Experimenting with Values

Teva Branded Global Portfolio Proposal

Experimenting with Values:Finding your Meta-strategy

Somik Raha

2000-2013 SmartOrg. | Confidential and Proprietary.

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Jul 23, 2014

Poll

When you hear the term values, what are you primarily hearing?

Pick the one that applies the most:


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Values as measures: Value functions, utility functions

Value-focused thinking: Distinguishing between means and ends

Values as norms: Cultural norms that are upheld in society and organizations

Values as Meta-Strategy

This is NOT a talk about these three:

This talk is about a fourth kind of listening:


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Values as meta-strategy: Your values are your highest-level strategy

Values as measures: Value functions, utility functions

Value-focused thinking: Distinguishing between means and ends

Values as norms: Cultural norms that are upheld in society and organizations

What brushing our teeth can teach us about values


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Systemic Value: Count of # times weve brushedPractical Value: Dental HygieneIntrinsic Value: Personal well-being

Two startling conclusions


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What can be counted does not really count

What counts cannot really be counted

In the Q&A box, can you share examples from your life that illustrate this?

The great poets of the world speak of this


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The one who confuses the label water for water is nave indeed. Repeating water, water, such a one is destined to die of thirst.

Repeating fire, fire produces not a scratch on the lipAn ember on your lip will immediately burn it.

Sufi poet, Zaheen Shah Taji

Note: He is criticizing the conflation of the label with the experience, not the use of labels themselves

Intrinsic values are about finding your deepest values, and there are signs to recognize them


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ShakeEmotionalSilence

The small truth has words that are clear. The great truth has great silence.

Rabindranath Tagore

Intrinsic Values have a quality of uniqueness


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Test: Are most people likely to say me too for your intrinsic value? If yes, we need to keep looking.

The focus here is on those values that stir you in an odd and unique way

Whats your music?


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Under the sky studded with the sun and myriad stars,In a universe throbbing with life,I've received my little space.In sheer wonder, music springs from the depths of my soul.

Rabindranath Tagore

We got stuck while doing a traditional DA consulting workshop


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Our remit: Help us double our revenues from $500M to $1B

XXX

Three slides that went to the board

META-STRATEGY (or Purpose)

M&A Strategy

Check opportunity for fit with packaging traits

Only if there is fit, lets look at the numbers


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Quote from hard-nosed M&A expert: I have never seen a soft tool work this well

Observation

Human mind shuts down when faced with numberse.g. goals like double market share, revenues, etc.

Creativity springs forth with inspiratione.g. Indian branch story, going from $2M to $30M


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Applying this at home


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Having fun making organizations Smarter

People co-creating Magic

Prudential

Intrinsic

Systemic

Making a Difference that Matters

Amazing Capabilities

Awesome Software:That inspires, enables and empowers

Professional Experience:Practical knowledgeable staff who can do and coach

Thought Leadership:Show the way to solve real problems

Improve:Build Customers Capability

Service: Proactively and responsively serve the real need

Excellence:High quality practical rigor

Great Relationships:Among ourselves, with vendors, with clients

Whole Person: SmartOrg is where personal passion meets the productive world

Situational Leadership:Follow & lead, with responsibility and accountability

VALUES as NORMSe.g. SmartOrg

Complete Integrity:Honesty, openness, trust and trustworthiness.

Ongoing Learning:Ongoing Personal, Professional and Team Development

Impact:Empowering customers to achieve their most important objectives

Financial Stewardship:Sustain the business and the people in it

Prosperity

Performance:Accomplishing what we set out to do

Enjoyment:Work enlivens

Mapping your values (as meta-strategy)

2000-2014 SmartOrg. | Creative Commons Attribution 3.0

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?

?

?

YOU

HEADThe professional field you count yourself in

HEARTA goal that is deeply inspiring and an end in itself for you

HABIT You show up and this shows up

Finance-Business Partnership

Agile Decision Support Systems

Restoring dignity to economic evaluations

HEAD

HEART

HABIT

EXAMPLE: Somiks lens on SmartOrg

Find your purpose (meta-strategy) is an act of deep listening

Things that have worked for meYou can be a friend to someone

Look for silence, emotion, shuddering

Test the values if any one is missing, is something big missing

Look for uniqueness, not universality


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Story: Couples values


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Hospitality

Celebration

Spaces

JOHN

HEAD

HEART

HABIT

M&A ?

