Wednesday, July 20, 2011

A favorite article of mine...


Effective Business Ideas

Be Interactive, not Reactive or Proactive


Run, run, run. React to this, react to that. How can you be effective when you are continuously being pulled into situations? You want a way out and you think the solution is to become proactive. But how? And what does this mean? Are you now simply pushing the same people and situations that used to be pulling you? And how can you know if you are headed in the right direction?

Being reactive implies your action begins after the fact; acting in response to a stimulus or situation, as if simply poised waiting for something to happen. I don’t think this is ever the case. I usually feel reactive when I am hit with something I did not anticipate.

The other tactic is to be proactive, which implies that your response is preceding the action. Creating a solution before being requested to have one. Anticipating what is needed and having it ready. This seems like a great position to be in; however you need to know what to be ready for. You cannot anticipate everything. The important question is how to be selective?

What does it mean to be Reactive or Proactive?

A little analysis will show something about these two tactics or styles of business effort.

Benefits: When you are reactive you know there is a situation requiring action. Unfortunately the correct action is usually needed prior to you hearing about it, so you now take corrective action – clean up the mess or stop the leaks.  A proactive tactic may head off trouble or anticipate a request. Or, you may be off the mark. You may be doing something unwanted. You will only find this out after you are done – the hero if you focused on the correct situation, reacting yet again if you did not.

Learning: Not much is learned in either case. A reactive style doesn't pay much attention to expanding knowledge, new skills or finding a better way. There is not much time to learn when you get one situation handled and another pops up. The proactive style is always looking forward; it rarely reflects or evaluates results.

Costs: A lot of effort goes into both tactics. They each take enormous amounts of energy to keep going. Neither is mindful of resources. The reactive style throws everything available at the situation and the proactive style often uses resources to plan ahead in areas that are not needed or important.

Characterizations: A Reactive style is coiled, anticipating, and defensive. The Proactive style is pushing out, busy, and alert. Both are vigilant stances.

Be Effective, be Interactive

What would be an alternative to these two styles? Being Interactive. This means you get involved and stay involved with people without there being a problem or situation. You know what is happening around you. What are your bosses’ goals? What concerns do your peers and customers have? If you have people reporting to you, what are they thinking about? And don’t be shy about your own goals and needs. Make sure other people know what you are thinking and planning. The more you know about your organization and the more people know about your goals, the more successful the organization and you will be.

An analysis of interactive tactics shows a different picture.

Benefits: You are very involved with your environment.
Learning: High levels of insight and knowledge building.
Costs: Maximization of resources; not waiting, not over planning or jumping the gun.
Characterization: Involved, asking questions, doing research, finding out how things work, what is needed, what isn’t.
Will being interactive mean that you will never be blindsided and start to feel reactive? No. However, when the unexpected happens you will have a better sense of how urgent the matter is because you will know the priorities of your business. You will know who to work with so it can be resolved with a minimum of fuss and effort.  Does it also mean you never have to be proactive? Of course not, in fact a proactive style will be a natural outcome of being interactive.  You will know what is needed and not have to second guess those around you – you will know that you are headed in the right direction and have support and understanding from colleagues and clients.

Will everyone respond positively to this change? No. However most will respond well as they see you are interested in them and their concerns and goals. And others will come around as you practice and model this new tactic and they begin to see the benefits.

How to change tactics

How do you make this shift? Try these suggestions and then share them with everyone.

1)    Take time to debrief with all involved; especially from reactive situations. Work with these questions: What could have been done differently? Do we need a contingency plan in place for this (process, strategy, etc.)?
2)    Create learning situations with clients and colleagues. Teach what you do and know. Learn what others do and what they need. Update this learning often.
3)    Be creative - use the learning to the benefit of all parties. Share ideas, link ideas. Look for best practices, benchmarking, clear roles and responsibilities.
4)    Look for barriers to understanding and cooperation. Then work with others to eliminate these as they arise.
5)    When going into a new situation, ask of everyone: What do you want to happen? How will we measure our success? Look for understanding, past successful actions – start out right.
6)    When completing a task, ask everyone: How could this be better?

Use these suggestions to reduce frustration and anxiety and introduce stability and creativity.

They say it is lonely at the top; this is nothing compared to being stuck in a reactive or clueless proactive position – not being effective when you want to do well. Being interactive gives you a tactic to work well with people. And it might be the tactic that gets you to the top, so you can find out if it is really all that lonely.


