Real World Leadership

Leadership One Day at a Time

Category: Organizational Change

  • AI Strategy: Developing a Technology Roadmap Aligned with Business Needs

    AI Strategy: Developing a Technology Roadmap Aligned with Business Needs

    In the orchestration of modern business, artificial intelligence and advanced analytics strike thrilling chords. They are no longer just fascinating novelties but indispensable instruments in the orchestra of strategic excellence. Yet, many organizations grapple with a dissonance: their tech endeavors often play solo, detached from the harmonious flow of overarching business goals.

    This misalignment leads to predictable outcomes: expensive AI projects that fail to deliver meaningful ROI, data science teams building impressive models that never reach production, and frustration from business leaders who don’t see the promised transformation.

    Below is a structured outline of an approach to developing an AI, analytics, and technology roadmap that truly aligns with your organization’s strategic priorities and financial realities.

    Understanding Your Business Foundations

    Before diving into technology decisions, it’s essential to establish a comprehensive understanding of what your business is trying to accomplish. Similar to how a conductor needs to grasp the essence of a symphony before leading an orchestra, understanding your company’s strategic goals is crucial. Only then can the AI and technology initiatives harmonize perfectly with the business’s ambitions.

    Start with strategy: Revisit your organization’s strategic plan, annual reports, and leadership communications. What are the 3-5 key objectives driving the business forward? Are you focused on cost reduction, market expansion, customer experience enhancement, preparing your company for sale, or operational excellence? Your AI roadmap should directly support these priorities.

    Map existing challenges: Where are the current pain points across your organization? Often, the most valuable AI applications address specific, well-defined problems rather than implementing technology for its own sake. Speak with frontline employees who understand operational challenges intimately. Be sure to look at cross department challenges not just challenges focused on individual departments or silos.

    Stakeholder interviews: Conduct structured interviews with leaders across departments, not just in IT. Ask questions like:
    • “What metrics are you accountable for improving?”
    • “Where do you spend most of your time?”
    • “What decisions would be easier with better information?”
    • “What would meaningfully change your ability to meet objectives?”
    • “What are cross department processes or value streams that your company would like to improve?”

    Define financial success: Work with finance teams to understand how technology investments will be evaluated. Establish clear metrics that resonate with business leaders—whether that’s revenue growth, cost reduction, improved margins, enhanced customer lifetime value, or reduced churn.

    Assess Current Technological Capabilities

    With a clear understanding of business needs, the next step is to honestly evaluate your organization’s technological readiness.

    Data infrastructure audit: Many AI failures stem from fundamental data issues. Assess your data architecture, storage solutions, integration capabilities, and data governance practices. Is your data accessible, accurate, complete, and timely? Without quality data foundations, advanced AI applications will struggle.

    Technology maturity assessment: Different AI approaches require different levels of technological sophistication. Be honest about where your organization stands on the maturity curve—from basic reporting to advanced machine learning. This will help set realistic expectations about what’s immediately achievable versus what needs foundational investment.

    Skills inventory: Catalog the data and technical skills currently available in your organization. Look beyond official job titles to identify hidden talents and potential champions. Where are the gaps between your current capabilities and what you’ll need to execute your strategy?

    Workflow analysis: Document how decisions are currently made across key business processes. Where do employees spend their time? Which processes still rely on manual intervention or tribal knowledge? These areas often represent prime opportunities for AI-driven automation or augmentation.

    Opportunity Identification and Prioritization

    With business needs and technological capabilities assessed, you can now identify specific AI opportunities worth pursuing.

    Opportunity framework: Develop a consistent framework for evaluating potential projects. Include considerations like:
    • Strategic alignment with business priorities
    • Potential financial impact (both revenue and cost)
    • Technical feasibility with current capabilities
    • Data requirements and availability
    • Organizational readiness and change management needs
    • Timeline to value realization

    Impact vs. effort matrix: Plot identified opportunities on a simple 2×2 matrix. The horizontal axis represents implementation difficulty, while the vertical axis represents potential business impact. This visualization helps identify “quick wins” (high impact, low effort) that can build momentum, as well as transformational projects that may require more significant investment.

    Project portfolio mix: Create a balanced portfolio of initiatives that includes:
    • Quick wins (3-6 months) to demonstrate value
    • Medium-term projects (6-12 months) building on initial successes
    • Strategic, transformational initiatives (12+ months) that may redefine business capabilities

    Value chain prioritization: When considering where to apply AI, prioritize core value chain activities over support functions. Improvements in product development, operations, or customer experience typically yield higher returns than back-office optimizations.

