Monday, April 11

Rethinking Education: Immersion, Part 2 of 3

reading
Yesterday, I received some thank you notes from students in an intermediate class, ranging from third to fifth grade. I had made a modest donation to fulfill a DonorsChoose project request for a phonics program because the students haven't mastered reading and writing.

The pictures alone tell the story. While my own daughter, age 4, is learning to spell and recognize simple words, these children are struggling to the do the same. Imagine that for a moment. They're in third grade to fifth grade.

Sure, it's very likely some of these children are new immigrants (not all of them are), placed at a grade level based on age. But sooner or later, they will be combined into standardized classrooms to either fail or command so much attention from a teacher that the entire classroom will struggle with rudimentary skills so slower classmates can catch up.

"Education is not the filling of a pail, but the lighting of a fire." — William Butler Yeats

I've never met a kindergartener, first grader, or second grader who is disinterested in school. So when does it happen, exactly?

If you believe Waiting For Superman, it happens sometime in the fourth grade. Personally, I think it happens well before the fourth grade — the foundation is laid as early as the first grade when teachers begin to assign labels for success.

Thank youThe problems with the education system merely manifest in the fourth grade, when testing begins and the children start to exhibit whatever predestined labels have been attached to them. This child is an overachiever; this child is an under performer — with most of those labels being assigned for very little reason other then their willingness to conform to an environment or their socio-economic background.

What's especially odd, however, is that students aren't as aware of their socio-economic background when they enter school as the teachers who educate them. They are also less aware of other identifiers too. Skin color makes little difference to them. Religious preference doesn't enter playtime conversations. Role modeling is mostly non-existent, at least among new peers.

For the most part, any pressures they face pale in comparison to those Ruby Bridges Hall faced as the first black American to go to an all-white school in New Orleans. She graduated and became a travel agent. Obviously, she wasn't deficient or predestined to fail despite her circumstances.

At yet, here in Nevada, we continually hear that socio-economics has driven the state to have the worst high-school dropout rate in the nation. Most studies suggest that low-income families are the primary driver. Others claim Nevada's poor performance is merely a matter of how the numbers are crunched, saying that the state's rates suffer from poorly performing students who move here. Others say it is because not enough is being invested in education.

The excuses don't seem to account for the trends tracked by America's Promise Alliance. That organization noted that the number of high schools in Nevada deemed “dropout factories” rose from eight in 2002 to 34 in 2008, with the increase representing nearly 54,000 students. During that time, the state's graduation rate fell from 72 percent to 51 percent. Population growth has also since slowed, especially during the recession.

"Education is what remains after one has forgotten what one has learned in school." — Albert Einstein

The problem, here, in part has nothing much to do with anything politicians talk about. The problem is centered around one of three discussion points —  scarcity of resources, socio-economic issues, politicizing the classrooms. Simply put, the state fails because either the state or select school districts invent reasons to fail and then pass those reasons on to the students.

StudentOr, to match the excuses with common language — it's a lack of funds, it's the parents' fault, and it's the students' fault. Seriously? Our children are being told they will fail because success isn't in the budget, their parents are poor or are single parent households, and because they or their classmates come from other disadvantaged school systems (or countries).

I don't believe it, any of it. Nevada students fail because they are given every reason to fail. Since I went to school in Nevada, there has been a dramatic shift to improve grades and educational scores by encouraging all of the children to shoot for the minimum standards.

But as any teacher ought to know, when you tell students to shoot for the base minimum, they won't all measure up to that bar. If you want them to succeed, the expectation is no less than 100 percent or more, while reinforcing than anything but doesn't constitute failure. Students shooting for higher marks, even when they falter, hit 80 percent or better regardless of funding, socio-economics, or preassigned excuses.

"If you think education is expensive, try ignorance." — Andy McIntyre

Some people tell me that my experience as a teacher is tainted because I work with students who have elected to be there. (If that were true, all college students would earn As in every subject.) I humbly disagree. The challenge is greater because the education system has already failed many of them, given their lack of mastery of the English language.

We have no privileges in this class. I don't have any special monetary funding to get them where they need to be (I lose money teaching); there was even one year that everyone had to wear coats because the heater in the room was broken. The students come from every socio-economic background (unemployed to financially successful). They are ethnically diverse, with some speaking English as a second language. They have varied education backgrounds (high school dropouts to master's degrees).

But in my class, there are also no excuses, labels, or unrealistic expectations.

