Organizational Strategy: What We Can Learn From Our Veterans

veteran culture

Yesterday, on LinkedIn, I wrote an article highlighting our veterans, and how the US Army values of LDRSHIP (Loyalty, Duty, Respect, Selfless Service, Honor, Integrity and Patriotism) can, and should, apply to your personal and professional lives and the culture of every successful organization.

Ask yourself how your accomplishments or your company’s success would improve exponentially if only two or three of these seven values were a focus and priority of your business every day.

What better way to show your gratitude to our veterans that have given so much, than to epitomize the culture and values that so many of our soldiers lived by during times of sacrifice for our great country; these seven values of LDRSHIP.

We can learn quite a bit from these men and women in uniform. Successfully overcoming adversity through the war game soldiers must play, and the values and strategies they use to win that game, can excel company culture to heights of performance never imagined.

Imagine what a different world we’d live in if we truly incorporated the military’s Loyalty, Duty, Respect, Selfless Service, Honor, Integrity and Patriotism in our business strategies and operations? Or, if we committed to those values more in our daily lives at home with family and friends?

Talking about strategies for organizational change using these seven values is a powerful place from which to launch, learn and lead. And, it has been proven time and again in my own work with clients.

Learning from The Hero’s Journey

It’s not just these embedded cultural values that prepare veterans for success in today’s organizations. It is also their experience with the “Hero’s Journey,” what is termed the “monomyth” as introduced by Joseph Campbell:

“A hero ventures forth from the world of common day into a region of supernatural wonder: fabulous forces are there encountered and a decisive victory is won: the hero comes back from this mysterious adventure with the power to bestow boons on his fellow man.” – Campbell, Joseph. The Hero with a Thousand Faces. Princeton: Princeton University Press, 1949. p.23.

Because of their preparation and commitment to this model, veterans play an ever more important and unique variable in the success as part of, or the head of, any organization.

Let’s dig in a bit more:

In my work, I have come to see first hand that organizational strategy can become more relevant as real world scenarios are applied to its development. The Hero’s Journey model that our soldiers and Defense Department live by ensures that five crucial attributes for organizational strategy are included in the process. These include:

  • PLANNING
  • RESISTANCE
  • TRIALS
  • SUCCESS
  • LESSONS LEARNED

Working with these five attributes creates a strategic planning process that is not linear, but circular and continuous. If you consider these five areas, team members start to think strategically in their own paradox, and not in a one-size-fits-all approach. The story of the Hero’s Journey is a framework that helps customize the process and the resulting solution. But, no step can be omitted in that journey.

Don’t Stop At Planning

Many organizations and leaders think that planning, the first attribute above, is the beginning and the end of their strategy.

However, you cannot reach success (success = achievable and high performing strategy) without trial and tribulation, as our solders and veterans will tell you. Those remaining four steps of the hero’s journey ensure the cycle of trial, failure and trial, failure is repeated until true success is achieved, defined, repeated and institutionalized.

Emerging strategies never intended or expected will come from the trials and lessons learned of failure. Strategy is an evolving, continuous, learning process that follows the hero’s journey.

Veterans In Organizational Change

No one knows this hero’s journey method better than our veterans.  They have been to war, lost small battles, lost battle buddies, or lost understanding of the mission in times of intense stress or crisis. But they continue to move forward to test, adapt and overcome through trial and error. They ultimately define a new strategy or desired outcome of success for the environment they are in, based upon the trials and resistance they are up against.

Our veterans are well suited to be a part of, if not leading, organizational strategy development and accountability in our nation’s agencies and businesses. As we celebrate them today, companies should be seeing Veterans as incredibly attractive, qualified talent fully prepared to fill the leadership pipeline.

Where many organizations may have a void of talent, they should be seen as an absolute resource.

Veterans have embedded the “journey” framework of venturing forward without fear, learning from failure, and making change based on the wisdom of experience. Your organization can learn by studying up on that journey and hiring leaders who have lived it.

I would love to hear your thoughts and specific steps you are taking to embody and live these, or other, values in today’s business environment. Please leave a comment or connect with me on LinkedIn to keep the conversation going!

How Decentralizing Data Informs a Successful Organizational Culture

data decentralization

With the rapid adoption of technology into today’s organizational culture, data collection and analysis is becoming a common component of the way we do business. However, this new reliance on data brings a new host of challenges, including how to combine and share this information across the organization in order to get as much value out of it as possible.

Every department has unique data needs, and while it’s important to analyze the data for individual departments, managers and leadership need to aggregate departmental data to gauge the overall health of the organization.

