

This month I was working with groups at the PMAC in-residence week. This event pulls together a large group of individuals with mixed backgrounds, geographies, industries and issues. The task was to fill a half day in developing useful skills and awareness about communicating, collaborating and negotiating better solutions. The challenge from my perspective is getting beyond very general concepts (e.g., consider the other parties’ interests), while maintaining relevance to the group: the common denominator of “manufacturing” is long gone from purchasing and supply chain.
Is There an 80-per-cent Rule?
My economics professor from an undergrad class at McGill told us students an anecdote, from which I will share the first 80 per cent:
After a shipwreck in the North Atlantic, three survivors wash up on a rocky island. They are a chemist, a physicist and an economist. From their vessel, they recover a crate filled with canned tuna. This appears to be the only food they will have until they are rescued. Anticipating hunger, all three set about to address the challenge of extricating tuna from the cans.
The chemist immediately starts tasting the water to gauge the salinity, and then begins calculations to determine how long the cans would have to soak before corrosion weakened the can to the point it could be opened with bare hands.
The physicist begins to look for the highest point on the shore, and starts gathering loose rocks of different sizes. This will determine the optimum “height of drop” and “weight of rock” necessary to open the can without spilling its contents.
The economist begins arranging rocks to resemble three chairs and an eating surface. The others shout, “Hey, we need to open the cans first, friend,” to which the economist replies: “Oh yes, but my assumptions are (1) negligible inflation and (2) that we have a can opener.”
My professor went on, in the next 20 per cent of this discussion, to lecture on the necessity of assumptions in simplifying issues. His conclusion: including all the complexities from the real world will limit valuable economic analysis.
I have used the first 80 per cent of the above anecdote as an illustration for many clients. My conclusions vary based on the situation. Sometimes I stress the importance of teamwork, the value of shared objectives, or the danger of assumptions. (I enjoy the irony of the latter given my professor’s original version.)
Many of the approaches that come from business research and experience (in soft skills, as well as in process improvement and strategy) take clients 80 per cent of the way. That could be only 80 per cent or a full 80 per cent, depending on your individual lens. There is a balance between the desire to reinvent the wheel (e.g., to tailor-make solutions) and to apply an “off-the-rack” approach. The responsibility for finding this balance is shared.
Shared Responsibility
People like me, who consult to industry, have to be ready to bring the tools of “good thinking” the rest of the way for clients. Eighty per cent won’t cut it. I will admit that this is difficult in large groups, but it is an area of continual focus in my client work.
The supply chain is a perfect example of where those actually wrestling with complex problems can absorb the value from successes in other areas and functions.
- A services supply chain is different from a hard-goods supply chain, but there will be some relevance from one to the other.
- There are similarities between the not-for-profit and for-profit worlds.
- The Maritimes and the GTA are not completely different.
In the collision of business ideas and human beings, enabled through multiple communication touchpoints, there is a lot that can be termed “common sense” and “generic.” As a friend of mine likes to say, “until common sense becomes common practice there will be a lot of work for consultants.” I would like to add, “as long as they deliver on that 20 per cent!”This originally appeared in the May 2009 newsletter for the Canadian Supply Chain Sector Council (supplychaincanada.org)

I was out with a friend this month who is embarking on a new phase of working life. (To be fair, he is embarking on a lot of new stuff: just moved, recently married, starting a new family… he even has a new haircut.) I was recounting some of my experiences moving back to Canada after working in Japan for several years. In such situations, through sheer necessity, one gets good at answering the question “What do you do?” This is a very portable skill and directly applies to working in cross-functional teams.
So, what do you do?
Sometimes roles can be clear in cross-functional groups. I was working with a client recently to organize a program evaluation meeting that was to include national-level, provincial and local representatives within the organization, as well as bringing in experts from education and training, volunteer management and technology support tools. Members are tasked with bringing insight from their unique perspectives. The hope is that a comprehensive review will bring about sustainable changes; this provides the answer to “Why are we here?”
