As you may have noticed, this blog has been a bit of a dead zone lately. There are several very good reasons for this – one being that a lot of my creative energy has been going into co-writing a book – and I thought it was time to come clean on it.

So first up, just because I get asked this all the time, the book is definitely *not* “A humble tribute to the leave form – The Book”! In fact, it’s not about SharePoint per se, but rather the deeper dark arts of team collaboration in the face of really complex or novel problems.

It was late 2006 when my own career journey took an interesting trajectory, as I started getting into sensemaking and acquiring the skills necessary to help groups deal with really complex, wicked problems. My original intent was to reduce the chances of SharePoint project failure but in learning these skills, now find myself performing facilitation, goal alignment and sensemaking in areas miles away from IT. In the process I have been involved with projects of considerable complexity and uniqueness that make IT look pretty easy by comparison. The other fringe benefit is being able to sit in a room and listen to the wisdom of some top experts in their chosen disciplines as they work together.

Through this work and the professional and personal learning that came with it, I now have some really good case studies that use unique (and I mean, unique) approaches to tackling complex problems. I have a keen desire to showcase these and explain why our approaches worked.

My leanings towards sensemaking and strategic issues would be apparent to regular readers of CleverWorkarounds. It is therefore no secret that this blog is not really much of a technical SharePoint blog these days. The articles on branding, ROI, and capacity planning were written in 2007, just before the mega explosion of interest in SharePoint. This time around, there are legions of excellent bloggers who are doing a tremendous job on giving readers a leg-up onto this new beast known as SharePoint 2010.

So back to the book. Our tentative title is “Beyond Best Practices” and it’s an ambitious project, co-authored with Kailash Awati – the man behind the brilliant eight to late blog. I had been a fan of Kailash’s work for a long time now, and was always impressed at the depth of research and effort that he put into his writing. Kailash is a scarily smart guy with two PHD’s under his belt and to this day, I do not think I have ever mentioned a paper or author to him that he hasn’t read already. In fact, usually he has read it, checked out the citations and tells me to go and read three more books!

Kailash writes with the sort of rigour that I aspire to and will never achieve, thus when the opportunity of working with him on a book came up, I knew that I absolutely had to do it and that it would be a significant undertaking indeed.

To the left is a mock-up picture to try and convey where we are going with this book. See the guy on the right? Is he scratching his head in confusion, saluting or both? (note, this is our mockup and the real thing may look nothing like this)

This book dives into the seedy underbelly of organisational problem solving, and does so in a way that no other book has thus far attempted. We examine why the very notion of “best practices” often makes no sense and have such a high propensity to go wrong. We challenge some mainstream ideas by shining light on some obscure, but highly topical and interesting research that some may consider radical or heretical. To counter the somewhat dry nature of some of this research (the topics are really interesting but the style in which academics write can put insomniacs to sleep), we give it a bit of the cleverworkarounds style treatment and are writing in a conversational style that loses none of the rigour, but won’t have you nodding off on page 2. If you liked my posts where I use odd metaphors like boy bands to explain SharePoint site collections, the Simpsons to explain InfoPath or death metal to explain records versus collaborative document management, then you should enjoy our journey through the world of cognitive science, memetics, scientific management and Willy Wonka (yup – Willy Wonka!).

Rather than just bleat about what the problems with best-practices are, we will also tell you what you can do to address these issues. We back up this advice by presenting a series of practical case studies, each of which illustrates the techniques used to address the inadequacies of best practices in dealing with wicked problems. In the end, we hope to arm our readers with a bunch of tools and approaches that actually work when dealing with complex issues. Some of these case studies are world unique and I am very proud of them.

Now at this point in the writing, this is not just an idea with an outline and a catchy title. We have been at this for about six months, and the results thus far (some 60-70,000 words) have been very, very exciting. Initially, we really had no idea whether the combination of our writing styles would work – whether we could take the degree of depth and skill of Kailash with my low-brow humour and my quest for cheap laughs (I am just as likely to use a fart joke if it helps me get a key point across)…

… But signs so far are good so stay tuned

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

Technorati Tags: Book, Beyond Best Practices

Hi all

I am finding it increasingly difficult to find the time to post at the moment. Too many projects, too many initiatives and too many evil plans coming to fruition. It’s like every seed I planted last year suddenly sprouted this year and I can barely keep up. Whilst this is a good thing for a growing business, it is not a good thing when it comes to writing blog posts.

In April I’ll be jumping on a very long flight to London, to attend and speak at the SharePoint Evolutions conference, held at the Queen Elizabeth II Conference Centre.

This conference represents the evolution of the Best Practice conferences held over the last three years or so. It is one of the most unique and important SharePoint conferences of the year. SharePoint 2010 will be a key focus, yet unlike say a Tech-Ed, many of the topics have a heavy focus on the strategic side of the SharePoint challenge, in areas like Information Architecture, User Engagement and Planning and Deployment. There are five tracks in all, and over seventy speakers from all over the world.

• For the techie geeks who like to hang in datacenters and like to get paged late at night to fix things that have died, the IT Pro track (ITP) will push their buttons. ITP sessions will focus on topics such as Document Management, Database Sizing, SharePoint and SQL optimization or server farm deployments scenarios.
• For the developers and designers of the world, the DEV track is for you. DEV sessions will focus on topics in the areas of customization, development, and deployment best practices.
• For all of the cool people, we have the information worker track where I speak (IW). In fact the IW track is so damn cool that there are two IW tracks! Sessions here will focus around business strategy and adoption, information architecture, training your organization or developing a culture of collaboration.
• For the tech geeks who can code, who are therefore more elite than regular tech geeks and devs (looking at you Spence), there is a deep dive track to make you happy called level 400. In this track there will be IT Pro and Developer sessions that will be deep diving into the product and code. There will be very few slides, lots of source code and demonstrations.
• Finally, there is a community track. This track has sessions for all verticals and will include speakers from all types of companies who have implemented SharePoint and what they learnt by doing so. All speakers are actively engaged in the SharePoint community and user group and have a wealth of knowledge to share.

This conference is organised by Steve Smith of Combined Knowledge, who is renowned for putting together something special for all participants. The speaker list is pretty much a who’s-who of the SharePoint world, and I am very much looking forward to catching up with (Paul takes deep breath) Andrew Woodward, Ben Curry, Brett Lonsdale, Chandima Kulathilake, Dux Sy, Joel Oleson, Laura Rogers, Michel Noel, Mike Watson and Zlatan Dzinic to name a few.

Bob Fox will also be there, so we finally have that beer that apparently I am supposed to buy – according to Bob anyway .

So if you are going to attend a SharePoint conference this year, then my strong suggestion is to make it this one.

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Vulgarity warning. Its the silly season, I am winding down and being more low-brow than usual with this post

There is this wonderful way to look at the world, through a lens of something called “Complex adaptive systems”. Unfortunately with a name like that, it is automatically doomed to be only spoken of and understood by, a small subset of those sort of dishevelled looking nerdy guys who others take the piss out of when they are not around.

