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Using open-source collaboration and crowdsourcing
principles to bring companies together with individuals
   from other disciplines, experiences and talents to
      deliver breakthrough ideas and innovations
TEN collaboration and crowdsourcing TRAPS to avoid
The Ego Trap



Don't shy away from collaboration and crowdsourcing initiatives because you think they
               are a knock on your existing creative/innovation process




                                 Embrace these approaches for what they are -- tools
                                 to generate more stimuli and inspiration for you and
                                 your teams…especially early-on in the planning and
                                 development stage when you want/need to explore the
                                 broadest range of solutions and ideas
The Promotion/PR Trap



In many cases, crowdsourcing is being used as a unique promotional tactic to provide
 consumers and/or influencers with a memorable brand experience (i.e., create a new
                  flavor, etc.) designed to generate buzz and press



                                      However, crowdsourcing is much more than a
                                      promotional or PR tactic

                                      There are plenty of ways to execute approaches
                                      behind-the-scenes to generate new product
                                      innovations and unique marketing ideas. And the
                                      "crowd" you would "source" in these situations
                                      would include participants who go beyond just
                                      consumers, influencers and Facebook “friends”

         Go beyond this!
The Who Before What Trap



 Crowdsourcing has become a buzz word in the industry…and everyone is interested in
giving it a shot. Unfortunately, many companies begin by thinking about WHO they want
                  to crowdsource as a first step...and that’s a BIG mistake

                                       Determining WHO has earned the right to
                                       collaborate with your brand/company all depends
                                       on WHAT you're trying to achieve. For example,
                                       you might collaborate with one group behind-the-
                                       scenes to develop a proprietary new product...but
                                       engage a completely different group to be part of
                                       a high-profile campaign designed to generate PR

                                       So, when it comes to crowdsourcing…let the
                                       WHAT dictate the WHO...not the other way around
The One-Size-Fits-All Trap



When you take a look around at all the crowdsourcing initiatives out there, you'll start to notice
                  that they are being executed in a variety of different ways

  So, when you decide to start crowdsourcing...remember that there is no "one size fits all"
   approach. You need to find the approach that works for you…and that means finding a
 comfortable place to get started…being open to combining approaches…and always trying
         new things. Simply put, you'll need to be patient…like our friends at P&G




   P&G’s development and implementation of “connect and develop” has unfolded over many years.
   There have been some hiccups along the way, but largely it has been a methodical process of
   learning by doing, abandoning what doesn’t work and expanding what does
                                                                              - Harvard Business Review
The I Need A Tech Platform Trap


      There are lots of technology platforms that you can use to support crowdsourcing
 initiatives…and some of them are pretty sexy. However, crowdsourcing is NOT about the
    platform you use...it's about the PEOPLE you collaborate with (the crowd you source)


                                     Visionary, Seth Godin, put it best in Tribes when he wrote:

                                  Throughout this book, I'm pretty quick to use examples based
                                  on the Internet and some of the astonishing new tools that are
                                  showing up to enable tribes to be more effective. But the
                                  Internet is just a tool, an easy way to enable some tactics. The
                                  real power of tribes has nothing to do with the Internet and
                                  everything to do with people

  Don’t be fooled or intimidated by all those people out there with the sexy tech platforms.
The approach you use to crowdsource should be the one that works best for your crowd and
your organization. So, consider everything -- from online collaboration platforms…to online
               survey platforms…to live workshops…to good ol’ email…etc.
The Team Temptation Trap


  When you talk about crowdsourcing…everyone immediately assumes the participants
should work together to build and vote for ideas. However, many approaches incorporate a
blind layer where participants work on the problem alone without anyone influencing their
 thinking…or compromising their personal problem-solving techniques. For example, at
                BigHeads, we use the following one-two punch approach:

                                         Phase I - Blind Format
        We let participants go it alone so they give us responses that have not been influenced and they
                             can use their own creative techniques to develop ideas




                                       Phase II - Team Format
      We take the top ideas from Phase I and use a team-based approach where everyone can re-focus
                                and begin building on the top ideas together
The More the Merrier Trap


 Opening up your project to tons of people may seem to make sense…but remember -
quantity doesn’t always mean quality. In fact, at BigHeads we limit our crowd to hand-
        picked BIG thinkers who we know will deliver quality thinking…quickly




