Workplace Stories by RedThread Research

Workplace Stories by RedThread Research

By Stacia Garr & Dani JohnsonBusinessManagement
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Workplace Stories by RedThread Research episodes

  • How McKinsey Is Rewiring L&D for the AI Age: Heather Stefanski
    This week on the podcast, we welcome Heather Stefanski, Chief Learning and Development Officer at McKinsey & Company. We explore how organizations like McKinsey are reimagining employee development for the age of AI, shifting learning into the flow of work, focusing on systems and purposeful apprenticeships, and embedding L&D directly into workflow design. You'll also hear all about the evolving skill sets for L&D teams and the importance of updating how we measure development. 
    You will want to hear this episode if you are interested in...
    • 00:00 Integrating development into AI assistants
    • 04:49 Heather's role at McKinsey
    • 08:32 Developing skills in the workplace
    • 16:08 Designing developmental workflows with AI
    • 24:56 Understanding skill proficiency levels
    • 26:25 Building agentic development solutions
    • 30:53 Assessing AI proficiency levels
    • 33:18 Future skills focus at McKinsey
    • 42:55 AI in performance evaluations
    • 53:13 Using AI for feedback and review


    Rethinking Language: Why Development Surpasses Training
    One of the first shifts Heather Stefanski identifies is a deliberate move away from talking about “training” or even just “learning.” Instead, McKinsey centers its L&D strategy on development, a more holistic approach that encompasses formal programs, feedback mechanisms, leadership modeling, and real-time experiences in the flow of work.
    For McKinsey, development is inseparable from business outcomes, and employee development is critical to the firm’s value proposition. This means McKinsey designs work intentionally to be developmental, combining upskilling, leadership building, and project experiences into a seamless ecosystem.
    Purposeful Apprenticeship
    Heather discusses embedding rituals, such as performance check-ins and feedback sessions, directly into core workflows to build a system grounded in purposeful practices. By standardizing these rituals, McKinsey can even quantify the impact of great teachers on advancement, and L&D becomes part of organizational culture rather than a siloed function.The New Learning Tech Stack
    One of the most exciting transformations is McKinsey’s ongoing work to blend learning seamlessly into technology-enabled workflows. Rather than relying solely on traditional LMS platforms, McKinsey is embedding learning designers into business teams that are building agentic workflows—AI-powered systems that guide, prompt, and provide real-time feedback as employees work.
    AI agents are being designed to do more than just increase productivity. Heather emphasizes that agents should also foster professional development by challenging users, prompting reflective questions, and offering immediate coaching. This shift pushes L&D professionals to evolve their skills, requiring fluency not just in instructional design but in data analysis and collaborative workflow engineering.
    What Skills Do Employees Still Need?
    As AI tools automate routine tasks, think aligning PowerPoint columns or data cleanup, McKinsey is strategically deciding what to stop teaching, redirecting focus to what keeps the firm distinctive: problem solving, judgment, metacognition, systems thinking, and authentic leadership. Purposeful abandonment of now-obsolete skills is as vital as doubling down on those that matter, ensuring development keeps pace with the shifting demands of knowledge work.
     Resources & People Mentioned
    • Lisa Christensen on LinkedIn 
    • mckinsey.com
    • Cursor
    • CLO Lift Group 

    Connect with Heather Stefanski
    • Heather Stefanski at McKinsey & Company 
    • Heather Stefanski on LinkedIn 

    Connect With RedThread Research
    • Website: RedThread Research
    • On LinkedIn

    Subscribe to WORKPLACE STORIES
    58 min
  • Challenges and Solutions for Supporting Frontline Teams: JD Dillon
    Frontline workers form the massive, beating heart of the global workforce, constituting up to 80% of all employees. But their enablement, experience, and upward mobility often remain quietly neglected. We sit down with J.D. Dillon, author of the upcoming Frontline Enablement Playbook, to dissect the persistent challenges these vital employees face and explore how organizations can better support and empower the often-overlooked deskless workforce.
    We discuss why frontline managers are structurally trapped, JD breaks down a hierarchy of frontline worker needs, and shares more about the essential role of connection—over traditional training—and why genuinely understanding, not "othering," frontline experiences is key to meaningful change. 


    You will want to hear this episode if you are interested in...
    • [00:00] How organizations support their managers
    • [12:08] Understanding the frontline workforce
    • [28:42] Improving employee retention strategies
    • [36:39] Measuring impact on frontline work
    • [40:33] Inviting in frontline employee feedback
    • [48:40] Challenges faced by frontline managers
    • [52:10] Supporting new managers effectively
    • [57:07] AI tools for frontline employees


    Understanding the Structural Trap for Frontline Managers

    Managers are often tasked with driving outcomes, hitting KPIs, retaining staff, and resolving customer complaints, but can be denied the resources or authority necessary to actually effect change. Everything in organizations is pushed through managers, but the visibility and empowerment of frontline managers is substantially less than that of their corporate peers, making both their influence and recognition of their struggles far more limited. This leads to a burned-out, under-supported middle layer that directly impacts both employee engagement and business performance.

