open source

The innovative power of communities

I’ve spent quite a bit of time over the past few years discussing how organizations can more effectively engage with the communities to which they belong. And one of the things I often mention is the role of a community ambassador—a person who represents the organization or brand in communities outside its own walls.

This month, I’m playing a bit of a community ambassador role myself. I wrote an article entitled The Innovative Power of Communities that appears in the July Edition of T+D Magazine. The magazine is a publication of the American Society for Training and Development (ASTD), an association with more than 38,000 members in 100 countries.

I haven’t historically been a part of the training and development world, but I’m hoping this article becomes the starting point for a conversation with folks in this field about how we might enable our organizations to better collaborate with the communities that they interact with.

Check out the article, and let me know what you think.

How do you collaborate without leaving introverts behind?

Last week, I watched The Power of Introverts, an excellent TED Talk by Susan Cain (she also has a book out on the same subject called Quiet: The Power of Introverts in a World That Can’t Stop Talking).

In her talk, which has been viewed almost two million times since it was posted last month, Susan makes a compelling case that the open, collaborative world we embrace today is not always set up to harness the best work from introverts.

As we’ve moved toward more open office plans, collaborative processes like design thinking, and into a digital world now dominated by the word “social,” Susan wonders who is looking out for the introverts? Should introverts feel guilty about wanting to do their thinking and working alone? And can introverts do great work in group settings?

I spent more than a decade working in the inherently collaborative world of open source software. I regularly lead brand positioning and strategy projects as open, collaborative, social exercises involving entire communities of people in the process. So Susan’s talk made me ask myself a tough question:

By emphasizing a collaborative, social process am I risking leaving introverts—and their best ideas—behind?

It’s no secret that I am a life-long introvert myself. I am much more comfortable writing or reading a blog post in my living room and discussing it via comments or Twitter than I am sitting and talking about it with someone over coffee or, worse, at a social gathering like a party or a conference.

So I get where Susan is coming from. Deeply.

In her TED Talk, she at one point pleads, “Stop the madness for constant group work.” When she said this, it hit me pretty hard. The first thing that came to my mind was the one gazillion design thinking ideation sessions I’ve either run or participated in over the last 7 or 8 years.

I’ve personally never had much trouble speaking up during ideation/brainstorming sessions. But I also suspect I am a relatively mild introvert compared to others I know. I started to wonder what the hard-core introverts were thinking during these sessions (and if you were one of them, feel free to tell me below in the comments).

Did they feel like they were being talked over by extroverts? Did they feel like they were out of their element, or needed more time to process their thoughts before blurting them out and having them recorded on the wall? Would they have preferred to contemplate on their own instead of thinking socially as part of a group?

Then another thought stuck me: I’ve met a lot of software engineers over the years, and while not all of them are introverts, many of them are. Frankly, I don’t think too many extreme extroverts could stand to sit in their office and stare at a computer screen all day. But for some introverted software developers, this is bliss.

Yet open source software is developed in a collaborative, social process… run in many cases by introverts.

Why does that work?

For me at least, the answer comes down to the difference between virtual and in-person collaboration. Open source software developers do much of their collaborating online. Often this is because they are geographically dispersed around the world. But I’ve also seen developers sitting two feet away from each other communicating via instant messages or email.

Online collaboration has two key advantages over in-person collaboration for introverts:

1) It allows them to avoid stressful in-person social interactions.

2) It allows them to take their time, contemplate, and think deeply before responding.

Over the past two years at New Kind, I’ve personally been doing less and less in-person design thinking ideation sessions, instead hosting more open, collaborative sessions online. Sometimes they are efforts like the hackathons I’ve run for the Management Innovation Exchange that involve hundreds of people collaborating from all around the world. Other times they are client projects where the collaborating happens via Basecamp or another online tool.

