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Monday, April 20, 2020

BUSINESS DISRUPTION : COVID-19



BUSINESS DISRUPTION: COVID-19

It is one thing to have your meeting rescheduled because of an unexpected traffic snarl up that held up half of your participants. With a bit of luck, you can get it back on course in a week or two. It is another to plan for the business disruption caused by the electioneering season in your country. With a bit of experiential wisdom, you can plan for three or four months of low sales. However, the kind of global and socio-economic disruption caused by COVID-19 over the first four months of 2020 is on a much grander scale. Indeed, the total “disruption” may still be unfolding. Its echoes and ramifications are yet to be fully absorbed. Data and publications released by the World Bank and other financial institutions may be in line with current trends, but the nature of this disruption may not be quantifiable in GDP statistics. To assume that COVID-19 disruption is merely a numbers game is to completely miss the point.

As consultants we are often in a hurry to give client assurances of market trends.  We want to reassure them that things will get back to normal and we can get along with business as usual, with a few adjustments of course. Again, to think so is to misinterpret the whole concept of disruption. For example, to suspend interest payments for a distressed loan client for a season, does not address the disruption the client has experienced or is experiencing. This is the same as saying to the client, I appreciate you have some problems, but sort yourself out and come back in a couple of months with my back payments! It is of little value to tell a parent, who has lost his job, that schools are opening next week, and as a special offer we have reduced fees by 50%. The parent may not even have money for food, let alone school fees!

Disruption has three features to it that need to be studied carefully, before a business takes “corrective” action on its future. These are; Scale, Debility (impact) and Complexity. It is fairly clear from the first paragraph that missing a meeting in the context of a routine environment is annoying, but not overwhelming. Only one or two aspects of life are briefly disoriented. Therefore, the scale of the disruption can be quickly contained at a manageable cost.

Second, if you can manage the debilitating cost of an event for a season, such as a general election, it probably means that it was predictable and therefore with some planning and stability in the wider environment, it is possible to get back on course with your goals. “Scale” and “debilitating impact” are degrees of disruption. However, if the environment which you relied on has to be reconstructed for you to create new direction, then I would say we are dealing with a fairly complex event. In this case, the event has to be observed and understood before one makes commitments to address issues well beyond their control. For example, a Hotel may be able to obtain funding to sustain its closure during a lockdown. But once the lockdown is lifted, will the customers come back? Potential customers emerging from a lockdown will have new priorities informed by all manner of considerations. These may range from family concerns, to the loss of interest in travel, to the adoption of new health and dietary habits, to political dissatisfaction with the inability of “technology to save humanity”, to an emerging new found spirituality in the knowledge of God!

While it is indeed important for governments, society, business, employers and employees to get on with the business of living, disruption does not provide for off-the-cuff solutions. Indeed, while business recovery and continuity are important, disruption requires a more reflective and intuitive approach to successfully come through its challenges. Traditional reactive and proactive management strategies may not address the full circumstantial reality. In which case, it may be wise to observe the disruption with some patience to consider how the convergence of the scale, debilitating impact and the complexity of issues disruption presents, are likely to affect long term outcomes, before taking short term action.     

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