Improving
Internal Attitudes toward CI
Merely because management has approved the creation of a CI
unit does not mean that the unit or, more properly, the concept of CI will
automatically be accepted throughout the enterprise. Anecdotal information
unfortunately indicates that today, CI practitioners are more likely to be
labeled as "spies" or "spooks" or as being engaged in some form of "espionage" than in
the recent past. In fact, it seems that the CI profession has lost some of the
ground gained in this area in the past decade.
A Positive Approach. What is important is to
learn how to promote CI positively. The word positively is
important because the most frequent comment that CI professionals make in
response to a remark such as, "Oh that means being a corporate spy, doesn't it?"
is to rapidly reply, "CI is not spying!"
While that is a response, and technically a correct one, it should
never be enough. Negatives never work on their own. Recall statements like
"Well, I'm not a crook" [2]
or "I did not have sexual relations with that woman, Miss Lewinsky." [3] You remember them because you
often associate denials, not with innocence, but rather with attempts to conceal
the truth. People tend to believe assertions that are more positive. That means that if someone says, "This is what I did"
and then says, "and I did not do that," listeners tend to give the statement
more credibility than for a mere denial.
For CI, it means that, when you handle questions and comments
about CI, above all, you should say what it is, at least first, before you say
what it is not. That means you must learn to say what CI is simply. Exactly what
is it? As we noted (on page 40), your mission statement could start with a
definition of CI.
While the definition at the bottom page 40 is not a short, easily
remembered statement, it does contain all the key elements you must communicate.
That is, it tells others that CI is public, not clandestine; legal, not
criminal; and ethical, not questionable. So you can also use it to describe CI
to those who do not understand it.
Comparisons. In talking about CI, you may—in
fact, almost certainly will—be reminded of stories about corporate spies and
theft of trade secrets and then asked, "Well isn't that
CI?" Your short answer should be: "No. CI is legal and ethical. What you
described was not." If you can, try to push back, gently, with a longer
response, such as this:
No. CI involves legal and ethical activities. That is no
more a fair characterization of CI professionals than it would be to call all
doctors Medicare fraud practitioners, all reporters yellow journalists, all
accountants tax evaders, and so on.
If you are going to use a comparison like this, try and pick an
example with some sensitivity to the critic so you do not provoke a negative
response. By doing that, not only are you reinforcing the notion that these
"spooks" are a minority, you are also reminding the critic that such (literally)
outlaw actions unfairly tar the majority of CI professionals.
When you talk about those outlaws (and that is what some call
themselves) you should continually use predicate terms like outlaw, extra-legal, and renegade
minority. Language is powerful. Use these terms to continually remind the
listener of the difference between what you are doing and what they have
done.
Humor. CI professionals hurt their own case
when they joke about being "spies" or "spooks," even among coworkers. That means
no more jokes, even within the CI unit, about corporate spies or handing out
"junior spy kits" at staff meetings. Do not let cuteness come back to haunt you.
For example, don't call your internal "flash" intelligence service the
"Competitive Intelligence Alert" (with CIA in bold letters). Finally, you must
omit the almost mandatory cartoon figure with the spyglass from your
presentations.
Terminology. This is an area where you must
also exercise a great deal of care. You must avoid leaving even the slightest
trace that someone can point to (or rely on) that says you think of what you and
your staff as "spies" or of CI as some form of "espionage."
In particular, try to think about the terms you use in discussing
what you are doing and work to avoid direct and indirect allusions that damage
CI's luster. The most common ways these occur is when you use military or
political terms in the context of CI. Examples of this include the
following:
-
"war room": what about intelligence or
operations center?
-
"counterintelligence": why not use the more correct terms,
defensive intelligence or defending
against competitive intelligence?
-
"surveillance": what about observation?
In general, it is best to drop the use of military or warfare
analogies entirely and use other analogies. While the use of such analogies can
be superficially attractive, they not only carry unnecessary baggage for CI,
they are also intellectually flawed. The goal of being competitive is much
closer to winning (using a sports analogy) or growing and surviving (an analogy
from nature) than it is to "killing people and breaking things" (the underlying
purpose of military operations). [4]
Finally, you should eliminate (or at least minimize greatly)
use of case studies and stories taken from military or political espionage when
advocating the effectiveness of CI. While this may seem to be excessive, it is
not. After almost twenty years treating CI as a professional discipline, there
are more than enough case studies and examples to call upon without using those
from the military or politics.