April 7, 2026

A Quantum Leap in OD

A Quantum Leap in OD
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Learn a revolutionary approach to organizational assessment that pinpoints key actions to leap past your competitors. My discussion with Dr Jackson on his revolutionary approach to organization improvement is a must see. We’ll have plenty of groundbreaking insights and actions from Dr Jackson a leading expert in the field.

NEXT! is broadcast live Tuesdays at 9AM ET and Music on W4CY Radio (www.w4cy.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). NEXT! is viewed on Talk 4 TV (www.talk4tv.com).

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W FOURCY Radio.

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Well, hello everybody, thanks for joining again this week. We

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are very excited to have a great show today. I

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have a wonderful guest, doctor Terry Jackson, and he actually

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I have to pull up his bio, but he has

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done some phenomenal work in the area of organizational development

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and organizational transformation. He has created a new way to

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diagnose organizations, which I think is incredibly important. Part of

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being a great organizational development person or human resource person

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I just spoke to a group at UNCW last night

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is to have data and to have information. Accurate data

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and accurate information, not just focus groups, thoughts and perspectives,

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but real diagnosis of what's going on and what's hidden

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in an organization, And I think Terry brings that to

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the table in a way that, frankly, I haven't seen before.

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Terry and I have known each other for a long time,

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and I'm delighted to have you doctor Jackson in the show.

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So tell me what made you think about this, discovering

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the hidden consensus within an organization?

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Render? Good morning, Thank you. That is a great question.

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You know, with my experience in organizational development, all of

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this was started inspired.

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By talking with my daughter, and she was a chemistry major.

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Oh, we're sitting looking at the periodic table, and she

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asked a question, does this concept also apply to business?

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And I thought about it, and I said, well, elements

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in the periodic table and react to each other. So

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yes they do. And so I begin to wonder, how

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could we create periodic table that was related to organization

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versus chemistry.

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Oh I love that. I love that. So how did

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so how did you go about sort of crafting this

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whole thing for yourself?

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Well, you know, that's a good question.

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I sat down and I did the old traditional thing

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as I started putting pen to paper and just gotting

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down my technology.

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But it still works.

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It still works.

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I started putting pen to paper around what my ideas

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were of what it would look like, how many elements

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would be, and you know, I was just looking to

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add aitude for a consultancy. And as I began to

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write down ideas and I shared some of those ideas

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with friends who were in the technology space, they say, hey, man,

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you have something and I can I can help you

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build it. And so I begin to deal with words

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and phrases that we use on a day to day

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basis in the in the corporate setting, you know, like

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vision and purpose and stakeholder accountability, responsibility, uh, you know, inclusion, uh,

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operational efficiency, productivity. And as I dealt with those, I said,

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you know what those are terms that could be a

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part of periodic table for business. And so ultimately I

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came up with sixty of these terms wow, and created

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also what we call the sixth intelligence. And those six

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intelligences are around cultural intelligence, emotional intelligence, transformational intelligence of course,

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and the other three They fit into a framework that

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is very similar to nature and how nature works. Because

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we know that every organization is a living BEV organism

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and because they're not static and people interact all the

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time together.

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How can we make this work?

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And that's so that's how it all came about, just

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tossing around those ideas and finally putting it to paper,

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having a friend build it, and so far, so good.

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Yeah. Well, you know, when we were talking the other day,

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I didn't realize that you focused then on technology too

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in your PhD. And I was like, oh, so that

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makes incredible sense, incredible sense. So I saw an analysis

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you did of a local business here in Southport actually,

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and it was very insightful, very incredible. Where have you

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used this and how is it driven change for an organization?

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You don't have to give the company names unless you

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want to out.

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Of Well, you know there's a healthcare system that I've

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used it, right, and so when I ran the scenario

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for you, the system that I did have are using

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it with a currently is a smaller system. But we

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went in because they were set on having transformation become

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a part of the DNA of their organization. And so

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what we did was we we have three assessments that

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we use that helps us triangulate not only what people

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are saying, but underneath the surface of what people are believing.

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Organization.

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Yes, I'm sure you've experienced as I have. We're in

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an organization. We decide that we're going to be structure,

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go through a transformation, and everybody seems excited outwardly to

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say we need it, yes, yes, yes, And what happens

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is what they truly believe is can't go through transformation.

