In this episode of the Work Matters Podcast, host Thomas Bertels and Patrick Farran talk about the power of co-creation. The conversation highlights the importance of involving team members in decision-making processes for significant change initiatives, because people value what they help create. Patrick explains the benefits and challenges of a co-creation approach and provides scenarios where co-creation is effective, such as strategic planning and job crafting, and cautions against performative co-creation. The discussion also touches on appreciative inquiry, the necessity for psychological safety, and the mindset shifts required for leaders to successfully implement co-creation. Patrick shares practical tips for leaders to start small with everyday interactions, ensuring clarity of processes and fostering an environment of constructive conflict and collaboration.

00:00 Introduction to Co-Creation

00:59 Defining Co-Creation

01:49 Pros and Cons of Co-Creation

04:39 Examples and Applications of Co-Creation

06:18 Challenges and Leadership Mindset

10:09 Appreciative Inquiry and Co-Creation

11:35 Getting Started with Co-Creation

14:52 Prerequisites for Successful Co-Creation

25:13 Final Thoughts

Use these links to connect and learn more about Patrick and his upcoming book, 'The Intentional Executive,' which aims to guide leaders in being more intentional and effective in their roles.

LinkedIn: https://www.linkedin.com/in/patrickfarran/

Website: http://www.adlucemgroup.com

Book: https://adlucemgroup.com/the-intentional-executive-prelaunch/

In this episode of Work Matters, host Thomas Bertels talks with independent analyst Dave Friedman about the nuances of AI adoption in large enterprises. They discuss common misconceptions about AI, and the potential risks of integrating AI into business operations. Dave predicts a slower-than-expected adoption in large corporations due to legal, operational, and compliance challenges.

He also highlights the potential job losses in entry-level positions and why gutting these roles is a strategic mistake. The episode provides a deep dive into how companies might strategically integrate AI.

00:00 Understanding AI Output: A Statistical Guess

01:47 Misconceptions About AI

03:52 Risks and Challenges of AI in Enterprises

05:11 Impact of AI on Jobs and Training

07:48 Slow Adoption of AI in Large Companies

12:51 AI Integration Challenges in Enterprises

20:39 Industry-Specific AI Adoption

28:38 AI Winners and Losers

34:35 Conclusion and Final Thoughts

Here is where you can learn more about Dave and his work:

Substack: https://davefriedman.substack.com

LinkedIn: https://www.linkedin.com/in/frieddave/

In this episode of the Work Matters Podcast, host Thomas delves into change leadership with Elizabeth Moran, the founder of Elizabeth Moran Transformation and author of 'Forward: A Playbook Grounded in Neuroscience to Support Leaders Through Change’.

The conversation explores why change is challenging for leaders, practical tips grounded in neuroscience for effective change leadership, dealing with resistance, and the importance of authenticity and empathy in the change process.

Elizabeth emphasizes the need for leaders to manage their own discomfort, view resistance as valuable feedback, and engage teams in constructive dialogues. She also offers a special LinkedIn promotion for her book's audio version!

00:00 Introduction: The Bottomless Pit of Organizational Needs

02:11 Elizabeth's Journey into Change Leadership

05:15 Understanding Resistance and Neuroscience in Change

06:54 Practical Approaches to Leading Through Change

11:53 Handling Tough Conversations and Authentic Leadership

16:20 Balancing Analytic and Empathetic Networks

20:29 Mistakes Leaders Make in Change Management

37:19 The Importance of Self-Care and Resilience

38:07 Conclusion and Resources

Here is where you can learn more about Elizabeth and her work:

Homepage: https://www.elizabethmorantransformation.com

Book: https://www.amazon.com/Forward-Leading-Your-Through-Change/dp/1782792899

LInkedIn: https://www.linkedin.com/in/dr-elizabeth-moran/

Special gift for our listeners: If you buy a hardcopy of her book and connect with Elizabeth on LinkedIn, you get the audio version of the book for free!

In this episode of the Work Matters podcast, host Thomas Bertels and HR thought leader Stela Lupushor explore how AI is reshaping workforce dynamics. Stela highlights the evolving role of HR in equipping line managers with necessary skills for AI-enabled work environments and discusses the implications of AI on workforce metrics and employee development. With a focus on the foundational changes AI brings, Stella also addresses the importance of protecting employees and maintaining human values in the workplace. The episode concludes with insights on how to prepare the HR function for the adoption of AI and the importance of intentional design.

