Purposeful Cooperative Leadership in Competitive Intelligence

I was led to the Purposeful Leaderships’ blog, “Leading from the Heart” by Janna Rust earlier this week. Leading from the heart is a trait of cooperative intelligence, namely cooperative leadership as it rings of caring and authenticity.  Janna also discusses taking care of your reporting people by being there for them and listening. Another great point is to “be protective” of your reporting people and let them know you’re all on the same team.

So many things I read about leadership focus on “managing up”, that is impress your bosses. This often comes at the expense of managing your subordinates, who are doing the work! Yet it’s a delicate balance since your boss decides on your pay raise, can open a lot of doors, and often controls or influences budget moneys allocated to your projects. Whether with bosses, peers or subordinates, cooperative leadership is more about “them” and less about me.

In competitive intelligence and research, many of us don’t have any reporting people and report into another functional area of the company such as Sales, Marketing, Strategic Planning, Product Development or Research & Development. Often enough, they aren’t quite sure what to do with us.

Cooperative and purposeful leadership skills are all the more essential when you rely on other people to give you great information or intelligence who don’t report to you, and your boss perhaps views you as an outlier since competitive intelligence doesn’t quite fit into anyone’s area.

I spent a lot of time meeting with people and listening to their business problems as a competitive intelligence manager. I was really attuned to emotional intelligence as I dealt with my network of contacts and internal company customers and was sensitive to how they were motivated. I would attempt to match my communication style with theirs, including my body language. This was how I behaved whether dealing with peers, subordinates, my internal clients, my sources or my superiors.

I was protective of my sources, especially Sales. Everyone in marketing wanted Sales’ input into their projects. Over time I became the “unofficial” marketing liaison person to Sales. This almost eliminated the number of requests that went to Sales for quick turnaround corporate projects. I made it my business to have more interaction with Sales, and to let them know I reduced their work load, and appreciated that their time should be spent selling. This was the most purposeful leadership I had while at Verizon. I knew I needed to be cooperative in order to gain sales intelligence and customer’s input to be successful in competitive intelligence.

In what ways are you purposeful and cooperative in your leadership and management?

Cooperative Listening

Happy New Year! My intention during 2010 is to get better at listening generously to the people who cross my path whether friend or stranger. I hope this poem engages you to be all you can be in the New Year!

The Art of Life
The most precious Art I know of
Is the art of life.
It can be expressed without
Hammer, brush, banjo, pen or clay.
Yet whoever shares this art of life,
Brings a sparkle to other’s lives.
He sees and doesn’t draw;
She listens and hears, yet doesn’t sing or strum.
Theirs is the art of listening and caring,
Choosing to be present for friends and strangers alike.

This is the message behind cooperative intelligence, particularly cooperative connection and cooperative communication. Cooperative connectors value every connection they make with people, and the other person knows that they have the cooperative connector’s undivided attention. There is no multi-tasking or day dreaming while listening to another person’s woes or stories.

A cooperative communicator is a generous listener, not too caught up in his own life that he is waiting for the earliest opportunity to get in the next word without really listening to what the other person is saying. While a lack of good listening is a strong tendency in the American culture, I find it’s more relaxing and engaging to let the other person share what’s on her mind without interruption, while fully listening to what she’s saying: his words, her tone of voice, body language, and what she’s not saying that you might have expected.

Interestingly enough I have found that this ability to communicate cooperatively is invaluable in research, competitive intelligence and sales. In this hurried world we live in, if you just allow the other person to share what they know, they really appreciate this opportunity, whether it’s a scheduled interview, a sales call, a cold call or someone you meet at a trade show.  This dedicated listening engages me to think of creative questions and comments to keep the conversation flowing, which often uncovers valuable information I would never expected to learn. It’s also a lot of fun to listen and learn from others.

The Present of Presence & Listening

Yesterday our excellent homilist ended with a story I had read on the Internet several times, yet it hit me differently due to the recent loss of my Dad. An old man had recently lost his wife, and was so heartbroken that he just couldn’t do anything. A neighbor’s little girl saw how sad he was, just sitting on the porch staring out into space, and ran to him and sat in his lap. The old man was delighted and told the little girl’s family that she had brought him back the will to live. They asked: “What did she say?” And he replied, “Nothing. She just sat on my lap.”

