Conversational Antipatterns on Message Boards

Architects argue.  I have, over the past year, spent a good bit of time on LinkedIn Message boards.  I’ve watched a lot of people argue.  I’ve learned a great deal about Enterprise Architecture, and a few things about myself, as I’ve compared notes with individuals who have different perspectives and motivations. 

That said, some patterns have emerged, good and bad, for conversing with other architects on these message boards.  In the spirit of the GOF Design Patterns, and the subsequent work on Antipatterns, I’d like to point out some of the antipatterns I’ve noticed repeatedly on the boards, and in each case, these antipatterns cause some level of anxiety.  This is borne out by observing the responses, where frustration is often explicit.

There are nearly always two roles in this kind of argument.  The provocateur ( a person who makes a statement that is challenging or innovative ) and the responder ( a person who responds in a way that triggers the antipattern behavior ).  

Conversational Antipatterns

  1. Don’t misrepresent me with my own words
  2. The problem with your general message is this specific use of a word
  3. If you don’t understand, you should read my published papers
  4. My argument has been validated with my years of experience, so you must be wrong
  5. My certification means more than you think it means
  6. You are using “my” terminology wrong

 

Antipattern 1: Don’t misrepresent me with my own words

In this antipattern, the provocateur will make a statement that appears to conflict with something that they said previously or said in another discussion.  If the responder points out the conflict, especially if done with a direct quote, the provocateur get’s offended and becomes defensive.  Conversation ends.

How to avoid: People are inconsistent but believe that they are quite consistent.  If a provocateur appears to be inconsistent, the responder should simply ask for follow up details.  Don’t pounce in public.  Find out what their real underlying thinking is, rather than picking at words.  If they remain inconsistent, the responder should reach out in private.  In the private message, the responder should point out the text from the other thread and ASK them to explain how these two positions work together. 

How to address: The forum moderator should look at the value of the conversation.  Has the provocateur added useful thinking?  Has the responder?  Normally, the answer to both questions is “yes.” If so, send a warning message to both asking them to assume positive intent and consider the emotional context of the other.

Antipattern 2: The problem with your general message is this specific use of a word

In this antipattern, the provocateur will make a general statement designed to express a “grand idea.”  The  responder will either agree or disagree (usually the latter) but then point out that a particular word, in the response, was used incorrectly.  Perhaps they said “process” when they should have said “capability.”  Perhaps they said “activity” when they should have said “process, activity, and practice.”  Perhaps they said “business” when they should have said “enterprise.”

How to avoid: The responder should start by stating whether they agree with the main idea, or not.  If they disagree with the main idea, offer a reason “why” that has NOTHING to do with the detailed wording.  Take the time to think about what the big idea is, and follow up to understand it, before focusing on a word.  Disregarding a “big idea” because you disagree with a minor distinction in the wording is frustrating to everyone on the community, and stifles the sharing of ideas. 

When you get to the point where you understand the big idea, the responder can offer a suggestion to improve the understanding the idea.  For example, “I agree with your core concept.  It appears that we have similar experiences and I find your description innovative.  It may help, as you go forward to share this idea, if you are careful about the use of the word “zyzzix” because I understand that word to be a synonym of “fryzzam.”  I understand that you make a distinction between these terms, but not all of your audience may agree that these two terms are distinct.  You may find it easier to reach people like me if you use the term “golozarat” instead to refer to this muddy concept.”

How to address: Either of the participants can pull back and “get to the point” by reframing the “grand idea” and ask if the other person agrees with a simple “yes” or “no” answer.  If no answer is forthcoming, no learning is happening.  If you are asked to consider a new big idea, take some time before you respond to think about that idea.  Be willing to learn and grow, not just pontificate.  My father used to say, “sometimes, the best way to open your mind is to close your mouth.”  It’s good advice.

Antipattern 3: If you don’t understand, you should read my published papers

In this antipattern, the provocateur will make a specific statement that appears well thought out, but may be innovative or controversial.  When the responder asks questions for follow-up, the provocateur replies “I explained this in rich detail in my book” or “please read my paper in the Journal of EA Innovation, September 2005, page 14.”  This generates frustration on the part of the readers who cannot hear the full discussion because some of it exists in a book or article that they may not have access to.