I’ve found I enjoy facilitating sessions online much more than in-person sessions, and I think it suits my personality better. Because the collaboration happens asynchronously, I can take my time crafting thoughtful responses and generating ideas. I can wait until I’m in the right frame of mind to participate, and most importantly, I can work with others, yet be alone at the same time.

I suspect some of these same advantages also translate to participants in online group sessions as well. And for this reason, perhaps many introverts are more comfortable in collaborative projects online than in person. Some of the best ideas I’ve seen emerge from online collaborative exercises come from people who usually remain completely silent in meetings.

In many cases, online collaborative projects provide the best of both worlds—you can collaborate and build off the ideas of others, but still take the time to process your thoughts before you add them (and as a special bonus, you don’t have the stress of in-person social interaction).

If you consider yourself an introvert, I’d love to hear about your experiences participating in collaborative projects online vs. in person. Do you agree with Susan Cain’s assessment that collaborative group projects are not designed to get the best out of introverts? Do you find yourself making better contributions and contributing more in online projects? Or are online collaborative groups just as bad for you as in-person sessions, and you’d rather just work completely on your own?

I’d love to hear what you think.

A review of the new Jim Collins book “Great By Choice”

I admit it. I’m a total Jim Collins fanboy.

Ever since my friend Paul Salazar first introduced me to the book Built to Last back in 2002, I’ve been a willing member of the cult of Jim Collins. During my time at Red Hat, we took some of the ideas from Built to Last as inspiration for the process we used to uncover the Red Hat values. Then we later employed many of the principles from Collins’ next book Good to Great as we further developed the Red Hat positioning, brand, and culture.

Check out this picture of my copies of Built to Last and Good to Great, with little Red Hat Shadowman stickies marking the key sections I refer to the most. (I’m such a nerd.)

While many of the Big Concepts (TM) expressed in these books may initially seem a bit cheesy and Overly Branded (TM), I’ve come to love and occasionally use some of the terms like BHAGs (Big Hairy Audacious Goals), the Tyranny of the OR, Level 5 Leadership, and my longtime favorite The Hedgehog Concept. Why?

Because they are just so damn useful. They make the incredibly complex mechanics behind successful and not-so-successful organizations and leaders simple and easy for anyone to understand. They are accessible ideas and you don’t have to be a former management consultant with an MBA from Harvard in order to understand how to apply these principles to your own organization.

I’d go so far as to say that over the past fifteen years, no one has done more than Jim Collins to democratize the process of creating a great organization.

So when I found out that Jim Collins had a new book coming out, his first since the rather dark and depressing (but no less useful) How the Mighty Fall in 2009, and that he’d been working on this new book with his co-author Morten Hansen for the last nine years, I was ready for my next fix.

I finished the new book, entitled Great by Choice: Uncertainty, Chaos, and Luck–Why Some Thrive Despite Them All a few nights ago, and here are my thoughts.

This book comes from the same general neighborhood Collins explores in his previous books (I’d describe this neighborhood as “what makes some companies awesome and others… not so much”), but instead of simply rehashing the same principles, this book explores a particularly timely subject. From Chapter 1, here’s how Collins and Hansen set up the premise:

“Why do some companies thrive in uncertainty, even chaos, and others do not? When buffeted by tumultuous events, when hit by big, fast-moving forces that we can neither predict nor control, what distinguishes those who perform exceptionally well from those who underperform or worse?”

In other words, what common characteristics are found in companies that thrive when the going gets wacky? (Times like, for instance… right now.)

In this book Collins and Hansen clearly did an immense amount of research to answer this question. In fact, as with Built to Last and Good to Great, the appendixes at the end “showing the math” for how they reached their conclusions take a third or more of the book.

Their research led to a set of companies that they refer to as the “10x” cases because, during the study period, these companies outperformed the rest of their industry by 10 times or more. After looking at over 20,000 companies, the final organizations that made the cut were Amgen, Biomet, Intel, Microsoft, Progressive Insurance, Southwest Airlines, and Stryker.

