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Creating a Company of Business People
1
•	 What if every person in your
organization really understood the
big picture, including the economic,
technological, competitive, and
market realities of your business?
•	 What if all of your people had an
understanding of your strategy far
more focused and meaningful than
murky visions and missions?
•	 What if they understood your
organization’s core competencies,
knowing exactly what skills would
be required to achieve your
strategic goals?
•	 What if they realized how slim your
margins are and how they could
help them grow?
•	 What if they understood where
you got your money from, how
difficult it is to make, and what is
really involved in financially growing
your business?
•	 What if they understood the true
cost of product development?
•	 What if they really understood the
need for a shareholder return in
a ferociously competitive world,
where stockholders have many
other investment alternatives?
•	 What if your organization went
beyond the current rhetoric of
customer service and deeply
explored the hard realities of
customer value?
•	 What if your people discovered
that all customers are not alike?
•	 What if your organization went
beyond “blue sky” rhetoric on
reengineering and developed
initiatives that really got results?
Many leaders would argue that lack of
communication is one of the greatest
obstacles to achieving change. But
at Root Learning, we believe the
real problem runs deeper. In many
organizations, mistrust and fear are the
real culprits, the biggest impediments
to moving forward. The antidote, we
believe, is knowledge – knowledge
about the core business realities that
shape an organization’s future.
At Root Learning, we fuse strategy with
accelerated learning to reduce the cycle
time of bringing knowledge, insight, and
understanding to people at every level.
We have created a process designed
to build an entire company of business
people. We do not train people. Our
process assists in the deployment of
strategy, leading people to come to
an understanding on their own, and
increasing your capacity to make vital
changes. These changes do not involve
modifying behavior or developing lofty
theories, but require implementing
changes needed for your company to
grow and prosper.
Creating a Company
of Business People
by Randall Root and Jim Haudan
Imagine how your company would look if every single person at every level really
understood how your business worked.
2
Creating a Company of Business People
How We Got Started
As former strategic planners, we spent
a great deal of time with senior leaders
of companies attempting to identify
major environmental shifts that radically
affected their business landscapes.
We pointed out the threats and
opportunities within specific industries.
We crafted masterful strategic plans in
multicolored, three-ring binders. Then,
when we returned a year later, we
found that our binders were invariably
on shelves, collecting dust. The strategic
plans were not implemented after all,
and precious opportunities were lost.
What began to emerge was a “Grand
Canyon­” between the leaders who
could see what needed to be done,
but who didn’t have their hands on
the levers of change, and the doers
who had their hands on the levers of
change, but who simply couldn’t see
the big picture. Leaders said,“This is
our vision.” Doers replied,“What does
this mean for me and my people?” We
began to understand that the only way
to bridge that canyon was to provide
everyone with a comprehensive,
board-level understanding of the most
strategic business issues. We had
to bridge the canyon by creating an
organization of business people.
It became clear that competitive
advantage was not determined by
price, product, or even strategic
thought, but by “change speed,”
“adaptation speed,” and “learning
speed.” And organizational learning
speed is not determined by the speed
of the brightest individuals, but by the
average learning speed of the entire
organization.
Bridging the Canyon
We came to our first conclusion:
People will tolerate the directives of
leadership, but they will ultimately
act on their own. This is a chilling
statement for any company undergoing
change. This means that no leader can
dictate, sell, or cajole people across
the Grand Canyon. They must set the
stage for people to build a bridge and
cross it, to allow people to go on a
journey of discovery and draw their
own conclusions about critical business
issues. Only when people change
their conclusions will they change their
actions.
Our second pivotal conclusion evolved:
Everyone in the organization must see
and understand the big picture. They
must be allowed to understand the
whys, not just the day-to-day whats.
Our Learning Map®
Technology
When we started developing visual
metaphors, we asked two basic
questions: How do people learn, and
how can large numbers of people
quickly understand the most complex
business issues? First, we determined
that people learn visually. Aristotle
said,“The soul never thinks without
a picture.”Alan Kay took it one
step further: “If a picture is worth a
thousand words, a metaphor is worth a
thousand pictures.”
We have learned that visualization is
an accelerant tool. As learners absorb
new information, it forms a picture
in their minds. This picture emerges
only when people can create links
between their existing knowledge and
new information. Learners tell us they
have an “aha” – a moment when they
think,“Now I understand” – when the
picture is complete. Visualizing critical
business issues allows individuals, teams,
and organizations to think in systems,
greatly speeding up the “aha” process.
It also creates focused thinking,
allowing everyone to build a shared
understanding of the larger systems
that determine the effectiveness of
their individual actions.
3
Creating a Company of Business People
If visualization is the first tenet of Root
Learning, our second is dialogue –
specifically, strategic-directed Socratic
dialogue. Socrates knew that learning
is a matter of asking the right questions,
not simply giving the right answers. The
great philosopher developed a system
of asking his students questions to get
to core truths. He avoided presenting
his own conclusions; instead, he sought
to immerse learners in exploration and
inquiry.
