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leidos.com/engineering REACHING THE GOAL LINE What Utilities Can Learn from Football’s Winning Plans and Plays Presented by: Jennifer White, Patty Cruz, Lisa Vedder, and Rebecca Shiflea March 4, 2015

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Page 1: What Utilities Can Learn from Football’s Winning Plans and ... · lead·er·ship (noun): Managing resources and people to achieve a common goal The Play Define priorities and goals

leidos.com/engineering

REACHING THE GOAL LINE

What Utilities Can Learn from Football’s Winning Plans and PlaysPresented by: Jennifer White, Patty Cruz, Lisa Vedder, and Rebecca Shiflea

March 4, 2015

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Introductions

> Coaching Skills: Leadership

> Team Spirit: Corporate Culture

> Eye on the Ball

Part 1: Goal Setting

Part 2: Continuous Improvement

> Calling the Plays: Effective Communication

> Engaging the Fans: Internal and External Stakeholders

Adjourn

AGENDA

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REACHING THE GOAL LINE

If it doesn’t matter who wins or loses, then why do they keep score?

Vince Lombardi”Getty Images/Christian Petersen

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REACHING THE GOAL LINE

> Utilities today grapple with unprecedented change New and disruptive technologies Environmental regulations Economic pressure Market dynamics New customer expectations

> Even as they are constrained by Aging infrastructure Restricted budgets Retiring workforce

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REACHING THE GOAL LINE

What Utilities Can Learn from Football’s Winning Plans and Plays:> Coaching Skills:

Leadership> Team Spirit:

Corporate Culture> Eye on the Ball:

Goal Setting andContinuous Improvement

> Calling the Plays:Effective Communication

> Engaging the Fans: Internal and External Stakeholders

AFP Photo/Timothy A. Clary

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lead·er·ship (noun): Managing resources and people to achieve a common goal

The Play Define priorities and goals and apply resources accordingly Set limits of what is allowed and ensure mutual accountability Disseminate vision throughout the organization

THE TOUCHDOWNEmpowered leaders must be developed at all levels of

an organization to achieve sustainable outcomes

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Coaches who can outline plays on a black board are a dime a dozen. The ones who win get inside their player and motivate.

Vince Lombardi

COACHING SKILLS:LEADERSHIP

US Presswire

lead·er·ship (noun): Managing resources and people to achieve a common goal

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COACHING SKILLS:LEADERSHIP

WHAT IS THE ROLE OF UTILITY LEADERSHIP?> Define priorities and goals

and apply resources accordingly

> Set limits of what is allowed and ensure mutual accountability

> Disseminate vision throughout the organization

> Model and reinforce desired behavior

USA Today Sports/Robert Deutsch and Kyle Terada

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COACHING SKILLS:LEADERSHIP

HOW DID BELICHICK SUCCEED?> No-nonsense intensity and clearly

defined, high expectations of team> “Master of adjustments,” always

tweaking, tinkering, experimenting> Simple, boiled-down strategies resulting

from excellent scouting of opponents> Exacting the maximum value from the

draft by allowing himself flexibility and choice

HOW DID CARROLL SUCCEED?> Took a long-term view> Set clearly defined expectations and held

all accountable> Deliberately re-engineered his roster> Developed adaptive flexible players who

think on their feet

USA Today Sports/ Mark J. Rebilas

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COACHING SKILLS:LEADERSHIP

Pop Quiz #1:

What is one of the two NFL teams that fired Pete Carroll?

Seattle Times/Dean Rutz

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COACHING SKILLS:LEADERSHIP

Pop Quiz #1:What is one of the two NFL teams that fired Pete Carroll?

Answer: The New England Patriots or New York JetsBill Belichick replaced Carroll at the Patriots.

