2018 online kt conference: engaging ways to engage ... · stakeholder power analysis. power tools...

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2018 Online KT Conference: Engaging Ways to Engage Stakeholders Hosted by AIR’s Center on KTDRR November 5, 7, and 9, 2018 Copyright © 2018 American Institutes for Research (AIR). All rights reserved. No part of this presentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without permission in writing from AIR. Submit copyright permissions requests to the AIR Publications Copyright and Permissions Help Desk at [email protected]. Users may need to secure additional permissions from copyright holders whose work AIR included after obtaining permission as noted to reproduce or adapt materials for this presentation.

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Page 1: 2018 Online KT Conference: Engaging Ways to Engage ... · Stakeholder power analysis. Power tools series. London, UK: International Institute for Environment and Development. Available

2018 Online KT Conference: Engaging Ways to Engage Stakeholders Hosted by AIR’s Center on KTDRR November 5, 7, and 9, 2018

Copyright © 2018 American Institutes for Research (AIR). All rights reserved. No part of this presentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without permission in writing from AIR. Submit copyright permissions requests to the AIR Publications Copyright and Permissions Help Desk at [email protected]. Users may need to secure additional permissions from copyright holders whose work AIR included after obtaining permission as noted to reproduce or adapt materials for this presentation.

Page 2: 2018 Online KT Conference: Engaging Ways to Engage ... · Stakeholder power analysis. Power tools series. London, UK: International Institute for Environment and Development. Available

Have You Selected, Connected, and Nurtured Your Stakeholders Effectively?

Image source: Pixabay.

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Hello!

I am Tamika Heiden Principal, Knowledge Translation Australia

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Session Overview

1. What is impact? 2. Partnerships and collaboration 3. Stakeholder engagement — who, how, and when

4. Behaviour styles and preferences 5. Measuring success

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Impact Image source: Pixabay.

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“ Impact shows that people knew what to do with the knowledge you shared.”

— Dr Melanie Barwick

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Impact requires…

▪ Engagement with relevant stakeholders ▪ Co-creation of research and outcomes ▪ Working in partnership ▪ Deliverables that are relevant, useful, and usable

▪ Ongoing relationships

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Partnerships and Collaborations

Image source: Pixabay.

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Why collaborate?

▪ Collaboration is a major component of most research productivity. ▪ Research collaborations may also assist you in extending your

research into other research discipline areas. ▪ Collaboration with an individual or a group of international renown

will certainly raise your profile both nationally and internationally.

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Why collaborate or involve partners/stakeholders?

▪ Varied perspectives, worldviews, and context ▪ Creating product to market fit — relevance ▪ Gain buy-in and support ▪ Strengthens position against opposition ▪ Increases credibility and chances of success ▪ Access to different grants and alternative funds

Source: Borrini-Feyerabend, G., & Brown, M. (1997). Social actors and stakeholders. Available online at https://portals.iucn.org/library/sites/library/files/documents/1997-037-2.pdf. Accessed October 4, 2018. 10

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“ “Alone we can do so little; together we can do so much.” — Helen Keller

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But first… connection

Image source: Pixabay. 12

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You are the sum of the five people closest to you.

Make it count.

13 Image source: Pixabay.

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Networks

▪ “Just Like Me” convenience networks

▪ Strength in “weak ties”

Source: Herminia Ibarra, Vmware Women’s Leadership Innovation Lab, Stanford University.

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Benefits of Building Your Network

▪ Having a well-rounded network of both academic and non-academic people in your network makes collaboration easier.

▪ Gives you opportunities to build trust before you need or ask for something.

▪ Gives you access to other people’s networks!