The notion of complex adaptive systems explains many things, including why salesman can unintentionally really be damaging to an organisation. I thought that I needed to write about this, and given that I am going to talk about sales guys, I had to write in a manner commiserate with their level of understanding of how the world works. Since the chances of a sales guy reading my blog is probably low, I should be safe

So here we go.

Here is a sales guy. Although us geeks think they are assholes, for this metaphor we have to change our context of what an asshole actually is. I think of him more of a guy who gathers food and brings it to you.

Here is the world for a sales guy. He finds work, and feeds that work into the mouth of the organisation. For performing such a feat, he gets to nibble off a small morsel of the meal to keep for himself. If he feeds the organisation enough and makes it grow, he will get enough morsels to grow rather nicely himself. This is a pretty sweet deal if you are good at finding food, because your reward is a percentage of what you push into the organisations mouth. Therefore it is in the sales guys interest to find as much food as he can for the organisational “body”. In fact his performance is directly attributed to doing exactly that in the form of quotas or sales targets

At the other end of the chain, the implementers have to digest what has been fed them from mouth and produce output that makes clients happy. Therefore it is the people in the organisation that actually implement a project who are actually the assholes, not the sales guys. As a result, I can say with some confidence that most people reading this post, like myself, are all assholes.

As this cycle perpetuates over time, the body in between these two ends grows. To continue to feed this body and keep it growing, we need to seek out more food. To do this we try and incentivise our sales people to supply more food by offering them larger morsels if they make more ambitious targets.

Never forget the assholes

Now we all know that we have to eat a balanced diet with healthy foods. But some people find it a pain to do all of that preparation and effort and instead go and grab some Chinese takeout instead. To a sales guy who is being rewarded for the amount of food being delivered to the organisation, fast food is great! Remember that the sales guy only takes just enough of the food for no lasting effects and is the furthest away from the assholes to feel the negative effects on the organisational as a whole.

Now our sales guy starts to look like the image below.

Therefore, this process of incentivising sales guys by the amount of food that they pass into the mouth is not without its risks and often can damage the long term health of the organisational body. Fast food can be tolerated now and again of course. For example, we all get the occasional hankering for Kentucky Fried Chicken every 6 months or so, and delude ourselves that this time, unlike all of the other times, it will actually not be oily enough to power a small town and leave you with that queasy feeling that you get when your heart labours against your cholesterol.

This can be a self perpetuating cycle. For example, the sales guy feeds the organisation a blisteringly hot spicy lamb vindaloo. Naturally is a very unpleasant experience for the assholes and as a result, what is delivered to the customer is (literally) crap and costs much more than anticipated. This cost bleed puts pressure on the sales guys to feed the body to make up for the wasted time, effort and cost. But the sales guy is so far away from the assholes, it does not occur to him that it was the spicy lamb vindaloo was the wrong meal. Nor too, does he receive any feedback to let him know that the burning sensation still lingers.

So what does he do? He feeds an even spicier lamb vindaloo to the mouth. Why? because he now has learned how to find spicy lamb vindaloos and is reaping the rewards of many tasty morsels – a perfectly reasonable practice given that he is now put under pressure to deliver more food.

Despite good intentions…

This cyclical phenomenon is called the “ring of fire” and afflicts many organisations who just can’t seem to deliver projects on time and budget. The customers of these organisations, fed up with getting nothing but crap, start to look elsewhere, thereby increasing pressure and starting the cycle again. Management get all flustered and usually blame the assholes.

The essence of the notion of the complex adaptive system is that the assholes and sales guys need each-other. Attempting to optimise the sales guys performance in isolation, ultimately has a negative impact on the assholes, which in turn has a negative impact on the organization as a whole.  The organisation is a system that comprises of many parts that interact in different ways. The system is perfectly capable of self organising and self optimising. For example, if the sales guy feeds the organisation sushi and next time it is fed a burrito, the assholes have a certain amount of tolerance to deal with that. But when you optimise one end (reward for food) without considering the assholes at the other end, you actually reduce that tolerance to deal with change!

The lesson that should be learned here is that the command and control methods of problem solving or project management that operate by optimising one part of the system, will usually work in the short term, but to the long term detriment to the system as a whole. The result that I have seen first hand for many IT organisations in particular, is that they have developed a certain reputation in the market for being a bit on the nose because of their seeming inability to get a project completed. Once this happens, it is very very difficult for them to regain the lost trust.

Microsoft for example, has taken years to win back the hearts and minds of geeks for their actions more than a decade ago.

What sort of fast food is SharePoint?

If SharePoint were a fast food, it would either be one of those giant steaks that you get your name on the wall if you finish, or the Guatemalan chilli that sent the normally invincible Homer into the spirit world. It is so seductive to the sales guys because it is in demand, but their distance to the assholes means that they will think it should be just like any other IT infrastructure oriented project to install. Therefore, some integrators will be doomed to repeatedly bite off more than they can chew and by the time they realise it, the long term damage will be done.

So what do you do?

If you accept that the organisation is a system and that optimising one part of it will likely impact the rest of the organisation, often in unpredictable ways, then incentivising has to be more strategically focussed. In other words, the true performance indicator on a good sales guy is actually the success of the project, because it is a much more reliable indicator of the sort of food being passed to the mouth and results in customer goodwill – social capital. If sales guys received their morsels based on the success of the project as a whole, then it would force them to interact more with the assholes to achieve that end and think a little more carefully about what they feed the organisation.

But self interest is a very strong force and there are very few sales guys that would be enthusiastic about that idea. This is of course the other big problem. The longer you leave it, the harder it is for an organisation to make the changes necessary to produce the outcomes that they aspire to.

If you want to see that in practice, look no further than the Copenhagen climate change conference.

Final note about thinking in terms of systems

Of course, if we are taking a complex adaptive systems view, then one could argue that the affect of all of this would be that your sales guys will leave and find organisations who feed them bigger morsels with much less effort of (heaven forbid) being judged on real outcomes. As a result, opportunities for sales may be lost to competitors and the organisation still suffers as a whole

This is the dilemma of systems thinking and what frustrates the hell out of the “command and control” world. You can just end up with a giant talkfest and never actually make a decision on anything because systems adapt in ways that can’t be predicted.

Is it any therefore wonder that command and control usually wins out? 

Thanks for reading

Paul Culmsee

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…and we’re back!

Well… that was a long commercial break wasn’t it

In case you missed part 1 of our version of the show “deal or no deal”, you missed the big cliff-hanger and you really should read part 1 first. For the rest of you, to quickly recap, I came out of the closet and admitted by secret teenybopper shame, told the world that my wife had a teenage thing for Jean Claude Van Damme, showed the effect of beer goggles and introduced the notion of cognitive bias and how it can affect judgement.

i also demonstrated how, by altering the frame of reference, to a problem something that at first seems completely unquantifiable “how the hell do I know how many SharePoint developers drive yellow cars?”, is actually not as “impossible” as you may first think.

