[aiim16] the e3 method for collaboration: engagement, expectation, enthusiasm

The E3 Method for Collabora1on:

Engagement, Expecta1on, and Enthusiasm

Hubert Dorsainvil, Director Li1ga1on Support and Records Management, A+E Networks

Gretchen Nadasky, Manager, Informa1on Management, Op1mity Advisors

©Gretchen Nadasky

Team E3

Gretchen Nadasky, Manager Op1mity Advisors Informa1on Management Prac1ce

Hubert Dorsainvil, Director Li1ga1on Support and Records Management, A+E Networks

©Gretchen Nadasky

Collabora1on vs. Par1cipa1on Collabora1on means giving and receiving of knowledge, resources, and influence

SHARE KNOWLEDGE •  Build collec1ve intelligence •  Move the process forward through ins1tu1onal experience •  Iden1fy the right people

OFFER RESOURCES •  Allocate 1me, money, and talent •  Commits to deliverables and advocacy USE INFLUENCE •  Engage others in the ini1a1ve •  Share power to execute on plans

©Gretchen Nadasky

The E3 Method to Build Collabora1on

Step 1 – Iden+fy the Scenario

Step 2 – Make A Plan Using E3

Step 3 – Deploy IDEA Tac+cs to Achieve Goals

Pain Principle, Barn Door, Elements of Fire

Engagement, Expecta+ons, Enthusiasm

Iden+fy, Develop, Elicit, Align

Collabora+on

©Gretchen Nadasky

Step 1 – Iden1fy the Scenario

Collabora+on Collabora+on Pain Principle Barn Door Elements of Fire

Typical scenarios requiring collabora+on

©Gretchen Nadasky

The Pain Principle Scenario The problem is visible but no one wants to fix it

©Gretchen Nadasky

Recognizing the Pain Principle Scenario The problem is visible but no one wants to fix it

1.  The problem is acknowledged and accepted “That is the way we have always done it” “It’s ok for now” “We have bigger fish to fry” “It makes no sense…but I just work here”

2.  There are widespread work-‐arounds

3.  People literally refuse to talk about it

There is a lack of engagement

©Gretchen Nadasky

The Barn Door Scenario Something bad has happened and needs to be fixed

©Gretchen Nadasky

Recognizing the Barn Door Scenario

There are nega1ve expecta1ons

Something bad has happened and needs to be fixed

1.  There is concern or panic around the problem “This is a disaster!” “We will never be able to fix it/recover” “It is all because of that other group” “This is a game-‐changer-‐let’s reverse course”

2.  There are widespread rumors

3.  People talk about it behind closed doors

©Gretchen Nadasky

The Elements of Fire Scenario The situa1on is not well-‐understood by the group

©Gretchen Nadasky

Recognizing the Elements of Fire Scenario

Few people are enthusias1c

1.  There is a lack of understanding of the problem “That’s not a problem” “Nothing bad has happened yet” “I don’t see what you are so worried about” “That doesn’t have anything to do with me”

2.  There is widespread disbelief

3.  People aren’t interested in talking about it

The situa1on is not well-‐understood by the group

©Gretchen Nadasky

Step 2 – Make a Plan Using E3

Engagement Expecta+ons Enthusiasm

Collabora+on

©Gretchen Nadasky

Step 2 – Address the Scenario with E3 Methods

SCENARIO SITUATION E3METHOD

Pain Principle Lack of engagement with the problem and no support for a solu1on Engagement

Barn Door Nega1ve expecta1ons and inability to focus on a solu1on

Expecta1on

Elements of Fire

Knowledge about the problem that makes you enthusias1c to solve it isn’t shared or understood Enthusiasm

©Gretchen Nadasky

Engagement – Pain Principle Scenario Build a network

BUILD ENGAGEMENT Proac1vely bring people together to enlist support

©Gretchen Nadasky

Expecta1ons – Barn Door Scenario Quan1fy the situa1on

SET EXPECTATIONS Show the value of the project with metrics

©Gretchen Nadasky

Enthusiasm – Elements of Fire Scenario Communicate with passion

COMMUNICATE WITH ENTHUSIASM Cra_ a strong message and repeat it

with energy

©Gretchen Nadasky

Engagement – Pain Principle Scenario The problem is visible but no one wants to fix it

ENGAGEMENT EXECUTION – BUILD A NETWORK

Iden+fy Iden1fy stakeholders that will benefit from the collabora1on

Develop Develop a broader group to support the collabora1on

Elicit Elicit feedback and personal introduc1ons to build the network

Align Align people with similar needs

©Gretchen Nadasky

Expecta1ons – Barn Door Scenario Something bad has happened and needs to be fixed

EXPECTATION EXECUTION – QUANTIFY RISKS AND SOLUTIONS

Iden+fy Iden1fy processes that can be measured

Develop Develop metrics that will demonstrate the success of the collabora1on

Elicit Elicit individual values to make the benefit of collabora1on personal

Align Align collabora1ve ac1vi1es with measurable outcomes

©Gretchen Nadasky

Enthusiasm – Elements of Fire Scenario The situa1on is not well-‐understood by the group

ENTHUSIASM EXECUTION – BUILD A NETWORK

Iden+fy Key themes and trends of interest

Develop Develop message that is repeatable

Elicit Elicit excitement by personalizing the message

Align Align goals, values, and message

©Gretchen Nadasky

The E3 Method Summary Use these strategies in combina1on – and don’t give up!

Scenario E3 Approach Tac1c IDEA Execu1on

Pain Principle – The problem is visible, no one wants to fix it

Engagement

Build a community

•  Iden1fy stakeholders •  Develop a broader group •  Elicit feedback and

personal introduc1ons •  Align goals

Barn Door – Something bad has happened and needs to be fixed

Expecta1on

Quan1fy the situa1on

•  Iden1fy processes that can be measured

•  Develop metrics that will demonstrate

•  Elicit personal values •  Align goals to build

rela1onships

Elements of Fire – The situa1on is not well-‐understood by the group

Enthusiasm

Communicate with passion

•  Iden1fy key themes and trends of interest

•  Develop repeatable message

•  Elicit excitement by personalizing message

•  Align goals, values and message

©Gretchen Nadasky

Gretchen Nadasky – Op1mity Advisors [email protected] Hubie Dorsainvil – A+E Networks [email protected]

©Gretchen Nadasky

[aiim16] the e3 method for collaboration: engagement, expectation, enthusiasm

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