【今日语录】12月3日

 

随着中国大环境的不断变化,外国人在中国的形象亦发生着变化。那些带来核心科技和创新的外国友人,他们为中国的发展做出了贡献并受益于此。同时,中国还将为他们提供世界领先的实验室,让他们取得超越本土国家所能实现的进步并且创造双赢,外国友人亦将受到尊重。

【今日语录】November 22nd

As the China context continues to evolve, the profile of the foreigner in China will also evolve. Those who will contribute to and benefit from China’s development will be those who bring hard-core knowledge on science, technology and innovation. And China will offer the world’s leading laboratory for these people to make progress perhaps beyond what they could have in their home countries. It will create win-wins. These foreigners will be respected.

【今日语录】11月15日

历经十多年在无线互联网上的不断创新,中国现在已经进入了一个以5G、AI、区块链和云计算等新的颠覆性技术为代表的新技术时代。再加上政策和法规的不断变化以及需求模式的变化,我们预期会出现更多的技术创新。新的玩家将在此过程中涌现,包括外国和本地的企业,它们将共同创造更多的竞争和合作的机会。因此,我们可以期待一代又一代更具创造力和竞争力的参与者在适当的时候出现,从而进一步发挥中国未来作为创新中心的角色。

【今日语录】9月13日

战略第三条路,我称之为「适时的连续跳跃」。中国不少企业,包括西方后来比较成功的企业,亚马逊、谷歌等等,他们并没有按照上述的理论的一或二去做,而是走上了战略的第三条路,即在机会出现与自己能力之间做一个比较与博弈。一开始的时候进入某个行业建设了某一些能力,当新的机会出现,你可能没有足够能力进入新的行业,但你会判断这个机会值不值得跳过去,尽管我没有足够的能力。

【今日语录】7月8日

需要对「二元三层」模式的各个组成部分进行不断地重组和调整,才能使之奏效。这种模式本质上是试验性的,要求相关参与者具有很强的整体协同能力,秉承共同的目标和价值观。因此,「二元三层」模式具有一种与生俱来的自我调节能力。

【今日语录】7月7日

“有人把这种方式称为‘举国体制’,可以针对一定的目标和目的,在全国范围内调动资源。这种体制是基于所有参与者的集体责任感与个人主义之间的讲究实际的平衡感而建立的。虽然国家强调集体的目标感和责任感,并通过国有企业为人民和企业提供必要的公共产品,但企业家源于自身想法而在不违背国家引导的、基于规则的秩序下所获得的成功是被允许和鼓励的。

有些人将这种体制归因于中国的历史文化而造成的。在这种文化中,中国的知识分子分担着一种集体责任感,这种责任感来自广泛而多样(以汉族文化为中心的)的思想谱系,在后来与来自佛教输入思想相互融合后的中华文明中。这种思想与现代中国的目标和治理体系相互结合,以某种方式创造了一种兼顾集体利益和个人追求的包容性文化。

这无疑导致了前所未有的大规模的、充满强度、速度和弹性的创新与发展。创新已成为中华文化的重要组成部分。”

【Quote of Today】July 1st

“Some people call this approach a “Whole Nation Approach” (举国体制) that can mobilize resources across the entire country against a certain objective and purpose. It is based on a sense of pragmatic balance between a sense of collective responsibility and that of individualism on the part of all involved. While the state drives a sense of collective purpose and responsibility, through SOEs, it provides necessary public goods for citizens and businesses, entrepreneurs based on private initiatives are allowed and in fact encouraged to succeed against a certain state-driven rules-based order.

Some people attribute this to the historical heritage of China where the literate shared a sense of collective responsibility that comes from a lineage of vast and multiple strands of thought, mostly in the (Han-centric) Chinese civilization that later inter-mixed with imported thoughts from Buddhism. This coupled with the purpose and governance system of modern China has somehow created an inclusive culture that addresses both the collective interest as well as individual pursuits.