At the end of the last post I left you with a $10000 dilemma. You had to make a “deal or no deal” decision about going with your estimate about SharePoint developers who own yellow cars, or to instead cast your lot with a bag of marbles with a 9 in 10 chance of winning the prize. Just to refresh your memory, here is the salient part of the pub conversation.

• Me: Okay, so you are 90% sure that here are between 300 and 2000 SharePoint developers in the world with a yellow car?
• Them: Yes
• Me: So, let’s make this like the game show “deal or no deal”. If you are right and the answer is within your range, you will win $10000. BUT you have an alternative…
• Them: Ok…
• Me: What if I were to present you with a bag containing 9 red marbles and 1 black marble and offer you $10000 if you pull out a red marble. Pull the one black marble, and you miss out on the money. Do you want to stick to your estimate or do you want to draw a marble?

So have you decided? Now be honest and see how you went against the 4 outcomes that I have experienced when trying this on people. Here are the possible answers in order of popularity…

1. The person chooses to pull from the bag of marbles rather than their ranged estimate. (This is the predominant answer for all people I have tried this with – perhaps 70-75% of all responses).
2. The person chooses to use their estimate over the bag of marbles. (perhaps 25% of people have answered with this option)
3. Upon hearing the bag option, the person wants to change their ranged estimate. (Happened to me once)
4. The person doesn’t care which method.. (never happened to me)

So which is the right answer to this question? 

(drumroll) Lets tackle the possible answer in order of likelihood.

“Take the marble! take the maaaaaarble!”

For the 70 odd percent of you who opted to take your chances with the bag of marbles, GONG! you lose!

Better double check your estimates in future because you have demonstrated that you are over-confident in your estimates. In other words, you are suffering from optimism bias. To explain why, think about the original question carefully. I asked originally for a ranged estimate that you were 90% confident with.

I then presented an alternative that has a 9 out of 10 chance of success – also 90%. From a statistical point of view, you should be completely ambivalent as to which option to use. Therefore, despite being asked for a range that you were 90% confident with, the range you actually estimated is not really 90% at all. It has to be less than 90% for you to prefer a clear 9/10 probability.

So that is why you are so stressed and busy! You keep giving crap estimates that make life harder for you! Either that or you are too nice and when your project manager looks at you with those big, sad project manager eyes, your heart melts and you relent.

Isn’t that cool in a nerdy way? It is very interesting to see people’s faces as the penny drops to this logic and they suddenly realise just how bad some of their past estimates have been as a result. The consolation prize is just about 4 out of 5 people do exactly the same as you and take the marbles.

“No deal, I will stick with my estimate”

For the smaller group who decide that their estimate is preferred, you also lose.

In this case, the reason why should be pretty obvious. You are so paranoid about getting it wrong, that you have made an estimate that is more like 95% or even 99% confident. Why? your range is too wide for 90% because when presented with a clear 9/10 chance of success, you chose your original estimate. While that may sound like you are confident, in reality you are a bit of a wuss, because in fact you are under confident with your estimate. So grow some balls you weenie

Honorary mention – “I want to change my estimate”

At the Best Practice Conference in DC, I attempted this pub trick on Yoav Lurie from Synteractive, who is much more of a business and strategic thinker than us IT nerds. His response I think, deserves an honorary mention for being the closest to winning the game. In this example, I asked him to estimate in feet, the wingspan of a Boeing 747. I knew instantly that he was a good estimator because of the logic he used to come to a range.

“Hmm, well an aircraft seat is maybe one and a half feet, and there will be 10 seats in the cabin, with two passages that are probably two feet in width…so that ads up to…”

What do you notice about what Yoav did? Straight away, he related the wingspan of an aircraft (a clear unknown), to something he could make a reasonable estimate of (the width of an aircraft seat). After all, we have all sat in an aircraft seat in sardine (economy) class and know how cramped it is. He knew there were three rows of seats and related this to the width of the cabin, which he then related to the size of the wing. Deducing that the wing might be 4 to 6 times the width of the cabin, he then was able to make a very good ranged estimate of the overall wingspan of the plane.

I was very impressed at his estimate and how he arrived at it, but I still got him

As soon as I presented him with the bag of marbles alternative, without missing a beat he said “I want to change my estimate”. It took only a split second of presenting a clear 90% probability made Yoav realise that his estimate was not 90% and he was still a little overconfident.

That being said, Yoav’s method of relating something known to help frame the reference to something unknown is the only time anyone has used any sort of rigour in forming an estimate and very impressive for the pub setting

The right answer

Okay, so as you may have guessed by now, the right answer is to shrug your shoulders and say “I don’t care” or wave your hand at me and say “pfft, whatever”. (This is one of the few times saying you couldn’t care less is the right answer). In doing so, you have placed equal weight upon the choices, based on the assumption that both are 90% probabilities.

Neat pub trick huh? It certainly gets people thinking.

How to calibrate yourself

Douglas Hubbard talks about “calibrated estimates” in his books and has an appendix of calibration questions, that are designed to help you perceive and account for cognitive bias in your estimating.

What you should take away from this exercise is that when asked to estimate on something you are uncertain about, make your initial estimate. Then, pretend you are in the game show and you have to pick between this estimate and the marble. If you feel that you would take the marble over your estimate, increase the width of your range until you feel that it doesn’t matter which option you pick.

Conversely, if you are one of the wimps who are under confident, then reduce the width of your range, until you feel that you have no particular preference of your estimate vs. the marbles.

In the same way that reframing a problem led from something being unquantifiable to something that indeed had a upper and lower range, by reframing the estimate against a unambiguous probability such as a bag of 10 marbles with 9 red, helps you to account for cognitive bias in your estimates.

Conclusion

So to reiterate my key points to this post

1. Many things that seem unquantifiable are easier to quantify than you think, once you think in terms of ranged estimates and probability.
2. Your bad taste in fashion and music when you were a teenager still manifests itself today and it is called cognitive bias.
3. There are easy methods that you can use to calibrate yourself better so that your estimating radar is more finely tuned.

Most importantly of all however, you learned that my wife liked Jean Claude Van Damme in the 80’s and you know that I am in big trouble when she reads this!

Thanks for reading

Paul

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Okay I’ll admit it, I used to really suck as a time and effort estimator. I happen to have a business partner who is much better at it than me (hey Peter), and every time I sought a second opinion from him on my estimates, he would almost always make a much less optimistic assessment then me. Of course, Peter was almost always right too, dammit.

So, why was Peter much more accurate with his estimates?

