shiny objects and magic wands: avoiding the seduction of quick fixes and easy answers
TRANSCRIPT
Shiny Objects and Magic Wands: Avoiding the Seduction of Quick Fixes
and Easy AnswersMarc Baizman
Dahna GoldsteinRev. Tracy Kronzak
Vered MeirRobert Weiner
March 24, 2016 #16NTCShiny
Housekeeping
Session hashtag: #16NTCShiny
Use our collaborative session notes: http://po.st/shiny-16NTC
Session Agenda
Introduction – MarcTechnology – RobertPeople – DahnaProcess – VeredPutting It All Together – Tracy
WE WANT TO MEET YOU!
▸ IntroductionsUsYou
TECHNOLOGY ROBERT
Tech Doesn’t Exist in a Vacuum
▸OO + OT = status quo(Old Organization + Old Technology = Status Quo)
▸OO + NT = EOO(Old Organization + New Technology = Expensive Old Organization)
▸Thanks to Peter Gross of Build Consulting. Original formula from Michael Hammer.
Empathize
Image: The New Yorker
Define the REAL Problem
Image: The New Yorker
Envision Possible Solutions
https://www.flickr.com/photos/64910872@N05/
Focus on the “Best” Option(s)
Image: The New Yorker
Plan, Prototype,Test
https://www.flickr.com/photos/40964293@N07/
Be Realistic
Less Requires
More
&/or More(and vice versa)
Images by ToniVC, Images_of_Money, Lego
PEOPLE DAHNA
https://www.flickr.com/photos/smemon/5446696316/
www.flickr.com/photos/27629847@N03/4208076125
Principles of Persuasion
#1: Reciprocation#2: Social Proof#3: Commitment and Consistency#4: Liking#5: Authority#6: Scarcity
pixabay.com/static/uploads/photo/2012/04/13/14/17/two-32574_960_720.png
https://www.flickr.com/photos/jurgenappelo/10867592824
Modified from: https://www.flickr.com/photos/eschipul/2371505523
https://en.wikipedia.org/wiki/File:Bot%C3%B3n_Me_gusta.svg
Modified from: https://www.flickr.com/photos/jurgenappelo/5201872674
Photo credit: Donna Corless
Credibility =
+
https://www.flickr.com/photos/jurgenappelo/10867478416
https://www.flickr.com/photos/soukup/5157056203/
Process VERED
A VARCI chart can help you and your team clearly understand the relationship between People and Process in your project.
• Has veto power over the entire process• Sometimes (but not always) the same person as “Accountable”VETO
• The person ultimately accountable ACCOUNTABLE
• The person who actually carries out the process• Gets the job DONE!RESPONSIBLE
• People who are not directly involved with the process but are consulted
• May be stakeholder or subject matter expertsCONSULTED
• Receive output from the process, or have some other need to stay informedINFORMED
Project: Partner Leads Form
Needs for this project
Form to Embed on
Our website
Mapping form data to Salesforce (database)
System for Managing data (new leads) in
Salesforce
…Oh yeah, I guess also some people to budget time and money, and have the skills to get it all done, test, and then train people on how to use it.
VARCI Case Study: Partner Leads Form
ROLE PERSON/PEOPLE
Veto ??
Accountable CRM Architect/Business Analyst/Marketing Manager/?
Responsible Undecided, Vendor (web developer)
Consulted Digital Marketing Manager, AD of Sales Support, CRM Director, Vendor (web developer)
Informed ??
ROLE PERSON/PEOPLE
Veto AD of Sales Support
Accountable CRM Director
Responsible Business Analyst
Consulted Digital Marketing Manager, AD of Sales Support, CRM Director, Vendor (web developer) users across the org for testing
Informed Marketing Team, CRM Team
VARCI is Awesome Because
TEAMWORK MAKES THE DREAM WORK
And everyone loves corgis.
PUTTING IT ALL TOGETHER TRACY
Investing in Your Organization
Leadership(Process)
Resource Investment
(Technology)
Training, Change & Transition(People)
Technology Always Changes…and So Must You!▸Personal Computers – 1970s
▸Databases/Spreadsheets – 1980s
▸Email – 1990s
▸Social Media – 2000s
▸CRM – 2010s
Strategies for Adapting to Change▸Evaluate true needs and capacity
▸Have honest communication AND conversations about fear/failure
▸Delegate and maintain momentum
▸Stay mission-focused (leave egos aside)
Adapting is a Building Block ▸Rethinking Organizational Leadership
▸Taking Strategic Actions and Plans
▸Finding Shared Priorities
Practice Makes Perfect
▸No one size fits all
▸Frameworks for managing change
▸No single tool/strategy solves everything
▸It takes time, start and stop is normal
▸There are no magic wands!
Investing in Your Organization
Leadership(Process)
Resource Investment
(Technology)
Training, Change & Transition(People)
Are you ready for change?
Dahna [email protected]@dahnag
Questions?
Vered MeirYear Up [email protected]@saltyfem
Marc BaizmanSalesforce [email protected]@mbaizmanRev. Tracy KronzakBrightStep [email protected]@TracyKronzak
Survey: http://bit.ly/shinyeval
Robert WeinerRobert L. Weiner [email protected] @Robert_Weiner