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Kinds of Networks

Three kinds of networks: ▪ Operational — relationships with people at work that allow

you to get today’s work done ▪ Personal — relationships of your choosing; people you like

to hang out with informally ▪ Strategic — (most important) relationships that help you

envision your future, sell your ideas, and get the information and resources you need

Source: Herminia Ibarra – INSEAD Business School 16

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Great Strategic Networks

They are: ▪ Broad — connected to a diverse range of people

▪ Connective — linked or bridged across people and groups that would not otherwise connect

▪ Dynamic — responsive and adaptive, growing as you grow

Start early and take a long-term view to building your network

Source: Herminia Ibarra, Vmware Women’s Leadership Innovation Lab, Stanford University. 17

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Connect to People You Need

You may know who you need but don’t know them yet. ▪ Do they exist anywhere in your network? Who

might know them? ▪ Other strategies to meet them:

▫ Live networking — conferences, meetups, etc. (future options) ▫ Social media — LinkedIn, ResearchGate, Twitter ▫ Cold calling/emailing ▫ Groups that exist and meet regularly

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The Approach to Connecting

▪ Referral ▪ Credibility ▪ What’s in it for them?

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Now… we can collaborate

Image source: Pixabay. 20

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Stakeholder Identification

Image source: Pixabay. 21

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Who Are Stakeholders?

▪ Stakeholders are actors who can influence or be affected by a certain problem or action.

▪ For an organisation, for example, stakeholders are any group or individual who can affect, or who are affected by, the achievement of the organisation’s purpose.

▪ Useful to categorise stakeholders into primary or secondary depending on whether they are immediately affected by, or can immediately affect, the system.

Source: Mayers, J. (2005). Stakeholder power analysis. Power tools series. London, UK: International Institute for Environment and Development. Available online at http://www.policy-powertools.org/Tools/Understanding/SPA.html. Accessed February 5, 2018.

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Stakeholder Identification

▪ Identification by experts ▪ Identification by self-selection ▪ Identification by other stakeholders

▪ Identification using checklists

Source: Chevalier, J. M., & Buckles, D.J. (2008). SAS2 A guide to collaborative inquiry and social engagement. Sage Publications.

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Key Questions in Stakeholder Identification

▪ Who are potential beneficiaries? ▪ Who might be adversely affected? ▪ Who has existing rights? ▪ Who is likely to be voiceless? ▪ Who is likely to resent change and mobilise resistance

against it? ▪ Who is responsible for intended plans? ▪ Who has money, skills, or key information?

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Developing Partnerships: Using the Partnership Canvas

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The Building Blocks of a Partnership

▪ What will be the purpose of the partnership? ▫ Ask yourself how you can contribute to a better, more complete experience

for your partner. ▫ Does this relate to aspects of availability, convenience, speed, price,

performance of their industry services and processes?

Source: Doorneweert, B. (2014). The partnership canvas. Value Chain Generation. Retrieved from https://valuechaingeneration.com/2014/10/17/the-partnership-canvas/

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The Partnership Canvas

Image source: Pixabay.

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Desired Value

Based on your purpose, you can select partners that have the value you desire.

Source: https://www.slideshare.net/doorn018/partnership-canvas-27-full?ref=https://valuechaingeneration.com/2014/10/17/the-partnership-canvas/

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Value Offer

• What is your contribution to the partnership?

• What do you provide that complements and enhances the value for your partner?

Note: if there is no mutual value, then it is the wrong partner! Source: https://www.slideshare.net/doorn018/partnership-canvas-27-ull?ref=https://valuechaingeneration.com/ 2014/10/17/the-partnership-canvas/ 29

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Transfer Activities

▪ This demands clarification on how you will connect the desired and offered value.

▪ Through what collaboration activities or through what form will these values be connected?

Source: https://www.slideshare.net/doorn018/partnership-canvas-27-full?ref=https://valuechaingeneration.com/2014/10/17/the-partnership-canvas/ 30

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Created Value

Does this partnership enable you to create a new form of value that you can utilise to innovate or leverage an outcome for your research? - Knowledge - Products - Services

Source: https://www.slideshare.net/doorn018/partnership-canvas-27-full?ref=https://valuechaingeneration.com/2014/10/17/the-partnership-canvas/ 31

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Stakeholder Engagement

Image source: Pixabay. 32

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When will you engage your stakeholders?

