#023 Harnessing shared leadership to improve strategic coherence | Jordan Ludlow
18 July 2022 · 30 min · as at 2022-07-18
Petro du Pisani (host) · Jordan Ludlow (guest)
Listen to the episode on iono.fm · MP3
About the guest
Jordan Ludlow
managing director · Tradereach · Durban
Completed a BSc honors in biochemistry and a postgraduate diploma in business administration at UCT; worked ten years at British American Tobacco in consumer marketing, product development, blending and trade roles; now MD in FMCG logistics.
In Jordan's own words:
“I studied a, a BSc, and I completed a BSc honors in biochemistry a long time ago. I've since gone on to study a postgraduate diploma in business administration at the UCT,”
“I started with British American Tobacco, post studies. I've worked in, for them for ten years in consumer marketing, product development, and blending, and various trade roles.”
“And I am now working for a retail, specialist retail asset management business operating in the FMCG logistics industry. I'm currently the MD at that business,”
Guest details come from the published episode notes or the guest's own words in the episode.
Episode analysis
Analysis by AI, drawn only from this episode; every point links to the moment it rests on.
Host Petro interviews fellow UCT EMBA graduate Jordan Ludlow, MD of a specialist retail asset management business in FMCG logistics, about his research on improving strategic coherence. Jordan describes how complexity theory shifted him from seeking a single truth to accepting he need not have all the answers, his two-stage action research with fourteen interviews and constructivist grounded theory, and three findings: shared leadership, the pull of social constructs such as culture and habitus, and human agency. He explains how he applied this by reshaping strategy practice with OKRs and regular meeting rhythms, and urges leaders to surface unwritten organisational rules.
Key ideas
- Jordan argues that complex, emergent challenges mean knowledge cannot sit only in the leader's head, which freed him to accept uncertainty and draw on others' perspectives. [03:11]▸ [03:46]▸ [03:59]▸ [04:03]▸
- Drawing on Johan Strumpfer, Jordan describes moving from first-order (design the outcome) to second-order organisation (design the rules), allowing high control through alignment alongside high autonomy. [08:01]▸ [08:24]▸ [08:24]▸
- Jordan's research found three antecedents of shared leadership: shared purpose, social support and voice. [12:56]▸ [13:32]▸ [13:53]▸
- Jordan found culture, habitus and power dynamics such as proximity to leaders led people to make decisions they did not think they should make. [09:52]▸ [12:56]▸ [15:04]▸ [15:47]▸
- Jordan says shared, distributed leadership works best where work is interdependent, creative and complex, as strategic work is. [17:49]▸ [18:39]▸ [19:10]▸
- Jordan holds that enabling individual agency through meaningful autonomy is crucial for high-performing organisations. [17:01]▸ [17:05]▸
- The host adds that every person shapes culture, and that changing an organisation's story requires first understanding the stories it has told itself. [24:42]▸ [24:51]▸ [28:54]▸
Jordan's reshaped strategy practice
- Ensure alignment and access to information.
- Create a space for debate.
- Build shared understanding of the context and what the team is going after.
- Empower individuals to take accountability, with clearly defined outcomes in granular OKRs.
- Establish consistent quarterly, monthly and weekly strategic meeting rhythms with key stakeholders.
As described in the episode: [22:25]▸ [23:12]▸ [23:49]▸
Lessons
- Jordan suggests leaders do not need all the answers; people least expected to contribute may add value by seeing the problem through a different lens. [04:05]▸ [26:07]▸ [26:20]▸
- According to Jordan, leaders initiating change should make the unwritten rules and social constructs explicit rather than ignore their power. [26:58]▸ [27:29]▸ [27:29]▸
- Jordan reports that moving strategy from ad hoc practice to set rhythms, OKRs and transparent information improved collaboration, ownership and sense of purpose. [22:25]▸ [23:49]▸ [24:13]▸
- Jordan notes response speed to change is hard to achieve under a traditional hierarchical model. [06:49]▸
- The host argues command and control has a place in emergencies, but productive work needs everyone to have a voice. [21:48]▸
Who it's for
Managers and executives in operational or hierarchical businesses considering shared leadership, leaders trying to improve strategy execution, and EMBA or business research students interested in action research and constructivist grounded theory.