This story reminded me of the hours I had spent with my Dad in those last weeks, quietly sitting with him, particularly late at night when he couldn’t sleep even though he wanted to. Sleep deprivation particularly haunted him in the hospital with all the disturbances, noises and lights. I like to think he just didn’t want me to go home. After he came home I continued to sit with him when it was my turn, quietly watching TV, and sometimes while he slept during the day or the night. I stayed up with him the last night he was on planet earth, and I think Dad took great comfort that I was there with him, quietly sitting close by and periodically touching him.

I think this phenomenon of being quiet is also very valuable in business as part of cooperative communication, one of the arms of cooperative intelligence. Sometimes, people just need us to listen to them, and not offer any advice. It is a difficult thing to do: to just listen and listen and perhaps at the end of their ranting just wish them good luck. Often just allowing the other person to talk and talk allows them to release some steam, but also can be used more constructively. If you stay quiet, the other person may share some great ideas to improve your business practices and unleash their creativity. This practice also builds incredible trust and connection between two people since you think enough of the other person to stay quiet and listen.

In my fields of research and competitive intelligence, knowing when to be silent is a great gift, since there aren’t enough listening ears, especially these days with all the downsizing in America. When I call people, even cold calls, I will initiate the conversation, but then I will be silent and give the other person a chance to share what they know. Many of them are so grateful that someone cares enough to ask their opinion, even a total stranger, that a number of them have invited me to call them back any time. I have made them feel good about themselves and warmed up their life just a little bit by asking and caring.

It takes time, life experience and a certain amount of intuition to know when it’s right to just sit back, be quiet and listen. I am still learning and wonder what your experience has been with being quiet and listening.

Christmas, A Season for Gratitude

Cocoa the Cat

The snow is falling gently at my home in Colorado and it reminds me of the purity of birth that Christians celebrate at this time of year.

One of the purest ways to communicate is to express gratitude. This is one of the practices of cooperative communication. There are so many way to express gratitude. A thank-you when someone does something nice is a good start, since we often take these simple acts for granted. There are people in our lives who are often unseen as we go rushing through our lives, like the person behind the counter at the post office who scarcely has time to look up from work for the throngs of people sending out and picking up holiday packages and greeting cards. This year I decided to bake some cookies for our post office staff in my little home town. I took them in last Saturday about 15 minutes before closing. The line was about 40 people long and it was so hot in there. I just walked up to the middle clerk and put the cookies on her weight scale and said, “Merry Christmas, thanks for all that you do.” All 3 clerks looked up at the same time, somewhat dazed from their frenetic pace, and smiled. The cookies evaporated…I had been meaning to do this for several years, but had never remembered. My husband and I sent out many Christmas packages that day, and were happy to share a little gratitude in the midst of the holiday craziness.

This Christmas is bittersweet for me as I mourn the loss of my Dad who died just before Thanksgiving. It takes a while to bring the good memories to the forefront of one you were with pretty intensely as he died.

I like the anticipation that accompanies the Christmas season. When I think about my Dad I anticipate how my life is going to change as I more avidly bring in his good practices into my life. I am so grateful to have been influenced by this good man. He was very warm and giving, and shared a great enthusiasm for life. It’s one thing to bring these practices into your personal life, but I find it more challenging to bring them into business since business is often so self-centered, especially in competitive intelligence, where often companies are looking to be better at the expense of their competitors. Maybe it’s time for me to shift my focus towards opportunity analysis, that is helping companies uncover and develop business opportunities. Competitive analysis is a part of the process, but looking ahead and anticipating and planning are the focus of this initiative.

Ever since Dad died I have brought this blog back more to its original focus of cooperative intelligence since it focuses on being warm and giving—a lot like my Dad.

Cooperative Leadership: Lessons Learned from my Dad

I’ve really diverged on this blog lately as the loss of my Dad has been preeminent in my life. I was thinking about how my Dad instilled cooperative leadership in me without knowing it. It’s warming to realize this now that he’s gone. If I ever finish my book on Cooperative Intelligence, I will dedicate it to him.

