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Influence Strategy 101

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Influence Strategy 101

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We live and work in a sea of strategy -- influence strategy, in particular. Whether it’s Obama, Oprah, or Ozzy Osbourne, they're all the byproduct of messages, symbols and signs that policymakers, businesspeople and celebrities promote (or hide from) to advance (or defend) their programs, reputations and brands.

But how do you know what plays they're running? How do you crack the code of spin? How do you predict their next move? From the publishers and practitioners of the first system of influence strategy, this blog offers running commentary on who's running plays and why.

Challenge

Challenge

Challenge: CH

Definition

EXHORT OTHERS TO ACTION.  The public appeal, suggestion or demand by a player.

 

What's the Ontogeny of Your Ontology?

A Cell Biologist's Killer Question

Good readers of The Elements of Influence know of my father's own influence on the making of The Standard Table of Influence Strategies.  He's Dr. Douglas E. Kelly (shown right), a noted cell biologist, researcher and medical school teacher, now retired and irretrievably consumed by a passion for kit-built airplanes, both real and radio controlled.

The good doctor dropped by the Playmaker's bat cave last week, eager to see what's new and to preview System 2.0, now in final design.  Hearing of our recent head-slapping epiphany: That the system is surely an ontology of influence (see Aug. 24, 2011 post), he pulled from his bottomless bag of vocabulary another new term and a killer question, a transparent Challenge play, of course:

"What..." he asked slowly, "is the ontogeny of your ontology?"  Fathers are never bested; I was boyishly numbed and asked him to explain.  Here's the definition.  He was asking about the evolutionary development of the system.  A kind of what-did-we-know, and when-did-we-know-it kind of query.

"Ontogeny recapitulates phylogeny!" he professored on.  Huh?!  "If you were an anthropologist looking at your system of plays, what could you determine were its evolutionary stages of development?"

In other words: What did we know, and when did we know it?  As users of strategy and influence, did humankind's mastery of plays begin with one or two or twenty-five?  Better yet, did earlier hominids have lesser mastery than Homo sapiens?  Do other mammals of presumed intellectual capacity, like dophins and chimpanzees run plays?  Or subsets thereof?  Or more than their fellow primates?

It's food for thought as we dust off and further discover the certain fossils of influence in our play-crazy culture.  Thank you Dr. Kelly for keeping us on our toes.

Posted by Alan Kelly

Recast

Recast

Recast: RC

Definition

TELL IT ON YOUR TERMS. The reinterpretation of an action, event, information, message or symbol by a player.

Larry, I think I told you, I'm a lover not a fighter

IBM's Palmisano and Oracle's Ellison Define the Fit-and-Friction Spectrum

When in their 1982 recording of The Girl is Mine Michael Jackson famously cooed to Paul McCartney, "I think I told you, I'm a lover not a fighter," he recast his physical weakness into a moral strength.  In the Playmaker's system, the King of Pop covered in one sound bite the principle we call Fit and Friction.

  • FIT:  To agree, resonate, harmonize, go with the flow
  • FRICTION:  To disagree, provoke, be dissonant, go against the grain

Lately, in the hyper-competitive IT industry, high-fit players are running their own recasts for similar reasons.  Take note of IBM CEO Sam Palmisano, who this week declared at his Think Leadership Conference, “You have to see [your]self as not only a competitor, but a broad collaborator.” It was lofty feel-good and high-fit talk, all to escape what the Big Blue chief sees as a "bone pile" of tech failures and fights, perhaps also to distance himself from the untamed and un-timid CEO Larry Ellison of archrival Oracle.  Here, to wit, was Ellison on the same day crawling through a conference call phone to put a finer point on his disgust for resellers (er, collaborators) of other companys' intellectual property:

"I don't care if our commodity X86 business goes to zero," said Ellison.  "We don't make any money selling those things. We have no interest in selling other people's IP..."

  • FIT:  Sam Palmisano, lover and practitioner of agreeable recasts and challenges
  • FRICTION:  Larry Ellison, fighter and ninja master of baits and preempts

The question of course is, which works?  Fit strategies that elevate and separate?  Or frictional plays that engage and compete?