“Why are you in this group/on this team?” is a question that is likely considered more than it is articulated. Proactively expressing your “expertise” can enable a group to function well together. Imagine if a project team started off with a series of self-proclamations like:
- “I am here because of my product expertise.” (from Product Development)
- “I am not here to provide input; I am here so that we know where the decisions came from.” (from Marketing)
- “I am here to say ‘No’ so that we out forward solid proposals to senior management.” (from Finance)
- “I am here to reinforce the point that forecasting is impossible.” (from Sales)
- “I am here because I have not been involved before and I have the courage to ask stupid questions.” (from the Intern)
Clarity on roles (with oneself, as well as with others) increases the chance that any conflict can remain productive and task oriented. In the real world, some people’s “roles” may seem more like:
- “I am here to get attention.”
- “I am here because I already have the answer.”
- “I am here so that I can say ‘I told you so’ in about 3 months.”
Fine lines
It can all sound very much like a wanna-be self-help meeting: “Hello, my name is Chris, and I am here to defend the client interests.” Without being corny about it, I will suggest that clarity on “our job” and “my job” can help a cross-functional team to fully function. I have found it useful to tell clients to simply state, “I wouldn’t be doing my job if I didn’t ask [for example, ‘is that really the best way to provide value to our clients?’ or some other potentially challenging question.]”
Many of the lines between “helpful and hurtful” or between “team-oriented and affected” come down to relationship equity and benefit of the doubt, which needs to be fostered. Assertiveness over your or the group’s role can help to keep you on this side of that line.
“This column is here to provide insight on issues that can create distracting interpersonal noise.”
THIS ORIGINALLY APPEARED IN THE NEWSLETTER FOR THE CANADIAN SUPPLY CHAIN SECTOR COUNCIL (www.supplychaincanada.org).

We are all familiar with the adage: “Don’t bring me problems, bring me solutions.” If this is your mantra, please accept my apologies. I am actively working to change that mindset—in a supply chain function—one evening at a time. I am recently involved in delivering training for the Supply Chain Awareness Program for Employment (SCAPE), whereby people with international training and experience can receive courses toward designations recognized in Canada.
In the overview material and cases, much of the focus is on tools and frameworks to identify problems… not just our problems, but within and beyond the organization (e.g. from supplier’s supplier to customer’s customer). The level of complexity and the breadth of the analysis pretty much ensure a grab bag of problems. In my experience working in various industries and countries, a different perspective (e.g. international) provides an increased ability to see “new” problems. Stopping every time to ponder solutions would be paralysing.
I am not at all suggesting that solutions be ignored. The better solutions to these complex problems demand participation from other stakeholders, who may require some help understanding the importance of the problem. Credibility and flexibility are necessary ingredients in this communication. The SCAPE training at Micro Skills will provide part of the credibility, as will Canadian work experience as it accumulates. Flexibility is addressed through the material in “translating” problems to different audiences. We tend to practice the following languages:
- Profit impact on dollars tied up in, for example, inventory (business language);
- Customer service impact of slowdowns and delays (sales language);
- Risk impact of uncertain forecasting (finance language); etc.
The plan is to involve all the necessary people to contribute to a better sustainable solution that almost always involves complex trade-offs. One perspective will not deliver the insight required.
Rather than bring solutions with problems (or not bring problems because we can’t find the solutions on our own), the line should be “Bring me problems and a lists of potential collaborators!” I think that those with other language skills and experiences could be part of this shift.
THIS ORIGINALLY APPEARED IN THE MARCH NEWSLETTER FOR THE CANADIAN SUPPLY CHAIN SECTOR COUNCIL. www.supplychaincanada.org

In keeping with its mandate to “bring together partners,” the Canadian Supply Chain Sector Council together with the Association for Canadian Community Colleges, spearheaded a gathering of self-identified stakeholders in training and certification related to supply chain. Like most “stakeholder” gatherings, the room included representatives from competing organizations. In this case, that meant representatives from “rival” colleges and institutions, as well as from bodies offering “competing” certifications. The potential value of such gatherings comes in identifying shared interests and in enabling better solutions.
