Workplace Stories by RedThread Research

In this episode, we welcome Lisa Kay Solomon, designer-in-residence at Stanford's d.school and host of the "How We Future" podcast, and Jeffrey Rogers, principal of Learning and Facilitation at Radical and co-founder of Projectory. We discuss why foresight—the ability to anticipate and design the futures we want—is everybody's job, not just the domain of senior leaders or specialized futurists. They challenge the idea that organizations operate on an "official future" built from unexamined assumptions, and explore how narrative shapes both our approach to work and our readiness for rapid change, especially in the face of AI disruption.

 You will want to hear this episode if you are interested in...

[00:00] Rethinking future-focused leadership
[03:39] HR's evolving role in shaping the future
[07:18] Understanding contested narratives and the potential to challenge them 
[21:50] The importance of adopting futures thinking through broad learning across multiple perspectives
[25:47] Strategic foresight and future practices
[35:13] Rethinking knowledge and learning priorities
[39:21] Reflecting on AI adoption barriers
[47:08] Helping leaders develop future-oriented skills
[51:14] Looking ahead to the future

The Leadership Muscle We Forget to Use

One of the most powerful ideas to emerge from the conversation is that of foresight as a "leadership muscle." Most leaders are trained and incentivized to focus on quarterly results and annual plans. The urgent often squeezes out the important, leaving little room for the kind of long-term, strategic thinking that anticipates disruption rather than simply reacts to it.

Foresight isn't someone else’s job—it's every leader's job. Yet, most organizations have let this muscle atrophy. Through scenario planning and immersive exercises like those facilitated at last year’s Summit, the hosts argue that HR and organizational leaders can rediscover the collective ability to inquire, imagine, and influence the future, rather than endure it.

Challenging the "Official Future" and the Power of Narrative

Every organization operates on an "official future," a set of unspoken assumptions about what tomorrow holds. In stable times, these guiding narratives are rarely questioned. But when the world is in flux, from technological disruptions like AI to geopolitical shocks, such narratives become vulnerabilities.

Leaders, especially in HR, have a responsibility to both recognize and challenge prevailing stories about the future. Wherever there’s a narrative, there’s also the possibility for a counter-narrative, and organizations need to cultivate the skill of holding multiple possible futures in mind, letting diverse perspectives inform strategic choices rather than defaulting to inherited assumptions.

Building Organizational Foresight: Tools, Skills, and Community

The value of events like the Red Thread Summit lies in three core takeaways: the experience of stepping back to envision the future, a toolkit of practices that can be applied immediately, and the creation of a community dedicated to learning and experimentation.

There are three critical skills:

Recognizing the narrative: Are you taking assumptions as fact, or seeing them as just one possible story?
Crafting your own narratives: Are you able to articulate clear, alternative futures?
Communicating vision: Can you equip others to see and believe in those visions?

Perhaps nowhere is the need for foresight and narrative-shaping more acute than in the realm of AI and automation. Today’s leaders are under immense pressure to adopt and justify new technologies, to navigate uncertainty, and to avoid being blindsided by change.
A key theme is the emerging digital (and AI) divide: those who are experimenting, learning, and shaping technology are pulling ahead, while those waiting for certainty risk being left behind. Learning, experimentation, and cross-pollination are essential. 

Creating the Conditions for Resilient Futures

Rather than chasing after blueprints or one "correct" answer, try to cultivate a design mindset: creating organizational conditions in which new ideas and approaches can flourish. This means expanding our definition of leadership to include not just the preservation of knowledge, but the nurturing of curiosity, experimentation, collaboration, and adaptability. 

 Resources & People Mentioned

Peter Drucker
Articles by Lisa Kay Solomon 
Pascal Finette on LinkedIn 
Implications Wheel
View from the Future at Stanford d.school  
Hazel Henderson

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This week, we’re sitting down with Ron Storn, Chief People and Culture Officer at Truckstop, to discuss culture—how it forms, who owns it, and how it scales in growing organizations. We explore the relationships between systems, processes, and cultural values, and discuss signs of cultural breakdown and the keys to recovery. We also discuss how AI is reshaping workplace dynamics, hiring practices, and performance management, and Ron offers practical, research-based insights and strategies for understanding and supporting positive workplace culture. 