    Connection Over Content


    Traditional strategies for improving frontline performance tend to default to more training or pressuring managers to be the catch-all for corporate initiatives. But this approach is not just incomplete—it may even be counterproductive. Instead of overloading managers with binders and leadership development modules, organizations should focus on fostering connection—especially enabling peer connections among frontline managers at different locations. Meaningful conversations, mentoring, and crowdsourced problem-solving trump content-driven learning. Managers, after all, best learn from each other’s lived realities, not generic directives.

    The Hierarchy of Frontline Needs


    At the core of Dillon’s framework is a hierarchy of needs for frontline workers:
    • Livelihood – The basic requirement: fair pay and benefits, recognizing that for many, work is first and foremost about economic necessity.
    • Stability – Reliable schedules, clear policies, and the ability to plan life around work.
    • Community – A sense of belonging and connection with coworkers; the knowledge that one’s immediate work environment isn’t built around corporate KPIs, but relationships.
    • Culture and Purpose – The “top” of the pyramid: tying individual roles to broader organizational purpose and values.

    Organizations often leap to culture-focused initiatives while neglecting the foundational layers. Without addressing pay, scheduling, and daily support first, those higher-order efforts rarely stick.

    Tensions, Trade-offs, and Small-Scale Change


    Frontline management must constantly navigate tensions such as being tasked with outcomes but denied the necessary authority, being pushed to develop staff but overwhelmed by daily operational issues, and being measured by metrics that don’t always reflect lived realities. JD believes that these tensions don’t have simple solutions; they have to be navigated, not "fixed".

    Large-scale, top-down changes are rare. Instead, incremental improvements, like investing in small process shifts, removing single pain points for managers, or fostering peer communities, can create real traction every shift. “Every shift counts, small shifts matter,” according to JD.

     Resources & People Mentioned
    • The Frontline Enablement Playbook by JD Dillon
    • Sapiens by Yuval Noah Harari

    Connect with Guest Name
    • JD Dillon’s Website
    • JD Dillon on LinkedIn
    Connect With Red Thread Research
    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    1 hr 5 min
  • Transforming Performance Management in the Public Sector: John Barrand
    In this episode, we sit down with John Barrand, CHRO for the State of Utah, to discuss an inspiring transformation in public sector performance management. John led a bold effort to overhaul Utah’s performance management system—moving it from a culture of “adequacy” and silence to one focused on learning, growth, connection, and accountability. John shares how he and his team achieved legislative change requiring quarterly check-ins, implemented management training, and shifted the state’s mindset around performance and development.

     You will want to hear this episode if you are interested in...
    • [01:16] Initial state of Utah’s performance management system
    • [06:23] Value of continuous learning and curiosity in government 
    • [10:06] Defining the “why” for performance management in Utah
    • [17:02] Risks and Resistance in Systemic Change
    • [20:06] Quarterly employee check-ins initiative
    • [25:59] Balancing fairness and measurement without alienating staff 
    • [34:28] Creation of a system-wide talent mobility program 
    • [40:01] Development of incentive structures and bonus allocations 
    • [44:22] Sustainability and future of the program


    Performance Management is a Sector-Spanning Challenge


    Performance management has a notorious reputation, often maligned as bureaucratic and misaligned. These challenges aren’t confined to just the private sector. Public organizations often face a wealth of bureaucracy and challenges that can inhibit transformation, compounded by a cultural tendency towards silence and an adequacy mindset.

    When John assumed his role in 2021 for the state of Utah, over 70% of employees had an “unknown” performance rating, and only 16% had received annual reviews. The pervasive culture of silence fostered disengagement and suspicion, and performance management, where it occurred, was simply about maintaining adequacy—a relic from nearly a century and a half of defensive bureaucracy.

    From Compliance to Connection


    The first pivotal move was defining purpose. Clarity on the “why” behind performance management is crucial. For Utah, the why was growth: enabling employees to learn and grow while retaining top talent—shifting away from the punitive roots of performance management. As John says: “Employees don’t want feedback, they want connection. They don’t want evaluation, they want attention”.

    One of the new steps John took was to require quarterly check-in conversations with all employees. The effect was transformational: from just 16% of employees having annual reviews to 89% participating in four quarterly check-ins within the first year. This regular cadence broke the culture of silence, making communication a legal and cultural imperative.

    Overhauling the System: What Changed


    Where most organizations tinker at the edges, Utah’s public sector embraced bold, structural change. They implemented legislation for conversations, which included quarterly check-ins and annual reviews, demonstrating a high-level commitment to improving performance management.

    Only 30% of managers previously had any training, and now, over 87% have been developed in crucial skills such as feedback, resilience, and collaboration. Utah also funds performance management by reallocating cost-of-living adjustments and introducing performance-driven bonuses. Goals now consist of both output-aligned objectives and developmental “how” objectives, pushing employees to reflect on and improve their impact.

    Evidence of a Transformed Culture


    Performance conversations have become increasingly meaningful. The organization saw a 40% increase in first-year exits for cause—not a sign of ruthless weeding out, but of identifying and addressing performance issues sooner, thereby improving overall health without a drop in retention. High-potential (HIPO) employee retention rates rose 16% above the general population, and newly calibrated bonus systems rewarded and motivated top talent. Utah’s success has garnered attention from major institutions—including Harvard and the London School of Economics—looking to distill lessons from its model.