Now you may look at this list, as I did, and say to yourself, “Okay, I get Southwest Airlines and Progressive Insurance… but Microsoft????”

Well, as it turns out, the period they were studying wasn’t up until the present day. Because this research began nine years ago, they were studying the companies from 1965 (or their founding date if it was later) until 2002. So in that context, the choice of Microsoft makes a lot more sense. In 2002, Microsoft was still firing on all cylinders (believe me, I remember).

I won’t spoil the whole book for you, but Great by Choice has an entirely new set of Big Concepts (TM) that will help you understand the characteristics that set these companies apart from their peers. This time around, we are introduced to:

–The 20 Mile March: Consistent execution without overreaching in good times or underachieving in bad times.
– Firing Bullets, Then Cannonballs: Testing concepts in small ways and then making adjustments rather than placing big, unproven bets (basically akin to the open source principles of release early, release often and failing fast). But then placing big bets when you have figured out exactly where to aim.
– Leading above the Death Line: Learning how to effectively manage risk so that the risks your organization take never put it in mortal danger.
– Return on Luck: My favorite quote from the book perfectly articulates the concept: “The critical question is not whether you’ll have luck, but what you do with the luck that you get.”

Many of these concepts come with an awesome allegorical story to illustrate them. That’s the great thing about a Jim Collins book: you can’t always tell whether you are reading a business book or an adventure book. In this case Collins (who is also an avid rock climber himself) shares tales from an ill-fated Everest expedition, the race for the South Pole, and a near death climbing experience in Alaska interspersed with specific stories from the businesses he is profiling.

Overall assessment: The book is a fitting companion to Built to Last, Good to Great, and How the Mighty Fall. Simple, accessible, easy to digest, and with some very actionable key concepts that you can immediately put to use. And, unless you read all of the research data at the end, you’ll find it to be a quick read that you can likely finish on a plane trip or in an afternoon.

So go on, pick up a copy and let me know if you agree.

–

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Mozilla: A study in organizational openness

My theme this week is organizational openness and transparency and today I’d like to highlight a fantastic example of an organization that has built a culture with openness at its core: Mozilla.

Most of you probably know Mozilla as the organization famous for its open source Firefox web browser. But what you may not know is that open source is more than just a technology decision for Mozilla; the open source way is deeply ingrained in every aspect of its culture.

Last week, Mozilla Technology Evangelist Paul Rouget wrote a post on his blog entitled Mozilla Openness Facts. In it, he attempts to capture as many examples of openness in action at Mozilla as he can.

Here are just a few of the examples Paul shares (read his post if you want to see the rest):

1. An open door office policy: open source contributors are welcome to drop by Mozilla offices and hang out. In fact, Paul notes that he first met current Mozilla CEO Gary Kovacs (before he joined Mozilla) when Gary visited the Paris office where Paul works.

2. Transparent financials: Sure, many companies publish their financial results publicly… because they are public companies. Mozilla isn’t, but still does.

3. Open meetings: No strategy behind closed doors here. Not only are many of Mozilla’s meetings open to the public, they often post the phone numbers (and even video conference URLs) on their wiki.

4. Public product roadmap: Want to know Mozilla’s future technology direction? No need to hire a private investigator, you can find the product roadmap on the wiki too.

Not all of these examples are unique to Mozilla and some of them are simply a part of being a responsible member of the open source movement. But what is unique is that someone took the time to catalog the openness examples.

It’s a fantastic idea, and perhaps something that every company that bills itself as open should attempt to do in a public forum.

I reached out to Paul to ask him a few questions about openness and what motivated him to compile the list of examples. Here are some highlights from our conversation:

First, I asked him about some of the challenges that come with openness and transparency. One of the points he made that resonated most with me is that “being open is not a passive task.” It isn’t enough just to make information open—you must be active about helping people find it.

“Open meetings are meetings where anybody can come. But you have to promote these meetings. Make sure the contributors hear about them. Same for mailing lists and IRC channels, open channels, but you need to find them… Just keeping the doors open is not enough,” says Paul.