My exposure to this sector is largely through such stakeholder gatherings. Cross-functional (or cross-associational) gatherings in “supply chain” often generate discussion around “what is supply chain, anyway?” The opportunity to clarify the function and value of the sector has the potential to unite the many stakeholders. All of a sudden, there is a pan-sector identity (e.g., in-group) whose job it is to convey that value proposition to non-sector (e.g., out-group) stakeholders, who include employers, job-seekers, students, their parents, other functional areas of the business, etc., etc. We all win when these “others” realize the strategic importance and potential of supply chain… and they win, too!
Interaction between competing forces also helps everyone, by fostering good-old differentiation. For colleges, associations and “others”, this is positive – and necessary – because competitive markets don’t tolerate a “six-of-one” and “half-dozen-of-the-other” split for long. Contact and dialogue help to define core competencies and clear the way for collaboration that helps the sector overall.
As a related example, I worked in media sales where we had one main competitor. At an ad-agency function, I recall turning a corner and coming face-to-face with my “rival account manager” who was talking to our mutual client. Once our poor client realized that she could not avoid acknowledging us to each other, she betrayed the look of someone forced between former spouses from an acrimonious marriage. Shortly after I left that company, the “six” and “half-dozen” merged into one company. Strange how competition forces new ways of working.
It is very easy to pay lip service to collaboration and looking for “win-win” solutions to today’s complex problems. Examples are rarer in reality, but I came across one recently whereby rival conference organizers found they both targeted events in Western Canada that addressed the environmental implications of supply chain. Isn’t it fitting that the two are co-branding their events to spur discussion on the opportunities for supply chain and corporate social responsibility to deliver positive impact? Check out “Supply Chains and the Environment,” to take place on May 25 and 26 in Calgary.
The lines between friends and enemies may be blurring. There is value to be had and created in stakeholder gatherings that help us look for intersecting interests. I guess it takes a sector council to foster that dialogue.
THIS ORIGINALLY APPEARED IN THE FEBRUARY NEWSLETTER FOR THE CANADIAN SUPPLY CHAIN SECTOR COUNCIL (www.supplychaincanada.org).

This month, I attended meetings at which the Canadian Supply Chain Sector Council, in conjunction with the Canadian Standards Association, assembled stakeholders to discuss the creation of standards for the accreditation of training and education programs in the sector. Like any standards, these are planned to be objective yardsticks. Educational programs or courses that are submitted for review and meet the requirements specified in the standard, once finalized, will be accredited by the Council.
Discussion at one point focused on communication between students and teachers, which got me thinking about the divide between ideal-world and real-world communication in learning environments.
Teacher/Student Dialogue…Ideally
One of the principles put forward at the meeting was that of lifelong learning. I enjoy the parallel of this concept with continuous-improvement supply chain philosophies, such as kaizen.
In a professional setting, there is no room for knowledge building that fails to be applicable in the workplace. Operating with this in mind, students/trainees should ideally receive feedback on their course submissions, as well as in related areas such as problem solving (e.g., “You missed the main issue”), presentation and writing (e.g., “I can’t understand your argument”), and working with teams (e.g., “You caused disruptive tension with your classmates”).
On the other side of the equation, instructors also require feedback that provides information about both the degree of customer satisfaction (e.g., “You demonstrated knowledge and answered questions”) and the teacher’s effectiveness (e.g., “You made it easy for me to pay attention and learn”).
Through this kind of communication, teacher and student answer each other’s question, “What can I do to be more successful in doing my job/building my career?” Since, in an ideal world, both parties subscribe to the principle of lifelong learning, each will want the information that answers his respective question, to enable him to improve his performance.
Teacher/Student Dialogue…Really
The attitudes of teachers and students will never be standardized, but you can count on market forces to keep the parties somewhat aligned: students won’t waste their time in programs that don’t deliver value, teachers want to remain employed, and institutions want to attract students.
Many evaluations, rather than providing objective information that would help a student or teacher truly develop skills, address questions such as:
- Was it fun? or,
- Did I get a good mark?