My Dad was comfortable and accepting of himself as a good person. He also had the gift of warmth that goes along with being cooperative, not just in business but in life. I have noticed that cooperative leadership emanates from people who are comfortable with themselves and who don’t have those psychological issues of trying to be “one-up” on others. They are deeply rooted with “take me as I am.”  People feel comfortable with this type of person: all personality types. People opened up to my Dad: they told them what was on their mind without his asking, although he often did ask how they were doing. He really wanted to know: it wasn’t just a nicety of speech.

This trait of cooperative leadership was why at work out of 10 lawyers, 90% of the calls were for my Dad right up until he retired in 1984. Just think how many fans he would have on his Facebook page today! Another trait he had which is extremely cooperative was to ask the other person if s/he realized the consequences of his action(s) or inaction! By then he had them emotionally hooked, as the consequences could be quite dire: that’s why they were calling him. A cooperative person acknowledges that the other person needs to take responsibility and own their actions.

A cooperative person looks out for the other guy. My Dad was all about that. He was so excellent at what he did and won numerous awards over the years, which he happily and graciously accepted, but didn’t bask in. As I prepared his eulogy, I had so many great examples of how Dad looked out for the other guy: ranging from pointing out to his houseboy and cook that he was too smart to be a cook and should go to college. This gentleman went on to become the youngest full professor at Nihon University, one of Tokyo’s prestigious universities, in the 1960s.  This friend, Masa, flew in from Tokyo to attend my Dad’s memorial service. Another dear friend told me that had it not been for Dad’s help, commendation and spurring him on, he would never have made it to the rank of a General in the US Army Reserves.

Our society seems to focus so much on ME, when it’s really all about how I can help others be who they can be, that gets ME to where I can be. We all have the gift of influencing each other in good ways throughout life, which I term as being cooperative, being open to noticing how we can help others.

As a 25-year competitive intelligence practitioner, I was a cooperative manager from the start, and found that people…once they realized I was for real…would provide me with some really valuable tidbits on the competition, the marketplace, new technology and regulatory trends, the major drivers in the telecommunications industry.

I hope you can take some time out during this Chanukah and Christmas season to think about how you’re going to help other people in the coming year. I am thinking about changing my profession to something more directly humanitarian than competitive intelligence, but realize that will take a few years to transition into. I would love to hear from you about what I should consider. I find I am attracted to health whether it’s the body or spirit.

The Long Good-Bye

Thomas J Duffy, Jr

Dad died on November 21, the Saturday before Thanksgiving, so we delayed his memorial Mass until November 28, a week later.  Since Dad is from Concord, NH, we couldn’t bury him until Dec. 2, 11 days after he had died.

I learned when you lose someone near and dear to you, like Dad was to me, this delay puts life on hold, since it’s really hard to concentrate on work or anything intellectual. Plus you have to deal with changing all the heir’s financials around according to what makes sense, and to visit financial institutions in hopes that these changes are made correctly, as it’s really easy to make mistakes on the Internet. We are not estate planners any more than we were medical professionals taking care of Dad, although my brother, Steve, came pretty darn close with no medical training!

My sleeping patterns changed and I found I couldn’t sleep well, and had lengthy and deep nightmares about Dad every night, and woke up sweating in the early morning, when it was still dark. It took a while to fall back to sleep, and it was not that delicious sleep that relaxes the body and the mind. When I shared this with friends, they told me this is not unusual. The first night after we buried Dad, I slept pretty well, and didn’t wake up sweating in the morning, although I was incredibly anxious.

In our culture we don’t talk about death enough: we’re so wedded to birth, babies and youth that it seems like we avoid talking about the side effects of death to dear friends and family, and this delays our ability to pick up the pieces and live anew.  Everyone will die: why do we avoid this? It’s such a healthy discussion to engage in, and can be so constructive, and helps reduce the pain of loss.

I have overheard people say that someone’s passing was beautiful: I did not have this experience with Dad. I felt like he suffered terribly at the end as he gasped for air until we figured out the right blend of morphine and oxygen. But his end was not beautiful: it was more of a relief for all of us since we hated to see him labor so hard the way the body does until it breathes its last.  My gut was totally wrenched up and I was practically hyperventilating. Just after he died I realized that I was breathing normally again, which is when I noticed how I had been stressed out in empathy.

