The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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How to Align Intelligence
Program Performance with
Professional and Career
Development
A Complimentary Webinar from Aurora WDC
12:00 Noon Eastern /// 5 March 2014
~ featuring ~
Terry Thiele Nat Brooks Michel Bernaiche
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Terry Thiele
Terry Thiele has been with The Lubrizol Corporation for 13 years, during which time his principal
responsibilities have included strategic planning support and regulatory compliance and advocacy,
with an emphasis on environmental matters. Before joining Lubrizol, Terry performed environmental
policy and government relations functions for AB Electrolux and the General Electric Company. Prior
to that he spent the first 11 years of his career working in the Federal government with service in the
Treasury Department, the Central Intelligence Agency, The Defense Intelligence Agency and the
Executive Office of the President. He received his B.A. magna cum laude from Princeton University in
1976, his J.D. from the NYU School of Law in 1979 and graduated from the National War College in
1987. Terry served for over 10 years in the U.S. Army Reserve, Judge Advocate General Corps,
honorably discharged with the rank of captain.
The Intelligence Collaborative is the online learning and networking
community powered by Aurora WDC, our clients, partners and other friends
and dedicated to exploring how to apply intelligence methods to solve real-
world business problems.
Apply for a free 30-day trial membership at http://IntelCollab.com or learn
more about Aurora at http://AuroraWDC.com – see you next time!
Nat Brooks
Principal of Strategy Shapers LLC, Nat Brooks brings 25 years of Fortune 500 management experience
to the work of helping clients create world class market and competitive intelligence, and winning
business strategies.
From 2005 to 2012 Nat built Procter & Gamble’s Competitive Intelligence organization, which today is
an 850 member global community of practice responsible for competitive analysis, early warning,
tech. intelligence and strategic analysis. A recognized leader in competitive strategy in the consumer
packaged goods industry, Nat was a member of P&G’s prestigious CFO Circle. Nat has also mentored
competitive and market intelligence leaders at firms such as Newell Rubbermaid, Cintas, Brown-
Forman and Pella Window.
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
http://go.aurorawdc.com/austin
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
α Use the Questions pane on your
GoToWebinar control panel and all questions
will be answered in the second half of the
hour.
α You are welcome to tweet any comments on
Twitter where we are monitoring the
hashtag #IntelCollab or eavesdrop via
http://tweetchat.com/room/IntelCollab
α Slides will be available after the webinar for
embedding and sharing via
http://slideshare.net/IntelCollab
α To view the recording and download the PPT
file, please register for a trial membership at
http://IntelCollab.com.
Questions, Commentary & Content
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Discussion Flow
► Matching Your Intelligence Program to the Needs of
Your Business
► The Challenge of Developing Demand
► Some Road Weary Tips…
► Why Austin, Why Now
► Summary, Q&A and Discussion
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Great Intelligence teams analyze their own
organizations … a lot!
How well do you know
your own company?
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Slywotzky, Adrian J. (1996), Value Migration: How to Think Several Moves Ahead of the Competition, Boston, Mass:
Harvard Business School Press, ISBN 0-87584-632-7.
Where’s your business in the value migration cycle?
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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Where’s your business culturally?
• Agency Model (Strategic Planning ingrained and analysis
demand intact) … sounds like great place but could be sign
of fat and tired operation
• Alligator Fighting (never-ending crisis management) …
Business too consumed with beating off alligators to think
about draining swamp … intelligence might have to go
tactical to get strategic
• Official Future (“Here’s the cross, build a Church under it”)
… Owner / CEO has clear vision of future (e.g., Steve Jobs)
which can be great … and very risky … needs skeptic and
opportunity shopper
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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What’s your business’ cycle time?
• Days (Highly sensitive to immediate competitor actions) …
quick market rollover requires extreme focus on day-to-day
competitive intelligence
• Months (never-ending crisis management) … needs both
tactical near-term and strategic long-term planning
support; difficult to balance
• Years (Highly dependent on getting long term trends right)
… multi-year product development lead times require
strategic commitments well in advance of business benefit
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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So what’s your business’ intelligence profile?