And every year, it only takes one or two assignments for the students to learn that I cut no breaks. The class average on the first assignment is in the 60s (high school level writing or less); the average on the last assignment is in the 80s (better than the writing provided by an average working professional). This is done in ten weeks (about 16-18 hours, plus 16-18 hours of homework).

My expectations are simple. Regardless of where they start, they will be better writers by the time the class ends if they do every assignment (and rewrites after the assignment). At minimum, they will be able to write one standard news release without common errors by the end of the session. But they really learn more than that, more than many working professionals.

That is not to say some don't drop. I lose one for every ten. But then again, they have an entire life of baggage by the time they come here. In contrast, every kindergartener, first grader, or second grader that I've ever met wants an education.

So why I support programs and individual projects at DonorsChoose.

Thank youI supported the literacy program by the aforementioned teacher to give them another educational tool and help the kids overcome the stigma. You see, those students are in a special class, with a 50-50 shot of drawing a teacher who cares or a teacher who collects a paycheck.

Obviously, they have the former, given she is seeking outside help. So, by funding their educational needs, I would like to think that I sent a message to the students and the teacher that the ROI on learning to read is worth it. They seem to based on the thank you notes.

Other than that, I don't care where they came from because they are not disadvantaged in my eyes. They all have the potential to excel, assuming the expectations are high enough and the system allows them.

But isn't it the same with any job? Most new employees want to excel too, until their employer or supervisor proves to them otherwise. Yeats might have been talking about education, but his idea really applies to everything. At least I think so.

Friday, April 8

Catching Creativity: The Art Of Fearlessness

Art by Jenna Becker
"There are significant moments in everyday life. That's what you ought to write about." — Raymond Carver

While most of the lessons I teach have to do with marketing, advertising, public relations, and social media, they're still akin to greater aspirations in miniaturized chunks of content, sometimes with a client or employer standing over your shoulders. In short, it's commissioned work. The kind of work that great artists like Jean-Michel Basquiat might dump a bowl of cereal on your head for even asking.

But that is the challenge for people who pursue commercial work. You have to have a head for business and the heart of an artist.

Those that don't appreciate it, never really excel in communication-based activities. Fear holds them back. Social learning theory frequently touches on it. Psychologists who subscribe to this thinking are quick to remind people that anxiety is often associated with certain situations and learning.

For example, a little girl who is punished by her parents every times she rebels will eventually associate punishment with assertive behavior. The punishment doesn't have to be physical or painful. Emotional punishment can cause the same symptoms. Or, perhaps nowadays, anxiety creeps in because most people are too busy to give their children enough praise and accolades (let alone teachers).

Either way, these early lessons taint people who want to enter the profession. Even seasoned communicators and graphic artists exhibit it going into presentations. They are either afraid their work won't measure up or they feel apprehension if they don't receive praise. Frankly, they ought not worry about either.

Shedding The Fear To Become A Better Communicator.

Art by Jenna BeckerMy daughter is only four years old and has been producing some striking artwork for the better part of a year. The work is better than some adults "think" they could ever do. I don't really believe that is the case, even if my daughter does have some natural talent. The primary difference is something else entirely. They have fear in their hearts. She does not.

If you are like most people, you probably started learning "fear" around the fourth grade. That seems to be the case today. Teachers and administrators are wound up so tightly over testing and what it means for their school that their anxiety is passed on to the kids. Although important, they place so much weight on testing that it is difficult for kids not to feel anxious.

This social learning will carry on with them for the better part of 12 or more years. And by the time a student reaches me, they become plenty anxious. And, honestly, the work suffers for it. Even some professionals I know will tell you how much they second guess putting up posts or sharing other activities because they are "afraid" how people might react.

Commercial work is a bit different in that you have to be able to include some presets — client mandatories, market research, and audience acceptance. But when in doubt, professionals can always craft two versions — the one the client wants to see and the one they see in their hearts. They might do it too, if not for the fear they carry around with them.

How does it apply to the average communication professional? Simple enough, I think. About 80 percent of the best ideas are scrubbed from advertising, marketing, and social media because they are never shown. The number is a guess, but I suspect it's not too far from the truth.

I used to try to answer the frequently asked question "how do you convince a client to do X?" with some semblance of an answer — show them the work, show them the research, pick and choose your battles, ask them to let you test it somewhere off to the side. But lately, I scrap all that advice and ask a question instead. Have you talked to them about it?