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We're going to lose our jobs.

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Yes, absolutely.

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And so by understanding that hidden consensus, we can begin

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to understand what they believe so that we can craft

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solutions around helping them overcome their challenges with the belief system,

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which we know the belief system is really the culture

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of the organization, right, and so now we're talking about

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making the culture but organization better while we're going through

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this transformative process.

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From caterpillar the butterfly.

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Yeah, oh, I love that this question. Caterpillar to a

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beautiful butterfly. That's so great. Well, you know, that's an

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amazing thing because you know, you and I have worked

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on mergers and acquisitions and we've gone through a lot

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of transformation projects in major companies, and getting to the

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bottom of what people really believe and what they're really

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worried about is key because people won't change if they're

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still fearful of what's going to happen to them. And

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most employers don't want to be upfront and outfront about

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some of that stuff because they're afraid too. So how

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do you address that, terry?

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You know, as I was telling someone yesterday, that has

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to be addressed up front, because that is a reality.

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I remember working with an organization several years ago and

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the CEO telling the organization that they were getting ready

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to partner with this other organization.

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Well, the reality of it all is it wasn't a partnership.

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Never is.

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Someone is being acquired, that's exactly right.

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And so they were being acquired, but the language in

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the organization was partnership. And so I finally told him

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one day, I said, when are you going to tell

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them that this is not a partnership. They are thinking

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that they're going to be equal to those in the

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same positions that the organization, but in fact, what may

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happen is some of these positions that they have here

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this organization don't exist any.

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Longer and they're redundant.

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Yes, absolutely, And there was there was fear of telling

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the people that it was going to be a they

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were being acquired. He continued with the language of partnership,

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and it didn't do well for the morale of the

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organization being acquired because when they realized it, they said, well,

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he didn't tell us the truth. So the truth in

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organizations with transformation and issue is could be told up front.

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Here are the possibilities of what's going to happen as

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we move along this line of transformation.

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Yeah, yeah, that's very very powerful. And do you share

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the diagnosis that you do with the full organization or

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how do you share it back?

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Yeah?

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So what we do is we go in and we

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do this. We do three assessments that gives us great

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insight into culture, great insight into what they believe as

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an organization, insight into what the actual individual executives believe.

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When we get that insight, we go back and we

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do a debrief and we show them how they what

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they believe as individuals and what they believe.

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As a team, and then factistating.

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Yes, and then what it takes in order to work

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on those beliefs so that the transformational process can be

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for successful. What our system also does in a real

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time basis is as we go through that analysis, we

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benchmark how they are against those within their industry. And

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so they'll see on a rip, yes, they see a

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real time benchmarking and then based upon the challenges that

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they face, it makes recommendation in real time because it

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is AI and it is predictive analytics at the same time.

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And so with that we can go through and we

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can make predictions not only about their success, but we

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can show them predictions if they are not willing to

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go through the transformation, how it negatively cascades throughout the

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organization and the impact that it'll have by not taking

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the recommendation.

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That's very powerful, Terry, very very powerful. So do you

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find that the executives necessarily see things more rosy than

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the rest of the organization and how do you get alignment?

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Bit So, what do you see when you when you

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work with the executives? Are they in the same psychological

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mindset as the other the rest of the team in

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the organization.

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I think it's a it's a simple answer, and the

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simple answer is no, right, they're normally there. There normally

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is a perception gap, and that perception gap is when

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you ask the executive team, you know, how is the organization,

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they give you a rose colored reality that their views

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that they're living through because they're thinking vision, how do

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I move this organization to the next level of performance?

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How do we gain more market here?

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So I'm looking to the future and I'm looking at

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it from a rose colored pair of glasses, and that's okay.

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But when I go to those on the front lines

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who are doing the actual work, the perception is different.

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So we have an assessment. It actually measures that. That's

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how we get to the belief que methodology measures the

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perception system and the subjectivity of human beings. And so

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once we get the two from the front line as

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well as from the executives, we do a debriefing that

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includes both to show them where they are from an

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executive perspective as well as from a frontline perspective.

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Interesting, and are people ever in denial about that on

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the executive level or.

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You know what they normally say?