    Developing the Roadmap

    With prioritized opportunities in hand, it’s time to structure them into a coherent roadmap that accounts for dependencies and resource constraints.

    Phased implementation: Break larger initiatives into smaller, achievable phases with clear milestones. This approach allows for course correction and helps manage risk. For each phase, define specific deliverables and success criteria.

    Resource allocation: Be realistic about available resources—both human and financial. Avoid the common trap of trying to pursue too many initiatives simultaneously, which typically results in nothing being done well. Sequence projects to maximize resource utilization.

    Flexibility by design: Technology evolves rapidly, as do business priorities. Build flexibility into your roadmap by establishing regular review points (quarterly is often appropriate) where initiatives can be reprioritized based on changing conditions.

    Governance structure: Establish clear accountability for roadmap execution. Consider creating a cross-functional steering committee that includes both business and technology leaders to guide implementation and resolve conflicts as they arise.

    Driving Adoption and Managing Change

    Even the most technically sophisticated AI solutions fail without proper adoption. Your roadmap should explicitly address the human elements of implementation.

    Cross-functional teams: For each major initiative, create teams that include both technical experts and business domain specialists. This collaboration ensures solutions address real needs and helps build organizational buy-in.

    Skills development: Identify training needs across the organization—not just for technical teams. Business users will need education on how to effectively leverage new capabilities, while leaders may need guidance on data-driven decision-making.

    Success metrics: Establish clear KPIs for each initiative that relate directly to business outcomes. Avoid vanity metrics that don’t translate to business value (like model accuracy in isolation). Instead, focus on metrics that matter to stakeholders (like reduced processing time or improved customer satisfaction).

    Feedback mechanisms: Create structured processes for gathering user feedback throughout implementation. Use this input to refine solutions and address pain points quickly. Early adopters can become powerful advocates if their input is visibly incorporated.

    Financial Considerations

    AI investments need to demonstrate value to maintain organizational support. Your roadmap should include clear financial frameworks.

    Business case development: For major initiatives, develop comprehensive business cases that consider both quantitative benefits (cost savings, revenue increases) and qualitative improvements (better decisions, enhanced customer experience). Be conservative in your estimates to build credibility.

    ROI model adaptation: Traditional ROI models often struggle with AI initiatives where benefits may be probabilistic or emerge over time. Work with finance teams to develop appropriate evaluation frameworks that account for the unique characteristics of AI investments.

    Funding strategy: Consider alternative funding approaches beyond traditional annual budgeting. Options might include:
    • Innovation funds allocated specifically for experimentation
    • Shared funding models where multiple departments contribute
    • Value-based funding where initial successes fund future phases
    • External partnerships to share development costs

    Budget defense: Prepare clear, compelling narratives that connect technology investments to business outcomes. Frame AI initiatives as business transformation projects, not technology deployments.

    Leveraging AI and Technology Advisors

    Even with internal expertise, developing a comprehensive AI roadmap can benefit significantly from an external perspective. An experienced AI and Technology advisor can provide valuable input throughout the process.

    Objective assessment: External advisors bring an unbiased view of your current capabilities and realistic assessment of what’s achievable. They can help identify blind spots that internal teams may miss due to organizational politics or legacy thinking.

    Industry benchmarking: Quality advisors have visibility across multiple organizations and industries, allowing them to share relevant case studies, common pitfalls, and realistic timelines. This perspective helps set appropriate expectations and avoid reinventing the wheel.

    Technology guidance: The AI landscape evolves rapidly, with new tools and approaches emerging constantly. Advisors who specialize in this space can help navigate options, identifying which technologies are production-ready versus those that may still be experimental.

    Implementation acceleration: Experienced advisors can bring proven methodologies, templates, and frameworks that accelerate roadmap development. This structure helps organizations avoid common implementation pitfalls and compress time-to-value.

    Change management expertise: Many advisors specialize in the human aspects of technology transformation. They can help design effective change management approaches that increase adoption and minimize resistance.

    When selecting an advisor, look for:
    • Demonstrated experience in both technology implementation and business strategy
    • Specific technology expertise relevant to your industry
    • A collaborative approach that transfers knowledge to your team
    • Willingness to challenge assumptions constructively
    • Track record of successful implementations with referenceable outcomes
    The right advisor relationship functions as a true partnership, complementing your team’s strengths rather than replacing internal capabilities or dictating solutions without context.

    To Sum it Up

    Creating an effective AI and technology roadmap isn’t a purely technical exercise, it’s a strategic business planning process that requires thoughtful alignment between business objectives, technological capabilities, and organizational readiness.