     Resources & People Mentioned
    • Utah Governor's Office
    • Utah Legislature
    • Harvard University
    • LSE 
    • HB0104
    • GRIT Initiative      

    Connect with John Barrand
    • John Barrand

    Connect With Red Thread Research
    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    50 min
  • Designing Future Narratives in a Changing Workplace: Lisa Kay Solomon and Jeffrey Rogers
    In this episode, we welcome Lisa Kay Solomon, designer-in-residence at Stanford's d.school and host of the "How We Future" podcast, and Jeffrey Rogers, principal of Learning and Facilitation at Radical and co-founder of Projectory. We discuss why foresight—the ability to anticipate and design the futures we want—is everybody's job, not just the domain of senior leaders or specialized futurists. They challenge the idea that organizations operate on an "official future" built from unexamined assumptions, and explore how narrative shapes both our approach to work and our readiness for rapid change, especially in the face of AI disruption.

     You will want to hear this episode if you are interested in...

    • [00:00] Rethinking future-focused leadership
    • [03:39] HR's evolving role in shaping the future
    • [07:18] Understanding contested narratives and the potential to challenge them 
    • [21:50] The importance of adopting futures thinking through broad learning across multiple perspectives
    • [25:47] Strategic foresight and future practices
    • [35:13] Rethinking knowledge and learning priorities
    • [39:21] Reflecting on AI adoption barriers
    • [47:08] Helping leaders develop future-oriented skills
    • [51:14] Looking ahead to the future

    The Leadership Muscle We Forget to Use


    One of the most powerful ideas to emerge from the conversation is that of foresight as a "leadership muscle." Most leaders are trained and incentivized to focus on quarterly results and annual plans. The urgent often squeezes out the important, leaving little room for the kind of long-term, strategic thinking that anticipates disruption rather than simply reacts to it.

    Foresight isn't someone else’s job—it's every leader's job. Yet, most organizations have let this muscle atrophy. Through scenario planning and immersive exercises like those facilitated at last year’s Summit, the hosts argue that HR and organizational leaders can rediscover the collective ability to inquire, imagine, and influence the future, rather than endure it.

    Challenging the "Official Future" and the Power of Narrative


    Every organization operates on an "official future," a set of unspoken assumptions about what tomorrow holds. In stable times, these guiding narratives are rarely questioned. But when the world is in flux, from technological disruptions like AI to geopolitical shocks, such narratives become vulnerabilities.

    Leaders, especially in HR, have a responsibility to both recognize and challenge prevailing stories about the future. Wherever there’s a narrative, there’s also the possibility for a counter-narrative, and organizations need to cultivate the skill of holding multiple possible futures in mind, letting diverse perspectives inform strategic choices rather than defaulting to inherited assumptions.

    Building Organizational Foresight: Tools, Skills, and Community


    The value of events like the Red Thread Summit lies in three core takeaways: the experience of stepping back to envision the future, a toolkit of practices that can be applied immediately, and the creation of a community dedicated to learning and experimentation.

    There are three critical skills:

    • Recognizing the narrative: Are you taking assumptions as fact, or seeing them as just one possible story?
    • Crafting your own narratives: Are you able to articulate clear, alternative futures?
    • Communicating vision: Can you equip others to see and believe in those visions?

    Perhaps nowhere is the need for foresight and narrative-shaping more acute than in the realm of AI and automation. Today’s leaders are under immense pressure to adopt and justify new technologies, to navigate uncertainty, and to avoid being blindsided by change.
    A key theme is the emerging digital (and AI) divide: those who are experimenting, learning, and shaping technology are pulling ahead, while those waiting for certainty risk being left behind. Learning, experimentation, and cross-pollination are essential. 

    Creating the Conditions for Resilient Futures


    Rather than chasing after blueprints or one "correct" answer, try to cultivate a design mindset: creating organizational conditions in which new ideas and approaches can flourish. This means expanding our definition of leadership to include not just the preservation of knowledge, but the nurturing of curiosity, experimentation, collaboration, and adaptability. 

     Resources & People Mentioned

    • Peter Drucker
    • Articles by Lisa Kay Solomon 
    • Pascal Finette on LinkedIn 
    • Implications Wheel
    • View from the Future at Stanford d.school  
    • Hazel Henderson

    Connect with Lisa Kay Solomon and Jeffrey Rogers

    • Lisa Kay Solomon on LinkedIn 
    • Jeffrey Rogers on LinkedIn 
    Connect With Red Thread Research

    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    53 min
  • How Workplace Culture Shapes Business Success: Ron Storn
    This week, we’re sitting down with Ron Storn, Chief People and Culture Officer at Truckstop, to discuss culture—how it forms, who owns it, and how it scales in growing organizations. We explore the relationships between systems, processes, and cultural values, and discuss signs of cultural breakdown and the keys to recovery. We also discuss how AI is reshaping workplace dynamics, hiring practices, and performance management, and Ron offers practical, research-based insights and strategies for understanding and supporting positive workplace culture. 

    You will want to hear this episode if you are interested in...

