this is the change management you’re looking for…...understand the perceived threat top reasons...
TRANSCRIPT
This is the Change Management You’re Looking For…Enabling Tableau Teams & Embracing Change
#TC18
Julia Hennelly
Strategic CSM
Tableau
Catherine Denmeade
Manager, Strategic CSM
Tableau
This is the Change Management You’re Looking For…Enabling Tableau Teams & Embracing Change
#TC18
Julia Hennelly
Strategic CSM
Tableau
Catherine Denmeade
Manager, Strategic CSM
Tableau
Who Are We?
Catherine Denmeade
Currently
Manager, Strategic CSMs, Tableau
Formerly
Customer Advocacy Manager, Tableau
Tableau BI Team Lead, Asciano(aka: Tableau Queen)
Likes
Cars, Animals, & Travel
Dislikes
Black Licorice… who’s idea WAS that??
Julia Hennelly
Currently
Strategic CSM, Tableau
Formerly
Senior Practice Manager, Tableau
Tableau Practice Lead, Mikan
Likes
Black Licorice, Travel, her teenagers (some of the time), husband (most of the time).
Dislikes
Cherry flavored anything
Why Are We Here?
Agenda
Acknowledging the change that Tableau brings
Reducing resistance to the change
Enabling your people to embrace the change
Take-a-way Actions
Come back to this presentation post TC and steal the ‘resource’ slides
Leave here with a new mindset: Ensuring successful Tableau adoption is really an exercise in change management
Go back to the office next week and pick TWO of the things we talk about today to implement ASAP
Tableau Brings Change
Change….
Is Scary.
Is Disruptive.
Creates Resistance
“It gives me panic attacks.”
…new processes and tools can frustrate me. Like, I hate renting cars because I don’t want to think about how to turn on the radio or work the windshield wipers. I just want to be able to do it intuitively.”
But….
Change is the essential process of all existence.”
- Spock
Don’t worry – we are aware Spock is from Star Trek and we used a Star Wars Jedi pun in our title… we’ll get there. We promise there will be a Jedi quote later.
If Resistance > Tableau Then ‘Failure To Adopt’End
Reducing Resistance
Reducing Resistance
Resistance happens when the change is perceived as a threat:
Reducing Resistance
Resistance happens when the change is perceived as a threat:
Understand the perceived threat
Show the value and shared purpose
Educate and support change impacted people
Communicate, communicate, communicate
Understand the Perceived Threat
Top Reasons People are Resistant to ChangePeople view the risk of change as greater than the risk of standing still.
People feel connected to other people who identify with the old way of working.
People have no role models for the new activity.
People fear they lack the competence to change.
People feel overloaded and overwhelmed.
People have a healthy skepticism and want to be sure the new ideas are sound.
People fear hidden agendas exist among would-be reformers.
People feel the proposed change threatens their notions of themselves.
People anticipate a loss of status or quality of life.
People genuinely believe that the proposed change is a bad idea
Program Management: A Lifecycle Approach, Ginger Levin
Understand the Perceived Threat
Top Reasons People are Resistant to ChangePeople view the risk of change as greater than the risk of standing still.
People feel connected to other people who identify with the old way of working.
People have no role models for the new activity.
People fear they lack the competence to change.
People feel overloaded and overwhelmed.
People have a healthy skepticism and want to be sure the new ideas are sound.
People fear hidden agendas exist among would-be reformers.
People feel the proposed change threatens their notions of themselves.
People anticipate a loss of status or quality of life.
People genuinely believe that the proposed change is a bad idea
◆ Program Management: A Lifecycle Approach, Ginger Levin
Fear is the path to the dark side. Fear leads to anger. Anger leads to hate. Hate leads to suffering.”
- Yoda
That one was totally a Jedi quote.
How do I know what the driving fears are??
Ask.
Reducing Resistance
Resistance happens when the change is perceived as a threat
✓ Understand the perceived threat
Show the value and shared purpose
Educate and support change impacted people
Communicate, communicate, communicate
Show the Value and Shared Purpose
Big Important Questions:
Who is Your Big Wig?Why Do They Believe in This?
Tell people.
The oldest and strongest emotion of mankind is fear, and the strongest kind of fear is fear of the unknown.”- H.P. Lovecraft
Not a Jedi.
