This document summarizes 12 principles of collaboration presented by Jacob Morgan. It discusses how collaboration has evolved from isolated small groups to being dynamic, transparent and boundaryless enabled by technologies. It highlights common collaboration challenges in organizations and the impact of collaboration on knowledge worker productivity, communication, and cost savings. The principles emphasize focusing on employee and customer needs, leadership by example, integration into work flows, and ongoing adaptation. Case studies from companies demonstrate benefits like improved performance, engagement, and revenue from collaboration.

1. 12 Principles of Collaboration
Jacob Morgan

2. Slides, Case Studies, and Strategy
Resources
ChessMediaGroup.com/Resources
• Around a dozen in-depth case studies
• State of Enterprise 2.0 Collaboration Report
• Unique strategy resources to help you with collaboration efforts
• Updated Regularly!

3. • Principal, Chess Media Group
• Author of Amazon best-selling
book “The Collaborative
Organization” (McGraw Hill)
• Traveler and Chess Lover!
• Blog:
SocialBusinessAdviser.com
• Twitter: @JacobM

4. The Collaborative Organization
• Published July 2012 (McGraw Hill)
• First comprehensive guide to emergent
collaboration in the workplace
• Includes real-world examples, hard data,
and contributions from practitioners, and
unique models and frameworks
• Amazon best-seller
• Endorsed by leaders such as the former CIO
of the USA, CMO of Dell, Chair of the MIT
Sloan Management Review, CEO of Unisys,
CMO of SAP, and dozens of others
• SocialBusinessAdvisor.com

5. The Ultimate Puzzle
The number of possible ways of
playing the first four moves for
both sides in a game of chess is
318,979,564,000
There are more possible chess
moves then there are atoms in the
entire universe
There are more possible Chess
moves then there are seconds that
have elapsed since the big bang

6. What Is Collaboration?
• Collaboration isn’t new, it’s been
around for many years
• All about two or more people
working together to create
something or achieve a goal
• Technology and culture have
changed

7. Collaboration Has Evolved
• Nobody even • Digital • Scale
remembers • With boundaries • Transparency
• Not at scale • Digital
• Poor depth and • Breadth and depth
breadth • No boundaries
• Small • Truly collaborative
groups/individual • Empowered
• Static employees
• Email!! • Dynamic
• Beyond email

8. Easy to find
information
Join/create Learn and
communities grow
You control Live a more
technology public life
YOU
Engage with Use multiple
others devices
Easy to learn
Connect
and teach
with people
others

9. Your Future Workforce
• Cultivate passions
• Engage with communities
• Find and share information
• Learn and grow at will
• Always connected
• A teacher and a student
Are you ready for him?...

10. Fueled by the Consumer Web
• Thanks to companies such as Facebook,
Twitter, Google, Foursquare, Linkedin and
others it’s now so easy to:
• Find information and people
• Connect with information and people
• Create information
• Share information
• Consume information
• More comfortable living a public life

11. Mind the Gap
Consumer web The Enterprise
New tools and behaviors Trapped in email
Transparency Legacy systems
Easy of use
The enterprise is Old ways of working
Innovation
getting left behind Not efficient
Easy to find, connect,
and is struggling to Command and control
share, create, & consume adapt to current Hard to navigate
Evolving changes in behavior Not adapting
Bold and technology Scared
Engaged
Disengaged
Collaborative
Siloed

12. Common Collaboration Problems
• Find subject matter experts
• Hard to information
• Too much time spent in email
• Cross-boundary communication/collaboration
• Duplication of content
• Department and organizational alignment
• Making work more efficient
• Improving employee engagement
• Work-life balance

13. The farther apart we are the lower the
probability of communication
Source: Professors John Carroll and Li Tao, Managerial Psychology, Massachusetts Institute of
Technology: MIT OpenCouseWare, Fall 2006, http://ocw.mit.edu, accessed January 19, 2012.
Used by permission of MIT OCW. 1977 T. J. Allen, “Managing the Flow of Technology”

14. Impact of Collaboration

15. Impact of Collaboration

16. Impact of Collaboration
Source: McKinsey, How social technologies are extending the organization

17. Source: McKinsey, The rise of the networked
enterprise: Web 2.0 finds its payday

18. 20-25% improvement in knowledge worker
productivity possible
$900 billion-1.3 trillion (annual value that could be
unlocked via social technologies in 4 sectors)
2/3rds of that value comes from
communication and collaboration between
and across enterprises…
That’s almost $600 billion-900 billion
Source: McKinsey, The social economy: Unlocking value and productivity through social technologies

19. “If only HP knew what HP knows, we would be
three times more productive.”
~Lou Platt, Former CEO, HP

20. Strong ties (your friends)
Strength of Weak
Ties
Weak ties act as
bridges to people
and information.
These bridges
help us find
subject matter
experts and the
answers and
help we need.
Weak ties
(acquaintances)
Based on concept developed by Mark Granovetter

21. From this

22. To This

25. 1
Individual vs. Corporate Value
You should use these new tools and strategies we’re implementing
because they are going to help the company make and save more money
OR
You should use these new tools and strategies we’re implementing
because they are going to make your life at work easier and better.

