HTML 5: Another reason netbooks are the more important to mobile operators than cell phones.

Article in PC world talks about HTML 5 in the context of the Google announcements today (http://tinyurl.com/mk8krj)

HTML5 is a standard that is still being developed and is likely to remain so for several years. Its focus on running applications within the browser is an important driver of interest in cloud computing, where applications live somewhere off on the Internet and are delivered by the browser.

The focus of future browsers will shift from “going places” to “doing things.” This will be a boon to free operating systems, which will increasingly be able to hide themselves under the browser user interface. While Windows and Mac OSX won’t go away overnight, the pressure on them will be to innovate beyond the browser, perhaps through a common set of extensions for HTML5 applications to use.

The key takeaway is that the operating system is in the cloud, in addition to office applications and everything else. Mobile operators are the most important — and to date largely unsung — players here; it is they that have the most to gain (or lose, if they succeed at screwing it up).

You’ve heard it before: remember Sun’s campaign that the “Network is the Computer. ” Back in 1995 Larry Ellison was predicting that Network Computers would replace Personal Computers as the computing equipment of choice. And Netscape said for years that the browser was the “next OS.”

The difference now is that a viable broadband mobile infrastructure is in place. Network technologies have matured, not from a technological standpoint (they’ve been mature from some time), but from a social standpoint. The network is now, finally, ready to realize it’s place as the computer because people’s lives are integrated with it more deeply than even Larry could dream more than a decade ago.

General Technology

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LTE: Emphasis on “long?”

From Unstrung: http://www.unstrung.com/document.asp?doc_id=176867&

T-Mobile and Orange are both saying that LTE has many technology hurdles to overcome before it is viable for their networks (Verizon and NTT’s aggressive plans notwithstanding).

The operators’ concerns with LTE include: support for voice services; the impact on backhaul capacity; intellectual property rights; the lack of standardization for self-organizing networks (SONs); and the lack of spectrum. And those are just the chief conerns.

In addition, T-Mobile and Orange, along with other European carriers, are scarred by the disastrous early days of WCDMA (3G), when they spent billions of euros on licenses and hyped 3G downlink speeds beyond reality, leaving customers and investors sorely disappointed. They don’t want to repeat those 3G mistakes in LTE, especially in the midst of a global financial crisis.

In my mind, this reinforces my contention that mobile bandwidth will quickly and inevitably become a finite resource in the face of unprecedented demand. Business models will change from a flat-rate all-you-can-eat (or all-you-can-eat-up-to-a-point) to more complex and nuanced charging that includes dynamic tiering, utility-style billing, and so on.

Telecom

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The approaching deluge of mobile data traffic

I’ve read a number of reports speculating about mobile data growth lately and it strikes me that they typically omit what I believe is the most significant evolution affecting mobile data. iPhones and similar are great and have certainly accelerated the market, but they are nothing compared to the impact (and opportunity for network policy vendors) represented by netbooks with embedded cellular access.

Consider: Right now, AT&T is selling a range of laptops in Northern California at Radio Shack for $49.95 (that’s not a typo — 50 bucks; see http://tinyurl.com/oagx33) with a 2 year contract for flat rate data with a monthly cap. Netbooks are now the most popular computer type on the market (Intel expects sales to double in 2009 http://tinyurl.com/djxdrd).

Too, there’s the recent announcements of businesses standardizing on cloud office applications like Google Apps. Imagine the savings a large enterprise can enjoy by standardizing on netbooks. Laptops so cheap they are almost disposable. All data saved safely in the cloud.

Suddenly you have lots of torrent sessions and Skype calls routinely supported through the mobile network. Huge increases in youtube traffic. Hulu. Even parental control becomes much more meaningful as parents worry about inappropriate content accessed via the laptop much more than a phone.

Suddenly, despite usage caps, the GGSN is supporting data volume like no one could ever dream, with smartphone traffic a minority. Some reports say this is a long range play. We’ll see. I think it’s going to explode as we watch. And vendors that tie licensing terms to usage/seats/transactions or similar, will watch revenue explode with it…

General Technology

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The free market will dictate the terms of net “neutrality”

Article in the WSJ today talks about the network impact of the iPhone: http://online.wsj.com/public/quotes/main.html?type=djn&symbol=t

Users of iPhone download games, video and other Web data at two to four times the rate of other smartphone users, according to comScore. Yet AT&T charges iPhone subscribers the same fee of $30 a month for data that it levies on other smartphone customers. And aside from restricting certain activities, like file sharing, AT&T doesn’t limit how much data can be downloaded…

Too, the iPhone is just the tiny first drop of a huge deluge that will be caused by access dongles and netbooks. The situation is pretty clear: network resources are finite; demand upon them is (as good as) infinite.

