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The Success Principles

Book Review-The Success Principles

I started reading The Success Principles because it was the book that CJ McClanahan was going to do next in his book club. While that idea got redirected, I finished reading the book – several months after I started. Part of that is because the book is long. It’s not quite 500 pages. Where most business books weigh in around 200 pages. So there was more content here than in two average business books. Another reason is there are 64 chapters. I have a habit of reading a chapter at a time from a few books at the same time. So with short easy to read chapters this book ended up taking longer.

No matter how long it takes to get through the real question is was the information impactful. In a word, Yes. However, you know I’m not going to leave it at just one word.

Establishing Context

Before diving into the content of the book it’s important to understand Jack Canfield. Jack is best known for his co-creation of the Chicken Soup for the Soul series of books. These books have been a consistent encouragement for over 20 years to millions of people. As a result Jack has direct experience in being successful. Along the way he exposes that success is the result of your responses to events – and perhaps a bit of luck.

The other context that you need to understand about The Success Principles is that the book is over 10 years old having been first published in 2005. It’s not going to be about the newest fad or phase. It’s designed around timeless principles rather than the psychology of the moment. It is in fact, much like the Chicken Soup for the Soul series, a collection of best practices which may have been seen in other places before. That doesn’t make them less valuable – in fact it makes them more valuable. The Success Principles is frequently referring to other books and experts for more on a principle being revealed.

Talk and Action

Do you have friends or acquaintances who routinely complain about their circumstances to you? Do they feel underappreciated at their job or slighted by their family – and they’re telling you? It’s unlikely that you’ll be able to do anything about any of the situations that they’re talking about. However, they inflict their pain on you because complaining feels better than doing the hard work of addressing the problem whether that problem is in them or in the other person. Their ego (See Change or Die for my discussion of The Ego and Its Defenses) won’t allow them to see that there are things they need to work on like setting boundaries (See Boundaries and Beyond Boundaries for more on boundary setting.) While you can have sympathy for these folks, the fact is that until they’re able to address the barriers in their life – the barriers that they have the power to remove, they’ll likely be stuck complaining about the same things to the same people who can’t help them.

Every book on success has a component of its message which is action. This shouldn’t be surprising because it takes action to change the circumstances in which you live. However, sometimes there are recommendations to wait until you know where you’re going to go. There are sometimes four easy steps to figuring out your mission in life. Once you have that figured out then you can start to take action. I was recently reminded that I often say that I have no idea what door God is going to open for me but in the meantime I’m going to be putting on my running shoes. That means taking actions that lead me to the success that I want. Not that I don’t feel abundantly blessed – however, I also feel like there is more I’m supposed to do for humanity. So I take action to better myself and my environment every day.

The key to changing your life for the better isn’t in thinking about a better life. It’s not a dream that you can grab ahold of and suddenly reach. It’s a thing that you have to strive for.

Delegation

There are some things you just have to do for yourself. I recently reorganized the garage and mini-barn at the house. The unfortunate reality of this is that I couldn’t delegate this to anyone else. I needed to make the decisions about what to keep and what could go away. I needed to organize things in a way that made sense to me. It simply wasn’t something that I could delegate. Jim Rohn said “You can’t hire someone else to do your push-ups for you.” So this is a time consuming thing that I had to do.

Conversely there are still many things that I do that I should delegate and don’t. That’s one reason why I bought a stoplight for my office. Yes, a real, full sized stoplight. The goal was to help me to remember the rules for delegation. The reality is there are a large list of things that I can do. I can clean the office. I can mow my yard. I can go to the post office. These are the yellow lights. For me the things that I can do aren’t necessarily the things that I should do. The things I should do are a green light. These are things like reading books and writing blogs. They are the things that require me and not someone else. Finally there are the things that I should not do. Not that I can’t just that I shouldn’t. For instance, I shouldn’t do plumbing. I learned how to sweat copper for a little project – but just because I can doesn’t mean I should go replace a water heater. There are things that are better left to experts and I need to know when to hire those out.

Finding Your Mission in Life

One of the greatest aspirations of people is to determine their mission in life. The goal is to figure out what they should do with the time that they’re given. However, at the same time this is also one of the most elusive things. We hear of people going through mid-life crises knowing that they didn’t accomplish what they wanted to accomplish and realizing they need to make a change. So they buy a sports car or decide to run a marathon or make other changes in their life that they believe will move them closer to their mission. However, these changes are superficial and often don’t lead to the kind of lasting joy that people want.

Canfield says that joy is your inner guidance system. It’s the thing that leads you to knowing where your mission lies. If you’re working on things that bring you joy whether you’re monetarily successful or not doesn’t matter. What does matter is that you’re joyful.

While it’s easier to reach a goal when you know what it is, if you’re like me sometimes the hardest part is figuring out what the goal should be.

Belief in Your Dreams

There’s a careful balance to be struck between entitlement – the belief that you’re due something – and availability – that if you work towards the goal you’ll achieve it. We live in a world where millennials have been conditioned to believe that they deserve things. Their parents wanted to make sure that their children weren’t being overlooked. Whether it was equal playtime in the junior soccer league, getting the lead part in the church play, or even just getting the biggest slice of the pie at the party. As a result we’ve created a group of people that as a whole believe that they’re entitled to a better life. I’m appalled to hear stories where parents are going to interviews with their children – their college graduated children applying for professional positions.

On the other hand there are far too many of us who are being held back by limiting beliefs that we’re not worthy or that we don’t deserve success and happiness. We believe that success can only come to those people who have something that we don’t. Carol Dweck in her book Mindset makes the point eloquently that we aren’t a fixed point that we can change, adapt, and grow. Sometimes it’s not that we believe that we’re not good enough but instead we believe that we don’t have the right circumstances. Perhaps you weren’t born to a rich family. Perhaps you didn’t go to college. However, these barriers aren’t real. We’re taking generalizations like more education equates to more compensation. We’re forgetting that buried into any statistic are the outliers. (See Malcom Gladwell’s book called Outliers for how to become an outlier.)

The fact of the matter is that 20% of America’s millionaires never set foot in college and nearly 10% of the Americans listed as billionaires didn’t get their college diploma. If you’re thinking that you can’t be successful without a college degree – there are some folks who would beg to differ. In fact roughly 75% of the folks that make their fortunes are entrepreneurs. Only 10% of the wealthy are executives – which is the way that we typically think of the wealthy. The entrepreneurs are united by a belief that they can do something. Their battle cry is “Let’s try.”

If you feel like you can’t then someone in your life has taught you self-limiting beliefs that have to go. The fact of the matter is that you’re never really stuck unless you give into those limiting beliefs. The only losers are those who don’t get back up on the horse.

Consider for a moment that 80% of lottery winners file bankruptcy within 5 years. That’s crazy. Their success wasn’t limited by money as we’ve been taught to believe. Their success had to be tied to something else. Perhaps it’s the way they view money or perhaps it’s their self-control. Whatever it is, it’s clear that their problem wasn’t a lack of money.

Converting Dreams to Reality with Persistence

If you can hold onto your dreams and never let go then you’ll eventually achieve them. Whatever you call it grit (in the language of How Children Succeed), Stockdale Paradox (in the language of Good to Great), perseverance (in the language of Seeing What Others Don’t) or simply persistence (in the language used by Emotional Intelligence) the fundamental point is the same. That is, that there’s a power in just being persistent. Persistence created the Grand Canyon. Water didn’t carve the canyon in a day. The Golden Gate Bridge was initially conceived in 1916 and didn’t finally open until 1937. The Sagrada Família started construction in 1882 and it’s estimated that the construction will be completed in 2028.

Persistence pays off. Consider that 44% of all sales people quit trying after the first call and 94% of sales people quit by the fourth call but 60% of all sales are made after the fourth call. So 94% of all of sales people aren’t eligible for 60% of the sales because they’re unwilling to invest in getting the four rejections they need to earn the right for the remaining 60% of the business.

Not every endeavor or every dream requires the level of persistence as some of the above examples but anything worth doing – anything that will be truly rewarding – requires a level of persistence to make it happen.

The Truth and Small Changes

The truth is that the difference between wildly successful and relative mediocrity is very small. Consider that in baseball the difference between great players (> .300 batting average) and the mediocre (> .250 batting average) is just one hit in twenty. The truth is that the differences that put someone at the top of their game and the rest of us are just a few small things. (See Three Plays in Launch!)