    By following the approach outlined in this article, organizations can avoid the common pitfall of pursuing technology for its own sake. Instead, they can develop focused roadmaps that directly address business priorities and deliver measurable value.

    Remember that a roadmap is a living document, not a static plan. The most successful organizations maintain regular review cycles, adjusting course as business needs evolve and as implementation reveals new insights.

    The organizations that thrive in the AI era won’t necessarily be those with the most advanced technology or the largest data science teams. Rather, success will come to those who most effectively align their technological capabilities with clear business priorities—and execute with discipline against a well-structured roadmap.

  • More Than Résumés: Building an Effective Team by Getting the Right People in the Right Places

    More Than Résumés: Building an Effective Team by Getting the Right People in the Right Places

    More Than Résumés: Building an Effective Team by Getting the Right People in the Right Places

    You’ve got a growing responsibility: not just hiring talented individuals, but orchestrating a high-performing team.

    Organizational success isn’t driven by isolated stars—it’s driven by how well your team works together to solve problems, innovate, and adapt. The real work lies not in simply filling seats—but in making sure every person is in a seat where they can amplify impact.

    You’re stepping into the art of team design. And yes, it’s harder than reading résumés. But if you get this right, your leverage, your speed, and your resilience scale in ways you probably haven’t yet experienced.

    Here’s how to think about doing it well.


    The “Right People, Right Places” Equation

    At first glance, “right people” often means technical credentials, domain experience, and past success—reasonable checks. But exceptional teams demand a deeper level of discernment.

    Jim Collins’ famous advice captures this higher standard: get the right people on the bus, but then ensure those people sit in the right seats. That “seat” matters as much as the person.

    So when you evaluate candidates (or current team members), look beyond the baseline:

    1. Attitude and Mindset

    Skills get you in the door; attitude determines how far you’ll go.

    You want people who approach challenges with curiosity, not defensiveness—who see obstacles as opportunities to problem-solve, not as reasons to stall. This kind of mindset creates momentum.

    When things get messy, does this person look for blame or for solutions?

    The best team members absorb ambiguity and still move forward. They don’t need constant direction—they find ways to keep the mission alive when the path isn’t clear.

    It’s not about toxic positivity. It’s about grounded optimism—the belief that progress is always possible, even when it’s hard.

    2. A Learner’s Stance

    In fast-changing industries, the best skill isn’t mastery—it’s adaptability.

    You want people who are humble enough to admit what they don’t know and curious enough to go find out.

    “I’ve never done that before, but I’d love to figure it out.”

    A learner’s stance is the antidote to stagnation. It fuels innovation because learners naturally test, iterate, and improve. They don’t cling to old playbooks; they write new ones.

    When you’re interviewing or evaluating, watch for the language of learning: people who ask thoughtful questions, who talk about mistakes as growth moments, who light up when describing how they built new skills.

    3. Emotional Intelligence (EQ)

    Technical excellence without emotional awareness is a liability.

    EQ is the connective tissue of your team—it enables communication, empathy, and trust.

    Teams break down not because people can’t do the work—but because they can’t work with each other.

    • Sense when tension is rising and address it constructively.
    • Adjust their communication style for different audiences.
    • Listen deeply, not just to reply but to understand.
    • Offer feedback in a way that lands, not wounds.

    These aren’t soft skills—they’re performance multipliers. A high-EQ team makes smarter decisions faster because people can navigate complexity and conflict without derailment.

    4. The Ability to Lift Others

    True team players elevate the people around them. They don’t hoard credit or guard knowledge—they share it freely.

    This trait often hides in plain sight. It shows up when someone takes extra time to mentor a peer, covers for a teammate having a tough week, or quietly fixes a problem without demanding recognition.

    “Does this person make others better, or do they make others smaller?”

    These individuals make your team’s collective output greater than the sum of its parts. They’re culture carriers—people whose presence shapes a healthier, more generous environment.

    5. Values Alignment

    Skills can be taught. Values can’t.

    Misalignment here is slow poison—it starts subtle, but over time it erodes trust, consistency, and morale. That’s why you must hire (and promote) for values as deliberately as for skills.

    • “Tell me about a time you had to make a hard decision that went against the easy option.”
    • “What kind of environment brings out your best work?”
    • “What does success look like for you?”

    You’ll hear their compass in their answers. And that compass will either align with your culture—or it won’t.

    6. Problem-Solving Style

    Finally, look at how someone approaches problems, not just that they can solve them.

    Some people dive in immediately; others pause to analyze. Some thrive in collaboration; others prefer solo deep work. Neither is inherently better—but knowing this helps you build balance.