    • 00:00 How company culture is formed
    • 09:19 Building strong HR and leadership systems
    • 11:54 Creating a positive culture for business success
    • 18:59 Scaling and preserving company culture
    • 22:53 Defining team behaviors and principles
    • 29:26 Aligning culture with decision-making
    • 32:13 Signs of a broken workplace
    • 36:50 Challenges with management and team culture
    • 41:45 Advantages of remote vs in-person work
    • 44:56 AI's impact on workplace culture


    Defining Culture


    Some companies treat culture as little more than a list of values on the wall, disconnected from the day-to-day decisions and actions that define what it’s really like to work there. Ron believes culture is best understood as a set of shared behaviors, decision rights, and expectations to determine how a company actually executes its strategy when no one is watching. It’s how decisions are made, how people are hired or rewarded, and how work gets done when leadership isn’t in the room.

    In smaller organizations, culture often starts with a clear vision or set of norms, and systems are built around it. As organizations scale, systems and practices increasingly shape (and sometimes reshape) the prevailing culture, the challenge is finding ways to make culture systemic, woven into processes, rewards, and leadership behaviors, so that the company’s values endure as it grows.

    Who Owns Culture? Leadership, HR, and Systems


    While HR is often perceived as the “owner” of culture, Ron believes it should be a shared responsibility, with ultimate ownership being at the very top. CEOs and founders define and embody desired cultural norms, while executive leaders model and cascade those norms through decisions and behaviors. HR’s role is to craft the mechanisms for how people are hired, evaluated, and developed to reinforce the company culture at scale. If only HR champions culture while leadership pays lip service or models different behaviors, culture will break down. Everyone, especially managers, must reinforce and live the culture for it to endure.

    Signs of Cultural Erosion and How to Recover


    When culture unravels, it’s usually a gradual process, increasing decision friction, high performers becoming disengaged, and inconsistent behaviors creeping in across teams. If left unchecked, the result is a loss of trust, bureaucracy, and top talent walking out the door.
    Recovery is possible, but it needs radical transparency and recommitment.

    Ron recommends that organizations in crisis go back to their roots and principles, engaging teams in candid conversations about what must change. Leaders should model vulnerability, drive clarity on decision-making and expectations, and ensure every manager is accountable for rebuilding the cultural fabric.  

    Resources & People Mentioned

    • Truckstop.com 

    Connect with Ron Storn

    • Ron Storn on LinkedIn 

    Connect With Red Thread Research

    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    57 min
  • A Culture of Development at the Federal Reserve Bank of New York: Jenna Filipkowski
    On this episode, we’re with Jenna Filipkowski, the Head of Learning and Development at the Federal Reserve Bank of New York. With a background in organizational psychology and research, Jenna brings a fresh, outsider perspective to the world of L&D, challenging traditional approaches and driving innovation within the unique environment of the Fed.

    We discuss the importance of team development over individual learning, the shift from self-directed "Netflix of learning" approaches to more guided, in-person experiences, and the crucial role of branding and communication in building credibility for L&D organizations.  

    You will want to hear this episode if you are interested in...

    • 00:00 Team-based learning evolution
    • 05:06 Improving the workforce experience
    • 07:59 Embracing opportunity in HR leadership
    • 15:46 Team coaching as facilitation
    • 19:56 Aligning learning with business goals
    • 25:40 In-person vs. virtual leadership training
    • 33:12 Improving organizational learning through data
    • 37:46 Cohesive branding and storytelling
    • 40:20 Leadership accountability and development
    From Individual Focus to Team Development

    Historically, L&D programs have targeted individual upskilling and career navigation. At the Federal Reserve Bank of New York, Jenna Filipkowski is pioneering an approach grounded in 6 Team Conditions, a research-backed model that moves beyond one-off workshops.
    Her Energize program uses diagnostics, assessments like Hogan and Insights Discovery, and customized workshops to identify and strengthen the underlying conditions for team success. Rather than a one-size-fits-all or quick-fix model, teams undergo a tailored process, allowing for deeper systemic improvement. It’s about giving teams the tools and support to accelerate their performance because they’re set up for success, not just treating every challenge as an off-the-shelf problem.

    The Death of Netflix of Learning


    For years, L&D has been swept up by the promise of Netflix learning, providing endless on-demand content and empowering employees to self-direct their learning journeys. But this laissez-faire model has started to unravel, because organizations and individuals are craving more structure and intentionality. 

    At the New York Fed, the move to in-person, cohort-based programs is intentional. In-person learning provides social connection, time to focus, and shared experience, resulting in deeper reflection and lasting impact. While technical upskilling may still leverage digital and asynchronous methods. Blending modalities based on program intent, not defaulting to digital just because it’s easier.

    Branding L&D


    Standing out in a large, multifaceted organization is a challenge for any L&D team, and Jenna’s approach is to treat L&D as a brand. Programs at the Fed share unified branding with cohesive names and visual identity, making offerings memorable and fostering a sense of exclusivity and aspiration.

    Branding goes hand-in-hand with effective communication. Frequent roadshows, town halls, engaging graduation ceremonies, and leadership conferences help communicate value not only to employees but also to senior leadership. 

