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www.kvpcorp.com
50 simple steps to get the Collaboration Strategy Right
March 2012
Unleash Your Business Potential
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Successful collaboration initiative
2
Foundation : Strategy
People
Pro
cess
and
polic
y
Tech
nolo
gy
Transition plan and strong transformation process
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3
Knowing why to collaborate Step 1
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4
Get the basic objective right Step 2
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5
Understand what business behaviors organization needs to have to get those
defined objectives
Step 3
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6
Understand corporate inhibitions, culture and
local context of team members are critical
Step 4
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Focus on people and process first Step 5
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8
Set-up core committee to drive collaboration – define, information gathering, articulate results and
most importantly take decision
Step 6
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9
Have a global and mobile team in the steering committee with healthy mix of
team members across different levels of
hierarchy
Step 7
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Define the problem tightlyStep 8
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Define an ideal collaborative environment breakdown barriers, levels and create level playing
ground with good visibility and transparency
Step 9
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Define success criteria – document baselines, ideal and measurable state
Step 10
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Define users stories upfront, documenting all
process work flow, reporting/ dashboard requirements and testing rules
Step 11
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Define and measure all the time - why and what
you collaborate for
Step 12
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15
Apply collaboration approach to
transaction to make it a part of day-to-day operation
Step 13
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Make some on responsible and accountable for the collaboration initiative with clear decision support structure, review mechanism
and ensure there is smaller release goals with strong iteration plan
Step 14
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Collaboration initiative requires management and leadership and involve them as strategist to the process of collaboration
Step 15
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Involve all critical elements of the business covering broader processes flow within collaboration
scope to strengthen the overall project to bring more commitment and relevance to organization
Step 16
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Define change management process – impact assessment, approvers, and communication
Step 17
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Weight security against collaboration advantages and draw a fine line, policy guideline and
communicate well with strong regular audit process
Step 18
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Knowing objective, goals, perceived benefit
before defining tools and technology is critical
Step 19
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Collaboration which is aligned to the current technology trends – bring excitement around collaboration project
Step 20
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Regular communication across the
user group – create excitement and constantly share few but effective features in the bag.
Release it slowly and completely – avoid anxiety but focus on creating
positive energy
Step 21
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24
Constantly review why we are
collaborating and goals and success parameters.
The complexity can derail the focus
Step 22
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25
Collaboration tools should be
easy to use, configure and
manage change
Step 23
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Create positive compulsion in the
system for users to increase user stickiness with system
Step 25
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Should create value to users and then to mangers and management
Step 26
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Collaboration technology is for creating an
eco-system for growth
not for one group or management team
Step 26
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Collaboration system will improve
communication – speed, quality and accuracy of communication
Step 27
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Deploy personal touch to the
collaborative tool – personalized and individual identity
Step 28
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Persistence is critical
Step 30
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Identify and call experts
Step 31
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Celebrate quick wins, build models
to sustain the initiative and make it
a part of work life
Step 32
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Always set smaller goals for success initially
to ensure higher focus and gain quick wins
Step 31
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Create wow effect - User visual technologies to enhance value to users and quality of usage
Step 32
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Test, test and test – core committee users, core group users, smaller groups and then take roll out
Step 32
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Present it with user stories not just the tool
Step 33
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Set expectations and set measurable
priority metrics
Step 34
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Positioning of the collaboration strategy, explain the journey - rationale behind introducing collaboration
system, process of building the system
Share it more like a story not as an execution chart
Step 35
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Data migration – proper guideline, templates, upload with care and proper documented testing in the system
Step 36
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Balance curiosity, anxiety, adviceand self help
Step 37
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Choose initial target group well for testing and
make them change leaders
Step 38
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Pick smart quick wins for the group
Step 39
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Tell a good story not just train – Make users comfortable.
Build train the trainer concept, web help manuals, short video with voice, documents with screen
shots will help users.
Step 40
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Reward and recognition to ensure higher adoption
Step 41
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Test and internal certification program can gain higher seriousness to entire efforts
Step 41
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Regularly upgrade the collaboration system with
process functionality to strengthen the system
Step 42
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Keep the system alive – data quality, system audit, change management and new functionality
Step 43
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Find reasons to go back to users
Step 44
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Keep a watch on the review process – managers and team
Step 45
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Systemic review using the tool is the most critical for
success of collaboration strategy
Step 46
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Set-up multi-point feedback and sharing platforms (online, in person 1 on 1’s and physical sessions)
Step 47
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Evaluate the feedback
Step 48
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Understand the customer pain points
Step 49
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Always collaborate with the Customer
Step 50
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