吴穹 - 培育创新生态系统,提升业务敏捷性

在传统组织形态和管理机制下,无法有效地创新,这在当今时代已经成为一个越来越大的问题。本话题将根据咨询师在多年咨询过程中的实践经验,讨论应该如何调整企业组织结构以实现向下授权、优化企业内部协作,探讨如何引入OKR机制来替代日益僵化的KPI体系,如何利用适应性计划来替代传统项目管理思维,如何引入创新实验机制来培养基层团队决策能力来赋能基层组织。
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1.培育创新生态系统 - 提升组织业务敏捷性 by Adam Wu wuqiong@agilean.cn Michelle Cheng mingxuan@agilean.cn

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4. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

5. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in the •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

6.Re-consider the KPI system •  Many traditional organizations in China use KPI system to manage their staff. •  It worked for decades, however, some common issues appeared lately: •  People are given a complicated list of KPIs, and each KPI represents 5-20% of the whole. •  People have the eagerness to achieve 100% of all KPI items, which sometimes misled them from the most important goal for the organization. •  Lots of employees believe their KPI results will influence their payment and position, and this may cause people to be conservative when draw down their KPIs. •  KPI mechanism is usually a top-down process, making it lack of full and thorough communication during the setup, especially on horizontal level.

7.Bring in OKR machenism (Objective and Key Results) •  OKR mechanism suits dynamic and innovative environment much better •  The setup process is good for vertical and horizontal communication and objective alignment. •  OKR system takes 70% achievement as “normal score”, which encourage people to be more aggressive. This is especially important considering culture! •  OKR can be adjusted quarterly or bi-quarterly in accordance with the changing speed of the circumstances. •  No direct inner link between OKR result and staff evaluation system. People can be truly evaluated based on their contribution at the end. Less fear aroused when balancing the risks between person and the organization.

8. Communicate OKRs using Kanban •  OKR Kanban •  1 org, 8 tribes, 6 guilds To Do Draft Vertical Alignment Horizontal Alignment Done CEO’s OKR Abandoned later on OKR for each tribe/guild

9.Announce OKRs to the org •  After the Objectives and Key Results agreed, we announced them to everyone in the organization •  A big introduction meeting was held, over 100 attendants, 3 offices in BJ, SH, and SZ together •  Distribute the relevant information to each tribe / guild •  Follow-up meetings to ensure every staff can obtain and understand OKRs of the org and of their own It’s very important to make sure people in the org are on the same page

10.Align the Key Results with real business •  Each tribe / guild quickly reviewed the gap between the Key Results and the current situation •  Using tools such as impact mapping to align figures with the products / functions they need to build, or projects they need to implement •  Specify follow-up actions People are more thoughtful when coming to the real actions.

11. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in the •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

12.Discover the end-to-end value streams •  After OKR become clear and the roadmap was drawn, people start to feel pressure. •  When people are under proper pressure, they can be quite supportive as we discuss and draw down business value streams, and visualized it with Kanban. People who do the real job may sense the problems in the process, and could be really helpful during this process.

13.Set up virtual operational structure in Spotify Model •  Yes, they have a traditional organizational chart. •  How to operate to fulfill the need of future?

14.Set up virtual operational structure in Spotify Model •  8 tribes, 6 guilds, a dozen of squads and operational struture charters established •  OKRs are for tribe / guild level, but leaders are allowed to split them further if they want. •  People may get confused between organizational structure and operational structure. Don’t worry, they will get used to it after one month or two. OKR mechanism •  Operational structure may change into organizational structure finally, but it took time.

15.Blend the team in a virtual operational structure •  Sometimes, it’s not feasible to embed an employee of certain function into another tribe / squad, because although sale operatio certain work need specialists with s n different skills, the need is evenly distributed. •  In this situation, a squad with core produc t functions can be formed, and it just risk financ assign supporting person out when control e needed. •  The resources are always limited, so it’s lega l good to have an effective and efficient way to calculate ROI.

16. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in the •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

17.Hold virtual stand-up meeting using Kanban •  Since offices are located in different cities, virtual stand-up meeting became a good choice It’s very helpful to invite the senior officers to attend, especially at the beginning.

18. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in the •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

19.Lay down empowerment policy and keep it explicit •  To ensure the meetings and decision making process to be efficient, empowerment is the key. •  People of the supporting functions should attend with certain authorization to decide. •  Take the PA Credit Card for example, the Finance BP gave approval to the Marketing Sector for experiments which cost 70K USD or less. •  It’s important for the team to continuously make the empowerment policy explicit.

20.Use experiments to boost empowerment •  Most of time, the biggest bottleneck to empowerment is manager’s lack of confidence that the team can make the right decision. •  Therefore, it’s vital for the organization to form up the culture, environments and supporting mechanisms for teams to do experiments at low-cost quickly. •  In this way, teams can build up capabilities to make right decisions, while managers can build up the confidence to authorize. •  Here is an experiment value stream.

21.Explain innovation experiment model using Tai Chi charter collect opportunit y analyze scale demand custome market r measure ideate data concept Investment compan employ y •  Include labor, capitals, and other governable resources ee •  Don’t scale until the experiment finished deploy design prototyp Return product e •  Valuate from the angle of money or knowledge obtained build •  Avoid waste, but allow necessary ones MVP

22.Explain VUCA using quotes from an ancient Chinese Philosopher Lao Zi , the Chinese philosopher who lived 2500 years ago “ ” “What can be clearly spoken of is not true.” •  Volatility •  Uncertainty VUCA •  Complexity •  Ambiguity Try to explain in a simple, understandable and trustworthy way.The best situation is that you don’t need to persuade them.

23. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in the •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

24.RCA model •  With team empowerment, there are still many decisions may need CEO’s approval in daily operations. •  To speed up this process, we assign one responsible person for the proposal, and one manager as the consultant to review the proposal, so as to avoid multiple layers of review. •  Team can choose among two options: •  Empower lower level managers to do decisions •  Make higher level managers directly responsible for preparing the content if the decision is too important

25.Parallel engineering •  To prepare better for the important decisions, team can offer multiple proposals for one thing. •  Follow MESE rules (mutually exclusive and collectively exhaustive) •  This may spend more resources, but it can benefit the lead time, which in most cases is more important for organizational agility. •  For example, team can prepare multiple card designs in parallel and choose one from those, instead of reviewing one design each time.

26.Productization •  To short the lead time of different stages, a good solution is productization. Normally, you will get push back from sales team when starting productization. Hold tight!

27. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in the •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review

28.Hold virtual review meetings using Kanban I Like I Wish Follow-up •  Bi-weekly operation review •  Monthly strategy review •  Speed up the frequencies of review to fit the fast changing circumstances Again, very effective and cost saving for distributed offices!

29. Major practices used to achieve business agility •  Set up OKR mechanism using Kanban Align Align Ochestrate •  Align the key results with real business •  Discover end-to-end value streams Ochestrate •  Set up virtual operational structure in Spotify Model Collaborat Refine e •  Visualize flow Collaborate •  Hold virtual stand-up meeting using Kanban Accelerate Empower •  Adopt class of service in business processing system Empower •  Set up experiment mechanism using Kanban “All these are UNBELIEVABLY •  Upgrade approval procedure in an O2O way Accelerate realized step by step in •  Product standardization support of using Kanban!” •  Virtual service delivery review Refine —— quotes from the CEO •  Virtual operation view and strategy review