    You want diversity in problem-solving patterns. As a leader, your job is to orchestrate that mix—to pair complementary thinkers and make sure every style finds its place.

    The best teams have both the dreamers and the doers, the planners and the improvisers, the cautious and the bold.


    The Hidden Multiplier: Interpersonal Dynamics

    Imagine you drafted a roster of superstar players—but they never talk, trust one another, or resolve friction. You won’t win games.

    A team is not just a collection of individuals—it’s a social system. And how that system operates will make or break you.

    Interpersonal dynamics determine whether your team’s energy compounds or cancels itself out. When you ignore them, even the most talented people end up frustrated or leaving. When you nurture them intentionally, you unlock exponential performance.

    If You Ignore Team Dynamics, You Risk:

    1. Broken Communication and Misunderstanding

    The silent killer of productivity. Information gets trapped in pockets, intentions are misread, and people start making assumptions instead of asking questions. Collaboration slows, and small misalignments become major conflicts.

    The antidote: overcommunicate. Clarify purpose. Reinforce context. Encourage transparency—even when it feels repetitive. Repetition builds alignment.

    2. Escalating Conflict That Bleeds Energy

    Conflict isn’t bad—it’s necessary. But when it festers, it drains momentum. Energy that should fuel progress gets redirected into self-protection.

    The leader’s job: contain it, guide it, and convert it into constructive debate. Model calm inquiry instead of defensiveness. Address tension early instead of waiting for it to explode.

    3. Psychological Risk and Withheld Voices

    When people don’t feel safe to speak up, you lose your most valuable asset: truth. Innovation plummets, groupthink creeps in, and only the loudest voices get heard.

    Build safety: ask more than you tell. Reward candor. Celebrate speaking up—even when it challenges your thinking.

    4. Burnout, Disengagement, and Turnover

    Unchecked dynamics compound pressure. People feel unseen, communication turns transactional, and collaboration becomes emotional labor. The result: good people disengage or leave.

    Your role: protect morale and capacity. Ask about energy, not just output. Celebrate rest as part of sustainable performance.

    When You Intentionally Foster Healthy Dynamics, You Unlock:

    1. Ideas Flow Freely

    When communication is open and trust is high, creativity accelerates. People build on each other’s ideas instead of competing for airtime.

    Who has a different view? What might we be missing? What’s the risk no one’s naming?

    Curiosity sets the tone for collective intelligence to thrive.

    2. Differences Spark Creativity Instead of Division

    In high-trust teams, differences are assets, not irritants. Respect allows challenge without hostility. That tension becomes creative friction—the spark of innovation.

    Encourage debate: argue the idea, not the person. Frame clashes as complementary perspectives, not conflicts of ego.

    3. Members Lean In and Take Accountability

    When trust is strong, accountability feels shared. People follow through not out of fear—but pride. They own results because they care about not letting the team down.

    Model it: admit missteps, reward responsibility-taking, and normalize growth over perfection.

    4. Resilience and Adaptability Become Default

    When storms hit, healthy teams bend without breaking. They communicate early, redistribute work, and tackle uncertainty without panic. Safety enables honesty; honesty enables agility.

    This is real resilience—not the absence of pressure, but the ability to face it together.


    How to Place the “Right People in the Right Seats” Strategically

    1. Define roles with clarity — Don’t rely on vague titles. Ask: What must this person deliver? How will they collaborate? What constraints or tradeoffs define success?
    2. Hire beyond technical comfort — Use behavioral interviews, simulations, and scenario questions. Probe culture fit, collaboration, and curiosity. Let attitude and integrity be non-negotiable.
    3. Dialogue to discover strengths and gaps — Ask what energizes or drains people. Match those patterns to where they’ll thrive.
    4. Compose for diversity of thought and style — Mix strategists and executors, creatives and pragmatists. Diversity is insurance against stagnation.
    5. Architect psychological safety — Model humility. Reward candor. Respond to mistakes with learning, not punishment.
    6. Invest in team development — Workshops, retrospectives, and offsite strategy sessions aren’t fluff—they’re performance infrastructure.
    7. Reassess, adjust, reassign — Roles evolve. People grow. Reevaluate fit regularly. Sometimes a smart re-placement beats a replacement.

    The Return on This Work

    This isn’t leadership theory. It’s leverage.

    When you invest in getting the right people in the right places—and when you build the trust, communication, and safety that make them thrive—you unlock something that can’t be faked: momentum.