“27
Flavors”
Agency
culture
Alligator
Fighting
culture
Official
Future
culture
High
Growth D M Y D M Y D M Y
Slow
Growth D M Y D M Y D M Y
Static
Growth D M Y D M Y D M Y
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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EXPAND existing
lines of business
and GROW new
lines of business
EXTEND and PRESERVE
cash flows from existing
lines of business against
the forces of
commoditization and
“external” innovation
PROTECT existing lines of business
from encroachment by rivals,
customers and suppliers
You want “Built to Fit” Intelligence
Management’s Job
Key to
developing
and sustaining
demand
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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How to Make Intelligence Influential
Is this you?Top-of-Mind for Senior Management…
o I need to make this quarter’s numbers
o I need to train 100 new sales people
o I need to speak to 3 CEO’s tomorrow
o I need to consider M&A and how it will
impact sales
o I need to report to the board on the
performance of why we win & lose
Hat tip to Ed Alison, CI Director at Polycomm…
DON’T BE THIS GUY!
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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How to make Intelligence Influential…
 DO INTELLIGENCE THAT ENABLES THE DECISIONS YOUR
EXECUTIVES HAVE TO MAKE! … Even if it is work you don’t
want to do!
 DON’T WAIT TO DO THE SHOW … Do NOT wait to shine at the
big presentation. Good managers know more and think faster
than Power Point. Instead, turn your insights /
recommendations into an Elevator Speech RIGHT NOW!
 PREPARE FOR PUSHBACK … EVEN HUMILIATION … AND GET
RIGHT BACK ON THE HORSE!
 RELATE ALL RISKS & OPPORTUNITIES TO MANAGEMENT’S
GOALS … Put it in their terms, not yours!
HOW NOT TO BE THIS GUY!
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
How to Make Intelligence Influential
Is this you?Top-of-Mind for Middle Management…
o What time is my next meeting?
o What is on my dayplanner?
o How do I fix today’s problem with
Customer X?
o How do I get manager Y to be more
productive?
DON’T BE THIS GUY!
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
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 STRATEGIC OR TACTICAL … What does the business need?
GET ON THE FIELD!
 WINNING ORGANIZATIONS … are more likely to keep paying
for intelligence!
You have to win battles if you want
to choose future battlefields!
HOW NOT TO BE THIS GUY!
How to Make Intelligence Influential
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
Who loses in next restructuring?
Copyright © 2013 Strategy Shapers LLC
CEO
COO
EVP
Mkt
Ops
Sales
EVP
Mkt
Ops
Sales
EVP
Mkt
Ops
Sales
SVP SVP
VP VP VP VP
DIR Stuff
CI Guy
BIG STAFF
Primary
objective (or
lament) of CI
Literature to
resolve “impact”
problem
Base expectation
of CI Literature:
Have a
“Professional” CI
department
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
Getting it right by degree
Required?
Optional?
A Task? A Function?
Sweet
Spot
Kill ZoneResult
Free
Pure
Luck
Because it’s about Winning…
 Match organization and products to
culture and business condition
 Needs to be “little p” professional
 Focus on decisions not processes
 Attach the work to the living part of the
organism
 Seek passionate “entrepreneurs” to do
intelligence
Copyright © 2013 Strategy Shapers LLC
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
http://go.aurorawdc.com/austin
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
Why Austin, Why Now?
Intelligence
Organization
Design
Intelligence
Organization
Development
Intelligence
Tradecraft
 Political Landscape
Changes impact on
Organizations
 Adapting CI to a
VUCA World
 Creating Information
and Intelligence
Cultures
 Influencing Senior
Management
 Coaching Senior
Management
 Getting Senior
Management to fund
intelligence
 Recruiting right skills
and personalities
 How to collect /
analyze intelligence
on regulators and
government actors
 How to evaluate long
term industry trends
 How to drive market
decisions with
intelligence
 War gaming to win
An Agenda Designed to Help YOU Succeed!
The Intelligence Collaborative
http://IntelCollab.com #IntelCollab
Powered by
Thank you!
Now how about a little Q&A?
Email: Terry.Thiele@lubrizol.com
Email: NatBrooks@strategyshapers.com
The Intelligence Collaborative is the online learning and networking
community powered by Aurora WDC, our clients, partners and other friends
and dedicated to exploring how to apply intelligence methods to solve real-
world business problems.