Facts stated in the episode
- Jordan worked at British American Tobacco for ten years. [01:25]▸
- Jordan conducted fourteen interviews of about an hour and a half each. [11:35]▸
- Interviewees ranged from people with twenty years' tenure to two years, and saw the same things. [28:06]▸
- Jordan's research used two-stage action research and constructivist grounded theory. [10:41]▸ [12:08]▸
- Jordan's research title concerned a theory for improved strategic coherence, exploring leadership practice and the social constructs of culture and habitus. [07:28]▸
Questions this episode answers
- What is strategic coherence in an organisation?Jordan describes it as a mutual understanding of an organisation's direction across multiple levels, so people can make the right decisions in their daily work rather than just churning. [17:49]▸ [19:10]▸
- What are the building blocks of shared leadership?Jordan's research identified three antecedents: shared purpose around collective goals, social support where team members give each other emotional and psychological strength, and voice, meaning input into how the team carries out its purpose. [13:32]▸ [13:53]▸
- When does shared leadership work better than command and control?Jordan says it tends to have better outcomes where work is highly interdependent, requires creativity and is complex. The host adds that command and control still suits emergencies. [18:39]▸ [21:48]▸
- How can organisational culture hold people back?Jordan found culture, habitus and proximity to leaders pushed people into decisions they didn't think they should make, limiting their perceived capacity for action. [15:04]▸ [15:47]▸ [28:28]▸
- How do you apply shared leadership to strategy in practice?Jordan focuses on alignment and access to information, space for debate, shared understanding, accountability via granular OKRs, and consistent quarterly, monthly and weekly meeting rhythms. [22:25]▸ [23:12]▸ [23:49]▸
- What research method did this EMBA project use?A mixed methodology: two-stage action research with fourteen interviews of about an hour and a half plus follow-ups with executive leadership, analysed using constructivist grounded theory. [10:41]▸ [11:35]▸ [12:08]▸
- Can you have high control and high autonomy at the same time?Jordan argues yes, if control takes the form of alignment between parts rather than traditional control, with frameworks that help people understand how and why they make decisions. [08:24]▸ [08:24]▸
- What should a leader joining a new organisation watch for?Jordan advises recognising unwritten, embedded rules no one talks about and not negating the power of these social constructs when trying to initiate change. [26:58]▸ [27:29]▸
In their own words
Longer stretches of the conversation, word for word from the transcript, turn by turn.
From single-truth analyst to comfort with uncertainty
Note (AI): Jordan explains how complexity theory changed his view that a leader must hold all answers, the shift that underpins his later research.
Jordan Ludlow, guest · [03:11]I think for me, coming from my traditional science background, I really was very heavily skewed towards an analytical, the pursuit of a single truth and a solutions-driven sort of determinist mindset where I really wanted to Have a high degree of certainty in my decisions. I wanted to be able to analyze data and make one single decision, which was that objective truth and that perfect way forward. And …
Read the full passage (270 words, 03:11–04:52)
Jordan Ludlow, guest · [03:11]I think for me, coming from my traditional science background, I really was very heavily skewed towards an analytical, the pursuit of a single truth and a solutions-driven sort of determinist mindset where I really wanted to Have a high degree of certainty in my decisions. I wanted to be able to analyze data and make one single decision, which was that objective truth and that perfect way forward. And that for me was probably the greatest learning from the MBA journey. It really challenged that like fundamental worldview. Things like complexity theory, you know, really helped me to understand that there are such complex and emergent challenges for today's organizations that the, the knowledge can't simply be in the head of the leader. And that was quite liberating for me, understanding that as the leader, you don't have to have all the answers. And what that did for me, it paved the way to firstly be a lot more comfortable with that uncertainty and have a little bit more patience to allow patterns to emerge as I sort of probe things. It also allowed me to really embrace Multiple perspectives and really like leverage the diversity of the people around me and, you know, their own lived experiences and the lenses with which they viewed the same problems that I was seeing. And that really was probably my single biggest learning, really a fundamental change in the way that I viewed the world. You know, the relational elements and the dimension of, of organizations really also resonated strongly with me, and I, I, I really, really enjoyed the course.
Why he chose meaningful autonomy as his research topic
Note (AI): Sets out the two principles behind the research: emergent organisational challenges and human-populated systems, linked to response speed under hierarchy.
