Joyce Reynolds: Optimizing Collective IQ Case Study

1Optimizing Collective IQ © 2001-2008 GEO Group Strategic Services, Inc.

PNSR Case Study[Project on National Security Reform]

Optimizing Collective IQNew Challenges In The New Normal

presented by Joyce Reynolds-Sinclair, Ph.D.

PNSR Case Study[Project on National Security Reform]

Optimizing Collective IQNew Challenges In The New Normal

presented by Joyce Reynolds-Sinclair, Ph.D. Accelerating Change

Compounding Complexity

More and More Ambiguity

Accelerating Change

Compounding Complexity

More and More Ambiguity

Leading In FastTime® GEO Group Strategic Services Inc.


Business Model & Product InnovationsBusiness Model & Product Innovations

Acceptance & Use of New TechnologiesAcceptance & Use of New Technologies

Networking of the World Networking

of the World

Communication Bandwidth

Communication Bandwidth

Processing Power

Processing Power

Cost of Computing and Communications Tools

Cost of Computing and Communications Tools

Price Paid relative to the Value Delivered Price Paid relative to the Value Delivered

Economic Ripples Economic Ripples

Global CompetitionGlobal Competition

Social / Political Events Social / Political Events

New Normal Environment

Driving ForcesNew Normal Environment

Driving Forces

The New Normal ENVIRONMENT The New Normal ENVIRONMENT


Dealing with Change, Complexity & AmbiguityDealing with Change, Complexity & Ambiguity

Leading In FastTime® Execution Challenge #1Leading In FastTime® Execution Challenge #1


Nonpartisan coalition of think tanks, universities, businesses, consulting and law firms, and government personnel

Sponsor: nonprofit Center for the Study of the Presidency

Guiding Coalition – 25 experienced leaders

13 working groups – 300+ participants

37 major case studies; 63 mini-case studies

Goal: Approval of a new system early in the next administration

15-Member House Working Group on National Security Interagency Reform; support of 30-35 Congressmen and 12-15 Senators

Website: www.pnsr.org

Project on National Security ReformProject on National Security Reform

What is PNSR?What is PNSR?


The Case for Collective IQ The Case for Collective IQ

On the TV game show Who Wants to Be a Millionaire:

The AUDIENCE is right ___ % of the time

The EXPERT is right ___ % of the time91

65

Making fast, smart decisions in a complex, high-velocity environment is a cognitive challenge. Diverse groups almost always have a greater cognitive capacity than the smartest person in them.

Making fast, smart decisions in a complex, high-velocity environment is a cognitive challenge. Diverse groups almost always have a greater cognitive capacity than the smartest person in them.


Diversity of: Thinking styles Life styles and experiences Information sources

Process that allows: Independent thinking Freedom of expression Synthesis, feedback and iterations

The Collective IQ INCREASES when there is a shared cognitive challenge and:

Increasing the Collective IQ Increasing the Collective IQ


Political & Legal Affairs Research & Analysis

Executive Secretariat

Guiding Coalition

Advisors / Facilitators

Engaging a large number of participants with diverse perspectives.

Collective IQ Participants Collective IQ Participants


The security environment has changed and the United States needs a new set of tools to deal with it. The current 60 year old tools were designed to assist the president to wage the Cold War, a long strategic competition that ended peacefully.

Now, however, the United States faces a wider variety of threats and challenges that are more difficult to anticipate. Globalization has blurred the lines between the foreign and the domestic and reduced the utility of military force as the primary instrument of national power.

From 9/11 and Hurricane Katrina to the wars in Afghanistan and Iraq to homeland disaster prevention and consequence management, the 21st century requires a more agile government.

CONTEXTCONTEXT



1. We need leadership that: Generates vision AND guidance for effective policy development & execution Builds a collaborative national security team Incentivizes and empowers partnerships between branches of government, across government agencies, between government & the private sector & with key international players Emphasizes proactive shaping and management of change

2. Effective long-range strategy formulation and strategic planning that articulates objectives and relates means and ends and integrates all of the tools of hard and soft power into a smart power framework

3. A comprehensive and flexible investment strategy that generates and appropriately applies the human and financial resources needed to meet articulated goals and objectives

4. Creation of a national security workforce bound by a national security culture that rewards cooperation and collaboration and is supported by effective recruitment and robust education and training system.