00:00 AI’s Impact on Entry-Level roles

02:57 How AI will reshape workforce planning

04:30 Redesigning Workflows for AI

05:17 Preparing for an Uncertain Future

05:58 The Concept of Work in the AI Era

08:07 Moderna's HR and Technology Merger

10:43 Duolingo's AI-First Approach

13:19 HR's Role in AI Adoption

20:01 AI’s Impact on Entry-Level Jobs

28:30 Rethinking Talent Metrics

36:37 Future of HR Teams

43:59 Conclusion and Contact Information

Here is where you can learn more about Stela and her work:

Homepage: https://www.reframe.work

Book: https://www.humanizinghumancapital.com

LInkedIn: https://www.linkedin.com/in/slupushor

In this episode, Thomas Bertels talks to Andrew Patricio, head of data and AI for UNIDOS US, the largest  Hispanic advocacy and civil rights organization in the United States. In this conversation, Andrew describes how UNIDOS got started on its AI journey, explains the limitations and risks involved with AI, and explores the implications for the workforce, including potential job displacement and the necessity for skill evolution. This episode offers a comprehensive overview of the opportunities and challenges ushered in by AI, providing listeners with valuable insights into the future landscape of work.

To learn more about Andrew's work, visit his blog: https://www.dataeffectiveness.com/blog

In this episode of Work Matters, host Thomas Bertels and innovation management expert Bill Fischer discuss the Chinese company Haier and how its unique operating model has enabled its rapid growth. Bill explains how Haier evolved from its roots as a local refrigerator company to become a global innovator by embracing two big ideas: zero distance to the customer and entrepreneurship.

The discussion covers Haier's use of microenterprises and platforms to enhance customer experience and employee autonomy, highlighting the importance of organizational vitality. Fischer also sheds light on the leadership of Zhang Ruimin, his adherence to Peter Drucker's principles, and the company's dedication to experimentation. Practical insights on fostering curiosity, distributing value, and sustaining organizational changes are shared to inspire leaders to make work more productive and meaningful.

To learn more about Bill and his work, visit his personal website (https://www.fischerideas.com) or his Forbes column (https://www.forbes.com/sites/billfischer/#1dc40bf66af6).

We also highly recommend his books:

- “Reinventing Giants: How Global Chinese Competitor Haier Has Changed The Way Big Companies Transform,” (with Umberto Lago and Fang Liu), Jossey-Bass, 2013.

- “The Idea Hunter: How to find the best ideas and make them happen,” (with Andy Boynton), Jossey-Bass, 2011

- “Virtuoso Teams: Lessons from teams that changed their worlds,” (with Andy Boynton), FT/Prentice Hall, 2005

In this episode of Work Matters, Thomas and his guest Rami Goldratt explore the theory of constraints, its applications, and its impact on organizations. Rami currently serves as CEO of Goldratt Consulting. Over the years, Rami has been involved in consulting engagements with retail, automotive, textile, chemical, and service industries all around the world. Rami is considered one of the most influential leaders of the TOC body of knowledge, specifically in Sales and Marketing, where his work has become standard practice. Rami is also among the pioneers in developing and implementing TOC applications for the education system – guiding of teachers around the world in applying the TOC thinking processes for children’s education.

In this conversation, we explore:

The Big Idea of the Theory of Constraints

- The core concept of TOC is maintaining focus on key constraints that govern the flow of work in a system.

- Identifying and addressing these constraints can significantly improve organizational throughput.

- While the idea is simple, implementing it effectively is not always easy.

Application examples for the application of TOC

- Heavy Engineering: A company manufacturing high-pressure vessels identified welding as a key constraint. By optimizing the workflow and ensuring welders had everything they needed (full kit), they increased throughput by 20%.

- Airlines: Delta Airlines focused on constraints such as gate availability and pilot scheduling to improve flight operations.

- Retail: Ensuring the right merchandise is at the right place at the right time can be a key constraint in retail environments.

Internal vs. Market Constraints

- Constraints are not always internal; market constraints, such as developing better value propositions, can also limit growth.

- Exceptional value is created when an organization can remove significant limitations for their customers.

Impact on Organizations

- Financial Impact: Addressing constraints leads to higher throughput and a healthier bottom line.

- Cultural Impact: Properly managing constraints reduces internal conflicts and disharmony.

- Organizational Harmony: Aligning different sections of the organization around the key constraints creates a more harmonious and effective work environment.

Challenges in Applying TOC

- Bad Multitasking: Common in project-oriented environments where people switch between tasks without completing any, leading to inefficiency.

