you or your audience.
APPEAL TO AUTHORITY (Informal)
Argumentum ad Verecundiam
Person A claims that P. A is considered an authority. Therefore, P.
Attempting to support an argument P, not by offering any direct evidence that P, but by appealing to the testimony of an authority A.
APPEAL TO CELEBRITY (Informal)
Celebrity A believes that P. A is famous. Therefore, P.
Justifying a belief on the grounds that a celebrity believes it to be true.
APPEAL TO COMMON BELIEF (Informal)
Argumentum ad Populum
Everybody believes that P. Therefore, P.
Justifying a proposition on the grounds that many people suppose it to be true.
APPEAL TO DESPERATION (Informal)
The Politician’s Syllogism
Situation S demands a response. Action P is proposed as a solution, where P is, in fact, irrelevant to S.
Demanding that an action be performed to resolve a situation, regardless of whether the proposed action will in fact resolve the situation in question.
APPEAL TO EMOTION (Informal)
Proponent A argues for or against conclusion P by invoking the emotional effects of P.
Arguing for the conclusion of an argument by appealing to the emotions of the audience, rather than addressing the matter at hand.
APPEAL TO FAITH (Informal)
Proponent A has faith that P. Therefore, P.
Arguing for a conclusion purely on the basis of faith, rather than invoking any reason or evidence for its truth.
APPEAL TO FEAR (Informal)
Argumentum ad Metum
Either P or Q. Q is frightening. Therefore, P.
P is presented in a way that plays on the audience’s preexisting fears. Justifying a conclusion by instilling fear against the alternatives in your audience. Alternatively: justifying a course of action by playing on the audience’s fears.
APPEAL TO HEAVEN (Informal)
“God demands that P must be done. Therefore, P must be done!”
Justifying an action on the grounds that it has divine assent, in other words, that God wants you to engage in it.
APPEAL TO THE MOON (Informal)
Society S, or person P, has accomplished feat F. Therefore, society T, or person Q, should be able to achieve feat G!
Arguing that, because a person or society has achieved something great (for example, putting a man on the moon), another person or society should be able to achieve something else of similar stature.
APPEAL TO NATURE (Informal)
P is natural, therefore P is good; or, P is unnatural, therefore P is bad; or, P is natural, Q is unnatural, therefore P is better than Q.
Grounding the value of something by appealing to its naturalness; in other words, claiming either that something is good because it is natural, or bad because it is unnatural.
APPEAL TO NORMALITY (Informal)
P is normal, therefore P is good; alternatively, P is abnormal, therefore P is bad.
Judging whether something is good or bad depending on whether it is determined to be normal.
APPEAL TO PITY (Informal)
Argumentum ad Misericordiam, or The Galileo Argument
Argument P is justified by invoking the opponent’s pity.
Attempting to support a position not by offering any arguments or evidence in its favor, but by appealing to the opponent’s feelings of pity or guilt.
APPEAL TO POSSIBILITY (Informal)
P is possible, therefore P.
Asserting that something is or will be the case on the grounds that it’s possible that it is the case.
APPEAL TO RIDICULE (Informal)
Reductio ad Ridiculum
Proponent A argues that P. Opponent B undermines P by ridiculing it, without addressing the argument underpinning P.
Attacking an opponent’s argument not by addressing the matter at hand, but by resorting to mockery: for example, repeating his argument in a sarcastic tone.
APPEAL TO TRADITION (Informal)
P is traditionally believed to be true. Therefore, P. (Implicit premise: whatever has been traditionally believed to be true is true).
Arguing that something is true, or valuable, on the grounds that it is traditionally believed.
ARGUMENT FROM IGNORANCE (Informal)
Argumentum ad Ignorantiam
Proponent A argues that P, on the grounds that there is no evidence that P is false; alternatively, he argues that P is false on the grounds that there is no evidence for P.
Justifying a conclusion by appealing to the lack of evidence that it is false; alternatively, assuming that something is false because of lack of evidence that it is true.
BASE RATE (Informal)
In determining the probability of an event E, the base-rate probability that E will happen is disregarded, and specific facts about the case are used instead.
Information about the overall probability of an event is ignored when estimating how likely it is to occur in a particular case.
BEGGING THE QUESTION (Formal)
Petitio Principii
Proponent A justifies P on the grounds that Q, and justifies Q on the grounds that P.
An argument whose premises assume the truth of its conclusion.
BIASED SAMPLE (Informal)
Population M has a sub-class m, which has characteristic P.
It is then inferred that M also has characteristic P. However, m is not representative of M. Where a general conclusion about a population is drawn from the behavior of a small sample, when the sample does not accurately represent the population as a whole.
BLIND AUTHORITY (Informal)
Authority A states that P. Therefore, P.
Justifying an argument based on the say-so of an authority whose credentials have neither been examined nor questioned.
CHERRY-PICKING (Informal)
Evidence E supports P, evidence F contradicts it. Proponent A appeals to evidence E to prove that P, while ignoring evidence F.
Establishing a conclusion by means of evidence, but selectively citing only evidence that supports your conclusion, while suppressing any evidence which contradicts it.
CIRCULAR REASONING (Informal)
P is justified by Q. However, Q could only be justified by accepting P. (Alternatively: P is justified by Q, which is justified by a number of other steps, which are ultimately justified by accepting P).
Arguing for a conclusion on the basis of a set of premises, where the truth of the premises assumes the truth of the conclusion.
COMPLEX QUESTION (Informal)
Many Questions or Loaded Question Fallacy; Plurium Interrogationum
The speaker asks a question, which presupposes a number of facts P, Q, R, to which the respondent is not committed.
The speaker poses a question that contains a complex presupposition. The presupposition is not stated, but is required for the question to make sense.
EQUIVOCATION (Informal)
Amphiboly
A term common to the premises and conclusion has two distinct meanings, such that the first meaning is required for the premises to be true, but the second meaning is needed for the conclusion to logically follow from the premises.
When the conclusion of an argument seems to follow from the premises, but only by virtue of an ambiguity in the meaning of the words used in the premises and conclusion.
FAKE PRECISION (Formal or Informal)
Argument P is supported by quantitative evidence E, where E lacks the quantitative precision needed to legitimately support P.
Supporting an argument with numerical data that appears to be more precise than it actually is.
FALLACY OF COMPOSITION (Informal)
Whole W is comprised of parts p1, p2,…, pn. Since each of the parts has a certain property, it is inferred that the whole has that property.
Inferring that what is true of the parts of a whole is also true of the whole.
FALLACY OF DIVISION (Informal)
Whole W is comprised of parts p1, p2, and p3…. Whole W has property P. Hence each of the parts will also have property P.
Assuming that what is true of the whole is also true of each of its parts.
FALSE ANALOGY (Informal)
A is P, B is P. A is Q, therefore B is Q.
An analogy is established between two things, A and B. A and B both have the characteristic P; A has the characteristic Q; hence it is inferred that B also has the characteristic Q.
FALSE DILEMMA (Informal)
Proponent A offers a choice between P or Q, on the condition that one, and only one, of the two must be chosen; in reality, however, accepting both P and Q, or a third alternative R, are also viable options.
A choice is presented between two alternatives. The proponent presents this choice as exhaustive and exclusive: one of the options must be chosen; no third option is permitted or even entertained. However, in reality, these two options are neither exclusive nor exhaustive.
