The Business Case For Open Book Management

What if there was a way for you to get yourI tried to find a publication, article or speech that
employees truly invested in helping your companydiscussed problems encountered with OBM-a pros
earn a profit and achieve its key goals? You'd justand cons analysis, if you will. I couldn't. To the
tell your employees what you're trying tocontrary, there are volumes describing the
accomplish and how you're progressing, and they'dimprovements that companies have made in
become rabid fans and supporters.productivity and profits as a result (whether
Does this sound too good to be true? Well, itdirectly or indirectly) of making the move to
actually happens in some companies whereshare more of their financial and business planning
management has been able to adjust its way ofinformation with their employees by using OBM.
thinking about the employee-employer relationshipWhat About Your Company?
and practice true Open Book Management, orAre you practicing OBM at your company? If not,
OBM.could it be because you're afraid that risks like
Think about this for a minute: Public companiesthose described above are greater than the
share their financial results with the world, butpotential benefits of having your employees truly
primarily because they have to in order to freelyinvested in your company's success? Maybe you
sell their stock. However, most privately owneddon't think your employees really want you to
companies don't share their financial results withsucceed. Or maybe you don't believe that
anyone, unless they have to in order to get aemployees' feelings about the company's success
loan, file their tax returns or sell the company.really have anything to do with actual results.
Public Information: Good or Bad?If you haven't been willing to consider practicing
By definition, a public company's financialOBM at your company, either you haven't heard
information is available to every employee of theany success stories of companies that have, or
company. Is that a bad thing? Given theyou don't believe them. I'll go with 'you haven't
extraordinary efforts that most privately heldheard them,' so here are a few:
company CEOs go to in order to keep financialPool Covers Inc. - This company, which has been
information away from their employees, youusing OBM since 1994, was featured in a Wall
would think so.Street Journal article last year. The CEO credits
The mutual feelings of mistrust betweenOBM with helping the company's value grow an
employers and employees often run deep,average of 23.8 percent a year from 1997 to
perhaps stemming from the lack of loyalty they2007. During the recession, the company had to
perceive from each other. Employees think theirconsider its first-ever layoff. Astonishingly, six
companies will lay them off at the drop of a hatemployees volunteered to be laid off based on
(or net income) and employers think theirthe financial information they had seen, rather
workers focus largely on doing as little work asthan have the company struggle and perhaps not
possible while pocketing office supplies and lookingmake it and everyone else lose their jobs.
for a better job somewhere else. Management'sDorian Drake International - When this company's
thinking often sounds something like:o "If theyemployees began seeing the financials in 2002,
know we're making a profit, they're going tothey realized that some departments were
demand raises, bonuses and a membership in thegetting better deals from vendors than they
local health club."o "If they know what our goalswere for similar purchases. The resulting changes
are and we don't reach them, we'll have to explainin purchasing procedures helped the company go
why."o "If an employee leaves and goes to workfrom a $500,000 loss to a $200,000 profit in one
for a competitor, there goes our competitiveyear-with no increase in sales.
advantage when he tells them all about our plansSpringfield ReManufacturing Corp. - This was an
and strategies."o "Explaining this stuff in lay termsailing division of International Harvester when a
is a lot of work, and periods of poor profits cannew CEO assumed control as part of an
create anxiety that we can handle but ouremployee-led buyout. The biggest change he
employees can't."o "If our employees find outdirected was cultural. The company created and
how much money we make, our customers willembraced an environment of open
find out and we'll get requests to cut our prices,communication, learning and development, and
or our suppliers will find out and they'll want us totrust.
pay more for what we buy."Management taught employees how to read a
Now think about this: On any sports team, everybalance sheet and began sharing key financial
player knows the game plan, their evolving role ininformation with them. As a result, employees
it and what the end goal is. And they all know atlearned how key performance measurements
any given time whether they're making progresssuch as defect rates and order backlogs impacted
toward reaching this end goal.the bottom line. The result? From 1983 to 2004,
So why do so many business owners andthe company's sales grew from $16 million to
managers consider it anathema to keep theirmore than $160 million.
employees (i.e., their team) informed about theirSo, do you think OBM might be worth a try at
progress? Or in other words, why do so fewyour company? Experience has proven that the
owners practice Open Book Management?rewards far outweigh the risks. Go ahead, give it
Ironically, it seems that companies are more likelya try-I'm willing to bet that, like thousands of
to practice OBM when they get into trouble.other business owners, you'll be glad you did.