    Measurement and Accountability


    At the Fed, Jenna and her team use a mix of reach, participant demand, stakeholder feedback, and practical business cases solved to demonstrate L&D’s value. They push to correlate L&D participation with metrics like engagement and retention—demonstrating impact beyond traditional learning outcomes. The vision for the future includes more robust, passive data collection and real-time intelligence—but for now, using multiple data sources creatively is key.

    As workplaces shift once again, the future of L&D will center on three things: helping people grow in their roles, building strong leaders, and fostering connection through learning alongside others. The journey away from content chaos and toward strategic, human-centered, and measurement-driven L&D is just beginning. 

    Resources & People Mentioned

    • Hogan Development Survey 
    • Insights Discovery® 
    • 6 Team Conditions

    Connect with Jenna Filipkowski

    • Jenna Filipkowski on LinkedIn 

    Connect With Red Thread Research

    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    48 min
  • Strategic Workforce Planning: David Edwards
    Strategic workforce planning is back, and not in a nostalgic “this trend is back around” kind of way. It is back because the old staffing model, react late, hire fast, hope the market delivers, is failing more often than it works. The biggest misunderstanding is still the same one: strategic workforce planning is not long-term headcount forecasting. It is not a spreadsheet exercise dressed up with better visuals. It is a business discipline that exists for one reason, to stop leaders from committing to strategies the workforce cannot deliver.

    In this episode of Workplace Stories, David Edwards, author of The Strategic Workforce Planning Handbook, lays out a definition of SWP that is refreshingly usable. Strategic workforce planning is workforce planning for the strategic things in the organization, not an attempt to plan the entire workforce. That single shift makes SWP more approachable, more realistic, and far more effective.
    If you have not listened yet, this is one of those episodes worth hearing end-to-end. The conversation is practical, occasionally blunt, and full of the kind of “this is what actually happens inside companies” detail that most workforce planning content avoids.

    You will want to hear this episode if you are interested in...

    [00:00] A clearer, more usable definition of strategic workforce planning.
    [00:43] Why SWP is back right now.
    [03:20] How SWP supports scenario thinking without false precision.
    [09:50] The questions SWP must answer to be useful.
    [11:40] Uncertainty, talent scarcity, and skills half-life as drivers.
    [14:30] Why SWP is an exercise in ambiguity, not certainty.
    [17:20] Why SWP works best as a business process, not an HR project.
    [20:05] What HR should do if it is not included in strategy conversations.
    [22:00] How to define “strategic” beyond leadership roles.
    [25:10] Why tasks matter more than skills for future work.
    [28:00] The contextual data missing from most workforce planning.
    [31:15] How AI forces better workforce planning questions.
    [41:20] What happens when SWP forces leaders to narrow priorities.
    [45:30] What to do when the business will not listen.
    [46:45] Why this work matters at the human level.

    Strategic Workforce Planning Starts With One Uncomfortable Question

    Strategic workforce planning becomes useful the moment it stops pretending it can predict the future. The real starting point is simple: Is the workforce fit for the organization’s future business purpose? That framing does two things immediately. First, it moves SWP out of the “HR process” bucket and into the “business execution” bucket. Second, it forces the conversation away from false certainty and toward risk, trade-offs, and feasibility.

    One of the most helpful parts of this episode is how clearly the conversation draws a line between strategic and long-term. Strategic does not automatically mean five years out. In some organizations, planning 15 months ahead is strategic compared to how they have historically operated. If you want the cleanest definition of SWP in the most human language possible, it is worth listening to the early part of the conversation where this is unpacked in real time.

    Why Workforce Planning Has Returned

    Workforce planning always comes and goes. It resurfaces when the world feels unstable, and it fades when leaders believe they can hire their way out of problems.Right now, hiring your way out of problems is not working.There is too much uncertainty, and it is coming from too many directions at once. Geopolitical instability affects where work can happen. Talent shortages continue to constrain hiring. Skills decay faster than most organizations can reskill. Generational shifts are changing expectations around mobility and development. And technology is changing the shape of work itself.

    The point is not that leaders suddenly became more disciplined. The point is that the environment is forcing discipline.Strategic workforce planning is the response to that reality. Not because it gives certainty, but because it gives options. It gives a way to talk about what might happen without having to pretend anyone knows exactly what will happen.

    Strategic Workforce Planning Works When It Stops Being “HR’s Thing”

    A lot of SWP efforts fail for a predictable reason. They are treated like an HR deliverable. A report. A deck. A spreadsheet. A set of numbers handed over to leadership. Strategic workforce planning is not a deliverable. It is a business process. It is a feasibility process. It is a risk conversation. One of the strongest through-lines in this episode is the idea that HR must initiate this conversation, not because HR owns strategy, but because HR holds the missing information. HR knows things about recruiting realities, workforce behavior, retention patterns, internal mobility, and capability development that business leaders often overlook.

    But knowledge is not enough. The shift HR has to make is from reporting to synthesis. People analytics without business context is just numbers. When workforce data is layered onto business strategy, a story emerges. A small function may be revenue-critical. A demographic cliff may be coming. The external market may not supply replacements. The timeline may be unrealistic.This is where SWP becomes sharp.