However, despite the relatively small changes necessary to achieve great success most people are afraid of the truth. They don’t want to know that they slouch when they speak or that they slur certain words. They don’t want the negative feedback. Their ego doesn’t want to be harmed (See Change or Die for more on the ego and its defenses).

The problem is that the truth is the truth whether you’re aware of it or not. Babies don’t suddenly float because they’re not aware of the law of gravity. The truth doesn’t hurt us less because we don’t know it. We just don’t understand its effects. (See Thinking in Systems for more on not understanding how a system operates.)

One of the challenges with finding the truth is understanding what the truth is. The problem is that we don’t get the truth. We simply get perceptions and feedback. I once was speaking in LA about abstraction and wrapping classes and I made the offhand remark that I had to be careful about talking about rapping on stage because I might get shot. At the time there were a lot of rappers getting shot. One of the pieces of feedback that I received (and I’m not making this up) was that I was a racist. It was that one comment that they believed made me a racist. The interesting thing about this is that one could say I was stereotyping rappers – guilty as charged – but saying that I was a racist didn’t make any sense.

The point of this story is that people only have their perceptions and can only provide their feedback. It’s up to us to find the truth – sometimes the hard truth – in what is being said. Jack Canfield quotes Jack Rosenblum as saying “If one person tells you you’re a horse, they’re crazy. If three people tell you you’re a horse, there’s a conspiracy afoot. If ten people tell you you’re a horse, it’s time to buy a saddle.” The point is that you’re going to have to ask for a lot of feedback to find the truth – whether it’s that you’re a horse or not.

Asking for feedback is an act in humility. (For more on humility see Humilitas.) It’s placing yourself in a stance that is willing to learn. Sometimes this is called a palms up stance. It’s a willingness to learn from what is around you like the Jesuits did. (See Heroic Leadership.) To act in a way that allows you to be that open requires a great deal of inner strength to be able to accept the feedback. For me that’s a stable core – knowing who I am and what I stand for. I talk about this in my post The Inner Game of Dialogue and how the martial arts core of centering is key to being able to accept the feedback of others.

Core Genius

What is it that you do better than anyone else in the world? If you can’t answer that then perhaps you can answer what can you do better than anyone else in your world? Or perhaps what do you feel like you’re the most naturally gifted or talented at? If you’re like me the question is still rather hard, however, I’m developing some answers.

I decided to purchase the Strengths Finder 2.0 book and take the Clifton Strengths Finder assessment. I scored top three talents in Learning, Futuristic, and Strategic. These talents lead me to not have one thing that I’m good at – one core genius. Instead, as a learner, future focused person (See The Time Paradox for parallels), and strategic thinker I tend to learn lots of things – sometimes well and sometimes less well.

For me, there are many things that I can do which are powerful. From my point of view the adaptability and deep reservoir of things I’ve learned over the years are my core genius. However, that’s like saying that your core genius is the next thing that you encounter – it’s not very fulfilling from the “find an answer” point of view.

If you’ve got a better, more focused answer, the question is how much of your time do you spend doing that thing – and how much time do you spend doing “everything else.” Even without focus I’m careful to consider those things I can, shouldn’t and should do. The things I should do are those things where they match key skills that I’ve developed or will energize me. The rest of the things that I do I need to try to delegate. It’s estimated that entrepreneurs spend only 30% of their time in their core genius. Can you imagine what it would be like if we could spend 70% on our core genius? Perhaps you would find your own Success Principles.

Gartner

Reflections on the Gartner Catalyst Conference

Most of the time when I go to a conference I see the same faces. When you’re speaking inside of a technology you get used to the same faces. You’re seeing the same speakers and in some cases attendees over-and-over again. You get to expect how the conference organizers run the conference. However, when you’re given an opportunity to speak at a conference you don’t normally attend, it’s a whole new ball game.

The Opportunity

I’m quite honored to have been asked to share my story – or rather the story of my clients with the Gartner Catalyst attendees. The number of outside speakers at the conference can be counted on your hands. (Or at least your hands and toes) So it’s a special honor to be invited. If you’re an attendee of the conference the presentation I gave – Five Lessons from Less-Than-Successful Intranets – is available from the conference site. (If not send us a message and we’ll get you a copy of the slides.)

It’s great to even get the opportunity to experience the event because there are things that they do that are so radically different than other events that I was instantly impressed

The Experience – Wireless

I’ve come to expect that wireless won’t work at the conference or at the hotel. I expect that I’m going to have to use the hotspot on my cell phone to get any kind of connectivity. After my recent trip to Northern California where I had no cellular service I was a bit concerned. However, I couldn’t have been more pleased with how well the WiFi worked at Catalyst.

The Internet connection on the conference wireless was AMAZING. I wasn’t streaming movies or downloading Windows 10, however, it was rock solid connecting me and I always had connectivity. It was slow at times – but never awful and always better than expectation. I saw more access points and signal repeaters than I’ve ever seen – including at the larger conferences like Microsoft Ignite. In short, wireless was a 10 out of 10 for me.

The Experience – Meals and Refreshments

I take my caffeine in a cold suspension fluid – Diet Coke – and not coffee (a hot caffeine suspension fluid). As a result, I sometimes am challenged to find the caffeine that I need to stay awake in sessions. However, I was pleasantly surprised to see both Coke and Pepsi products out occasionally. Not that I didn’t have to hunt it down occasionally but it was an acceptable balance.

Meals were great. I’m a hot-food kind of guy. For whatever reason I don’t like cold breakfasts or lunches. As a result it was great to see meals that were hot and included protein. (I hate speaking right after the attendees have a carbohydrate laden lunch and are in a coma.)

The Experience – Signage

Despite having activities spread across four floors of the hotel, the signage was great. Digital signage (i.e. TVs) had the next session in each room and there was ample traditional signage helping to route people where they need to go.

The Experience -Schedule

So on the one hand the mobile event application and web site were great. You could schedule what you wanted and you had a personal event calendar that worked very well. On the other side, the variable length sessions – short sessions – and quick turnover times were frustrating.

If you wanted to have an in-depth discussion at a round table you would necessarily be walking into a presentation late because the round-tables were longer than the assigned speaking slots. So that could be frustrating to me as I tried to experience the small group time and the larger sessions.

Most conferences I attend or speak at have 60 minute or 75 minute sessions but at Catalyst the sessions were 35-45 minutes in length. It’s OK if you want to have a surface understanding but it prevents you from drilling into details. So as a result I would frequently feel like the speakers didn’t really dive into a topic. Of course they would refer to the papers they had written but as someone who isn’t a Gartner client that’s of little use – and it doesn’t allow you to hear the passion behind some statements in the documents.

The Experience – Other Speakers

The speakers were very experienced in their topics as you would expect. They knew the space, the content, and the questions. As a result, the materials were — generally speaking well prepared.

One of the obvious things to me – and admittedly an unfair comparison – is that they’re not professional or semi-professional speakers. The modulation of their voices was somewhere between monotone and how professional speakers speak. As a result some of the sessions felt dry. That’s a shame because there’s so much great knowledge that they were trying to convey.

The Experience – Connecting

For me, connecting with attendees is why I come. I want to be able to talk with them and figure out what they’re interested in and what they’re fighting with. There were table topics for breakfast and lunch which is helpful but I wish there were a better way to manage the connectivity.

There was also a peer connect setup that people could use but I found that it wasn’t being used very effectively – despite some rather direct marketing to the attendees. I don’t know what the solution is – but I can say that I would have loved to have found a better answer to connecting.

My Speaking

When I speak I expect that I’m going to have to figure things out myself. I’ve done lighting, audio, video, etc., for so long that it’s not something I worry about but in my room was an audio technician, a video technician, and a speaker assistant. So despite the quick 10 minute turnover time we made it work. I still think it’s too short but it worked out.

I found that the audience had become used to a presentation style that was dry and non-responsive. Some of the jokes that almost always go off were failing. While I did get some level of interaction, it’s not the level of interactivity that I generally strive for.

In Summary

It was a great event for me as I got to experience another kind of conference event. I’m hoping that I’ll have the opportunity to be invited back to another conference soon.