Paul also pointed out another crucial lesson of organizational openness, that being open doesn’t mean everyone has the right to vote on everything.

“Being transparent and open doesn’t mean we are a democracy. We listen to everybody, but we believe that the most skilled people should make the most important decisions. And you don’t have to be an employee to be a decision-maker.”

Finally, I asked him why he took the approach of “showing vs. telling” in writing the post (which I loved, very esse quam videri). Here was his response.

“I was trying to define openness. I failed. Much easier to show. Everybody is talking about how transparent and open they are. Even big and closed companies. I say b$%^&*!t, they are not. They just use openness as a new buzz word and a new marketing thing. If you are open, show me your meeting notes, show me your source code, let me be part of your team conference calls, let me look at your metrics, and let me work with you.

I wanted to show that being open is much more than just being open source.”

Well shoot, that sounds a lot like what we are trying to show with opensource.com:)

Nicely done, Paul. Nicely done, Mozilla.

[This post originally appeared on opensource.com]

Can an open, collaborative approach still work when not everyone has opted in?

Over the past two weeks, I’ve been reading the book Power and Love by Adam Kahane (thanks to Eugene Eric Kim for the recommendation).

After working with Eugene on the story of Wikimedia’s open strategic planning process, I’d remarked to him that the Wikimedia effort was one of the most successful, large-scale collaborative exercises I’d ever seen. Eugene replied that if I thought their project was big, I should read Power and Love to get a sense for the types of large-scale collaborative projects Adam tackles, often on the scale of nations.

It’s really a wonderful, introspective book, filled not just with successes but failures as well, and is probably one of the better-reviewed books I’ve seen on Amazon.

Adam is perhaps best known for his work facilitating the Mont Fleur Scenario Project in South Africa in the early 1990s. In an incredibly difficult, post-apartheid environment, Adam brought a diverse group of people together to collaborate on ways to smooth the country’s transition to democracy. He has since led collaborative projects in India, Guatemala, and Israel, among other places around the world, and describes many of these projects in the book.

As I read, I couldn’t help but notice one thematic appearing over and over. In many of Adam’s projects, there was little hope of getting everyone involved to rally around a shared purpose, something I view as a pre-requisite for building a successful community of passion. In fact, even when a fragile collaboration was pieced together in a workshop, it often would fall apart again quickly once the session was over.

In the open source world, we are usually lucky enough to be working with opt-in communities. Meaning, people are participating of their own free will, and have almost always joined the project because they share a common belief about what it might accomplish.

But reading Adam’s book has made me wonder, do the principles we regularly discuss here on opensource.com apply in communities where passion is strong, but not everyone shares a common purpose? Can open collaboration be successful in places where competing agendas are flourishing and not everyone has opted-in to the same project?

My experiences tell me that in communities without a shared purpose, productive open collaboration is usually incredibly difficult. Our current political environment here in the United States is certainly case study #1.

In the open source world, we don’t know how lucky we have it.

Do you think an open, collaborative approach can really succeed in environments where not everyone shares a common purpose and has joined of their own free will?

I’d love to hear what you think.

[This post originally appeared on opensource.com]

In a tough job market, your open source experience may be an asset in more ways than one

Does this describe you?

You’ve been using open source software or contributing to open source projects for a long time. Perhaps you are in a job where you utilize open source tools regularly, or maybe you are just fooling around with them for fun or to learn new skills.

You’ve been known to tell (possibly true) stories that highlight how long you’ve been a part of the open source world (from “I remember downloading the first version of Fedora” to “I was in the room when the term open source was coined”). But, most importantly, you consider yourself an active member of one or more open source communities.<img title=”” src=”http://opensource.com/sites/all/modules/wysiwyg/plugins/break/images/spacer.gif&#8221; alt=”” />

Did you ever consider that your time spent participating in these open source communities might be more than just good technology experience? That it might prepare you for jobs completely unrelated to using or making software?