26. 2
Strategy BEFORE Technology
• Most companies start with
technology
• Quickest way to failure
• Understand WHY before
you understand HOW
• What is the business value
and what are the use
cases?

27. 3 Listen to the Voice of the
Employee
Did you know?
“Higher levels of engagement are strongly related to higher levels of
innovation. 59% of engaged employees say that their job brings out
their most creative ideas against only 3% of disengaged employees.”
(Gallup)
“Employees worldwide who know their managers as “people”
are more likely to be engaged (Gallup)”
• Listen to feedback and suggestions
• How do employees want to work?
• What makes the engaged at work?
• What are they passionate about?
• Listen to what they tell you…

28. 4 Learn to Get Out of the Way
• Avoid the “wear any color because it’s black” mentality
• Not about policing and enforcing
• Empower and support but don’t dictate

29. 5 Lead by Example
• If leaders aren’t on-board why should employees be?
• Leaders have tremendous impact on culture and direction
• According to Andrew McAfee, quickest way to fail
• Not just about saying you support collaboration, SHOW it

30. 6 Integrate Into Flow of Work
• Needs to be a part of how employees work
• Not mean to be “another” place to go to
• Example: leveraging single sign on to create the “front door” to
the enterprise

31. 7
Create a Supportive Environment
• Think long-term
– Onboarding of new employees
– Evaluating existing employees
• Beyond the tools
– Education and training
– Lunch & learns
– Reverse mentoring
– Open Q&A sessions

32. 8 Measure what Matters
• You can measure everything, but should you?
• 60% of companies no KPI’s, 25% Yes, 15% don’t know
• Out of 25% who define KPI’s, almost 50% don’t know how
they are doing on those KPI’s
• KPI’s tie back to goals & objectives, anecdotal or data driven

33. 9 Persistence
• You will run into obstacles and challenges
• Decide if this is the new course your company will take
• Collaboration isn’t an option it’s THE option

34. 10
Adapt and Evolve
“Be like water”
-Bruce Lee
• Technologies will change
• Challenges will emerge
• New behaviors will surface
• Processes will change

35. 11
Collaboration also Benefits the
Customer
• Ability to respond faster to customers
• More accurate customer responses
• Create knowledge/content repository for
repeating issues
• Integrate customer feedback into company
products and services

36. 12 Collaboration Makes the
World a Better Place
• U.S. companies spend over $400 billion on stress-related
issues
• Work is one of the leading causes of stress
• Collaboration can:
• Make it easier for employees to get work done
• Allow employees to feel more fulfilled and engaged
• Feel a greater sense of purpose
• Allow for flexible work environments
• Reduce stress at work
• Give employees more personal time
• Improve work-life balance
• MAKE PEOPLE HAPPIER!

37. What organizations are seeing
• TELUS- Improved performance seen by over 70% of employees
• Vistaprint- Reduced onboarding time of new employees by 50%
• OCE- Cost savings of over 1 million euros annually
• Penn State University-Improved communication and engagement,
broke down silos
• U.S Department of State- Ability to support 500k new workers over
10 years, capture and retain knowledge
• Lowe’s- Recent $1 million revenue generation from shared product
demo
• FSG- 80 person growing company using collaboration to support
growth

38. Questions?
Jacob Morgan
Principal, Chess Media Group
Author, The Collaborative Organization
TheCollaborativeOrganization.com
Jacob@ChessMediaGroup.com
SocialBusinessAdvisor.com
@JacobM
“…Jacob's book guides leaders on how to develop strategies to
build this type of a 'Collaborative Organization.‘
Vivek Kundra, Former Chief Information Officer of the United
States of America
“…Jacob’s book is a valuable strategic guide to help leaders
deploy emerging collaboration technologies and strategies to
"get there.“
Jonathan Becher, CMO, SAP
"A valuable strategic guide for organizations looking to tap the
power of new social and collaborative tools to create more
connected, engaged, and successful organizations."
Ed Coleman, Chairman and CEO, Unisys Corporation

39. Slides, Case Studies, and Strategy
Resources
ChessMediaGroup.com/Resources
• Around a dozen in-depth case studies
• State of Enterprise 2.0 Collaboration Report
• Unique strategy resources to help you with collaboration efforts
• Updated Regularly!