Art by Jenna BeckerA surprisingly high percentage of professionals never share what they would like to do with an account. They are too afraid to broach the subject, too afraid they won't be listened to, and too afraid their idea will be rejected, or worse, that they'll be held accountable and fired. Seriously? If any of that were true, with the exception of one, you're probably working in the wrong shop anyway.

The exception, of course, is if you are too afraid of not receiving praise for your work. If that's true, you're probably playing in the wrong field. As soon as you start shooting for the status quo — the stuff that always generates X amount of traffic to a site — you've already lost the heart of an artist that makes even being a commercial hack somewhat redeeming.

Give it some thought over the weekend. If you could do even one thing to make whatever project you're working on — a blog, advertisement, campaign — even a little better, what would it be? Start with that, even if it's not expected. What's the worst that can happen? Someone will say no? So what? Confidence comes from within. And you knew it well enough when you were four.

Wednesday, April 6

Mixing Messages: Dov Charney, American Apparel

Dov Charney
Some say American Apparel CEO and majority stockholder Dov Charney rarely grants interviews (it's really just the opposite). But still, in reading the latest interviews he granted to Counselor magazine, one of six B-to-B magazines published by the Advertising Specialty Institute, it's easy to understand why some people wish he wouldn't grant interviews.

"First of all, the announcement about us possibly seeking bankruptcy protection is something we did as an obligation to shareholders to explain that it's a possibility, however remote," said Charney, who founded American Apparel. "In reality, to say that the company is unstable is not accurate."

The company, which was recently embroiled in alleged sexual abuse, announced it may pursue bankruptcy after 2010 left it with a loss of $86 million. But then, in an amazing reversal, Charney told the trade publication the exact opposite.

“There’s no chance this industry has to worry about me, or American Apparel, leaving,” Charney told Counselor. “I’ve been producing and selling T-shirts in this industry for more than 20 years and I’m not going anywhere."

The article goes on to reveal a very real and unadulterated glimpse of what some people would call extreme egotism and others would call superior customer dedication. Primarily, Charney used the interview to excuse his purchase of inflated cotton prices in order to meet manufacturing demands. The company owes $121.5 million in debt to Lion Capital and Bank of America.

The company's rise to become a clothing manufacturing brand occurred in less than eight years. But for the last three years, the company has walked from one crisis into another and then another.

In 2008, there was the accusation that Charney instructed an employee to pad inventory numbers. In 2009, there was the lawsuit with Woody Allen. Also in 2009, Charney was forced to lay off 1,600 undocumented workers (about one-fifth of his L.A. employees). In 2010, he received a letter from the NYSE for failing to comply with the rules amidst other investigations. And, during much of this time, he continually turned up the heat in his advertising, making American Apparel the most pornographic in the business. (The ad shown is painfully tame compared to the hand-drawn nude girls removing underwear, bottomless models, and nip slips.)

In some cases, Charney documents his own controversies. He even shared his letter to the undocumented workers that he was forced to lay off. In much the same way, he is working to use all the controversy as an opportunity to launch a new line of denim.

But that is the way it is with Charney. Even New York Fashion, which did better than most, struggles to get ahead of all the spin associated with the CEO of American Apparel. It seems to be all spin with him, 24-7, 365.

A little bit charismatic and a whole lot controversial?

Any other company would have sacked months ago, but American Apparel keeps forging ahead. Ever wonder why? In creating a brand, he chooses horns over halos but denies the existence of horns much like he says sl*t is not a derogatory term as much as a badge of honor.

Translated, he says "I choose to win in ways that offend you, but refuse to accept it's offensive. Change your beliefs." Or, in other words, "This duck you see on my head really isn't a duck. And by the way, you ought to get one." Or in yet other words, "Just because we said we might file bankruptcy doesn't mean we seriously considered it. We say all sorts of things and you choose to listen to the wrong ones."

And there you have it. On the charismatic side, Charney is seen as one of the few manufacturers able to keep his footing as an American clothing manufacturer not afraid to embrace controversy. On the controversial side (aside from the issues he confronts), Charney represents someone who will exploit anyone, including himself, and anything to achieve his mission.

But sooner or later, exponentially raising the ante on controversial publicity reaches a carrying capacity. And when that happens, the whole thing explodes or, perhaps worse, people begin to tune it out. Publicity whore, who?

So while Charney says that bankruptcy isn't an option because the company makes $10 million per week, the company would still need 15 weeks with no expenses to meets its debt obligations. It seems unlikely even Charney can spin the four weeks that some banks have given him into 15 weeks let alone the 52 weeks of sunshine that he really needs.

