Hack

Hack: Engaging a critical friend

by Mark P. McDonald - Group Vice President at Gartner

August 30, 2011 at 11:02am

1 Ratings:

  • Overall 4.5
  • Innovative 4
  • Detail 5

Contribution Summary

Summary
Engaging senior level experience in a constructive way by creating critical friends.
Problem
How do you create an enviornment of collaborative criticism that engages the organization in constructive change?
Solution

I was at an executive steering committee last week as an observer.  The meeting reviewed the progress of individual projects and sought to resolve issues. All normal responsibilities.  However, this meeting had something unique about it, each project had a 'critical friend'.

A critical friend is a member of the committee who is assigned to work with the project team. Their job is to push the project, examine it, and make sure that things are not overlooked or miss-interpreted. At the next meeting, the project sponsor and the critical friend make reports to the committee. Each presents their findings opening the floor to a fact based and solution-focused discussion.

Characteristics of a critical friend include:

  • Experience -- a friend needs to know what they are talking about to make a valuable contribution to the team and to have credibility with other members of the steering committee.
  • Interest -- a friend is someone who is interested in you, your project and its success.
  • Skepticism -- to be critical and not take the project teams side or point of view
  • Confidence -- to be willing to say what needs to be said as sugarcoating issues or downplaying them for fear of offending the project team creates an executive sycophant rather than a helpful sponsor.
  • Openness -- to the extend that being a critical friend on an issue to a project will invite others to be a critical friend on the projects that they sponsor. Critical friends need to take advice on their projects as well as give it to others.
Practical Impact

The executive steering committee uses critical friends in two situations. At the start, when an issue was identified. Also, when the project proposes an answer or asks the committee's approval of an action or decision. In each circumstance, the committee assigned a different critical friend, an approach that helps preserve their objectivity.

At the start, the critical friend provides an alternative view of the issue, its causes and consequences. They help ensure that the project team does not overlook or undervalue the cause of the issue as well as lending their experience to the team.

The critical friend provides a similar service when the project team suggests an action or solution. In this case, the critical friend, different from the first, works with the project team in coming up with solutions based on their experience and perspective on the issue. The critical friend offers a second opinion on the proposed solution that may or may not support the project team's recommendations.

A critical friend provides an executive level check and balance across the organization and its multiple projects. It also has the effect of engaging executives directly in project issues and actions -- making the steering committee a positive part of change programs rather than a rubber stamp or modern version of the inquisition.

A critical friend also gives the leadership and projects a way to engage in a constructive manner as the critical friend now becomes part of the solution rather than just proving out the problem.

Challenges
A critical friend represents a hack of the traditional steering committee approach that focused on burearcratic oversight that does not lend itself well to the type of deep dive required to provide helpful and insightful advice.  
 
Having people accept that the critcial friend plays a larger role than the committee is the first challenge.  Once people accept the idea that critical friends create deeper invovlement, then the issues become more mechanical.
 
Finding people who want to be critical friends can be a challenge as it takes time to go deep and work with project teams to create meaningful review and input.  It also takes a certain degree of expertise related to the issues at hand.
 
Project teams, which normally seek to obscure their weaknesses need to be open to recieving constructive input, expoerence and advice from the critical friend.
 
The steering or oversight committee has to accept the critical friend's findings, recommendations and suggestions in place of their normal status reports, reviews etc. 
First Steps
The first step is to incorporate critical friends into the way the steering committee works.  When an issue comes up that requires an investigation, a major decision, or a new plan of action, then assign a critical friend to the team tasked with that work.
 
The critical friend then provides a breif, one or two paragraph, assessment of the work done by the project team and it accompanies the project team's findings, decision, recommendations or plan.
Tags
Governance, Oversight, Sponsorship
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Comments

Mark P Mcdonald

Loretta, thanks for your comments.

Loretta Brown

Hi Mark
The critical friend concept is great. I like the guidance you offer in this Hack about beginning to embed the practice more into formal organizational routines. I hope one day this concept will become standard practice for important work. Brief training for the executive and the critical friend will really enhance the outcomes.
Thanks
Loretta