Launch!

Book Review-Launch!: The Critical 90 Days from Idea to Market

Over the years I’ve launched a few products. Rarely have I moved from idea to implementation in less than 90 days. I tend to allow things to find their own flow. The Shepherd’s Guide initially took over 6 months to get done. In publishing terms that’s not so bad. In terms of the way that Scott Duffy thinks about product launches it’s quite slow. In the new phase of business growth we’re expecting to start to generate more products and launch them in a more rapid timeframe and that’s why when my friend Heather Newman suggested that I read Launch!, I decided I needed to pick it up and see what I could do to launch products faster.

The Role of Perseverance

Despite the title and the hype, there’s equally as much coverage in Launch! about persevering as there is about being quick to market. There are plenty of stories about people who managed to “hang in there” through some truly tough times. One particularly compelling quote is “Most entrepreneurs don’t realize how close they are to breaking through just before they decide to quit.” Jim Collins in Good to Great talks about what he calls the Stockdale Paradox “You must maintain unwavering faith that you can and will prevail in the end, regardless of the difficulties, AND at the same time have the discipline to confront the most brutal facts of your current reality, whatever they might be.” In other words, you’ve got to be willing to change your course when you know you’re going to run aground but be willing to hold your course to try to find the new world.

Over the years I’ve considered whether I should continue Thor Projects. I’ve wondered if it’s what I should be doing. Financially the organization has always done fine. However, there have been many times when I’ve wondered if we were accomplishing our mission. There was a long time when I didn’t even know what the mission was.

On the SharePoint Shepherd side, I can tell you that the first year of the Shepherd’s Guide sales were interesting but not at all impressive. They weren’t even enough to do a second book. However, that all changed when I got a chance to run an email marketing campaign. In one day I got the same number of inquiries that I had received in the entire preceding year. Now the Shepherd’s Guide is a big part of the organization. I won’t retire off of its income but it certainly helps. I don’t know what would have happened if I had pulled the plug on it.

At the same time, I created a set of SharePoint training DVDs which haven’t sold enough to recover the investment in them. They still may but as of right now my assumption is that they won’t and as a result I’m not investing more time and energy in the idea of DVD sales. Could it be that this is the next great revenue stream that I’ve untapped? It’s possible but I doubt it. It’s an idea that I had to pull the plug on – and decide not to persevere so that I could move on to trying something else. (Here’s a hint. There are cool things coming from www.Kin2Kid.com )

However, I’ve not given up on the Video Studio or the belief that video is a powerful way to educate. I continue to make investments to improve it and make it better. I’ve started developing training for a number of sites including Pluralsight and Lynda.com. I had to realize the distribution vehicle and purchasing model were wrong with selling DVDs but fundamentally the idea that video content is a good thing hasn’t been abandoned.

Close Cousin Practice

The close cousin of perseverance is practice. I mentioned in my review of Primal Leadership about Walt Disney’s failures and how he learned something from it. How he did something small and used it as practice for the next bigger, grander project that he wanted to do. Sometimes perseverance is about more than just surviving. Sometimes it’s about learning, adjusting and adapting. There’s a hidden expectancy that we have if we’re working on something. We expect that we have to succeed or we’re a failure. We personalize the event into who we are instead of treating it for what it is, just something to try again.

I believe strongly that allowing yourself room to practice without the need to accept guilt or shame about not being successful is core to being successful in the long term. (See Daring Greatly for more about the impact of guilt and shame.) Malcom Gladwell speaks about the impact of practice in Outliers. He speaks about the number of hours of practice that experts get – intentional practice which leads to greatness. Howard Gartner expresses the same thing in Extraordinary Minds – how the great minds that he studied were deliberate with their practice.

It’s much easier to be persistent when you believe that you’re just practicing. You’re not ready for ultimate success yet. You’re not waiting on it. You’re just learning and developing yourself to become a better person and to become ready for ultimate success. (See Carol Dweck’s book Mindset for how you can change you and your skills.)

Long Term View

A student approaches a monk at a respected monastery and asks him how long he must study to become a master. The monk responds “ten years”. The student responds “That is too long. I have to be done in five.” The monk responds “In that case it will take 20 years.” Launch! describes the best short cut as a long term view. That is that you’re successful when you’re willing to take a point of view that you want to build skills over the long term.

We’ve all heard the parable of the tortoise and the hare where the tortoise wins because of his steady progress towards the finish line. I mentioned James MacDonald in my review of Seeing David in the Stone. James once mentioned that many people want his success but they don’t want the hard work that it took to reach his success. That’s the long term view. He did work that wasn’t glamorous or even profitable to build his skills and fulfill his purpose. The short term view is I want it now. The long term view is the view of building to success.

I mentioned in my review of The Time Paradox that my view is decidedly long. I am always looking for the answer which is the best long term answer. That’s a core part of how I’m wired – and a way that Launch! recommends that you view things.

Perfectionism

Barry Swartz in the Paradox of Choice talks about Maximizers and Satisficers. Maximizers have to have the best and the perfect. The cost for this is being perpetually late and more importantly perpetually unhappy. They’re focused on the trivial and meaningless and as a result they end up getting nothing done and frustrating themselves. So on the one hand we should take a long term view. We should look at each thing we do as both practice and a stepping stone for the next great thing that we’re going to do. On the other hand we need to make a decision about when enough is enough.

With the Shepherd’s Guide we have this struggle. We can always keep adding in new tasks. We can tweak the existing content. We can make it better. However, if we continue to do this we’ll never ship it. We’ll never make any revenue and as a result we’ll not be able to continue business.

The trick as Swartz discusses is that we all have a bit of the maximizer and a bit of the satisficer in us. We need to make sure that the areas of our lives that we’re being maximizers in is the right part. The part that ultimately will lead us to fulfillment and will support us in the way that we want to be supported. We need to choose when to choose.

Not Important

Part of the key to managing perfectionism (or being a maximizer) is in targeting it into the areas that matter. Duffy recalls a conversation with the CEO of an organization that was doing well but there was chipped paint and torn carpet in their offices. When asked the CEO responded that it wasn’t important – and in truth it wasn’t important. It didn’t stop people from getting their job done and done well.

Tom Peters in his classic book In Search of Excellence discusses some of the things that drive entrepreneurs to create products that are compelling. Whether its Frank Perdue talking about the three feathers that are hard to get rid of when removing the feathers from a chicken or an obsession with clean washrooms driving attendance at a baseball stadium. There is an attention to detail and a frustration with the status quo that is the life blood of some successful entrepreneurs. Truett Cathy – the creator of Chick-Fil-A – has a passion for helping people. That passion created a restaurant that people wanted to be a part of and that ultimately created Chick-Fil-A.

In my book review of Demand, I spoke of Hassle maps and how some small hassles have a disproportionate impact on success. There are some small things that get in the way of success. Whether it’s a web site that is easy to use or a phone number that people can remember, there are little barriers that can be removed to reveal powerful results.

Three Plays

One of the aspects of The Titleless Leader that I missed in my review was a comment that most effective leaders aren’t well rounded. They’re acutely aware of their talents and use them to their advantage. This is based on Gallup’s research and findings that leaders who tried to be effective in every domain often become the least effective leaders.

Bruce Lee said “I fear not the man who has practiced 10,000 kicks once, but I fear the man who has practices one kick 10,000 times”. Football talent scout Stephen Austin says that the difference between the average and the best players in the world is just three plays. “Three moments when the superstar does something just a little different than everyone else.” We don’t have to conquer the world. We don’t have to become the best at everything we do. We only need to get a little different at three plays to become superstars in our fields.

A word of caution, however, we can’t suck at anything either. We’ve got to be able to adapt and play the position that we’re in not one that we would like to be in. So while we only need to be great at three plays – we have to be able to at least execute every play in the playbook.

Blurry Vision

Scott Duffy chides the CEOs he meets for not having a vision as to where their company will be in three years. I struggle with this not just because I don’t have a clear vision of where my businesses will be in three years but because of my awareness that we’re pulled along by market forces that necessarily drift us from where we started. Bob Pozen admits in Extreme Productivity that despite his drive and his belief that he knew where he was headed, he often ended up in a different spot because of life and market forces. In my experience this is the most accurate view.