In sum, the story reads like a modern day Heart of Darkness. Case study ahead. What do you think?

Monday, April 4

Rethinking Education: Immersion, Part 1 of 3

One of several striking moments in the film Waiting For Superman was its explanation that our education system was designed to create a workforce consisting of a 40-60 percent split between professionals and skilled workers. In 1950, it made sense.

At the time, 34 percent of all jobs in the United States was in manufacturing. People who weren't employed in manufacturing, much like today, sought out jobs in the service sector, which paid slightly less and was more likely to include part-time employment. But by 2002, things had changed. The manufacturing percentage had shrunk to 13 percent. And in 2009, it shrunk again to 9.25 percent.

But even more striking is that of the manufacturing positions that remain, many are skewing toward highly skilled manufacturing jobs, which require 2-year associate's degrees or even 4-year degrees. Of course, some of those would-be positions are sometimes moved overseas too.

A few years ago, for example, SunPower, one of the country's largest makers of solar panels, created 5,000 high-skilled manufacturing jobs that ended up in the Philippines. Tax packages, lower wages, and a better trained workforce were cited as the reasons.

The two-fold labor dilemma in the United States.

This is at the heart of the education dilemma in the United States, without much blame being cast on anyone. The U.S. is not producing enough of an educated workforce to meet the demands of its own needs. Case in point: the U.S. now ranks 20th in reading literacy, 18th in math literacy, and 14th in science. But it also ranks second in number of students who find it boring.

In a shrinking world, where so much of the world participates and competes in a global economy (mug manufacturers and some small book publishers outsource the work for less), the U.S. will eventually have to face one of two choices — continue to allow education to erode and hope it can continue to create service positions or refocus its efforts on creating a workforce that can meet its highly skilled manufacturing, technological, and science needs.

if we don't, most studies seem to suggest that the country will continue to have unemployment problems — it is priced too high for low skilled manufacturing and the workforce isn't educated enough for highly skilled manufacturing. That could mean as many as 30 percent of high school graduates (and dropouts) won't be able to find suitable employment. That leaves two choices: entitlement programs or crime.

So how do we fix it? Many people say they have solutions, but many of these solutions pinpoint singular problems. For example, some say we need more oversight or better teachers or better parents or even better students. Few people, it seems, focus on the more important aspect of education — education itself. Except, of course, the students themselves.


If it doesn't seem obvious, the answers these students provide all point to one singular challenge — they are disengaged. Everything else in their lives and what is happening in the world today is more engaging than the education they receive.

At the same time, immersive education doesn't only have to rely on technology as the video suggests. But it does touch on one of the primary changes to public education that needs to be embraced as early as the fourth grade, if not sooner. Students need to be engaged.

The contrast between a disengaged and immersive educational track.

Fourth grade students are frequently given random one-page stories, followed by questions about what they just read. They are introduced to random mathematical theories (often with an introduction using approximations) without any explanation of where it came from or how it might be applied. They are given a steady stream of spelling words, but most of them are only studied for for short-term memorization. And none of what they learn seems to apply to anything they might need to know in the future.

Is there a better way? I think so. Enough so that I'll devote the next two Mondays to exploring the topic (for starters).

But some of it is fairly simple. If you took a room of fourth graders and gave them an historical context about Egypt and then introduced them to building pyramids (mathematics), asked them to draw maps tracking the expansion of an empire (geography), suggested they code the lyrics of a song using hieroglyphics (language), invited them to draw pictographs (art), and then told them to make up their own story from the point of view of a king or slave (critical thinking and storytelling) ... how do you think they might feel about the education then?

My son felt pretty good when I used this lesson plan to teach him. But that wasn't in the fourth grade. He was in preschool.

Special thanks to Ruthie for bringing this video to my attention. It's an excellent refresher for reality.

Friday, April 1

Interviewing Influencers: Bronx Zoo's Cobra

Nobody saw it coming, but the Bronx Zoo's cobra has become an overnight sensation on Twitter. The cobra had quickly slithered up the influencer rankings, beating out best-selling authors, politicians, and social media experts in just a few hours. The cobra has attracted 150,000 followers after 50 tweets.

Currently with a Klout score of 73 and climbing, the snake is credited by the influencer measurement algorithm as "knowing what's trending and earning respect from your network." The cobra has even had conversations with celebrities like Ellen DeGeneres and city officials like Mayor Mike Bloomberg. The Huffington Post reports that the snake is already earning endorsement deals. SKYY Vodka offered the snake a $10,000 appearance fee.