- Fragmented Workflows: Over-fragmentation of work can cause synchronization issues and misaligned priorities.

- Resistance to Change: Employees and managers may resist new practices and policies that TOC requires for effective implementation.

Design and Scaling of Organizations

- Standardization vs. Non-Standard Work: Standardizing work to reduce dependency on experts is key for scaling, especially in non-standard work environments.

- Expert Utilization: Freeing up experts from non-critical tasks and focusing on training less experienced employees is essential for scaling.

- Organizational Design: TOC helps design organizations that can scale seamlessly by focusing on constraints and removing bottlenecks.

Relationship with Other Methodologies

- TOC is complementary to other methodologies like Lean and Six Sigma. It helps identify where to focus these tools for maximum impact.

- TOC provides a holistic view of the system, guiding where to apply other methodologies effectively.

Overcoming Vicious Cycles

- Identifying and addressing practices and policies that create recurring problems is crucial.

- Example: Bad multitasking leads to longer task durations, growing backlogs, and increased pressure to release tasks quickly, perpetuating the cycle.

To learn more about TOC, we recommend reading “The Goal" by Eliyahu M. Goldratt (Rami’s father and the inventor of TOC). An international bestseller, the book is the oundational text on TOC. Written as a business novel, it is a highly engaging read that has inspired leaders for the last 40 years to take action. 

A new release, "Goldratt's Rules of Flow" by Rami's sister focuses on managing non-standard work environments and project management.

In this episode of Work Matters, Thomas and Tina Robinson discuss why engagement matters for leaders and how to make it personal. 

Tina is the founder of Work Joy, a leadership development and coaching boutique. For 25 years, Tina has played at the intersection of humans, technology, and work. In her corporate days, Tina directed global change management initiatives, overhauled HR functions, transformed team cultures, implemented workforce technology solutions, created and facilitated leadership development programs, and spearheaded complex sales operations programs for organizations such as PwC, Toyota, and SAP. As CEO of WorkJoy, Tina builds on this diverse expertise, making content engaging and relevant as a facilitator and unleashing individual potential as a coach. As a strategic advisor, she applies her systems thinking to align people, processes, and technology with business priorities, helping clients secure the executive commitment needed to drive critical outcomes. Tina is an honors graduate of the University of Virginia (BA) and University of Michigan (MBA) and is certified through the International Coaching Federation. She is a thought leader online and in print, is a sought-after and highly rated speaker at international conferences, and is a former adjunct professor at Loyola Marymount University. 

In this conversation, we explore:

Why employee engagement matters

- Engagement is the emotional and social connection employees have with their work.

- High engagement leads to better performance, reduced sick days, and higher revenue.

- Organizations with high engagement levels see better customer service and overall results.

What is the current state of engagement 

- Gallup's latest survey shows engagement is at its lowest since 2013, with only 30% of employees feeling engaged.

- The majority of employees (70%) feel disengaged, highlighting a significant challenge for organizations.

What are common pitfalls of engagement programs

- Many organizations view engagement as an output rather than an input, leading to ineffective programs.

- Engagement is personal and varies from individual to individual; broad programs often fail to address these unique needs.

Why and how to personalized engagement

- Leaders should have personal conversations with employees to understand what engages them.

- These conversations should be ongoing, not just during the hiring process.

- Understanding individual motivators and needs is crucial for maintaining engagement.

How leaders can facilitate engagement

- Leaders should create environments that support engagement conversations.

- Engagement is a two-way street, requiring both leaders and employees to communicate openly.

- Leaders should be brokers, aligning organizational needs with employee desires.

- Invest in training leaders to have meaningful engagement conversations.

- Use engagement surveys as a tool, but ensure follow-up actions are taken based on the results.

- Focus on metrics that directly contribute to business outcomes, such as turnover and retention of high performers.

- Creating a psychologically safe environment is key to fostering engagement.

- Trust is built through consistent, supportive interactions between leaders and employees.

Engagement is a challenge but not impossible to improve with the right strategies. Personalized approaches and fostering open communication are essential. Tina emphasizes the importance of making engagement personal through better conversations.

To learn more about Tina and her work

- Connect with Tina Schust Robinson on LinkedIn: https://www.linkedin.com/in/tinaschustrobinson/

- Email Tina for an exploratory conversation: [email protected] 

- Visit her website: www.workjoycoaching.com 

This one-pager provides a practical resource for managers: https://www.dropbox.com/scl/fi/dkpai7o47bh3wvjpyg2a0/Talent2022_Robinson_StayConversation_4-13-22_handout.pptx

In this episode of Work Matters, Thomas talks with Bruce Rosenstein, the managing editor of the acclaimed business journal ‘Leader to Leader’ and a longtime student of Peter Drucker's work, about the relevance of Drucker's management theories in today's world. 