This has no doubt resulted in the massive and unprecedented intensity and pace of innovation and development, as well as resilience. Innovation has become an integral part of the Chinese culture…”

【今日语录】6月30日

在中国内地表现比较出色的企业一般来说拥有较好的战略思维,而这种思维往往是在一段较长时间之内摸索和发展出来的。相对而言,香港的企业比较缺乏类似的战略思维,不少只是依靠半市场、半人为创造的「定位结构优势」或透过「做刁」来赚钱的。

有没有战略思维是主要分别内地企业和香港企业在过去几十年来此消彼长的最根本原因,而并不是如一些人简单的解释,如「内地市场比较大」、「内地做生意凭关系、走后门」等。

【今日语录】6月22日

“从华为作为一家公司和任正非作为一领导人来看,在新时代格局中所需要的领导者并非如某些人所推崇的《君主论》中的马基雅维利,亦非另一些人所讲的温文儒雅的“好人”, 每件事都以“利他”为依归。

主导战略第三条路的领导者,不应有害人之心,但亦不可不怀防人之意。他一方面永远都心怀忧患,无时无刻都在想能不能“活下去”,不会片刻安逸下来。另一方面却不断寻找下一个能或被逼必须要跳越过去的机会。这种能力必须透过深厚的知识、预判能力和全球视野才能有机地产生出来并能于组织内转化为组织的恒常能力。”

【今日语录】5月18日

因为地缘政治、政策、科技和其他因素,企业要考虑更多和更复杂的战略问题。在不少的问题上,要考虑的领域已经超越了企业本身的认知。不单外企如是,內企亦是如此。況且要充分剖析新的问题时,过去的简单思考框架巳经不再完全适用。百年未见的大变局驱使企业新战略思维的产生。

【今日语录】4月23日

“中国将会进入一个崭新时代。那就是生态文明时代。在经历了四十多年的改革开放,从无到有、从来料加工到全球供应链中心、从粗放到较精密、从抄袭到创新、从均贫到脫贫和四亿中产阶级、从全国少量城镇到城镇化再到乡村振兴、从封闭到开放、从自力更生到全球化、多边主义、人类命运共同体。下一步是什么?它將是生态文明、持续发展、天人合一。这一步中囯将会担任领导角色。继往开来,华夏文明数千年来就是在此神州大地养活大量华夏人口,所遵循的本来就是持续发展、本质上是生态文明。驀然回首,那人正在灯火栏栅处。”

【Quote of Today】April 16th

China provides a massive platform for companies to innovate and compete. New and creative corporate relationships are being created for gaining new competitive advantages. Competition will breed the best and the best will become even better.

【Quote of Today】April 15th

“I would compare the new auto landscape in China with the Warring States period in the Chinese history. A multitude of players each looking out to increase its influence and dominance over others. As such, a burst of new strategies, most notably the notion of “vertical and horizontal alliances” (合纵连橫 )emerged and was widely practiced. It was also a period of profilc thought leadership on different ideas and philosophies, laying the thought foundation for China for many millennia to come.

Collaborations and competition in an intensively disruptive environment on top of the world’s largest platform, aided by a highly effective governance model. The conditions for an outburst of more innovations, corporate formations and new basis of competitive advantages are in place.”

【今日语录】1月13日

高端战略咨询顾问的工作是为客户解决他们最棘手的问题。今天对企业影响最大的驱动因素不只是来自于它所处于的行业里,更重要的往往采自于行业之外,特别是地缘政治、国家政策、国家相对实力等方面。因此客户最需要的顾问是T 型或丌 型的顾问。不单有深度亦需要有广度。可惜大型咨询公司们老早就分开工去,把合伙人们按行业或功能分成不同的”小微”。专可能是专,但广往往不够。所以许多客户用完这些咨询公司往往有些失望,觉得他们不接地气。高端战略咨询的需求庞大,但供给倾出了问题。大数据是不能完全代替这种复杂的工作的。