The answer to this question, all one has to do is think back to their teenage years, where they went through that awkward stage where you look back and cringe at the posters that were on your wall and your choice of fashion. For many, this period demonstrates some utterly appalling choices of taste. Mine are particularly cringe-worthy, given that these days I am a bit of a metalhead. My favourite song at the time was Respectable by Mel and Kim. I thought that Karate Kid II was the best film of all time (and that the girl in it was hot). Mind you, my wife has an even more shameful secret. She had a crush on Jean Claude Van Damme! Mwahahahah

These are examples of a phenomenon I like to call “Teenybopper bias”

Now, there is a point in telling you about my wife’s secret shame and it isn’t to see her reaction when she reads this (okay, well maybe a teenie bit). These examples of “what the hell was I thinking” are a form of cognitive bias that took place at the time the opinion was formed. In terms of teenybopper bias, the root of the bias is likely the same hormones that caused your face to break out with acne and hair to grow in funny places. Another very common cognitive bias that afflicts people whether young or old is good old “beer goggle” bias illustrated below.

There are many, many forms of cognitive bias documented, such as optimism bias, anchoring, hindsight bias and the recency effect to name a few. Now let’s take the final image above and pretend we asked someone at the pub for an estimate on a project at 8pm, 10pm and 1am. I’d be willing to bet that the estimate gets more optimistic on a par with how optimistic the perception of the people in the image above become.

Overcoming cognitive bias

Kailash writes about the risk that cognitive bias can play in project failure, particularly in the perception of risks.

overcoming biases requires an understanding of the thought processes through which humans make decisions in the face of uncertainty.  Of particular interest is  the role of  intuition and rational thought in forming judgements, and the common mechanisms that underlie judgement-related cognitive biases.   A knowledge and awareness of these mechanisms  might help project managers in consciously countering the operation of cognitive biases in their own decision making. 

The essential difference between Peter and myself in our estimating, is that Peter happens to have a much more finely tuned radar to optimism bias in particular. Douglas Hubbard of Applied Information Economics fame, writes about the effect of cognitive bias extensively in his two books and offers a simple, yet highly useful method to quickly improve the quality of estimates which I will explain with an example below.

The great thing about learning about your cognitive biases and the methods for mitigating them, is that you can use it in the pub too. While I don’t recommend this method for picking up members of the opposite sex, it’s a pretty cool icebreaker.

Thus, I will demonstrate how to improve your estimating accuracy by a mythical pub conversation. Imagine you are onto your third beer…

• Me: “How many SharePoint developers worldwide own a yellow car?
• Them: “What the…I haven’t the faintest idea!”
• Me: “Well, I can understand that, so let’s do an estimate. Give me a range that the answer could fall in, that you are 90% confident with.”
• Them: "I still can’t give you an estimate, I can’t possibly know something like that.”
• Me: “Well, could there be a million SharePoint developers who like yellow cars?”
• "Them: “Don’t be ridiculous, there would be nowhere near a million SharePoint developers – period."
• Me: “So you do have an upper bound then, less than a million. Remember this is not about the exact answer, I want a range that you would be 90% confident with.”
• Them: “Okay I get it. I think it is somewhere between three hundred and two thousand.

Note that at this point, we have already made the initial breakthrough. At first the person found it impossible to make an estimate, yet when I related it to something they did have a fair idea of (the thought of a million people), they made some mental associations and realised they did have some idea of limits after all. Thus, by presenting a better frame of reference that they could use to approach the problem, they were able to move from “I have no idea” to a wide range of possible values.

The width of the range reflects the uncertainty that someone has about the answer. The more the uncertainty, the wider the range. Some project mangers hate being given a ranged value because it really mucks up their task or project work breakdowns. As a result, they always want the “ball park” or something that is a single value. I completely understand why this happens, but what these people forget is that an estimation is uncertain by definition. The obvious way to express uncertainty is with a range of values! So asking someone for an estimation and then complaining that it is not accurate enough actually makes no sense. A manager might not like the “width” of the range, but you can’t force someone to reduce their uncertainty just because it doesn’t fit the plan. Unless you provide them with the means to reduce this uncertainty, you cannot and should not try and artificially reduce this range through pressure and coercion.

But despite my observation of the flawed logic of dealing with uncertainty in estimating, a ranged estimate alone is not enough yet. We still have not accounted for the sorts of cognitive bias that I described earlier in the article. So without further adieu, I present a simplified version of Hubbards ‘calibration’ techniques that account for bias. Let’s continue the bar conversation.

• Me: Okay, so you are 90% sure that here are between 300 and 2000 SharePoint developers in the world with a yellow car?
• Them: Yes
• Me: So, let’s make this like the game show “deal or no deal”. If you are right and the answer is within your range, you will win $10000. BUT you have an alternative…
• Them: Ok…
• Me: What if I were to present you with a bag containing 9 red marbles and 1 black marble and offer you $10000 if you pull out a red marble. Pull the one black marble, and you miss out on the money. Do you want to stick to your estimate or do you want to draw a marble?

I’d like readers to think about this before continuing with this article. Make a ranged estimate of the number of SharePoint developers worldwide who drive a yellow car, and then decide whether you want to stick to your estimate or take your chances with the marbles.

(Cue game show music where you have 10 seconds to decide with a little ping sound at the end.)

The suspense is now killing you I am sure. Want to know the correct answer?

Find out after this short commercial break (game show speak for wait till part 2 of this series )

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Hi

I attended and spoke at the Perth Business Analyst World Conference this week and really enjoyed it. This was a bit of a departure from the SharePoint events that I normally frequent, and I really didn’t know what to expect. Certainly, not having to fly 30+ hours just to speak is a big plus The recommendation to the organisers to consider me, came about via Craig Brown, who has a very popular project management blog that I follow. Thanks so much Craig, I owe you a beer when I am in Melbourne next.

The conference report…

My talk was actually *not* about SharePoint and instead I was able to focus on more of my material on wicked problems, the shared understanding/shared commitment principle and then, the sense-making tools and techniques that I use to help bring this about. I was also able to demo the fruits of a very exciting, non IT project that I have been working on for a long time (more on that in a future post).

Despite my “This ain’t my normal crowd” trepidations, the feedback was great and the best thing to hear from participants, was that for many, it was stuff they have never heard before. That, for me, was really satisfying because I like the notion of presenting new ideas that actually have some decent practical examples to back them up. (This is something Andrew Woodward and I have in common. We love academic rigor for what we use, but it has to have been used in the real world with tangible success). Although I know that some people will disagree with the methods that myself and my colleagues use, I was able to demonstrate what I think is some pretty compelling case studies that support them.

What was interesting though, was that the examples and case studies were able to support what a lot of the other presenters had to say as well.

Ann Smith of Black Circle for example, had a great talk that was essentially about human cognition; essentially the wiring in our brains that serve to explain why big, fat documents are often not good ways to convey information. (Being a practicing dialogue mapper, no arguments from me there!) I am a nerd for this sort of stuff, having written previously on behavioural styles, learning styles and organisational culture, and Anne offered some new, interesting things that I have previously not considered or covered – more blog fodder for CleverWorkarounds, methinks.