    The ROI shows up everywhere:

    • Productivity soars. Work flows cleaner because people understand their strengths and play to them.
    • Innovation multiplies. Diverse perspectives collide productively instead of defensively.
    • Turnover drops. People stay because they feel seen, valued, and set up to win.
    • Discretionary effort grows. Team members give more than they have to—because they believe in what they’re building.
    • Reputation compounds. You attract stronger talent because word spreads that your team is a place where people grow and succeed.

    But the deeper return isn’t just in metrics—it’s in energy.

    When a team clicks, everything moves faster. Decisions feel clearer. Tension becomes creative fuel instead of drag. You start to see a culture where people don’t just do their jobs—they own them.

    That’s what “right people, right places” really delivers: alignment, trust, and momentum that make performance sustainable.

    And that’s the kind of leadership that lasts.


    Final Thoughts: Your Next Moves

    Creating an effective team isn’t a checkbox—it’s your most strategic task as a leader.

    • Audit your existing team: Who’s under-leveraged or misaligned?
    • Clarify role expectations and outcomes.
    • Hold one-on-ones about fit, energy, and growth.
    • Plan one small but meaningful intervention—a role redesign, feedback loop, or team rhythm change.

    If you’ve ever thought, “We have smart people but we’re just spinning,” this is your lever. The outcomes won’t just be incremental—they’ll surprise you.

    Let your team be more than the sum of résumés. Let it be a force.

    Your journey in team architecture starts now. Make the first move intentional, bold—and rooted in people, not just process.

    References:

    Collins, Jim. Good to Great: Why Some Companies Make the Leap…And Others Don’t. HarperBusiness, 2001. (Provides the foundational concept of “getting the right people on the bus, the wrong people off the bus, and the right people in the right seats,” emphasizing the importance of disciplined people decisions).

    Duhigg, Charles. “What Google Learned From Its Quest to Build the Perfect Team.” The New York Times Magazine, February 25, 2016. (This widely cited article details Google’s Project Aristotle research, which identified psychological safety as the single most important factor for team effectiveness).

    Lencioni, Patrick M. The Five Dysfunctions of a Team: A Leadership Fable. Jossey-Bass, 2002. (A highly influential book that illustrates common team dysfunctions – absence of trust, fear of conflict, lack of commitment, avoidance of accountability, and inattention to results – all of which are rooted in interpersonal dynamics).

    Hackman, J. Richard. Leading Teams: Setting the Stage for Great Performances. Harvard Business School Press, 2002. (A cornerstone academic text in team effectiveness, highlighting the critical role of team design, clear goals, and supportive organizational contexts in fostering high-performing teams).

    Goleman, Daniel. Emotional Intelligence. Bantam Books, 1995. (Highlights the importance of interpersonal skills and emotional intelligence in leadership and team dynamics, reinforcing the need to assess EQ in team building).

  • Selecting the Right KPIs for Your Organization’s Success

    Selecting the Right KPIs for Your Organization’s Success

    Moving from Data Overload to Strategic Clarity

    We live in a world obsessed with data. Dashboards light up with numbers. Reports overflow with charts. Every metric seems to demand your attention.

    And yet—many organizations still can’t say with confidence whether they’re actually winning.

    The issue isn’t the lack of data. It’s the lack of direction.

    KPIs—Key Performance Indicators—only create value when they illuminate progress toward what truly matters. Without strategic intent behind them, they’re just noise with a spreadsheet attached.

    Choosing the right KPIs isn’t about measuring everything. It’s about measuring the right things—the few signals that cut through distraction and show whether your organization is moving in the direction you said it would.

    Beyond “What Gets Measured Gets Managed”: The Deeper Truth

    The adage “What gets measured gets managed” is powerful, but it’s often incomplete. The deeper truth is: “What gets measured strategically, gets managed effectively.” Without a strategic lens, you risk managing noise, pursuing “vanity metrics” that look good on paper but offer no real insight, or worse, driving behaviors that actively undermine your long-term success. The journey to better KPIs is less about a single destination and more about a continuous loop of learning, adaptation, and strategic alignment.


    Step 1: Start with “Why” — Let Strategy Lead

    Before you pick a single metric, step back and ask: What’s our purpose right now?

    What are we really trying to achieve in the next year or two? Are we trying to grow market share? Improve retention? Strengthen culture? Reduce friction?

    KPIs should follow strategy, not the other way around. If you start with the numbers, you’ll end up managing noise. But if you start with purpose, your metrics become a compass—pointing everyone toward a shared goal.

    When your direction is clear, the right indicators practically reveal themselves. When it’s not, every metric feels urgent but none are truly important.


    Step 2: Translate Intent into Measurable Outcomes

    Once the strategic “why” is clear, define how success will look in tangible terms.