There can be huge differences in how departments structure and format their data. So, while combining multiple data sources has significant advantages, the disjointed nature of departmental data formats has led some organizations to rely on a less than ideal “top down” or “one size fits all” approach to analysis.  In some cases this approach can work, but it often forces the organization to follow an architecture that reduces the data’s usefulness within each department.

Attempting to simplify the process by generalization may support the manager’s agenda, but the end results are not nearly as specific or as meaningful as they could be.

So, how can organizations ensure data and its analysis serves the greatest number of departments and people as possible, while still benefiting the business as a whole?  Below are several ideas to consider:

Determine which questions need to be answered.

First and foremost, data has to help us answer questions.  It is essential to clearly articulate which questions are more critical to managers and business units, and to ensure that data can be captured to support those.

Establish similar terminologies.

Despite the likelihood that each department has its own unique culture and terminology, organizations should strive to use a similar language across the board.  This will help promote cross-communication and maintain a certain degree of data integrity for managers.  Where this is not possible, organizations should develop a “translation table,” (i.e. a “Rosetta Stone” for the business) which can serve as the key to understanding the different terminologies.

Agree to a common set of core variables.

Each department has its own set of questions that will require a unique set of data, but managers need to address questions that span departments. To ensure they can, organizations should agree on a core set of variables that each department will collect.  This can be something as simple as time, location, identification number, costs, and labor hours, etc.  The key is to agree on how these variables will be defined and documented. Yes – that could require a bit of time and finesse. While this may be the most taxing part of the process, it is the most critical in the data decentralization process.

In an ideal world, individual departments and leadership would easily find a compromise for their various data needs.  On the one hand, each business silo need data that is specifically relevant to their operations. On the other hand, managers need data sets that address broader questions and issues. If the overriding concern is real usefulness in the data, the time it takes to create systems that allow for both will be well worth effort.

How is your organization decentralizing data to inform your culture?

The Culture Implications Of Starbucks New Dress Code

starbucks culture

Starbucks has gained a lot of attention in the wake of their recent dress code policy changes, allowing their employees to wear black denim, colored ties, and allowing visible tattoos.

This may seem like a small change, but in the context of recent controversy over this very issue, it made us wonder what the deeper implications were for these policy changes.

We asked our team at gothamCulture how they viewed this recent change, and what bigger implications for the coffee giant’s organizational culture may be underlying it. Here are some of our thoughts:

Stuart Farrand – Associate

stuart-farrandI’d say its 60% PR and 40% pragmatism and believe the two go hand in hand.  A growing percentage of the population has tattoos, especially within the services industry.  At the moment, having a tattoo doesn’t carry the stigma it used to. In fact, it’s become more of a cultural norm.

From a PR standpoint, it did seem that Starbucks was out of touch with society.  From a pragmatic standpoint, I think they realized that tattoos are really not something they can control. It’s much easier to acquiesce than to make the dress code more restrictive (i.e. wearing long sleeves to cover up tattoos, regulating the color of the long sleeve shirt, etc.), which would also be more difficult to enforce.

In terms of what other organizations might learn from this, I see two big takeaways:

1. Weigh the costs and benefits of the rules you impose on your employees.  Dress code is a good example, but it the same is true for broader rules across your organization.  At what point do the rules (and enforcing the rules) actually impede someone’s ability to do their job?

2. Organizations must be flexible with emerging social norms, and try to accommodate them as much as possible.

Samantha Goldman – Associate

samantha-goldmanThis is a great example of an organization updating a policy to act more in accordance with its values and mission, and thereby preserve its own integrity as an organization. The anti-tattoo policy or a very strict dress code did seem to be in contradiction with Starbucks first value of “Creating a culture of warmth and belonging, where everyone is welcome”. It also undermines their mission, “To inspire and nurture the human spirit – one person, one cup and one neighborhood at a time.”

While any organization must have some guidelines for physical appearance/dress code, employees can’t be blatantly prohibited from showing up physically in a way that reflects their own human spirits, especially when “warmth and belonging” are guiding values in the brand’s interaction with customers. Such policies are a critical component of an organization’s culture. If the organization is trying to create a culture that reflects their mission and values, it’s critical that policies are aligned as much as possible.

Mark Emerson – General Manager

mark-emersonStarbucks is bowing to the inevitable shift to a new generation.  This is a push/pull situation, in that their customers are younger, and the younger generation doesn’t view body art as any big deal. And, in most cases it is an expression of individuality – which pulls the company forward.

Then you have the push aspect. The company wants to show they are keeping with the times. What better way to do that than to have their baristas reflect a large portion of their customer base?  This feeds very much into the culture and system of values Starbucks wants to reflect: one of making the employees the bottom-line and everything else will flow from that.

