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Collaboration What’s in it for me…? (a taster session) Eleri Evans MAPM MBA FILM CIPD MIOD Russel Jamieson RPP FAPM

APM People SIG - collaboration

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Page 1: APM People SIG - collaboration

Collaboration What’s in it for me…?

(a taster session)

Eleri Evans MAPM MBA FILM CIPD MIOD

Russel Jamieson RPP FAPM

Page 2: APM People SIG - collaboration

Collaboration – We will cover…

Today is very much a ‘taster session’ of what would be elaborated

on in a half or full day session

Break-out groups so be prepared to contribute and challenge on:

– Types of collaboration

– Why to collaborate?

– What to collaborate on?

– How to collaborate?

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To work in

combination [OED]

a recursive process where two or

more (organisations) work together to

realise shared goals [Wikipedia]

…this is more than the

intersection of common

goals seen in co-operative

ventures, but a deep,

collective determination to

reach an identical

objective.

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Stakeholders in a collaboration model A stakeholder is anyone who…

© David Strauss, author ‘How to make collaboration work’

Page 6: APM People SIG - collaboration

2.1.6 Negotiation – Collaborative negotiation seeks to create a ‘win-win’ scenario where all

parties involved get part or all of what they were looking for from the

negotiation. This approach tends to produce the best results, helps build long-

term relationships and minimises the opportunity for conflict.

2.1.7 Teamwork – [General] Collaborative groups share information, insights and perspectives,

supporting each other to do their job better, but the focus is on each

individual’s performance and accountability.

– [Programme Management] The levels of responsibility of the team members

may mean that a collaborative working group approach is more relevant.

– [Portfolio Management] Collaborative and co-operative working within the

portfolio with a shared vision of the strategic objectives should also be

encouraged.

APM’s ‘BoK 6’ on Collaboration

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Collaboration generally requires...

Synergy

– Within a team or goal-focused enterprise Sublimation of individual goals in favour of team

goals

Alignment of co-dependent separate goals

– Within YOU, synergy between: Left brain - digital, verbal, logical, linear

Right brain - visual, patterns, intuitive, creative

The 7 habits of highly effective people [Stephen Covey]:

Habit 6 - Synergise (Win/Win)

• Respectful communication

• All parties give and take

• Valuing the differences, as those are what build the shared

strength

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Personal collaboration may require...

Putting aside some element of individual...

– Recognition

You might have to ‘share the glory’

– Satisfaction

Where a collaborative outcome is shared,

someone else’s part must be respected

– Changing the rules

You have to consult & maybe compromise

on the outcome

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Enterprise collaboration will require...

Appetite / need for change or improvement

A responsive open-minded culture

– Led by project leaders & stakeholders

Top-down buy-in / bottom-up energy

Some new stuff…

– Software

– Training

– Time invested

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Session A – Your Own Environment

1. Consider your own place of work

2. How collaborative is it?

3. Would you want to change that…?

4. How could collaboration be enhanced?

– Practical measures?

– Timescale?

– How will you measure it?

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Session A – Examples of Resistance

1. Agreement in meeting – leave the meeting and do the opposite

2. PM’s hanging on to resources and not releasing for

other projects as they are good and they don’t

believe they will be returned if needed in the future

3. When other people in the team get promoted and you

believe they have done less than you, or taken

your ideas and presented them as their own

4. When redundancies and/or major change is

in the picture

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Session A – Your Own Environment

What did we find?

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What Hinders the Building of

Collaboration? Non-collaborative organisation culture

– e.g. Silos

Fear, uncertainty and doubt

E-mail!

– Forces a one-shot response

– Hangs around forever!

– “E-mail is where knowledge goes to die!” Bill French founder Global Technologies Corporation & Apple guru

+ Your findings…!

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Session B - What Hinders the Building

of Collaboration?

What one thing could change in your

organisation to facilitate better

collaboration?

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Session B – What Hinders the Building

of Collaboration?

What did we find?

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Overcoming resistance

Manager Resistance It's not a priority 30%

Uncertain about tangible ROI 25%

Uncertain about meeting business objectives 25%

Company culture not supportive 20%

© Chess Media Group

• Lack of education about benefits

• Core business comes first

• Get key people on side first

• Show how collab. helps core

• 40% reduced Operational costs

• 52% quicker to access experts

• Revenue up 18%

• Comms costs down 60% (c) McKinsey

• Start with the business issues

• Tools come later • You will HAVE TO address this first!

• Consider ‘piloting’ as soft start

• Why spend this money?

• Show me tangible benefits…

• Just another tool to support

• Lose focus on core business • Our company culture is competitive /

fragmented / noncommunicative

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Overcoming resistance

User Resistance Users don't want to learn new technology 33%

Users say they don't have time 32%

Users are already overwhelmed by existing

tech. platforms 24%

© Chess Media Group

• I just want to do my job (the way I do)

• What I do now works OK

• This is not about technology…

• You will get better results faster

• Where are you spending most time

now?

• What 2 or 3 things would you speed

up if you could?

• What doesn’t get done ‘till last?

• This is not about systems

• We can roll out in phases

• We are busy enough as it is

• I don’t have time for new training…

• Yet another system to learn…

• We already have too many systems

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Overcoming resistance

IT Resistance

© Chess Media Group

• We know what’s best for the Co.

• What we do now works OK

• Explain how collab. tools will help

• Ask why it’s NOT an IT priority

• Large & heavily regulated orgs do it

• Not necessarily use just IT resources

• We can roll out in phases/pilots

• New platforms carry security threats

• We are stretched enough as it is

• Will we need to delay other projects?

It's not a priority 24%

There are security issues or threats 20%

There is no resource to implement it 18%

There is no budget 18%

• Who will pay for implementation?