Like Socrates, we believe there are few
sustainable right or wrong answers;
there are simply better questions, and
the better the question, the more
people will participate in engaged
thinking. Dialogue demands that
cherished assumptions be challenged,
that long-held beliefs be explored.
The Root Learning process use
strategic-directed dialogue to address
business issues. This may sound like
a simple exercise, but it is very hard
to master. Most leaders lecture; most
teachers preach. True dialogue seeks
to minimize the leader/teacher talk and
maximize the learner search.
The third tenet of Root Learning is
that people learn best in small groups,
guided by a facilitator who nurtures a
process of discovery. Not necessarily a
business expert or leader, the facilitator
encourages understanding through
thought-provoking questions and what-
if scenarios.
Our Core Competencies
We at Root Learning have an extensive
background in strategic planning and
executing strategic changes in Fortune
500 organizations. Additionally, we
understand the frontline managerial,
supervisory, economic, operational
systems, and performance management
issues that shape receptivity to learning
initiatives and other interventions. We
have a solid grip on the fundamental
economic, cultural, and cost issues
that must be addressed for large-scale
organizational learning processes to
be culturally accepted and practically
implemented. Root Learning has a track
record of delivering measurable results
in hostile business environments –
areas where employee cynicism, suspi-
cion, and distrust is extraordinarily high.
We have an in-depth comprehension
of the principles and dynamics of group
dialogue – a process which, we believe,
is not simply the cornerstone of all
large-scale organizational learning initia-
tives, but the very oxygen of change.
We also understand how to success-
fully integrate learning with specific em-
ployee actions. For example, most of
our learning processes produce laser-
sharp customer-value-driven actions
designed to address strategic opportu-
nities identified by corporate leadership.
The Golden Rules of Learning
Successful leaders know that their first
responsibility is to define the reality of
the business. Therefore, the process of
executing major improvements rests on
a widespread employee understanding
of the competitive, economic, techno-
logical, customer, market, and environ-
mental realities that drive your business.
A person without such an understand-
ing may not accept responsibility for
the future of the organization. A per-
son with this information can’t help but
accept responsibility. By appealing to
the highest level of thinking in people,
leaders ensure the highest level of ac-
tions, commitment, and organizational
“alignment.” Business and financial
literacy are essential to make people
effective players in this effort and know
how to keep score on the results.
People must have a basic understanding
of how a business operates and what it
takes to win if they are to successfully
participate in improving it.
Today, the Root Learning process is
becoming widely recognized as an
enabling technology that reduces
learning time, encourages self-
education, broadens the scope and
depth of employee understanding on
critical business systems, and, most
important, directly impacts business
results. Our methodology creates a
capability for large-scale interactive
learning and strategic dialogue that was
previously impossible.
5470 Main Street
Sylvania, OH 43560
419.874.0077
www.rootlearning.com

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Understand Your Business From Every Level

  • 1. Creating a Company of Business People 1 • What if every person in your organization really understood the big picture, including the economic, technological, competitive, and market realities of your business? • What if all of your people had an understanding of your strategy far more focused and meaningful than murky visions and missions? • What if they understood your organization’s core competencies, knowing exactly what skills would be required to achieve your strategic goals? • What if they realized how slim your margins are and how they could help them grow? • What if they understood where you got your money from, how difficult it is to make, and what is really involved in financially growing your business? • What if they understood the true cost of product development? • What if they really understood the need for a shareholder return in a ferociously competitive world, where stockholders have many other investment alternatives? • What if your organization went beyond the current rhetoric of customer service and deeply explored the hard realities of customer value? • What if your people discovered that all customers are not alike? • What if your organization went beyond “blue sky” rhetoric on reengineering and developed initiatives that really got results? Many leaders would argue that lack of communication is one of the greatest obstacles to achieving change. But at Root Learning, we believe the real problem runs deeper. In many organizations, mistrust and fear are the real culprits, the biggest impediments to moving forward. The antidote, we believe, is knowledge – knowledge about the core business realities that shape an organization’s future. At Root Learning, we fuse strategy with accelerated learning to reduce the cycle time of bringing knowledge, insight, and understanding to people at every level. We have created a process designed to build an entire company of business people. We do not train people. Our process assists in the deployment of strategy, leading people to come to an understanding on their own, and increasing your capacity to make vital changes. These changes do not involve modifying behavior or developing lofty theories, but require implementing changes needed for your company to grow and prosper. Creating a Company of Business People by Randall Root and Jim Haudan Imagine how your company would look if every single person at every level really understood how your business worked.