【今日语录】12月30日

管理咨询是一项专业,建立于价值观和传承之上。今天中国的咨询行业龙蛇混杂,水平参差。主要的原因是许多人并不是正途出身,没有受到正确的熏陶。袋里有什么药就买什么药。如果不明白做咨询最基本的价值观,咨询永远不会做得好。

【今日语录 】12月12日

许多人问我如何才能成为好的咨询顾问。他们期望我说:要聪明、有逻辑性、能分析等。一部分会期望我说要有团队精神。当然这些条件都是需要的,但它们只能是必要 (necessary) 却不是穷尽 (sufficient) 的原因。最关键的条件其实是责仼心。是对工作负责,定必要在计划内的时空里完成高质量的工作。责任心源自于同理心。更准确的说:对客户的同理心。客户交付了重任给你,你将客户的利益放在首位,自然同理心便会出现,责任感亦随之而来。

【今日语录】12月10日

在高端咨询工作中,最过瘾的阶段是 problem definition。越复杂越不确定越好玩。因这个过程是要考功夫的,需要在貌似浑沌、无棱两可中找出套路来。咨询顾问开始时可能会不知所措、有所恐惧。但只要坚定的抓住重点,回归第一原则,有效利用适当分析框架来分析问题,仔细聆听客户和其他信息来源的输入,团队集体合作,众志成城,你会发觉在某一天某一时刻,你会茅塞顿开。你的 Eureka moment 便已到达!

【今日语录】12月03日

咨询是一个学习的好地方。你可以遇上很多不同的客户,从他们身上观察到不同公司和个人的情况。有管理良好的、亦有管理不善的。有扁平开放文化的、亦有官僚封闭的。有卓越领导能力的、亦有不知所措的老板。林林总总,看多了,你便能知道企业世界中多样性的存在。久而久之,你便能更有能力辨别出什么是真、什么是忽悠,什么是可持续的、什么会是昙花一现;谁是真正有料的、谁是南郭先生。

【今日语录】11月25日

许多人以为 “无限的游戏” 代表将业务边界无限引伸,亦即无序的多元化。其实 “有限的游戏” 是指在特定的时空里,界定好的游戏规则下进行竞争,首要的目标是要打败对手。”无限的游戏” 的时空却可特定或不特定、游戏规则可特定亦可不特定、边界可特定亦可不特定。目的不一定是要打败对手,更是要追求更高的理想,超越简单物理的目标。懂得怎样玩无限的游戏的企业领导者是真正的智者、艺术家。

【今日语录】 11月19日

真正优秀的咨询顾问是社会中精英的精英,是 1%。这1%代表能力、视野、学问和态度。但他却属于社会的99% 的。优秀顾问不能 “离地”。必须与社会融合,通过工作特别是思想领导力和对客户的亲和力,为 99% 增值。

【今日语录】11月6日

出色的战略咨询顾问一定是思想领导者 (thought leaders)。 关键词是思想。思想是如何建立起来的?它是透过长时间对周围的事物作出观察、分析而出来的,没有任何捷径。通过第一原则的分析,了解事物的本质,而不人云亦云。同时透过适当的分析框架和架构将众多的信息点系统性地整合到面上,甚至立体或超立体。本来貌似无序的数据突然好像变成有序了。如果你能持续地做到这样,恭喜你!That’s thought leadership!

【今日语录】11月1日

高端咨询除了是一个学习如何建立专业态度和精神的地方之外,它亦是给予个人在能力方面进行修练的地方。不单只是知识而已,更重要是培养如何在高度不确定、快速变化、模棱两可的情况中能够解决难题。这种能力只是可意味,而不能写在任何天书里的。但当你体会到你本来面向无名的恐惧感有一天你发觉已经具有足够信心可以克服了,你已经在高端咨询工作里取得了金矿。你已是富者。

【今日语录】10月31日

在高端咨询领域里,没有人从一开始就会知道问题的答案是什么。解决难题是一个过程,需要所有相关人士参与,包括咨询团队各员和客户。突破的想法往往都透过讨论而产生的结果。每个参与项目的团队成员都有责任和义务积极参于讨论,为寻找事实真相作出贡献。It’s our job!

