Tag: Leadership

Managing line-of-business projects

By Jeffrey Morgan




How can you distinguish a green CIO from a seasoned one? That is simple! The newly minted CIO will agree to manage a line-of-business (LOB) project.

A colleague recently related this story to me: “When our hospital’s executive team held a meeting to announce they were pursuing a new EMR (electronic medical records) solution, the CIO immediately stood up and said, ‘We will gladly provide IT support, guidance and leadership, but this is a line-of-business project and an LOB expert should lead the project.’” That’s a savvy CIO! He will still have a job if the project sinks into the cold, dark abyss of failed enterprise initiatives.

Line-of-business projects are shoals no CIO should ever enter unless he or she is an expert in that specific business. Whether you are a hopeless ingénue or a good captain ordered to enter those dangerous waters, you’ll need a really detailed map that you may have to build yourself. That map includes a deep understanding of specific business requirements, workflow, expertise in industry best practices, regulatory compliance and much more. If you scrape your hull against just one hidden iceberg, you might end up going down with the ship.


Assessing business requirements

Do you have trusted staff members qualified to identify and analyze all the business requirements for such a project? I’m not sure what qualifies someone to perform this type of work. I learned it from 15 years of studying composition and music theory that included five years of graduate school. If you analyze and account for every note in hundreds of sonatas and symphonies, complex business processes will seem simple by comparison.

Learning a new business process is a lot like learning a new piece of music: You immerse yourself in it for days, weeks, months — whatever it takes. You examine the processes from every perspective, map out the requirements and isolate the difficulties. Switch views between the micro and the macro constantly. You should always be thinking about what the end product will ultimately look like from the beginning of the project.

I’ve seen programmers, engineers, business types, clinicians, sociologists and others do it well. I have been less than impressed with IT staff performing these tasks, but maybe I am jaded from 20 years of salvaging or condemning failed enterprise projects. Often, those projects were unsuccessful because they were approached from an IT perspective rather than from a line of business point of view. In many of those projects, end user concerns were marginalized and invalidated in favor of some nebulous IT agenda. In the finales, the end users always got their revenge.

Beware of dragons

dragon-1571287_1280There’s another reason why a CIO might volunteer to manage an LOB project — empire building. This is another characteristic that distinguishes the seasoned CIO from the guppy. Successful CIOs drive in their lane. They follow my Nana’s sage advice: “Mind your own beeswax.”

I don’t understand what drives some IT executives to get involved in “improving” business processes in another department or division, and these attentions are often unwelcome in the enterprise. Time and again, these activities are driven by the CIO’s failure to manage his or her own operations well. “Nothing to see here folks, look over there.” If you have time to worry about other people’s jobs and activities, you either don’t have enough to do or you’re doing it poorly.

Should you still have aspirations for building an empire, do some research by binge-watching a few seasons of Game of Thrones. If you have the required analytical skills, and the project turns out to be a success, you may be knighted for your excellent work. However, when things go wrong, aspiring kings and emperors are poisoned, lose their heads or end up uttering “Et tu, Brute?” as they are ushered into a premature retirement. That unassuming line of business executive you stepped on might have a few dragons at her disposal.

Empire building is bad for business and bad for everyone in the organization. It creates conflicts and resentments and it can lead to massive project failures.

The root cause of enterprise project failure

Why do enterprise and line-of-business projects so often fail? Although it has been written about for 2,500 years by everyone from Aeschylus to Tom Wolfe, the answer isn’t taught in business school. We all learned about the root cause of project failure in high school English class but most of us seem to have forgotten those important lessons. Or perhaps we have never bothered to apply metaphors learned so long ago to our careers.

At the root of it, projects fail because of hubris. The hubris I have seen over the years from CIOs, CEOs and CFOs who were overseeing failed projects has always been incredible to behold. Overconfident and underprepared, they set sail without a compass, a map or enough provisions for the journey. They left port trying to catch a whale with a crew that only knew how to catch minnows. They cast off without knowing where they were going, and they are always astonished when they end up lost at sea. The next time you are asked to manage an LOB project, don’t make the same mistakes.

