introduction to pactify - a web based cooperation platform
TRANSCRIPT
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An introduction
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AGENDA
-2- © 2013 Pactify Software. All rights reserved.
• Positioning
• On progressively increasing autonomy and co-operation
• Our “immediate, goal based feedback system” – PACT-ify / Pact Value
• Screenshots
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-3- © 2013 Pactify Software. All rights reserved.
Pactify is a methodology to support cross-company
transformation initiatives
• 1 dedicated platform for the program
– Simple to use (to max adoption& involvement)
– Transparent (trough all the layers …)
• Guiding teams in developing their
– Objective
– Approach
• … and planning and tracking “the essence of what
ties them together”:
– Milestones
– Actions
– Target impact
• … even with the different entities each having
own, different, “vertical” tracking approaches and
methods
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Initiatives can be flexibly structured and structure itself can
be expanded on the go
-4- © 2013 Pactify Software. All rights reserved.
Sub-program / taskforce 1
Program 1
Sub-program / taskforce 2
Projects/ initiatives
TO
DA
Y
Do J De I
Projects/ initiatives
“ “ Sub-program / taskforce 3
Projects/ initiatives
Program 2 …
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All initiatives go trough planning and execution tracking of
gates, milestones, actions and impacts
-5- © 2013 Pactify Software. All rights reserved.
TO
DA
Y
Do J De Im
KPI impacts
4 stages:
• Documented
• Justified
• Decided
• Implemented
1
2
3
4
The 4 components of an initiative/ project:
Actions/ decisions (to achieve the stages and milestones)
Specific milestones (deliverables, required interim results)
To go from idea to a project Updated forecast date (along the way)
1
2
For each item has:
A status
• On track
• Delayed
• Off track
• Done/ Achieved
3
For impacts : re-forecast impact
(per month)
Name, owner, target date (“stick in
the ground”)
4
The actual execution of a project
time
Pilot successful Pilot prepared
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AGENDA
-6- © 2013 Pactify Software. All rights reserved.
• Positioning
• On progressively increasing autonomy and co-operation
• Our “immediate, goal based feedback system” – PACT-ify / Pact Value
• Screenshots
![Page 7: Introduction to Pactify - a web based cooperation platform](https://reader034.vdocuments.us/reader034/viewer/2022051617/55a4f6f81a28abd15a8b4647/html5/thumbnails/7.jpg)
-7- © 2013 Pactify Software. All rights reserved.
Autonomy and co-operation are critical success factors for
implementing cross-company transformation initiatives
• Addressing complex, strategic issues
– Today’s strategic issues require great idea’s,
effective implementation, delivered faster and faster
Characteristics of these initiatives
• Autonomy of participants
– Enables mindset to cope with complexity and
better adopt required skills
– If forced, people don’t produce the required
solutions
Key requirements for success
• Across multiple org entities, where team work is
not “a given”
– Strategy always involves more than 1 entity (by def)
– Teams not familiar with each other, no direct
incentive, different styles, methods, hierarchy, …
• Make the co-operation really work
– Motivated by the team and common goal itself
– All become 1, helping each other
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We distinguish 4 gradual steps for individuals to take up autonomy
-8- © 2013 Pactify Software. All rights reserved.
“Confident partner
to sponsor”
• Anticipate sponsors’ feedback
• Make and defend recommendations
• Impact the steering decisions
• Open up for personal development
(coached by your sponsor)
• Define milestones first, then required actions
• Align the milestones plan with the sponsors
“Goal-oriented”
• Always one step ahead of the sponsor
• Fully inside/ immersed in the progress/
problem – 100% focus
“Self-steering
as individual”
1
0
3
2
4
Level of autonomy of the individuals on the team
“On boarding”
• Understand and accept the mission
• From day 1, work themselves on the platform (document/
plan/ report/ present) – not the PMO or others
“I need to do this for my boss and it comes on top of everything else ”
“I find it valuable, WANT to achieve it and will be proud!”
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We distinguish 4 gradual steps for teams to increase co-operation
-9- © 2013 Pactify Software. All rights reserved.
“Generate
traction to
deliver”
• From stop&go to a continuous flow of
activity
‒ Balance skill vs complexity (flow)
‒ Performant cycle : individual work vs
team work vs reporting to steerco
• Grow into 1
‒ Find team as interesting as yourself
(skills, motivation)
‒ Provide help beyond own resp.
‒ “Irrelevant” differences flattened out
• Develop specific milestone plan together
• “Accept and propose” ownership of required
milestones and actions
• The combination makes sense to all
“Engage in the
planning”
• Only focused on delivering on target
• No individuals / 1 group
• No steering needed “Self-steering
as a group”
1
0
3
2
4
Level of co-operation within the team
“On boarding”
• Come together in 1 place / 1 platform
• Get to know each other
• Describe and align a joint team objective and approach
“My boss sent me in here, I’ll defend our department’s interests first”
“Our objective is crucial for the company and our team acts as 1”
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How autonomy and steering go hand in hand : sponsors and
team “meet” in the formulation of the milestones
10 © 2013 Pactify Software. All rights reserved.