In college, I studied history and political science. Not because I wanted to be a political scientist or a historian but because, well… actually I’m not really sure.

But in retrospect, I’m really happy I studied these fields.

Why? They gave me plenty of experience doing research, writing, and learning to articulate my thoughts and ideas effectively. While I don’t remember how Alexander the Great defeated the Persians at the battle of Issus and I can no longer compare and contrast the views of Rousseau and Locke effectively, I use many skills I learned when studying these subjects on a daily basis.

At the risk of sounding like an advertisement for a liberal arts education, let me get to the point.

While you’ve been happily participating in open source communities because you have a need for a piece of software or want to help make it better, you may also be the beneficiary of an important side effect. You may be getting experience in how organizations of the future will be run.

Over the past few years, I’ve had an opportunity to work with organizations in many different industries, including finance, education, service, hospitality, even in the government and non-profit worlds. Many of these organizations are busy exploring how they can better compete using techniques that many of us in the open source world have already successfully put into practice.

For example, some are interested in testing large-scale collaborative projects involving people outside their organizations. Others want to know how to create internal meritocracies where people feel empowered and the best ideas can come from anywhere. Others want to begin to form more meaningful relationships with the community of people who care about their organizations. If you’ve been reading opensource.com, you’ve seen us highlight many examples in business, government, education, health, and elsewhere.

These organizations have a lot to learn from those of you who already have real experience using these practices in real communities.

In his book Outliers, Malcolm Gladwell introduced the idea that those who became world-class practitioners at their craft (he uses examples like Mozart, Steve Jobs, and the Beatles), have done so in part because they were able to get an inordinate amount of practice before others in their field. According to the research Gladwell cites in the book, a person needs about 10,000 hours of practice to achieve mastery.

How close are you to putting in 10,000 hours participating in the open source world? If you’ve spent 40 hours a week working in open source communities for 5 years, you may have your 10,000 hours in already.

But even if you don’t yet have 10,000 hours, my guess is you’ve already learned quite a bit about how open source communities work.

So if you believe that the organizations of the future may be run using many of the same principles that are currently being used to great effect in open source communities, and you already have plenty of experience working within those communities, could you be an asset to an organization that is looking for better ways to compete? And could you be an asset not just because of your open source technology skills, but also because of your open source thinking skills?

An example: My friends Dave Mason and Jonathan Opp, who each have well more than 10,000 hours of experience in the open source world, recently entered the joint Harvard Business Review / McKinsey M-Prize contest on the Management Innovation Exchange with a hack deeply inspired by their open source experience.

Their idea? Take the principle of “forking” as practiced in open source development projects and apply it to the way organizations are managed (read the full details of their hack here). Their “Free to Fork” hack was recently selected from a pool of almost 150 entries submitted by people from around the world as one of 20 finalists for the M-Prize. Pretty impressive.

So think about it: Beyond your technology experience, what else have you learned from working in open source communities that might be valuable to a potential employer? Are there hidden skills or ways of thinking open source has taught you that might be worth highlighting in a job interview or in making the case for a promotion or new assignment?

Start thinking of your open source experience as a new set of thinking and working skills that may be very much in demand in organizations hoping to remain competitive in the future.

By doing so, you might open yourself up to interesting opportunities you wouldn’t have considered before.

[This post originally appeared on opensource.com]

Three tired marketing words you should stop using

Over the years, I’ve had many people label me as a marketing guy just because I help build brands. I don’t like being labelled, but I particularly don’t like that marketing label. Why?

In my view, traditional marketing sets up an adversarial relationship, a battle of wills pitting seller vs. buyer.

The seller begins the relationship with a goal to convince the buyer to buy something. The buyer begins the relationship wary of believing what the seller is saying (often with good reason). It is an unhealthy connection that is doomed to fail most of the time.