Another highlight,the Western Power Business Transformation project, presented by Lorraine Pestell was also fascinating (I have a weakness for voice of the customer type sessions and this was no exception). Many of the strategic challenges that they are facing, such as sustainability and the changing business/regulatory environment, is very similar to the work I am doing elsewhere and it was great to see how Lorraine and her team were approaching the challenge and has given me some ideas and approaches to take back with me to my clients and projects.

The BA identity crisis

But back to the question suggested by the title of this post. There were some panel and round-table sessions about the topics of what actually *is* a BA, how you validate or recognise BA excellence, and the perennial BA versus PM turf-war debate.

Up until this time, I had actually never considered myself a BA because I had never actually given it any thought! As a self employed consultant, the only thing that matters is doing a good enough job to keep people wanting you to come back. So to that end, I didn’t worry so much about what I was called, provided that my clients were happy and the invoice was paid. But even if I wasn’t a consultant, I think that role titles often do not reflect reality and they also have a pigeonholing effect, depending on the attitudes and perceptions of what others think that role entails. Many position titles were discussed, “Solutions Architect”, “Business Architect”, “Change Manager” and some that were so pretentious that they bordered on wanky. More fancy words with no more clarity. No wonder many BA’s are struggling a bit for a sense of identity.

What I noticed when talking to the conference participants was that some attendees spoke from a lens where they seemed to feel that it was incumbent on them to provide a “translator” role between IT and “the business”. After all, nerds and CFO’s can’t communicate right? Enter the BA to ask questions and solve problems.

I have no major objection to that notion at some levels, but it is that *precise* mindset that makes me think “Well, I am definitely not a BA.”

Why? It was the notion that this “translation” was based on being the go-between from IT and the business. Thus, taking what one party says, transforming it and then passing it to the other party. As a result, BA’s are acting as a listener and interpreter, yet relaying second hand messages (messages that may be very different originally) between parties.

I personally balk at this. In fact, it really grates on me. By that definition, I don’t think I am a BA at all.

Interestingly, other topics of conversations were around “Well, how does a BA fit into Agile?”, “Is there a place for the BA in an Agile world”, and the like. What was interesting, and somewhat concerning, about these conversations was that those BAs who tended to think of themselves in terms of this “translation” role, really did not have a great grasp on the underlying principles of what we now call “Agile”.

Although Agile means a lot of different things and there are different sub-methods applied, these BAs got all focussed on the processes of Agile. They overlooked the fact that the process is actually the means to an end and it is the end-game that they have overlooked. Agile, (okay well Scrum anyway) attempts to use process and rigour (yes, rigour!) to make a project as conducive to shared understanding as possible. Probably the best thing that Agile does, above all else, is put diverse people in the same room. That alone will make bigger understanding breakthroughs than anything else!

Business Analyst KPI – shared understanding?

So, why am I not a BA?

My methods for translating are fundamentally inclusive. In other words, I do not “translate” anything, “take” it to another party and “relay” through my own words (and lens). I feel that despite all best intentions and whatever diagramming or modelling tool that you use, when you do this, you will always still find that you have your own cognitive biases that will not necessarily deliver the shared understanding that you think you are delivering. Instead, what I do is provide a rich container for a group to explore an issue together. In the same way that Agile tends to like all project members and stakeholders to be in the same room, Dialogue Mapping puts everyone in the same room and provides a suitable container for handling dialogue in a much better manner than traditional meetings and workshops.

If you agree with my previous assertions that a lot of the visible causes of project failure (scope creep, vague requirements, etc) comes from a lack of shared understanding among participants, and that BAs identify themselves as the bridge between IT and “the business” (which by the way is an insultingly gross simplification), then isn’t the ultimate KPI for the BA is to create and maintain that shared understanding? If not, yours is just another opinion that is counted no more or less than anybody else’s. Are you signal or noise?

So, in my humble opinion, the role of the BA is not to be the go-between from disparate stakeholders. Instead, it is your ability to create the sort of conducive holding environment that enables project participants to achieving shared understanding. How you do that is completely up to you of course, and if you have managed to progress a group from an agreed undesirable present state to a desirable future state, then your methods are totally validated.

Get over titles…

Now, if you call yourself a BA and think I am picking on you because you feel that you are the translator, don’t feel bad because plenty of PMs are guilty in their way too. In some ways, I feel that business analysts only exist as a career because enough people with the “Project Manager” title thought that time and budget alone were the only factors in project success. Some PMs who disagreed with this, felt that solving the problem was also critical, gravitated to the discipline of what we now label as “Business Analyst”. Some application developers that felt there was more to life than cutting code and made a similar gravitation. Put a bunch of like-minded people together and soon enough we have a “cool kids” club and lo’ and behold, we have a new discipline with a new set of titles.

(“Information architect” is a more recent example of this phenomenon than “Business Analyst”).

But, let me tell you something else about this title misconception. For a BA to label all PMs as interested only in time and budget is an insult to those PMs who actually understand that achieving and maintaining shared understanding is the end-game. The truly great project managers who I have had the pleasure of working with were actually leaders, not managers. They have all of the same characteristics of what makes a truly good business analyst: Critical thinking, soft-skills and most of all, a great radar for determining when stakeholders are not aligned and doing what is necessary to rectify the situation. They do not always dive into process and structure because their particular body of knowledge told them to. Instead, they have coffees, drink beer, conduct lunch-time workshops with free food and beverages, mediate, essentially whatever is needed to oil the cogs of dialogue that prevents something small becoming something nasty later.

By the way, I have met some angel application developers like this too, as well as infrastructure people.

If you want proof of a truly great project manager, then Kailash Awati’s wonderful site should be mandatory reading for both the BA and PM disciplines (and scrum masters too for that matter!). Kailash writes what essentially is a project management blog, but he has a deeper understanding of the sorts of soft factors that would put many BAs and some facilitators to shame.

Conclusion

In my talk at the conference, I emphasised that the ultimate success factor in any project is bringing about shared commitment through shared understanding among the participants. I believe that achieving these goals is the ultimate KPI for a BA, or anybody else who feels that they are there to help solve a problem, not deliver a crap solution that happens to be on time and on budget.

Thus, any method that helps a group achieve this is a good method because it has made a positive difference in advancing a group from understood present state to an understood desirable future state.

So, perhaps I am, after all, a BA?

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Hi all

Some time back a publisher sent me a self-help SharePoint book pitched at end users. I figured that I don’t really represent an end user and the best way to review it would be to make Mrs Cleverworkarounds review the book. I mean, after all, getting the spouse to bring home the bacon is part of my quest to eventually be a kept man! However, my grand plan ran aground after a while – she got around halfway through the book and came back and said “It’s easy to follow and all, but I don’t understand *why* I am doing these things.”

As a result, I never published the review of that particular book.

If you are wondering what the point behind that little anecdote is, then read on. 