The successful business folks I know admit that their success was due to a good deal of hard work and preparation – but also a great deal of luck. I was speaking with a friend the other day about retirement when he admitted that he was a structured saver creating a retirement program that was respectable but the real change in his life was an opportunity to buy a company being divested from a larger organization. His plans changed because of changes that were far outside of his control – and at the time of his desire.

So while Scott Duffy in Launch! believes every CEO should have a firm vision of where the organization should go, I believe that every CEO should have a clear understanding of the direction they want to go – their compass. I believe that having a clear vision requires a clear map and I don’t think that anyone who is exploring new territories in business can possibly have a clear map. Even if they did at the pace in which our world works I can’t imagine that the map would be useful for very long.

Money and Exiting

It’s fitting that Launch! ends with a section on financing and how to exit the business once it’s successful. However, for me neither topic is particularly interesting. I believe in self-funding as much as possible. I’m also years away from any desire to walk away from the business. As a result I’m not really able to fully process what is said here. However, there is coverage for those who need it.

All-in-All, Launch! can help you motivate yourself to make your product launches happen faster… at least it appears that it can. You can watch me launch new products – or you can read the book and try for yourself.

doggy

What is SharePoint is the Wrong Question!

If you do SharePoint for a living you’ve learned to dread the question that follows telling someone what you do. Pretty universally, that question is “What is SharePoint?” If it’s your full-time job – or even a part of your job – you feel that you should be able to answer that question in 30 seconds or less. However, it’s not that simple. It’s not that simple because what SharePoint is doesn’t tell the person what SharePoint is to them.

I can – and do – describe SharePoint as a web-based platform for building communication and collaboration solutions. In doing so, I might as well be speaking in a foreign language. It doesn’t make any more sense to you than it would for me to try to explain email to Thomas Edison. He’s a smart guy – but he’s not likely to understand what solutions email enables in people’s lives in the context of his world.

Analogies

Analogies are the lens through which we learn something new. We look at how SharePoint is like and is not like what we already have, so that it can be made to make sense. To that end, I’d like to share two analogies and compare them. The first, prefabricated houses, helps to convey the speed at which we can build solutions to problems in SharePoint and the second, the building blocks analogy, helps to demonstrate the flexibility that we have to leverage components.

Prefabricated Houses

If you buy a prefabricated house, you know, for the most part, what you’re going to get. The basic plans are set. The walls are shipped in on a truck. They were made at a factory miles away. When the parts get on site they’re connected together and, rather rapidly, you end up with a house.

The benefits of a prefabricated house are that it’s generally cheaper and the quality is generally better because of the benefits of having good control and consistency in a factory. They also improve the time-to-completion. However, there’s generally less flexibility in the overall design, and relatively fewer ways to customize the home at a structural level.

SharePoint is built on the web, via templates, and provides a relatively consistent experience. Oversimplifying for a moment, everything in SharePoint is a list, library, or a web part. (I’m purposefully ignoring Microsoft’s newer names now for simplicity.) A web part is a way to visualize information or do something on a page. A list contains items and a library contains folders and files. The beauty of SharePoint is that it’s a set of predefined and tested components that can be put together. This makes it quick to set up and relatively low in cost.

Like a prefabricated house, there are some things in SharePoint which are set. You’re going to have SharePoint sites and they will contain various lists, libraries, and pages. The pages will have content and web parts. These are the basic building blocks. You get to control the final look and feel – like you would in a prefabricated home – but the structure is relatively fixed.

Out of the box, SharePoint has templates for search centers, team (collaboration) sites, and more. These are “ready to use” immediately after taking SharePoint “out of the box.” Like the prefabricated house, SharePoint can be available to use rather rapidly because of these predefined and tested components.

Building Blocks

I love Lego® building blocks. They’re great fun, plus I’ve had the pleasure to speak with some folks from their corporate offices over the years and I’m simply impressed. The beauty of Lego building blocks is that you can do almost anything with them. You can make houses, castles, cars, and hundreds of other things. These items are all based on a relatively small number of different kinds of building blocks. The magic of the Lego system isn’t the blocks themselves, but rather how they’re put together.

Some of the Lego kits are set up so that you have a single set of instructions about how to create the object on the box. Others are set up so that you can build several different objects with the same kit. These ship with the three or four sets of instructions necessary to build the different objects described in the kit. However, you don’t have to make what’s on the box. You can make anything you desire out of the blocks that you have.

SharePoint is similar in that you can build the kinds of things that are on the box. There are a set of instructions (templates) which can be used to quickly create pre-designed solutions. However, you don’t HAVE to make what’s on the box.

Of course, you can buy other Lego kits and get some of the less-common blocks that might not have come with your kit. You can do similar things by buying web parts or solutions specifically for SharePoint. You simply add to your starter kit with the new things that you want. Because you can buy from other kits – and in the case of SharePoint, create your own compatible blocks, what you can achieve is relatively limitless.

Comparing Analogies

I use this pair of analogies because it is the simplest way I know to answer the great challenge of describing SharePoint. On the one hand, you get utility, practically out of the box. You get quick templates for common needs and can get up and running quickly. On the other side of the fence, you get a platform for building solutions – with some assembly required. Both are true of SharePoint.

I should say that Microsoft has called the new development model Apps – then renamed them to Add-Ins. They have App Parts which are like web parts except using the new development model. Lists and libraries that you’ve added to your sites are now called Apps too in a move that I’m convinced was designed to just confuse people. Despite the musical name game SharePoint is built on sites, pages, lists and libraries, and web parts – no matter what we choose to call them.

It’s not about SharePoint

But this isn’t a blog post about how difficult it is to describe SharePoint. It’s a calling to ask a different question. Instead of “What is SharePoint?” the question should be, “Why do I care about SharePoint?”

Here the question changes because the important point isn’t what SharePoint is – but rather it’s about what SharePoint can do for the organization – and that’s why you care about SharePoint in an organization. It’s not the fancy features. It’s not about the extensibility. It’s about what you can do to build real business solutions that are impactful.

So what can you do with SharePoint? The answer is almost anything. Whether you should or not may be a different story but you can create all sorts of solutions with SharePoint. It can solve problems as diverse as project management to customer relationship management to document and records management.

In this is the key – I care about SharePoint in so much as I can use it to create solutions. To create solutions I have to have a framework for understanding it – and I need the ability to understand how to use it.

Killer Web Content

Book Review-Killer Web Content: Make the Sale, Deliver the Service, Build the Brand

Writing content is easy. Well at least it is for me. I learned how to become a production writer while I was working full-time at a consulting company before I restarted my company. I was responsible for 50 articles a year for a newsletter for TechRepublic.com (one a week). At the same time I was still writing for Developer.com and other publications. I was working full time and cranking out articles at the rate of over 75 per year. It was a crazy time and like a few other times in my life, sleep wasn’t easy to come by in large quantities. However, I learned how to make sure I was writing – and writing reasonable quality stuff – every day. So when it came to needing to rebuild my web sites I thought writing content would be the easy part. I mean how hard could it be?

Well, it doesn’t have to be hard – unless you’re super picky like I am and you want Killer Web Content. I want the kind of web content that helps people find me when they’re searching. I want to connect with them when they’re reading and I want to engage them as they’re investigating. While some of those skills are skills that are core writing skills, some of the skills are things unique to the web – in particular helping people find you when they search is a critically important topic and one that’s often overlooked.

Snakeoil and Search Engine Optimization

One of the things that’s been frustrating to me for years is how little people really understand search engine optimization. Too many people sell expensive packages to help people put keywords and descriptions metatags in their content and they tell them that it will make searching all better. It’s like we’re back before the Food and Drug Administration (FDA) and the need to be able to backup claims that you’re making about what the product does. It is snake oil sales men telling us they can cure everything including cancer.

The reality is much different. First, Google was born out of a very simple idea. That is the most interesting research is the research that has been cited the greatest number of times. It’s positively simple. So in Google search (and other engines now), the more inbound links your content gets the more likely it is to be what people are looking for when the word they search for is on your site. Because people are trying to game the system there are all sorts of caveats and modeling and sophistication, however, at its core this is the truth about search engine optimization. The more quality inbound links you get, the better your search ranking.