HASTY GENERALIZATION (Informal)
Each instance of a small sample of thing A has the property X. Hence, all instances of A have property X.
A general rule about something is inferred from a few instances of that thing.
JUST BECAUSE (Informal)
Mother Knows Best
Proponent A justifies proposition/command P solely on the grounds that it is his assertion.
Proponent A justifies command or assertion P by simply positioning himself as an unquestionable authority on P.
LUDIC FALLACY (Informal)
A model M is used to make predictions about a certain domain D. However, M is defined with strict parameters that are not always present in D.
Taking a model of reality to represent reality, forgetting that the model is predicated on parameters with which reality quite freely dispenses.
LYING WITH STATS (Formal or Informal)
Proponent A attempts to support argument P with statistical data S, where S does not support P.
Supporting your argument by using statistical data in a misleading manner.
MAGICAL THINKING (Informal)
Two events, E and F, are thought to be causally connected in a supernatural way.
Thinking that two events are causally related not because of any reason or evidence, but because of a presumed supernatural connection.
MORALISTIC FALLACY (Informal)
P ought to be the case. Therefore, P.
Thinking that something is the case just because it ought to be the case.
MOVING THE GOALPOSTS (Informal)
Shifting Sands
Proponent A puts forward argument P. Opponent B insists that evidence E is necessary for P to be accepted. Proponent A produces evidence E. Opponent B now demands a new, more stringent standard of evidence E1 for P to be accepted. Proponent A accepts E as the standard of proof for P, but relaxes the criterion of proof to evidence E2 after realizing that the standard E1 cannot be met.
To raise, or lower, the standard of proof required for accepting an argument, after the argument has been shown to meet, or fail to meet, a previously agreed-upon standard of proof. More generally, to change the terms of the debate or argument after the debate or argument has begun.
MULTIPLE COMPARISONS FALLACY (Informal)
(Statistical) Tests {T1, T2,…, Tn} are conducted to test hypothesis H. One test, Tm, shows some evidence that H is correct. Therefore, the results of the test are taken to confirm H.
Drawing significant statistical inferences from any positive or negative results gleaned from tests conducted on a multiplicity of groups or criteria.
NATURALISTIC FALLACY (Informal)
Identifying a natural property P with the good.
Colloquially expressed: “P is ‘natural’, therefore P ought to be done.” Strictly speaking, this fallacy has to do with identifying a non-natural property, such as goodness, with a natural property, such as pleasure. More colloquially, deriving the fact that something ought to be the case from the fact that it is the case. More colloquially still: using standards derived from nature to determine what ought to be the case in human societies.
NIRVANA FALLACY (Informal)
Proponent A puts forward a proposal P to solve a certain problem. Opponent B points out that P would not completely solve the initial problem, or would fail to solve other, related problems. Opponent B therefore rejects proposal P outright.
Criticizing a proponent’s solution to a problem on the grounds that it does not solve the problem completely; in other words, on the grounds that it falls short of an ideal solution to the problem.
NON SEQUITUR (Informal)
An argument that states that P, therefore Q, when P does not in fact imply Q.
When one statement is presented as following from another, while it logically does not.
PROVING NONEXISTENCE (Informal)
Proponent A argues that P exists, because there is no evidence that it doesn’t exist.
Asserting that something exists, on the grounds that its nonexistence cannot be proven.
RED HERRING (Informal)
Ignoratio Elenchi, the Chewbacca Defense
Proponent A and opponent B are arguing about a topic P. B raises topic Q, on the grounds that it is relevant to P; however, Q is actually irrelevant to P.
Attempting to derail an argument by bringing in considerations that are irrelevant or out-of-context.
REDUCTIO AD ABSURDUM (Informal)
Proponent A puts forward proposition P. Proponent B attacks a simplified or absurd version of proposition P.
Attempting to refute your opponent’s argument by drawing allegedly absurd consequences from his argument, which, however, only follow from a caricatured misrepresentation of his position.
REDUCTIO AD HITLERUM (Informal)
Proponent A puts forward position P. Opponent B retorts that Hitler believed in P; therefore, we should not believe in P.
Dismissing your opponent’s position on the grounds that Hitler (or some other evil figure) believed in it; or that the policy he advocates was also advocated by the Third Reich.
SELF-SEALING ARGUMENT (Informal)
Proponent A asserts a substantive claim P, such that no evidence can count against P, or that no opponent may raise an objection to it.
A substantive claim which its proponent presents in a way that admits of no refutation, either by preventing any evidence from counting against it, or by automatically dismissing the objections of an opponent.
SHOEHORNING (Informal)
A and B are discussing topic P. B (as is his wont) raises topic Q, where Q is irrelevant to P.
Where a contributor to an argument derails the discussion by raising a favored topic of his, despite this topic’s being completely irrelevant to the argument at hand.
SLIPPERY SLOPE (Informal)
Absurd Extrapolation, Camel’s Nose, Thin End of the Wedge
If A, then B; if B, then C; if C, then… Z!
Predicting that horrific consequences will follow from seemingly innocuous actions, through an incremental, step-by-step process. So, if we do A, this will inevitably result in action B, which will result in C … which will result in (typically horrific) action Z.
SPECIAL PLEADING (Informal)
Proponent A agrees to a general rule P. P applies to B. A demands that an exception be made regarding P’s application to B, without giving grounds as to why an exception is warranted.
Agreeing to a general rule or principle about something, only to suspend it in a particular instance, without giving any good reasons for doing so.
SPIRITUAL FALLACY (Informal)
Proponent A makes claim P. P does not come about. Proponent A claims that, despite appearances, P has actually come about “in a spiritual sense.”
Taking a claim (usually a prediction) to be satisfied, despite lack of visible evidence for it, by asserting that it has been satisfied in a “spiritual sense.
STRAW MAN ARGUMENT (Informal)
Proponent A puts forward argument P. Opponent B rebuts P by actually rebutting P’, which is superficially similar to, but importantly different from P. Opponent B takes his rebuttal of P’ as a refutation of P.
Misrepresenting an opponent’s argument, directing your attack at the misrepresentation, and taking this attack to refute your opponent’s real position.
SUNK COST (Informal)
Investor A has sunk n units of currency into project P. Although P has little chance of making money, A continues to sink money into it, because he does not want to give up on n.
Sunk costs are the resources invested in a project or venture which have become irrecoverable by any means. The Sunk Cost fallacy occurs when the investor continues investing money in a project, despite having little or no hope that it will make a return above funds already invested, because of a reluctance to let the initial investment go.
UNFALSIFIABILITY (Formal)
Proponent A makes a claim that P, such that there is no way of disproving that P.
A substantive proposition is expressed in such a way that it becomes, in principle, impossible to raise a counterexample to it.
USE-MENTION ERROR (Informal)
Proponent A discusses word ‘P.’ Opponent B thinks that A is discussing the concept or object that P denotes.
Consequently, confusion arises. Confusing the discussion of a word itself with discussing the concept the word denotes.