Jordan Ludlow, guest · [05:38]So, you know, since, since my, my first position paper, I've really been fascinated with this sort of idea of Of real meaningful autonomy and how you actually create the conditions for this meaningful autonomy, for people to actually really take accountability for their own decisions. You know, I work in a very operational environment. There's a lot of day-to-day operational noise. And for me, as a leader in that …
Read the full passage (279 words, 05:38–07:23)
Jordan Ludlow, guest · [05:38]So, you know, since, since my, my first position paper, I've really been fascinated with this sort of idea of Of real meaningful autonomy and how you actually create the conditions for this meaningful autonomy, for people to actually really take accountability for their own decisions. You know, I work in a very operational environment. There's a lot of day-to-day operational noise. And for me, as a leader in that space, It was really around trying to understand how I can allow people to take some of that operational noise out of my day-to-day role so that I can focus on some of my key objectives, and, and really how do I empower them to actually do that. And that really was the starting point. And, and it really started in position paper one, and, and there was a, a very, very close thread through a lot of my position papers. And really it was on, on, on sort of two key principles. It was on, on the complexity, the emergent nature, and the challenges of organizations, and the fact that those organizations have to adapt to challenges that are only seen sometimes in the day-to-day work by employees. and, and often the success of those organizations is determined by the speed between when they detect an, an adjustment or a change, and the response that they take. And that response It's very difficult to get quickly if you are running an old traditional hierarchical model of working. And then the second element really was around the, the human populated systems as organizations, and how complex they are just because of all those worldviews and different ways of viewing.
Three findings: shared leadership antecedents and social constructs
Note (AI): The core research findings: shared purpose, social support and voice, plus how culture, habitus and proximity to power shaped employees' decisions.
Jordan Ludlow, guest · [12:56]My major learnings, and, obviously quite difficult to, to condense, this down into, into a short conversation, but there were three key ones for me. The first one was, was around shared leadership. In terms of how do you enable this, this new type of leadership, the shift from a traditional hierarchical, command and control leadership paradigm to this new way of leading in the world. And, and obviously that's …
Read the full passage (464 words, 12:56–16:08)
Jordan Ludlow, guest · [12:56]My major learnings, and, obviously quite difficult to, to condense, this down into, into a short conversation, but there were three key ones for me. The first one was, was around shared leadership. In terms of how do you enable this, this new type of leadership, the shift from a traditional hierarchical, command and control leadership paradigm to this new way of leading in the world. And, and obviously that's Was very much linked to the complexity, the fact that I wanted to try and empower people. So shared leadership really, for me, the three key ways or antecedents to shared leadership, which came out of my research, was how do you create shared purpose? So team members having similar meanings of the team's primary objectives and focusing on collective goals. How do you enable social support where team members provide emotional and psychological strength to one another, which improves the cooperation and a shared sense of responsibility for those outcomes? And then the third one is voice, the degree to which a team's members have input into how the team carries out its purpose. And those three were really, really important, and they came out very, very strongly in the research. The shared leadership is also very much like a relational dimension, and through exercising it, myself as a leader, and we'll talk about it a little bit later, has seen significant improvements in levels of strategic coherence within the organization. So that was the, that was the first learning. The second one was around the social constructs, culture, habitus, power. What I found through the research, and I had some ideas of it coming into the research about how strongly ingrained, the culture of the organization was, but it really, it really came to the fore when I started interviewing people, when they, when there was such a great degree of synergy between the different interviews. People were talking around characteristics like high energy, entrepreneurial, and impulsive culture, a culture of subjective decision-making, a culture dominated by informal and unstructured communication networks, and then very strong power dynamics in what people term proximity, how close you were to leaders or how well you engaged with leaders. That proximity had a very, very different effect depending on where you were in the organization and how close you were to some of the leadership team. And the research showed how markedly those Socially acceptable ways of practicing were impacting what people felt was available to them, and they were making decisions which they didn't entirely think they should be making, but purely on the back of, of the pressure of these social constructs, which were sort of just un, un, underneath, sitting underneath their action, and just slowly sort of manipulating how people behaved.
When shared leadership fits: interdependence, creativity, complexity
Note (AI): Gives the three work characteristics that favour distributed leadership and explains why strategy work was his focus.