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They make comments like wow, we really didn't understand what

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was going on at other levels of the organization. We

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were so focused on where we are here, we lost

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touch with the everyday employee and what their tasks are

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and how those tasks move the organization along. And so

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often without having some pool or tool to help them

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stay in touch with the every day employees. It's easy

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to have a different perception because of the space that

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they're walking through as an executive, and so what we

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try to do through real time data is always they

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have Actually we create these dashboards that they can see

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on a daily basis, real time, and then we suggest

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that they take the assessments on a quarterly basis, so

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everybody is always updated as to if their perception gaps,

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or if you've implemented where the improvements have happened, or

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maybe where you've stall.

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Right, Yeah, that's fascinating. What a great sort of reiterative

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tool for senior leaders and for employees too. I mean,

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where have you have you seen? I'm sure you have,

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but I know this is a new tool in many ways,

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but have you seen big different differences where alignment does

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come into play?

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Yes, And I'm glad that you mentioned that, because part

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of what the tool does automatically is it goes in

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searching for the alignment between those at different levels of

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organization as well as those in different departments of the organization,

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and as that alignment happens, we look at the alignment

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and say, okay, here's what the people are saying. Now

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let's look below to get back to the hidden consensus. Yeah,

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because that hidden consensus, now added to the alignment, builds

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a strong It gives you a strong picture of where

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you are and helps you develop a vision of where

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you want to go. But where you're going on the

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new journey what we call the transformation journey from Caterpillar

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to Butterfly, it's driven by real time data that you

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can see versus having to guess where we actually are.

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We're going to show you where you are step by step.

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So do you find that's absolutely brilliant, absolutely brilliant. And

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do you find that there is hidden consensus in the

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organization that just hasn't been surfaced, but that people have

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a greater sort of view and understanding and belief about

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what's going on in a company then is recognized.

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Yes, yes, there we have found that there's always a

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hidden consensus that is that is okay, you know, we

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we think we are we're saying we are a great

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organization and here are the things that we are doing.

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But then there are people who are saying we are

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not great, but we are afraid to say, you know,

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and then you have the you have the silos. You know,

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it really comes down to being in an environment where

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people are fearful of saying what's on their mind for

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fear of retribution of what may happen because they didn't

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go along with the team. Right, But oftentimes we don't

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need the always go along with the team. We need

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that divergence because that brings in the quality of thought

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to create better solutions.

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Do you find that the senior executives always listen to that?

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Oh, I like these questions. Executives are not gonna like

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what I have to say. You know, they're human, right, right,

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So exactly, there are some who will listen and listen

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for listen's sake without doing anything about it. There are

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some who will listen and say, you know what, that

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has a lot of value to what is to what

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they're saying. There's a lot of value to that that

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we need to experiment or explore a little bit with

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what they say just to find out for ourselves. So

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those are those who are curious. But then there are

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those who say, well, hey, you know, we're moving right along,

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we're doing well, so this point in time, that's not applicable,

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and what ends up happening is later down the line,

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what they listened to and didn't act on.

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Comes back around to bite them.

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Yes, to bite them, to have a negative impact on

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the organization. So we have to learn as humans executives

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that we have to be able to listen and consider

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what is being said, because that is someone's perception of

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the reality in which they're working within that workplace, and

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that's value how they are perceived and what they're seeing,

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because unfortunately, for many our perceptions are reality.

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But that doesn't necessarily mean that it's true.

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Well, that's true, that's very very true. And one of

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the things that you know that I've learned through my

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career is that perceptions do drive reality, whether you like

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it or not. And it takes minutes seconds for someone

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to have a perception of you, and once they have

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a perception, it takes forever to change that. It's not

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an overnight thing. If people have decided you're not a

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good leader, to change that or whatever whatever they've decided

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to change that perspective could take forever or never, and

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then it becomes a cultural norm, which is very difficult.

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As you and I both know, changing organizational culture is critical,

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if not almost impossible.

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Yes, And that's because it happens at the surface. So

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we take these assessments to say, Okay, we're aligned and

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we're not misaligned. Okay, So the question is what what

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is it that's causing the misalignment and why? Right, that's

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in the belief system that very few assessments actually measure.

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And I'll be real honest with you.

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I stumbled upon this methodology because as I wrote my dissertation,

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I came across Q methodology, which is an academic research

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methodology that measures human subjectivity and perception. And wow, as

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I was and it was created in nineteen thirty five

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by William Stevenson who was a psychologist and physicist. So

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as I was looking for research methodology that was mixed

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method that's what Q provided me quantitative and qualitative.