Secondly, and I think Starbucks is always looking at the practicality of things. They were probably starting to run into a recruitment issue. They are, in some ways, the “McDonald’s of coffee” and provide starter jobs for many teens/twenty-somethings. Banning tattoos was bound to trip them up with their enormous staffing needs.

This also reminds me of the story in the NY Times about the Starbucks worker who was having so much trouble getting steady work hours and trying to care for her young son.  Literally, within one day of the story coming out, the company changed its global policy and vowed to make hours more steady for it workers.

What other corporation of this size would make such a change so rapidly, simply because it is the right thing to do?  They could simply have said they’d ‘study’ the problem, but they massively adjusted their entire work process because of their culture of putting employees first.

Dustin Schneider –  Senior Associate

Dustin SchneiderThere has definitely been a “latte” attention recently about Starbucks’ decision to allow employees to have their tattoos visible.

The purpose of an organization’s core values is to help guide behavior.  They provide clear guardrails on what’s expected, what’s allowed, and what should be encouraged.  To have a value of belonging and inclusion, while at the same time asking employees to hide their real selves, seems counterintuitive.

I commend them for continually bouncing their policies up against their stated values in order to ensure that decisions they make are in alignment with them.

Cary Paul – Senior Associate

cary-paulStarbucks is in a unique position in its industry, and the business world in general.  People love it or hate it.  Some people that love the coffee actually hate the business side, and the idea that they put mom and pop shops out of business.  But most business people respect that Starbucks almost single-handedly built the whole idea of a new culture around coffee and people being together… again, around coffee.

As a result, their every move is watched and scrutinized, and they can’t make a move in their business without at least some thought to the PR implications. That part of it was most likely at least in the discussion. But, I think this was about something bigger: freedom of choice, and inclusion, as defined in the core values.

 As Schultz discusses in his book, the core values are the critical lens through which the company operates.  Period.  When they didn’t, things went sour.

These have massive implications on workplace culture, especially as a model for a company adhering to the tenets of its core values.  And, if the company stands behind its commitments to those values, it becomes more likely that the employees will.


The Starbucks reversal of their tattoo guidelines may have been partly a PR move. What seems more likely, however, is that the company cares enough about their core values to constantly change and adapt in order to reflect what is important to their people.

Starbucks is doing well to authentically make changes to policies in order to better reflect their core values and build a culture through their people. They may not get everything right the first time, but they are aware of the journey – and are paying attention to when change needs to happen.

What did you think when you heard about this latest news? And, is Starbucks a model for evolution of employee policies that other corporations should consider?

Forbes: Culture – The Most Overlooked Element of Company Culture Audits

Culture is defined as “a way of thinking, behaving, or working that exists in a place or organization (such as a business).” Essentially, it’s the core of your business — so why wouldn’t you include it in your company’s audit?

Your company culture drives all the decisions you make and the communication processes you use. Including culture in your audit allows you to take a closer look at what could use some revamping and how you might increase productivity for your business as a whole.

In this article, Chris Cancialosi discusses the value of auditing company culture and explains why it’s often overlooked as a key component of what makes — or breaks — a business.

Forbes: Four Reasons Social Capital Trumps All

We’ve all heard (or said) the phrase, “it’s not what you know but who you know.” And, entrepreneurs really shouldn’t take that casually. Because, your connections really can make a difference in whether your company just gets by or truly thrives.

This may still be a new concept for some, so take note. While financial and human capital continue to be important for your company, social capital can potentially gain your business the most benefits of all.

In this article, Chris Cancialosi shares four reasons why social capital is the most important for entrepreneurial success, and reveals how to make social capital work for you.

Change Culture From Within

The conversation about a company’s culture, and the effects on productivity, satisfaction and overall success, is a widely popular one. In this Employment Notebook podcast , Chris Cancialosi talks with Tim Muma about strategies for changing that culture from within, instead of waiting for management to make adjustments. As Chris notes: “everyone has the capability to improve a company’s culture from the inside.”

Forbes: How to Communicate Change

When Microsoft announced it was laying off 12,500 employees in a 1,100-word email, it inadvertently sparked a discussion on company communication. How can business leaders effectively communicate company changes to their staff? What is the protocol?

Big or small, changes are changes, and they need to be reported to employees accordingly. By approaching discussions with factors like timeliness in mind, leaders can have more success in talking with their teams.

In this article, and with added insight from Jenny Dervin, the former Vice President of Corporate Communications for JetBlue, Chris Cancialosi outlines three lessons to be learned from Microsoft’s recent layoff.

Moving Toward a Code of Ethics for Data

In my previous post, I talked about the status of Big Data.  In this post, I’d like to discuss some of the ethical issues we’re facing in the data world.