    If your objective is to strengthen customer loyalty, what would proof of that look like? Higher repeat purchase rates? Stronger Net Promoter Scores?

    If your goal is to improve efficiency, where should you see the impact? Faster fulfillment? Lower error rates? Better utilization?

    The key is to make outcomes visible and measurable—so you can tell, without debate, whether progress is being made.

    The most effective KPIs aren’t random metrics; they’re signals of success, anchored in the outcomes that matter most.


    Step 3: Focus on the Vital Few

    The temptation is to track everything. After all, data feels safe. But the truth is, too many metrics create paralysis, not precision.

    When everything is a priority, nothing really is.

    Instead, choose a handful of indicators that carry the most meaning. Five to seven (5-7) key measures at the organizational level is usually enough more than tends to muddy the waters of what is truly important. Beneath that, each team might own two or three (1-3) that directly connect to those broader goals.

    The discipline is in restraint. Fewer metrics sharpen focus, create clarity, and make wins visible.


    Step 4: Make KPIs Actionable, Not Just Interesting

    A KPI should drive decisions. When it moves up or down, you should immediately know what that means and what to do about it.

    If a metric doesn’t inspire action, it’s not a KPI—it’s trivia.

    Good KPIs are specific, measurable, realistic, and time-bound. But most importantly, they’re relevant. They’re directly tied to what you’re trying to achieve and easily understood by the people doing the work.

    Measurement without action is motion without progress.

    Ensuring Your KPIs are SMART and Actionable

    Beyond S.M.A.R.T. ensure your KPIs are actionable. A good KPI should provide insights that lead to specific actions. If you see a dip or spike, it should tell you what needs to be done. If a KPI is declining, does it immediately suggest a potential intervention or area for investigation? If not, it might be an interesting metric, but perhaps not a powerful KPI.


    Step 5: Ownership and Communication Are Everything

    A KPI without a clear owner quickly becomes an orphan. Every key metric should have someone accountable—not just for tracking it, but for understanding it, questioning it, and driving improvement.

    Just as critical is communication. Everyone in the organization should know:

    • What we’re measuring
    • Why it matters
    • How it connects to the work they do

    Clarity here creates engagement. People care more when they see how their effort moves the needle.


    Step 6: Keep It Alive — Review, Learn, Evolve

    The right KPIs today might not be the right ones a year from now. Markets shift. Strategies mature. Priorities evolve.

    Make KPI review a rhythm, not a reaction. Check regularly: Are we still measuring what matters? Are these numbers still tied to our mission?

    Don’t hesitate to drop a metric that no longer tells you something useful. Agility in measurement keeps your strategy fresh and your teams focused on the work that truly drives impact.


    The Payoff

    When KPI selection is done with intention, the benefits ripple across the organization.

    People gain clarity on what success looks like. Teams make faster, more confident decisions. Energy flows toward what matters instead of scattering across distractions.

    You move from reporting activity to managing results.

    And that shift—from measurement to meaning—is what separates busy organizations from effective ones.

    Because at the end of the day, the goal isn’t to measure more. It’s to measure what moves you forward.


    References

    These sources are great if you want to dive deeper into this topic.

    Collins, Jim. Good to Great: Why Some Companies Make the Leap…And Others Don’t. HarperBusiness, 2001. (This book’s emphasis on disciplined thought, the Hedgehog Concept, and focusing on what you can be “best in the world at” implicitly underpins the “Vital Few” and strategic alignment principles of effective KPI selection).

    Drucker, Peter F. “The Practice of Management.” Harper & Row, 1954. (Widely attributed with the concept “What gets measured gets managed,” though the exact phrasing and context have evolved over time).

    Parmenter, David. Key Performance Indicators: Developing, Implementing, and Using Winning KPIs. 3rd ed., Wiley, 2020. (A comprehensive resource on KPI best practices, reinforcing concepts like the “vital few” and strategic alignment).

    Doran, George T. “There’s a S.M.A.R.T. way to write management’s goals and objectives.” Management Review, vol. 70, no. 11, 1981, pp. 35-36. (This article introduced the SMART criteria for goal setting, which is directly applicable to KPI definition).

  • AI’s Missing Piece: Organizational Change, the Key to Real Value

    AI’s Missing Piece: Organizational Change, the Key to Real Value

    Organizational change is crucial to any business transformation. However, Artificial intelligence (AI) is no longer a futuristic fantasy; it’s rapidly becoming a core component of business strategy across industries. Companies are investing heavily in AI technologies, from automation and predictive analytics to personalized customer experiences. However, simply implementing cutting-edge AI tools doesn’t guarantee success. In fact, without a critical and often overlooked element – organizational change management – many AI initiatives are destined to fall short of their potential, failing to achieve proper adoption, true enablement, and ultimately, a full return on investment.