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Right.

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As I said, around developing this, that's that I wonder

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if I were to use methodology in this operating system,

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how would it how would it work, how would it interact?

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And it was the exact that was needed because every

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organization is made up of human beings. Everyone has their

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own perception. We need be able to measure that to

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understand belief systems. How those belief systems play a role

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in the workplace, and so that allows us to go

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below the surface.

316
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Yeah, that's that's that's really great. So what happens when

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the senior executives get this big aha? What do they

318
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you know, how did they react to that because a

319
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lot of them take it personally since they're leading the organization.

320
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Yeah, they do take it personally.

321
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But what I always say to them is what we

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are showing you is for the greater good of the organization,

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and so what are you willing to sacrifice for the

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greater good? And once we have that conversation around sacrificing

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what is in the greater good of the organization and

326
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it's actually going to help his performance because the organization.

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Is going to perform better.

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We sit and we negotiate what the engagement is going

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to look like. We find out where where, we show

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them where the key areas are are the most important

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areas that they need to address imediately, and we go

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in and we use vertical AI agents to read in

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a read only fashion to begin to examine the data

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within their system to help them with the recommendations to

335
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move the organizational performance.

336
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Well, that's fascinating so using the AI I mean not

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because you can get data so much more quickly. Now

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I've been using it myself. So so how do you

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how do you actually do that? Go in and get

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the all the A I mean do they give you

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the data or do you go in and how do

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you do that?

343
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Well?

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These these these uh we build a vertical AI agent. Yeah,

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we get with their systems people and so we they

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give us access to their system via I vertical agents

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and say, for instance, there's a challenge in finance. We're

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building agent specifically around finance. What those challenges are. We

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connect to their system and we begin to read the data.

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As we read the data, we're looking for patterns. We're

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always looking for patterns of data, and we're always looking

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for cost efficient. The system is built that way. So

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as we're looking for the for the data around what's

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happening in the finance department, what types of decisions are

355
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being made, Which decisions were good decisions, which decisions were

356
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not so good decisions. If you look at internal rate

357
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of return, because every organization has an internal rate of return,

358
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if you invest x amount of dollars, how much do

359
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you want to get back? So we take a look

360
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at all of that data, and we show them the

361
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patterns in that data, what was good, what was not

362
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so good. So of course you want to go along

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the lines of what was good, kind of minimize or

364
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eliminate what wasn't good because it helps that performance in

365
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that department very good.

366
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Well, that's a lot of data to come through, and

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if you can get AI to do that vertically, that's

368
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you know. I mean, you and I both PhDs. We've

369
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been data crunching all our professional lives, frankly, and that's

370
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a how did you develop that? How did you get

371
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AI to be able to do that?

372
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It's interesting because I was traveling one Saturday. I decided

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to call a friend and then I called friend and

374
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I told him what I was putting together, and he said, man,

375
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that sounds very interesting. He says, have you ever considered

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vertical AI agent? And at the time, I really didn't

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know what they were.

378
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I didn't know what I don't know, I don't know

379
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what that is. What is it?

380
00:23:16.640 --> 00:23:18.000
So it is?

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00:23:18.119 --> 00:23:21.839
It is a connector. It allows us to connect to

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other systems in a secured fashion, to read the other

383
00:23:27.880 --> 00:23:32.079
system read only, no manipulation of data to read only

384
00:23:32.240 --> 00:23:35.200
the data within their system, and so he was talking

385
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to me about it. I really didn't know what it was.

386
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So when I finished UH traveling and I got off,

387
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I looked it up and I said, oh, this makes sense.

388
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And then he said I can build those. So that

389
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was a Saturday. Following Tuesday, we had a conversation. He said,

390
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the whole system carry I can build Wow, okay, and

391
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AI agents. And then it's evolved so much since then.