Detachment

Healing

MARY

HEAD

HEART

HABIT

Story: Couples values


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Celebration

Spaces

JOHN

HEART

HABIT

M&A Therapy

Detachment

Healing

MARY

HEAD

HEART

HABIT

Before: Mary wondered about helping John in his hotel business. After: Mary is working on a transition to becoming a therapist

Hospitality

HEAD

CEOs Values


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Energy Efficiency

Visionary Change

Building Ecosystem Solutions

DOUG/RETROFIT Company

HEAD

HEART

HABIT

Helped CEO get clarity on messaging for company

Shin-Gi-Tai


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Thanks to Kentaro Nakamichi

In Summary

Values as Meta-Strategy is upstream of all practical considerations

This is about the mountain you want to climb (distinct from how you want to walk on the road)

The highest given in a decision

All DA value calculations are Systemic values


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GIVEN

We commit to Strategic Fit of (e.g. Safe, Natural, ..)

CURRENT

FUTURE

Decision Hierarchy

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Systematizing to get to the value is essential, but it is not the value

Systems drive action. (police story)


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Public Safety

Dignity of Client

Education

SUDPS

HEAD

HEART

HABIT

EXAMPLE: Somiks lens on SUDPS values

SYSTEM: Hire highly educated people who resonate with dignity of client

Systematizing to get to the value is essential, but it is not the value

Systems drive action. (police story)

Criteria for fit is one example of a system. It can get us to realize the values, but is not equal to the value.

Making multi-attribute models to trade-off these intrinsic values kind of misses the point (oil and gas story)

Analysis is good when we are confused (Amazon story)

Affects how we view decision quality


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Decision Quality is largely head-focused in its articulation


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Head

Frame

Appropriate

Alternatives

Feasible

Information

Relevant, Material

Preferences

Trade-offs, Metrics

Logic

Clear

Commitment to Action

High-quality commitments

Most of us actually prefer a balance of head-and-heart


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Head

Heart

Frame

Appropriate

Meaningful

Alternatives

Feasible

Inspiring

Information

Relevant, Material

Decisive

Values

Preferences (Trade-offs, Metrics)

Noble Purpose

Integration

Clear Logic

Community Narrative


Action Plans

Leadership, Followership,Laddership

Lets unpack the heart dimension from the perspective of meta-strategy


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Head

Heart

Frame

Appropriate

Meaningful

Alternatives

Feasible

Inspiring

Information

Relevant, Material

Decisive

Values


Noble Purpose

Integration

Clear Logic

Community Narrative


Action Plans


Plastic Packaging Story


Oil & Gas Story (Safer and Cleaner)



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Head

Heart

Frame

Appropriate

Meaningful

Alternatives

Feasible

Inspiring

Information

Relevant, Material

Decisive

Values


Noble Purpose

Integration

Clear Logic

Community Narrative


Action Plans






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helps individuals, families, and communities struggling with alcohol abuse, substance abuse, and drug addiction transform their lives

Capital investment projects had been carefully selected to improve facilities. This caused a backlash, with employees asking why funds werent used to give pay raises.

e.g. redesign spaces to be welcoming, comfortable chairs for clients to feel at home. It takes a lot for people in that position to trust and reach out for help.

When the decision was explained in the context of their core value of bringing respect and dignity to the lives of those who have suffered from substance abuse and addiction problems, employees understood and supported it.

What stories do you have on Integration?

Was there a time when you found the numbers werent sufficient, and you had to share a narrative connecting your insight to values?

Please type your stories into the Q&A


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Head

Heart

Frame

Appropriate

Meaningful

Alternatives

Feasible

Inspiring

Information

Relevant, Material

Decisive

Values


Noble Purpose

Integration

Clear Logic

Community Narrative


Action Plans





Hazelden Foundation story

Leadership: protecting your meta-strategy


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Guardian of Apples core value of beautiful design

insanely great products

Somiks version:

Think Different

Zen Minimalism

Insanely Great Products

APPLE

Head

Heart

Habit

Video

Head: Think DifferentHeart: Insanely Great Products Habit: Zen Minimalism

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Followership: Embracing the meta-strategy


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Our culture places too much emphasis on the leader, and not on the first, second, third, seventh or the seven hundredth follower.

