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1 of 52
Management and Leadership
in the Startup and the Lab
with
Mark Organ, CEO, Influitive
@markorgan
2
A Great Scientist
3
J. Robert “Oppie”
Oppenheimer
And a Legendary Leader
What can startups teach experienced PIs??
4
I’m a serial entrepreneur and lead a global team of
140 people at a Toronto based startup - Influitive
Influitive helps companies accelerate revenue by mobilizing their
army of advocates.
5
A little bit about us
300+
customers
$50M+
Raised from top-tier Investors
140+
Employees around the
world
Experiments can be valuable when they
disrupt markets!
How I Spent My Undergrad Years
8
The Great Dr. Barrie Frost
Any resemblance is purely coincidental.
Expectations ≠ Reality
9
What my parents think I do What my friends think I do What society thinks I do
What my boss thinks I do What I think I do What I actually do
10
Do rats get depressed? Yes.
And there is a cure for that.
Pubmed: http://www.ncbi.nlm.nih.gov/pubmed/10599833
11
I faced a crossroad
of whether to stay
in the lab or venture
into the business
world
Ultimately I chose business because…
12
Part of the teamInnovation
Leadership and
guidance
Reward
But also…..
But also…
The Startup as a Laboratory
14
15
Startup = Fractal of Experiments
Our worlds are not that different!
16
Amazing People Discovery Constant Learning Leadership is Crucial
High Growth Startups = Leadership Innovation
17
6 Startup Leadership Principles for Lab Success
18
1. Start with Why
Developing Mission, Vision and Values
19
20 Concept from “Drive”, Daniel Pink
21
He who has a WHY to live
can endure almost any HOW.
- F. Nietzche
22
People
Focus Area of Projects
and Research
Behaviours and
Practices
23
24
MISSION (FOREVER)
Be the platform for advocacy, featuring the best possible experience for all
participants, especially advocates
Unlock the full potential of advocacy, for advocates themselves and the organizations
they support
VISION (5 YEAR)
We all inspire
and lead
The only road is the
high road
A company of
owners
Manage for complete
personal success
Design our business
for scale Blaze new trails
Team productivity
over individual glory
Open, honest and
direct
Continuous
improvement
through learning
2. Align Your Organization
Objectives and Key Results
25
26
Our alignment
processes could
use improvement
27
OBJECTIVE
KEY OBJECTIVEKEY OBJECTIVE KEY OBJECTIVE
PLAN
-------------------
-------------------
-------------------
PLAN
-------------------
-------------------
-------------------
PLAN
-------------------
-------------------
-------------------
OKR Principles
• Should Vertically and
Horizontally Align
• Annual and quarterly
• Measurable, Stretch
Goals
• ≠ Compensation
• Be Selective: 3-5
• 0.67 is the target
28
• Should Vertically and
Horizontally Align
• Annual and quarterly
• Measurable, Stretch
Goals
• ≠ Compensation
• Be Selective: 3-5
• 0.67 is the target
29
OKR Principles
3. Develop the
‘Whole Self’ at Work
The Management Cascade
30
Maslow’s Hierarchy Of Needs Applied To Employee Engagement
IMPORTANCE
31
BELONGING
SECURITY
SURVIVAL
SELF-ACTUALIZATION
MOTIVATORS
DE-MOTIVATORS
1. Highly Engaged
“Working here makes me feel completely
fulfilled”
2. Engaged
“I am very important here but I would
leave for something more inspiring”
3. Almost Engaged
“I like the job but there are no
development opportunities here”
4. Not Engaged
“I’m here just for the money”
5. Disengaged
“I’m leaving when I can”
IMPORTANCE
Highly evolved
organizations
enable self-
actualization
at work
2 and 3 have a direct impact
on engagement and can be
moved up by the 4 enablers
of engagement
32
1 Life Plan
2 Career Plan
3 Skill Plan
4 Tour & Platoon
The Cascade:
Alignment of activities with life and career goals
PlatoonsTours
Opportunities, Experience, Empowerment
Time-delimited missions
Self-organizing & X-departmental
task forces
Growth and Evolution through Tours
34
Chief of Staff VP Talent
Head of Global
Expansion
18 months 18 months
Exposure, Experience, Enjoyment through Platoons
35
Corporate Social
Responsibility
Global Employee
Experience
Geographic
Expansion
Customer
Experience Process
Designing Physical
Office Space
New Industry
Verticals
Rapidly growing innovators 
Very high levels of autonomy and empowerment
36
20% Time Policy Hootsuite Labs Holocracy
4. Communicate
Openly, Honestly, Directly
Transparency drives trust.
Trust drives experience and results.
