I recently was asked to submit my thoughts on best practices for a major publication. The reporter wanted to know, how do you identify a best practice, what can you learn from your competitors, and once you identify what you think is a best practice, how do you go about effectively applying it? I thought I’d share my response here (even though it didn’t ever get published!).

You can, and should, know a lot of best practices. Competitors are rich with these (or maybe your own company is even richer), but how do you find them?
Organizations don’t do a good job of sharing the best practices going on right in their own backyards, either with themselves internally, or certainly externally. People, however, are the best mechanism for best practices. If you are hunting for them, all it takes is putting your radar up, putting yourself in the right place, and with the right company (I mean people), and following the principles of change management to draw the best practices out of your own organization, or bring a new one in.
Two main things you need to know: what’s normal/average vs. “best” (synonym for “innovative”), and the importance of asking the right questions when you suspect that you’ve found a best practices. Your goal is to harvest the information you need to take back to your organization and (hopefully) implement, as well as gain a “coach” or supporter in the original best practice team or company whom you can tap as you try to implement and avoid land mines. Finally, you want to “pay it forward” by sharing your successful implementation to others, through sharing internally, offering to assist, serving on external panels, writing articles, blogs, reports, and generally marketing your success and learning opportunities. It will make your company, and you, look good, as you’ll be the originator, or at least implementer, of a new best practice yourself!
Here is an elaboration on these principles:
1. Best practices are exactly that – you are looking for the “best”, the most innovative, the most unusual or leading-edge. In order to find these, you need to know what the “usual” is – i.e. the norm – so you can compare. This means staying current and doing your research on the internet, publications, webinars, etc. You have to know what you’re looking for, and need to have your finger on the pulse of your market or specialty enough that you can make a case for the practice. See questions in #3 that can help you ferret out the good stuff.
2. Go to conferences that are specific to your industry, trade, or professional title, and seek to attend panels that feature companies (like or different industries) speaking about their internal practices. Connect with them afterwards, introduce yourself and ask if they wouldn’t mind serving as a resource, and set up a follow-up meeting to delve deeper into their experience. Suggest that they bring anyone to the meeting from their side who can elaborate/fill in the blanks or provide texture, and think about who you might include from your organization, so that you have a second pair of ears, or a second interpretation of what you learn.
3. These are some questions to ask your contacts to discover these unique stories and drill down into why they’ve been so successful:
4. Application: as with any change, you’ll need to ensure that whatever “best practice” you introduce to your organization is set up for success. Consider the following change management best practices:
Remember that executives are very competitive, peer to peer, about their companies and their companies’ practices. If you can put your company “on the map” with a best practice (even if you got it from somewhere else!), you’re not only ensuring your company’s success, but your own.
To share a best practice with us, click here.