Sure words that appear in the title are weighted more heavily. If you use words repeatedly it has more weight than it only appearing once. Keywords and description metatags are somewhat helpful for some search engines. However, there’s one small twist to this story and that is that the customer must be searching for the words that you use. Here is where the magic happens.

Imprecision Language

Whether you’re someone who reads and writes English, Spanish, French, German, or Mandarin Chinese our words are imprecise. No two people understand words exactly the same way. They’re all flavored, colored, tinted, and skewed by our experiences. If you’ve ever had to try to name a baby and heard “I don’t like that name. I knew someone with that name and I didn’t like them.” You’ll know how things as simple as names have different connotations to different people.

In my information architecture presentations I speak about how you can have synonyms – two different words that mean essentially the same thing. You can have homonyms – two words that sound the same but are spelled differently. You can also have words that are the same but have different meanings. For instance, consider nursing. This is a profession. It is also something that mammals do. If you’re searching for one you don’t generally want to find the other.

The point of all of this is that the search technology that has made our lives so much better is based on a rocky foundation. It’s based on the words we use not necessarily the ideas that we have in our heads. So as we look for search to be “magical” we have to realize that search is only as good as the words that we use – and the words that our customers use to find us.

Search Words

Since search engines work by matching, we want our content to match the words that users are searching for. Do they search for car, vehicle, auto, or automobile? Well, as it turns out they happen to search for car more than automobile. But how would you know that?

The good news is that you can figure out what users are searching for by leveraging Google Trends and Google Adwords keyword planner. Google trends allows you to see how a set of words have been searched for over time. It’s great for seeing how a term is becoming more – or less popular. For instance, you can see how knowledge management is getting searched for less and less over time.

Google Adwords, the way that you purchase search engine listings, has a tool called keyword planner that allows you to see how many searches a given set of words get in a month. Using this tool – or some of the third parties that process similar information for you – you can find which words people are searching for. Whether or not they’re looking for what you have to offer or whether they’ll buy from you or not may be questionable – but it’s possible to find out what people are searching for.

I’m not proposing that you buy Adwords. I’m proposing that you use the tools to determine what words your customers are searching for.

Carewords

Killer Web Content talks about carewords – that is words that your customers care about. While you won’t find it in the dictionary it’s an incredibly powerful idea. The tricky part is figuring out what the carewords are for your audience. This is left as an exercise for the reader. This process really comes in two flavors. First, there’s the process of finding the words that they’re searching for. That’s what we just discussed. The second exercise is what words they’re looking for as they’re reading your content. These may be – but don’t have to be the same words.

Sometimes the words that lead someone to your site are not the same words that will lead them to a decision to buy. Consider my situation. The factors that lead people to find my site are some variation of speaking and leadership. (I’m intentionally not being as specific as I could about the exact words they use.) Once they’re on my site, they’ll want to see things like I’m an engaging speaker and that I’m credible through testimonials and credentials including awards and years in business. They want to see enough to build interest in me as a speaker. However, one of the key factors that they’ll need to know is that I’m approachable. They might call this “down to earth” or “real” but they want to know that they can get to me and get me to come to their event.

So the words that got someone to the site (speaking or leadership) aren’t the same words they need when they’re investigating (interest and credibility builders). Those aren’t the same words that they’ll be looking for when they’re ready to reach out to me. All of these are their carewords. They’re all words that my customers will read for, scan for, and seek out. I just have to know exactly what they are so I can incorporate them into my writing.

Information Scent

In my Information Architecture talks I speak of information scent. This is outgrowth of optimal foraging which was put forth in the 1970s. Basically this says that animals seek to do their foraging in an optimal way and they leverage their sense of scent to help them find the best way. Information scent is the extension of this idea that people look for something in the content which leads them to believe that they’re on the right path. That information scent is whether they are able to scan and see the carewords they expected.

One of the things that we often see on the information architecture side is pogosticking. That is people go to search and hop in and out of the various results. This indicates that the information scent isn’t right. They’re getting to pages but these pages are apparently not what they’re looking for. Thus the information scent in the description or summary of the search result isn’t enough to help them decide that they don’t want to view the contents.

Driving Action

Of course all of the information scent in the world isn’t enough if at the end of the day you can’t drive action. No matter what the web site is the goal should be to drive some action in your world. Whether it’s furthering a cause or furthering a sale your content should be moving a prospect forward to something. While some may object to saying that a church or civic organization’s content should drive action, I counter with don’t you want them to join you in your civic or religious mission? Every web site’s goal should be to further the cause.

The problem with driving action is that it’s notoriously hard to do. We’re living in a world of information overload (See The Information Diet and The Paradox of Choice.) We’re overwhelmed and so even the tiniest barrier causes us to not want to act. The book Demand spoke of hassle maps and how small barriers can prevent action. Even small changes can create large changes in outcomes. Helping people feel comfortable, helping them believe that you understand them and are the kind of person they want to work with can change the results you get.

Tacit Knowledge

In knowledge management circles there’s a debate. It’s between the father – Polyani – who says that “you know more than you can tell” and the son – Nonaka – who says that “tacit knowledge is unarticulated knowledge awaiting transfer.” In other words one says that it’s not possible to capture every bit of knowledge from someone. There is no magic brain sucking device. The other believes that given time and effort you can get everything out of someone. While I appreciate the rather hopeful view, I can’t believe it. In part because of Gary Klein’s work.

Gary Klein discovered this idea of recognition primed decisions (RPD) that are based on our experiences and that we build mental models to simulate events. (See Sources of Power.) In his work he struggled for years to get fire commanders to explain how they made decisions and only after great pain realized that they made decisions by creating a mental model of the situation. The mental model they made was informed by their experiences. As a result looking from the outside in their decisions made no sense. After all, how could someone know how a fire was going to behave before it did?

It’s this problem that’s at the root of why carewords aren’t necessarily the words that people will tell you are important. We have beliefs about our beliefs. In other words, we want to believe we’re compassionate, rational people – even though we know deep down that we’re not. Whether you believe that our brains are lying to themselves (See Thinking, Fast and Slow) or not, we don’t know how to articulate everything that we’re looking for.

This is why the process of finding the carewords – and the process of writing killer web content is so challenging. You can’t write good content until you know the right words – and finding the right words is difficult. However, if you’re willing to find the right words then you can create your own Killer Web Content.

die face

Article: Six Things Every Developer Should Know to Stay Current

Our technology world is spinning faster, and sometimes trying to figure out what you need to do to stay relevant to employers and to continue to enjoy being a developer is difficult. It seems like every day there’s a new release of a language, library, or technology that you need to know to be at the top of your game. With that in mind, here are six things that you can do to stay current.

1. Protect Your Passion

You became a developer for a reason. You’re good because you love it—or at least you did at one time. If you want to be a great developer, you have to maintain or regain your passion for the craft. This can mean developing a game in Unity “just because.” It can mean developing an Internet controlled toaster with a Raspberry Pi II.

The point isn’t what you do to have fun with your development again—the point is to have fun. The best developers are those who’ve got a passion for their craft. If you’ve got it, keep it. If you’ve lost it, find it.

Read More…

shoe

Five Photography Basics Every Wedding Photographer Should Know

I’m not a professional wedding photographer. I don’t ever want to be one. However, I’ve been to a few weddings and I love photography. Along the way I’ve learned a few things that are important when you put the two together. Unfortunately, these are things that many wedding photographers seem to forget to have been taught – or consider.

I should first say that wedding photographers are well paid because it’s demanding work. You’ve got to react quickly to capture one of the most important moments in a couple’s life. People are angry when you’re not perfect and they’re frustrated when you ask them for what you need – if it doesn’t fit their plan. So there’s a reason why this isn’t a career I want.

1. Keeping Everyone in Focus is Always First

With today’s high-end digital cameras almost no one shoots on film anymore. Most weddings are shot on Digital SLRs that have a very broad range of sensitivity and a hyper fast shutter speed. They’re capable of stopping the action even in relatively moderate light. However, most photographers are still shooting like they’re shooting film – or like they just don’t understand. Our ultimate goal is to get enough light to the sensor and we have three tools to do this. First, we can change the sensitivity of the sensor. This is typically called the ISO setting but that’s a bit of a misnomer because that was a sensitivity standard for film. The second tool we have is the shutter speed. The longer the shutter is open the more light hits the sensor. This is a great tool except much beyond 1/200th of a second and we have to consider the possibility of blur because of either the camera or the subject moving. The final tool we have is aperture. This is how wide the lens is opened up internally to allow light to pass.

