Real transformation ain’t easy

So, here I am in Seattle at the American Alliance of Museums conference, and I’m not finishing my presentation. Instead, I’m getting very excited for the first couple of CODE|WORDS essays, which should launch this week! The introduction is already on Medium if you haven’t seen it. It’s been a long haul, but we’re starting, and I’m very excited to read what our friends have to say. Just talking to the authors has been enriching and good exercise for looking at things from fresh vantage points.

Getting out of the “business as usual” mindset is never easy, but vital for thinking about how museums should organize themselves to best fulfill their missions in the current century. It’s an evergreen topic that I wrote about extensively a couple of years ago in the Museum from Scratch series.  There I wondered what would a born-dgital museum look like. Who would work there and what would they do? The whole idea was to step outside the usual strategic planning model that takes the current organization as the starting point and suggests chenges to that structure. Great for incremental change, not so good for dramatic, systemic change. Two recently published reports lend their support to this idea, and are essential reading for anybody interested in museums and the future.

‘Bolt-on’ digital strategies vs digital ‘transformation’

The first is a Forrester Research report titled “the State of Digital Business 2014”. In it, the author says that a majority of CEOs favor ‘bolt-on’ digital strategies over digital ‘transformation’ and that overcoming this mindset is going to be a key factor in businesses success in the coming years. I reckon the same will hold true for museums.

The study itself is obviously a paid product, but Jessica Davies at The Drum summarizes some of the key findings of Nigel Fenwick, who polled 1,591 senior business leaders in the UK and US. Fenwick finds that the disconnects between the marketing and technology sides of businesses are wide neough that they signal a “digital strategy execution crisis” in many companies. Sound familiar, museum folks?

Some key takeaways:

A Bolt-On Digital strategy will Not Be enough In 2015 and beyond:

While marketing has been the principal driver of digital initiatives up to 2014, going forward firms must take a more comprehensive approach to digital transformation and avoid simply bolting digital onto the existing business.

CMOs Must Partner with CIOs To Transform Toward a Digital Business:

Digital business requires both digital customer experience and digital operational excellence. Without the CIO as a digital partner, chief marketing officers (CMOs) will tend to approach digital as a bolt-on approach to customer engagement.

CIOs must embrace digital as a core technology imperative:

CIOs must shift their focus toward systems that support the firm’s ability to win, serve, and retain customers. Digital technologies are central to this shift. The ability of the technology management team to embrace digital will shape the future of the CIO.

Innovation and the New York Times
The really, really big news though comes from the newspaper industry and the leak of an internal 96 page strategy report commissioned by the New York Times that frames the challenges of disruption on legacy institutions better than anything I’ve ever read. It’s a long read, but well worth it. Obviously an internal document, it lays out the kinds of turf battles, internal confusions, and working at cross-purposes that happens in any big enterprise. Really, read it!

Joshua Benton at the Nieman Lab wrote a great synopsis of the report that’s a good starting place, especially for unpacking some of the insider language that the report uses. Benton calls it “one of the key documents of this media age. It’s an astonishing look inside the cultural change still needed in the shift to digital” It’s that important.

I’m still going through with a fine tooth comb, but here are some of things that have leapt out at me.

Pg 4

That means taking more time to assess the landscape and chart the road ahead, rethink print-centric traditions, use experiments and data to inform decisions, hire and empower the right digital talent and work hand in hand with reader-focused departments on the business side.

Pg 5

It should be stated explicitly that there is no single transformational idea in this report. Transformation can be a dangerous word in our current environment because it suggests a shift from one solid state to another; it implies there is an end point. Instead, we have watched the dizzying growth of smart phones and tablets, even as we are still figuring out the web. We have watched the massive migration of readers to social media even as we were redesigning our home page.


Audience Development is the work of expanding our loyal and engaged audience. It is ahout getting more people to read more of our journalism. The work can be broken down into steps like discovery (how we package and distribute our journalism), Promotion (how we call attention to our journalism) and connection (how we create a two-way relationship with readers that deepens their loyalty)

Pg 32

A list of best practices for experimentation
• Launch efforts quickly, then iterate. We often hold back stories for publication, as we should, because they’re “not quite there yet.” Outside our journalism, though, we can adopt the “minimal viable product” model, which calls for launching something in a more basic form so that we can start getting feedback from users and improve it over time.