“Seamless Teamwork” by Michael Sampson is a book that I knew I had to review – from when I first heard about it and read one of the chapters at its web site. Its subtitle is “Using Microsoft SharePoint Technologies to Collaborate, Innovate and Drive Business in New Ways” and as expected, this is a book that looks at SharePoint through a different lens to most of the technical books that I review (with the exception of Dux’s great project management book).

In fact Dux’s book is actually a great frame of reference when reading this book because both authors have adopted a similar approach. Rather than focussing on the technology, both books focus on a specific problem domain and explain how to leverage the technology through the exploration of that problem. In doing so, they avoid the pitfalls of “end user” SharePoint books that lack coherence like the one that my wife was dissatisfied with. Why? Because there is a clear outcome to achieve by the end of the book.

Here is the funny thing, though. Both authors approach the subject matter from the perspective of a new project that needs to be successfully implemented, yet Michael actually uses SharePoint in a very different manner to how Dux does in his book. Does that mean one of them is wrong? Not at all. In fact it really hit home to me that if you can achieve *true* buy-in and shared commitment to a particular solution, then the technology aspects can be implemented in a number of different ways. Michael actually makes this very clear in his preface when he says

In a book of this nature, it is impossible to cover every eventuality, every situation, and every approach. What I hope you get out of it is a vision of how you can apply the capabilities of SharePoint to the work of your team, rather than a prescription of what you need to do at each and every point of a teaming process. Embrace the ideas that work for you and ignore the ones that don’t.

This book explores SharePoint through the “fly on the wall” view of “Project Delta” where an up and coming MBA holding brown-noser named Roger has kissed enough butts to be handed a high profile project to drive growth in the overseas market for his company. (Okay, so I am embellishing the back-story just a teensy bit). Through Roger’s eyes, we discover why email based collaboration is not sufficient for project collaboration, along with some teamwork theory, cleverly interwoven around the storyline. "Project collaboration” is broken down into more specific outcomes and explored individually, illustrating what capabilities of SharePoint are suited to these outcomes.

• Collaborating
• Finding
• Accessing
• Using for decision making
• Enforcing structure
• Publishing and managing

.. and that was just chapter 1!

Chapter 2 introduces the project management model used by Roger and the intrepid heroes of Project Delta. I like this chapter because he offers enough meat to theory nuts like me, while balancing useful and relevant SharePoint content. First up, five project phases are defined and explained, namely:

• Creating a shared vision
• Understanding the options
• Analysing the options
• Making a decision
• Concluding the project

This particular choice of wording has no references or footnotes and googling the exact terms leads me straight to Michael’s book so I presume that he is applying his own world view here. Next, we focus on getting the right people involved in the project. Roger has to identify the people with the right mix of skills, background and experiences to participate and this provides a nice dovetail to introduce SharePoint user profiles and “My sites”. As well as explaining the concepts and workings of this SharePoint feature, practical tips are offered to get the best out of it as well. The chapter concludes with a project team identified, assembled and ready to rock and roll.

Chapter 3 now focuses on the different audiences involved in a project, namely the project team, the project sponsors and stakeholders and “everyone else”. SharePoint team sites are introduced by examining the information needs of each of these groups and illustrating that one size does not fit all. The chapter walks through creating a site for each of these groups using a site and subsite hierarchy and the permissions required. Blank site templates are used (something I also tend to start with) and then some “projecty type” out of the box lists are created, as well as the ubiquitous wiki library and a blog site. Finally, some out of the box web parts are added to the mix.

All in all, a great example of a practical project oriented site that one could use or build upon.

Chapter 4 expands on these sites by switching focus from creation to actual use of the site. Michael writes about the “Seamless Teamwork Approach” to project collaboration and then uses this as a platform to explain alerting, RSS, basic usage of the lists, wiki and blog. The key theme of this chapter is the section about “teamworking protocol” – in other words, team members need to agree on the general approach to how they will work together. The most important point  in this chapter deserves its own entire chapter.

It is expected – and absolutely beneficial – that people have disagreements and differences of opinion about key matters in the project. If everyone thinks the same, a team would not be necessary. However the key is that we will not allow disagreements to derail the progress of the project, because we agree to listen carefully and resolve our disagreements through candid dialogue and debate.

Chapter 5 through 9 now examines each of the five project phases  that were outlined in chapter 2.

Chapter 5 is all about creating a shared vision. We examine the different types of vision (again from my research this view of vision seems to be Michael’s ideas and not based on any of the methodologies or academic stuff that I have read). We cover planning for engagement with stakeholders using a wiki, before the actual engagement process itself. Once again, this chapter is a deft mix of the product, the process and the rationale behind the approach. This chapter does not stick strictly with SharePoint either as we have the scenario of a PowerPoint presentation being viewed over a live meeting session for geographically dispersed stakeholders.

Chapter 5 also delves a little into some of the factors that cause the “chaos” that derails projects. The importance of timely notification of changing constraints or circumstances is covered by reviewing how the RSS and email notifications (tasks list connected to Outlook) are used. Finally, for some odd reason, Michael devotes two pages to placating those annoying mac users who, no matter that the problem is, has already tried to convince everyone that buying a mac is the solution…hehehe!

Chapter 6 is all about identifying options and starts out by examining how to effectively brainstorm using the SharePoint wiki (and confluence gets a mention also). OneNote is also covered and I found the shared OneNote notebook idea quite interesting as I have not tried that myself. This chapter is heavy on guidance and decorum around how brainstorming should be approached to get the most out of it. The chapter concludes with consolidating and synthesising the ideas.

Chapter 7 is all about analysing the options from the collated list. The key question here is “what could we realistically do?” This chapter is the first one to introduce the notion of a custom list. In the example, a custom list is used to track further analysis on each option. I loved the little governance interlude here, where Roger, being the angel user that he is, contacts Gareth, the ever friendly and helpful SharePoint support person to get advice on the best way to structure the custom list. (What sort of utopian fantasy world are you painting here Michael? ). Seriously though, this is actually quite an advanced chapter in terms of SharePoint conceptual stuff, given that document based content types are also introduced here too and various permutations of mixing and matching document libraries, wikis and the perennial folder vs metadata debate. Thankfully, Michael did not poo-poo folders outright and instead gives one of the best write-ups I’ve seen on the pros and cons of folders vs metadata. He also covers site columns and how they can be scoped. This is great stuff.

The final section from this chapter is on meetings, with participants are either in the same location or separate locations. There are different types of meetings for different purposes and advice is offered on how best to run these meetings and when and what technology is appropriate to augment them. Microsoft’s free conferencing tool, “SharedView” is covered (something I never knew existed until I read this book – duh, Paul!) SharePoint meeting workspaces and Groove 2007 are covered also. The technology detail covered in this section is matched by great, practical advice on how best to use the tools, given the circumstances.