© Fritz M. Brunner, Ph.D. 2005

Tuesday, April 12, 2011

New article

Here is another article that I wanted to share. 


Effective Business Ideas

Two Approaches: Tactical and Strategic


When should you be tactical? When strategic? The usual answer is to be tactical when looking at an issue that needs to be taken care of now and be strategic when looking at the future.

Most corporate contributors are tactical all the time. It’s what they are asked to do. It’s what they get rewarded for. It’s what they need to be to stay “on the ball.” Managers are usually contributors promoted, and hopefully promoted again, because they excel at the tactical. Guess what? They continue to be tactical. And they continue to get rewarded for “taking care of business.” However, they are also asked to be more strategic. So what do they do? They try to be strategic; they use SWOT to determine strengths, opportunities and threats (they often overlook weaknesses), and then they go back to the familiar. Tactical.

How to be Strategic

First lesson – Strategic isn’t a thing you do some of the time. It’s a way of thinking that is done all the time. Yes, even when you are being tactical. Let me illustrate this point. Imagine you are sitting at your desk right now. (You are? Good.) On your desk pad is a yellow Post-It that represents the issue you have been asked to “take care of.” Stretch out your left hand and put a finger on the issue. Look at this issue and now think about how you will solve it. Use your usual tools; teams, task forces, consultants, etc. and get it done and get your pat on the back.

Works well and feels good also. Now your manager asks if you considered how this solution fits with the units’ overall strategic plans. What do you do now? Do you know the strategic plans? Did you consider the plans? Most likely, but you probably did so as an after thought. How could we improve this picture? Remember your other hand?

Sit back at your desk and keep the left hand pointed at the yellow Post-It. Now use your right hand to bring in other ideas. Still work with your tactical tools, teams and all. But bring in some new tools. Your right hand can be pulling out your strategic plan. It can also dial the phone to talk with some new people or do new research. You want to already be doing this research so you are aware of new developments, new processes and procedures, and what the competition is up to. Let this strategic right hand work with your tactical left hand so you bring the best to the solution.

Is this Strategic Planning?

No, it is strategic thinking. Strategic planning is the periodic effort that all organizations engage in to set the direction for the next period. It is the effort that informs your operational plans. Strategic thinking is what you do all the time. It is thinking that keeps you on track. It helps you know that you have your organization structured to support the plans, and that the plans will continue to drive business – up, not down.

Elements of Strategic Thinking

Second lesson – Strategic thinking is not a fixed or predictable thing with a uniform set of tools. It doesn’t have steps or milestones. If you are lucky, you have a mentor that does this well and you can learn for her or him. One problem we all have is that there are few who are proficient at strategic thinking and therefore not many who can mentor and teach.

At its’ heart, strategic thinking is looking at all the elements that go into strategic planning when it is not planning time. The elements you want to look at depend on your business circumstances. It may center on customer concerns, competition, research and development, financials, or all of the above and some I didn’t list. This doesn’t mean you become an expert in all these areas. It does mean that you keep track of them or know who does and talk with them. You stay interactive with others; all the others, not just the usual others. It also helps to look at situations in different ways with different questions – new questions.

New Questions

New questions and new perspectives help you look at issues or situations in ways that lead to strategic and tactical success. Let’s look at some questions. (You may be using these already, if so great. However, do you remember to use them in all situations?)

What is the positive aspect of this issue? What are the negative aspects? What is interesting about this situation? What makes this idea unique or valuable? In what ways can we build on this idea’s advantage? What are the factors for success in this situation? What is the history of this problem? (More on questions can be found in a book by Dorothy Leeds, Smart Questions: The Essential Strategy for Successful Managers.)

Lets try a simple example. You are responsible for the consolidation of two offices. Looking at the positive and negative aspects is a relatively common set of questions to use. You would be looking at costs to move and risks of moving, among a host of other concerns. You would be weighing these positives and negatives to arrive at your decision. Now let us add-in some other questions. What is the history? Have we moved in the past and if so with what results. Where are our customers and would this move impact them? What are our factors for success in this move? And so on.

Let any question be the start for other questions. Look for ways to bring in outside issues or concerns. Let these concerns include areas that might usually be looked at as not relevant. Do this to enlarge and enhance conversation and inquiry. However, do not let it pull you away from making a decision; timely decisions trump endless questions.

Please realize that this type of thinking takes practice. Give yourself time to become proficient in strategic thinking. And don’t give up being tactical – you need both skills.

© Fritz M. Brunner, Ph.D. 2008, Version 1.1