Jordan Ludlow, guest · [17:49]So for me, that shared leadership concept really, really resonated with me. But, so I've really tried within my own sphere of influence to try and Make a concerted effort to shift from that traditional heroic hierarchical vertical leadership to a more shared leadership. But also, for me, there's like a pragmatic realization that the magnitude of the shift is really, really large. And there are certain areas that this …
Read the full passage (220 words, 17:49–19:29)
Jordan Ludlow, guest · [17:49]So for me, that shared leadership concept really, really resonated with me. But, so I've really tried within my own sphere of influence to try and Make a concerted effort to shift from that traditional heroic hierarchical vertical leadership to a more shared leadership. But also, for me, there's like a pragmatic realization that the magnitude of the shift is really, really large. And there are certain areas that this type of shift to a more shared, distributed, collaborative leadership is more beneficial for an organization. And, you know, there's, there's three areas from the research that I did, which if those characteristics are present in the type of work you're doing, there's a significant chance that a more shared, distributed leadership will have much better outcomes. And that's really around the, the level of interdependence in the work that you're doing. The degree to which it requires creativity and the complexity of that work. And for me, strategic work exhibits each of those three characteristics. And that's really why our foundation for me was around how do you create strategic coherence, a mutual understanding of an organization's direction amongst multiple levels of an organization so that people can make the right decisions in their day-to-day work and progress the organization forward, as opposed to just keep moving and churning.
Reshaping strategy practice with OKRs and meeting rhythms
Note (AI): A practical account of how the research was applied: alignment, debate, accountability, granular OKRs and fixed meeting cadences, with reported results.
Jordan Ludlow, guest · [22:25]Very much so. And, and, and that's why I sort of found that the, the practical application for me has been very much in the strategy space. So I've reshaped the way that my organization, because I've got, I've got the ability to influence that quite heavily, I've reshaped sort of the way that we, we practice strategy. and I've really tried to harness this more collaborative, shared, distributed leadership …
Read the full passage (301 words, 22:25–24:27)
Jordan Ludlow, guest · [22:25]Very much so. And, and, and that's why I sort of found that the, the practical application for me has been very much in the strategy space. So I've reshaped the way that my organization, because I've got, I've got the ability to influence that quite heavily, I've reshaped sort of the way that we, we practice strategy. and I've really tried to harness this more collaborative, shared, distributed leadership to try and create alignments and try and get a structural framework of transition rules, which allow those people, that are, that are within that strategy space to exercise true and meaningful autonomy, when they go about their daily work. And, you know, for me, some of the key elements, and they're quite simple, really, is, is around just alignment and access to information, which we, we often forget about. It's, it's about creating a space for debate, building shared understanding of the context and what we're going after, you know, what really are we going after. It's, it's about empowering individuals to take accountability to deliver. We've got really, really clearly defined expected outcomes in granular OKRs now from a strategy perspective with the priorities that we're setting. And then another key thing for me has been establishing consistent strategic meeting rhythms. We had a very much a, a ad hoc way of practicing strategy, and we've, we've now got into quarterly, monthly, weekly meeting rhythms, key stakeholders, granular OKRs, absolute accountability, full access to transparent information. And we've been running it since Since late last year, so, we're now into the fourth quarter that we're running it, or third quarter that we're running it, and I think I am seeing some significant improvements just in terms of the collaboration, the ownership, and a sense of purpose amongst the team.
Key message: unwritten rules beneath every organisation
Note (AI): Jordan's main advice for leaders entering or changing organisations: surface the embedded social constructs before trying to change behaviour.