So, if you decide to throw the doors wide open…make sure you have the resources and
             patience to cull through lots of bad ideas to find the great ones
The Expect The Answer Trap



 Remember, crowdsourcing is all about inviting the right people from beyond your four
walls to inspire ideas and solutions…but you can’t just provide them with a project brief
             and expect them to come back with the answer while you wait




                                             Your role is critical to the process! As the
                                             project's champion, you need to put in place
                                             the necessary steps to weed-out the most
                                             compelling insights, ideas and inspiration and
                                             then determine how that information can be
                                             applied to create the final innovations
The Confidentiality Trap


 Not surprisingly, confidentiality is one of the concerns many companies have when they
first consider a crowdsourcing initiative, especially when they are interested in "sourcing"
         a "crowd" from outside their walls to generate new ideas and solutions

 Well, don't let confidentiality concerns hold you back. There are plenty of steps you can
              take to ensure your project and your objective remain protected


                                For example, at BigHeads we put in place the following measures
                                for our Brand OpeningTM crowdsourcing/collaboration process:
                                 • All members execute a comprehensive NDA when they join
                                 • Participants do not receive standard brand briefs. Our projects are
                                   designed to elicit stimuli for our internal team to use when creating final
                                   ideas, so participants oftentimes do not even know the true objective
                                 • Our clients always have final approval before a project is distributed, so
                                   sensitive information is never released
                                 • Even though a brand's stature can help drive participation, it is possible
                                   to keep projects 100% anonymous
The Target Consumer Trap


When it comes to crowdsourcing initiatives, most brands and companies often feel that the
        ONLY resource they need to tap for their project is their TARGET CUSTOMER

As true believers in the methodology that “BIG ideas happen when DISSIMILAR universes
collide”…here at BigHeads we constantly remind companies to be careful not to fall into
 the trap of limiting your efforts to a target customer "crowd". If you do, you'll end up
       missing out on a universe of untapped creativity, opportunity and potential


                                     So, if you are considering crowdsourcing, we recommend
                                     you keep this quote handy as a constant reminder to extend
                                     your crowd BEYOND just your target customers:

                                     “If I had asked my customers what they wanted, they
                                                would have said a faster horse”
                                                                                   - Henry Ford
John Palumbo / Founder, BigHeads Network
              888.646.0411 x-701
          john@bigheadsnetwork.com




http://twitter.com/BigHeads
                                 BigHeads Network

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Using open-source collaboration and crowdsourcing principles to deliver breakthrough ideas