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cul·ture (noun): Underlying norms, beliefs, and values that drive behavior

The Play Understand and measure current organizational culture Define the culture that best aligns organizational goals and aspirations Devise strategies to:

› Align current culture with goals› Build upon cultural strengths› Address culture−based weaknesses or limiting beliefs

Develop effective leaders to build a strong culture

THE TOUCHDOWNSustainable organizations build and continuously reinforce culture that aligns

organizational goals at every level — organization, group, and individual

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TEAM SPIRIT:CORPORATE CULTURE

Winning is not a sometime thing, it’s an all time thing. You don’t win once in a while, you don’t do things right once in a while, you do them right all the time. Winning is habit. Unfortunately, so is losing.Vince Lombardi

AP Photo/Matt York

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Everybody has their idiosyncrasies, but if there is trust, that’s the key in business… You build a sense of trust so you go through rough times.Robert Kraft

TEAM SPIRIT:CORPORATE CULTURE

cul·ture (noun): underlying norms, beliefs and values that drive behavior

Boston Globe

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Sample Utility Core Values

Employee Respect and AccountabilityWe support and acknowledge our workforce for taking responsibility for their actions in providing quality service and exceeding customer expectations.SafetyWe are committed to providing a safe work environment for our employees and to the safe delivery of quality services to our customers.Continuous ImprovementWe continuously challenge the status quo and embrace innovation to improve and strengthen our performance.Open CommunicationWe share information and thoughts timely with one another to promote an honest and cohesive working environment.Stakeholder Satisfaction and CollaborationWe listen to our customers to understand their needs and expectations and are committed to delivering safe, reliable, and high quality utility services.

TEAM SPIRIT:CORPORATE CULTURE

Patriots Team Photographer/Keith Nordstrom

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TEAM SPIRIT:CORPORATE CULTURE

> Understand and measure current organizational culture

> Define the culture that best aligns organizational goals and aspirations

> Devise strategies to: Align current culture with goals

Build upon cultural strengths

Address culture-based limiting beliefs

> Develop effective leaders to build a strong culture

AP Photo/David J. Phillip

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Sustainable organizations build and continuously reinforce culture that aligns organizational goals at every level:

> Organization

> Group

> Individual

TEAM SPIRIT:CORPORATE CULTURE

It’s not whether you get knocked down, it’s whether you get up.Vince Lombardi

“”

Patriots.com/Jim Mahoney

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goal (noun): The desired outcome or destination

The PlayCreate goals that align with strategicplan and are SMART Specific Measurable Achievable Relevant Time−bound

THE TOUCHDOWNSustainable organizations require short-, intermediate-, and long-term goals that align with the strategic direction for each business unit, department, and person

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Obstacles are what you see when you take your eyes off of the goal.

Vince Lombardi

“”

EYE ON THE BALL:PART 1 GOAL SETTING

NFL.com/Perry Knotts

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If you do not know where you are going, any road will get you there.

Anonymous

“”

goal (noun): the desired outcome or destination

EYE ON THE BALL:PART 1 GOAL SETTING

Christian Petersen/Getty Images

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New England’s quarterback, Tom Brady:> 199th sixth-round draft pick of 2000> 4th string to the overall Number 1 draft pick

of 1993, Drew Bledsoe > In week 2 of his 2nd season stepped in for

an injured Bledsoe

Brady has built a career on successful goal setting:> You can’t ask people to do things without

setting even higher expectations for yourself> The only individual things in a team sport

are actions and attitude> Aligning priorities with coach ensures

success> The team goals are one thing: to score

more points than the other team

EYE ON THE BALL:PART 1 GOAL SETTING

seattlepi.com/Jordan Stead

I was never the best player on any team. That taught me how to work harder. That way, whenever I got an opportunity, I was always prepared.

Tom Brady

“”

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EYE ON THE BALL:PART 1 GOAL SETTING

ATTRIBUTE: Product Quality

Green Power

KPIsRenewables as percent of power portfolioCustomer PV penetration by class

Operating Processes and Procedures

RebatesPACE programsSolar farmsLoans, credits/incentives

Performance Evaluation Standard/Criteria

Rebates per FTE per year, Dollar volume of rebates per FTE per year, Installed green capacity per customer per year

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A sustainable organization requires short-, intermediate- and long-term goals that align with its strategic direction for each business unit, department, and person.