You will want to hear this episode if you are interested in...

00:00 How company culture is formed
09:19 Building strong HR and leadership systems
11:54 Creating a positive culture for business success
18:59 Scaling and preserving company culture
22:53 Defining team behaviors and principles
29:26 Aligning culture with decision-making
32:13 Signs of a broken workplace
36:50 Challenges with management and team culture
41:45 Advantages of remote vs in-person work
44:56 AI's impact on workplace culture

Defining Culture

Some companies treat culture as little more than a list of values on the wall, disconnected from the day-to-day decisions and actions that define what it’s really like to work there. Ron believes culture is best understood as a set of shared behaviors, decision rights, and expectations to determine how a company actually executes its strategy when no one is watching. It’s how decisions are made, how people are hired or rewarded, and how work gets done when leadership isn’t in the room.

In smaller organizations, culture often starts with a clear vision or set of norms, and systems are built around it. As organizations scale, systems and practices increasingly shape (and sometimes reshape) the prevailing culture, the challenge is finding ways to make culture systemic, woven into processes, rewards, and leadership behaviors, so that the company’s values endure as it grows.

Who Owns Culture? Leadership, HR, and Systems

While HR is often perceived as the “owner” of culture, Ron believes it should be a shared responsibility, with ultimate ownership being at the very top. CEOs and founders define and embody desired cultural norms, while executive leaders model and cascade those norms through decisions and behaviors. HR’s role is to craft the mechanisms for how people are hired, evaluated, and developed to reinforce the company culture at scale. If only HR champions culture while leadership pays lip service or models different behaviors, culture will break down. Everyone, especially managers, must reinforce and live the culture for it to endure.

Signs of Cultural Erosion and How to Recover

When culture unravels, it’s usually a gradual process, increasing decision friction, high performers becoming disengaged, and inconsistent behaviors creeping in across teams. If left unchecked, the result is a loss of trust, bureaucracy, and top talent walking out the door.
Recovery is possible, but it needs radical transparency and recommitment.

Ron recommends that organizations in crisis go back to their roots and principles, engaging teams in candid conversations about what must change. Leaders should model vulnerability, drive clarity on decision-making and expectations, and ensure every manager is accountable for rebuilding the cultural fabric.  

Resources & People Mentioned

Truckstop.com 

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Ron Storn on LinkedIn 

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On this episode, we’re with Jenna Filipkowski, the Head of Learning and Development at the Federal Reserve Bank of New York. With a background in organizational psychology and research, Jenna brings a fresh, outsider perspective to the world of L&D, challenging traditional approaches and driving innovation within the unique environment of the Fed.

We discuss the importance of team development over individual learning, the shift from self-directed "Netflix of learning" approaches to more guided, in-person experiences, and the crucial role of branding and communication in building credibility for L&D organizations.  

You will want to hear this episode if you are interested in...

00:00 Team-based learning evolution
05:06 Improving the workforce experience
07:59 Embracing opportunity in HR leadership
15:46 Team coaching as facilitation
19:56 Aligning learning with business goals
25:40 In-person vs. virtual leadership training
33:12 Improving organizational learning through data
37:46 Cohesive branding and storytelling
40:20 Leadership accountability and development
From Individual Focus to Team Development

Historically, L&D programs have targeted individual upskilling and career navigation. At the Federal Reserve Bank of New York, Jenna Filipkowski is pioneering an approach grounded in 6 Team Conditions, a research-backed model that moves beyond one-off workshops.
Her Energize program uses diagnostics, assessments like Hogan and Insights Discovery, and customized workshops to identify and strengthen the underlying conditions for team success. Rather than a one-size-fits-all or quick-fix model, teams undergo a tailored process, allowing for deeper systemic improvement. It’s about giving teams the tools and support to accelerate their performance because they’re set up for success, not just treating every challenge as an off-the-shelf problem.