Jordan Ludlow, guest · [26:58]I think for me, the key take out from my research, and, and, and I've gone through the shared leadership and, and, and other elements, but for me, the key take out from my research was we need to understand that organizations have this history, this, this incredible memory that sits underneath them, and As leaders, we need to really understand, especially if you're moving between organizations or you go …
Read the full passage (293 words, 26:58–28:40)
Jordan Ludlow, guest · [26:58]I think for me, the key take out from my research, and, and, and I've gone through the shared leadership and, and, and other elements, but for me, the key take out from my research was we need to understand that organizations have this history, this, this incredible memory that sits underneath them, and As leaders, we need to really understand, especially if you're moving between organizations or you go into a, a, a new organization, is that there are these unwritten rules which are firmly, firmly embedded, and no one talks about them. But when you come in and you want to try and initiate change or, or get people to perform their duties in a different way or think differently, that We mustn't negate the power of that underlying, those social constructs that sit underneath the organization, and only through really trying to make them explicit will we start to understand them, as I, as I did now. When I presented my research, no one really thought about, about these things when I presented them back, and they were so, there were such common threads between the fourteen interviewees, from the people that had been there for twenty years to the people that had been there for two years, were seeing exactly the same things, and they were seeing so many positives about them, but they were also seeing in what context there can be negatives about them, and that would really be, that, that was my key learning and the key take out from this is don't forget about those social constructs and their ability to actually influence what people perceive as what type of action they can take and their capacity for action, because they can be very limiting.
Quotes
“the knowledge can't simply be in the head of the leader.”
“understanding that as the leader, you don't have to have all the answers.”
“it creates an environment where you are able to actually have both high control and high autonomy.”
“people really are looking to make a meaningful impact in their daily work.”
“the whole message we have at the moment is that we are culture. I am culture, okay?”
“someone that, that Might actually be the least likely to come up with an unbelievable answer and to give me a different perspective and to add value to a conversation, can add value to a conversation simply because they're looking at it from a completely different lens.”
“there are these unwritten rules which are firmly, firmly embedded, and no one talks about them.”
“don't forget about those social constructs and their ability to actually influence what people perceive as what type of action they can take and their capacity for action, because they can be very limiting.”
What was said, by topic
Career background
“I studied a, a BSc, and I completed a BSc honors in biochemistry a long time ago. I've since gone on to study a postgraduate diploma in business administration at the UCT,”
“I started with British American Tobacco, post studies. I've worked in, for them for ten years in consumer marketing, product development, and blending, and various trade roles.”
“And I am now working for a retail, specialist retail asset management business operating in the FMCG logistics industry. I'm currently the MD at that business,”
EMBA journey
“I wasn't looking Or something that would enhance my own technical capabilities or competencies, I was looking for a far more holistic learning experience.”
“also did a BSc in, in geophysics and mathematics. And so I come from a very quantitative background in analyzing data and finding, patterns in the data and that sort of thing.”
Complexity and uncertainty
“Things like complexity theory, you know, really helped me to understand that there are such complex and emergent challenges for today's organizations that the, the knowledge can't simply be in the head of the leader.”
“And that was quite liberating for me, understanding that as the leader, you don't have to have all the answers. And what that did for me, it paved the way to firstly be a lot more comfortable with that uncertainty and have a little bit more patience to allow patterns to emerge as I sort of probe things.”
“and, and often the success of those organizations is determined by the speed between when they detect an, an adjustment or a change, and the response that they take. And that response It's very difficult to get quickly if you are running an old traditional hierarchical model of working.”
“coming from a place where I felt I wasn't doing my job, if someone asked me a question and I didn't quite know it, I'm now very, very comfortable with the fact that I don't need to have all the answers.”
Human agency and autonomy
“It was really around trying to understand how I can allow people to take some of that operational noise out of my day-to-day role so that I can focus on some of my key objectives, and, and really how do I empower them to actually do that.”
“it creates an environment where you are able to actually have both high control and high autonomy. And that control is not in the, is not in the form of traditional control. It's really in the form of getting alignment between the parts,”
“And enabling that individual agency is really around Creating meaningful autonomy. And it's a crucial element for high-performing organizations, where we, we rely on individuals or group of individuals to be able to take action on a day-to-day basis”
Strategic coherence
“So my title really was towards the, a theory of, for improved strategic coherence, and it, it was about exploring the role of leadership practice and the social constructs of organizational culture and habitus.”
“how do you create strategic coherence, a mutual understanding of an organization's direction amongst multiple levels of an organization so that people can make the right decisions in their day-to-day work”
Shared leadership
“he spoke about how you can progress, how you want to try and move organizations from first-order organization, which is like a command and control where you design the outcome, to second-order organization where you rather design the rules of the transformation.”
“So shared leadership really, for me, the three key ways or antecedents to shared leadership, which came out of my research, was how do you create shared purpose? So team members having similar meanings of the team's primary objectives and focusing on collective goals.”