  • 1. Using open-source collaboration and crowdsourcing principles to bring companies together with individuals from other disciplines, experiences and talents to deliver breakthrough ideas and innovations
  • 2. TEN collaboration and crowdsourcing TRAPS to avoid
  • 3. The Ego Trap Don't shy away from collaboration and crowdsourcing initiatives because you think they are a knock on your existing creative/innovation process Embrace these approaches for what they are -- tools to generate more stimuli and inspiration for you and your teams…especially early-on in the planning and development stage when you want/need to explore the broadest range of solutions and ideas
  • 4. The Promotion/PR Trap In many cases, crowdsourcing is being used as a unique promotional tactic to provide consumers and/or influencers with a memorable brand experience (i.e., create a new flavor, etc.) designed to generate buzz and press However, crowdsourcing is much more than a promotional or PR tactic There are plenty of ways to execute approaches behind-the-scenes to generate new product innovations and unique marketing ideas. And the "crowd" you would "source" in these situations would include participants who go beyond just consumers, influencers and Facebook “friends” Go beyond this!
  • 5. The Who Before What Trap Crowdsourcing has become a buzz word in the industry…and everyone is interested in giving it a shot. Unfortunately, many companies begin by thinking about WHO they want to crowdsource as a first step...and that’s a BIG mistake Determining WHO has earned the right to collaborate with your brand/company all depends on WHAT you're trying to achieve. For example, you might collaborate with one group behind-the- scenes to develop a proprietary new product...but engage a completely different group to be part of a high-profile campaign designed to generate PR So, when it comes to crowdsourcing…let the WHAT dictate the WHO...not the other way around
  • 6. The One-Size-Fits-All Trap When you take a look around at all the crowdsourcing initiatives out there, you'll start to notice that they are being executed in a variety of different ways So, when you decide to start crowdsourcing...remember that there is no "one size fits all" approach. You need to find the approach that works for you…and that means finding a comfortable place to get started…being open to combining approaches…and always trying new things. Simply put, you'll need to be patient…like our friends at P&G P&G’s development and implementation of “connect and develop” has unfolded over many years. There have been some hiccups along the way, but largely it has been a methodical process of learning by doing, abandoning what doesn’t work and expanding what does - Harvard Business Review
  • 7. The I Need A Tech Platform Trap There are lots of technology platforms that you can use to support crowdsourcing initiatives…and some of them are pretty sexy. However, crowdsourcing is NOT about the platform you use...it's about the PEOPLE you collaborate with (the crowd you source) Visionary, Seth Godin, put it best in Tribes when he wrote: Throughout this book, I'm pretty quick to use examples based on the Internet and some of the astonishing new tools that are showing up to enable tribes to be more effective. But the Internet is just a tool, an easy way to enable some tactics. The real power of tribes has nothing to do with the Internet and everything to do with people Don’t be fooled or intimidated by all those people out there with the sexy tech platforms. The approach you use to crowdsource should be the one that works best for your crowd and your organization. So, consider everything -- from online collaboration platforms…to online survey platforms…to live workshops…to good ol’ email…etc.
  • 8. The Team Temptation Trap When you talk about crowdsourcing…everyone immediately assumes the participants should work together to build and vote for ideas. However, many approaches incorporate a blind layer where participants work on the problem alone without anyone influencing their thinking…or compromising their personal problem-solving techniques. For example, at BigHeads, we use the following one-two punch approach: Phase I - Blind Format We let participants go it alone so they give us responses that have not been influenced and they can use their own creative techniques to develop ideas Phase II - Team Format We take the top ideas from Phase I and use a team-based approach where everyone can re-focus and begin building on the top ideas together
  • 9. The More the Merrier Trap Opening up your project to tons of people may seem to make sense…but remember - quantity doesn’t always mean quality. In fact, at BigHeads we limit our crowd to hand- picked BIG thinkers who we know will deliver quality thinking…quickly So, if you decide to throw the doors wide open…make sure you have the resources and patience to cull through lots of bad ideas to find the great ones
  • 10. The Expect The Answer Trap Remember, crowdsourcing is all about inviting the right people from beyond your four walls to inspire ideas and solutions…but you can’t just provide them with a project brief and expect them to come back with the answer while you wait Your role is critical to the process! As the project's champion, you need to put in place the necessary steps to weed-out the most compelling insights, ideas and inspiration and then determine how that information can be applied to create the final innovations
  • 11. The Confidentiality Trap Not surprisingly, confidentiality is one of the concerns many companies have when they first consider a crowdsourcing initiative, especially when they are interested in "sourcing" a "crowd" from outside their walls to generate new ideas and solutions Well, don't let confidentiality concerns hold you back. There are plenty of steps you can take to ensure your project and your objective remain protected For example, at BigHeads we put in place the following measures for our Brand OpeningTM crowdsourcing/collaboration process: • All members execute a comprehensive NDA when they join • Participants do not receive standard brand briefs. Our projects are designed to elicit stimuli for our internal team to use when creating final ideas, so participants oftentimes do not even know the true objective • Our clients always have final approval before a project is distributed, so sensitive information is never released • Even though a brand's stature can help drive participation, it is possible to keep projects 100% anonymous
  • 12. The Target Consumer Trap When it comes to crowdsourcing initiatives, most brands and companies often feel that the ONLY resource they need to tap for their project is their TARGET CUSTOMER As true believers in the methodology that “BIG ideas happen when DISSIMILAR universes collide”…here at BigHeads we constantly remind companies to be careful not to fall into the trap of limiting your efforts to a target customer "crowd". If you do, you'll end up missing out on a universe of untapped creativity, opportunity and potential So, if you are considering crowdsourcing, we recommend you keep this quote handy as a constant reminder to extend your crowd BEYOND just your target customers: “If I had asked my customers what they wanted, they would have said a faster horse” - Henry Ford
  • 13. John Palumbo / Founder, BigHeads Network 888.646.0411 x-701 john@bigheadsnetwork.com http://twitter.com/BigHeads BigHeads Network