The Death of Netflix of Learning

For years, L&D has been swept up by the promise of Netflix learning, providing endless on-demand content and empowering employees to self-direct their learning journeys. But this laissez-faire model has started to unravel, because organizations and individuals are craving more structure and intentionality. 

At the New York Fed, the move to in-person, cohort-based programs is intentional. In-person learning provides social connection, time to focus, and shared experience, resulting in deeper reflection and lasting impact. While technical upskilling may still leverage digital and asynchronous methods. Blending modalities based on program intent, not defaulting to digital just because it’s easier.

Branding L&D

Standing out in a large, multifaceted organization is a challenge for any L&D team, and Jenna’s approach is to treat L&D as a brand. Programs at the Fed share unified branding with cohesive names and visual identity, making offerings memorable and fostering a sense of exclusivity and aspiration.

Branding goes hand-in-hand with effective communication. Frequent roadshows, town halls, engaging graduation ceremonies, and leadership conferences help communicate value not only to employees but also to senior leadership. 

Measurement and Accountability

At the Fed, Jenna and her team use a mix of reach, participant demand, stakeholder feedback, and practical business cases solved to demonstrate L&D’s value. They push to correlate L&D participation with metrics like engagement and retention—demonstrating impact beyond traditional learning outcomes. The vision for the future includes more robust, passive data collection and real-time intelligence—but for now, using multiple data sources creatively is key.

As workplaces shift once again, the future of L&D will center on three things: helping people grow in their roles, building strong leaders, and fostering connection through learning alongside others. The journey away from content chaos and toward strategic, human-centered, and measurement-driven L&D is just beginning. 

Resources & People Mentioned

Hogan Development Survey 
Insights Discovery® 
6 Team Conditions

Connect with Jenna Filipkowski

Jenna Filipkowski on LinkedIn 

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Strategic workforce planning is back, and not in a nostalgic “this trend is back around” kind of way. It is back because the old staffing model, react late, hire fast, hope the market delivers, is failing more often than it works. The biggest misunderstanding is still the same one: strategic workforce planning is not long-term headcount forecasting. It is not a spreadsheet exercise dressed up with better visuals. It is a business discipline that exists for one reason, to stop leaders from committing to strategies the workforce cannot deliver.

In this episode of Workplace Stories, David Edwards, author of The Strategic Workforce Planning Handbook, lays out a definition of SWP that is refreshingly usable. Strategic workforce planning is workforce planning for the strategic things in the organization, not an attempt to plan the entire workforce. That single shift makes SWP more approachable, more realistic, and far more effective.
If you have not listened yet, this is one of those episodes worth hearing end-to-end. The conversation is practical, occasionally blunt, and full of the kind of “this is what actually happens inside companies” detail that most workforce planning content avoids.

You will want to hear this episode if you are interested in...

[00:00] A clearer, more usable definition of strategic workforce planning.
[00:43] Why SWP is back right now.
[03:20] How SWP supports scenario thinking without false precision.
[09:50] The questions SWP must answer to be useful.
[11:40] Uncertainty, talent scarcity, and skills half-life as drivers.
[14:30] Why SWP is an exercise in ambiguity, not certainty.
[17:20] Why SWP works best as a business process, not an HR project.
[20:05] What HR should do if it is not included in strategy conversations.
[22:00] How to define “strategic” beyond leadership roles.
[25:10] Why tasks matter more than skills for future work.
[28:00] The contextual data missing from most workforce planning.
[31:15] How AI forces better workforce planning questions.
[41:20] What happens when SWP forces leaders to narrow priorities.
[45:30] What to do when the business will not listen.
[46:45] Why this work matters at the human level.

Strategic Workforce Planning Starts With One Uncomfortable Question

Strategic workforce planning becomes useful the moment it stops pretending it can predict the future. The real starting point is simple: Is the workforce fit for the organization’s future business purpose? That framing does two things immediately. First, it moves SWP out of the “HR process” bucket and into the “business execution” bucket. Second, it forces the conversation away from false certainty and toward risk, trade-offs, and feasibility.

