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The E3 Method for Collabora1on:
Engagement, Expecta1on, and Enthusiasm
Hubert Dorsainvil, Director Li1ga1on Support and Records Management, A+E Networks
Gretchen Nadasky, Manager, Informa1on Management, Op1mity Advisors
©Gretchen Nadasky
Team E3
Gretchen Nadasky, Manager Op1mity Advisors Informa1on Management Prac1ce
Hubert Dorsainvil, Director Li1ga1on Support and Records Management, A+E Networks
©Gretchen Nadasky
Collabora1on vs. Par1cipa1on Collabora1on means giving and receiving of knowledge, resources, and influence
SHARE KNOWLEDGE • Build collec1ve intelligence • Move the process forward through ins1tu1onal experience • Iden1fy the right people
OFFER RESOURCES • Allocate 1me, money, and talent • Commits to deliverables and advocacy USE INFLUENCE • Engage others in the ini1a1ve • Share power to execute on plans
©Gretchen Nadasky
The E3 Method to Build Collabora1on
Step 1 – Iden+fy the Scenario
Step 2 – Make A Plan Using E3
Step 3 – Deploy IDEA Tac+cs to Achieve Goals
Pain Principle, Barn Door, Elements of Fire
Engagement, Expecta+ons, Enthusiasm
Iden+fy, Develop, Elicit, Align
Collabora+on
©Gretchen Nadasky
Step 1 – Iden1fy the Scenario
Collabora+on Collabora+on Pain Principle Barn Door Elements of Fire
Typical scenarios requiring collabora+on
©Gretchen Nadasky
The Pain Principle Scenario The problem is visible but no one wants to fix it
©Gretchen Nadasky
Recognizing the Pain Principle Scenario The problem is visible but no one wants to fix it
1. The problem is acknowledged and accepted “That is the way we have always done it” “It’s ok for now” “We have bigger fish to fry” “It makes no sense…but I just work here”
2. There are widespread work-‐arounds
3. People literally refuse to talk about it
There is a lack of engagement
©Gretchen Nadasky
The Barn Door Scenario Something bad has happened and needs to be fixed
©Gretchen Nadasky
Recognizing the Barn Door Scenario
There are nega1ve expecta1ons
Something bad has happened and needs to be fixed
1. There is concern or panic around the problem “This is a disaster!” “We will never be able to fix it/recover” “It is all because of that other group” “This is a game-‐changer-‐let’s reverse course”
2. There are widespread rumors
3. People talk about it behind closed doors
©Gretchen Nadasky
The Elements of Fire Scenario The situa1on is not well-‐understood by the group
©Gretchen Nadasky
Recognizing the Elements of Fire Scenario
Few people are enthusias1c
1. There is a lack of understanding of the problem “That’s not a problem” “Nothing bad has happened yet” “I don’t see what you are so worried about” “That doesn’t have anything to do with me”
2. There is widespread disbelief
3. People aren’t interested in talking about it
The situa1on is not well-‐understood by the group
©Gretchen Nadasky
Step 2 – Make a Plan Using E3
Engagement Expecta+ons Enthusiasm
Collabora+on
©Gretchen Nadasky
Step 2 – Address the Scenario with E3 Methods
SCENARIO SITUATION E3METHOD
Pain Principle Lack of engagement with the problem and no support for a solu1on Engagement
Barn Door Nega1ve expecta1ons and inability to focus on a solu1on
Expecta1on
Elements of Fire
Knowledge about the problem that makes you enthusias1c to solve it isn’t shared or understood Enthusiasm
©Gretchen Nadasky
Engagement – Pain Principle Scenario Build a network
BUILD ENGAGEMENT Proac1vely bring people together to enlist support
©Gretchen Nadasky
Expecta1ons – Barn Door Scenario Quan1fy the situa1on
SET EXPECTATIONS Show the value of the project with metrics
©Gretchen Nadasky
Enthusiasm – Elements of Fire Scenario Communicate with passion
COMMUNICATE WITH ENTHUSIASM Cra_ a strong message and repeat it
with energy
©Gretchen Nadasky
Step 3 – Deploy IDEA Tac1cs to Achieve Goals
Iden+fy Develop Elicit Align
Collabora+on
©Gretchen Nadasky
Engagement – Pain Principle Scenario The problem is visible but no one wants to fix it
ENGAGEMENT EXECUTION – BUILD A NETWORK
Iden+fy Iden1fy stakeholders that will benefit from the collabora1on
Develop Develop a broader group to support the collabora1on
Elicit Elicit feedback and personal introduc1ons to build the network
Align Align people with similar needs
©Gretchen Nadasky
Expecta1ons – Barn Door Scenario Something bad has happened and needs to be fixed
EXPECTATION EXECUTION – QUANTIFY RISKS AND SOLUTIONS
Iden+fy Iden1fy processes that can be measured
Develop Develop metrics that will demonstrate the success of the collabora1on
Elicit Elicit individual values to make the benefit of collabora1on personal
Align Align collabora1ve ac1vi1es with measurable outcomes
©Gretchen Nadasky
Enthusiasm – Elements of Fire Scenario The situa1on is not well-‐understood by the group
ENTHUSIASM EXECUTION – BUILD A NETWORK
Iden+fy Key themes and trends of interest
Develop Develop message that is repeatable
Elicit Elicit excitement by personalizing the message
Align Align goals, values, and message
©Gretchen Nadasky
The E3 Method Summary Use these strategies in combina1on – and don’t give up!
Scenario E3 Approach Tac1c IDEA Execu1on
Pain Principle – The problem is visible, no one wants to fix it
Engagement
Build a community
• Iden1fy stakeholders • Develop a broader group • Elicit feedback and
personal introduc1ons • Align goals
Barn Door – Something bad has happened and needs to be fixed
Expecta1on
Quan1fy the situa1on
• Iden1fy processes that can be measured
• Develop metrics that will demonstrate
• Elicit personal values • Align goals to build
rela1onships
Elements of Fire – The situa1on is not well-‐understood by the group
Enthusiasm
Communicate with passion
• Iden1fy key themes and trends of interest
• Develop repeatable message
• Elicit excitement by personalizing message
• Align goals, values and message
©Gretchen Nadasky
Gretchen Nadasky – Op1mity Advisors [email protected] Hubie Dorsainvil – A+E Networks [email protected]
©Gretchen Nadasky
Thank you!
We are happy to answer your ques1ons
©Gretchen Nadasky