How did the snake do it? Social media experts want to know! So we met with the snake earlier in the week to find the magic.

Ten Questions With A Social Media Snake.

Q: How does it feel to be an overnight sensation and social media influencer?
A: Listen, let me tell you about influence. I've been an influencer much longer than I've been online. Who was Aesop fixated on when he wrote fables? Me. Who did the ancient Aztecs worship as the master of life? Me. Who convinced Adam and Eve to eat the apple? Me again. I've always been an influencer. I didn't need Twitter to make me one. If it wasn't for me, all you humans would still be running around in fig leaves and ignorant bliss.

Q: Are you going to take the SKYY Vodka endorsement deal?
A: I'm holding out for the big money. Maxim writer Justin Halpern held out after launching $#*! My Dad Says on Twitter and look what happened: Someone published his crappy book and CBS bought the television rights. None of it was funny. Call the show $#*! My Snake Says and I'd rule CBS.

Q: If you did get a television deal, who would play you?
A: Wow. That would be a real toss up. Mom always liked William H. Macy but I'm thinking Gary Busey. Busey is off the hook! But hey, I'm not picky. Brian Solis works. He knows the terms and is short enough to fit in a pocket.

Q: Are there any social media experts you wouldn't want on the show?
A: Chris Brogan would never ever get on the show. What's up with all that Human Business crap? I'm a snake, baby. In your face! And Jason Falls? What's wrong with snake oil? And those clowns at Twitter who almost suspended me? I stick my tongue out at you.

Q: They almost suspended you? How did that make you feel?
A: How do you think I would feel? I'm an invertebrate. It's bad enough that Twitter hasn't approved my verified account, but they bent over backwards to give one to Charlie Sheen. We all know why too. He's not going places, but I am. So what if texting requires thumbs? I'll overcome. I haven't had a break like this since St. Patrick kicked me out of Ireland. He can kiss my asp.

KloutQ: Do you think the influence algorithm programmers are worried about your rise?
A: Does a snake charmer play a pungi? Of course they are. Joe Fernandez probably panicked when I hit a Klout score of 73, beating almost all of those social media influencers who pimp his site. Brands don't mind. They are already sending me perks. Seriously. Starbucks went nuts when I told people not to talk to me until I had my morning coffee.

Q: Do you have any long-term aspirations?
A: I'm still taking it all in. The way I see it, I have two options. I could be a mega celebrity or I could shoot for even something bigger. 2012 isn't all that far away and the campaign banners look great. America could use a president from the Bronx. I'd represent New York. Just don't believe those rumors that I was born in Egypt. I was born in Hawaii. Duh.

Q: Do you have any advice for young social media pros?
A: Yeah, um, right. Be authentic and retweet other influencers. So what if it's a contradiction. Most social media tips are just made up. Boo, hiss. Seriously, has anybody even heard of any of those people? No. Does everybody know the cobra? Yes.

Q: What has been the worst thing someone has said about you so far?
A: Zoo Director Jim Breheny said I was pencil thin. To that I say he should stop making it about him. This is about me, Jim, and nobody is pencil thin on this side of the glass. All the same, after TIME talked to him they asked for my side of the story. I kept telling them ... there is no "side." I AM the story!

Q: Is there anything you would like to add?
A: Yeah, I'm not really Justin Bieber. I was pulling TIME's leg when I said that. I don't get to pull legs a whole lot. Oh, but I have a message for Ford. You still owe me a royalty check. Fix me up before I tell the guys at Hyundai to let the Elantra Cobra roll.

Happy April Fool's Day. And thanks to all those mentioned for being good sports, especially the Bronx Zoo's cobra that was never interviewed. Special thanks to Geoff Livingston and Ike Pigott for introducing the cobra. For other April Fool's advice, see Revealing Secrets: The "Mushup Strategy," Preparing For Stardom: How To Slam Dunk Social Media, and Releasing SME 14.0, Beta: Copywrite, Ink..

Wednesday, March 30

Checking Vision: A Starbucks Lesson For Small Business

Vision
Someone asked a good question last week. Fredrick Nijm, co-founder and CEO of Addoway, mentioned that many companies, especially startups, sometimes see too many changes to adhere to a vision statement.

He's right to some extent. But before discussing why he is right, consider what Howard Schultz, president and CEO of Starbucks, discussed this week with NPR. As soon as he returned in 2008, he closed about 7,000 stores for several hours to retrain Starbucks employees.