We are at an interesting crossroads between data and culture.  Today, we have the ability to collect and analyze large amounts of data (much of it from social media) but our increased use of data is changing how we view concepts such as privacy and confidentiality.  In light of the NSA Surveillance debate and a recent thought experiment from Facebook, people are beginning to question the boundaries between acceptable and not acceptable use of personal data.

This is more of a question of ethics than anything else, but it will likely become an integral aspect of how companies engage consumers and define their brand and image. In this new environment, some of the challenges businesses and consumers face include:

  1. The nature of private vs. public information: What does privacy actually consist of when we are all connected through social networks?
  2. The confidentiality vs. profitability of information: Is data kept “in-house” or is it sold for use by other businesses?
  3. The use of analytics to serve the customer vs. “manipulate” the customer: Are analytics used to better understand customer preferences or to subtly sway the customer and restrict their choices?

It doesn’t take long to realize that there is a fine line that separates these areas.  In many cases, the distinction is blurred and hashing out the details will require a broader social conversation that weighs the costs (in terms of privacy) with the benefits (in terms of improved customer service) of our growing reliance on analytics.  On the one hand, there is uncertainty surrounding how our data and information is used, while on the other hand, we gain the ability to more precisely fulfill consumer needs and even improve more fundamental factors such as the safety and reliability of the products we purchase.

These are key questions organizations need to ask, especially with regard to how they define their mission to customers.  They also have implications for how an organization is perceived publicly and the type of culture they embrace internally (see Chris Cancialosi’s article on establishing a Leadership Brand).  When launching a new data-driven initiative (whether Big Data or conventional), there are several questions to consider:

  1. Could it cause significant distress to a customer by revealing potentially embarrassing or unwanted information?
  2. Are you trying to understand a customer or strongly steer their behavior?  Does it sound eerily similar to something out of 1984 or Brave New World?
  3. How secure is the data from potential hackers?  What are the associated risks?
  4. What is the problem this initiative will solve?  What is the method to acquire the data, and how is it better than other options?

These are complicated questions that won’t be answered any time soon and there are a number of different perspectives on what needs to happen (see herehere, and here for some examples).  At the end of the day, the key question is one of tolerance: how much “privacy” are consumers willing to give up for the benefits data provides (see my post for an example of this trade-off)?  This will be different for each person, so it is important for consumers and organizations to become educated in understanding how data is used, weigh the costs and the benefits, and make informed choices.

Five Ways To Change Your Company Culture

Free donuts can only accomplish so much. Sure, they’re tasty, and the sugar rush can help you make it through the next 30 minutes, but are they really boosting company culture or just your blood sugar?

If you want to see a real difference in your company, you don’t have to wait for your CEO or department head to introduce the next great idea. You have the power to initiate changes to boost your fellow employees’ motivation and your company’s bottom line.

Put Away the Winter Boots! (It’s Time for a Change)

When the weather gets warmer, we instinctively shove our hats and gloves into the back of the closet and pull out our sandals. The obvious change in weather or climate is easily felt and clues us in to the reality that the objects we might have needed last week or last month are not going to serve us well today or next month.

Organizational climates evolve in the same way that the weather does, yet we often continue to do the same processes that we did before. We can all think of that mandatory in-person meeting/conference that started back when so and so was in charge but is no longer an effective use of time. Or what about certain policies around working remotely that don’t reflect the current technology at the organization?

These relics from a different climate or season are often continued because no one has noticed that the meeting or policy etc. is no longer serving the organization. Or if it is noticed, those individuals trying to be agents for change often find themselves facing resistance. It is because that meeting or policy is embedded in the organization’s culture, or as we call it, a part of “the way we do things around here.” Changing a culture is hard, yet if we can understand the resistance to the change, it is possible to create opportunities for change. First, however, it is imperative to understand what is working about the meeting or the thing we’re trying to change and where the resistance to that change is coming from.

For example, in the case of trying to cancel an in-person meeting or conference where employees are resistant because they enjoy and feel appreciation through the free food/lodging provided during the meeting, one solution could be to give employees a stipend to buy their own food and/or a vacation bonus and then attend remotely. This continues what’s working (free food/lodging and appreciation) while saving the organization travel time and costs for holding an onsite meeting. Or if people enjoy seeing each other face-to-face but the meeting is not deemed a good use of time perhaps the meeting agenda, leader, frequency or length could be adjusted to increase the likelihood that it is an effective use of everyone’s time.

In short—it’s necessary for your organization to have a level of cultural awareness and a willingness to change when organizational needs are not being achieved and processes could be improved. Just like we wouldn’t want to be caught wearing our snow boots in July, we shouldn’t get stuck continuing to do things at the organization because they met the needs of a previous organizational climate.