Relationships

The astute observer may note that there are many of these fallacies which are related – something that the book is quick to acknowledge. However, each fallacy has a slightly different structure. As that structure changes so do the responses to them. Being able to identify variations on a theme makes you more able to see the subtleties and to see what you need to do to Master(ing) Logical Fallacies.

TED Talks: The Official TED Guide to Public Speaking

Book Review-TED Talks: The Official TED Guide to Public Speaking

One of the things that I realized is that all humans have the innate ability to speak – save those unfortunate souls who are mute. Sometime shortly after our first birthday our vocabulary bursts forth and we begin our lifelong dance with speaking. Later we learn how to write and read, and we have the capacity to understand not just the spoken word but the written word as well. However, all of this is “old hat” – everyone I’m speaking to has done these things for decades. Why should someone study something that we all do naturally?

The answer comes in a desire to get better. Ericsson in Peak describes purposeful practice, and how only through purposeful practice can someone reach the pinnacle of the skill and the industry. I want to be able to deliver knowledge and perspective that will reach to the greatest possible audience. I want to ignite the world on fire with ideas and possibility and tools to make the ideas a reality.

That’s why I continue the struggle to get better at public speaking, and why I look for luminaries to share their wisdom of how to do it. That’s exactly what I found in TED Talks: The Official TED Guide to Public Speaking.

Types of Talking

It’s been years ago now when I was first invited to do a keynote speech for a conference. I really knew almost nothing about them other than it was an opportunity to speak with everyone at the conference all at one time. I had been doing educational sessions for years with this conference organizer, and he trusted my stage presence enough to give me a shot at the keynote. My initial preparations, however, fell way short of the bar.

I was approaching my keynote preparation like I would my educational session preparation. I was trying to help educate my audience. I wanted them to know more about how to turn the right wrenches in the right order to get the right result. The organizer, who I count as a friend now, told me that the whole point of a keynote speech is different. I’m not there to educate. I’m there to inspire and enlighten.

If you’re a technical-minded person like me, the difference between education and inspiration seems to be very short – but as I found out they’re worlds apart. In traditional education it’s “Just the facts, ma’am”, but in inspiration it’s substantially more about engaging the entire being, including those stubborn emotions. (See the Rider-Elephant-Path in The Happiness Hypothesis for more.)

As I’ve put more focus on learning this craft more deeply, I’ve come to realize there’s a third variation of public speaking in addition to education and inspiration that’s equally different, challenging, and fun. That third form is facilitation. Facilitating a group is sort of like dancing when you don’t control your body. You can encourage a place to be but your muscles can (and do) have their own ideas. While facilitation done well is amazing, done poorly it’s a train wreck.

TED Talks focuses only on inspiration, and how to infect folks with ideas that make them change the way they see the world and how they contribute to it.

Public Speaking is Persuasion

At the core of all public speaking is the idea of persuasion. The idea is that if I can persuade someone else, if I can infect them with my view of paradise, I’ve succeeded. This is true no matter what the form. Education seeks to invade the mind of the listener with new knowledge that will be integrated into their own existence. Facilitation seeks to guide them into the group state of dialogue, potentially forever altering their world views and approaches. (See Dialogue for more on this.) Finally, inspiration seeks to change you. It seeks to directly change your way of seeing the world and to incite action.

All of this is persuasion. It’s attempting to convince another person to let you into their world. This is what Dr. Glasser calls their “quality” world in Choice Theory. We’re trying to convince them to drop the barriers that separate us and them and to allow, for a moment, ideas to cross a permeable boundary.

As a child I disliked persuasion. I thought that, somehow, people could literally put thoughts in my head. I didn’t like the idea that I wasn’t in control of myself and my thinking. I saw the evil witch from The Wizard of Oz standing over a large crystal ball pushing those thoughts into a helpless victim.

As I’ve grown older (and I hope wiser), I realize that people can’t force their thoughts on us, we have to let them in. We have to trust the other person enough to consider what they’re saying might be true. (See Trust=>Vulnerability=>Intimacy for more on trust and its impacts.) This is where persuasion comes in: it’s convincing people to consider our perspective – not that it’s right but that it might be more right than what they know today, or that it might offer them a different piece to the jigsaw puzzle we call life.

The Significance of Speaking

Have you ever seen something happening and it appears that it’s all happening in slow motion? It’s like the effect in movies when you see a crash slowed down to watch the fireball erupt or the car flip in more detail? That’s what it looks like to me as I see the increasing importance of speaking and persuading people.

YouTube is a phenomenon. There is so much more video being created and captured for posterity than has ever been created. Video content is now a regular part of our world, and most folks admit it’s here to stay. It’s transforming education from instructor-led to on-demand. Instead of video being the league of the TV elite, it’s now created in the living room of the lonely teen.

Today, there are still more tweets than videos on YouTube. There are still more texts than video chats. There are still more emails than all of these put together. However, the question is, for how long? How long will it be that we prefer the cold precision of a typed – or “thumbed” – word to the warmth of a human connection? (See Alone Together for more on the backlash about us living technologically connected but alone.)

In the movie Back to the Future, the character Dr. Emmett Brown (Christopher Lloyd) responds incredulously when Marty McFly (Michael J. Fox) says that the famous movie actor Ronald Regan is the president – until he discovers the video camera that Marty brought with him. All of the sudden he believes he understands why you need an actor as a president – because everything is on TV. Certainly, there’s a greater importance to video today than years ago and it’s growing. Though you don’t have to be a movie star to be president, you clearly must be a performer.

In a world where anyone can write a blog (like this one), anyone can write a book (through a vanity publisher), and nearly every book known to man is available at the speed of light (Amazon Kindle), how powerful is the written word? No longer are the titles of the newspaper all there is, and somehow the prestige and weight of the written word is eroding slowly. People regularly doubt the validity of the written word, because there’s no personal connection to the person behind them. Every view – correct and incorrect – is on the internet. Some of those views have a picture of Abraham Lincoln beside them with a quote from “Honest Abe” saying that he believes everything he reads on the Internet. (Ponder that for a moment.)