Until we got Dad into the ground, I just couldn’t move out of dwelling on his last week of life, and what I would have done differently if only I had known better. Just today the day after we finished our long good-bye, I am not dwelling on that and am starting to remember the good times more, which is what I would much rather do. For about 48 years of my life with him, Dad was in great shape, mentally and physically.  Spiritually I felt like I could connect with him on some level almost until his dying moments, and that was very beautiful.

This blog is about cooperative intelligence, and I realize that I must have gotten this idea by watching my Dad live his life. He was not a collaborative player: he was cooperative. It was all about helping the other guy: always! He was not about drawing attention to himself and looking for praise when he did wonderful things, whether excellent work or helping the less fortunate.  He had such a gift to make you feel like you were his favorite person. He would often say, “you’re the best” or words to that affect with the accompanying body motion.  Several people said he had told him this, and when they heard that he had used the same words and actions with others, they jokingly said…”I thought I was the only one he thought that way about. Not really….” But Dad did make people feel important because he told them how great they were, and he listened, and inspired them to do wonderful things!

Introduction to Competitive Intelligence

At a recent Denver joint SCIP and APMP chapter meeting, I was asked to put together some introductory slides about competitive intelligence to set the stage for the more sophisticated discussion around “Price to Win,” which is sophisticated analysis around bids/outcomes for major contracts, usually with huge government customers.

As I assembled my slides, I realized that very little has changed in the competitive intelligence (CI) process, while the execution of the collection phase of competitive intelligence has changed remarkably over the 20+ years I have been in the business with the advent of the Internet in all its iterations, e-mail, text messaging and more recently through social networks.  This also affects counterintelligence, since it is easier for your competitors—or anyone who is interested enough—to dig up information about your company that you consider proprietary. This information comes not only through electronic means, but through ex-employees, especially from all the downsizing in the last couple of years.

One common misconception is that competitive intelligence just focuses on the competition. Make no mistake competition is part of this: but you also want to take into account all the factors that affect the competitive marketplace such as economic conditions like the current unstable economy. In the US, the stock market has staged a quick recovery although the NYSE is still 4000 points below its peak in 2007. When you consider the stock market’s quick ascent after such a steady descent, you have to wonder how sustainable it is and how this will affect your customers, suppliers and competitors. Politics can affect the competitive marketplace. Were I in the US healthcare business, I would study all the ramifications of the proposed healthcare reform, and would conduct scenario planning exercises to prepare my company for change.

Here are 10 points to consider whether you’re starting or leading an established CI operation regardless of how you’re organized or what country you work in. These points are timeless: I put this list together in the early 1990s. While technology impacts our lives far more than it did then, human nature has not changed, and that’s what’s behind these steps.

1. Identify primary users
2. Focus on critical users’ needs
3. Fashion products to meet users’ needs
4. Be mindful of the company culture
5. Identify & build on infrastructure that supports CI
6. Organize & expand your people network constantly
7. Promote communication
8. Don’t implement automation before people
9. Checkpoint performance always
10. Stay focused

I didn’t include cooperative intelligence when I started my CI career since I was too focused on learning how to do competitive intelligence. Cooperative Intelligence focuses on good communication, solid connections, and being respected as a leader by providing good knowledge and insightful work. CI is more of a back office function: CEOs don’t look to hire people in their c-suite with CI experience. However, many areas within a company do rely on good competitive intelligence–which if communicated well and in a timely fashion–does lead people to respect the CI manager. You can be the greatest executor of competitive intelligence, but if you can’t communicate relevant information and analysis to the right people at the right time, it really doesn’t matter. This is the core of cooperative intelligence in the context of competitive intelligence—being so connected with your internal customers, that you know what to provide when—and get feedback from them, so you stay on target.

Meet August Jackson, Competitive Intelligence Podcast King!