One of the most helpful parts of this episode is how clearly the conversation draws a line between strategic and long-term. Strategic does not automatically mean five years out. In some organizations, planning 15 months ahead is strategic compared to how they have historically operated. If you want the cleanest definition of SWP in the most human language possible, it is worth listening to the early part of the conversation where this is unpacked in real time.

Why Workforce Planning Has Returned

Workforce planning always comes and goes. It resurfaces when the world feels unstable, and it fades when leaders believe they can hire their way out of problems.Right now, hiring your way out of problems is not working.There is too much uncertainty, and it is coming from too many directions at once. Geopolitical instability affects where work can happen. Talent shortages continue to constrain hiring. Skills decay faster than most organizations can reskill. Generational shifts are changing expectations around mobility and development. And technology is changing the shape of work itself.

The point is not that leaders suddenly became more disciplined. The point is that the environment is forcing discipline.Strategic workforce planning is the response to that reality. Not because it gives certainty, but because it gives options. It gives a way to talk about what might happen without having to pretend anyone knows exactly what will happen.

Strategic Workforce Planning Works When It Stops Being “HR’s Thing”

A lot of SWP efforts fail for a predictable reason. They are treated like an HR deliverable. A report. A deck. A spreadsheet. A set of numbers handed over to leadership. Strategic workforce planning is not a deliverable. It is a business process. It is a feasibility process. It is a risk conversation. One of the strongest through-lines in this episode is the idea that HR must initiate this conversation, not because HR owns strategy, but because HR holds the missing information. HR knows things about recruiting realities, workforce behavior, retention patterns, internal mobility, and capability development that business leaders often overlook.

But knowledge is not enough. The shift HR has to make is from reporting to synthesis. People analytics without business context is just numbers. When workforce data is layered onto business strategy, a story emerges. A small function may be revenue-critical. A demographic cliff may be coming. The external market may not supply replacements. The timeline may be unrealistic.This is where SWP becomes sharp.

Strategic Does Not Mean Leadership Only

Many organizations quietly turn strategic workforce planning into succession planning. They define strategic as director and above, focus on leadership roles, and build plans around titles. That is leadership continuity planning. It is not strategic workforce planning. Strategic workforce planning is about what is material. Sometimes the most strategic workforce segment is a small team of individual contributors with rare expertise and direct revenue impact. They may never appear in succession planning decks. They may not have high-profile titles. But losing them becomes a board-level issue the moment revenue drops or delivery fails. 

Skills Are Not the Answer, Tasks Are the Missing Middle

Skills still matter, but the skills conversation has gotten out ahead of itself. The problem is not that skills are irrelevant. The problem is that skills are being treated as the answer to a question they cannot solve. Skills describe people. Work is made of tasks. People use skills to perform tasks. That middle layer is what connects workforce planning to reality. This becomes especially obvious when AI enters the picture. AI does not simply change which skills people need. It changes which tasks exist, how tasks are performed, and which tasks no longer require a human at all. If an organization cannot describe how work is changing at the task level, the skills conversation stays abstract. It becomes a taxonomy exercise instead of a planning exercise .This is one of the most useful reframes in the conversation, and if you are wrestling with the skills-versus-tasks debate inside your organization, it is worth hearing how this is discussed in context.

Workforce Planning Has to Include the Person, Not Just the Skill

A skill taxonomy can tell an organization that someone has a skill. It cannot tell the organization whether that person wants to use it. Whether they have demonstrated it in real execution. Whether they are willing to take on leadership. Whether they just moved into a role and are still ramping. Strategic workforce planning becomes more realistic when it includes contextual data, not just skill labels. This is where SWP becomes less about classification and more about decision-making. It stops treating people like skill containers and starts treating them like human beings with preferences, histories, and constraints.