• CAPEX vs OPEX argument

• Increased efficiency will recoup cost

…and of course beware…

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Ask the questions:

– What is it about this initiative that you are against?

– Do you believe [employee/team] collaboration is important?

– Do you see any areas of improvement [through more collaboration]

that you think we can turn into opportunities?

– If you were leading this [co./team] what would you say or do to

foster collaboration?

– What would make you feel more comfortable with moving towards

greater collaboration?

Overcoming resistance to collaboration

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Session B – Start-up & momentum

1. OK, you now plan to enhance

collaboration at your workplace…

2. How will you…

– Initially engage colleagues/IT/Mgmt?

– Maintain momentum & ‘the buzz’

– What’s your communication plan?

If it doesn’t work, is there a…

back out plan?

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Stakeholders in a collaboration model A stakeholder is anyone who…

© David Strauss, author ‘How to make collaboration work’

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Session B – Start-up & Momentum

What did we find?

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RACI: a Collaboration Model

Responsible The job role that does the work

to produce the product/task.

Responsibility can be

delegated.

Accountable The job role that is ultimately

answerable for the product, or who

signs it off. There must always be

ONE and it cannot be delegated.

Consulted Those whose opinion or expertise is

sought during production of the task.

It’s a 2-way communication

Informed Those who are kept up-to-date on

progress or aspects of the task.

TASK

Roles that provide effort

to complete the task.

Supports

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Relationships in a RASCI Model

Responsible

Accountable

Consulted Informed

Supports

Clear & agreed

consulting plan

Agreed updates

timetable

Agreed resource

commitment

Clear deadlines

& scope of work

Clear requirements,

deadlines & scope

of work

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RASCI examples

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RASCI examples

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Activity title Activity Description Outcome R A S C I 1 Specification Specify Report structure, contents & style Full specification TL CD KB TW

2 Research Research sources of information for report Source list TL All CD

3 Production Produce 1st draft TL TL CD KB

Activity title Activity Description Outcome Owner R A S C I 3 1st Draft Produce 1st draft By 1 Sep 2005 T Lyons

4 Reviews Review of 1st draft By 7 Sep 2005 C Devereux T Lyons Reviewers

Activity title Activity Description Outcome

T L

yom

s

C D

ever

eux

F S

mith

F D

omin

eaux

J A

nder

sonI

3 1st Draft Produce 1st draft By 1 Sep 2005 R A 4 Reviews Review of 1st draft & comment By 7 Sep 2005 R A C S S 5 Completion Modify & create final issue 15 Sep 2005 R A S 6 Issue Publish final issue 17 Sep 2005 R A I S

RASCI examples

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Multiple Accountables…

Multiple Responsibles...

Being Accountable and Responsible

Confusing Consult with Inform

Failing to Consult or Inform

Communicating too much!

Not agreeing all roles in advance!

Shelfware – set and forget!

What Often Goes Wrong…

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When is Collaboration Most Needed?

Bruce Wayne Tuckman’s model for team

development

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CULTURE CULTURE CULTURE

Are [most] stakeholders aligned?

Do you understand what is at stake? The ROI?

Are any software tools & resources:

– Researched and fit for purpose?

– In place & tested [UAT / UCT]?

– Trained to relevant stakeholders?

How will you measure whether it is working?

Plan for Collaboration – Enterprise-wide

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WORKSHOP it !!

– What are the goals?

– Each person in the room in turn… Who are you? What is your interest in this….?

What are you working on now or recently that is

relevant?

Who else do you know who is also…?

What do these goals mean for you?

Are you apprehensive about anything to do with

this? How can we defuse that?

Plan for Collaboration – by Project

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Nuts’n’bolts

– If we are going to work on elements of this

together…

Who will be Accountable, Responsible etc…?

How will we communicate? What tools?

Meet when?

When must we produce the deliverable(s)?

How will we convey any concerns or issues?

Ensure everyone wins / shared goals

Are we all OK with the tools/environment?

Plan for Collaboration – by Team

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Current Systems/Tools Include:

…any thoughts on

any of these?

Anyone using any

of them?

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Framework for System Feature Adoption

Stage 4 Best Practice • Develop/execute best

practices

• ‘Ideation’ – feedback,

ideas

• ‘Collaboration 2’

Stage 3 System Integration • ERP, CRM, HR, Accts

etc.

• Any remaining

features

• Metrics?

Stage 2 Additional Features • Project Management

• Task Management

• Shared calendars

• Collab.file creation,

sharing & storage

Stage 1 Initial Features • Single Sign-On

• Rich profiles

• Activity feeds

• Search

VALUE GENERATED

• Saved time with SSO

• Initial adoption spike

• Find/connect employees

• Contributed ideas

• Peer help easier

• Serendipity effect

emerges

VALUE GENERATED

• Improved comms

• Reduce duplication

• Work starts to align

• Data retrieval/sharing

• Serendipity strengthens

• Increased adoption

• Peers influence shape

• Increased Exec insight

VALUE GENERATED

• Improved work context

• Single Source of Truth

• Processes improve

• Exec insights improve

• Horizontal & vertical

communication now

possible

VALUE GENERATED

• Employee-shaped

future of collab.

• Successes replicated

• Failures minimized

• Resource base created

• Standardization

• Strategy alignment

• Innovation encouraged

© Chess Media Group

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Recent 3-year Study

Analysis of 60 entrepreneurs who were starting their own

businesses

The ‘Gold Group’ – the most successful entrepreneurs, are more

considered, collaborative , thoughtful, best at working with others

96% were successful in applying for finance

– The ‘Bronze Group’ had lowest scores in collaboration

60% were successful in applying for finance

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This presentation was delivered

at an APM event

To find out more about

upcoming events please visit our

website www.apm.org.uk/events