▪ Possibly different times or stages depending on the project or stakeholder

▪ What is the degree of engagement? ▫ Initial — from conception to grave ▫ Early — after conception to grave ▫ End — Dissemination/Project end only ▫ Beyond the project (ongoing/extended)

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“ Consider – Power versus Interest of your stakeholders

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Stakeholder Roles/Degree of Engagement

A stakeholder’s role in the research process is often dictated by the stage of the research process in which their participation is wanted;

▫ Conceptualisation — priority setting ▫ Production — designing collaborative projects ▫ Dissemination — creating translation strategies ▫ Utilisation — involved in uptake

▪ the time commitment required; ▪ the alignment between decision-maker expertise and the

research program; and ▪ the presence of an already existing relationship.

Source: Ross et al. (2003). Partnership experiences: involving decision-makers in the research process. Journal of Health Services Research & Policy, 8.

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Roles and Responsibilities of Stakeholders

▪ Ask stakeholders how they would like to be involved. ▪ What skills, capacity, and resources can they bring to

the project? ▪ Active engagement and participation — don’t let it be

a passive relationship.

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How will you engage your stakeholders?

Map available tools to identified stakeholders. Consider: ▪ High interest/high power activities ▪ Low interest/low power activities ▪ High interest/low power activities ▪ Low interest/high power activities

37Source: Kahootz.com

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Understanding Stakeholders

Image source: Pixabay.

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Understanding Behaviour

▪ Working with people is difficult. ▪ Understanding a person’s preferences for

communication and information can help. ▪ Need to understand yourself first to understand

others.

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For more information on DISC theory, visit https://discinsights.com/disc-theory.

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What is YOUR preference or style?

▪ Draw these axes on a blank page.

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Work out your style

Outgoing – Action Oriented – Active – Fast-paced – Assertive – Dynamic -Bold

Quick

1. What is your PACE when communicating? Where do you fall on the line?

Deliberate

Reserved – Pause before acting – Thoughtful – Moderate paced – Calm – Methodical - Careful

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Work out your preferred style

2. What is your PRIORITY when communicating? Again, where on the range do you fall?

Task People

• Questioning • Logic-

focused • Objective • Sceptical • Challenging

• Accepting • People-

focused • Empathising • Receptive • Agreeable

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Your preferred style

Your style

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Outgoing – Action Oriented – Active – Fast-paced – Assertive – Dynamic -Bold

Quick

Dominance Influence

People Task

• Questioning • Accepting • Logic-focused Conscientiousness Steadiness • People-focused • Objective • Empathising • Sceptical • Receptive • Challenging • Agreeable

Deliberate

Reserved – Pause before acting – Thoughtful – Moderate paced – Calm – Methodical - Careful

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Overview of the Styles

Image source: Pixabay. 46

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D – Directing – Dominant

▪ Direct and decisive; sometimes described as dominant. ▪ Prefer to lead than follow, and tend towards leadership and management

positions. ▪ Usually have high self-confidence and are risk takers and problem solvers,

which enables others to look to them for decisions and direction. They tend to be self-starters.

▪ Direct and time-conscious. ▪ Be concise. ▪ Answer what, not how. ▪ Bottom line: “No fluff.”

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I – Influencing

▪ Influential and inspiring. ▪ Not afraid to be the centre of attention. ▪ Enthusiastic, optimistic, talkative, persuasive, impulsive, and

emotional. ▪ They trust others naturally, truly enjoy being around others, and

function best when around people and working in teams. ▪ Spare the detail; focus on the big picture. ▪ Socialise. ▪ Follow up. ▪ Show excitement/enthusiasm. ▪ Socialise with them; be excited about what you are telling them.