What’s the alternative? I believe companies should stop trying to build relationships with those interested in their brands using a marketing-based approach and instead move to a community-based approach where the culmination of the relationship is not always a transaction, but instead a meaningful partnership or friendship that may create multiple valuable outcomes for both sides.

How do you do this? Consider beginning by eradicating three of the most common words in the marketing vocabulary: audience, message, and market.

So you better understand what I mean, let me attempt to use all three of these words in a typical sentence you might hear coming out of a marketer’s mouth:

We need to develop some key messages we can use to market to our target audience.

Yikes. So much not to like in there. Let me break this one down.

Audience

You hear companies talk about their “target audiences” all the time. So what’s wrong with that?

The word audience implies that the company is talking and the people on the other end are listening. This sort of binary, transactional description of the relationship seems so dated to me.

Certainly in the glory days of advertising where companies had the podium of TV, magazine, and newspaper ads, the word audience was more appropriate. After all, no one ever got far talking back to the TV set.

But in the age of Twitter and Facebook, companies must respect that everyone has the podium. Everyone is talking, everyone is listening.

Where most marketing folks would use the word audience, I often substitute the word community. By thinking of those who surround your brand as members of communities rather than simply as ears listening to you, you’ll already be on your way to a healthier, deeper relationship with the people who engage with your company.

Message

The word message bothers me for the same reason. It is such an antiquated, transactional term. When a company talks about “creating messaging” or “delivering targeted messages” I start thinking we should call the Pony Express.

I believe the move to a community-based approach begins when you quit worrying about “delivering messages” and begin thinking about sharing stories, joining conversations, or sparking dialogue.

These are much better ways to communicate authentically in a collaborative world.

Market

Perhaps the word that bugs me most is market (used as a noun or a verb) and its related friend consumer. Companies that think of people interested in them as consumers or markets take what could become a multi-dimensional relationship and whittle it down to one dimension: a transaction.

If you think of someone as part of your “target market” or a “consumer” you are making your interest in them abundantly clear. You want them to consume something. You want their money.

But what if there were more that people who are interested in your brand could share besides just their money? Perhaps they have valuable ideas that might make your company better? Perhaps they’d be willing to volunteer to help you achieve your mission in other ways?

When you stop thinking of the people that care about your company as consumers or a market, you can begin to see opportunities that you would have been blind to before.

Want an example? Look anywhere in the open source world. Sure there are buyers and sellers, but there are also lots of people bringing value in other ways. Developing code. Hosting projects. Writing documentation. The list goes on.

So let me be the first to admit these three words are the tip of the iceberg. Moving a company from a marketing-based to a community-based approach to building relationships will take more than changing a few words. It will require you to embrace new media, new skill sets, and a totally new way of thinking.

But you have to start somewhere.

Do you see other things that may need to change as we move from a marketing-based to community-based approach to building brands and companies?

I’d love to hear your ideas.

[This post originally appeared on opensource.com]

Who will be the new face of openness at Google?

Last week, Google Senior Vice President of Product Management Jonathan Rosenberg resigned after almost 10 years at the firm. While the comings and goings of tech industry executives aren’t typically that interesting to me, I found this news fascinating for a couple of reasons.

First, Rosenberg says that one of the things he plans to do is write a book with ex-Google CEO (and current Executive Chairman) Eric Schmidt. The subject? According to an article in the Mercury News, they’ll be writing about “the values, rules and creation of Google’s management culture.”

Now that is a book I’d like to read. Google is in many ways an ideal case study of the open source way as applied to management practices, and, while many have written books about Google already (notably this one by Bernard Girard and this brand new one by Steven Levy), I’d love to see Schmidt and Rosenberg’s take (and I hope we can corral one of them for a webcast on opensource.com when the book comes out).

I’m especially interested in their view of how the existing Google culture changed (or didn’t change) during their tenure. Especially since it has been reported that Rosenberg’s top-down management style didn’t mesh well at first with the existing engineering-led culture.

But what I find to be the even more interesting question in the short term is, with Rosenberg leaving, who will be the new face of openness at Google?