    Think of it this way: introducing AI into an organization is like transplanting a sophisticated new engine into a car. While the engine itself might be powerful and efficient, if the car’s chassis, transmission, and the driver aren’t prepared for it, the new engine won’t deliver its promised performance. The entire system needs to adapt and be ready to harness the new power.

    Digital Transformation Requires More Than Just Digits

    Even in broader digital transformation efforts, the importance of organizational change cannot be overstated. Introducing new software, cloud infrastructure, or digital workflows impacts how people work, collaborate, and make decisions. Without a structured approach to manage these changes, companies often face resistance, low adoption rates, and ultimately, a failure to realize the intended benefits of their digital investments.

    AI Transformation Amplifies the Need for Change

    The need for robust organizational change management becomes even more critical with AI transformations. Here’s why:

    Fundamental Shifts in Workflows: AI often automates tasks previously performed by humans, requiring significant shifts in job roles and responsibilities. Employees may need to learn new skills, collaborate with AI systems, and focus on higher-value activities. Without proper guidance and training, this can lead to anxiety, resistance, and underutilization of AI capabilities.

    New Ways of Thinking and Decision-Making: AI can provide insights and recommendations that challenge traditional ways of thinking. Employees and leaders need to develop the ability to interpret AI outputs, understand its limitations, and integrate AI-driven insights into their decision-making processes. This requires a shift in mindset and a willingness to trust and collaborate with intelligent systems.

    Data-Driven Culture: Successful AI relies heavily on data. Organizations need to cultivate a data-driven culture where data is valued, understood, and used effectively across all levels. This involves establishing clear data governance policies, ensuring data quality, and empowering employees with the skills to interpret and leverage data insights.

    Ethical Considerations and Trust: AI implementation raises important ethical considerations regarding bias, transparency, and accountability. Organizations need to proactively address these concerns, build trust in AI systems, and establish clear guidelines for their responsible use. This requires open communication, education, and the involvement of stakeholders across the organization.

    The “Black Box” Challenge: Some AI algorithms can be complex and difficult to understand, leading to a “black box” perception. Building trust and encouraging adoption requires demystifying AI, explaining its logic in accessible terms, and demonstrating its value and reliability. Organizational change efforts can facilitate this understanding and build confidence.

    The Path to Successful AI: Integrating Organizational Change

    To truly unlock the value of their AI investments, organizations must integrate organizational change management into every stage of their AI journey. This involves:

    Clear Vision and Communication: Articulating a clear vision for how AI will benefit the organization and its employees is crucial. Open and transparent communication throughout the process helps to address concerns, build excitement, and foster buy-in.

    Stakeholder Engagement: Involving employees from all levels and relevant departments in the AI planning and implementation process is essential. Understanding their perspectives, addressing their concerns, and incorporating their feedback increases the likelihood of successful adoption.

    Comprehensive Training and Enablement: Providing targeted training programs that equip employees with the new skills and knowledge required to work effectively with AI systems is paramount. This includes technical skills, understanding AI outputs, and adapting workflows.

    Iterative Implementation and Feedback Loops: AI implementation should be an iterative process with continuous monitoring and feedback. Gathering input from users and making adjustments based on their experiences ensures that the AI solutions are meeting their needs and being adopted effectively.

    Leadership Buy-in and Championing: Strong leadership support is critical for driving organizational change. Leaders must champion the AI initiatives, communicate their importance, and actively participate in the transformation process.

    Measuring and Celebrating Successes: Tracking key metrics related to AI adoption, enablement, and business impact is essential for demonstrating the value of the investment and reinforcing positive change. Celebrating early successes can build momentum and encourage further adoption.

    Overcoming Fears of Job Displacement: A significant hurdle in AI adoption is the natural fear among employees that these intelligent systems will lead to job destruction and elimination. Recent announcements from companies like Klarna, declaring an “AI-first” strategy with potential impacts on customer service roles, and Duolingo’s integration of AI tutors, while showcasing innovation, can understandably trigger anxiety within their workforces and across the broader job market. It is crucial for organizations to proactively address these fears by clearly articulating how AI will augment human capabilities rather than simply replace them. Emphasize the creation of new roles that require uniquely human skills like creativity, critical thinking, and complex problem-solving, which AI can support but not fully replicate. Transparent communication about the evolving roles, coupled with robust reskilling and upskilling initiatives, is vital to alleviate anxiety and foster a collaborative mindset towards AI. Highlighting how AI can automate mundane tasks, freeing up employees for more engaging and strategic work, can also help shift the narrative from job elimination to job evolution.