Speaking of Savers

If you speak very often, something is bound to go wrong. It might be the A/V or you’ll flub a line – but something will undoubtedly go wrong. My first night on a comedy stage during an open mic night, I was holding the microphone as I saw the cord drop out of it in slow motion. I didn’t know what to do. I was already nervous enough for any three people you might meet on the street, and an honest-to-goodness problem had just occurred. The good news is that by the time I got to this spot I’d given hundreds of presentations, so I silently picked up the cord and plugged it back in. It would have been funnier if I had just started to mouth the words pretending to not realize that the cord had come out. I’ve put that in my file for the next time it happens because it will.

When I’m speaking I want an expressive audience. I want to see what they’re thinking and how they’re reacting to the material. However, there are times where every funny joke falls on deaf ears – or maybe they’re not that funny. There are times when you feel as if you’re at a mortician’s convention and someone switched up the bodies with their clients. (See Inside Jokes for more on why jokes work – or don’t.) It’s for that reason that I borrow my friend Michael Malone’s saver. “You know I can see you right? This isn’t television.” It seems to always work to get a chuckle out of the audience. I can follow that up with the need for interaction, and generally the crowd is a bit looser.

I believe that humor and comedy are important components that go into the mix of public speaking. That’s one of the reasons I spent so much time learning about it (See I Am a Comedian and Inside Jokes). I believe that learning how to let the laugh ring out – and not mow over it with your next comment – is an essential bonding moment with the audience. I also believe that with good preparation, good timing, and a sufficiently large audience, you can make the speech truly memorable. Despite that, the concept of “savers” – little bits that you can use – isn’t primarily about the humor. Savers are a way to get back on track after the train is on its side. The vehicle that they use to lift us up and get things on the right track is humor, but their impact is to get things rolling again.

Privilege of the Platform

It’s been a few years now since I attended the NSA conference when it was in Indianapolis. (See My Experience with the National Speakers Association – thus far.) Perhaps the most striking thing that I heard during the event was the phrase, “The privilege of the platform.” That is, it’s a privilege to speak to others from the speaking platform. They don’t owe us anything more. Not more book sales. Not more consulting engagements. The folks in the audience owe us nothing. We as the speakers owe them something. We owe them a good return for their investment in time. We owe them to pour our hearts and souls into our presentation, and to deliver it in a way that creates the greatest likelihood that it will be valuable to them.

Sometimes speakers, myself included at times, get this backwards. They’re trying to take from the audience. They’re trying to extract their names to grow their mailing list. They’re trying to get that next DVD purchase. They’re trying to make the next sale or get the right introduction.

Certainly there is a need to ask for what you need. Someone having read Selling to VITO wouldn’t be shy about asking to speak with the CEO. However, at the same time, there’s a need to deliver value before you ask for something in return.

The Gift of Understanding

As a speaker – no matter what the type of speaking – the key gift that you can leave the audience with is understanding. It can be the understanding that the way they see the world isn’t the only way to see it through inspiration. It can be that they understand how to do something differently – they’ve developed a new skill – through education. It can be that they understand an issue better because it was possible for everyone’s voice to be heard through facilitation. Whatever the method, the goal is still the same: to increase the level of understanding.

There’s an art form in creating the conditions that allow others to build understanding. There’s the Art of Explanation
and knowing how to structure things in a way that will make sense. There’s a totally different way of approaching The Adult Learner. There’s a set of research that exposes Efficiency in Learning. Facilitation has the understanding of the need for Dialogue.

The desire to help people build understanding crosses boundaries. One frontier is obviously education, and what we know about how people learn. However, learning in Choice Theory points us to learning more about psychology. Psychology teaches us about the barriers to learning, like a fixed Mindset and a resistance to change even in cases where it’s Change or Die. Sometimes these books are really neurology books Incognito – just waiting for us to discover that, in addition to psychology, neurology offers insights into how people learn – and the barriers to learning.

To offer the gift of understanding (because you can’t truly give it), you have to invest yourself in the pursuit of creating the right conditions for success, and that is, of course, the subject of leadership. It’s about Thinking in Systems and how they help or harm people. It’s learning the secrets of Multipliers – those people who are able to create understanding and engagement in their employees.

Offering the gift of understanding is the most precious thing that a speaker offers, and the one that takes the most effort to offer.

Increasing Interest

In most audiences, you start out with a baseline level of interest – not enough to study the topic and become an expert like you are, but an interest none-the-less. The speaker’s job is to increase that interest to the point that it will drive desire to learn more. Learning creates the opportunity for understanding.

Increasing interest is done through a variety of approaches and techniques. Sally Hogshead in her book Fascinate speaks of seven triggers: lust, mystique, alarm, prestige, power, vice, and trust. These are the levers that drive interest. You can use intrigue (as in mystique) to increase interest. You can feign a threat to increase alarm. You can laud someone with power. You can offer them additional prestige and so on.

Memorizing and Improvising

There are speakers who believe in memorizing every word of their speech. They believe that their best way of delivering is one where they’ve memorized everything. There are other speakers, like myself, that find this approach too rigid and lacking in the ability for me to read the mood of the crowd and adapt to the situation. However, both are valid ways of presenting. Each has its value.

The folks that memorize their talks have the value of continued refinement. Todd McComas once told me that he had to deliver one of his favorite jokes with a belly rub. If he didn’t deliver it with the belly rub the joke didn’t do well. If he delivered the lines with a belly rub the crowd would roar. (I’ve been at clubs where this happened.)

This taught me that comedians – good comedians – don’t just have a general concept of something funny. They’ve got a bit that they’ve refined into a pattern that they can replay at will. This allows them to have optimized the experience for that joke or that bit to perfection. The good news is that perfection means more laughs. The bad news is that it takes a long time to get there.

Having a looser style, where you know the topic you want to discuss but don’t necessarily memorize the words, can be powerful too. As I mentioned, it tends to make the style more improvisational and allows you to adapt more easily to the audience. This can be important when your environment changes frequently.

Landing Pads

If you’re in an airplane flying around, you want to know there’s a runway somewhere that you can land on. In fact, pilots are supposed to remain aware of potential places to land in the case of an emergency. If you’re in a helicopter you want to know that there’s a landing pad where you can set down at some point. It’s important to know where you’re landing, whether you’re flying or you’re speaking. For me, I’ve got a set of fixed points in my presentations. I know what I’ll find when I get there, and I can for a moment or two go into automatic pilot with my speaking. What that means is that I can focus my mental energies on assessing what I might have missed, the current audience engagement, and where I’m at on my timing.