A message to those folks philosophically opposed to any kind of network management: something’s gotta give. If access remains unrestricted, physics will take over and reduce everyone’s throughput and QoS to a trickle. It’ll be a small comfort to know that the occasional packet you receive is officially “neutral.”

The net neutrality issue as currently framed is a red herring anyway. Subscriber’s don’t care if their bandwidth is restricted, as long as they have control to remove the restriction. The water supply in my sink is restricted, but I can remove that restriction at any time (for a fee) by turning a tap. The more I turn the tap, the more I pay.

And that’s really the key — allocate network resources according to those willing to pay for it. Everyone wins.

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User participation in advanced advertising

I’ve always thought that a real evolution of advertising is moving from an inferred model to a interaction model; that is, instead of inferring qualities about a person (based on demographics, buying habits, etc.), it’s much better to involve people directly.

I did a interview recently with Light Reading that touched on this topic.

http://www.lightreading.com/document.asp?doc_id=172485

Salient details to save yourself the jump:

“One of the most powerful aspects of subscriber profiles is maintaining a subscriber’s real-time context, and using that context in concert with personal preferences to drive policies across networks,” says Chris Hoover, Openet’s director of Product Management. “In this sense, the subscriber profile forms the foundation for next-generation interactive services. These are services customized based on an aggregate understanding of who the subscriber is, what the preferences are, and real-time context in which the subscriber is moving – without regard to network or device.”

Openet’s Hoover points out that, historically, advertising has tended to be targeted on the basis of inferences made from proxy data – basic demographics, for example – rather than positive identifications of definite interest. Such interest identification is near-impossible to do indirectly, as it is difficult to infer that a subscriber is, say, allergic to cats, or avoids alcohol [ed. note: or avoids alcoholic cats...], or is thinking of buying a new car. Behavioral targeting based on the inferential analysis of past behavior helps, but there is always a risk that the inference will be wrong – or even offend.

“But there is actually a new opportunity, which is to bring the subscriber into a bidirectional mode,” Hoover says. “By including the subscriber as part of the network profile – essentially, the subscriber as an active network element – the profile can be much more accurate. This isn’t, however, a profile that is built solely by the subscriber, but rather in concert with the subscriber, and including inferential data.”

“But there is actually a new opportunity, which is to bring the subscriber into a bidirectional mode,” Hoover says. “By including the subscriber as part of the network profile – essentially, the subscriber as an active network element – the profile can be much more accurate. This isn’t, however, a profile that is built solely by the subscriber, but rather in concert with the subscriber, and including inferential data.”

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On being a sloppy nobody in business class

David Sedaris is hilarious, and he had a fantastic essay on air travel in the New Yorker recently. I particularly liked this passage, about traveling in business class. It so perfectly parallels my experience:

“May I bring you a drink to go with those warm nuts, Mr. Sedaris?” the woman looking after me asked—this as the people in coach were still boarding. The looks they gave me as they passed were the looks I give when the door of a limousine opens. You always expect to see a movie star, or, at the very least, someone better dressed than you, but time and time again it’s just a sloppy nobody. Thus the look, which translates to “Fuck you, Sloppy Nobody, for making me turn my head.”

I feel exactly that way whether I’m in coach (most of the time) or business (the occasional upgrade). Walking to my coach seat I’m always thinking about how much more comfortable these slobs in business are going to be for the next 12 hours or so, damn them. Likewise, I feel a vague sense of guilt if I’m sitting in my business class seat. I’m thinking “this trip is going to suck *so much more* for all of you.” Certainly it doesn’t help that I epitomize the sloppy nobody as I sit there in my fleece listening to an iPod while other business travelers whisper importantly into their Blackberrys.

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People are predisposed to either stay the course or adapt based on new information

Interesting article in Scientific American about a study that shows the brain is hardwired such that people fit into two behavioral categories. (More likely a continuum, but for purposes of illustration I’ll keep it straightforward).