AugustJacksonI first met August Jackson several years ago when he was leading the Washington, DC SCIP chapter. Since then he has taken the program lead for SCIP annual conferences, a monumental task, and is one of the profession’s leading edge users of social media, which he openly shares. I was honored earlier this month when he interviewed me for a podcast on cooperative intelligence. I shared a lot of examples from my experience in sales, and relationship building to create a competitive intelligence process at Bell Atlantic, now part of Verizon. The first 20 minutes is all about how I got into the field of competitive intelligence since I wanted to win more deals as a sales person. The cooperative intelligence discussion starts after that, and consumes most of the rest of the podcast—the last 40 minutes. The right people connections and effective communication are what separate best in class competitive intelligence operations from the rest that rely too heavily on digital monitoring in its many forms and are less sensitive as to how people want to be communicated with.

As August was interviewing me I had the feeling that he had done a lot of podcasts! Check out his podcast postings which go back to 2005. I’ve selected some of my favorites, but there are more!

CI 2020 with Arik Johnson (2009)
Eric Garland the Futurist (2009)
Suki Fuller on Social Networking (2009)
Adrian Alvarez on CI in Latin America (2006)
Alessandro Comai: Mapping & Anticipating the Competitive Landscape (2007)
Roger Phelps on LinkedIn (the podcast) (2007)
Ben Gilad on Strategic Early Warning and Blindspots, & David Hartmann on Proactive Asymmetric Strategy (the podcast) (2006)

You can read August’s blog.  He shared a nice slide deck on competitive analysis in his blog on Sept 17th, from his lecture at Johns Hopkins.

August is a Senior Consultant and specialist in competitive market intelligence and analysis at Verizon Business. His area of expertise is emerging IT and communication (ICT) technologies and their impact on business. Working in the private sector as a competitive intelligence manager with British Telecommunications, AT&T and MCI, he created competitive intelligence materials to support executive scenario planning, to turn insights from sales cycles into priorities and recommendations for operational and product development; maintained industry, technology and competitor profiles for diverse audiences.

August has provided technology trend analysis which guided major strategic decisions, and has developed profiles and delivered training globally. He is also recognized as an expert in the application of advanced secondary research methods including social media in competitive intelligence practice. Just look at his podcast collection and download most of them here!

August holds an Executive MBA from the University of Maryland’s Robert H Smith’s School of Business and earned a BA Cum Laude from the Elliott School of International Affairs at George Washington University. August can be reached at jackson.august at gmail.com.

Are Associations Going the Way of Print Media?: Part II

Association chapters, the grass roots of associations, are often the step-children in the association world since they don’t produce revenue, and many don’t even break even. I think that is particularly true using the traditional model, especially if the association centrally controls chapters versus letting them run themselves.

In today’s world the high cost of in-person chapter meetings has resulted in much lower attendance. Chapter leadership often runs in-person meetings using the same format in the same location year after year. We are certainly guilty of that in our Denver SCIP (Society of Competitive Intelligence Professionals) chapter, which I really hadn’t thought about until I did the research to analyze the location of our members. About half of us work in Boulder and the Northern Denver suburbs, so are not keen on trekking into Denver where we hold our meetings. We have never hosted a Boulder meeting, and then again none of our Boulder members has volunteered to host. They probably didn’t realize that half of us are there!

Recently a few of us put our heads together to start adapting our chapter meeting venue to the reality of today’s dispersed and busy workforce. We are co-hosting a meeting with the Denver APMP (Association of Proposal Management Professionals) chapter on Sept. 25 at 3 p.m. where people will have 3 choices for connection:

1. In person business meeting: 3:00 – 4:30 pm
Ballard Spahr, LLP
1225 17th Street, Suite 2300 Denver, CO  80202
Directions:  http://maps.google.com/maps?hl=en&tab=wl
Cost:  $10 (pay on-site or register through SCIP)

2. Webinar Business Meeting: 3:00 – 4:30 p.m.
Dimdim Webinar: RSVP apmp.colorado@gmail.com, and include name, SCIP/APMP member or guest and David Shipley will email you instructions from Dimdim.
Cost: None

3. Social Meeting: 4:40 p.m. – 6:00 p.m. (or later…)
Location: Prime Bar
1515 Arapahoe Street Denver, CO  80202
(One block away from Ballard Spahr) RSVP: renaylor at wispertel.net
Cost: You pay for your drinks & snacks

The presentation “From CI to the Opportunity: Practical Steps to Winning!”
addresses the competitive intelligence (CI) process and how to use CI to get to the “First Place”—that is winning more business!