The answer for now is arguably Friction.  It's Ellison and Oracle that today are dictating the tempo, timing and tenor of the Big IT conversation.  Not Palmisano and IBM.

The reality in free markets is that when a player has a competitive advantage, it will assert it.  And depending on so many factors and variables, the player will press its superiority onto rivals with care or caustic zeal or anything in between.

Palmisano is not without competitive advantage, but he loses head-to-head to the likes Ellison because of business models, offerings and culture.  And so, for now, he plays the lover through thoughtful and adult commentary.  Ellison, of course, sensing advantage and being more Niccolo Machiavelli than Miss Manners, plays the fighter through less mature means, but for obvious effect and control of his market's collective mind and mouth.

With the unceremonious departure of HP CEO Leo Apotheker, watch now for Ellison to run high friction plays on his other rival's new chief, former eBay CEO Meg Whitman.  You can almost hear him humming...The Girl is Mine.

 

Post by Alan Kelly

Photo credit: www.beatlesbible.com

Red Herring

Red Herring

Red Herring: RD

Definition

SEND OFF-COURSE. Action or communication that draws another player - usually a competitor - away from its preferred position or intended course of action.

Gadhafi's Tattered Playbook

Why a Strongman's Red Herring Extended the Arab Spring

Strategy is not monolithic.  It comes in many forms, most recognizably as business or operational strategy, which serves to maneuver all things tangible, from cash to cows.  Less obvious, is its other half and the subject of this blog, influence strategy, whose purpose is to give light to all things intangible, from goodwill to good publicity.

My good friend at Booz Allen Hamilton, Dr. Allan Steinhardt, asked me the other day, "What about the plays of Muammar Gadhafi?"  We were talking about information warfare and the role of influence strategy.  Good question, huge topic, I thought.  But to satisfy his query and my own curiosity, we retreated to the Playmaker's batcave for a quick decoding.  This, we can say about the disappearing act of Libya's fallen despot:

However notorious, Gadhafi is a playmaker, no doubt.  His use of influence strategy, his innate understanding of the 25 plays we so carefully coach the less gifted, is historically on par with many masters.  Think Ronald Reagan, Martin Luther King, Steve Jobs and Oprah.

To our eyes, Gadhafi's enduring alpha play has been the Red Herring, the signature stratagem of every back-peddling, chest-pounding player whose options are thinning and whose time is expiring.  He needed to buy time to send emissaries to Western capitals, secure his assets, plan his escape, and test the rebels' metal.  Why not a Jam, the killer freezing play?  Because it was not enough to simply stop his uprising citizenry.  He needed to throw them and their surrogates off the scent of liberation.  But I digress...

There are upside benefits to running Red Herrings, taken from our online tip-sheet:

  • Creates breathing space for a player -- valuable time and real estate to operate without interference.
  • Weakens a competitor by diverting its energy and/or resources into false fronts or dead ends.
  • Preserves the player's advantage by concealing its true needs or strategies.
  • A well-run Red Herring can excite a rival, causing it to quicken its pace toward the diversion and thus deepen its miscalculation.
  • De-positions your opponent as a follower -- gullible and responsive to your whims.

As Gadhafi found out, plays are nothing without content, and Red Herrings have perilously short-half lives.  Here are the downsides:

  • You may be fooling more than your enemies. Employees, partners, customers, etc., can be lured into the play too.
  • A poorly run Red Herring can mean lost time and money, sometimes lost friends.
  • If the play is exposed, it can tell a competitor much about a player's situation, tendencies, and fears.
  • A Red Herring can create the appearance of impropriety. You could be well within your rights to run it, but the new standards for marketplace transparency may say you're wrong to even try.

Despite these risks, Gadhafi ran myriad supporting or beta plays to divert his pursuers:  Peacocks in the forms of rallys, tank occupations of city squares, and of course his random Elvis-like sightings.  These were novel and newsworthy and, like any Richard Branson media stunt, they had an eye-catching and even chilling effect.  Adding to his arsenal, the dictator used Screens, hijacking again the color green to recall his own revolution, and citing so many Islamic caliphates and symbols of a sovereign Libya.  Recasts of facts and Filters of other realities were table stakes, too, in his game of playmaker poker.