And consider, would a teacher really be open to feedback that indicates, for example, that she is boring or her thinking is outdated?
Most of the training that I am involved with focuses on skill building (in negotiations and communications, for example), so, as with golf and languages, there is always potential for growth. I will confess to not always wanting it, but I do solicit and appreciate feedback from my students and clients. It is easy, however, to see how the commitment to lifelong learning could waver on either side of the equation.
THIS ORIGINALLY APPEARED IN THE NEWSLETTER FOR THE CANADIAN SUPPLY CHAIN SECTOR COUNCIL (supplychaincanada.org) – JANUARY 2009.

In work that I do with clients, the situations with the lowest return on time/energy (ROTE) consistently involve communications with those who don’t “get it.” “Getting it” and “not getting it” creates very strong in/out-group perceptions. “It” can take a number of different forms, and usually, I am on the outside looking in. I will hear, for example:
- THEY don’t get that a for-profit model can fit in health care.
- THEY don’t get that Canada is a different market from the U.S.
- THEY don’t get that they are losing the chance at more business down the road by being so contentious now.
My job is to help them to help the other side to “get it.” It can work, but not all the time. Recently, I fear, I was the one who was likely being accused of not “getting it,” which, honestly, is new for me. I actually pride myself on being able to see both sides of things, in most instances. As I understand, and tell my clients, when you are involved, things become less visible. On top of that, it can be completely unclear who is right.
For example, imagine those who did not want to give the automotive Big Three any U.S. Government funds.
For them, the situation is clear:
The Big Three (THEY) don’t get that the model is broken and more money is only prolonging their ultimate demise.
For those supporting a loan/bailout, it is equally clear:
The U.S. Gov (THEY) don’t get that we just need a bridge loan. Weather this storm, and we are set up for long-term success.
One of those positions is right, but only time will tell.
My recent challenge is bringing my “soft-skills” orientation into a “tech-savvy” environment in a discussion about creating value in information sharing and collaborating. Quite predictably, one of us is “not getting” that if and how people use any tool–not to mention the relationship between the parties–will dictate a large degree of effectiveness. Perhaps the other of us is “not getting” that in the future, personal relationships, perceptions and things like “the benefit of the doubt” have little or no role in the workplace.
One of those positions is right, but only time will tell.

Last week Indira Naidoo Harris was a guest host for the CBC Radio One program The Current, and spoke with Lanny Davis, former special legal counsel to Bill Clinton. “Conversation” may be the wrong word for the exchange; “interview” also seems to miss the mark. The topic of the exchange was Hillary Clinton’s appropriateness for the position of United States of America Secretary of State under president-elect Barack Obama.
Some “conversations” are difficult; many more difficult than they have to be. This exchange was clearly both, as pointed out by the National Post in print and online. Mr. Davis gave not an inch, and immediately began the “interview” by calling out the “innuendo” of the Harris’s introduction. He then demanded “facts” to support the allegations. Apparently, he would have settled for just one, but none were forthcoming. It was a strange moment when Harris tried to move on by empathizing as to “difficulties” that Davis must be having with the “issues.” It sounds like a suggested phrase from self-help book on “Active Listening.” Davis was not to be appeased: “give me the facts.”
It is good to hear an exchange where one side gives the other no benefit of the doubt, because, from my perspective, a number of these conversations don’t happen because of the promised contentiousness. This type of conflict, however, is the reality of pushing against resistance in the form of someone who will attack everything you say. This can be especially true if the exchange has an audience. It is not about how you deliver your message; it comes down to what you are saying. (But imagine if they had been e-mailing each other!)
These conversations are good practice for reaching out of our in-groups. I would suggest that often we rely on another’s trust (or disengagement from the situation) to get away with not supporting our position sufficiently, if at all. Pushback is good practice, and demonstrates engagement. I would hope that Ms. Harris learned from the exchange.