These landing pads aren’t memorized bits of content, but are instead content that I know so well that I can flow words out of my mouth without my full attention. They’re my way of getting a moment or two to make sure I’m “on my marks.” I know for each major point in my presentation where I need to be on time and how much energy I should be putting out. Having a place to stop for a moment and reflect – while continuing to engage with the audience – is an important way for me to speak.

TED Talks makes a point of stating that you can pause and gather where you are. While it’s uncomfortable for the speaker at times, the audience doesn’t generally mind. They recognize it as something that you’re doing to make sure that you’re giving them the best experience.

One Way Through

One of the key learnings for me was the need for a through line. That is, I need to be able to map the story arc so that anyone can see it if they try. Since much of my work is education, I tend to think about educational objectives and sequencing of content. While this is still important (if not critical) for educational talks, for inspirational talks it takes something different. It takes a story arc or a through line. It’s the string on which the pearls hang.

Educationally I think in terms of the main point before which I put context of the idea. After the context comes the necessary components – like doing the sub-assemblies in manufacturing or putting together the components of a larger recipe. Once the components are in place I can make the main point – and then explain why it’s important or relevant. While this is held up to be an example of a structure, I think for me it is too educational to be inspirational.

Should I Speak?

One of the interesting questions is whether we should speak about the topic at all. Sometimes you shouldn’t speak about something because you don’t know enough, and other times it’s because you’re not passionate about it enough. Ted Talks provides a set of questions to evaluate whether you should speak about a topic or not:

  • Is this a topic I’m passionate about?
  • Does it inspire curiosity?
  • Will it make a difference to the audience to have this knowledge?
  • Is my talk a gift or an ask?
  • Is the information fresh, or is it already out there?
  • Can I truly explain the topic in the time slot allocated, complete with necessary examples?
  • Do I know enough about this to make a talk worth the audience’s time?
  • Do I have the credibility to take on this topic?
  • What are the fifteen words that encapsulate my talk?
  • Would those fifteen words persuade someone they’d be interested in hearing my talk?

So maybe you have a burning desire to become a speaker – but you’ve not yet found your topic.

Fear Jujitsu

Sometimes I don’t prepare properly for my speeches. Mostly when I’ve done an educational speech, too frequently I get bored and I struggle to stay focused on it. As a result, I’ll sometimes not refresh my memory of the material. The result is a bit of fear for me. The strange part is that I’m sometimes doing this process on purpose. It’s a delicate balance between being too prepared and not having the energy for the topic I need, or being slightly underprepared to give myself a jolt of adrenaline.

I’ve learned that fear can be an energy source. If I’m willing to acknowledge my uneasiness and fear, I can convert it into motivation and energy to reveal my passion for a topic. If I enter a topic I know too well, the result is the audience typically notices a lack of passion from me.

I call transforming fear into energy my “fear jujitsu”. Jujitsu is a martial art which uses the enemy’s power against them. It’s not meeting force with force, but is instead meeting force with deflection. For me that’s what I do with fear: I redirect it. I convert the adrenaline it releases into a useful tool so that I can deliver a talk worthy of being a TED talk. Maybe one of these days I’ll be able to say that I’ve given TED Talks
– maybe you can too.

Lake

SharePoint Users Groups and Community 2.0: Reflections and Projections

First and foremost, this post is a desire to start a conversation about where the SharePoint community is heading and how I can help foster that growth as a community leader and sponsor. The SharePoint community has been very good to me. They’ve repaid my work in kindness and assistance that is immeasurable. I want to help breathe more life into the community but in truth, I’m not sure how.

So I’m asking for you to react to this post. It can be on Twitter, as a comments on my blog, and/or posts on your blog or if you’re willing, you can even comment via the survey I’ll put at the end of this post. (or any combination of those things.) I’ll share the results of what I find — if you provide your email address — and I’ll share summary to the community at large.

Users Groups Closing Down

As the owner of the SharePoint Shepherd brand of products I have some liberties in the way that I spend our marketing dollars. I’ve always made the number one priority community events. Most of the leaders know that I’m happy to send them books and DVDs to use as giveaways at their events. The community leaders that are within reasonable (and sometimes unreasonable) driving distance of my home base in Indianapolis know that I’ll drive to their event and deliver content whenever.

What I’ve noticed over the past few years is that there are fewer user’s groups meeting and those that are still meeting have noticed a steep decline in attendance. In fact, we’re sending roughly 15% of the care packages out today that we sent out just a few short years ago because the groups we’ve been talking to have either closed or have become non-responsive.

Let me let that sink in for a moment. If you had a user’s group four years ago there’s about a 1:8 chance the group is still operational. Oh, and if you didn’t have a group four years ago the odds are very long against you getting one started successfully. From my point of view this looks like a collapse of the offline community.

There are those who would say that Microsoft should do more to support the community. To them I’ll say “sure.” The problem is how? What should they do? What would be useful to the community? If you want to respond to me with real answers to these somewhat rhetorical questions, I’ll take them and get them to the right people at Microsoft.

What I know is that Microsoft hasn’t given up on communities – changes in the MVP program which I won’t go into detail here – recognize the power and need for local on-ground communities. It’s not that Microsoft isn’t interested. In my experience what’s missing is a roadmap for what to do that will be successful in driving the community forward.

So on the one side we know the challenge is that local groups are closing down and on the other side there are the conditions. What are the factors that are leading to the closures? For that I need to explain my perspective on SharePoint Users Groups and to talk about the challenges with Users Groups in general.

Types of SharePoint Users Groups

In truth as a planner for SharePoint User’s Groups both directly and indirectly as I helped others, I began to realize there were really three groups of users who were coming to the SharePoint meetings. The three groups are:

  • Infrastructure Specialists – These are the folks who are tasked with implementing and operating SharePoint. They’re interested in features and what they need to add-on to SharePoint to meet their user needs.
  • Developers – In general developers are .NET converts or prisoners to SharePoint development. They want to know how to develop solutions on SharePoint.
  • Users – This is a rather broad group but in essence it’s people who don’t fit into either of the other two groups. They aren’t responsible for the servers and they don’t know how to develop – or they aren’t being asked to develop in their organization. They’re trying to get something done and SharePoint just happens to be the tool.

I’ve seen groups that cater to only one of these groups and groups like the ones I’ve run that try to deliver content for everyone. We generally do this by managing our content schedule planning to target one group at each meeting meaning we’d cover everyone once a quarter.

There’s no one right or wrong way to do things in terms of targeting the users for your group. However, it’s important to recognize that there are really three groups of users who are sharing one structure.

Challenges with Users Groups

I’ve been supporting communities with user’s groups for more than 25 years. (See my post Running Users Groups for more.) What I’ve seen has been a radical change in how professionals engage. When I started user’s groups existed as an on-ground community when no virtual communities existed. Sure we had AOL and the Internet was present but communities really didn’t exist.