So why is Muammar Gadhafi out of power and out of plays?  Perhaps, as Steinhardt speculates, because he lacked the full playbook.  Yes, he had physical assets and he wielded them well; his operational strategy worked for decades.  And, yes, he also managed his intangibles; his influence strategy confounded world powers and Libyan shopkeepers alike.  But with the rise of social media (the channel Gadhafi could hardly control), the influx of Western resources, and opponents running simple but devastating Mirrors, he had only a fraction of the deck to deal.  His plays were limited to the stratagems that would only buy time and never victory.

Tanks, in other words, are no match for tweets.  And Red Herrings are no match for Mirrors.

 

Post by Alan Kelly with analysis by John Koval.

Photo credit: CBC News

Fiat

Fiat

Fiat: FT

Definition

STATE THE FACTS.  The declaration of information or demonstration of capability to a marketplace.

 

The Playmaker Ontology

And Other 'Ologies That Bug Us

In the bowels of a secretive federal agency last week, I had the pleasure of meeting one the Fed's finest minds, a scientists most interested in all things influencial.  You'll have to waterboard me to know the name and why I was there.

"It's an ontology," the scholar said flatly, a killer Fiat played as he flipped his copy of the Playmaker table and glossary.

I'd heard the term and knew I was in the neighborhood of so many "ologies" that have been used to describe The Standard Table of Influence Strategies and the underlying content of 25 plays.  I'd have to guess he saw the panic.  Should I also nod and say something clever, like, Oh, haha...and so many times I've been told I'm doing etymohhhhology!  But then I wasn't sure if it was ETYmology (the study of words and their origins) or ENTOmology (the study of insects).  And, oh crap, what about EPISTEmology (that branch of philosophy that studies knowledge)?  The gaffe would be worse than the imperceptible pause.

Meetings like this are like intellectual chess matches, and I had just blinked.  It reminded me of when I once threw down three bucks at a NYC Washington Square blitz table, only to be beaten by a languid speed chess hustler...in 1:45 seconds.  Gad.

With humble thanks to my host, I sculked back to the Playmaker's Batcave, frosted that I'd been schooled on my own subject, and uncertain why, in the eyes of this PhD, my life's work was so-surely a so-called Ontology.  But a few quick quick sessions on google proved to me that it is, more so than anything having to do with words, insects or philosophy.

  • Here's Merriam-Webster's definition of Ontology:  def. (2) "a particular theory about the nature of being or the kinds of things that have existence."

What my formidable new friend confirms is that influence and strategy are things to be studied.  We can look at them as words as might an etymologist.  We can look at them as knowledge as might an epistemologist.  And we can look at them as classifications, as might a taxonomist.  But this link, from Stanford's Tom Gruber, tells it all:

  • "An ontology is a specification of a conceptualization."  In other words, it's like a taxonomy with meat on the bones.  It's the discovery, organization and explanation of something heretofore amorphous.  Thanks Tom.

Do influence and strategy or their associated practitioners need an ontology?  I don't know how we'll progress without it.  How we look at the world has as much to do with how we shape it -- and that's the stuff of playmakers, from entrepreneurs of Silicon Valley to politicos of DC to marketers of Madison Avenue to activists of the enduring Arab Spring.

You run plays.  Plays are run on you.  Influence and strategy are everywhere.  They are to be understood.  Precisely.  Not casually.  Not just instinctively.  And through true ontologies, their most basic components are to be known and mastered.

Post by Alan Kelly

 

Image credit: http://schadt.me

Photo credit:  A.D. Kelly

 

Red Herring

Red Herring

Red Herring: RD

Definition

SEND OFF-COURSE. Action or communication that draws another player - usually a competitor - away from its preferred position or intended course of action.

The Red Herring--A Strategy Litmus Test

Only the Best Run the Play

The Red Herring is one of the savviest of stratagems in the Playmaker's System.  Military and political strategists have discussed and employed the play for time immemorial: In The Art of War, Sun Tzu wrote, "feign disorder and crush [the enemy];" during the Second World War, a daring British pilot dropped a metallic painted soccer ball pumped full of helium over a Nazi airfield to confuse the enemy (see p. 107, The Elements of Influence); and just yesterday, Ohio Governor John Kasich redirected his political fortunes toward the Beltway, saying that he's prepared to pay a political price for the difficult decisions he's made [in Ohio] and that D.C. lawmakers could learn something [from him] by putting aside "political considerations."