In one category, people are predisposed to alter their behavior based on new information. In the other category, people are less responsive to new information, and tend to maintain the same behavior. Although the context of the study was political (this isn’t a political blog), I think that the study is equally interesting from a business perspective as well. A quote:

Amodio says that the anterior cingulate cortex (ACC), a forebrain region, “serves almost as a barometer for this degree of conflict.”"People who have more sensitive activity in that area,” he notes, “are more responsive to these cues that say they need to adapt their behavior,” reacting more quickly and accurately to the unexpected stimulus. On average, people who described themselves as politically liberal had about 2.5 times the activity in their ACCs and were more sensitive to the “No-Go cue” than their conservative friends.

“They are more sensitive to the need for change and more sensitive to the need to change their behavior,” Amodio says about the politically left-leaning subjects.

At an overall statistical level, I suspect that having a disposition one way or the other is not a good predictor of business success. All other things being equal, two entrepreneurs of opposite dispositions have an equal chance to succeed at the beginning of a new venture. Where it does matter is how a person copes with the unique challenges the new business will face.

For example, a person that tends to maintain the same behavior despite conflicting information may have the tenacity and drive to stick with a business plan no matter what until it succeeds. She will have the steadfastness necessary to keep the business moving forward even when everyone is a naysayer. In some business contexts, this is exactly the right person needed at the helm; the business would fail if the leader was endlessly second guessing and altering course.

On the other hand, a business plan into which people have poured blood, sweat, and tears, may be fatally flawed. In this case, the leader must be flexible enough to honestly appraise new information that conflicts with the existing business plan, and alter the course of the business based on this new information. Here, the leader that stubbornly maintained the status quo would fail.

How do you know which leader is right for which challenge? You don’t, except in retrospect. As Nassim Taleb points out, most of what happens in life is random; all you can do is put in your best effort. A person plays much less a role in their own success (or failure) than they give themselves credit for.

Leadership

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American Idiot

Concern over the stupidity of the average American has been a theme of intellectual pundits throughout my life, finding an initial voice in the early 60s with Richard Hofstadter’s “Anti-Intellectualism in American Life.” Since then media attention to the subject has ebbed and flowed over the years. During the early 80’s, when I was in high school, I heard constantly about the fantastic levels of moronism achieved by my peers, many of whom, it was said, struggled to find the United States on an unmarked map. Japan was opening mocking our engineering ability, and America’s competitive position seemed to sink along with our math and science scores.

For my part, I had never (to my knowledge) met someone that couldn’t identify major countries on a map; I thought it would be interesting, in a slowing-down-to-look-at-a-car-wreck kind of way, to speak with someone so fantastically stupid. In some way, I expected such a person to consider their ignorance an aspect of their personality: “I’m Sam, and I play the guitar, and I can’t find the United Kingdom on a map or describe the importance of the first amendment.”

Sadly, stupid people don’t often self-identify with their stupidity, and I never got the chance to meet my representative moron. Turns out I didn’t need to, as the election of George W. Bush and the political rise of evangelical Christianity has put a good number of them on the world stage, free to be gawked at. The election also ushered in a new cycle of intellectual hand-wringing, which has risen in pitch as the gang of Idiots seek to ensure the country is well and truly ruined before they leave office and go back to their homes and their churches.

The latest furlow: last week Susan Jacoby’s “Age of American Unreason” was released. If the review at Salon is any indication (I’ve yet to read it myself), I will probably think it’s a great book, because I’ll strongly agree with it:

The chief manifestations of this newly virulent irrationality are the rise of fundamentalist religion and the flourishing of junk science and other forms of what Jacoby calls “junk thought.” The mentally enfeebled American public can now be easily manipulated by flimsy symbolism, whether it’s George W. Bush’s bumbling, accented speaking style (labeling him as a “regular guy” despite his highly privileged background) or the successful campaign by right-wing ideologues to smear liberals as snooty “elites.”

Unable to grasp even the basic principles of statistics or the scientific method, Americans gullibly buy into a cornucopia of bogus notions, from recovered memory syndrome to intelligent design to the anti-vaccination movement.