This was first published on CIO.COM at


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Leadership and Antisocial Behavior in Business


by Jeffrey Morgan




When I was starting to get larger consulting projects in the mid 1990’s, I got burned, big time by my failure to understand sleazy players and hidden agendas in bureaucratic organizations. The lessons were painful. Twenty years later, I still get a little pissed off about my utter stupidity and clueless blundering back then. I thought I was a smart man-of-the-world, but I was really just a Pollyanna when it came to dealing with the smarmy, self-serving individuals one routinely encounters in large organizations. Back then, I believed that everyone’s mission was to work in the best interest of the organization. I have been sorely disabused of that notion ever since.

Behavior Empowered by Weak Management

You know who I am talking about: the pathological liars, credit takers, sycophants, narcissists, sociopaths, passive aggressives, and borderline personalities that can make your job extremely difficult. Every large organization has a whole posse of these people. If you allow it, they will make your life a living hell. Antisocials are all too often enabled and empowered by weak managers and executives.

Antisocial Behavior in Various Organizations

In small businesses, antisocial behavior tends to be exposed and eliminated quickly. In larger organizations though, antisocial personalities often grow and flourish like noxious, alien superweeds. They can topple organizations, destroy workplace morale, and chase away your best and brightest staff members. They can even end your career. You can’t spray them with Roundup, but excellent leadership can alleviate or eliminate the problem. Unfortunately, there seems to be a dearth of strong leaders who are skilled at managing these dysfunctional personalities in the workplace.

The Learning Curve

It took me about ten years to learn to identify and handle the full spectrum of personality disorders that one encounters in the business world. Maybe I am a slow learner. I rarely get completely blindsided anymore, but I am definitely still learning. Let’s take a look at some of the dysfunctional personalities and behaviors one encounters in bureaucratic organizations and then discuss a few solutions.

Grima Wormtongue

Every large organization has at least one of these people. In a meeting, he or she will remain silent or tacitly agree with the direction of an open discussion with colleagues, executives and stakeholders. As soon as the meeting is over, Grima makes a beeline to the executives and board members and begins whispering in their ears. Open discussions and symmetrical information are anathema to Grima because he has no ideas or solutions. His only approach to maintaining power or status is the personal and professional destruction of the people he perceives to be a threat. Maddening and disgusting! Strong executives shut these people down immediately by demanding that they voice their concerns in the appropriate public forum. Weak leaders allow these people to grow like a malignant cancer and spread through the organization. If you aren’t shutting this type of behavior down, Grima will eventually bring you down. Look at what happened to King Theoden!

Effective Leadership Vs. The Weapons of Cowards

Gossip and innuendo are the weapons of cowards but they can be incredibly effective. Strong leaders are never swayed by malicious insinuations and baseless accusations. Effective leaders investigate if necessary, take appropriate action and then shut the gossip down. I prefer the approach the Volturi took to false accusers in the Twilight Saga, but such tactics are generally frowned upon in the business world. In the hands of a weak leader, groundless gossip ruins careers and reputations. Don’t be a weak leader.

One excellent executive leader with whom I worked always addressed accusations and innuendo by investigating immediately. He began by pulling out his pen and notebook and getting the facts from all parties involved, remaining neutral the entire time. He never made assumptions and therefore never ended up looking the fool. When he completed his investigation, the only person whose credibility was damaged was the malicious accuser.

Hidden Agendas & Effective Leadership

One thing I have learned from 23 years of consulting work in political organizations is that everyone has a hidden agenda. I try to flush these out to the best of my ability during consulting engagements, but they are sometimes difficult to identify completely. Hidden agendas can present overwhelming obstacles to projects that involve significant process improvement and change. Too many people are heavily invested in old, inefficient methods and they hold power as a result of the dysfunction. Effective leaders expose hidden agendas and identify the real issues at hand.