Apply for a free 30-day trial membership at http://IntelCollab.com or learn
more about Aurora at http://AuroraWDC.com – see you next time!
Terry Thiele
Nat Brooks

IntelCollab_March-14_wTerryThiele

  • 1.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by How to Align Intelligence Program Performance with Professional and Career Development A Complimentary Webinar from Aurora WDC 12:00 Noon Eastern /// 5 March 2014 ~ featuring ~ Terry Thiele Nat Brooks Michel Bernaiche
  • 2.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Terry Thiele Terry Thiele has been with The Lubrizol Corporation for 13 years, during which time his principal responsibilities have included strategic planning support and regulatory compliance and advocacy, with an emphasis on environmental matters. Before joining Lubrizol, Terry performed environmental policy and government relations functions for AB Electrolux and the General Electric Company. Prior to that he spent the first 11 years of his career working in the Federal government with service in the Treasury Department, the Central Intelligence Agency, The Defense Intelligence Agency and the Executive Office of the President. He received his B.A. magna cum laude from Princeton University in 1976, his J.D. from the NYU School of Law in 1979 and graduated from the National War College in 1987. Terry served for over 10 years in the U.S. Army Reserve, Judge Advocate General Corps, honorably discharged with the rank of captain. The Intelligence Collaborative is the online learning and networking community powered by Aurora WDC, our clients, partners and other friends and dedicated to exploring how to apply intelligence methods to solve real- world business problems. Apply for a free 30-day trial membership at http://IntelCollab.com or learn more about Aurora at http://AuroraWDC.com – see you next time! Nat Brooks Principal of Strategy Shapers LLC, Nat Brooks brings 25 years of Fortune 500 management experience to the work of helping clients create world class market and competitive intelligence, and winning business strategies. From 2005 to 2012 Nat built Procter & Gamble’s Competitive Intelligence organization, which today is an 850 member global community of practice responsible for competitive analysis, early warning, tech. intelligence and strategic analysis. A recognized leader in competitive strategy in the consumer packaged goods industry, Nat was a member of P&G’s prestigious CFO Circle. Nat has also mentored competitive and market intelligence leaders at firms such as Newell Rubbermaid, Cintas, Brown- Forman and Pella Window.
  • 3.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by http://go.aurorawdc.com/austin
  • 4.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by α Use the Questions pane on your GoToWebinar control panel and all questions will be answered in the second half of the hour. α You are welcome to tweet any comments on Twitter where we are monitoring the hashtag #IntelCollab or eavesdrop via http://tweetchat.com/room/IntelCollab α Slides will be available after the webinar for embedding and sharing via http://slideshare.net/IntelCollab α To view the recording and download the PPT file, please register for a trial membership at http://IntelCollab.com. Questions, Commentary & Content
  • 5.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Discussion Flow ► Matching Your Intelligence Program to the Needs of Your Business ► The Challenge of Developing Demand ► Some Road Weary Tips… ► Why Austin, Why Now ► Summary, Q&A and Discussion
  • 6.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Great Intelligence teams analyze their own organizations … a lot! How well do you know your own company?
  • 7.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Slywotzky, Adrian J. (1996), Value Migration: How to Think Several Moves Ahead of the Competition, Boston, Mass: Harvard Business School Press, ISBN 0-87584-632-7. Where’s your business in the value migration cycle?