Chapter 8 is entitled “Making a decision.” Now our intrepid Roger has come to the crunch and gets a recommendation made, circulated and signed off. Here we use SharePoint surveys to do the task, but in reality, this chapter is not about SharePoint at all. The meat of this chapter is around the processes needed and advice on decorum in particular situations. There is a smattering of wiki and a good section introducing workflows in context of the feedback process, but fundamentally, the value of this chapter is in the non SharePoint material.

Chapter 9 is all about concluding the project. Roger’s butt kissing and pandering to stakeholders’ whims are finally at an end with confirmation that the final recommendation on project Delta has been accepted by senior management. Tasks include updating participants “My sites” with the project details as well as any skills learned, a blog post about the project in my-site, and the essential, but unpopular task of cleaning up all the loose ends of the projects from a compliance, archival and retention point of view. Some final housekeeping and we are done!

My favourite chapter of the book is actually not in the book at all. It is a separate chapter available from the Seamless Teamwork website and is all about SharePoint governance. I highly recommend this chapter, as it one of the best write-ups that I have seen on the topic so far. 

Overall this is a terrific book, yet there are sections where advice is given that I would personally not take. Some things I flat out disagree with. But I need to fair here. I am currently surrounded by a dozen books on team dynamics, facilitation, soft systems methodology and risk management so I am not the intended audience for this book. Just because I have different philosophical approaches to some aspects does not detract from this book at all. In fact, it comes with the territory of a book like this and this is why I think it is such a great read. I personally find it quite easy to write technically oriented articles, but to delve into ‘soft’ topics like team dynamics, project chaos, developing shared vision and the like is actually much more subjective and I think, ambitious and difficult to write well.

If I was to make a broad comparison with Dux’s book, which is about the closest thing to a comparison out there, I would say that Dux covered more SharePoint feature areas than Michael and stuck fairly close to the project management body of knowledge. Michael on the other hand, delved deeper into some of the softer topics around how teams can deliver great projects. Apples and oranges really, and I think that both books compliment each-other exceptionally well.

The other commonality with Dux’s book is that readers with a technical audience who skip the preface will probably not like this book or consider it too light on in terms of low level SharePoint coverage. Michael is very clear in his preface here. This book is for users, information workers and project team members who want to make the best use of SharePoint for their team. To this end, Michael has completely nailed what he set out to do and should be commended for delivering the goods.

It is great to see SharePoint books coming out that delve deeper into the mechanics of team collaboration, before diving straight into product features and capabilities. Previous books have tended to gloss over the non technical side of team collaboration and this book fills the gap nicely.

Thanks for reading

Paul Culmsee

www.sevensigma.com.au 

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Quick note: This is another of the sort of posts where I cannot help but feel that some readers will wonder what I have been smoking. It is not essential, but reading the “one best practice” series will provide a lot of background to this post.

On the grand scale of world problems, your average messed up SharePoint project would not be considered particularly “wicked”. If you compare a haywire SharePoint project to the truly *global* wicked problems, such as global warming, the Israeli/Palestinian conflict and Tom Cruise, then it kind of makes you realise just how good we SharePoint architects, developers and engineers have it. I mean, hey, if a bunch of nerds can’t make little ol’ SharePoint a success, what hope do we have for the big issues like making Tom Cruise less of a tool?

I know some people who have left SharePoint architecture work because of all the “people crap”. If you think “people crap” is bad in IT, imagine trying to mediate between the myriad of stakeholders involved in, say, cuts to carbon dioxide emissions. That is a world of hurt that is so huge that it pains my brain just to imagine it.

Last year when I was learning the dark Jedi arts of dialogue mapping I got to know David Price, one of my fellow students who operated in that world of hurt. David is a very smart man indeed, with a Ph.D in organisational learning and environmental policy. His career has included public policy consultancy, TV documentary production, academic research and mediation.

It was during that training course that David introduced me to a joint venture that he started with another scarily smart man named Peter Baldwin. Peter is an Australian who had a 15 year career in national politics, including six years as a federal minister in the Australian government. Unlike many Australian pollies, his background was engineering. After leaving politics, with a keen interest in how the web could “raise the quality of debate about public policy issues,” he cranked out visual studio and got down to some coding.

The “baby” from this collaboration between David and Peter is a unique tool called Debategraph and it is a very interesting tool indeed.

DebateGraph was conceived as a tool to improve the quality of public debate on contentious or complex issues. Public debate, in general, is usually pretty awful. David and Peter explain why this is the case pretty comprehensively below.

Public debates tend to be complex; with multiple data sources and perspectives and conflicting demands and values. In complex debates, the volume of information and arguments can seem like an overwhelming obstacle to someone, trying to develop a comprehensive understanding of the essential arguments advanced by all sides.

Public debate is all too often characterized by repetitive contributions, digressions, argumentative fallacies, rhetorical flourishes, manipulative framing, obfuscation and personal attacks that result in a high noise-to-signal ratio and confusion rather than clarity.

Conventional media reporting of public policy debates often struggles with the challenge of conveying nuanced, reasoned positions in a compressed linear form, when simple heated oppositions deliver a more dramatic and rewarding effect.

This, in turn, makes it harder for established public figures to think tentatively and creatively in public about new policy approaches and to acknowledge strengths and common ground in opponents’ positions.

We are talking about wicked problems here a lot of the time since public policy debates by definition respond to problems or questions where the general public are stakeholders. This means that there are a lot of varied stakeholders with even more varied world views and frames of reference. By creating a tool to improve the quality of a public policy discussion, DebateGraph is a tool that helps to deal with wicked problems themselves. What is interesting about DebateGraph is that like the IBIS based issue mapping that I practice, it is a visual, map based approach, yet it was developed independently from Conklin, Compendium or anything else in the space.

DebateGraph is a free online service. It allows the global community to collaboratively build maps of complex debates that accurately present all sides of the debate from a neutral standpoint, free of repetitive clutter and ‘noise’. Like a wiki, all aspects of the debate maps, both their content and structure, are continuously open to revision, refinement, comment, and evaluation by anyone who wants to join the community of thought. Each map is a cumulative work in progress.

Readers and editors of the maps can explore the top-level structure of debates and delve into specific strands or sub-structures of a debate. What interested me was the fact that the debate maps can be embedded into other websites; with changes made to the map on one site updating immediately across every site on which it appears.

DebateGraph also has RSS and email alerting like SharePoint, as well as a unique rating system where users can specify how much they relate to, or believe in a particular argument. The map then self reconfigures based on what arguments are considered the strongest. In effect, the map becomes a multi-dimensional poll or decision making tool.

“Although consensus can emerge from such a process, not least because it promotes the discovery of previously unidentified options, our hope is as much that the people who continue to disagree will do so on the basis of an enriched understanding of the reasons for their disagreement and having had the chance to test each other’s reasoning to the fullest.”