Refusal to put it in writing or e-mail

Beware of those who drop by your office “for a discussion” or those who only want to discuss critical issues over the phone rather than by e-mail. Yes, many issues are better handled in a personal meeting rather than by e-mail, but it is essential to establish a paper trail for these discussions. Don’t let someone with ulterior motives hijack or misrepresent your hard work and message. If you are dealing with someone who wants to make sure there is no trail, document the discussion and e-mail back a summary of the meeting copying appropriate personnel. Stop this behavior immediately.

Getting Fired

Consultants are always one step away from being fired so I have learned to put everything in writing. I cc at least 2 people in an organization on every communication and I state this practice in my contracts. I learned this lesson the hard way, though. At one point, I was reporting to a specific person on a Board. At the time, I didn’t understand that he had a hidden agenda and my failure to communicate to multiple board members allowed him to hijack the message and bury some really egregious practices that should have been exposed to fresh air and sun. “We don’t air our dirty laundry in public” he told me. Unfortunately, that’s the only way to get your dirty laundry clean.

A friend of mine was recently dismissed from an executive position because of her failure to document sufficiently and go over people’s heads to resolve problems. She should have known better but her failure to document put her in the crosshairs. Aggressively exposing and documenting the problems would have protected her but she trusted the wrong people. If you are working for an organization whose management rewards or buries incompetence, corruption and malfeasance, you should either be looking for another job or preparing for combat. If you choose the second option, you might win or you might lose. The worse that can happen is that you’ll get fired, but at least your integrity will be intact.

Long ago, I made the mistake of assuming that everyone laid their cards on the table. That’s the way I was raised. In the public sector, all the agendas are supposed to be public anyway. Government works better in the open but too many of the players favor back room deals that never address the root cause of problems.

Secrets and Conspiracies

Two can keep a secret if one of them is dead. Never get involved in workplace conspiracies. People who conspire against others in your organization will do the same to you if the opportunity presents itself and it will damage your credibility and integrity. Credibility and Integrity are all you have.

Examine Every Statement and Supposed Fact

I once took a course from GAP, International, Breakthrough Thinking Intensive. The gist of the training was to learn to examine every statement and assumption and ask if it was really true. It was a great course, but really ended up being a business version of skills I had learned from my best professors in graduate school. Every statement and assumption must be proven before you accept it as fact. I wish all the executives and managers I have encountered in roughly 200 organizations had this skill. All too often, we believe things that have no basis in fact.

In 1982, Robin Warren and Barry Marshall postulated that Helicobacter pylori, rather than stress, was the primary cause of gastric and duodenal ulcers. They were ridiculed and nearly run out of the profession for that suggestion, but their theory has proven to be true and they were awarded a Nobel Prize for their work in 2005. Sometimes the truth takes a while to get out.

Just Tell the Truth

My approach to business problems and antisocial people is to simply tell the truth in plain language and remain steadfast. Deal with facts and never let personal considerations enter into the fray. Truth is the best defense against the antisocial personalities you will encounter in the workplace. They hate it. It’s like throwing water on the Wicked Witch, or dragging a vampire out into the sun. Antisocial scoundrels melt or burst into flames when exposed to truth. Put everything out there in the open where everyone can see it.

My father was a small business owner – bars, restaurants, and real estate. In his businesses there were never hidden agendas and everything was always out in the open. I thought the whole world worked that way and had a rude awakening as an adult. My parents raised my sisters and I to always tell the truth. There was only one exception to that which he chastised me about. When he found out that I disclosed some personal information to a military recruiter, he yelled “$%^( &$@#!  When I taught you to tell the truth, I didn’t mean for you to tell it to anyone from the federal government!” I guess I had missed that lesson.

In spite of his teaching, I found that the truth worked for me, even in the Army. I did two things in the army that one is never supposed to do. I volunteered, and I fessed up immediately if I made some sort of huge mistake. These worked to my advantage and I believe they will work to yours as well.

If you liked this, feel free to share it on LinkedIn, Facebook, or Twitter.

If you want to talk about business practices or technology in your organization, send me an e-mail at jmorgan@e-volvellc.com and let’s talk!


Copyright © Jeffrey Morgan 2016

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