How to avoid: First off, if you are an author, you must realize that publishing a paper or book does not give you the right to force others to read it before speaking with you.  You will never be out of the “business” of educating others in your ideas.  Get used to it.  Getting defensive is counterproductive.

To avoid creating frustration, it is OK to point others to your work, but then ALSO offer a summary of what you said in that work and be willing to continue to discuss the problem in the forum.

How to address: When this happens to you, it is probably safe to assume that the author you are speaking with is looking for some validation.  Compliment him or her, and ask them to provide a summary of their thoughts from the book or article so that progress can continue.  If you are a moderator, and one provocateur does this a lot, or gets defensive when others DON’T read their articles, remind them privately of this antipattern.  If they persist, suspend them from the board for 30 days.

Antipattern 4: My argument has been validated with my years of experience, so you must be wrong

In this antipattern, the provocateur will make a statement that appears to be too directive or too specific for others to understand or agree with. If the responder challenges the position, the provocateur claims that their “years of experience” have found their position to be true.  The provocateur remains unbending, and repeatedly argues against any alternatives.

How to avoid: This is tough to avoid.  People form their own mental models of reality and when challenged, they can listen to alternatives, or defend their model.  The problem with listening to alternatives is that it is risky.  They may discover that a past “success” was not as successful as it may have been.  In the words of my friend Jack, “their ears are filled with their ego.”

Often the best way to avoid the problem is to model good behavior in your own contributions.  When posting an opinion, lead with “in my opinion” or “in my experience.”  Use phrases like “I’ve found this to be true in my situation,” and then ask others to share “their situation.”  That way, when someone does respond with a statement like “you are wrong,” you can follow up with a moderation message, like “I believe that our experiences may be different in this respect. I’m glad that you shared your experience.  Can you tell me how we should reconcile our two different sets of experiences to come to a mutual understanding?”

How to address: Usually the best way around this is to respond as above, asking for a common understanding.  However, if that doesn’t work (and it often will fail), then you have no leverage to “require” someone to change their opinion.  Ask if it is OK for the two of you to “agree to disagree” and move on.  There is no point in discussing the same issue over and over.

Antipattern 5: My certification means more than you think it means

In this antipattern, the provocateur will state that a concept that he or she is fond of, applies to the discussion at hand.  When the responder questions the concept, the provocateur responds that they are “certified” or otherwise demonstrably educated, and their certification tells them to use that concept.  Upon inspection, it is clear to all that the certification in question does not cover the same scope as the provocateur claims it does.  An example would be an IT person, certified in the development of software interfaces called “SOA Services,” claiming an understanding of business services or customer services.  Another example would be a person with substantial training in financial risk management claiming that all business decisions in the enterprise begin, and end, from a risk management viewpoint.

How to avoid: As with most of these antipatterns, we have a situation where the ego of one or more of the people may be getting in the way of open communication.  The “certified” individual may, in fact, have broader experience than their certification prepares them for.  However, there is often a predisposition, among those that have been formally trained in a field, to believe that the training describes the world “as it is” rather than the world “as it should be.”  More often than not, the training is simply out of sync with the reality on the ground.

As a result, of the “ego factor,” this antipattern is somewhat inevitable.  It will occur more in some areas than in others.  Unfortunately, in the EA field, it occurs often because of the explosion of certifications and the lack of consistency among the field participants.

How to address: One good way that I’ve found to address this problem is to point out your own experiences, using words that reflect that you are not dictating some universal truth but rather the experiences you’ve actually had.  Use first names of people (replace the actual first names, to protect your friends), and explain how they used the terms and concepts of the space.  Then describe how you worked in that situation.  Try to use successful scenarios to lend credibility to your position.  You want to help them to see that their position may not be universally true.  You don’t want to prove them to be wrong, because that would simply be your ego trying to stomp on theirs.  There are names for this kind of ego-vs-ego behavior.  Avoid it.  It hurts your credibility to engage in it.