 

【Quote of Today】September 26th

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From fringe to core and from core to fringe. A simple but powerful concept that was built on the Multiple Jumping strategy framework. We introduced this concept in 2014. New innovative ideas often begin at the fringe of a company’s business. When it grows, it often would move into the core of the company and become the mainstream. In some cases, companies would reinvent its original core business to make it great again. At some other times, however, the importance of the original core will diminish and eventually become a fringe business. This can be an ongoing cycle that goes back and forth for many times. And therefore at heart it’s dynamic strategy with duality as its nature.

【今日语录】 9月23日

What is your Right-to-Win? 你凭什么赢?这是所有企业在考虑战略问题时必须回答的问题。你凭什么赢是靠你的与众不同和能足够防御竞争的一套能力(a set of differentiated and defensible capabilities). 这些能力可以自生亦可从生态伙伴中提取,但必须符合上述两个条件。许多企业或其咨询顾问缺乏严谨考量,没法将 Right-to-Win 正确地定义,以致战略无效。

 

【今日语录】9月20日

企业战略里的一个核心问的问题是:”你凭什么赢?” (What is your Right-to-Win?” 即是你有什么独特的能力是比你的竞争对手更强的?㫫然,这是核心竞争力理论的延伸。在西方,特别在美国,企业领导者往往会从过去式来判断他们的能力在那里。在今天快速变化的时代裡,这当然是不足够的。关键不是你目前能力如何,而是你能在有限时空内通过什么方法来建立你的独特竞争优势。熟悉吗?这就是”战略第三条路” 的核心理念。What is your Right-to-Win?

 

【Quote of Today】 September 17th

The Resilient Organization. This organization is flexible enough to adapt quickly to external market shifts, yet it remains steadfastly focused on and aligned with a coherent business strategy. This forward-looking organization anticipates changes routinely and addresses them proactively. It attracts motivated team players and offers them not only a stimulating work environment, but also the resources and authority necessary to solve tough problems.

 

【今日语录】8月29日

做好咨询必须拥有将客户利益凌驾于首位的情怀。对客户有着强烈的同理心。特别是客户将他们最棘手的问题托付给你的时候,你必须尽你的能力去协助你的客户。做不到的就不是称职的顾问。

【今日语录】8月22日

战略咨询与市场调研有着本质的差别。市调是找数据或信息,从下而上。战略咨询是解决难道,从上而下,再从下而上。往往几上几下才能找到答案。有市调背景或思维的必须将它 unlearn。 否则他/她必定不能做好战略咨询的工作。

【今日语录】8月21日

有人说组织要像水,但水没有宏观架构,这样的组织有可能吗?应该说组织应该具有韧性调节的内在能力。它必须具有必要的柔性,同时亦需要必要的刚性。这是博斯艾伦组织 DNA 理论的核心。世上所有事物都是二元 Duality 的。

【Quote of Today】 August 16th

Innovations and entrepreneurship have become core to China’s culture. Young people from all over are trying to become successful. Many will fail and they know but a small number will make it. A small % of a large number is a large number. And the ones who make it will become role models for others.

【今日语录】8月5日

咨询的关键是quality。这包括质量与素质。优秀的咨询顾问确保工作的质量做到极致。这需要他本身拥有良好的素质。多读、多思考、沉下来,心要静。凡事以客户为中心、以团队精神为纽带。

【今日语录】7月22日

多级跳是当今时代企业发展战略的重要指导框架。但多级跳并不是盲目的乱跳,甚至不是从某业务跳到另一业务而已。成功的多级跳战略者首先是对未来的主要发展趋势产生㓊察,然后从洞察之中发掘了能够改变或可创造游戱规则的机会。跳或不跳是基于战略者对机会带来的机会大小与自己目前能力的对比中作出比较后的判断的结果。

Quote of Today (March 31)

In every consultant, there are bits of being a problem solver, a reporter and a process manager. The way these attributes manifest depends on the person. Most consultants believe they are problem solvers. In reality, lots are more inclined towards the latter two attributes.