Milestone Action The plan/
The progress
The sponsor
Team autonomy Team autonomy
The team
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Our approach to move individuals and teams in the autonomy and
co-operation matrix
• Provide a web based tracking tool
– Easy to use platform (for max adoption and
interaction)
– Transparent to all participants
– Participants work themselves (no PMO)
– To plan and track all co-operation milestones,
actions and impacts
• Use a voluntary, goal-based feedback system
within the team (PACT-ify – Pact Value)
• Provide coaching and support to guide teams
and individuals
– Focus on “making them want it”
– Versus “having them do it”
– Or (worse) “doing it for them”
-11- © 2013 Pactify Software. All rights reserved.
Autonomy
1 2 3 4
2
1
3
4
Co
-op
era
tio
n
?
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AGENDA
-12- © 2013 Pactify Software. All rights reserved.
• Positioning
• On progressively increasing autonomy and co-operation
• Our “immediate, goal based feedback system” – PACT-ify / Pact Value
• Screenshots
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What is our feedback system ?
-13- © 2013 Pactify Software. All rights reserved.
• The Pledge
– To “PACT-ify” your project
• The goal-based feedback system
– The “Pact Value”
A voluntary, explicit signal from the team that they …
• Value and like the project
• Believe in their plan & want to deliver
• Want to take over autonomy in execution
• Will co-operate and help each other
… and want to form a Pact to make this concrete
Points based system measuring the (cumulative) team
activity and performance vs plan
• All planned actions and milestones by everyone on the
team contribute
– More for a milestone than for an action
– The more ahead of plan, the higher (and vice versa)
• 1 value for the whole team, every team member has an
impact on this value
• “Actual”, “forecast” compared to “target pact value”
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1) The Team
2) The challenge
• Objective
• Milestone plan
• Progress
3) The goal-based feedback
Our definition of a Pact
-14- © 2013 Pactify Software. All rights reserved.
Feelings inside the Pact:
curiosity, purposefulness, concentration,
proudness, self-confidence, relatedness, fun, ….
Feelings outside of a Pact:
frustration, boredom, fear, tiredness
(wasted energy) …
A PACT is a bond or commitment to you help yourself and the others to:
2) keep all distractions and potential
blockers outside of the PACT :
This way, the team will develop intrinsic motivation, the only mindset that really allows to
outperform on complex challenges
+ all the other work to be done …
+ other handbrakes, umbrella’s, politics
+ ….
1) develop and maintain a genuine liking of the
team and challenge, and an appetite to deliver
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The goal-based feedback system – “The Pact Value”
15 © 2013 Pactify Software. All rights reserved.
TODAY
= Our current cumulative
performance vs plan
= What we
promised
= Our remaining
intention
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How does our feedback system helps fostering autonomy?
• Autonomy is a personal thing, we don’t expect nor push for autonomy, we gently ask
the question, so teams can signal it: “Do you want to Pactify?”
• In pure autonomy, there cannot be a boss anywhere near anymore, but teams still
need guidance towards their goals, so a feedback systems is needed
• All small steps of progress immediately visible : a key motivator
• Maximizing your Pact Value drives all the “good” behaviors:
– Realistic but solid plans – with all required milestones aligned
– Maximum amount of required tasks to achieve milestones (traction)
– Deliver vs what you promise : the quicker, the more Pact Value
• Incl. helping others to deliver on their action/ milestone for the Pact
• We make them feel autonomy, instead of telling them “they should be autonomous”
– Trough immediate, activity-based feedback, you start feeling it
– Feeling it sticks much longer than having to hear you should …
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© 2013 Pactify Software. All rights reserved.
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How does our feedback system helps making co-operation work ?
• We measure it, to understand it and stimulate/ incentivise it
– All co-operation activity/ results contribute directly to the measurement
• Including helping the others to deliver their action/ milestone for the Pact
– In an objective way, independent of politics, perceptions, hierarchy, …
– Contrary to traditional KPI measurements (financial, operational, …), Pact Value is a “human
activity” measurement, which is a direct driver for impacting performance
• You make them feel co-operation, instead of telling them “they should co-operate”
– Trough immediate, activity-based feedback, you start feeling it
– Feeling it sticks much longer than having to hear you should …
-17- © 2013 Pactify Software. All rights reserved.
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AGENDA
-18- © 2013 Pactify Software. All rights reserved.
• Positioning
• On progressively increasing autonomy and co-operation
• Our “immediate, goal based feedback system” – PACT-ify / Pact Value
• Screenshots
![Page 19: Introduction to Pactify - a web based cooperation platform](https://reader034.vdocuments.us/reader034/viewer/2022051617/55a4f6f81a28abd15a8b4647/html5/thumbnails/19.jpg)
Screenshot – subprogram overview
-19- © 2013 Pactify Software. All rights reserved.
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Screenshots – Milestone heat map
-20- © 2013 Pactify Software. All rights reserved.
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Screenshots – initiative tabs
-21- © 2013 Pactify Software. All rights reserved.
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Screenshot – project progress timeline with actions and
milestones
-22- © 2013 Pactify Software. All rights reserved.
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Screenshots – Pact Value Creation across the entire program
-23- © 2013 Pactify Software. All rights reserved.
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Pact Value charts – immediate goal-based feedback system
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