Bruce first got introduced to Drucker’s ideas in the mid-1980s while studying library management at Catholic University, where he encountered Drucker's textbook, "Management: Tasks, Responsibilities, Practices."

The discussion explores some of Drucker’s most important  ideas: designing work for knowledge worker, innovation, systematic abandonment, and the role of leaders.   

Despite technological advances such as AI and the internet, Drucker's timeless concepts of effectiveness and knowledge work remain applicable. Drucker's insights into being effective, originally detailed in "The Effective Executive," continue to guide leaders in various fields.

Drucker was a pioneer in recognizing the importance of knowledge work in the 1950s. He also believed knowledge workers should design their own jobs, focusing on accountability, responsibility, and effective time management. The role of managers is to support employees in shaping their roles to enhance productivity and fulfillment.

Drucker's concept of "the future has already happened" suggests that current innovations, such as AI and electric vehicles, will have long-term impacts that organizations need to anticipate and adapt to to stay relevant.

Drucker's idea of "systematic abandonment" involves regularly evaluating and discontinuing activities that no longer serve the organization’s goals. Combining this with continuous improvement (Kaizen) can lead to innovative and efficient practices.

Drucker advised leaders to understand their role in the big picture of the organization and to focus on relationships, continuous learning, and effectiveness to drive personal and organizational success.

He also emphasized the importance of achievement over financial gain, suggesting that accomplishment can be a powerful motivator. Though not explicitly an advocate of servant leadership, Drucker’s ideas align with creating conditions for others to succeed.

Bruce Rosenstein shares valuable insights on how Peter Drucker's timeless ideas can still guide leaders today in making work more productive and meaningful. Drucker's principles of effectiveness, innovation, and systematic improvement continue to offer valuable guidance for modern organizations.

Follow Bruce on LinkedIn for daily Drucker quotes: https://www.linkedin.com/in/bruce-rosenstein/

Visit Bruce’s website to learn more about his work: https://brucerosenstein.com

Bruce’s two books about Drucker can be found here: 

• Create Your Future the Peter Drucker Way (https://www.amazon.com/Create-Your-Future-Peter-Drucker/dp/0071820809)
• Living in More Than One World (https://www.amazon.com/Living-More-Than-One-World/dp/1576759687)

In this episode of Work Matters, host Thomas Bertels welcomes Steve Crom, former chairman and partner emeritus of global consulting firm Oxygy. With over four decades of experience in transforming work and improving productivity for leading global companies, Steve shares his insights on managing across cultures and how national culture influences how work gets done. Drawing from his personal experience as well as research by Fons Trompenars, Steve offers a practical framework for understanding differences in national cultures by looking at two dimensions:  Structure (egalitarian vs. hierarchical) and focus (people-centered vs. task-focused).  He describes the four basic archetypes and explains why understanding cultural differences is crucial for global leaders to effectively manage and motivate their teams.

Thomas and Steve explore the challenge of balancing global standardization with the need for local adaptation and ownership. Steve explains that while global companies benefit from economies of scale and standardized operating models, these can sometimes conflict with the unique cultural characteristics of different regions. He suggests a pragmatic approach where countries are clustered into archetypes based on similarities, allowing for a more manageable number of models that can be tailored to fit the specific needs of each cluster.

Emphasizing the importance of involving local employees in the design and implementation of solutions to ensure they are culturally appropriate and effective, Steve shares an example of a sales organization operating in multiple European countries that successfully optimized local processes by first asking teams from each country to design a solution for their local challenge - and then share that solution with their European peers, inviting them to adapt what makes sense - and reject what does not. 

Steve concludes by discussing the practical implications for global leaders, the importance of humility and curiosity, and the value of helping people achieve their goals in ways that make sense to them, avoiding the imposition of one-size-fits-all solutions.

Overall, this episode of Work Matters highlights the complexities of managing across cultures and underscores the importance of cultural sensitivity and adaptability for global leaders. Steve/s experiences and insights offer valuable lessons for anyone looking to navigate the challenges of a globalized workplace effectively.

To learn more, we suggest the following article: 

https://www.isixsigma.com/europe/using-six-sigma-europe-cross-cultural-perspective/