• Set goals and track progress. Every new project should be launched with a specific goal and metric for success. In many cases, our main goal is high-quality journalism. But readership and engagement are usually important, too; All managers should be clear on what a new initiative is aiming to accomplish. Editors in charge of experiments should track their progress in real time.

• Reward experimentation. Currently, the risk of failing greatly outweighs the reward of succeeding at The Times. We must reward people who show initiative, even when their experiments fail. Share lessons from both successes and failures.

• We need to do a better job of communicating our digital goals, and sharing what we know about best practices to achieve them. No project should be declared a success, or shuttered, without a debrief on what we’ve learned, so that we can apply those insights more broadly.

• Kill off mediocre efforts. To free up resources for new initiatives, we need to be quicker and smarter about pulling resources from efforts that aren’t working. And we must do it in a way that is transparent so that people understand the reasons behind the decision, so that they will be willing to experiment again.

• Plan for “version 2.0” and beyond. Often, the resource plan for new projects stops at launch. As we learn from readers about what is working and not working, we have to continue our efforts to refine and develop our new initiatives.

• Make it easier to launch an experiment than to block one. At many companies, people are able to test ideas on a small percentage of users with mid-level approval. Elsewhere, you must write a memo about why an experiment should not happen in order to block it. Our journalistic standards always need to be protected, but tradition alone shouldn’t be a justification for blocking experiments.

Pg 47

We need to explicitly urge reporters and editors to promote their work and we need to thank those who make the extra effort. Interest in and aptitude for social media should not be required – just as we don’t expect every reporter to be a great writer – but it should be a factor. And we need to help journalists raise their profiles on social by sharing best practices. Our journalists want maximum readership and impact but many don’t know how to use social media effectively. Content promotion needs to become more integrated into each desk’s daily workflow.

Pg 58

To become more of a digital-first newsroom, we have to look hard at our traditions and push ourselves in ways that make us uncomfortable. Too often we’ve made changes and then breathed sighs of relief, as if the challenge had been solved. But the pace of change is so fast that the solutions can quickly seem out of date, and the next challenge is just around the corner.

Reading this and looking back at the Museum from Scratch posts lead me to scribble a bunch of questions as I was reading the Times report. These are in no particular order, but I need to get them written down so they won’t get lost.

  • Why don’t we treat Internet access as a utility? Whatever the FCC says, it’s like water and electricity and needs to be as ubiquitous and as essential to the building functioning.
  • Should there be an IT dept that functions like current ones? Nobody tells you how to file your papers, why should they tell you how to file your docs? Ppl will take care of ther own devices.
  • Why don’t we treat the digital artifacts of the work (email, files, etc…) as being worthy of being collected and preserved?
  • How do we recoginze the people who we serve? In modern born-digital musuems, the engagement economy exist for both onsite and online visitors. Programs will have to encourage deeper levels of engagement and connection w the museum. Visitors will be encouraged to become closer to the museum and rewarded as they do.
  • How do we make the value statement pervade everything we do, and make sure everyone knows it?
  • How do we make audience engagement part of everybody’s job? There’s a great urban legend about an AMerican president visiting Johnson Space Center during the Moon Race and asking a janitor what he was doing. The jnaitor allegly replied “I’m helping send a man to the Moon.” That’s the kind of place we strive for.
  • How does continuous professional development occur and become a performance metric for staff?  “How have you improved?” and “What have you learned?” shouldbe questions we should be asked.
  • How do we make the ladder for staff development is clear for as many as possible?
  • How do we bake time for reflective practice into the institution?
  • How do we keep what’s important safe, and let the rest of it be somebody else’s worry? The cloud is nice, in the short-term. In the long-term, the cloud doesn’t give a shit about you or your mission. Gmail, Evernote, etc… are great…until they change, and they will, and you won’t be ready. Google is famous for relentlessly pushing new services and then killing them.

More to come! Now back to my presentation…

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