In today’s automatic world where cameras self-adapt to get the right exposure to create the shot, why do we care? In short, because it will lead to better pictures. In wedding situations we’re not focused on action shots so shutter speed isn’t our primary concern. Our primary concern is what is called depth of field. Depth of field is the range of distance from the camera which can be in focus. If we focus on the front of a group of people, will the people in the back row be in focus or not? While it may seem silly the same blurring effect we can use to our advantage to make things pop off the page can make a family seem slightly out of focus. Take a look at this shot which has a very shallow depth of field and thus the background is unintelligible.

In this case the background is a lighthouse and the aperture that the image was shot at was f5.6. So here’s the tricky set of double inversions that most people struggle to follow. First, the lower the number the lower the depth of field. In other words, the less that will be in focus. However, this is because the aperture is very wide at low f-stop numbers. That means there’s a lot of light coming in the camera. If you raise the f-stop that you take an image at you’re increasing the depth of field and reducing the amount of light coming into the camera.

So what does this have to do with weddings again? Well, in short, most wedding photographers are shooting with wide-open apertures. That’s generally OK when it’s just a shot of the bride and the groom – but what happens when you’re moving to a candle lighting ceremony or the wide shots of the entire family that are often stacked two or three – or four rows deep? In short, the people in the front (typically the bride and groom who are calling the shots) and the people in the back (typically the mom and dad who are paying the bill) are just slightly out of focus. So what can be a stellar shot that becomes the anchor for a wall is ruined for lack of depth of field.

You can’t see the fact that people are out of focus on the back of the camera – it’s just too small to see unless you’re going to really zoom in – which no one has time to do. You just have to know that with large groups you have to sacrifice some light to get to a larger depth of field to keep people in focus.

2. White Balance Matters

When we were shooting on film we knew how the film would react every time. There are films that were slightly more sensitive to reds and therefore were good for shooting portraits when you wanted to make people seem more friendly and real. There were other films that shot more neutrally so you could shoot product shots where accurate color reproduction mattered. In our world we’re digital and the sensors have their own biases which the camera manufacturers have worked hard to eliminate. Most of the time this works to our advantage. However, sometimes the adjustments that our eyes and brain make naturally begin to work against us.

If you’re sitting under fluorescent lighting the chances are that your light has a slightly bluish tint to it. That means that when you look at a white object it has slightly more blue than it should have and we should see it as blue – but we don’t. Why don’t we? Well, that’s our eyes and brain working together. We see something as white because we know it should be white. It’s white in our mind because that’s the way it is – not because that’s the way we’re seeing it. (Talk about a scary case of where our perceptions don’t match reality.) Camera manufacturers know this trick that our eyes and brain play and they try to make the camera automatically figure out what white should be in the situation and adjust. The problem is that it’s rarely exactly right and sometimes it can be seriously off. If you’re taking pictures against cream painted walls does the camera treat the walls as white – or the bride’s dress? It’s best not to take the chance. Set the camera’s white balance by shooting a gray or white card. By locking white balance you’ll get accurate whites – and blacks. Here’s a seagull where the gull’s white is really white. It helped that it was a gray day and I could white balance off the water.

You can correct for poor white balance later if the camera makes reasonable guesses but hand color correcting every image is painstaking and grueling work that it would be better to save if possible. I’d much rather be able to hand off my pictures without special work than to spend more time editing than I spent shooting the wedding.

3. Less Is Not More – More is More

I’ve been surprised lately with wedding photographers that aren’t clicking away nearly every second during getting ready, the ceremony, and the reception. When you were shooting medium format cameras and film and developing cost more than $1 per shot, you had to be very careful about what you were shooting. However, those days are long gone. We have effectively zero cost for clicking the shutter another time. We don’t even have to print something if it doesn’t come out. We can delete it on the camera or on the computer without wasting anything. Despite the economics of this changing, many photographers haven’t become shutter happy yet.

You can’t get shots like the above if you’re not willing to just take shots to see what you get. This is one shot out of probably 20 that I took of that bird flying that day. This one stood out because of the way he fit in the frame and the fact that his face was visible.

4. You Need Crowd Control

So perhaps this tip is more applicable to wedding planners than photographers, however, it’s my experience that many weddings don’t have dedicated wedding planners. There is already so much money being spent that the idea of a wedding planner seems like a luxury that they can’t afford. As a result there are large numbers of largely uninformed and under informed people trying to make it through an emotionally trying day. This is a recipe for disaster. The photographer should be willing to be assertive enough to say how things need to happen – when it’s appropriate. My ex-wife used to be a photographer’s assistant and one of the things that I can remember is that one of the other photographers – whom she didn’t work with often – was known to get the biggest orders and therefore checks. He described in a rather matter-of-fact way that wedding photography was all about crowd control. While his language may be crude, fundamentally he’s got a point.

I was in Germany working but had a day to walk around and get to understand the local culture. I came across a plaza with a bunch of pigeons. Obviously there wasn’t anyone directing the crowd of pigeons that had gathered – because they were being fed. I was horrified to see a woman with her small child feeding the birds. They were so close that I was afraid the child was going to be overrun. They weren’t thank goodness, but I would have felt better if the father had been there to limit the number of birds that were gathering around the mother and daughter.

5. Flashes Only Get You So Far

OK, this one is probably for every photographer not just wedding photographers. Have you ever gone to a sports arena or concert and you can watch the flashes going off in the audience? It’s like little sparks of lightning going off all around the venue. The sad part is that none of those flashes were even remotely effective. One important thing to understand is that light “falls off” or decreases in intensity over distance squared. That is twice as much distance requires four times as much power. Yes, there’s the issue of the dispersion angle – or how wide the light is focused – but the key issue is sheer distance. Flashes just aren’t designed to work over distances measured in hundreds of feet. They’re designed to work within a much more narrow range. Though some flashes are useful to 50 feet – very few are. Far too often I see photographers place their flashes more than 20 feet away from the subject and then use an umbrella or something to diffuse the flash (so it doesn’t look so harsh.) The result is that the flashes aren’t even effective at filling in the faces of the people – which is generally what they’re being used for.

As a quick sidebar, the issue with diffusion is less about passing light through a fabric or bouncing it off of a reflective surface. It’s mostly about making the apparent size of the flash larger relative to the subject. Flashes tend to pack a large amount of light into a small package. By reflecting it off of an umbrella the effective size becomes the size of the umbrella.

So where should the flashes be placed? The answer is simple – just outside of the field of view of the camera. The closer they are to the subjects the more effective light they’ll add to the picture.

In Summary

I’m sure that there are other skills that a professional wedding photographer needs – but these are the top five mistakes I see.

Being Mortal

Book Review-Being Mortal: Medicine and What Matters in the End

I read Atul Gawande’s last book The Checklist Manifesto and was impressed at the coverage of the importance of checklists in medicine – which had primarily proven their effectiveness in aerospace applications. I was expecting from Being Mortal was a similar treatise on another technique that could be brought to healthcare. I was, however, surprised to read a soulful account of how his family aged and the challenges faced when you have parents that are reaching an age where they’re no longer able to care for themselves.

The Role of Medicine

Medicine fights a losing battle every day. We all know we’re going to die and yet our health care system sets out to fight that very central reality of our existence. While we can ultimately improve the quality of life for many and can forestall the inevitable – we can’t cheat death. Death will win the battle every time. This central reality is at the heart of the struggle. If we know that death is the ultimate victor how long and how hard should we struggle against the inevitable.

I’m no fan of death as I mentioned in my review of On Death and Dying. However, having had several dogs over the years, I’ve had the unenviable task of yielding to it for my friends several times. Each time I knew that I could no longer maintain their quality of life. I knew that the right answer was to help end their suffering. Doing this with a dog is one thing. Doing this for a human is quite another. While few places allow for human suicide, the “right to die” is something that deserves its own consideration. However, this is the end of the story, where the end is obvious. What do you do prior to this point to preserve what matters in life?