    Strategic Does Not Mean Leadership Only

    Many organizations quietly turn strategic workforce planning into succession planning. They define strategic as director and above, focus on leadership roles, and build plans around titles. That is leadership continuity planning. It is not strategic workforce planning. Strategic workforce planning is about what is material. Sometimes the most strategic workforce segment is a small team of individual contributors with rare expertise and direct revenue impact. They may never appear in succession planning decks. They may not have high-profile titles. But losing them becomes a board-level issue the moment revenue drops or delivery fails. 

    Skills Are Not the Answer, Tasks Are the Missing Middle

    Skills still matter, but the skills conversation has gotten out ahead of itself. The problem is not that skills are irrelevant. The problem is that skills are being treated as the answer to a question they cannot solve. Skills describe people. Work is made of tasks. People use skills to perform tasks. That middle layer is what connects workforce planning to reality. This becomes especially obvious when AI enters the picture. AI does not simply change which skills people need. It changes which tasks exist, how tasks are performed, and which tasks no longer require a human at all. If an organization cannot describe how work is changing at the task level, the skills conversation stays abstract. It becomes a taxonomy exercise instead of a planning exercise .This is one of the most useful reframes in the conversation, and if you are wrestling with the skills-versus-tasks debate inside your organization, it is worth hearing how this is discussed in context.

    Workforce Planning Has to Include the Person, Not Just the Skill

    A skill taxonomy can tell an organization that someone has a skill. It cannot tell the organization whether that person wants to use it. Whether they have demonstrated it in real execution. Whether they are willing to take on leadership. Whether they just moved into a role and are still ramping. Strategic workforce planning becomes more realistic when it includes contextual data, not just skill labels. This is where SWP becomes less about classification and more about decision-making. It stops treating people like skill containers and starts treating them like human beings with preferences, histories, and constraints.

    HR Influence Requires Persistence, Risk Language, and Political Skill

    Even when HR gets the analysis right, many organizations still do not listen. That is not paranoia. It is often true. In environments where HR has historically been transactional, leaders do not expect HR to challenge strategy feasibility. They do not expect HR to raise uncomfortable risks. They do not expect HR to show up with options. Strategic workforce planning forces HR into a different posture. It requires HR to speak in the language of risk, to persist, and to get political when necessary. If one group will not listen, find another that will. Engage operational risk. Borrow credibility. Use the channels that the organization already respects. This is one of those episodes where the advice is not theoretical. It is practical, and it is the kind of thing HR leaders often need to hear said out loud.

    Connect With David Edwards

    David Edwards on Linkedin

    Connect With RedThread Research
    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter
    50 min
  • Authentic AI Adoption and Cultural Impact: Dessalen Wood
    From overcoming initial anxieties through hackathons and playful experiments, to setting an ambitious organizational roadmap for AI, Dessalen Wood shares how Syntax is embedding artificial intelligence across departments, focusing on pragmatic progress rather than hype.

    You’ll hear stories about driving excitement, learning by doing, and the all-important challenge of measuring real impact. More than just technology, this episode dives into the culture shifts, collaboration with IT, and leadership mindsets that are pushing companies out of their comfort zones and into the future, while keeping authenticity and humanity front and center.

    You will want to hear this episode if you are interested in...

    • 00:00 Overcoming AI fear through collaboration
    • 03:30 Defining AI readiness today
    • 09:55 AI's role in business transformation
    • 15:46 AI anxiety in the workplace
    • 22:05 Making AI adoption fun
    • 28:11 AI expertise requires human touch
    • 36:42 AI strategy: Three layers explained
    • 41:31 True transformation vs. improvement
    • 53:21 Rethinking work, technology, and AI

    Overcoming AI Anxiety

    Early stages of AI adoption in organizations are often marked by fear. Employees worry about being displaced, making mistakes, or failing to keep up. At Syntax, Dessalen Wood and her fellow leaders tackled these concerns by creating safe, engaging, and transparent opportunities to experiment.

    One of the most effective strategies was an organization-wide AI hackathon. Everyone, regardless of their role, was invited to submit ideas for automation and improvement—ideas that the tech team then built. Not only did this demystify AI, but it also provided a healthy dose of competition and excitement. Dessalen describes that, “Instead of people fearing automation, it became a competition... People were saying, please, automate my tasks!” This shift from apprehension to enthusiasm helped break through adoption barriers and foster a culture of creative problem-solving.

    Structuring Success: A Multi-Layered AI Roadmap

    Syntax’s approach moves AI from a buzzword to a set of actionable strategies. The leadership distinguished between three core areas:
    1. Department Initiatives: Leveraging AI for productivity and process improvement within teams
    2. Customer Value: Enhancing solutions and services delivered to external clients
    3. Business Transformation: Reimagining core business models and operations for strategic advantage
    Many organizations mistakenly assume one AI initiative will magically improve all three—but real impact comes from tailored strategies for each. In practice, this means differentiating between continuous improvement (making existing tasks more efficient) and true reinvention (fundamentally transforming how and why work gets done).

    The creation of AI champions, employees trained as internal advocates and solution designers, helped ensure that innovative ideas didn’t just sit in a backlog. Instead, those not ready for large-scale investment could be adapted, piloted, and iterated by these champions, keeping the spirit of experimentation alive while prioritizing resources for the highest-value initiatives.