I don’t suggest that the answer is to prep for every interaction like you are speaking to the Fifth Estate, or The Current for that matter. Some situations, such as a job interview, can add a degree of healthy “defense” that drives us to spend some time fact checking in order to have our support at the ready. It doesn’t have to be contentious, but conflict can call out some ideas that may be unchallenged but can’t be well supported.

I was recently working with a group of purchasing professionals around effective communication of change messages. Understandably, the focus was on influencing and persuading others to buy into the value that can be created by supply chain-focused initiatives.
We were discussing the example presented by one of the members of the group, who was attempting to centralize purchasing, moving away from the status quo decentralized (ad hoc?) purchasing. Playing a combination of devil’s advocate and helpful outsider, I probed for some objective evidence. The idea that centralized purchasing was “good” and decentralized purchasing was “bad” seemed to be the crux of the argument. How far would that fly outside this group?
No small part of presenting information is providing appropriate support, and this is where the difficulty arose. What may seem “common sense” to a group of purchasing professionals will likely need a bit more behind it to garner buy-in from those in, for example, a sales function. The conundrum that many of us face in supporting to external groups is this: “I can’t understand why you don’t understand this.” We are tempted to try “dumbing it down,” but it may also simply require being ready to answer the question, “Why on Earth would I want to do that?” This question will not likely come from those already on board.
In this article on corporate social responsibility (CSR; potentially requiring a softer sell than procurement rigour), Prof. John Peloza describes the dynamic whereby the camp of those who champion the CSR cause are often talking to each other about their importance, rather than to the finance side of the business where decisions are made. Part of the language of finance is numerical support in the form of return on investment, return on equity and return on assets. He claims that no one in the CSR camp bothers to learn this language in order to engage the finance group in discussion. (And, why bother? We’d rather talk amongst ourselves anyway…) The same may apply to those working in supply chain.
Back to the original example: in light of the current financial situation and a collective cry for more accountability, it may be getting easier to make the case for centralized versus decentralized purchasing. Nonetheless, that case will have to be made to some people who prefer having flexibility in the purchases they make. Having worked in sales, I completely understand the preference for decentralized… and how a sales person might not understand why you don’t see it their way.
Effectively putting the case forward to these “out groups” requires attaching support to what could be “common sense” arguments. It demands going beyond, “It’s just better, OK? Trust me.” Oh, and don’t forget: try to not come across as condescending.
Quick tip: If you find someone from an “out group” who has come to “get it,” ask them to tell you what brought them around. Chances are this support will be appropriate to others in that group.
This originally appeared in the October 2008 e-Newsletter for the Canadian Supply Chain Sector Council (www.supplychaincanada.org).

Type “Competition + Process Improvement” into the News section of your favourite search engine, and you will likely get a story (or a press release) that talks about a company overcoming new-millennium hyper-competition. The focus is on the solution (especially if you land in a press release), but one can imagine the work that goes into getting to solution. Not to mention, sustaining it. You may be living that “work” right now.
The classic problem-solving methodology is very straightforward: (1) identify the problem, (2) generate possible solutions, and (3) pick the best one. A prerequisite is to maintain a rational and objective focus, along the lines of “Getting-to-YES” style negotiating. Emotions cloud those operating “in the moment,” but in situations where parties (willingly or not) have to collaborate, distortion can come from many different – and surprising – places.
Rightly or wrongly, we have all pushed back (or been pushed) with a challenge to the legitimacy of our interests. Parents talk about “needing vs. wanting” ice cream after dinner (remember all those children that go to bed hungry); in the workplace, we ask people to separate “nice to have” from “need to have.” In all of this, the message is that “need” trumps “want,” which may cause some subtle limitations to successful results.
Too often, “need” identifies one potential solution (”We need a better inventory system”), while “want” can get to the root goal (”We want to remain competitive with as few changes as possible”). The wording and semantics may seem a better fit with strategic visioning than with everyday discussions, but think of the “want” behind some of these “need” statements:
- “We need more budget to do this project.”
- “We need to reduce head count.”
- “We need support from management/other divisions/the union.”