  • 8.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Where’s your business culturally? • Agency Model (Strategic Planning ingrained and analysis demand intact) … sounds like great place but could be sign of fat and tired operation • Alligator Fighting (never-ending crisis management) … Business too consumed with beating off alligators to think about draining swamp … intelligence might have to go tactical to get strategic • Official Future (“Here’s the cross, build a Church under it”) … Owner / CEO has clear vision of future (e.g., Steve Jobs) which can be great … and very risky … needs skeptic and opportunity shopper
  • 9.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by What’s your business’ cycle time? • Days (Highly sensitive to immediate competitor actions) … quick market rollover requires extreme focus on day-to-day competitive intelligence • Months (never-ending crisis management) … needs both tactical near-term and strategic long-term planning support; difficult to balance • Years (Highly dependent on getting long term trends right) … multi-year product development lead times require strategic commitments well in advance of business benefit
  • 10.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by So what’s your business’ intelligence profile? “27 Flavors” Agency culture Alligator Fighting culture Official Future culture High Growth D M Y D M Y D M Y Slow Growth D M Y D M Y D M Y Static Growth D M Y D M Y D M Y
  • 11.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by EXPAND existing lines of business and GROW new lines of business EXTEND and PRESERVE cash flows from existing lines of business against the forces of commoditization and “external” innovation PROTECT existing lines of business from encroachment by rivals, customers and suppliers You want “Built to Fit” Intelligence Management’s Job Key to developing and sustaining demand
  • 12.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by How to Make Intelligence Influential Is this you?Top-of-Mind for Senior Management… o I need to make this quarter’s numbers o I need to train 100 new sales people o I need to speak to 3 CEO’s tomorrow o I need to consider M&A and how it will impact sales o I need to report to the board on the performance of why we win & lose Hat tip to Ed Alison, CI Director at Polycomm… DON’T BE THIS GUY!
  • 13.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by How to make Intelligence Influential…  DO INTELLIGENCE THAT ENABLES THE DECISIONS YOUR EXECUTIVES HAVE TO MAKE! … Even if it is work you don’t want to do!  DON’T WAIT TO DO THE SHOW … Do NOT wait to shine at the big presentation. Good managers know more and think faster than Power Point. Instead, turn your insights / recommendations into an Elevator Speech RIGHT NOW!  PREPARE FOR PUSHBACK … EVEN HUMILIATION … AND GET RIGHT BACK ON THE HORSE!  RELATE ALL RISKS & OPPORTUNITIES TO MANAGEMENT’S GOALS … Put it in their terms, not yours! HOW NOT TO BE THIS GUY!
  • 14.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by How to Make Intelligence Influential Is this you?Top-of-Mind for Middle Management… o What time is my next meeting? o What is on my dayplanner? o How do I fix today’s problem with Customer X? o How do I get manager Y to be more productive? DON’T BE THIS GUY!
  • 15.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by  STRATEGIC OR TACTICAL … What does the business need? GET ON THE FIELD!  WINNING ORGANIZATIONS … are more likely to keep paying for intelligence! You have to win battles if you want to choose future battlefields! HOW NOT TO BE THIS GUY! How to Make Intelligence Influential
  • 16.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Who loses in next restructuring? Copyright © 2013 Strategy Shapers LLC CEO COO EVP Mkt Ops Sales EVP Mkt Ops Sales EVP Mkt Ops Sales SVP SVP VP VP VP VP DIR Stuff CI Guy BIG STAFF Primary objective (or lament) of CI Literature to resolve “impact” problem Base expectation of CI Literature: Have a “Professional” CI department
  • 17.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Getting it right by degree Required? Optional? A Task? A Function? Sweet Spot Kill ZoneResult Free Pure Luck Because it’s about Winning…  Match organization and products to culture and business condition  Needs to be “little p” professional  Focus on decisions not processes  Attach the work to the living part of the organism  Seek passionate “entrepreneurs” to do intelligence Copyright © 2013 Strategy Shapers LLC
  • 18.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by http://go.aurorawdc.com/austin
  • 19.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Why Austin, Why Now? Intelligence Organization Design Intelligence Organization Development Intelligence Tradecraft  Political Landscape Changes impact on Organizations  Adapting CI to a VUCA World  Creating Information and Intelligence Cultures  Influencing Senior Management  Coaching Senior Management  Getting Senior Management to fund intelligence  Recruiting right skills and personalities  How to collect / analyze intelligence on regulators and government actors  How to evaluate long term industry trends  How to drive market decisions with intelligence  War gaming to win An Agenda Designed to Help YOU Succeed!
  • 20.
    The Intelligence Collaborative http://IntelCollab.com#IntelCollab Powered by Thank you! Now how about a little Q&A? Email: Terry.Thiele@lubrizol.com Email: NatBrooks@strategyshapers.com The Intelligence Collaborative is the online learning and networking community powered by Aurora WDC, our clients, partners and other friends and dedicated to exploring how to apply intelligence methods to solve real- world business problems. Apply for a free 30-day trial membership at http://IntelCollab.com or learn more about Aurora at http://AuroraWDC.com – see you next time! Terry Thiele Nat Brooks