    The Human Element: Authenticity, Experimentation, and Measurement

    As AI tools become more prevalent, a new challenge emerges: maintaining authenticity in communication, development, and leadership. The team discussed the “hollowed-out leader” phenomenon—where over-reliance on AI could dilute critical thinking and personal investment. Dessalen explains why expertise, context, and human customization are more important than ever: If it doesn’t demonstrate expertise and isn’t highly curated, it just turns people off.

    Measurement is also evolving. Early wins in AI productivity are being tracked, not just in terms of completion rates or tool adoption, but in demonstrable business outcomes and stretch goals. Syntax uses tools that help employees articulate their productivity gains and set new impact targets, ensuring that activity translates into organizational value.

    Resources & People Mentioned

    • Experience Qualtrics Management Resources 

    Connect with Dessalen Wood

    • Dessalen Wood on LinkedIn 
    Connect With Red Thread Research

    • Website: Red Thread Research
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    • On Facebook
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    59 min
  • Five Levels of Becoming AI Native: Melissa Reeve
    The way organizations think about artificial intelligence (AI) in the workplace has shifted dramatically over the past few years. While early conversations centered on isolated experiments and technological hype, organizations now face the much harder task of integrating AI into the fabric of how work gets done. We welcome Melissa Reeve, author of “Hyper Adaptive: Rewiring the Enterprise to Become AI Native,” to discuss what AI adoption really means for people, processes, and culture.
    Melissa tackles some tough questions about organizational complexity, shifting operating models, and the critical role of culture and systems thinking in successful AI integration. Listeners will get candid advice on starting small, experimenting with purpose, and preparing for the rewiring ahead. You will want to hear this episode if you are interested in...

    • 03:38 Integrating AI into organizations
    • 12:47 AI Native enterprise structure
    • 15:51 Dynamic AI governance framework
    • 18:58 AI implementation foundations
    • 23:56 Process mapping for AI integration
    • 29:44 Balancing efficiency and leadership focus
    • 37:02 Start small with value streams
    • 40:59 Innovative organizational funding models
    • 42:14 Starting a skills-focused organization
    • 47:03 Digital Twins in Product Testing

    Navigating the AI Revolution at Work
    Melissa Reeve’s journey began on the factory floors of Toyota, learning firsthand how small process shifts can drive system-wide change. Building on years of research and influence from Lean, Agile, and DevOps practitioners, Reeve authored a five-stage maturity model she calls hyperadaptive, designed to guide organizations through the incremental steps needed to become truly AI-native.
    The five stages of Melissa's model:

    • Foundation – Build organizational understanding of AI; create dynamic governance structures and clarify guardrails.
     
    • Optimization – Identify and optimize business processes for AI interactions; move beyond basic experimentation.
     
    • Agents & Automation – Develop and manage AI agents that execute tasks and processes autonomously.
     
    • Rewiring – Shift organizational architecture from rigid hierarchies to flexible, value-stream teams funded and incentivized differently.
     
    • Hyperadaptive – Fully sense-and-respond organizations capable of real-time adaptation.

    Melissa splits these into two main categories: Basecamp (the first three stages, where most companies currently operate) and the Emerging Frontier (rewiring and hyper adaptivity).
    Why Organizations Struggle with AI Integration
    According to Melissa, most organizations are stuck because they underestimate the support structures required for successful AI adoption. It’s not just about updating technology, in fact, 70-80% of AI success depends on people, culture, and processes, not algorithms. Companies often rush to deploy AI agents or experiment without a clear North Star, leading to pilot fatigue and an 80% failure rate. Many organizations haven’t even finished laying the foundational groundwork, such as establishing unified governance or mapping work processes.
    Another common pitfall is the tendency to try everything at once. Pressure for fast results drives teams to bite off too much, resulting in burnout and costly errors.
    Moving from Experimentation to Purposeful Transformation
    Playing with AI is not a strategy. While experimentation is necessary, organizations must put bounds on these efforts, know why they're experimenting, what hypothesis they're testing, and what success will look like.
    One necessary precursor is getting to grips with how your organization actually works. Many leaders lack visibility into workflows, decisions, and skillsets, making process optimization difficult. Reeve suggests collaborative process mapping—sometimes supported by AI tools—to unlock tacit knowledge and identify where AI can augment or reinvent workflows.
    Organizing Around Value Streams
    One of the most transformative elements is the shift from function-based silos to cross-functional value stream teams. Melissa draws on examples from Toyota, Zappos, and Unilever—organizations that reimagine workflows, funding mechanisms, and team incentives to deliver value rather than preserve hierarchy. Dynamic budgeting, focused experimentation, and flexible team structures help organizations scale AI success without tearing up everything at once.
    Culture, Upskilling, and Durable Success
    AI’s impact will be decided by how well organizations invest in people. Unilever’s Future Fit program exemplifies this approach, aligning reskilling efforts to individual purpose and business needs. It’s not algorithms that set successful organizations apart, but their ability to create cultures and support systems that empower people to adapt, reinvent themselves, and thrive amidst change.
    Start small, experiment with purpose, invest in support structures, and prepare to rewire not just technology, but how your organization thinks about work itself. AI may be the catalyst, but people, empowered and organized around value, are the key to lasting transformation.
     Resources & People Mentioned