  • 2. 2 Creating a Company of Business People How We Got Started As former strategic planners, we spent a great deal of time with senior leaders of companies attempting to identify major environmental shifts that radically affected their business landscapes. We pointed out the threats and opportunities within specific industries. We crafted masterful strategic plans in multicolored, three-ring binders. Then, when we returned a year later, we found that our binders were invariably on shelves, collecting dust. The strategic plans were not implemented after all, and precious opportunities were lost. What began to emerge was a “Grand Canyon­” between the leaders who could see what needed to be done, but who didn’t have their hands on the levers of change, and the doers who had their hands on the levers of change, but who simply couldn’t see the big picture. Leaders said,“This is our vision.” Doers replied,“What does this mean for me and my people?” We began to understand that the only way to bridge that canyon was to provide everyone with a comprehensive, board-level understanding of the most strategic business issues. We had to bridge the canyon by creating an organization of business people. It became clear that competitive advantage was not determined by price, product, or even strategic thought, but by “change speed,” “adaptation speed,” and “learning speed.” And organizational learning speed is not determined by the speed of the brightest individuals, but by the average learning speed of the entire organization. Bridging the Canyon We came to our first conclusion: People will tolerate the directives of leadership, but they will ultimately act on their own. This is a chilling statement for any company undergoing change. This means that no leader can dictate, sell, or cajole people across the Grand Canyon. They must set the stage for people to build a bridge and cross it, to allow people to go on a journey of discovery and draw their own conclusions about critical business issues. Only when people change their conclusions will they change their actions. Our second pivotal conclusion evolved: Everyone in the organization must see and understand the big picture. They must be allowed to understand the whys, not just the day-to-day whats. Our Learning Map® Technology When we started developing visual metaphors, we asked two basic questions: How do people learn, and how can large numbers of people quickly understand the most complex business issues? First, we determined that people learn visually. Aristotle said,“The soul never thinks without a picture.”Alan Kay took it one step further: “If a picture is worth a thousand words, a metaphor is worth a thousand pictures.” We have learned that visualization is an accelerant tool. As learners absorb new information, it forms a picture in their minds. This picture emerges only when people can create links between their existing knowledge and new information. Learners tell us they have an “aha” – a moment when they think,“Now I understand” – when the picture is complete. Visualizing critical business issues allows individuals, teams, and organizations to think in systems, greatly speeding up the “aha” process. It also creates focused thinking, allowing everyone to build a shared understanding of the larger systems that determine the effectiveness of their individual actions.
  • 3. 3 Creating a Company of Business People If visualization is the first tenet of Root Learning, our second is dialogue – specifically, strategic-directed Socratic dialogue. Socrates knew that learning is a matter of asking the right questions, not simply giving the right answers. The great philosopher developed a system of asking his students questions to get to core truths. He avoided presenting his own conclusions; instead, he sought to immerse learners in exploration and inquiry. Like Socrates, we believe there are few sustainable right or wrong answers; there are simply better questions, and the better the question, the more people will participate in engaged thinking. Dialogue demands that cherished assumptions be challenged, that long-held beliefs be explored. The Root Learning process use strategic-directed dialogue to address business issues. This may sound like a simple exercise, but it is very hard to master. Most leaders lecture; most teachers preach. True dialogue seeks to minimize the leader/teacher talk and maximize the learner search. The third tenet of Root Learning is that people learn best in small groups, guided by a facilitator who nurtures a process of discovery. Not necessarily a business expert or leader, the facilitator encourages understanding through thought-provoking questions and what- if scenarios. Our Core Competencies We at Root Learning have an extensive background in strategic planning and executing strategic changes in Fortune 500 organizations. Additionally, we understand the frontline managerial, supervisory, economic, operational systems, and performance management issues that shape receptivity to learning initiatives and other interventions. We have a solid grip on the fundamental economic, cultural, and cost issues that must be addressed for large-scale organizational learning processes to be culturally accepted and practically implemented. Root Learning has a track record of delivering measurable results in hostile business environments – areas where employee cynicism, suspi- cion, and distrust is extraordinarily high. We have an in-depth comprehension of the principles and dynamics of group dialogue – a process which, we believe, is not simply the cornerstone of all large-scale organizational learning initia- tives, but the very oxygen of change. We also understand how to success- fully integrate learning with specific em- ployee actions. For example, most of our learning processes produce laser- sharp customer-value-driven actions designed to address strategic opportu- nities identified by corporate leadership. The Golden Rules of Learning Successful leaders know that their first responsibility is to define the reality of the business. Therefore, the process of executing major improvements rests on a widespread employee understanding of the competitive, economic, techno- logical, customer, market, and environ- mental realities that drive your business. A person without such an understand- ing may not accept responsibility for the future of the organization. A per- son with this information can’t help but accept responsibility. By appealing to the highest level of thinking in people, leaders ensure the highest level of ac- tions, commitment, and organizational “alignment.” Business and financial literacy are essential to make people effective players in this effort and know how to keep score on the results. People must have a basic understanding of how a business operates and what it takes to win if they are to successfully participate in improving it. Today, the Root Learning process is becoming widely recognized as an enabling technology that reduces learning time, encourages self- education, broadens the scope and depth of employee understanding on critical business systems, and, most important, directly impacts business results. Our methodology creates a capability for large-scale interactive learning and strategic dialogue that was previously impossible. 5470 Main Street Sylvania, OH 43560 419.874.0077 www.rootlearning.com