Over the years, virtual communities started to spring up through bulletin boards and these communities began to have some traction. However, very few of these communities took off. Few people got interested enough to create community out of this space.

As a sidebar, the MVP community grew out Microsoft’s forums. The first MVPs were the community leaders that would answer questions in these communities and eventually Microsoft recognized them. While the program has grown and changed since then, it’s genesis were in these early forums.

However, the early forums were so nascent and lacking in their features that most folks who had virtual communities still craved connecting with folks face-to-face. Thus during the first birth of virtual communities’ user’s groups remained a place to create community.

The classic anchor for a user’s group has been the technical presentation (and in many cases the pizza and giveaways). Someone who had done something interesting or had taken the time to develop expertise would stand in front of the group using a projector and would share what they knew. (I still remember when these were overhead projectors and LCD panels that you sat on top of them.)

However, the world has changed. Today the communities which are available to folks are much richer than they ever were. However, I believe one of the stronger challenges to user’s groups isn’t the availability of virtual experiences, it’s the plethora of technical information available to anyone anytime. You simply don’t have to go to a physical users’ group meeting to get technical content.

Virtual Content and Communities

Sites like Slideshare.net make presentation slide decks available. Youtube.com has made getting video recordings of presentations easier too. Microsoft has recorded all of the sessions from most of its conferences and have made them available for free on Channel 9. If you’re looking for raw content the ability for you to get it is substantially different than it was even a few short years ago. Content delivery isn’t enough.

However, with on-ground communities there’s questions and answer sessions that allow you to ask questions about how the presentations apply to you. In the virtual world, there are now free virtual conferences that offer hours of content available along with questions and answer sessions at the end. These interactivity options aren’t the same as being face-to-face with the speaker but they can be nearly as good.

In truth communities like StackOverflow.com have made it easier to pass knowledge along in the community. You can vote up and down answers to get to conversation threads that help focus in on questions and the “best” answer. Google, Bing, and others have made searching for these threads easy and relevant. What you used to have to be present to hear is now recorded and answers prioritized for later rediscovery via search.

The result of all of these changes is that the anchor for the classical users group has eroded. There’s very little differential value to the off-line community from the point of view of content delivery.

Conditions for Closure

When you’re trying to figure out what’s leading to the closure of so many SharePoint user’s groups and the erosion of on-ground communities, you’ve got to look at the factors.

First, let’s look at the infrastructure folks who were told for about three years (2012-2015) that their services were no longer needed. You see Microsoft had a grand plan that everyone was going to go to Office 365 and it was going to be wonderful. By 2013, Microsoft was informed by many of its largest (and therefor important) customers that they would switch from Microsoft technologies before they would move everything to the cloud. The resulted in a softened message of do hybrid then move to cloud only and has settled (at least for the moment) that there will be a SharePoint in the future and Microsoft would love to have you on Office 365 when (and if) you’re ready.

However, the damage was done. Many SharePoint administrators got the message loud and clear that they weren’t wanted any longer and as a result they fled the world of SharePoint administration. Whether they fled at a greater or lesser rate than customers moved to Office 365 is a question but the simple fact is that fewer SharePoint administrators are still in the market. Thus we’re losing one of our audiences for SharePoint users groups but surely we’re doing OK with developers, right?

Well, SharePoint has had four software development models in just four years. We have our classic SharePoint “Full trust” development model. We had the SharePoint Sandbox introduced and then quickly deprecated. Next we had the Apps model which was forced to be renamed to Add-ins after the decision to add the Azure AD Apps model – which obviously only works in the cloud. (But I’m not even counting that one.) Now they’ve released the SharePoint Framework model as a new development model. Four models. Four years.

So there’s a lot to learn. That’s good. The bad news is that it has turned off many developers. They don’t want to keep following the rapid changes in the development models – because each new model comes with its own quirks, bugs, and limitations. Add to that, most of the newer models are models that are designed to leverage core HTML/JavaScript development skills and you realize that the big learning need for SharePoint developers isn’t SharePoint skills it’s HTML/JavaScript development skills.

Another side bar is that I know what the surveys say about developers and their ability to write JavaScript applications, however, I also know why those surveys are yielding results that can’t be trusted at face value. First, the sampling is of developers who are on the Internet – so they’re more likely to be Internet developers. Second, if I’m asked as any sort of web developer if I know JavaScript or I use JavaScript the answer’s going to be yes. Whether it’s two lines of script copied from Stack Overflow or whether I’ve written hundreds and hundreds of lines of code. So while the surveys say that there are lots of JavaScript developers, there are relatively few. I stood on stage at a Microsoft SharePoint Conference and offered to start the JavaScript Haters of America Club (JHAC) and there were many hands in the room raised to volunteer to join and a few who jokingly offered to create clubs in Europe.

It looks like with developers, we’re at strike two. But surely the end users will pull us through.

With the introduction of Office 365 we had a whole new class of user opportunities open up. Small companies who could previously not afford to deploy their own server infrastructure could suddenly implement and use SharePoint. (In fact, Microsoft deprecated its Small Business Server offering pushing users to Office 365 instead.) One would think this would bring a whole new set of users who had never used SharePoint into the fold.

To some extent this is right. However, by and large users didn’t understand the similarities and differences between SharePoint on-premises and Office 365. In fact, in the app launcher it wasn’t even called SharePoint. It was called sites. That means that many of these new users who were on the platform didn’t really understand that they were. It’s hard to search for help for something that you can’t describe. It’s even more difficult to form a community around the nameless technology that you depend on to get your job done – if you’re smart enough to stop sending attachments.

The other issue that has become increasingly frustrating for users is the feature disparity – both positive and negative between SharePoint and Office 365. Users can read something online and realize that it doesn’t apply to them.

Add to these challenges the financial challenges of running a group and it’s not hard to see why so many groups have shut down.

Financial Considerations of a User’s Group

Generally speaking, running a user’s group isn’t that expensive. In truth the expenses are largely providing food and drinks for the attendees. Depending on the size of your group you may spend $100 to a few hundred dollars per meeting on food and drinks. Admittedly the food is most typically pizza but if the goal is the conversations and community the food is just a way to handle a need for folks. (Though I do sometimes joke that all people come for is the free meal.)

However, someone has to pay for the pizza and that means sponsorships. Every user’s group leader I’ve ever known has struggled with this. On the one hand the sponsors typically want to give a presentation or get a few minutes at the meeting for a commercial announcement. It’s a tough line to walk between providing value for the sponsors and pissing off the attendees. For the SharePoint User’s Group of Indiana, we asked our sponsors for very little, mentioned them at every meeting and in every communication and we worked with them for presentations when they made sense. They weren’t guaranteed a slot at one of the meetings but we generally tried to make that happen when it made sense for the attendees.