37
38
Open, honest and direct
“We are transparent and
authentic with each other, our
customers and investors”
39
-Influitive Core Value
Open, honest and direct
Doesn’t mean insulting
40
41
42
43
5. Establish Meeting Cadence
Regular, high quality meetings
with specific purposes and agendas
44
45
I can’t think of
any other place
I’d rather be
Quality 1:1 Meetings … it’s THEIR meeting
46
47
We bring the entire global company
together – Daily!
Leadership Meetings – Weekly, Quarterly, Yearly
48
Q1 Q2 Q3 Q4
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
Strategy
Leadership
Checkpoint
Full Team
meetings
Leadership Off-site
(Aug 10- 13)
Leadership
Strategy Meeting
Q1 Results
Checkpoint
Q2 Results
Checkpoint
Q3
Results
Checkpoint
Q2 Town
Hall
Team All-
hands/Off
-site-
Q4 Town Hall
Board Off-site
(Sept 18-20)
6. Build an effective culture
Live the embodiment of your values.
49
50
51
Start with Why Alignment Whole Self
Open, Honest, Direct Meeting Cadence Live your Values
In Summary…
Thank You
52
@Markorgan

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Influitive's management and leadership lessons for the lab

  • 1. Management and Leadership in the Startup and the Lab with Mark Organ, CEO, Influitive @markorgan
  • 4. What can startups teach experienced PIs?? 4
  • 5. I’m a serial entrepreneur and lead a global team of 140 people at a Toronto based startup - Influitive Influitive helps companies accelerate revenue by mobilizing their army of advocates. 5 A little bit about us 300+ customers $50M+ Raised from top-tier Investors 140+ Employees around the world
  • 6. Experiments can be valuable when they disrupt markets!
  • 7. How I Spent My Undergrad Years
  • 8. 8 The Great Dr. Barrie Frost Any resemblance is purely coincidental.
  • 9. Expectations ≠ Reality 9 What my parents think I do What my friends think I do What society thinks I do What my boss thinks I do What I think I do What I actually do
  • 10. 10 Do rats get depressed? Yes. And there is a cure for that. Pubmed: http://www.ncbi.nlm.nih.gov/pubmed/10599833
  • 11. 11 I faced a crossroad of whether to stay in the lab or venture into the business world
  • 12. Ultimately I chose business because… 12 Part of the teamInnovation Leadership and guidance Reward
  • 14. The Startup as a Laboratory 14
  • 15. 15 Startup = Fractal of Experiments
  • 16. Our worlds are not that different! 16 Amazing People Discovery Constant Learning Leadership is Crucial
  • 17. High Growth Startups = Leadership Innovation 17
  • 18. 6 Startup Leadership Principles for Lab Success 18
  • 19. 1. Start with Why Developing Mission, Vision and Values 19
  • 20. 20 Concept from “Drive”, Daniel Pink
  • 21. 21
  • 22. He who has a WHY to live can endure almost any HOW. - F. Nietzche 22
  • 23. People Focus Area of Projects and Research Behaviours and Practices 23
  • 24. 24 MISSION (FOREVER) Be the platform for advocacy, featuring the best possible experience for all participants, especially advocates Unlock the full potential of advocacy, for advocates themselves and the organizations they support VISION (5 YEAR) We all inspire and lead The only road is the high road A company of owners Manage for complete personal success Design our business for scale Blaze new trails Team productivity over individual glory Open, honest and direct Continuous improvement through learning
  • 25. 2. Align Your Organization Objectives and Key Results 25
  • 27. 27 OBJECTIVE KEY OBJECTIVEKEY OBJECTIVE KEY OBJECTIVE PLAN ------------------- ------------------- ------------------- PLAN ------------------- ------------------- ------------------- PLAN ------------------- ------------------- -------------------
  • 28. OKR Principles • Should Vertically and Horizontally Align • Annual and quarterly • Measurable, Stretch Goals • ≠ Compensation • Be Selective: 3-5 • 0.67 is the target 28
  • 29. • Should Vertically and Horizontally Align • Annual and quarterly • Measurable, Stretch Goals • ≠ Compensation • Be Selective: 3-5 • 0.67 is the target 29 OKR Principles
  • 30. 3. Develop the ‘Whole Self’ at Work The Management Cascade 30
  • 31. Maslow’s Hierarchy Of Needs Applied To Employee Engagement IMPORTANCE 31 BELONGING SECURITY SURVIVAL SELF-ACTUALIZATION MOTIVATORS DE-MOTIVATORS 1. Highly Engaged “Working here makes me feel completely fulfilled” 2. Engaged “I am very important here but I would leave for something more inspiring” 3. Almost Engaged “I like the job but there are no development opportunities here” 4. Not Engaged “I’m here just for the money” 5. Disengaged “I’m leaving when I can” IMPORTANCE Highly evolved organizations enable self- actualization at work 2 and 3 have a direct impact on engagement and can be moved up by the 4 enablers of engagement
  • 32. 32 1 Life Plan 2 Career Plan 3 Skill Plan 4 Tour & Platoon The Cascade: Alignment of activities with life and career goals