Antipattern 6: You are using “my” terminology wrong

In this antipattern, the provocateur will state that a concept has one, and only one, meaning.  The responder suggests an alternate meaning, and the provocateur responds defensively, citing sources for their definition of the term.  This is where you see a “dictionary grudge match” where someone cites a definition from an authoritative source, and another person responds with either ridicule of the source or, even better, another authoritative source with a conflicting definition.

How to avoid: Firstly, if someone questions your use of a word, don’t immediately go hunting for a reference definition.  In other words, model good behavior.  Admit that your definition, regardless of how well sourced it is, was created by other (fallible) people with a particular context in mind. It is entirely possible that the provocateur also has a different context than you, and that the author of the definition that you are painstakingly citing would have created a different definition if he or she had the same context as the provocateur.

Of course, if someone asks you for a reference, it is perfectly appropriate to give one on a message board.  In writing a research paper, you would assume that the reader wants to know your sources, and you would always provide them, but for conversation on a message board, you should wait to be asked.

Secondly, don’t be “possessive” about the terms that you use.  Your openness will reduce the likelihood that others will be possessive about the terms that they use.  If someone wants to use a synonym, agree. 

How to address: One good way that I’ve found to address this problem is to ask the provocateur for their help in explaining their terminology to you.  Most people will be flattered by the request, and will go out of their way to describe what their use of a term means.  If you respond by “reframing” their statement, using a smattering of your own terminology, then you will quickly discover whether that person is interested in conversing with a shared set of terms, or if the conversation can only proceed by acquiescing to their use of language.  If the latter, it becomes a judgment call, on your part, about whether you should continue to interact at all.  It is better to end a discussion on a good note than to fight on forever over the meanings of words.

—-

That’s my list.  I’m sure that there may be more, but these are the ones that crop up often enough for me to want to write about them.  I hope this is helpful for folks who want to discuss things on message boards, like LinkedIn, without becoming entwined in endless arguments.

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business-first technology leadership wins

In 2010, when I wrote the Elemental Links tagline, “Technology Insights for Business Enthusiasts”, some of my trusted associates pushed back, telling me that I need to lead with TECHNOLOGY. But, here’s the thing. In the enterprise, from which I came and continue to serve, a technology-first mindset leads to disdain.

Contrary to the hyperbole of the technology press, analysts, pundits and product marketers, true, enduring, information technology success begins with a business-first mindset, which includes constant context checks.

Now, it would be fair to slap a (micro) pundit label on me, so what follows are snippets from three business-first technology executives, excerpted from this week’s WSJ:

“What directors really value in a CIO is sound strategic thinking and a great ability to execute, says Gambale, a former CIO at Merrill Lynch, Bankers Trust, and Alex Brown, and former partner at Deutsche Bank Capital.”

via Art Langer: Virginia Gambale Says CIOs Should Offer Strategic Advice to Corporate Directors – The CIO Report – WSJ.

We never start with technologies; we always look at trends in the world that are or may be having an impact on the future of our business. One example is the acceleration of innovation to market. Consumers and users want one-on-one connections to any service or product they interact with, so we have to respond. This is thoroughly changing the way we operate—the always-on, instant nature of interaction today.

We look at those megatrends and forces to see which ones will truly impact our business. Then we go look at what strategies we can devise to take advantage of those trends. The final step is evaluating which technologies can enable those strategies. The value is how we enable this dramatic change through technology.

Every three years or so, we review our strategies. Three years ago we focused on the idea of visualization. We have visualized data across the entire company. Everything we do is visual. This transforms the way the business performs because it creates what I call “information democracy.” There are no more layers. The discussions we are having are much more robust.”

Filippo Passerini, president of global business services and CIO of Procter & Gamble in WSJ CIO Journal

“We’re truly guided by these big arcs of change [analytics, cloud computing, emerging markets and “smarter planet] that we believe in,” Rometty said. “They lend context and clarity. When you run a big company, context and clarity mean a lot.”

via New IBM CEO Says Will Maintain Longer-Term Strategy

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“Cook did not respond with a detailed review of the products Apple made or the retail environments in which it sold them. Instead, he offered an impromptu, unscripted statement of what he and everyone at Apple believed — “as if reciting a creed he had learned as a child” in Sunday School.