What Matters in Life

Over the years I’ve written a few times about the things that seem to matter – things that seem to elevate people from their position. Change or Die notably spoke about the need for relationships and community and how that provided a buffer to life’s challenges. Bowling Alone spoke about the malaise that we face as a society as we become less connected with others through social clubs – including bowling. How Children Succeed talks about the long term impact of relationships and feeling safe.

A funny thing happens when you’re forced to confront your mortality either through a near death experience or because of old age. Your focus, your attention, and your priorities become clearer. When you don’t know when your last day will be you try to do only the things that matter most. As it turns out for the most part what matters most is connecting with the people in your life with which you’ve forged deep relationships. Family and close friends are key when your days are near.

However, we’re working our way back from the very end of life. What matters “long after the threat of living is gone” as the John Melloncamp song asks? The answer may be that being needed is a part of the answer. It became apparent after some experimental living situations in care facilities that assigning a relatively trivial responsibility to elderly patients such as caring for a plant or an animal improved their lifespan – and their happiness.

What is Happiness?

Happiness is another recurring theme that comes up in our reading. Stumbling on Happiness and The Happiness Hypothesis both clearly seek to illuminate the path to happiness. However, Happiness is woven into the very fabric of our being ever since the framers of the declaration of independence said “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the pursuit of Happiness” we’ve been seeking out happiness – despite being a relatively new concept when it was first written. There are books like Hardwiring Happiness that seek to teach us how to be happy. With all of the talk of happiness one might conclude that we know what makes us happy.

Unfortunately, we struggle to figure out happiness. Even our wants are fickle. We believe that we should only have certain wants. Thus we have desires about our desires. Despite this as already stated the need for connection is key. We’ve also shared that having responsibilities matter. However, of central concern to Being Mortal are the related topics of freedom and autonomy. We all want to live our lives autonomously. We don’t want to depend on others for transportation or our basic needs.

One of the challenges with the traditional “nursing home” model for warehousing the elderly is that it removes a great deal of freedom and autonomy – more than the limitations placed on the elderly by age itself. Residents are told when to wake and when to sleep. They’re fed meals when it is time to be fed. In truth they retain very little of their freedom – if any at all. If happiness depends even a little on the freedom which so many aged persons seem to agree – then nursing homes must be a miserable place.

A Nice Cage, but a Cage None the Less

Some nursing homes are nice. They have pretty atriums and nice lobbies. Their community rooms are spacious and well decorated. However, the truth is that the residents are not free. As mentioned above, they’re told when to do things and where they can go. If they’re not trapped inside of their own bodies, they’re effectively isolated from society in their nursing home world. Gawande cites several potential residents who say that it’s just not home. It doesn’t have the right feel. So what would it look like to feel like home?

There’s No Place like Community

The short answer is that the best substitute for home is a small community of people who live together. The attempts have been done with less than 20 community members with some supporting staff. This arrangement seems to reduce anxiety and stress and lead to happier more connected lives. Community members build the relationships that allow them to care for one another – if not physically at least emotionally. These pods seem to work because there’s someone to share your life with.

While these communities are less common – they’re growing in popularity as fewer people want to be warehoused during their final years and are choosing instead to retain as much of their quality of life as possible.

Quality not Quantity

Ultimately it’s the quality of our lives that is the most important. It’s the ability to live a life worth living. That’s why alternatives to nursing homes are interesting – and the reason why hospice care turns medicine on its ear. Typical medicine makes small sacrifices today for the hope of a better life later. For instance, a surgery to replace a joint introduces pain and risk today for the hope of having more mobility with a replacement joint. However, hospice care sacrifices length of life (quantity) for quality. It’s more important that people be allowed to live with dignity and to be with the people that care for them than for their lives to be artificially extended.

Hard Questions, Important Answers

Ultimately for all of us that will face a loved one who is nearing death we need to know what the person’s wishes are. We need to know what they are and are not willing to put up with. Are they interested in resuscitation? Do they want feeding? What are the things in their life that are so important that life without them isn’t acceptable? These are hard questions for sure. It’s hard to accept that there may be a point where the loss of a loved one is the most human thing to allow. Two thirds of patients admitted they’d have a procedure that they didn’t want if their family wanted it. How do we turn this on its ear so that the family does what the patient wants instead?

Gawande doesn’t have answers to every hard question, but there’s certainly wisdom in the conversation about Being Mortal.

SharePoint Wordpress

Migrating from SharePoint to WordPress

It was April 2008 when I last switched platforms for my web site and blog. I had previously been using SubVersion – that’s the platform the blog was on when it started in June of 2005. I moved to the Community Kit for SharePoint: Enhanced Blog Edition. It was based on SharePoint 2007 and allowed for a few more features than the out of the box blogging framework for SharePoint. It was enough to help me make the switch. Back then I had a few hundred posts. Migrating this time from SharePoint to WordPress, I had 724 blog posts to migrate. I thought I’d share some of my experiences and collect up some tools for others who are making the leap.

Leaving SharePoint for Blogging

While I still do a large amount of SharePoint and Office 365 work, I felt like the time had come to take a different approach to my public web site. While I could do my SharePoint public sites easily, it wasn’t easy for others to work with and given my need to delegate more and get others involved, I had to face the facts that this meant that I needed to find platforms that were easier for others to manage.

Microsoft has been sending a clear message that public web sites aren’t the focus for SharePoint or Office 365 for a while. So it’s really natural that I started looking for other options.

What I found was that WordPress turned out to be inexpensive, well known, and had a thriving community of people who are adding on to the platform. That made it a natural place for me to move my web sites to.

One of the unexpected benefits that I received from the move is that some of the manual work that I was doing to promote my blog posts on social media (Twitter and LinkedIn mainly) is now being handled automatically by the platform. It’s great to get workload off my plate – and the plate of my assistants. I’ve also got the ability to schedule my posts. I typically am working a few weeks to a month in advance of when a blog actually posts. This is just to help everyone get a predictable stream of content but allow me to deal with the ebbs and flows of life. For instance, I actually went live with WordPress on July 25th but it will be more than a month before this blog post makes it to the blog.

Migrating the Blog

The “big rock” for the migration was the blog content. There were so many posts with comments. I needed a tool to programmatically copy the content. Luckily René Hézser created a tool to migrate the posts. His post about the tool is here: http://www.hezser.de/blog/2014/10/01/migrate-sharepoint-blog-to-wordpress/ As I began to test it I found a few defects. Problems when items in the posts weren’t found. There wasn’t anything that was particularly problematic but there were enough issues that I needed to produce an updated version with some fixes in it which I’ve sent back to René. In truth the tool was great. I ended up doing several migrations during testing and I know there are a few issues with the migrated content but his work definitely took some of my workload off.

With the content migrated it was important to make sure that the URLs didn’t change too much. Internal to the blog I caused the tool to change the cross-linked URLs so they’re all solved. However, external parties won’t know to drop the .aspx on the end of the links. So I’ve got a URL rewriter in place that tries to address any outside links that link directly to the old URLs. The beauty of this is that if I miss one the plug in I’m using (Redirection) also records 404 errors so I can look at what people are having trouble finding and add in specific redirections for it. René recommended a redirection for paths which I’m not doing. I set my permalink URL to mirror the way EBE created URLs. So that meant I could just strip the .aspx with the redirection tool. It’s matching RegEx for (.+).aspx and replacing them with $1… This works out great.

Thinking about Themes

One of the most interesting challenges with getting WordPress setup was figuring out what theme to use. In SharePoint land a Theme is relatively lightweight. It has colors, fonts, and in some iterations images. It’s more akin to a paint job on a car. Themes in the WordPress space are much more powerful. They’re really more like Site Definitions with custom page structures (master pages) and add-ins. Initially I was recommended the Thesis theme (See DIYthemes). However, after some struggling I ended up with the Enfold theme (See Themeforest)– why? I wanted to do a home page which had a different layout than a vertical one and Thesis didn’t allow for that (at least not easily). Both themes allowed me to change some colors and add header images. I will say that Enfold has some quirks. Getting my header to act like a banner under the menu required a CSS hack – not a problem, it just seemed like a normal thing that should have been something I could do through the menus.

Plugins for Perfection

While most of what I did on SharePoint was built in, WordPress is a blogging engine turned web site engine. As a result it has a different set of features than SharePoint which meant that I needed to add some of the functionality that I needed. What did I end up installing? Here’s the list.