EYE ON THE BALL:PART 1 GOAL SETTING

Bernard Gagnon

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Pop Quiz #2:

With Super Bowl win #4, the Patriots tie the Green Bay Packers & New York Giants.

Name one of three teams that has won more Super Bowls.

Reuters/Brian Snyder

EYE ON THE BALL:PART 1 GOAL SETTING

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EYE ON THE BALL:PART 1 GOAL SETTINGPop Quiz #2:

With Super Bowl win #4, the Patriots tie the Green Bay Packers & New York Giants.

Name one of three teams that has won more Super Bowls.Answer: The Pittsburgh Steelers (6), Dallas Cowboys (5) or San Francisco 49ers (5).

With a record six Super Bowls and four wins, Bill Belichick leads all coaches. Chuck Noll also won four Super Bowls with the Steelers, while Don Shula made it to six Super Bowls with the Colts (1) and Dolphins (5), winning two.

Reuters/Brian Snyder

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HALFTIME

Getty Images/Jeff Kravitz

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con·tin·u·ous (adjective): recurring regularlyim·prove·ment (noun): the act or process of making something better

The Play Conduct a current state assessment to establish the baseline for measuring

outcomes over time Use key performance indicators to monitor progress toward each strategic

goal in a transparent and quantifiable way Check in at defined intervals and revise the plan based on results Evaluate performance when things are going well, when failures occur, and

during the routine course of operations

THE TOUCHDOWNThrough continuous improvement practices, organizations develop the flexibility to

change course and respond to evolving situations, becoming truly sustainable

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Don’t succumb to excuses. Go back to the job of making the corrections and forming the habits that will make your goal possible.

Vince Lombardi

EYE ON THE BALL:PART 2 CONTINUOUS IMPROVEMENT

Getty Images/Rob Carr

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con·tin·u·ous (adjective): recurring regularly

im·prove·ment (noun): the act or process of making something better

The Patriots have appeared in eight Super Bowls, and won (and lost) four times:> Super Bowl XX (1985) lost to Chicago (46/10)> Super Bowl XXXI (1996) lost to Green Bay (35/21) > Super Bowl XXXVI (2001) beat St. Louis (20/17)> Super Bowl XXXVIII (2003) beat Carolina (32/29)> Super Bowl XXXIX (2004) beat Philadelphia (24/21)> Super Bowl XLII (2007) lost to New York Giants (17/ 14)> Super Bowl XLVI (2011) lost to New York Giants (21/17)> Super Bowl XLIX (2014) beat Seattle (28/24)

EYE ON THE BALL:PART 2 CONTINUOUS IMPROVEMENT

AP Photo/Paul Sancya

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Plan:>Establish a baseline> Identify priorities>Set improvement

goals

Do: > Implement plans

Act:>Apply lessons learned>Revise plan

Check:>Monitor and measure>Evaluate results

EYE ON THE BALL:PART 2 CONTINUOUS IMPROVEMENT

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> Conduct current state assessment establish the baseline for measuring outcomes over time

> Use key performance indicators (KPIs) monitor progress toward each strategic goal in a transparent and quantifiable way

> Check in at defined intervalsrevise the plan based on results

> Evaluate performance when things are going well, when failures occur, and during the routine course of operations

EYE ON THE BALL:PART 2 CONTINUOUS IMPROVEMENT

USA Today/Robert Deutsch

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com·mu·ni·ca·tion (noun): an exchange of information

The Play Use simple messages on basic concepts Reinforce through:

› Modeling› Repetition› Consistency

Make messaging matter› Verbal and non−verbal › Internal and external

THE TOUCHDOWNEffective communication for a sustainable organization requires rigorous

critique, targeted feedback, coordination, and continuous monitoring

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That’s the way the start of any Super Bowl is: It’s going to be loud. The fans are going to be yelling. They don’t really know why they’re yelling—it’s just the start of the Super Bowl. We didn’t prepare very well for that, and it showed.