“We believe that we are on the face of the earth to make great products, and thats not changing,” Cook declared.”We believe in the simple not the complex…We believe in saying no to thousands of products, so that we can really focus on the few that are truly important and meaningful to us,” he added.

“We believe in deep collaboration and cross-pollination of our groups, which allow us to innovate in ways other cannot…And I think that regardless of who is in what job those values are so embedded in this company that Apple will do extremely well,” he concluded.Its not what you sell its what you believe.”

“In a provocative and saucy book, It’s Not What You Sell, It’s What You Stand For, Spence explains the unique beliefs behind many of the one-of-a-kind organizations he has studied or worked with over the years, from BMW to Whole Foods Market to Southwest Airlines. Sure, these and other organizations are built around strong business models, stellar products and services, and (of course) clever advertising. But Spence is adamant that behind every great company is an authentic sense of purpose — “a definitive statement about the difference you are trying to make in the world” — and a workplace with the “energy and vitality” to bring that purpose to life.”

via Its Not What You Sell, Its What You Believe – Bill Taylor – Harvard Business Review.
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This Is Generation Flux: Meet The Pioneers Of The New (And Chaotic) Frontier Of Business | Fast Company

“In a big company, you never feel you’re fast enough.” Beth Comstock, the chief marketing officer of GE, is talking to me by phone from the Rosewood Hotel in Menlo Park, California, where she’s visiting entrepreneurs in Silicon Valley. She gets a charge out of the Valley, but her trips also remind her how perilous the business climate is right now. “Business-model innovation is constant in this economy,” she says. “You start with a vision of a platform. For a while, you think there’s a line of sight, and then it’s gone. There’s suddenly a new angle.”

Within GE, she says, “our traditional teams are too slow. We’re not innovating fast enough. We need to systematize change.”

“The business community focuses on managing uncertainty,” says Dev Patnaik, cofounder and CEO of strategy firm Jump Associates, which has advised GE, Target, and PepsiCo, among others. “That’s actually a bit of a canard.” The true challenge lies elsewhere, he explains: “In an increasingly turbulent and interconnected world, ambiguity is rising to unprecedented levels. That’s something our current systems can’t handle.

“There’s a difference between the kind of problems that companies, institutions, and governments are able to solve and the ones that they need to solve,” Patnaik continues. “Most big organizations are good at solving clear but complicated problems. They’re absolutely horrible at solving ambiguous problems–when you don’t know what you don’t know. Faced with ambiguity, their gears grind to a halt.

“Uncertainty is when you’ve defined the variable but don’t know its value. Like when you roll a die and you don’t know if it will be a 1, 2, 3, 4, 5, or 6. But ambiguity is when you’re not even sure what the variables are. You don’t know how many dice are even being rolled or how many sides they have or which dice actually count for anything.” Businesses that focus on uncertainty, says Patnaik, “actually delude themselves into thinking that they have a handle on things. Ah, ambiguity; it can be such a bitch.”

“Technology forces disruption, and not all of the change will be good. Optimists look to all the excitement. Pessimists look to all that gets lost. They’re both right. How you react depends on what you have to gain versus what you have to lose.”

Yet while pessimists may be emotionally calmed by their fretting, it will not aid them practically. The pragmatic course is not to hide from the change, but to approach it head-on. Thurston offers this vision: “Imagine a future where people are resistant to stasis, where they’re used to speed. A world that slows down if there are fewer options–that’s old thinking and frustrating. Stimulus becomes the new normal.”

via This Is Generation Flux: Meet The Pioneers Of The New (And Chaotic) Frontier Of Business | Fast Company.

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How Enterprise Architects can cope with Opportunistic Failure

You may not think that Failure is a desired outcome, and on the surface, there are some negative connotations to failure.  It just sounds “bad” for a team to fail.  However, there are times when a manager will INTENTIONALLY fail in a goal.  Let’s look at the scenario where a manager may choose to fail, and see whether EA has a role in either preventing that failure, or facilitating it.