  • Akismet – A anti-comment spam service. It’s a great tool that plugs in to block spam comments.
  • All-in-One Event Calendar by Time.ly – A calendar service that allows me to host my public events calendar and provide views on the home page.
  • All-in-One Event Calendar Extended Views – A set of views that plug into the calendar to allow me to have a poster board sort of “listing” of events.
  • Default featured image – Having migrated a lot of content most of my content didn’t have default images. The result is I wanted something to allow me to set a reasonable default image.
  • Gravity Forms – A forms management tool. We did this so I could get my books and articles listings up on the site. It’s odd but this was the way to enter and manage the data.
  • GravityView – This is a listing tool that allows you see the data put in by Gravity Forms – so this powers the books and articles listings.
  • Jetpack – This is a set of tools provided by WordPress.com. It allows you to do things like look at stats, related posts, etc.
  • Redirection – As mentioned above this does redirects for me and tracks when we get a page not found.
  • RS Feedburner – This pushes folks to my Feedburner RSS instead of the on-site RSS. I wanted the consistency of reporting via Feedburner.
  • Yoast SEO – This is an add-in tool that helps you get the search engine optimization on your pages that you want.

In general, the process of finding the plug ins was painful – not because of the “store” but rather because there are so many plugins that are available and they do similar things. Finding the right plug-in was harder than I anticipated. For instance, I started with another calendar plug-in and swapped it out when I realized it wouldn’t do what I needed.

Skills Required

Last night my wife and I were working on something which needed a holder to hold some half-sized sheets of paper. I rather quickly grabbed some cardstock that I had and started cutting it down, folding, and gluing to create a pocket that we could use to hold the sheets. I take for granted that there are things that I’ve learned how to do over the years and resources that I’ve got that not everyone has.

However, the skills needed to put the WordPress site together were largely selecting the right tools and basic HTML skills. I needed to understand HTML markup and CSS so that I could figure out some minor things with the Theme I wanted to fix. I’m sure that I’ve got more fine tuning to do but I can say that I never had to open a single PHP file and make a change to get things to work. For me that is a big bonus. While I can absolutely learn PHP if necessary, the idea that I didn’t have to was quite appealing.

Learnings

While I may not have had to crack PHP, I did have some learning to do. I had to translate some of my SharePoint language into similar WordPress concepts. I also had to learn new concepts like Short Codes which amount to replacing a string with the results of some code. It’s really cool but it also means that I don’t think about adding web parts to pages, I add short codes. Unlike web parts that have a user interface for showing you their options you have to rely on documentation for how short codes work – and sometimes that documentation is lacking.

I also had to get used to a different set of defaults. At one point I got a complete set of unwanted widgets on the side of the blog posts – because I hadn’t specified any explicitly. The problem is that one of them was the Archive widget that allows you to navigate to posts from a specific month but with 10 years of posts that one widget created a huge amount of vertical scrolling.

Summary

It’s been a good transition thus far. I’m looking forward to less friction to getting my content updates posted and for better integration with social tools. So what do you think about the move?

Slide:ology

Book Review-Slide:ology

I mentioned in my review of Presentation Zen that I was looking for some input on how to structure my slides so that I could best leverage them in the studio. One of the other books I reached into for inspiration was Slide:ology. I had seen Nancy Duarte speak at the Pluralsight Author Summit and was intrigued by her views on presentations and storytelling. She comes from a design background and as a result the way that she lays out her slides and her books is different than someone like me who has grown up with technology and content production. I’ll fill the page. She’ll empty it. Neither is right but it does create for me some interesting contrast.

Having an Individual Conversation with a Thousand People at Once

The best speakers have a gift. That gift is the ability to have a thousand individual conversations at one time. It’s sort of like how Mona Lisa’s eyes seem to follow you as you walk around the room. It’s not literally true, of course. It is, however, something to see. Where you’re so enthralled with the presentation that the rest of the audience fades into the dark and you feel that you’re the only one that the presenter is talking to.

This is the power of the platform. It’s the ability for a speaker – with the right talent – to engage everyone all at once. When we’re designing our slides we need to design them with this point of view in mind. We’re not speaking to an audience of a thousand. We’re speaking with an audience of one – well, lots of audiences of one.

I don’t mean this from the perspective that you don’t have to pay attention to the slides. Actually, quite the opposite. You have to focus the content on the slides so that people aren’t distracted. You don’t want one of the members of the audience going down a rabbit trail that the rest don’t go on. You’ll need everyone on the same page. They’ll all need to understand where you are if they’re going to follow you as you hop from one topic to another.

The Meaning of the Data

I was recently at a conference where a presenter decided to deliver a massive amount of data during his keynote. There were reams and reams of slides that talked about the changes in the industry and what might happen. What struck me – in addition to the fact that he wasn’t a very good presenter – was that the audience couldn’t make sense of what they were being shown.

If you’ve ever looked at survey data it is mind numbingly boring to look at question after question of answers trying to find some unexpected result. The same thing happens with audiences when you show them reams of data. They can’t make sense of it so they shut down and stop trying. You see what people want isn’t data. Sure you need the raw data but they want to know what the data means.

One view is that you’re tasked with walking up a standard knowledge management path and say that you’re transforming data into information, knowledge or wisdom. Another view is simply that you’re sharing your insights. As the presenter you’re showing what the data means. Take a look at this slide of mine on employee tenure:

I should say that this isn’t the best slide that I’ve ever done. However, it illustrates how to pull up the meaning. The context is this is all of the employee tenure data that the US Bureau of Labor Statistics had. It breaks tenure by age group. The tracking of the data didn’t mean much so I added trend lines to show whether the trends were up or down. Then for the two key age groups (55-64 and 45-54) I added arrows to their lines and a call out box that explained the values for the two key lines. For this slide I wanted the audience to realize that for the largest groups we had a downward trend for tenure – which means they’re retiring earlier. This slide fits into a deck on knowledge management and is part of the support for the need for knowledge management.

Here I showed the data and then added layers of meaning to it. That’s what we’re being implored to do – to add meaning to the data we deliver.

Elegance at the Essence of Design

We’ve all seen – or probably created – hacky solutions that work but they’re not the most elegant. Whether it’s stacking some papers under the projector to get it to line up or using a paper clip to eject a DVD from a computer, the solutions undeniably work but they don’t have the intentionality that we recognize in design. Good design finds elegant answers to the problems that it faces. Elegant answers seem to fit naturally and waste nothing. I vividly remember a conversation about how you would mechanically flip a soda can so that its opening was moved from the bottom (so it wouldn’t collect objects) to the top. In my head I could see these robots individually picking up cans and turning them over. What I couldn’t see is a railing system that flipped the cans over not unlike how a roller coaster rolls passengers over. It’s simple, efficient, and elegant.

Elegance is about having nothing wasted. Lean manufacturing strives for the lack of waste through continual refinement and removal of anything that doesn’t add value to the customer. However, this reductive process isn’t the same as creating elegance. There are seams between the different areas of consideration while doing the reduction.

Visual Consistency

Emerson said that “Foolish consistency is the hobgoblin of little minds.” However, we crave consistency. We look for patterns and we use those patterns to simplify the world around us. The simple fact of the matter is that our world is way too complicated and rich for our brains to process. We have to simplify our world through the recognition of patterns to take it all in. When we break consistency we force our students to process all of the visual elements individually instead of being able to process them as a unit.

A baby, for instance, when shown a set of dots moving in formation will diligently follow the dots around as they move. If one of the dots suddenly darts off in another direction the baby won’t follow it but instead will be confused. The baby – and adults – start processing the dots as a unit all moving together and when one dot breaks that pattern their approach to processing is interrupted. We do this grouping all the time with flocks of birds and anything that moves as a group. Even as adults when something breaks this pattern we’re confused.

This is why visual consistency – creating a repeatable pattern that can be followed – is so important. It allows us to reduce our cognitive load and process things more efficiently. So when you add an effect – a reflection, a 3D skew or rotation, you’re committing yourself to doing this for all of your graphics. While this is something that you can do – in larger presentations it can generate a large amount of work.

Experience

One tip – not necessarily from Slide:ology – is that the more you envelop yourself into the process of trying to understand design the more you’ll be able to inherently recognize good design when you see it. Perhaps Slide:ology can be that first step.

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