Ms. Jacoby also has an op-ed in today’s Washington Post:

It is almost impossible to talk about the manner in which public ignorance contributes to grave national problems without being labeled an “elitist,” one of the most powerful pejoratives that can be applied to anyone aspiring to high office. Instead, our politicians repeatedly assure Americans that they are just “folks,” a patronizing term that you will search for in vain in important presidential speeches before 1980.

Truth be told, I’ve myself accepted “elitist” as a pejorative, one that I use almost unconsciously in a self-deprecating way. The main culprit, according to Jacoby, is the rise of video culture and correlated decline of reading

First and foremost among the vectors of the new anti-intellectualism is video. The decline of book, newspaper and magazine reading is by now an old story. The drop-off is most pronounced among the young, but it continues to accelerate and afflict Americans of all ages and education levels.

Not that Jacoby’s effort matters. As Laura Miller describes in her Salon review, she is only preaching to the choir. I’ll buy her book (I’ll even read it), but it’s really an exercise in narcissism in the sense that I know the book will just reinforce my own opionions. Just think: I’ll be even more elitist.

General mutterings

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Top five reasons Singapore has the best airport in the world

I travel to Southeast Asia on business every so often. If I have a choice, I’ll always connect through Changi airport in Singapore.

There are lots of nice things about the airport; it’s got a nice transit hotel, a gym, amazing shops, and reasonable food. But there are some things that set it apart. Top five reasons I love Singapore’s Changi Airport:

Reason Five: It’s got some beautiful areas. Here’s the orchid garden, which surrounds a koi pond complete with dabbling brook, nice wooden bridge and huge voracious koi. To give you an idea of how big this “meditation area” is, the woman at the left of the photo is sitting at the edge of the koi pond with her feet dangling above the water:

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Reason Four: Free video games and free WiFi(!) throughout the airport. Lots of geeky types congregating in the XBox area, so of course I didn’t stay long.

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Reason Three: The bizarro Asian soda you can get at the airport 7–11. Note that the Bird’s Nest Drink by Super brand features “The Best Good Taste,” as opposed to the inferior good taste offered by other, lesser, Bird’s Nest Drink distributors.

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Reason Two: Free Movies, playing 24 hours a day in a real theater. “It’s Pat” was playing when I took this picture. Had I stuck around, I could have caught “First Blood” followed by “Porky’s.”

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And the number one reason Changi is the best airport in the world:

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Here’s the kicker: when I took this picture, there was no one monitoring the whiskey tasting station. Just a bunch a booze and a stack of paper cups. I’m not kidding.

General mutterings

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This I believe (or, damn I’m a shallow, shallow little man)

This quarter’s topic at the Silicon Valley Junto is “This I believe,” a theme borrowed from the recently-reinstated NPR program. “This I Believe” was originally produced in the 50s by Edward R. Murrow, and was wildly popular in its day. A book of transcripts of essays from the program was a huge best seller. Because Murrow refused to support the show with commercials, he was able to include many scandalous essays on the program that would otherwise never air because frightened sponsors would kill it. One of these was an Eleanor Roosevelt essay in which she admitted to doubts regarding the existence of God (if I remember correctly, her gist was that it’s more appropriate to focus on solving worldly problems rather than perservating on post-death access to a gated community with lots of gilding and de rigeur facial hair). But I digress.

Anyway, I’m out of town and won’t be able to participate in the Junto, but it made me think. What would I write? What, exactly, do I “believe?” It’s a deceptively difficult question, at least for me. Certainly there are things that I think are true, but I find it difficult to boil these ideas down into one that captures me. Something that I can point to and say, “this is what I’m about.”

The trouble is that the things I believe are either trite (I believe my employer should provide me with all the free Diet Coke I can drink) or are pretentious (who the hell cares what I believe politically or religiously or whatever). Then there’s the temptation to write about things I “believe” that are really about trying to establish myself as a good person.  “I believe in treating people equally and with kindness” is abstractly true, but the true-truth is I’m often a grumpy asshole for no good reason. And don’t get judgmental about that, mother fucker, because you can be an asshole sometimes too.

I imagine this all has to do with the depth of thought one puts into things. That is, the depth of one’s thinking about an issue is proportional to the importance one places on the issue. It’s disconcerting to be faced with one’s shallowness.