    Wrapping this up

    AI holds immense potential to transform businesses, but technology alone is not the magic bullet. Successful AI implementation hinges on the organization’s ability to adapt, evolve, and embrace new ways of working. By prioritizing organizational change management, companies can ensure proper adoption, empower their employees, and ultimately, fully realize the transformative power and significant return on investment that AI promises. Ignoring this crucial element is a recipe for underutilized technology and missed opportunities in the age of intelligent automation.

  • Eliminating Inefficiencies: Structural Friction in the Workplace

    Eliminating Inefficiencies: Structural Friction in the Workplace

    Alright, let’s dig into one of the sneakiest kinds of workplace headaches: structural friction. Think of it like the underlying design flaws in a building that make everything just a little bit harder than it needs to be. It’s not about personalities clashing or a bad day; it’s baked into how the whole darn thing is set up.

    As someone who geeks out on how workplaces actually work (not just how they’re supposed to), I see structural friction pop up in all sorts of ways. It’s the kind of stuff that makes you think, “Why on earth do we do it this way?” and the answer is often, “Because that’s how it’s always been,” or worse, “Nobody really knows anymore.”

    So, what exactly are we talking about when we say “structural friction”? It’s the friction that comes from the very bones of the organization – its hierarchy, its processes, its systems, even its physical layout. It’s the stuff that slows everyone down, even the most motivated and talented people.

    Let’s break down some common culprits:

    The Silo Shuffle: You know this one. Different departments or teams operate in their own little worlds, barely talking to each other. Information gets hoarded, goals aren’t aligned, and it feels like you’re constantly trying to get someone in another team to just do their part. It’s like trying to build a house where the plumbers refuse to speak to the electricians.  

    The Bureaucracy Maze: Oh boy, this is a classic. Layers upon layers of approvals, endless forms, and rules that seem to exist for their own sake. You need permission to get permission to ask a question. It’s the kind of environment where getting a simple thing done feels like navigating a labyrinth. Innovation? Forget about it – who has the energy to wade through all that red tape?

    The Information Black Hole: This is where crucial information is either impossible to find, scattered across a million different platforms, or just plain doesn’t exist when you need it. You spend half your day hunting down that one document or trying to figure out who knows the answer to a basic question. It’s like trying to cook a meal when all the ingredients are hidden in different cupboards with no labels.

    The Tool Tango: You’ve got a dozen different software programs that don’t talk to each other, clunky legacy systems that crash at the worst possible moment, or tools that are so complicated they require a PhD to operate. Instead of making things easier, the technology itself becomes a source of constant frustration and wasted time. It’s like trying to build something with the wrong set of tools.

    The Unclear Ladder: When it’s not obvious how you grow in the company, what skills are valued, or what the career paths even look like, it creates friction. People feel stuck, unmotivated, and might start looking elsewhere. It’s like driving without a map – you’re not sure where you’re going or how to get there.

    What can We do?

    So, how do you go about smoothing out this deeply ingrained structural friction? It’s not a quick fix, and it often requires a willingness to shake things up a bit. Here are some ideas:

    Break Down the Silos: Encourage cross-functional collaboration through joint projects, shared goals, and regular inter-team communication. Create opportunities for people from different departments to actually talk and understand each other’s work.  

    Simplify the Bureaucracy: Take a long, hard look at your processes. Are all those approvals really necessary? Can forms be digitized? Are there steps that just add time without adding value? Streamlining processes can free up a ton of wasted energy.

    Create a Knowledge Hub: Invest in a centralized system for information sharing that’s easy to navigate and search. Make sure everyone knows where to find what they need. Think of it as creating a well-organized kitchen where all the ingredients are clearly labeled and easy to grab.

    Integrate Your Tech: Aim for a tech stack that works together seamlessly. Invest in training to make sure everyone knows how to use the tools effectively. Sometimes, it might even mean biting the bullet and upgrading outdated systems.  

    Clarify Career Paths: Be transparent about how people can grow within the organization. Outline clear career paths, identify necessary skills, and provide opportunities for development.

    Smoothing out structural friction isn’t just about making things more efficient; it’s about creating a more human-friendly workplace. When people aren’t constantly battling unnecessary obstacles, they’re happier, more engaged, and ultimately more productive. It isn’t easy and takes effort and a willingness to challenge the status quo, but the payoff – a smoother, more effective, and less frustrating work environment – is well worth it.