But my adoration of the Red Herring goes deeper than just military and political strategy.  I admire the brains behind the play as much as the play itself.  The practitioner of influence strategy -- be it a CCO, a political operative, or a social media strategist -- who's able to successfully employ the stratagem is almost always a step ahead of the competition; he or she is dictating the rules and tempo of a marketplace on his/her own terms in the defense and promotion of all that we hold so dear in today's influence industries, such as corporate reputation, brand-building, de-positioning a competitor's product or service, or convincing someone how to vote or spend money.  So long as the strategist doesn't run afoul of the law and isn't ethically compromised, the Red Herring is one of the most important plays in the full spectrum of 25 influence strategies.

Study the Red Herring closely, and you'll see that it's the ultimate expression of gamesmanship, which is what trips up sub-par influence practitioners (e.g., marketers who neglect the competitive context of their industry, PR pros who write press releases that are contextually irrelevant, and corporate social media-types who only Tweet on what's rainbows and unicorns).

Conversely, running Red Herrings is what great marketers, PR pros, campaign strategists, public policy advocates, etc., all do so well--whether they'll admit to it or not.  They bide time, conceal plans, divert a competitor's resources, and redirect discussions onto affairs that are more easily managed.

Posted by: John Koval

Photo credit: Photobucket.com

 

Lantern

Lantern

Lantern: LN

Definition

REVEAL YOUR FLAWS VOLUNTARILY.  The deliberate and preemptive disclosure by a player of its own flaw, mistake or some source of potential embarrassment or controversy.

 

GW Students Call Plays of the Presidency 2012

Matt Nocella and Rob Shrum Talk Politics on SiriusXM

If you think presidential politics and strategy is only for shamans, think again.  Recently, at the D.C. studios of SiriusXM P.O.T.U.S., satellite radio's leading voice on politics, two students of George Washinton University's Graduate School of Political Management reminded us that in the nation's capital youth may be equal to age.

Pictured are Matt Nocella (l) and Rob Shrum (r), graduates of Playmaker Systems CEO Alan Kelly's class, Elements of Infuence, who gave Morning Briefing host Tim Farley some smart takes on the plays of Mitt Romney, Sarah Palin, Newt Gingrich and others.

Listen in here at http://tinyurl.com/3ca6fyf
 

 

Trial Balloon

Trial Balloon

Trial Balloon: TB

Definition

TEST AN IDEA. The preview and testing of preliminary ideas or tentative plans.

Nonmarket Strategy is Music to CCO Ears

A Theory to Close the CEO-CCO Gap

If you want to understand how management consultants will move their show to the CCO (Chief Communications Officer), read the Spring 2010 (vol. 51, no. 3) issue of MIT Sloan Management Review and the compelling thesis by David Bach and Bruce Allen, "What Every CEO Needs to Know About Nonmarket Strategy."

That's NON-market strategy.  A balky term for an elegant idea that puts CEOs and CCOs on the same page.

Bach's and Allen's insight for managers is that the many folks and forces who may never write you a check matter.  A lot.  The players who don't play directly in the supply and demand of goods and services are coequals in the calculus of a company's competitive advantage.  This is not news to CCOs, but it's welcome relief in a chief communicator's effort to convince a CEO that there are means and methods for managing stakeholders outside the transactional food chain.  They are the governments, associations, employees, lawmakers, regulators, media, and NGOs who preside as public judges over a company's most prized intangible assets -- reputation, brand, credibility and trust to name a few.

What Bach and Allen are essentially articulating is a post-Porter theory where strategy now moves its wares from the realm of quantifiable capital to intangible assets.  From my perspective, Nonmarket Strategy is better couched as Influence Strategy (see The Elements of Influence, Penguin 2006).  But it's confirmation that The Standard Table of Influence Strategies has broad application and that strategy is finding a new home in the management of the heretofore unmanageable.  Perhaps, most significant, it's a bridge that narrows the gap between executive and communications management.

Posted by Alan Kelly

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