Gandhi

Vinoba

Somiks version:

Meta-strategy for Sarvodaya (Upliftment of all)Head: Satyagraha (Insistence on Truth)Heart: Upliftment of allHabit: Ahimsa (nonviolence)

Meta-strategy for Sarvodaya (Upliftment of all)Head: Daan (Voluntary giving)Heart: Upliftment of allHabit: Love

Bhoodaan

Was Vinoba just a follower? Was he a leader? Perhaps, he was a ladder.


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Macho lone hero who saves the day

Leaders are best when people barely know they exist. When their work is done, their aim fulfilled, people say, we did it ourselves .. Lao Tzu in Tao Te Ching

Laddership.org

In business, ladders have been called Level 5 leaders (Jim Collins)

Ladders undertake guardianship of the organizations meta-strategy


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Can you share stories of laddership (in the Q&A box) you have seen in your career?



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Head

Heart

Frame

Appropriate

Meaningful

Alternatives

Feasible

Inspiring

Information

Relevant, Material

Decisive

Values


Noble Purpose

Integration

Clear Logic

Community Narrative


Action Plans





Hazelden Foundation story

Apple, Gandhi, Vinoba stories

Meta-strategy redefines the purpose of a business

The purpose of business IS to be a business of purpose


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The old business leaders understood this

Walt Disney said, We dont make movies to make money, we make money to make movies.

Henry Ford said, Business must be run at a profit, else it will die. But when anyone tries to run a business solely for profit ... then the business must die as well, for it no longer has a reason for existence.


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Trusteeship and Meta-Strategy

You are the self-declared trustee of your meta-strategy for society

If you drop the ball on executing on your intrinsic value, society wont get to experience that intrinsic value


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What are your reflections on being a guardian of your intrinsic value for society? What is an intrinsic value that moves you to guardianship? Type into Q&A.

Where do we go from here?

I dont know, but

Knowing our meta-strategy can help us become aware of misalignments between strategy and meta-strategy

Perhaps clarity on our meta-strategy values can help us do inspired work

The Neuroscience of Values


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Acknowledgments

Robert Hartman for his work on Formal Axiology

Ronald Howard connecting me to Hartman, and supporting research on Values

David Matheson supporting exploration of values in business, and being a great co-conspirator/collaborator


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Dont ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive. Robert Thurman

Q&A


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Appendix


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Fundamental Values and Intrinsic Values

Values are the criteria that we use to evaluate outcomes. Fundamental values are those that express our most important concerns. Jonathon Baron, Biases in the Quantitative Measurement of values for public decisions

Intrinsic values are about states of being, not outcomes. There is a difference between what we value and how we value. How we value can be mapped by the emotional affect:INTRINSIC: Inseparable from who we are. If it is truly intrinsic, you cannot even begin to describe the value.EXTRINSIC/PRACTICAL: Separable but we show an everyday-interestedness in these values. You can talk about this.SYSTEMIC: The land of objectivity. All of DAs constructs are Systemic because they are clear.


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In MA, the way fundamental values get used is to quickly turn them into metrics and establish tradeoffs. My use of intrinsic values has been as a generative force for ideation and strategic fit, not tradeoffs.

The method of getting to intrinsic values is of great interest to me. Involves listening for silence.

From Values to Valuation

Amazon story


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3 Periods

ColombiaBrazilPeru

BrazilPeruBolivia

BrazilPeruBolivia

BrazilPeruBolivia

1. Guyana 2. Peru3. Brazil

Linda

Mike

ColombiaPeruBrazil

1. Brazil2. Peru3. Bolivia

BrazilPeruColombia

1. Brazil2. Peru3. Colombia

Brad

PeruBrazilColombia

PeruBrazilGuyana

BrazilPeruGuyana

PeruBrazilColombia

PeruBrazilGuyana

Jenny

BrazilPeruColombia

BrazilPeruColombia

BrazilPeruColombia

ColombiaBrazilPeru

BrazilPeruColombia

BEST DECISION

BrazilPeruBolivia

Experimenting with Values

Education

hazelden foundation

plastic packaging

insanely great

systems drive

amazon story

gas story

police story

make money

Transcript of Experimenting with Values

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