    • Hyperadaptive: Rewiring the Enterprise to Become AI-Native 

    Connect with Melissa Reeve

    • Melissa M. Reeve on LinkedIn 
    Connect With Red Thread Research

    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    51 min
  • Reimagining Work at Scale: Manuel Smukalla on Skills, Dynamic Shared Ownership, and the Future of Bayer
    Manuel Smukalla, Global Talent Impact, Skills Intelligence, and Systems Lead at Bayer, joins Workplace Stories to unpack one of the most ambitious organizational transformations underway today. As Bayer confronts significant market, legal, and profitability pressures, the company has taken a radically different approach to how work, leadership, and talent are structured, rethinking everything from management layers to career progression.

    In this episode, Manuel walks through Bayer’s shift to Dynamic Shared Ownership (DSO), a decentralized operating model built around networks of teams, 90-day work cycles, and leaders who coach rather than control. He explains why skills visibility became a foundational requirement for this model to work and how Bayer is using skills data to democratize opportunities, improve talent flow, and fundamentally rethink careers inside a global enterprise.

    You’ll hear how Bayer reduced management layers by more than half, redesigned leadership expectations through its VAC (Visionary, Architect, Catalyst, Coach) model, and moved toward a culture where employees are empowered, and expected, to own their work, development, and impact.

    You will want to hear this episode if you are interested in...

    • [01:01] Why Bayer embarked on a radical organizational transformation.
    • [04:30] What Dynamic Shared Ownership really means in practice.
    • [06:55] Moving from hierarchical structures to networks of teams.
    • [10:40] Why skills visibility became a critical business problem.
    • [14:05] How 90-day work cycles change accountability and outcomes.
    • [18:10] Building organizations around customer problems, not functions.
    • [21:15] Launching skills profiles as a starting point, not an endpoint.
    • [23:00] How Bayer’s talent marketplace democratizes opportunity at scale.
    • [27:00] The three pillars of a skills-based organization.
    • [33:00] Rethinking careers, performance management, and feedback.
    • [43:10] The VAC leadership model explained.
    • [52:30] Measuring success in a decentralized organization.
    • [53:45] Advice for organizations considering similar transformations.
    Dynamic Shared Ownership: Redesigning How Work Gets Done
    At the core of Bayer’s transformation is Dynamic Shared Ownership, an operating model that replaces traditional hierarchies with flexible networks of teams. Manuel explains how Bayer reduced its management layers from thirteen to six and reorganized work into 90-day cycles focused on clear outcomes. After each cycle, teams reflect on what worked, what didn’t, and whether the work should continue at all.

    This approach decentralizes decision-making and forces a shift away from command-and-control leadership. Leaders are no longer expected to direct every task; instead, they create the conditions for teams to succeed, setting direction while trusting teams to determine how outcomes are achieved.

    Skills as the Engine of Talent Flow
    For Dynamic Shared Ownership to function, Bayer needed a new way to understand and deploy talent. Manuel shares a pivotal realization: managers were turning to LinkedIn to understand employee skills because the organization lacked internal visibility. That insight sparked Bayer’s skills journey.

    Rather than starting with complex taxonomies, Bayer focused first on skill visibility. Employees created and maintained skills profiles, supported by workshops on how to describe capabilities effectively. Over time, this evolved into a talent marketplace that matches people to work based on skills, not job titles, career level, or location, helping democratize access to opportunities across the enterprise.

    Moving Talent to Work, Not Work to Talent
    Manuel outlines three defining pillars of a skills-based organization. First, talent must move to work rather than work being constrained by static roles. Second, organizations must commit to permanent upskilling, recognizing that development is continuous, not episodic. Third, opportunities must be democratized at scale, reducing reliance on manager sponsorship or informal networks.

    Bayer’s marketplace supports fixed roles, flex roles, and fully agile project-based work, encouraging employees to actively shape their careers while remaining accountable for outcomes. This model challenges long-held assumptions about promotions, ladders, and linear advancement.

    Leadership and Performance in a Decentralized World

    Leadership at Bayer has been redefined through the VAC model: Visionary, Architect, Catalyst, and Coach. Leaders set direction, help teams design how value is created, remove barriers, and support rapid cycles of learning. This requires significant unlearning for leaders shaped by traditional hierarchies.

    Performance management has also shifted. Goals are set in 90-day cycles at the team level, with feedback coming from peers and work leads rather than solely from a direct manager. Over time, this creates richer data on contribution and impact, but also demands a cultural shift toward transparency, shared accountability, and continuous feedback.

    Connect with Manuel Smukalla
    • Manuel Smukalla on LinkedIn
    Connect With Red Thread Research

    • Website: Red Thread Research
    • On LinkedIn
    • On Facebook
    • On Twitter

    Subscribe to WORKPLACE STORIES
    59 min

About Workplace Stories by RedThread Research

From the publisher's feed

Workplace Stories is a podcast for HR and people leaders who are tired of noise and need clarity that actually holds up. It is hosted by Stacia Garr and Dani Johnson of RedThread Research.

Each…

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