Quote of Today (March 28)

“Like himan, organizations are driven by their subconsciousness. ‘Business as usual’ is the norm. That’s why many co’s can’t cope with today’s fast-changing environment. The leader’s job is to raise the level of consciousness of the organization so it’s fully alert.”

Quote of Today (March 27)

“The basic requirement of a qualified consultant is to excel in three types of leadership: Thought Leadership, Client Leadership and Team Leadership. Deficiency in any one of these dimensions would make a consultant incomplete.”

Quote of Today (March 22)

Everything in the world is a duality (underpinned by a union or non-duality). Sun and Moon. Yin and Yang. Order and Chaos. Intellect and Creativity. Strategy and organizations all manifest in terms of duality. The best problem solvers are those who are aware of this and can consciously balance the forces within the duality in a dynamic manner.”

Quote of Today (March 21)

With major disruptions taking place on both the demand and supply side epitomized by technological changes, massive market scale and gradual retorms, China has become the world’s leading business laboratory. The country has transcended its identity as a market or a manufacturing and supply base, it has become a definitive source of cutting edge intellectual capital on strategy and business. The radiation of that source to rest of the world will impact how executives, investors, academics and professionals expand their thoughts on businesses.

Quote of Today (March 20)

Organizations are consisted of people. While most people are disillusioned by what their mind tell them, the same thing happen in organizations but with a much bigger scale. This is what we call “organizational subconsciousness.” Left to its own course, this could be dangerous and could lead an organization to deprivation. The job of a leader is to lead the organization to build and sustain its “organizational mindfulness.”

Quote of Today (March 15)

Quantum physics tells us that the world is not entirely physical nor entirely deterministic. Same applies to organisations. While there are physical and deterministic aspects to an organization, there are also non-physical and probabilistic aspects. Leaders must understand this in totality and incorporate this understanding in leading an organization forward.

【今日语录】3月14日

有人说:“我们已经不是咨询公司,而是伙伴公司。” 哦。正确的咨询是专业而不是生意;以客户的价值放在最重要的地位。咨询顾问与客户的关系是一种共生的关系,而不是一项买卖。所以咨询顾问就是客户的伙伴。咨询公司亦即等于伙伴公司。

Quote of Today (March 1)

Problem solving is both a leap and also iteratiions. It’s a leap because at all times, a consultant needs to have clear hypotheses of what the answers to the problem ought to be. However, the hypothesis by definition would evolve as the consultant gathers data and carries out analyses along the way. At any given point in time, the consultant needs to have a vision of what the end answer would be. Usually that vision is pretty blurred at the beginning but as data come in, it would become clearer. However, with more data, newer vision would emerge and that is often blurred. It will become clearer as more data come in. This cycle of iterations will go on for a number of times till an acceptable picture evolves. That picture may have some resemblance with the original hypotheses but often there are plenty of differences. Leaps and iterations are the intrinsics to first-principle problem solving.

Quote of Today (February 28)

For a long time, mainstream strategy thinking says a company should seek an advantaged position in their industry based on their core competences and that would be fine. End of story. Some people call this holy grail “Positioning.” But is it? Business is always dynamic. That a static positioning that can guarantee a long-term success doesn’t make much sense. This limitation is exemplified by the increasingly fast speed, high volatility and heightened uncertainty of the operating environment. And industry boundary is constantly being redefined. So today’s strategy must be dynamic in nature and should be based on a continuous balance between opportunities and capabilities; chaos and structure; self-built and collaborative partnerships. A corporate leader’s job is to ensure that the right balance can be made along the way with the right rhythm.

Quote of Today ( February 27)

As consultants conduct problem definition, they also need to go through the entire thought process to address the problem. Problem definition goes first but inevitably its process is somewhat iterative. Thought process development proceeds commensurate with the problem definition process. Without a complete and appropriate thought process up front, many consultants would waste their time along the way. Worst, ultimately they are not able to adequately resolve the client’s problem for the client.