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C – Cautious – Compliant

▪ Accurate, precise, detail-oriented, and conscientious. ▪ They think very analytically and systematically and make decisions carefully

with plenty of research and information to back it up. ▪ Very high standards for both themselves and others. Because they focus on

the details and see what many other styles do not, they tend to be good problem solvers and very creative people.

▪ Proof and testimonials — peer review publications and awards. ▪ Prepared and structured. ▪ Answer how and why. ▪ Address areas of concern.

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S – Steady or Stable

▪ Steady, stable, and predictable. ▪ Even-tempered, friendly, sympathetic with others, and very generous with

loved ones. ▪ The S is understanding and listens well. Preferring close, personal

relationships, the S is very open with loved ones but can also be possessive at times and hold them close.

▪ Earn their trust (tell them about yourself). ▪ Slow and easy, open-ended questions. ▪ Give opinions. ▪ Reassure; they never want to be the first.

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How to spot someone’s preferred style

▪ Draw these axes on a blank page.

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How to spot someone’s preferred style

Outgoing – Action Oriented – Active – Fast-paced – Assertive – Dynamic -Bold

Quick 1. What is their PACE when communicating? Where do they fall on the line?

Deliberate

Reserved – Pause before acting – Thoughtful – Moderate paced – Calm – Methodical - Careful

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How to spot someone’s preferred style

2. What is their PRIORITY when communicating? Again, where on the range do they fall?

• Accepting • Questioning • People-focused • Logic-focused • Empathising • Objective • Receptive • Sceptical • Agreeable • Challenging

Task People

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How to spot someone’s preferred style

Your style

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Outgoing – Action Oriented – Active – Fast-paced – Assertive – Dynamic -Bold

Quick

Dominance Influence

People Task

• Questioning • Accepting • Logic-focused Conscientiousness Steadiness • People-focused • Objective • Empathising • Sceptical • Receptive • Challenging • Agreeable

Deliberate

Reserved – Pause before acting – Thoughtful – Moderate paced – Calm – Methodical - Careful

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When might you use this?

▪ When things are not going well with stakeholders.

▪ When delivering knowledge to stakeholders.

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Are you nurturing your relationships?

Image source: Pixabay. 57

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“ “The building of trust, respect and rapport can be more potent than logic and more compelling than evidence”

— S. Bowen & P. J. Martens (2005)

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Perspective… Needs and Wants

NEEDS are things we perceive that people want or should do.

Based on our personal values and beliefs (our lens).

WANTS are things that people are willing to commit to and are ready to do.

WANTS drive the behaviour to make decisions.

59Image source: Pixabay.

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Evaluate the effectiveness of your partnership with your stakeholders

VicHealth Partnerships analysis tool ▪ It is designed to help organizations:

▫ develop a clearer understanding of the range of purposes of collaborations;

▫ reflect on the partnerships they have established; and ▫ focus on ways to strengthen new and existing

partnerships by engaging in discussion about issues and ways forward.

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Evaluate your impact on stakeholders

1. You managed your relationships and everyone survived. 2. Working in partnership, you solved a problem for your

partner. 3. The stakeholders are willing to keep working with you.

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Elements of successful impact

No evidence to show that impact No indicators — you happened don’t know what

change is happening or change that you are measuring

ACTIVITIES

INDICATORS EVIDENCE

Demonstrate high impact

No activities — how will you translate or

Source: Diagram created by Dr. Tamika Heiden. 62 share the evidence?

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Thanks!! Any questions? You can find me at @ktaustralia

Or email [email protected]

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Disclaimer The contents of this presentation were developed under grant number 90DPKT0001 from the National Institute on Disability, Independent Living, and Rehabilitation Research (NIDILRR). NIDILRR is a Center within the Administration for Community Living (ACL), Department of Health and Human Services (HHS). The contents of this presentation do not necessarily represent the policy of NIDILRR, ACL, HHS, and you should not assume endorsement by the Federal Government.

Don’t forget to fill out the evaluation form! https://www.surveygizmo.com/s3/4534808/Evaluation-KTDRR-2018-KT-Conference

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