5. A flexible and agile organization and management structure that: Facilitates integrated and coordinated strategy formulation, decision-making execution, and oversight by leadership Emphasizes the vital integration, cooperation, and coordination of all tools of national power wherever they reside—in the bureaucracy or the private sector Captures creative thinking at all levels to promote innovative solutions to current and anticipated problems

6. Effective utilization of intelligence and knowledge, exploiting the full range of human and technological opportunities and ensuring mechanisms to counter bias, prejudice, selectivity, and faulty mindsets in policy development and supporting analysis

7. Oversight and Accountability of the system as a whole, rather than of its constituent parts. This oversight and accountability, a joint responsibility of Congress and the executive branch, must give attention to national missions, evaluate performance using common metrics, and be responsive to changing performance requirements.

Seven ImperativesSeven Imperatives



Online Collaboration Center Online Collaboration Center


Documented DiscussionsAccelerates / enhances group discussions and organizes individual inputs by topic

Voting BoothUsers vote on issues / choices and see group’s voting totals in real-time

Priority Ranking Prioritizes issues / topics; user ranks and sees group’s ranking in real-time

Interactive MatrixesTopics easily linked to relevant documents or discussions

Real-Time SurveysIntegrates text answers, multiple choice, and scalar voting

Interactive PresentationsPowerPoint presentations with real-time feedback to the presenter’s questions

Tools typically used for: Discussing ‘Hot Issues’ Tracking Action Status Tapping Collective IQ Storing Documents Making Presentations

Collaboration Center™

Customized ‘All-In-One’ Platform

Online Collaboration Center Online Collaboration Center


D I V

E R

G E

N T

V

I E

W P

O I

N T

S

Review / finalize the revised Deliverable Draft

Confirm Consensus

Rate each section of the Deliverable Draft and

suggest changes

Develop Consensus

Discuss and answer Deliverable Questions

Input Everyone’s Ideas

Session 1 Session 2 Session 3

DI V E R G E N T V I E W P O I N T S A R E C O N V E R G I N G

Building consensus in a series of online DELPHI SESSIONS

Delphi Sessions Delphi Sessions


Maintaining alignment via online METRONOME MEETINGS™.

The PURPOSE of online Metronome Meetings™ is three-fold:

Create a predictable rhythm for leadership meetings/communications.

Maintain cross-functional transparency, alignment and momentum.

Identify Hot Issues and review action status to ensure accountability.

The KEY CHARACTERISTIC is the CONSISTENCY of:

Timing – same frequency (e.g., weekly), same time, short duration.

Location – same virtual workspace; same dial-in information.

Agenda – same ‘update’ categories, but new ‘drill-down’ topics.

Online Metronome Meetings™Online Metronome Meetings™


There is an interactive agenda linked to collaboration tools; participants provide online feedback during & between

meetingsInteractive AGENDA keeps everyone ‘on the same page’

Agenda topics are linked to appropriate collaboration tool

Participants dial-in to an audio conference number AND log-into the Collaboration Center™. During the meeting, each participant clicks on agenda topics to view documents and provide comments. Comments are instantly visible to all participants; leader uses online comments to drive verbal dialogue.

Online feedback between meetings continues dialogue

Feedback Feedback

Online Metronome Meetings™Online Metronome Meetings™


Ensuring accountability & transparency via ACTION ROADMAPS.

The Action Roadmap is an online interactive matrix that translates a Strategy into a comprehensive set of the Tactics, Goals, Owners and Tasks; Status is updated weekly by the Goal owners; each row has hyperlinks to topic-related discussions, documents, surveys, etc.

Online Action RoadmapsOnline Action Roadmaps


Conducting real-time SURVEYS and online FOCUS GROUPS

The Collaboration Center integrates common survey functions including text answers, multiple choice and "scalar voting" such as Likert scales for scoring

individual statements, e.g., yes / no; 1-3 scale up to 1-10; -3 to +3

Online SurveysOnline Surveys


"We usually come together for 2-3 days of strategic planning and it requires an additional 2 days of travel. I'm jet-lagged the first day. Then, we make decisions with without a lot of time to reflect. What I like about this is that there's no travel and the weekly online input cycle allows time for reflection & iterations.

"I like the weekly pace. Our work is laid out for us, clearly organized, and we can debate the issues and make smart decisions efficiently. The plans inexorably take shape as we move forward each week."

"The mass of data is pretty impressive. This is probably the very first time that we have captured all elements that influence our business success."

"We get more done in each 2 hour session using this process than we would have in a day long face-to-face meeting. It's very fast and very efficient!"

"I'm impressed with the logical, seamless integration of the system and the way it allows us to create and manage information from each phase of planning, with each building on the results of the last.“

"The way we were able to engage the whole organization was impressive."

"We rapidly synthesized a broad spectrum of views into an actionable strategy."

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Joyce Reynolds: Optimizing Collective IQ Case Study

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