How DebateGraph works

Using DebateGraph is pretty easy, given that you can embed it into other web sites as I have done here in this post. From the hundreds of maps that I can choose, I’ve decided to embed the map of the global financial crisis for you to explore. Click on the bubbles below and move them around. You will find that like bubble-wrap, you will spend your first few minutes immersing yourself in moving nodes around and navigating here and there. Go ahead and have a play – I’m patient – I’ll wait for you

Right! I’m guessing around seven minutes have passed. Now that you’ve had a play, click on the first arrow, below the map and above the bottom toolbar. This will take you back to the top level financial crisis map. Let’s take a closer look at what is going on here.

Attached to this “Global Financial Crisis” map is several root questions covering the cause, consequences, triggers and response to this problem. If you hover your mouse over any of the nodes, you will find a more detailed view of the question. Hover your mouse over the arrows between nodes, and you will find that the questions “arise from” the central “global financial crisis” node.

Also, note the thickness of the arrows between nodes. The width represents the importance placed on this node by the community of users that have developed this map.

The node colours are important too. Click on the “Long term causes of the financial crisis?” node above, and it will break out to a sub-map. Here the nodes are blue, rather than orange as shown below. The difference in colour is because these nodes are possible responses to the question “Long term causes of the financial crisis?” Once again, the width of the arrows indicate the community’s view of the validity of the responses. Now let’s look at a response that would potentially be divisive. One of the potential answers to the long term causes of the current crisis is “Natural financial dynamics of the baby boom generation.” So, it’s all the baby boomers fault, is it?

Clicking on the “Natural financial dynamics of the baby boom generation” and we see a map with a few different coloured nodes. This is because there are some supporting and opposing arguments to this idea. The green nodes support the idea and the red nodes oppose the idea. This is the essence of the pro and con type arguments used when you create IBIS maps.

There are also some other nodes where the direction of the arrow is the opposite to the ones we have examined so far. These are links to other maps, and if you highlight the outward arrows, you can see that our current map relates to nodes in completely separate maps.

This highlights a really important point about DebateGraph. It links related issues into a “web” of argumentation allowing readers to fully explore the myriad of interlocking issues that make up complex problems without “drowning” in information overload.

Contributing to debates

If you feel strongly on a particular subject then you are free to contribute to the debate. All DebateGraph maps have a toolbar that allows you to perform more advanced activities.

From left to right, the icons perform the following tasks

• Open the DebateGraph home page
• Show detailed text and comments for the currently selected item
• Add comments to the selected item
• Open this map in mapper (map edit) view
• Edit this map in mapper (map edit) view
• Search all DebateGraph maps for a given term
• Share this map view or embed it in your own site
• View the map in full screen mode
• Key and explanatory notes for maps

SharePoint Governance?

Andrew Woodward suggested that I should create a DebateGraph map for us all to collectively explore how we could save Tom Cruise from complete agonising lameness. I chose not to do this for three reasons.

1. Tom Cruise cannot be saved
2. Tom Cruise’s lawyers would sue my ass
3. There are more important topics to explore

Let’s instead talk about a pet topic of mine: SharePoint governance.

Governance in SharePoint is pretty misunderstood. There are many definitions of governance and they are all equally right, when judged through the lens of the person defining it. I have my own interpretation of governance (which is, of course, the definitive and completely correct one! – hehe). Maybe we should debate the issue?

Joel talks about a SharePoint governance plan needing to be a ‘living’ document and in fact he states this explicitly in the sample governance plan that he did for Microsoft. I agree wholeheartedly on this notion. The reality is that documents like MSWord documents are not overly conducive to this ideal. The paradox is that the bigger and more comprehensive the governance plan is initially, the harder it can be to maintain and manage over time, and therefore, the greater the likelihood that it can go out of date or fall into disrepair over time.

As a result, it occurred to me some time back that a DebateGraph map is the sort of “living” document that a governance plan really aspires to be. So, I roped in a couple of friends, most notably Andrew Jolly and Ruven Gotz, and together we experimented with DebateGraph to explore our own questions and ideas on the topic of SharePoint governance. The result is the map below which you can explore.

Seven Sigma web part for DebateGraph

It then occurred to me that others could benefit from this experimental exploration of the topic of SharePoint governance. This gave me the idea that having a “SharePoint governance web part” that could be added to any enterprise SharePoint portal would be a really great way to augment internal governance efforts. Additionally, one of my clients is responsible for conservation and sustainability at a local level in the community. They loved the DebateGraph debates around environmental, social and economic sustainability and this web part idea would work equally well for them.

Accordingly, my company, Seven Sigma, has just released a free webpart for SharePoint that allows you to embed DebateGraph debate maps into your SharePoint sites and tune their display to fit into enterprise SharePoint portals. The default debate is the SharePoint Governance debate shown above, but you can view any of the many Debategraph maps via the web part properties.

I have recorded a couple of webcasts, covering the installation and usage of the web part which can be viewed below. Otherwise, click here to download this free web part from the Seven Sigma web site.

Conclusion

This new web part and the SharePoint governance debate, are essentially an experiment in trying to tackle collaboration a novel way. Like any wiki, to make it truly “living”, the maps need contributions from people who have something to offer on the topic. I fully accept that this initiative is not going to be everybody’s cup of tea, but I hope that it might get people to think about the sort of possibilities presented by this sort of wiki based display. The fact that all of the issues, ideas and argumentation can so easily be made available to a wide audience via a simple web part I think is unique.

Thus, if you would like to contribute to this SharePoint governance debate sign up to Debategraph and we will add you to the governance debate.

I think that DebateGraph, and applications like it, may well represent the next step in the evolution of collaborative applications. While Twitter and Facebook have found interesting ways to bring people together, those applications aren’t exactly going to provide you with the sort of ‘container’ required to tackle really wicked problems. I foresee a lot of development in this sub-genre of collaborative applications in the future.

In other words, watch this space!

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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Hi

I have been very busy on a number of fronts – which is why the blog hasn’t had much attention lately. I’ll be back soon enough though – once I get a few big jobs done.

For those of you that are not aware, there is a podcast interview that I did with Brett Lonsdale at Sharepoint Pod Show where he allowed me to blab on and on and on and on Poor Brett – he didn’t know what he was getting himself into at all!

So if you think my posts are boring and wordy, wait till you hear me talk!

Paul

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Today I presented a session at the Perth SharePoint Users Group. I was a little unsure whether my non-technically focussed content would be of interest to the geeks but the turnout was terrific and the feedback has been brilliant. (The 3 copies I gave away of Dux’s excellent “SharePoint for Project Management” book may have sweetened the deal – hehe )

My sincere thanks to new user group president Sezai Komur for giving me the opportunity to present this material as it was the first time it has seen the light of day in Perth.

If you want to check out the slide deck from the session, you will find it below. Expanded information that builds on this content can be found at the Seven Sigma site, as well as here at CleverWorkarounds.

Thanks for reading

Paul Culmsee

www.sevensigma.com.au

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