Why? In Schultz's opinion, growth had given way to small changes that was driving Starbucks away from its vision. One example cited in the article related to how the company steamed milk. Size and scope had prompted stores to re-steam milk, which is more profitable and produced a higher yield. But it's also one off from the mission and vision of the company in terms of meeting its commitment to excellence.

"To establish Starbucks as the most recognized and respected brand in the world and become a national company with values and guiding principles that employees could be proud of.“ — Starbucks vision statement, 2008

StarbucksThe vision was not perfect, given the first part is not necessarily achievable and the second is, arguably, already achieved. But incidentally, the company has been working toward developing a new vision. In the interim, it has mostly been operating on a mission to "inspire and nurture the human spirit - one person, one cup, and one neighborhood at a time."

What is interesting is that the mission has little resemblance to the one employed by Starbucks four years ago — "Establish Starbucks as the premier purveyor of the finest coffee in the world while maintaining our uncompromising principles while we grow." Both, I might note, weave in elements of the vision. And, you have to consider the various principles and values the company has adopted to appreciate the full scope of what Starbucks is trying to do.

This change no doubt plays into the logo change earlier this year. While the company received its fair share of criticism over the matter, the change of the mark wasn't made on a design whim. It was made because the company had already been changing its mission and vision in ways that included coffee but went well beyond the primary product.

How Do Startups Keep Pace With Change And Maintain A Vision?

To Nijm's point, vision statements are less about corralling a company and more about providing a bellwether (along with a mission and values) that the company can measure ideas against. Ergo, while reheating milk makes the company more profitable and speeds the process, it also fails in the face of the company's mission and vision.

Although Starbucks is a big company, this case study fits well within the biggest challenge small companies and startups face on a near daily basis. I'm working with one company right now (not even launched), which in staying true to its preliminary vision, decided to make manufacturing a core component of its operation as opposed to contracting the manufacturing and branding the product.

ExamIn the short term, contracting out the manufacturing seemed like a good idea because it would reduce startup costs. However, in retrospect, the owner decided contracting out would compromise the quality. He is right. After all, many people know that the McDonald's of 30 years ago is not the McDonald's of today, which also required a vision change to keep pace with growth.

It was a defining moment for that company, for instance, to decide that growth and profitability was more important than purchasing a specific quality of beef. And therein lies how a well-defined mission, vision, and values are a bellwether.

Growth. Companies need to revisit their mission, vision, and values during growth spikes that clearly cause them to move away from their foundation. (When growth or profitability take precedence, a company like McDonald's may de-emphasize quality. And lately, the company is being forced toward health consciousness.)

Acquisition. When companies purchase other companies, they need to determine whether the acquisition can adjust to the parent company or if the subsidiary can reasonably act autonomously with its existing mission. (This has been the Achilles of Yahoo since its beginning, buying up companies that were poor matches and attempting to make them yield.)

Shift. When companies take on new niche products or services, sometimes those products or services slowly begin to dominate the initial scope of a company. (For example, I recently worked on an account to rebrand a mold remediation company that grew into an environmental demolition and construction company.)

Era. Not all products and services are timeless, especially in the medical and technology industries. Consider all the industries that are struggling — print publications, auto manufacturers, etc. — and you'll recognize what happens when companies begin to believe they publish newspapers instead of journalism or work in autos as opposed to transportation. Or perhaps the better example is how the March of Dimes transitioned from ending polio to benefiting premature babies.

Exploratory. Small business owners and startups are often given opportunities well outside their scope of service or expertise. The existing vision can easily help them decide whether or not the opportunity is worth changing their direction. Or, they may operate in a temporary exploratory mindset, provided they understand that they will have to adopt some permanence.

Weakness. Or, as mentioned in the original article, companies might consider their vision when it's already failing for one reason or another. Perhaps it is because they hired people who never embraced the original vision or perhaps it is incredibly weak and not transformative. Either way, companies without an adopted vision tend to have various departments and individual people who could be working against each other or in different directions (whether they know it or not).

The short answer for small companies and startups on when they might change their mission, vision, and values is at a major event. However, the better answer is to weigh every operation and decision against the vision to begin with. If those decision makers did that, chances are that there would be fewer sweeping changes as they developed.

But then again, that may even be the difference between a company vs. an enterprise or an organization vs. an initiative. While both usually have some direction, one doesn't necessarily have any end in sight, which is probably why most enterprises and initiatives eventually end.
 

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