392
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We have the AI agents that we utilize. We have

393
00:24:02.160 --> 00:24:06.119
we've created the organizational genome, which are familiar with the

394
00:24:06.200 --> 00:24:10.359
human genome of how scientists broke down the human body

395
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genetically to see how it works and how to best

396
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heal it. We use the same thing around organizational genome

397
00:24:18.920 --> 00:24:22.839
leadership genome. We can break down genetically, if you will,

398
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the organization of what's working, what's not working, who works

399
00:24:27.039 --> 00:24:31.400
best together, who doesn't work best together, and it predicts,

400
00:24:31.440 --> 00:24:35.039
you know, again the silos that could potentially happen, how

401
00:24:35.039 --> 00:24:38.319
to eliminate them. And then from a leadership genome, we

402
00:24:38.359 --> 00:24:42.599
break down the traits that are really needed by a

403
00:24:42.720 --> 00:24:45.799
leader to be able to lead an organization, or we

404
00:24:45.839 --> 00:24:48.119
will show you this is a good leader, but this

405
00:24:48.200 --> 00:24:50.960
leader right here will not be the leader that is

406
00:24:51.039 --> 00:24:54.359
needed to run the organization. They'll work well in this department.

407
00:24:54.559 --> 00:24:57.640
And here is why we can we break all of

408
00:24:57.640 --> 00:24:59.839
that down genetically if you will.

409
00:25:00.240 --> 00:25:03.400
Yeah, well that's that. I can see where that could

410
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be threatening to some people.

411
00:25:06.839 --> 00:25:09.559
It is very it is it can be very, very threatening.

412
00:25:09.599 --> 00:25:12.599
But again I go back to we're trying to do

413
00:25:12.680 --> 00:25:16.000
what's in the greater good of the organization, right, exactly

414
00:25:16.720 --> 00:25:19.680
of the stakeholder and the greater good of the shareholder.

415
00:25:20.400 --> 00:25:24.799
With that in mind, you know, let's let's move forward.

416
00:25:24.880 --> 00:25:29.279
It might be painful now, it'll be fruitful when we

417
00:25:29.440 --> 00:25:31.440
get further along in the process.

418
00:25:31.319 --> 00:25:34.039
Right, sort of like a diet. You know, it's painful now,

419
00:25:34.079 --> 00:25:36.240
but you'll feel real good when you look much better

420
00:25:36.240 --> 00:25:36.680
at yourself.

421
00:25:36.799 --> 00:25:38.480
That's right, that's right, that's right.

422
00:25:38.599 --> 00:25:41.839
So Terry, what what three things do you want people

423
00:25:41.880 --> 00:25:47.400
who are listening to this show to take away from

424
00:25:47.799 --> 00:25:49.000
you and your discussion.

425
00:25:49.480 --> 00:25:50.799
Oh, that's a great question.

426
00:25:52.240 --> 00:25:58.680
That I'm grateful to have created this transformational ecosystem. It

427
00:25:58.720 --> 00:26:03.519
came through me, and really at the bottom, the bottom

428
00:26:03.559 --> 00:26:06.799
line is what it does is it works with time, team,

429
00:26:07.480 --> 00:26:11.640
and money within an organization. How time, team and money,

430
00:26:11.960 --> 00:26:15.680
how to be more productive, how to generate top line revenue,

431
00:26:16.079 --> 00:26:19.799
how to generate bottom line profitability, how people to be

432
00:26:20.359 --> 00:26:24.400
are are productive, and how to build a culture that

433
00:26:24.559 --> 00:26:27.079
is sustainable and a culture that thrives.

434
00:26:27.480 --> 00:26:30.880
Yeah. Wow, really fascinating. So how do people get a

435
00:26:30.880 --> 00:26:31.359
hold of you?

436
00:26:31.839 --> 00:26:32.759
That's a great question.

437
00:26:32.799 --> 00:26:38.519
You can go to my website JCG Consultinggroup dot com.

438
00:26:38.799 --> 00:26:41.000
You'll see the whole story of the caterpillar to the

439
00:26:41.039 --> 00:26:45.240
butterfly on the website. You can connect with the pig.

440
00:26:45.279 --> 00:26:46.599
Your models on there too.

441
00:26:47.119 --> 00:26:50.200
Yes, the model is on The model is on is

442
00:26:50.240 --> 00:26:55.680
on the website. We also have a complementary seven question

443
00:26:55.839 --> 00:27:00.200
executive assessment that people can take, and that is is

444
00:27:00.599 --> 00:27:03.200
E E O, P T.