General mutterings
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My exotic life

I work for a company based in Ireland, and I travel to Dublin a lot. It’s a global lifestyle filled with parties and laughter, a jet-setting wonderland that only a very few get to enjoy. I know you’re jealous! And well you should be.

Take comfort. There’s always pictures through which you can live vicariously. Like this one, taken from my hotel window this morning. Ah, Ireland in January!

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Stop obsessing and just choose, for crying out loud

I was talking with a friend the other day in a local Blockbuster. He commented that 7-11 stores used to rent movies, and that he missed having that option. “With 7-11, there were, like, five movies to choose from. It was really easy to decide which of the five I wanted to rent — I always made a choice. At Blockbuster, there are a million movies. I walk in here, and I can’t decide.”

This reminded me of one of my favorites concepts; the notion of the tyranny of choice. For some people, living as a privileged person in a place with plenty of everything is psychologically damaging. Having options can make you unhappy.

At the core of this is the observation that people can be measured by the extent to which they are “maximizers;” that is, to the extent to which they carefully analyze their decisions in an effort to find the very best option. When making a decision, maximizers weigh every option carefully, taking time to consider the very best possible choice.

The trouble with being a maximizer, it turns out, is that the “best possible choice” does not exist independent of a person’s mind. There is no car that is innately “best,” just as there is no “best” entree, shoes, vacation spot, or anything else. In the end, the best choice is the one that makes you feel the best having chosen it. And there’s the rub.

When you choose to go in a particular direction, you are simultaneously choosing against going in another direction. More to the point, you are choosing against many different directions. Having carefully studied those options, the maximizer is intimately familiar with all of the wonderful qualities he just rejected. This creates a two-fold burden for the poor maximizer: the pain of losing all the options now rejected, and the quickly diminishing joy found in the choice actually made.

Consider the person obsessed with buying a new car. Once chosen and bought, the new car quickly loses its patina. It become mundane and hum-drum with familiarity. In the meantime, all the various lost features offered by the dozen cars rejected float in the (now depressed) maximizer’s mind. Compounding this pain is the amount of energy put into the choosing process; after pouring energy into finding just the right option, it doesn’t feel very good.

The situation isn’t just anecdotal or an interesting thought experiment, there’s lots of evidence that too many options cause real suffering. From the sciam article linked to above:

Assessments of well-being by various social scientists–among them, David G. Myers of Hope College and Robert E. Lane of Yale University–reveal that increased choice and increased affluence have, in fact, been accompanied by decreased well-being in the U.S. and most other affluent societies.

Opposite the maximizer is the satisficer (a portmanteau of satisfy and suffice), someone that chooses the option offered that’s good enough, without obsessing about whether the choice is the best possible. This doesn’t mean that satisficers settle for low quality, nor does it mean that they don’t care. It means they don’t obsess — and often, when considering the cost of an obsessive decision-making process, a satisficing choice is near-best anyway in terms of overall cost.

The moral? Pay attention to your decision making process and notice if you tend to struggle or obsess. If you do, force yourself to say “Screw it, I’ll take the middle one” (or whatever other method that quickly identifies the good-enough option). You’ll be happy that you did. And never spend more than five minutes searching for a movie in a blockbuster.

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Brainstorming doesn’t work

Every so often I learn something that challenges something I’ve (almost always unconsciously) held as a fundamental truth.  For me, it was a fundamental truth that group activities such as brainstorming are more effective than individual efforts in creative exploration of an issue.

I’m sure the “fundamentalness” of this truth is largely due to the ubiquity of group think in business.  People constantly have meetings, and brainstorm, and attempt to arrive at consensus.   But it turns out that brainstorming is not only unproductive, it’s very unproductive:

There are a number of explanations for productivity loss in brainstorming groups.  Participants may be unwilling to state some of their ideas because they are afraid of being negatively evaluated. Social loafing or free-riding may occur because individuals do not feel accountable or feel their efforts are not needed by the group. Production blocking may result because individuals cannot express their ideas when someone else is talking. Evaluation apprehension, free-riding, and production blocking insure that interactive groups start off rather slowly in the idea-generation process. By means of social comparison processes and a tendency toward downward comparison, this low level of performance may become normative and be maintained throughout the group session or in subsequent sessions even when evaluation apprehension or production blocking may no longer be a problem.