At the risk of treading into a discussion on inspirational leadership, visions talk about wants (or hope) that would offer almost-universal solutions. Each of our above “need” messages offers a solution that will become a problem for at least one other party:
- Extra dollars come from someone else’s budget;
- Head-count reduction hits “Joe Plumber” pretty hard, and
- Support takes other people’s time and energy.
The first thing to identify is a problem that we can all address. The corporate vision statement may do it, but the responsibility may fall to leaders and micro-leaders.
- “We want this company/unit to remain in business/this country.”
- “We want to reach a sustainable operating size.”
- “We want our company to be more responsive to external change.”
Far from being flowery, these may convey the real, wider-reaching need for change and improvement.With a recent MBA class of mine, the discussion focussed on an idealistic entrepreneur’s encounter with venture capitalists (from CBC’s Dragon’s Den). In the “identify the problem” stage, the initial class consensus was “she needs money,” (which, by the way, is the whole reason for going on the show in the first place, right?). I would (and did) argue that a focus on what you want to accomplish changes the discussion from “give me your money” to “do you want to help me do what I want to do?”
The difference can be very subtle, but can be extremely important. The latter offers more options, including, for example, referrals to other contacts or organizations if the dollar return happens not to be there. Money is one answer, and it may be the only one. You risk not finding out for sure unless you explain your vision. It is not simply a matter of substituting words (find and replace “need” for “want” won’t do it). Try switching the approach to the problem…from mine to ours. Some leaders/vision statements do it well; other times, those in the day-to-day discussion have to help identify shared problems.
This originally appeared in the October 2008 e-Newsletter for the Canadian Supply Chain Sector Council (www.supplychaincanada.org).

There are two questions arise whenever a change initiative hits a snag that requires a decision: 1) “Who can make the call?” and, 2) “Who knows best?” Such is the interplay between authority and expertise in moving change forward. The manner in which individuals manage this interplay can have drastic effects on the success or failure of any given improvement initiative.
Authority – Who’s in charge?
Things are straightforward when the person who should make the decision has the visibility to come up with the best answer. Small operations, where the founder/owner knows every detail of every process, supplier, procedure, etc., will fall into this category. It is not long, however, before organizations reach a size where authority and expertise sit with different individuals. In the SMB space, as well as with larger corporations, necessary functional divisions make it impossible for those at the top of the organizational chart to see everything beneath them. Culturally and structurally these organizations have to create an environment where information flows up and down. Also, different layers of management can create a dynamic by which those at different managerial rungs will be tempted to cover their respective backsides, on the off chance that results are not as favourable as expected.
Two things to watch out for in the authority structure are:
1.Are those in charge accessing all the information that they need to make decisions?
2.Are those in authority taking responsibility for the decisions they make (or should be making)?
“No” to either of these will hurt implementation in every case.
Expertise – Who knows best?
There is a human tendency to over-recognize ones own expertise (and I say this as an expert in interpersonal communications in change environments…). In process improvement projects, however, those “doing the work” can add significant value by sharing their “on the ground” expertise. Familiarity with the day-to-day operations provides excellent visibility to identify areas for cost and/or time savings. These process experts may not, however, have visibility for the overall operations or the wider improvement initiatives that are underway.
Good information comes from tapping into the expertise at all levels of the organization. This may sound easy but can get hung up on a couple of areas:
1.Managers who have “come through the ranks” may have to realise that times might have changed;
2.In engaging the “rank and file” managers must foster trust and manage expectations (e.g. just because I am asking you what you think, doesn’t necessarily mean we are going to do it.)
3.Once the decisions are made, managers have the responsibility to “close the loop” with those whose expertise has been tapped.
So what?
Authority and expertise play different and important roles in enabling the most effective changes to take place. The interplay has the potential to slow or stop some of the best initiatives from smooth implementation. I would suggest that more responsibility sits with those in formal authority to reduce the interpersonal noise that habitually arises. This type of “micro leadership” can pay macro dividends as the right information moves to the top of the pile.
This originally appeared in the September 2008 e-Newsletter for the Canadian Supply Chain Sector Council (www.supplychaincanada.org).
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