We were lucky in a sense. The market in Indianapolis is more friendly than larger markets. I could leverage relationships with most of the consulting companies in town who were doing SharePoint consulting and ask them for $500/yr and they would graciously help out. We met at the Microsoft office and it just worked.

In other markets the options were different which necessitated the pursuit of tool and software vendor sponsorship. The problem with this is that they almost always come with an expectation that the software vendor gets to pitch their SharePoint add-on. But a meeting with a vendor session is better than no meeting at all so many leaders accepted it. And to be fair, the vendors were aware of the delicate balance and in all but a very few cases delivered real value to the attendees whether or not they decided to purchase the vendor product.

However, in today’s world the choices are different. A wave of consolidation went through the vendors so there are fewer folks to ask for sponsorship on the vendor side and on the consulting side many organizations stopped promoting their SharePoint practices. A lack of promotion means a lack of funding sources. While they may still be doing some of that work, they’re not investing marketing dollars in it. While we still do a great deal of SharePoint and Office 365 consulting we’re finding ourselves in the minority.

The result, the ability of organizers to attract funding has become harder and therefore represents a greater barrier to those who want to keep the groups open.

The Path Forward

For the leadership of the SharePoint Users Group of Indiana, we officially put the group on hold. We didn’t know where we were going with the group – and still don’t. I’m personally conflicted because I miss the conversations that I had with the local community and at the same time I don’t know how to really get it back.

I realize that the process of content planning in our environment is too challenging. At the same time, the groups that I’ve seen that leave things open to discussion topics doesn’t seem right either. It seems like the format of the one-hour user’s group with technical training is gone. So what’s going to replace it?

We tried for a while in Indianapolis to do half-day workshops. The idea was that this is a type of content that the community needs but can’t get elsewhere. This represented its own challenges not the least of which was getting presenters who would commit to the work to put the workshop together and who had the facilitation skills to do it. On the other side was the attendees who needed to get a half-day away from their jobs to participate. Even when we found the speaker we often struggled to get the right amount of attendance.

There are still SharePoint Saturday events across the world but they’re happening less and less. From some of the organizers that I’ve spoken with finding the funding to do these events has proven more and more challenging over the years. This is as the software vendors have pulled back from these events because they continued to struggle to show the value.

The Weather Forecast

I’ve never been a fan of weather forecasters. Historically accuracy was about even with the odds of a professional baseball player hitting a ball. (Roughly 1:3). However, I find that we’ve all got the desire to know what’s going to happen. What does the future hold? I don’t know. However, I’d like your help. I’ve created a survey that I’d love for you to help by filling out. Once I get enough responses I’ll gather them up and post a follow up to this that explains the results. Can you help find a path forward for our community?

The Survey is at: https://www.surveymonkey.com/r/HR8SP89

The Available Parent: Expert Advice for Raising Successful, Resilient, and Connected Teens and Tweens

Book Review-The Available Parent: Expert Advice for Raising Successful, Resilient, and Connected Teens and Tweens

If you want to get into a real conversation with someone, talk to them about their teenage children. Move past the pleasantries of “they’re fine”. Leap over their accomplishments. Dwell for a bit on how the parent struggles with what their child is doing, what lessons they’re learning, or how their relationship is. I guarantee that this conversation is the most real conversation that a parent will have in a day. I’ve never met a parent that isn’t concerned for their child. (Thank God!) Most of the time as parents we’re wandering in the dark trying to figure out how to not mess our children up too much.

I’m by no means an expert on how to raise teenagers, but a few years ago I got the opportunity to get a crash course on it as I gained six additional children (three of which were teenagers at the time) in one fell swoop. For all seven of my children, I want to be available and appropriately supporting. I want to be what John Duffy calls the “available” parent in his book The Available Parent: Expert Advice for Raising Successful, Resilient, and Connected Teens and Tween.

Defining Availability

What Duffy calls availability, I might call connectedness. In a world where electronics are the king and being connected has more to do with Internet service than relationships, I can see why availability might be a differentiating term. However, for me it’s all about having a connection, a relationship, with your teenager – no matter how hard this can be at times. Thomas Phelan, author of 1-2-3 Magic: Effective Discipline for Children 2-12, wrote a foreword and said, “Staying in touch is the essence of what Dr. Duffy means by availability.”

Friends, Parents, or Both

One of the ongoing debates about parenting is whether you should be friends with your children. Actually, it’s not a debate. Everyone agrees. You have to be a parent. You should be a friend. The questions arise when you have to make the decision between whether to be a friend in the situation or whether to be a parent. (See Who Am I? for different value systems in conflict.)

Duffy gets it right. You have to be a parent first. You have to fulfill your responsibilities to be a parent before you’re a friend. Of course, this is easier said than done when you fear that your child will come to hate you – as you may secretly feel about your own parents.

Handling the Hate

I expect my children will tell me they hate me. I expect that they’ll tell me I’m a bad, awful parent. I do this because it makes it easier when they do tell me these things. Knowing that it’s natural for children to have moments when they don’t like that I’m doing my job as a parent makes it easier when they lash out at me – and I know they will. When I don’t react when they try to explain their hatred for me, I steal the power that was there to disrupt the conversation.

The truth is that we are all frustrated with our parents when they discipline us. The bible says, “Preach the word; be prepared in season and out of season; correct, rebuke and encourage – with great patience and careful instruction” (2 Timothy 4:2) and, “Whoever spares the rod hates their children, but the one who loves their children is careful to discipline them.” (Proverbs 13:24) While some people attempt to take this literally, it’s more of a figurative statement about understanding how to establish boundaries with our children and to instruct them in the ways of right and wrong. Proverbs 22:6 says, “Start children off on the way they should go, and even when they are old they will not turn from it.” Nowhere in this does anyone say the child will like it or love you for it – but they’ll respect you for it, and that’s a good place to start.

What’s My Fear

Too many parents are afraid of what other parents will think. Too many parents believe that their children are a direct reflection on them. If I didn’t raise my child to be a rock star, an all start athlete, or a four-star general then I’m not a good parent and I have to be a good parent – like my parents before me. Without granting innocence, parents do the best they can to raise their children in a sea of influences they can’t control. That is the world isn’t an excuse for how children turn out but it is a factor that parents can’t control. How the children turn out isn’t a statement of their value as parents or as people.

One of the techniques I used with my son when he was younger and he was being disobedient was I forced him to sit on the floor and calm down before we’d proceed. One day he was disobedient in church and I sat him on the floor “right in front of God and everybody.” Many of the parents walking by appeared appalled that I’d make my son sit on the floor at church. However, it was effective. I didn’t have a problem with him being disobedient for long.

Too often parents are wrapped up in their own fears of inadequacy, and those get projected into their relationships with their children, and the result is an ugly distorted version of reality. Some of these fears aren’t fears about the children at all, but are instead fears that they’ll never become what they hoped they would become. It’s the death of their life’s hope. (See more about hope in The Psychology of Hope.)