445
00:27:03.880 --> 00:27:10.440
Peter tom O, D O S O S dot com

446
00:27:10.519 --> 00:27:11.279
dot com.

447
00:27:11.319 --> 00:27:15.440
Okay, backslash seven Q because it's only seven questions.

448
00:27:15.720 --> 00:27:20.440
Oh I got your backlash seven Okay.

449
00:27:19.680 --> 00:27:22.680
It's only seven questions and there's seven questions. It'll give

450
00:27:22.680 --> 00:27:26.759
you an executive analysis how you relate to transformation in

451
00:27:26.799 --> 00:27:29.559
your life and in your workplace. So are you as

452
00:27:29.599 --> 00:27:31.200
an individual transformation?

453
00:27:31.839 --> 00:27:32.119
Uh?

454
00:27:32.160 --> 00:27:35.079
And what you believe about it and whether or not

455
00:27:35.359 --> 00:27:38.000
you think it's accomplishable in your life as well as

456
00:27:38.000 --> 00:27:39.440
the organization in which you work.

457
00:27:39.920 --> 00:27:45.400
Wow, Wow, how how great is that?

458
00:27:45.680 --> 00:27:47.480
You can find me on LinkedIn? You can find me

459
00:27:47.519 --> 00:27:49.359
on LinkedIn. I do a lot of posting on LinkedIn

460
00:27:49.400 --> 00:27:49.799
as well.

461
00:27:50.519 --> 00:27:55.559
Jerry Jackson, pH, Terry Jackson, pH d Well Terry, thank

462
00:27:55.599 --> 00:27:57.640
you so much for giving me the time today to

463
00:27:58.039 --> 00:28:01.599
really chat with you. It was wonderful. And you know,

464
00:28:01.680 --> 00:28:05.240
I think this is a really game changing tool for

465
00:28:05.480 --> 00:28:09.359
organizations and I'm glad you have it because I'm I'm

466
00:28:09.400 --> 00:28:12.640
really I've always been on the data driven side of

467
00:28:12.960 --> 00:28:16.920
organizational change. And you know, on our field way back,

468
00:28:17.000 --> 00:28:19.279
we used to do the focus groups and you know,

469
00:28:19.359 --> 00:28:23.599
ask questions and you know, if there's a thing that

470
00:28:23.640 --> 00:28:27.680
has that has a place. But it's not really good

471
00:28:27.920 --> 00:28:34.000
organization analysis. And what you have is scientific. It's it's

472
00:28:34.480 --> 00:28:39.559
really directional. It's really somewhere you can hang your hat

473
00:28:39.680 --> 00:28:43.359
on making real change in an organization, which is exciting,

474
00:28:44.000 --> 00:28:44.440
very exciting.

475
00:28:44.440 --> 00:28:45.880
Thank you, Thank you so very much.

476
00:28:45.880 --> 00:28:48.400
Thank you for giving me the time to interview with you,

477
00:28:48.519 --> 00:28:53.000
to see you again and to talk about be Tide

478
00:28:53.519 --> 00:28:58.000
operating system. And You're right, it is scientific because it

479
00:28:58.079 --> 00:29:03.000
is built the punt an academic search methodology and so

480
00:29:03.319 --> 00:29:05.880
we yeah, and so it makes it more precise. And

481
00:29:05.960 --> 00:29:08.200
we like to say what we do is we we

482
00:29:08.720 --> 00:29:14.160
align to activate and architect human potential.

483
00:29:14.640 --> 00:29:19.519
Wow, that's great. Wait, aligns what was the next one? Activate,

484
00:29:19.960 --> 00:29:24.440
activate and an architect. Oh that's great. That's great. That's

485
00:29:24.519 --> 00:29:30.400
like Caterpillar to butterfly. That's absolutely that's terrific. Well, Terry,

486
00:29:30.480 --> 00:29:32.480
thank you so much, and I'm so glad we live

487
00:29:32.519 --> 00:29:35.400
in sort of very close to each other. And I'll

488
00:29:35.440 --> 00:29:40.920
see you soon. You okay, thank you, bye bye. Well,

489
00:29:40.960 --> 00:29:44.079
thanks everyone for listening. I hope that you got something

490
00:29:44.119 --> 00:29:48.599
from this broadcast today and see you next week there'll

491
00:29:48.599 --> 00:30:09.880
be another show