Continue reading →

User-led innovation can’t create breakthroughs. Really?

Earlier this week, Fast Company posted an article by Jens Martin Skibsted and Rasmus Bech Hansen (thanks to Gunnar Hellekson for sending it my way) that may be of interest to folks seeing success with their open source and open innovation efforts.

The article is entitled “User-Led Innovation Can’t Create Breakthroughs; Just Ask Apple and IKEA” and here’s how it starts:

Companies should lead their users, not the other way around.

The user is king. It’s a phrase that’s repeated over and over again as a mantra: Companies must become user-centric. But there’s a problem: It doesn’t work. Here’s the truth: Great brands lead users, not the other way around.

Jens and Rasmus aren’t the first to preach this sermon, Henry Ford (apocryphally, at least) had a go at it about 100 years ago. And Steve Jobs has famously used Henry Ford’s “faster horse” quote to describe Apple’s philosophy about market research for years.

To make their case, Jens and Rasmus use Apple and IKEA as case studies of brands that have done very well by not listening to their users, and in the article they document conversations with insiders at each company.

Continue reading →

Five questions about open source and branding with Alina Wheeler

A few years back, a good friend recommended I pick up a copy of Designing Brand Identity: an essential guide for the whole branding team by Alina Wheeler. Now in its 3rd edition, it’s a beautiful book, well designed and easy to read or to use as a reference. I recently caught up with Alina, who is finishing up work on a new book entitled Brand Atlas: Branding Intelligence Made Visible with designer Joel Katz. I asked her some questions about where branding and the open source way might be beginning to intersect.

CHRIS: I have heard that you often begin the continuum of branding with the 17,000 year old cave paintings in Lascaux, France. Now that’s historic branding! What are one or two key concepts in designing branding identity that have stayed constant and endured from a world of cave paintings to a world of Twitter, Facebook, and open source?

ALINA: Since the beginning of time, the need to communicate emerges from a universal set of questions: Who am I? Who needs to know? How will they find out? Why should they care? Whether you are on Facebook or in Shanghai or Charlotte, these questions are the same.

Mankind has always used symbols and stories to express individuality, pride, loyalty, and ownership. Individuals, communities and organizations express their uniqueness through their identity. Brand is identity. Competition for recognition is as ancient as the heraldic banners on a medieval battlefield. The battle for physical territory has evolved into competition for share of mind. The competition is fierce.

The power of symbols remains elusive and mysterious–a simple form can trigger recall and arouse emotion–whether it is emblazoned on a flag or embedded in an email. There is significant research about the purpose of the images in the caves of Lascaux. For me they are a reflection of what we are all thinking about now: communication, community, culture, meaning, survival, and navigation.

CHRIS: Now the opposite question: as we begin 2011, are there core branding principles you think have shifted significantly since you wrote the first edition of the book in 2003?

ALINA: The tools have changed. The fundamentals have not. Whether you are the CEO of a global consumer brand or a social entrepreneur, I believe that there is a universal set of principles that are fundamental to increasing awareness, attracting prospects/opportunities, transcending the clutter, and building customer loyalty.

The brand conversation has changed. We all know that now. The challenges have increased exponentially. The tools have become so provocative that they reduce our attention to the fundamentals: being customer centric, staying aligned with your vision and values, and staying differentiated in a world that is overwhelming in sameness and clutter.

The pressure to constantly update and innovate has polarized the world of brand builders. For some, it is an exhilarating time and for others a treadmill where you are running faster to stay in place. There are those who embrace marketplace dynamics and ignore brand fundamentals, and those who are stuck in their legacy infrastructures and business models refusing to embrace change and speed. Success requires embracing both.

CHRIS: Here on the opensource.com business channel, we often talk about how core open source principles like community, collaboration, meritocracy, and rapid prototyping can help businesses of any type–not just those building software. I love the detailed case studies you did in Designing Brand Identity. In your studies of leading brands, have you seen examples of these principles being applied in the branding world?