“How do you enable social support where team members provide emotional and psychological strength to one another, which improves the cooperation and a shared sense of responsibility for those outcomes? And then the third one is voice, the degree to which a team's members have input into how the team carries out its purpose.”
“there's a significant chance that a more shared, distributed leadership will have much better outcomes. And that's really around the, the level of interdependence in the work that you're doing. The degree to which it requires creativity and the complexity of that work.”
“and Chia and Holt talk about a concept which they call relational dwelling. Now, from my background, I was very much always focused on this, this building and planning, as opposed to the actual dwelling in a situation and the fact that you actually have to make decisions in the flow of practice,”
“because in a, a, a emergency situation, everybody needs to know, you know, what to do and how to respond and, and who's the leader and, and who's going to take control. But I think to get productive, meaningful work done, everybody in the team needs to have a voice, and they have to be able to speak up,”
Social constructs and culture
“those social constructs, things like organizational culture and habitus, which is, which is from Bordeaux's theory of practice, is really around what type of socially acceptable ways of acting and doing things,”
“People were talking around characteristics like high energy, entrepreneurial, and impulsive culture, a culture of subjective decision-making, a culture dominated by informal and unstructured communication networks, and then very strong power dynamics in what people term proximity, how close you were to leaders or how well you engaged with leaders.”
“and they were making decisions which they didn't entirely think they should be making, but purely on the back of, of the pressure of these social constructs, which were sort of just un, un, underneath, sitting underneath their action, and just slowly sort of manipulating how people behaved.”
“Every single person in the organization has a role to play in the culture of the organization. And you have to find a way to exhibit the culture that you want to see in the organization.”
“there are these unwritten rules which are firmly, firmly embedded, and no one talks about them. But when you come in and you want to try and initiate change or, or get people to perform their duties in a different way or think differently, that We mustn't negate the power of that underlying, those social constructs that sit underneath the organization,”
“there were such common threads between the fourteen interviewees, from the people that had been there for twenty years to the people that had been there for two years, were seeing exactly the same things,”
“If you want to change the story, you have to understand, firstly, the stories we've been telling to ourselves over the last couple of years and through the formation of the company to be able to change the story later on.”
EMBA research methodology
“I followed a sort of a mixed methodology. The foundation of my research methodology was action research. I did a two-stage action research.”
“I did fourteen interviews of about hour and a half, and then I, I did a effectively a, a series of second interviews with, with the executive leadership.”
“the type of grounded theory that I used was constructivist grounded theory, because I really wanted to try and explore each of the individual's perspectives on the phenomenon that I was studying,”
Strategy practice
“some of the key elements, and they're quite simple, really, is, is around just alignment and access to information, which we, we often forget about. It's, it's about creating a space for debate, building shared understanding of the context and what we're going after,”
“We had a very much a, a ad hoc way of practicing strategy, and we've, we've now got into quarterly, monthly, weekly meeting rhythms, key stakeholders, granular OKRs, absolute accountability, full access to transparent information.”
“we're now into the fourth quarter that we're running it, or third quarter that we're running it, and I think I am seeing some significant improvements just in terms of the collaboration, the ownership, and a sense of purpose amongst the team.”
Episode notes (as published)
From the episode notes published with the podcast.
A learning journey conversation with a fellow EMBA student. I recently completed an Executive MBA through the University of Cape Town's Graduate School of Business. With classes moving on-line (in 2020 and 2021) due to the covid-19 pandemic there wasn't enough time (for me) to connect with fellow students and hear about their research projects. I decided to interview my fellow students to learn about their research. In this podcast I speak to Jordan Ludlow, who is the managing director of Tradereach. In his research project Jordan explored the role of shared leadership to improve the flow of strategy development and execution. In enabling strategic coherence he had three major findings: 1. Shifting from command-and-control to shared leadership; 2. Understanding social constructs (i.e. the underlying story of an organisation); 3. The importance of human agency. Reach out to Jordan Ludlow on LinkedIn · Learn more about UCT's EMBA · Connect with Petro · Solid Gold Podcasts
Every quotation and passage on this page is copied word for word from the episode audio transcript and linked to the moment it was said. Quotations are never written or altered by AI; topic labels, passage notes and the episode analysis are AI-generated. Guest details come from the published episode notes or the guest's own words.
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