Denver receiver and third-time Super Bowler Wes Welker

CALLING THE PLAYS:EFFECTIVE COMMUNICATION

Getty Images/Kevin C. Cox

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The achievements of an organization are the results of the combined effort of each individual.

Vince Lombardi

com•mu•ni•ca•tion (noun): an exchange of information

CALLING THE PLAYS:EFFECTIVE COMMUNICATION

Associated Press/Elise Amendola

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> Disseminate the strategic plan

> Use simple messages on basic concepts

> Reinforce through:

Modeling

Repetition

Consistency

CALLING THE PLAYS:EFFECTIVE COMMUNICATION

Twitter

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MAKE MESSAGING MATTER> Verbal and non-verbal > Internal and external

CALLING THE PLAYS:EFFECTIVE COMMUNICATION

USA Today Sports/Greg M. Cooper

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stake·hold·er (noun): a person, group, or entity that is affected by or has interest, investment, and/or ownership in an organization

en·gage·ment (noun): the act of participating or becoming involved

The Play Identify and define stakeholders Determine current knowledge levels Define core messages Identify communication tools Time communication efforts Define key performance indicators

THE TOUCHDOWNA sustainable organization must engage the “fans” through

purposeful two-way and ongoing communication

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ENGAGING THE FANS:INTERNAL AND EXTERNAL STAKEHOLDERS

Reuters/Katherine Taylor

stake• hold•er (noun): a person, group or entity that is affected by or has interest, investment, and/or ownership in an organization

en•gage•ment (noun): the act of participating or becoming involved in

The Patriots are not just Massachusetts’ team—they represent all of New England.

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ENGAGING THE FANS:INTERNAL AND EXTERNAL STAKEHOLDERS

> For utilities, the “fans” are its stakeholders: customers, local government, community leaders, and employees who define the utility’s value.

> Stakeholder concerns/ objectives must inform the utility’s subsequent strategies.

AP Photo/Patrick Semansky

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Engaging your stakeholders:

> Identify and define stakeholders

> Determine current knowledge levels

> Define core messages

> Identify communication tools

> Time communication efforts

> Define Key Performance Indicators

ENGAGING THE FANS:INTERNAL AND EXTERNAL STAKEHOLDERS

Associated Press/Elise Amendola

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Pop Quiz #3: On Super Bowl Media Day 2015 who said “I am only here so I won’t get fined” a total of 29 times within a 4½ minute time period?

USA Today Sports/Kyle Terada

ENGAGING THE FANS:INTERNAL AND EXTERNAL STAKEHOLDERS

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Pop Quiz #3:On Super Bowl Media Day 2015 who said “I am only here so I won’t get fined…”?

Answer: Seattle Seahawks’ running back Marshawn Lynch.

ENGAGING THE FANS:INTERNAL AND EXTERNAL STAKEHOLDERS

Getty Images/Christian Petersen

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> Coaching Skills: Leadership

> Team Spirit: Corporate Culture

> Eye on the Ball

Part 1: Goal Setting

Part 2: Continuous Improvement

> Calling the Plays: Effective Communication

> Engaging the Fans: Internal and External Stakeholders

WRAP UP

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POINTS OF CONTACT

Patricia Cruz Rebecca ShifleaSENIOR PROJECT MANAGER SENIOR PROJECT MANAGER9600 Great Hills Trail, Suite 150W 1801 California Street, Suite 2800Austin, TX 78759 Denver, CO 80202

512.637.1344 303.299.5307

[email protected] [email protected]

Lisa Vedder, MPA, CIA Jennifer WhiteSENIOR UTILITY CONSULTANT SENIOR ASSOCIATE1000 Legion Place, Suite 1100 4975 Preston Park, Suite 850Orlando, FL 32801 Plano, TX 75093

407.648.3574 972.372.1223

[email protected] [email protected]

Visit us at leidos.com/engineering

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ADJOURN

The real glory is being knocked to your knees and then coming back. That’s real glory. That’s the essence of it.

Vince Lombardi

“ ”

AP Photo/Charlie Riedel