  • 33. PlatoonsTours Opportunities, Experience, Empowerment Time-delimited missions Self-organizing & X-departmental task forces
  • 34. Growth and Evolution through Tours 34 Chief of Staff VP Talent Head of Global Expansion 18 months 18 months
  • 35. Exposure, Experience, Enjoyment through Platoons 35 Corporate Social Responsibility Global Employee Experience Geographic Expansion Customer Experience Process Designing Physical Office Space New Industry Verticals
  • 36. Rapidly growing innovators  Very high levels of autonomy and empowerment 36 20% Time Policy Hootsuite Labs Holocracy
  • 37. 4. Communicate Openly, Honestly, Directly Transparency drives trust. Trust drives experience and results. 37
  • 38. 38
  • 39. Open, honest and direct “We are transparent and authentic with each other, our customers and investors” 39 -Influitive Core Value
  • 40. Open, honest and direct Doesn’t mean insulting 40
  • 41. 41
  • 42. 42
  • 43. 43
  • 44. 5. Establish Meeting Cadence Regular, high quality meetings with specific purposes and agendas 44
  • 45. 45 I can’t think of any other place I’d rather be
  • 46. Quality 1:1 Meetings … it’s THEIR meeting 46
  • 47. 47 We bring the entire global company together – Daily!
  • 48. Leadership Meetings – Weekly, Quarterly, Yearly 48 Q1 Q2 Q3 Q4 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Strategy Leadership Checkpoint Full Team meetings Leadership Off-site (Aug 10- 13) Leadership Strategy Meeting Q1 Results Checkpoint Q2 Results Checkpoint Q3 Results Checkpoint Q2 Town Hall Team All- hands/Off -site- Q4 Town Hall Board Off-site (Sept 18-20)
  • 49. 6. Build an effective culture Live the embodiment of your values. 49
  • 50. 50
  • 51. 51 Start with Why Alignment Whole Self Open, Honest, Direct Meeting Cadence Live your Values In Summary…

Editor's Notes

  1. This man authored over 120 papers of renowned importance in quantum mechanics and astrophysics. He worked with some of the leading physicists of the day: Heisenberg, Bohr, Born, Rutherford and Einstein. He won the Fermi Prize, the top prize in physics. And he would go on to change the world, but not so much because of his scientific mind. He was one of the great scientific leaders and managers of people of all time. Do you know who he is?
  2. This man is Julius Robert Oppenheimer, known as the “father of the bomb”. He was not only a great physicist, but also an innovator in the organization of the laboratory. He accomplished the impossible, and he did it by motivating and organizing the largest group of prima donna scientists you would ever meet”, according to his colleague Hans Bethe. In just over 2 years, he was able to outrun the Axis powers in the development of the science and practical application of nuclear physics, and ensure the survival of the U.S. When you consider your output, what will make a bigger impact, your brilliant science, or your ability to attract the best people? Your ability to fully mobilize those people to produce great work autonomously? I think that when you look at some of the most prolific scientists, you will see that they aren’t just brilliant people, they also have learned how to get the most out of people.
  3. Today I want to talk about what I have learned about building hypergrowth startups, and how that might apply to your work. It’s been 18 years since I stepped foot in a lab, but I think that my lessons will apply.
  4. Influitive is the advocate marketing company. Our AdvocateHub app makes it easy for marketers to recruit, mobilize and recognize an army of customer advocates that support marketing campaigns, refer new clients and help close deals faster. Influitive is the advocate marketing company. Our AdvocateHub app makes it easy for marketers to recruit, mobilize and recognize an army of customer advocates that support marketing campaigns, refer new clients and help close deals faster. AdvocateHub is proven to significantly increase the number of lead referrals, sales references, product reviews, survey responses and participation in online communities and forums from customer, employee and partner advocates.
  5. \… I spent my university years both building businesses and working in the lab. But I was torn about which way to go.
  6. Miserable …. What to do?
  7. \
  8. A slide on a startup as a fractal of experiments?
  9. Add one slide before this one – our purpose
  10. Alignment on how all of our work ties together.
  11. A great lab all rows in the same direction – inspiring to know how my goals align to everyone else and to overall objective, mission and purpose. Need to constantly remind people of this.
  12. My experience in the lab – unclear of what was really going on. Rumors, wondering, assumptions, distrust. Keeping everything in, I didn’t know where I stood with respect to performance and had no outlet that made me feel safe to share concerns, goals or questions
  13. So when building my organization, I started from a point of rapid transparency