My Life 2.0

It was a spring morning in a high-rise office building in New York. I was there to help implement an ecommerce system. It was a short engagement designed to get the client through some tough spots. I was sitting in one of the manager’s offices at lunch and he shared with me that his daughter was playing soccer. When I asked him about her interest in soccer, he responded that she was playing soccer. It turns out, he had narrowly missed a soccer scholarship to his prized university and was bitter about it. As a result, he was going to live his life out vicariously through his daughter. He had already decided that she’d love soccer. She’d go to the college that he didn’t get to go to. She was going to be his opportunity to capture the things that he missed. (See Peak for what can happen when parents push their children too hard into something they’re not passionate about.)

Too many parents treat their children like this. Junior is going to accomplish what I didn’t. Susie will be the beauty pageant queen that mom couldn’t be because her family couldn’t afford the dresses. Instead of living their lives, they’re stealing their child’s life from them.

Holding Environments

There’s a single reference in the book to a holding environment. There’s a single reference to a set of words that have great meaning for me. My friend Paul Culmsee wrote about it in The Heretic’s Guide to Best Practices by quoting Ron Heifetz, “A holding environment gives the parties involved a protected space in which they can develop the behaviors necessary to adapt to the specific situation and environment they are in.” A holding environment is a safe space. It’s a safe space to fail. (See Play for the need to be safe to learn.)

This is what we need to do as parents for our adolescent children. We need to create a space which is safe to fail. We need to create a place where it’s ok for us to be disappointed. They need to be able to try and fail. They need to be able to make mistakes, run into parked cars, and learn from them.

Scoop them Up

The way that Terri and I’ve come to discuss how we approach the mistakes that our children make is that we come and scoop them up. We don’t pick them up. We don’t dust them off and ignore what happened. We scoop them up. We lift them up. While there are consequences for falling, they’re not too large, and they never mean that we’re going to abandon them. In fact, if there’s one consistent message that we have is that we’ll always love them – even if we don’t always agree with their choices.

Here, I think there’s a caution. If you completely eliminate the consequences of the action, you risk depriving your child’s ability to learn from the incident. We’re not talking about interfering with the natural consequences of their decisions. Instead we’re talking about how do we demonstrate our love for them while accepting their need to feel the pain of the consequences?

Taking Risks

We need our children to take risks. We need them to stretch. (See Peak for more about peak performers’ need for stretch, and Flow for more about how to get to the highest-performing states you need challenge.) There’s an appropriate concern on Duffy’s part about parents who are “always there for their children” – who don’t allow their children to feel some pain, and therefore they never learn.

Circus performers learn their performances with a net. They know the net is there to catch them. This allows them to take risks and learn new routines. By the same token, they learn not to depend on the net if they don’t have to. Nets can fail. (Just like parents can fail.) They learn that they use the net to learn, but the net may not be there for the actual performance. They need to use the net to learn, not keep the net around forever. It would be ridiculous to see an adult riding around town on their bike with the training wheels still attached.

This is the very real concern about children today – that parents aren’t ever willing to let them scrape their knee by taking risks.

“He Makes Me So Angry”

One of the things that makes me smile a wry little smile is to hear someone say to me, “He makes me so angry!” I shouldn’t smile but I do. I realize that no one has power over another. No one can make me angry. I can choose to be angry in response to their behavior, but they don’t MAKE me be angry. (See Choice Theory for more on the choices that we make.) If we unpack this, in Buddhist thinking, anger is disappointment directed. (I first heard about this through Destructive Emotions.) It’s our choice to be disappointed in someone or something. It’s about the expectation that we’ve created. It’s not about the other person at all.

All too often parents are focused on what the behavior of their teenager is doing to them. While there are certainly situations where the child’s behavior causes direct financial impacts and impacts on your time, however, they shouldn’t be causing your feelings. If your child has this power of controlling the emotions of others, including you, perhaps you should consider signing them up to be one of the X-Men.

Put On Your Own Mask Before Helping Others

During the safety briefing in an airplane, you’ll hear about the oxygen masks and invariably a statement that says, “Put your own mask on before helping others.” This is good practical advice. If you’re spending all your time helping others before putting on your own mask, you may black out before you get your mask on. Caring for teenagers is like this. You have to focus on your own emotional health and how you’re doing before you can help your teenager.

Many parents are focused on helping their child be better without first accepting that they need to work on themselves. Realizing that there are things about your well-being and emotional health that aren’t right is hard. Our ego seeks to defend itself. (See Change or Die for more on The Ego and its Defenses.) It’s hard to admit that we’re not perfect. It’s hard to admit that we’ve got flaws and bruises and hurts. However, we all do have them. We’re all imperfect.

It’s all too easy to get wrapped up in the problems of our children. It’s too easy to see the ways in which they can improve. It’s too easy to see their problems and not see our own. That’s a mistake. Not that you should give them a free pass because you have your own issues, but that you should acknowledge and accept your part in any of the communications problems that you’re having with them and work on it. Admittedly, your part in communications problems with teenagers may be small, but if you look hard enough you can typically find some.

Emotional Bank Account

In your bank account, you typically try to deposit more money than you withdraw. This leaves you some reserve – and it keeps the banks happier. However, somehow we don’t think about our relationships in the same way. We don’t consider that we need to put in positive investments to be able to extract withdrawals.

The kinds of things that represent deposits vary by person (as Gary Chapman’s book The 5 Love Languages points out). Deposits are things which create positive affinity. It’s the kind of interactions that John Gottman recognizes are essential to intimate relationships, as he discusses in The Science of Trust. These deposits create a balance that you can draw from during tough times.

When you criticize, condemn, or complain, you’re making a withdrawal. You’re making yourself feel better at the expense of the person that you’re speaking with. That isn’t to say that every difficult conversation has to be a negative. You can go through Crucial Conversations (as they are called by Patterson and Grenny) with a greater admiration and respect, but that takes skill.

What Kind of Example

Paul Tough, in How Children Succeed, highlights the powerful influence that emotional intelligence and delayed gratification create for children, and how their success is substantially better predicted by these factors than by their intelligence quotient. Duffy agrees that these are key factors in the development of a child. The interesting question is how you teach these skills. The answer, it seems, may be observation. Children – even adolescents – learn substantially more from their parents than they sometimes let on. They learn their values from our values.

They’re also quick to point out where we’re being inconsistent in what we’re doing from one moment to the next, or how our words and our actions don’t appear to match up to them. (Sometimes our actions do – and sometimes they don’t – match our words.) The best way that we can teach our children is to model the behaviors that we want to see from them.

If we want our children to be available to us, perhaps we have to model to them how to be The Available Parent first.

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