Folks are invited to attend any of these venues. If you don’t have time for the meeting, you can meet us at Prime Bar. We are hoping to engage our members by giving them more choices for connection, and the additional cross-pollination between SCIP and APMP members. Just in case you’re interested, here is the detail for things like registration, speakers, etc.

So what are you doing to engage participation and cooperation among your membership at the local association level? We’re considering a LinkedIn Group, a Ning group, or starting a Denver chapter within the already existing CI Ning group. We will Tweet on Twitter about our local meetings under #denverci. Our virtual space will provide 24/7 communication and we will help our members find work through job postings there too.

In the spirit of cooperative intelligence, I am forming a Denver group around intelligence collaboration to include people who are not full-time CI practitioners. For example your job might be in product management, sales, marketing, forecasting, strategic planning or mining information, but intelligence collection and analysis is part of your job. If you’re interested, please contact me at renaylor at wispertel.net and I’ll include you in our future events.

BTW, this is similar to the intelligence collaboration instigated by futurist Eric Garland  on our CI Ning which I invite you to join.

Key Insights to Be a Better Leader in Today’s World

leadershippanelists2009DenIn the spirit of cooperative intelligence I am sharing my takeaways from this workshop on leadership sponsored by Denver-based Sustainable Business Group, a leadership and management consulting firm led by Herb Rubenstein.

Wayne Nelson, Chief Strategist at Anderson Professional Systems Group kicked off the meeting with a discussion about emotional intelligence, telling us the 5 components of emotional intelligence: self awareness, self-regulation, motivation, empathy and social skill from Daniel Goleman’s book, Emotional Intelligence.

What I found even more interesting was his discussion about 6 leadership styles:

Coercive – Tight control over things. “Do what I tell you.”
Authoritative – Build the vision. “Get people to follow where you need to go.”
Affiliative – Promote harmony, cooperation. “Puts people first, tasks second.”
Democratic – Builds on group consensus. “So what do you think?”
Pacesetting – Intent on setting high performance standards. “Do as I do it.”
Coaching – Develop the team or individual for the future. “Try this: How can I support you?”

We all have a tendency towards a particular leadership style.  A good manager is flexible and uses the right style to be effective at the appropriate time. It’s also good to employ people whose styles you lack to keep balance in the workplace.

Jennifer Churchill of Opus Leadership Group focused on talent retention.

She suggests 3 key areas to promote talent retention:
1. Senior Management must be involved (acquisition/retention of top talent)
2. Conduct a gap analysis of your company’s talent to find what’s missing
3. Strong leaders attract and retain strong talent (management by example)
So know yourself and the kind of leader you are.

Kevin Asbjörnson, Founder and Principal Performing Artist of Inspire! Imagine! Innovate!  brought a global aspect to leadership. Music is a global language and inspires whole person leadership by getting us to use the right side of our brain and connect both sides of the brain to bring leadership balance and passion. One take-away for me was that Empathy is the foundation of emotional intelligence regardless of your culture. I had thought it was Self-Awareness. As a behind the scenes primary researcher I am an ‘off the chart’ empath, and don’t think of myself as a leader. I look forward to hearing and experiencing Kevin’s piano performance around leadership. Somehow we didn’t have room for a Yamaha at our session!

Inevitably, the topic of social networks came up in the context of emotional intelligence as people reach out for connection in cyberspace. I have the idea that social networks have taken off since the workplace has become lonely. Gone are the days when a product team meets in the company cafeteria. We work remotely from each other all too often with a lack of leadership and weak connection. We have this human need to connect and cooperate and help each other out. This is increasingly achieved through connections made via social networks!

I liked the saying that Herb shared with us, “Nobody cares what you know until they know you care.” That’s good to keep in mind when you’re connecting, whether through the old fashioned ways of in-person meetings, telephone and email; or the various forms of social networks such as LinkedIn, Twitter and Facebook. Keep that communication two-way and listen!