Quote of Today ( February 26th)

Problem solving is done in two ways. The first is based on expertise or experience on addressing similar issues. The second is to resort to first principles, going back to ask the most fundamental questions regarding the problem on hand. In reality, actual problem solving includes a combination of both, but the balance may differ. Expertise or experienced based problem solving is typically more efficient but could become linear and in-imaginative. First principles problem solving is needed to address ambiguous and fluid issues but could take more time. A good problem solver can master both and knows under what conditions what ought to be the optimal balance between the two approaches ought to be. And, adjust along the way.

Quote of Today (February 25th)

Where there is “core”, there is also “fringe.” That’s one way of how duality manifests itself in companies. While for a long time – and still today – consulting firms and many academics advocate “focus” through “core competencies,” the rise of successful businesses like AWS have shown the power of “from fringe to core.” So while there is “core competence”, companies also need to understand the power of “fringe competence.” The two go hand in hand.

Quote of Today (February 14th)

The boundary of a company’s business is a function of opportunities versus the company’s capabilities. As such, it’s dynamic. Of course, one doesn’t change its business boundary every day; however, a mechanical “focus” approach that never adjusts one’s business boundary may also not be that appropriate. The job of the company leader is to know how to consciously evaluate the trade-offs between opportunities and one’s own capabilities and decide if one needs to “jump over” to grab the new opportunities or not. Capability gaps can be filled along the way through self built and/or collaborative partnerships through ecosystems.

Quote of Today ( February 11th)

Like individuals, every organization has a character. Or personality. More fundamentally, it’s about “Who are you?” Lots of companies put their “vision”, “mission” or “values” which are crafted in plagues in the most visible locations. But do people really believe in them and internalize them in their daily behavior? Often not. Many companies do not have a clear sense of who they really are. They let their subconsciousness lead their behavior and end up being disillusioned. And eventually lose their direction and are trapped.

Quote of Today ( January 29th)

All organizations consist of opposite forces. When there is black, there is also white. Same for yin and yang. And structure and chaos. But each of these forces won’t be able to manifest itself without the other. No one knows what black is without knowing what white is. And vice versa. Ultimately, what’s apparently opposite is actually one of the same. Or the Oneness. The job of the leader of any organization is to help the people to see through the illusion of the duality and get to the real core of the non-duality or the oneness. When an organization gets the notion of oneness, it’s consciousness will manifest and it will know what, how and how fast to navigate in the most natural way.

Quote of Today (January 23rd)

We often say we do “projects.”  More appropriately, however, we should say we undertake “engagements.”  Projects signify a transaction. Engagements stand for symbiotic relationship that goes on.  It stands for mutual commitment.  And the relationship extends beyond the contractual duration.

Quote of Today (January 18th)

Consulting should be non-hierarchical, collegial, meritocratic and team-based. Consulting is best conducted through conversations in which both consultants and clients engage in seeking truths. A good consultant is one who can lead the team and client in the discovery process from ambiguity to clarity, from unknown to known, from little logic to logical, and from little consensus to alignment. And ultimately enlightened client and team.

Quote of Today (January 17th)

Consulting is a marathon not a hundred meter dash. So consultants should pace themselves. Don’t kill yourself by keeping on dashing. Take time and relax. Sometimes get totally out of the rat race for a while. You will see your mind would work better that way. Also your health.

今日语录 (1月7日)

“祸兮,福之所倚;福兮,祸之所伏。孰知其极?其无正也。”从现在看来,2019年好像不太乐观,但它亦可能是新一轮发展的开始。所有世事都有二元力量同时存在,领导者必须在二元力量之间不断动态调整,管理企业亦需如是。

有点时间的话,大家不如用来读读书,增加一点知识,想想问题,有时快即是慢,慢亦是快。笑傲江湖。机会是给予有准备的人的。