What’s really amazing about this isn’t that brainstorming has been shown as ineffective per se, but that brainstorming remains ubiquitous even through there is so much research about its ineffectiveness (just check out the references section in the paper quoted above).  Research that goes back decades.  And it’s not just a matter of the research being poorly understood: It turns out that people fully aware of the research (such as psychologists) continue to brainstorm anyway.

The answer, I believe, is that people are fundamentally social: the hard-wired drive to work together as a team is much more powerful than an intellectual knowledge that group-think has many pitfalls. There are techniques designed to overcome the limitations of brainstorming, however; the most popular of which seems to be the unfortunately-named brainwriting.

Brainwriting boils down to brainstorming using written notes instead of speaking, thus creating a kind of anonymity designed to overcome the various social obstacles that limit truly creative thinking.  It strikes me that participants in such an exercise are likely to fall victim to Penny Arcade’s Greater Internet Fuckwad Theory, to wit: Normal Person + Anonymity + Audience = Total Fuckwad.

 So, brainstorming doesn’t work, but we can’t stop doing it, and using alternative techniques just highlights the assholes in the group.  What does this mean?  I dunno.  Perhaps despair is in order.

 

General mutterings

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Get Human: How to call an actual person at any corporation

I am endlessly frustrated by navigating through automated customer service messages. The absolute worst are the voice interaction messages, to which you are supposed to speak your request (instead of pressing “1” or whatever).

The problem is, I’m usually in a car, or at the airport, or in some other similarly noisy place. the stupid machine can’t understand me above the ambient noise. I’m amazed at how irritating this is. It’d be less irritating to just whack me in the head with the phone.

Phone: Welcome to AlwaysLate Airlines. Just speak your request, or say “Help” for a list of available options.

Me: Flight status

Phone: I’m sorry? I didn’t get that.

Me: Flight status

Phone: I’m sorry? I didn’t get that.

Me: FLIGHT STATUS

Phone: I’m sorry? I didn’t get that.

Me: FFFFFFLLLLLLIIIIGGGGGHHHHHTTTTTTTT SSSSTTTTTAAAATTTTUUUSSSS

Phone: I’m sorry? I didn’t get that.

Me: Help.

Phone: I’m sorry? I didn’t get that.

Anyway, check out www.gethuman.com. It’s a great site, with numbers and instructions for getting right to a real human being.

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For a more productive team, put the pressure on (within reason)

I’m a procrastinator. I’m a little embarrassed to say this, though I don’t consider it a personal shortcoming (I mean, I don’t think procrastinating per se makes someone an asshole). Procrastination smacks of immaturity, of unprofessional slacking. And god knows, “unprofessional” and “immature” are the absolute last things anyone would think about me .

Here’s the thing: procrastination works for me. Always has. When a deadline is close enough to begin to cause a little anxiety, I can tackle a project with a focus and flow that is harder to find when there’s no time pressure.

Imagine my surprise (and a little relief) to discover that I’ve stumbled upon a pretty effective — and clinically proven — strategy. Stress, it turns out, causes blood levels of cortisol to increase. Too much cortisol is a bad thing, but just the right amount boosts interest, attention, and motivation, producing maximum cognitive efficiency and achievement. By procrastinating until a deadline began to loom, I am creating a “sweet spot” of stress during which my performance is better than it would be had I not procrastinated.

With procrastination, though, there is a fine line separating the sweet spot from a negative downward spiral. Procrastinate too much and you risk stress levels climbing high enough to produce a feeling of outright fear. At this point, the more stress escalates, the worse mental efficiency becomes.

This cortisol “sweet spot” phenomenon has implications for leading teams. It implies that leaders must introduce gentle stress into a team to effectively motivate them, to help them reach their full potential. I say “gentle” stress to distinguish my suggestion from the stress caused by the red-faced-table-pounding behavior favored by the Steve Jobs or Larry Ellison wannabes among our corporate leaders.

“Gentle” stress means establishing specific, moderately aggressive deadlines for each project, and then frequently following up with the team member to assess how he/she is doing against the goal. Defining a deadline itself is important (work always expands to fill the amount of time available), but the (lets call it what it is) nagging creates a sense of urgency around the deadline. You are reinforcing that the deadline is meaningful, that you care about it. Creating a sense of urgency and meaning can take the team to the productivity “sweet spot.”

Leadership

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