ALINA: I am eager to learn about new brands that are co-created with the customer or end-user. I believe that open source is the most meaningful and relevant methodology that will help us prepare for a new world: i.e. build communities that matter, collaborate more effectively toward outcomes that matter, and innovate because for survival, that matters.

Although open source is a fairly new idea to most brand managers that I know, it embodies the branding process ideal from an organizational development perspective. The biggest challenge on revitalizing an existing brand is frequently busting through the silos. How do we get IT to work with customer support and marketing to work together on behalf of the customer? How do we get different departments with radically different agendas to be part of the campfire around the brand? It is so powerful when there is a cross-departmental, cross-disciplinary collaboration to build the brand, and to deliver on the brand promise.

B Corporations are a new class of certification and classification for companies that want to collectively redefine success and to leverage the influence of their businesses to solve social and environmental problems. B Corps connect their executive teams with peers from mission-aligned companies.

The Charleston Parks Conservancy has a unique network of community volunteers called the Park Angels, who literally help care for Charleston’s 120 + parks. They have become the public face of the organization. The long-term benefits are for the entire city: building community and improving the quality of life, health and economic strength. Park Angel’s brand is visible on numerous platforms that connect people to people, people to the parks and to the bigger ideal of making a difference. This movement has instilled a sense of ownership and pride.

I believe that IDEO uses open source methodology in their product development work, although I don’t think they call it open source. They are renowned for letting customers/users be part of the product development process and routinely use rapid prototyping. Certainly their culture of creativity and innovation is a meritocracy. The Ripple Effect is a project done in partnership with the Acumen Fund and the Gates Foundation. IDEO collaborated with 22 organizations in India to develop new methods for safe transportation and storage of drinking water in India’s villages.

CHRIS: I can tell design means more to you than just a pretty logo. What is the strategic role of design in building brands today?

ALINA: Lou Danziger said it best, “Design is intelligence made visible.”  The best design is a result of strategic imagination, an ability to understand and align business goals with creative strategy and expression. While brands are about emotional connection, brand identity is any tangible expression of the brand. We can see it, hear it, watch it move. Designers play an essential role in building brands and creating unique and memorable experiences. Designers work to fuel recognition across platforms, amplify differentiation, and make big ideas accessible and understandable.

The best designers have an ability to imagine what others can’t see and to show what it looks like and what it feels like. Design is often overlooked in brand strategy meetings where rapid prototyping could benefit and accelerate the decision making process. Having designers shoulder to shoulder with researchers examining user experiences could jumpstart new solutions.

CHRIS: One trend we discuss regularly here on opensource.com is the trend toward organizations giving up some control over the direction of their brands to the communities around them. I’d love to hear your thoughts. Is this a positive thing? Dangerous? Maybe both?

ALINA: Brands exist because there are customers. Although that might sound like a blinding flash of the obvious, it’s important to remember that ultimately the customer always decides whether a brand will flourish or die.

Just like in any conversation worth having, there is a time to talk and a time to listen. Listening to the aspirations, desires, needs, and challenges of your core stakeholders is the most critical brand building competency.

I do believe that control is critical to brand success whether you are a start-up venture, a non-profit or a consumer brand.  Having values that don’t waiver. Being certain about why your organization exists. Being consistent about who you are and what you stand for. Taking the time to engage your entire organization in the vision and values. Creating places where conversations can happen. Building trust. Anticipating and fulfilling needs. Being transparent. Making certain that the brand experience is coherent and relevant.  These maxims are intentional. As more brands in the future are co-created with end-users, perhaps this notion of control will evolve to a more collaborative model.

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The third edition of Designing Brand Identity is available on Amazon now. Alina Wheeler’s new book Brand Atlas: Branding Intelligence Made Visible will be available in April, 2011 and is available for pre-sale now on Amazon.
[This post originally appeared on opensource.com]