What is Opportunistic Failure?

Does your organization manage by objectives and scorecards?  Scorecards and metrics are frequently used management tools, especially in medium and large organizations.  In a Manage-By-Objective (MBO) organization, a senior leader is not told “how” to do something, but rather a negotiation takes places that results in the development of a measurable objective.  The term “measurable objective,” used here, is a well-defined idea.  It is specific, measurable, actionable, realistic, and time-bound (SMART).  A measurable objective is a description of the results that a senior manager is expected to achieve.  In BMM terms, the objective is the “ends” while the senior leader is expected to figure out the “means.”  In business architecture parlance, the objective describes the “what” while the senior leader is expected to figure out the “how.”

Now, in many situations, a senior leader has to rely on other groups to perform, in some way, in order for him to achieve his measurable objectives.  This is quite common.  In fact, I’d say that the vast majority of senior-level objectives require some kind of collaboration between his or her people, and the people who work in other parts of the organization (or other organizations). 

For a small percentage of those dependencies, there may be competition between the senior leader’s organization and some other group, and that is where opportunistic failure comes in.

The scenario works like this: 

Senior leader has an empowered team.  They can deliver on 30 capabilities.  Someone from outside his or her organization, perhaps an enterprise architect, points out that one of those capabilities is overlapping.  Let’s say it is the “Product Shipment Tracking” capability.  The EA instructs the senior leader to “take a dependency” on another department (logistics in this case) for that.  The senior leader disagrees in principle because he has people who do a good job of that capability, and he doesn’t want to take the dependency.  However, he cannot convince other leaders that he should continue to perform the “product shipment tracking” capability in his own team. 

So he contacts the other department (logistics) and sets up an intentionally dysfunctional relationship.  After some time, the relationship fails.  Senior leader goes to his manager and says “we tried that, and it didn’t work, so I’m going to do it my way.”  No one objects, and his team gets to keep the capability.

In effect, the senior leader felt it was in her own best interest to fight the rationale for “taking a dependency,” but instead of fighting head-on, s/he pretends to cooperate, sabotages the relationship, and then gets the desired result when the effort fails.  This is called “opportunistic failure.” 

Thoughts on Opportunistic Failure

Opportunistic failure may work in the favor of anyone, even an Enterprise Architect.  However, as an EA, I’ve most often seen it used by business leaders to insure that they are NOT going to be asked to comply with the advice of Enterprise Architecture, even when it makes sense from an organizational and/or financial standpoint. 

In addition, one of the basic assumptions of EA is that we can apply a small amount of pressure to key points of change to induce large impacts.  That assumption collapses in the face of opportunistic failure.  Organizations can be very resistant to change, and this is one of the ways in which that resistance manifests. 

Therefore, while EA could benefit from EA, I’ll primarily discuss ways to address the potential for a business leader to use operational failure to work against the best interests of the enterprise.

  1. Get senior visibility. – If a business leader is tempted to use opportunistic failure to resist good advice, get someone who is two or more levels higher than that leader to buy in to the recommended approach.  This radically reduces the possibility that the business leader will take the risk to his or her career that this kind of failure may pose.
  2. Get the underlying managers in that senior manager’s team on board, and even better, get them to agree to the specific measures of progress that demonstrate success.  This creates a kind of “organizational momentum” that even senior leaders have a difficult time resisting.
  3. Work to insure that EA maintains a good relationship with the business party that will come up short if the initiative does fail.  That way, they feel that you’ve remained on their side, and will call on you to escalate the issue if it arises.
  4. Play the game – look for things to trade off with.  If the senior manager is willing to risk opportunistic failure, you may be able to swing them over to supporting the initiative if you can trade off something else that they want… perhaps letting another, less important, concern slide for a year.  

 

Conclusion

For non-EAs reading this post: EA is not always political… but sometimes it is.  Failing to recognize the politics will make you into an ineffective EA.  On the other hand, being prepared for the politics will not make you effective either… it will just remove an obstacle to effectiveness.