HR Influence Requires Persistence, Risk Language, and Political Skill

Even when HR gets the analysis right, many organizations still do not listen. That is not paranoia. It is often true. In environments where HR has historically been transactional, leaders do not expect HR to challenge strategy feasibility. They do not expect HR to raise uncomfortable risks. They do not expect HR to show up with options. Strategic workforce planning forces HR into a different posture. It requires HR to speak in the language of risk, to persist, and to get political when necessary. If one group will not listen, find another that will. Engage operational risk. Borrow credibility. Use the channels that the organization already respects. This is one of those episodes where the advice is not theoretical. It is practical, and it is the kind of thing HR leaders often need to hear said out loud.

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David Edwards on Linkedin

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From overcoming initial anxieties through hackathons and playful experiments, to setting an ambitious organizational roadmap for AI, Dessalen Wood shares how Syntax is embedding artificial intelligence across departments, focusing on pragmatic progress rather than hype.

You’ll hear stories about driving excitement, learning by doing, and the all-important challenge of measuring real impact. More than just technology, this episode dives into the culture shifts, collaboration with IT, and leadership mindsets that are pushing companies out of their comfort zones and into the future, while keeping authenticity and humanity front and center.

You will want to hear this episode if you are interested in...

00:00 Overcoming AI fear through collaboration
03:30 Defining AI readiness today
09:55 AI's role in business transformation
15:46 AI anxiety in the workplace
22:05 Making AI adoption fun
28:11 AI expertise requires human touch
36:42 AI strategy: Three layers explained
41:31 True transformation vs. improvement
53:21 Rethinking work, technology, and AI

Overcoming AI Anxiety

Early stages of AI adoption in organizations are often marked by fear. Employees worry about being displaced, making mistakes, or failing to keep up. At Syntax, Dessalen Wood and her fellow leaders tackled these concerns by creating safe, engaging, and transparent opportunities to experiment.

One of the most effective strategies was an organization-wide AI hackathon. Everyone, regardless of their role, was invited to submit ideas for automation and improvement—ideas that the tech team then built. Not only did this demystify AI, but it also provided a healthy dose of competition and excitement. Dessalen describes that, “Instead of people fearing automation, it became a competition... People were saying, please, automate my tasks!” This shift from apprehension to enthusiasm helped break through adoption barriers and foster a culture of creative problem-solving.

Structuring Success: A Multi-Layered AI Roadmap

Syntax’s approach moves AI from a buzzword to a set of actionable strategies. The leadership distinguished between three core areas:
Department Initiatives: Leveraging AI for productivity and process improvement within teams
Customer Value: Enhancing solutions and services delivered to external clients
Business Transformation: Reimagining core business models and operations for strategic advantage
Many organizations mistakenly assume one AI initiative will magically improve all three—but real impact comes from tailored strategies for each. In practice, this means differentiating between continuous improvement (making existing tasks more efficient) and true reinvention (fundamentally transforming how and why work gets done).

The creation of AI champions, employees trained as internal advocates and solution designers, helped ensure that innovative ideas didn’t just sit in a backlog. Instead, those not ready for large-scale investment could be adapted, piloted, and iterated by these champions, keeping the spirit of experimentation alive while prioritizing resources for the highest-value initiatives.

The Human Element: Authenticity, Experimentation, and Measurement

As AI tools become more prevalent, a new challenge emerges: maintaining authenticity in communication, development, and leadership. The team discussed the “hollowed-out leader” phenomenon—where over-reliance on AI could dilute critical thinking and personal investment. Dessalen explains why expertise, context, and human customization are more important than ever: If it doesn’t demonstrate expertise and isn’t highly curated, it just turns people off.

Measurement is also evolving. Early wins in AI productivity are being tracked, not just in terms of completion rates or tool adoption, but in demonstrable business outcomes and stretch goals. Syntax uses tools that help employees articulate their productivity gains and set new impact targets, ensuring that activity translates into organizational value.

Resources & People Mentioned

Experience Qualtrics Management Resources 

Connect with Dessalen Wood

Dessalen Wood on LinkedIn 
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