Show the Value and Shared Purpose
Share the vision—the WHY
Share the value—the WHAT
Share the shared purpose—the what’s in it for me
Do it EARLY and OFTEN
Show the Value and Shared Purpose
Show the Value and Shared Purpose
Reducing Resistance
Resistance happens when the change is perceived as a threat:
✓ Understand the perceived threat
✓ Show the value and shared purpose
Educate and support change impacted people
Communicate, communicate, communicate
Educate and Support Change Impacted People
Big Important Thing:
Make Education and Enablement Someone’s Job
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Keys to Enablement
Tableau Days
(Show + Tell)
Tableau User Groups
Internal Online Chat
Use Case Library
Competitions
Mentoring
CommunityLunch & Learns
Webinars
Tableau Doctor
Workshops
Knowledge Base
Help & Support
Ongoing Learning
User Onboarding
Analytics Academy
Skill Belts
Standard Education
Your-focused curricula
Curated Media
Visual Design Best Practices
Style + Branding Guidelines
Format + Layout Templates
Performance
Recommendations
Tableau Desktop Tips + Tricks
Education Best Practices
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Landing Page Check List❑ Internal Portal – Focused on the Audience ‘One stop shop’
❑ New Users - Welcome & Getting Started Pack
❑ Chatter- Members and Usage?
❑ Service Catalogue of Offering
❑ Monthly Tips & Tricks
❑ Best Practice Documentation
❑ How To Videos
❑ How to Get Access to Tableau Desktop
❑ How to Get Access to Tableau Server
❑ Site/Project Help
❑ How to Access Data & Authoritative Data Sets
❑ Support – Documented Process
❑ How and Where to Get Help
❑ Training
❑ Calendar of Activities
❑ Latest News & Upgrade Schedules
❑ Repository for Best Practice Session Supporting Material
❑ Visual Best Practices/Notation Guidelines/Templates
❑ Communication Plan
❑ Dashboard Performance Resources
❑ Use Cases/Gallery/Blog
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Big Important Things:
You Need a TUGYou Need a CHAT ROOM
Getting started with a Tableau User Group (TUG)
Understand who
is interested
Establish a time
and place
Determine format
and agenda
Keep it going!
User Group in a Boxhttps://community.tableau.com/docs/DOC-10312
Tableau User Group Board https://community.tableau.com/groups/user
Starting a TUG https://www.brandibeals.com/2016/05/starting-tableau-user-group-tug.html
Determine format and agenda
Getting Started with a Tableau Chat Room
Get Social!
Follow your Tableau Team
Follow who they follow
Follow who they follow
GET INVOLVED!!
Get on Twitter
Follow the
Blogs!
Tableau
Community
Google It!
Subscribe to the Tableau
blog
Find more via Google and
Bookmark your favourites
Use a service like Feedly
Use the Tableau Forums!
Ask your complex questions
Find local Tableau User Groups
Answer some questions while
you’re there!
DR Google knows all
Use your Tableau Vocab
Be specific with your search
What about You Tube?
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Educate and Support Change Impacted People
Don’t skip training
Do have ongoing learning paths
Do have a ‘landing page’
Do have a community
Don’t think you can do it alone
Do cultivate Champions
Do make use of your Tableau team and Tableau Partners
Reducing Resistance
Resistance happens when the change is perceived as a threat:
✓ Understand the perceived threat
✓ Show the value and shared purpose
✓ Educate and support change impacted people
Communicate, communicate, communicate
Clear, Concise, and Considerate
Communicate, Communicate, Communicate
Communicate, Communicate, Communicate
Communicate, Communicate, Communicate
Communicate, Communicate, Communicate
Reducing Resistance
Resistance happens when the change is perceived as a threat:
✓ Understand the perceived threat
✓ Show the value and shared purpose
✓ Educate and support change impacted people
✓ Communicate, communicate, communicate
Enabling Your People to Embrace the Change
Building a Tableau COE | Step-by-StepThursday | 12:30 – 1:30
RELATED COLLEAGUE SESSIONS
Skill Belts in a BoxThursday | 12:30 – 1:30
The Recipe for an Engaged and Passionate Enterprise CommunityTuesday | 10:45 – 11:45
Building the Tableau Empire at Charles Schwab Wednesday | 10:15 – 11:15
RELATED CUSTOMER SESSIONS
Changing Behaviors and Delivering Business Value at State StreetTuesday | 1:45 – 2:45
Data to Decision Part II | Organizational Change at NationwideWednesday| 10:15 – 11:15
Recap
Acknowledging Change that Tableau Brings
Reducing Resistance to Change
Enabling Your People to Embrace the Change
Take-a-way Actions
Come back to this presentation and steal the ‘resource’ slides
Leave here with a new mindset: Ensuring successful Tableau adoption is really an exercise in change management
Go back to the office next week and pick TWO things to do immediately
Please complete the
session survey from the
Session Details screen
in your TC18 app
Sources
Key Resources:
Program Management: A Lifecycle Approach, Ginger Levin
Switch: How to Change when Change is Hard, Chip & Dan Heath
Additional Resources:
http://www.canberra.edu.au/researchrepository/file/81c02a90-6a15-91ae-c7a2-ff44c96d60b2/1/full_text.pdf
http://www.24x7mag.com/2013/12/10-change-management-keys-to-effective-software-implementation/
https://www.prosci.com/change-management/thought-leadership-library/managing-resistance-to-change
https://hbr.org/1969/01/how-to-deal-with-resistance-to-change
Thank you!
#TC18
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