jordan-webb - all rights reserved 1991-2005 -v9 - page 1 approach and application the search for...
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Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 1
Approach and Application The Search for Opportunity
WebIQ Educational Series D
Paul CollinsJordan-Webb(773) [email protected]://www.jordan-webb.net
(Facilitating Collaboration in Distributed and Virtual Environments)
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 2
D E C I S I O N O R S E S S I O N C O M P L E X I T Y
Tele/VideoConferencing
Presentation Feedback
Project Status Meetings
Project Post-Mortem Reviews
ProductPositioning
Customer or Employee
Focus Groups
RequirementsAnalysis
RiskAnalysis
Business StrategyPlanning
Process Re-Engineering
Brainstorming
MetricsDevelopment
StartingPointApplication Portfolio S
K I L
L S
R E
Q U
I R E
D
Core Work Processes
Process Improvement
KnowledgeCapture
There are literally hundreds of applications, and you don’t have to be a “Rocket Scientist”!
What’s the “right” application for WebIQ?
Programs & Projects
E-MailBroadcasts
Organization Capability Model While WebIQ can be a valuable tool for higher-level processes, (i.e. strategy planning), it can also be integrated into to basic, repeatable, everyday activities (i.e. project status meetings,
tele/video-conferencing, presentation feedback, peer assists)
Software Code InspectionPeer
AssistsTeam
Meetings
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 3
Situations-Opportunities
SOLVE PROBLEM QUICKLY•Customers in Different Locations•Expertise in Different Locations
SOLVE PROBLEM QUICKLY•Customers in Different Locations•Expertise in Different Locations
CONTAIN COSTS•Travel Restrictions•External Perspectives Critical
CONTAIN COSTS•Travel Restrictions•External Perspectives Critical
ASSESS ALTERNATIVES•Unclear Evaluation Criteria•Too Much or Too Little Data
ASSESS ALTERNATIVES•Unclear Evaluation Criteria•Too Much or Too Little DataOPERATE FROM BURNING PLATFORM
•Need It Yesterday•There Is No Tomorrow
OPERATE FROM BURNING PLATFORM•Need It Yesterday•There Is No Tomorrow
PROGRAMS & PROJECTSPROGRAMS & PROJECTS
DETERMINE FAILURE•Seemingly Unrelated Symptoms• Multiple Cause/Effect Relationships
DETERMINE FAILURE•Seemingly Unrelated Symptoms• Multiple Cause/Effect Relationships
BUILD FOR UNCERTAIN FUTURE•insulated from External Influence•Highly Effective Gatekeepers
BUILD FOR UNCERTAIN FUTURE•insulated from External Influence•Highly Effective Gatekeepers
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 4
Collaborative Activities
PROBLEM SOLVING•Root Cause Analysis•Solution Planning
PROBLEM SOLVING•Root Cause Analysis•Solution Planning
INFORMATION GATHERING•Brainstorming•List Reduction
INFORMATION GATHERING•Brainstorming•List Reduction
GROUP DECISION MAKING•Consensus Building•Stakeholder Analysis
GROUP DECISION MAKING•Consensus Building•Stakeholder AnalysisKNOWLEDGE SHARING
•List building•Categorization
KNOWLEDGE SHARING•List building•Categorization
CORE WORK PROCESSESCORE WORK PROCESSES
IDEATION / CREATIVITY•Problem Formulation•Concept Development
IDEATION / CREATIVITY•Problem Formulation•Concept Development
CONFLICT RESOLUTION•Problem Identification•Active Listening
CONFLICT RESOLUTION•Problem Identification•Active Listening
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 5
Application Portfolio - 1
PERFORMANCE MANAGEMENT•Standards Development•Performance Assessment
PERFORMANCE MANAGEMENT•Standards Development•Performance Assessment
BUSINESS STRATEGY PLANNING•SWOT Analysis•Opportunity Assessment
BUSINESS STRATEGY PLANNING•SWOT Analysis•Opportunity Assessment
SOFTWARE DEVELOPMENT•Requirements Analysis•Joint Application Design (JAD)
SOFTWARE DEVELOPMENT•Requirements Analysis•Joint Application Design (JAD)COMPETITIVE INTELLIGENCE
•Behavioral Analysis•Environmental Analysis
COMPETITIVE INTELLIGENCE•Behavioral Analysis•Environmental Analysis
PROGRAMS & PROJECTSPROGRAMS & PROJECTS
ORGANIZATION DEVELOPMENT•Capability Assessment•Team Development
ORGANIZATION DEVELOPMENT•Capability Assessment•Team Development
RISK MANAGEMENT•Anticipatory Failure Determination•Secondary Problem Analysis
RISK MANAGEMENT•Anticipatory Failure Determination•Secondary Problem Analysis
PROJECT MANAGMENT•Project Concept Definition•Project Readiness Assessment
PROJECT MANAGMENT•Project Concept Definition•Project Readiness Assessment
LEGAL & LITIGATION OPERATIONS•Product Liability Assessment•Risk/Opportunity Assessment
LEGAL & LITIGATION OPERATIONS•Product Liability Assessment•Risk/Opportunity Assessment
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 6
Application Portfolio - 2
HUMAN RESOURCES MANAGEMENT•Candidate Evaluation•Employee Surveys & Focus Groups
HUMAN RESOURCES MANAGEMENT•Candidate Evaluation•Employee Surveys & Focus Groups
CHANGE MANAGEMENT•Organization Climate Analysis•Transition Planning
CHANGE MANAGEMENT•Organization Climate Analysis•Transition Planning
MILITARY INTELLIGENCE•Disinformation Strategy•Operational Needs Analysis
MILITARY INTELLIGENCE•Disinformation Strategy•Operational Needs AnalysisPROGRAM MANAGEMENT
•Performance Objective Development•Post-Mortem Reviews
PROGRAM MANAGEMENT•Performance Objective Development•Post-Mortem Reviews
PROGRAMS & PROJECTSPROGRAMS & PROJECTS
MARKETING RESEARCH•Distribution Channel Analysis•Conjoint Analysis
MARKETING RESEARCH•Distribution Channel Analysis•Conjoint Analysis
SALES PLANNING•Territory Analysis & Alignment•Customer Profitability
SALES PLANNING•Territory Analysis & Alignment•Customer Profitability
PRODUCT RESEARCH & DEVELOPMENT•Resource Allocation•Go/Kill Criteria Development
PRODUCT RESEARCH & DEVELOPMENT•Resource Allocation•Go/Kill Criteria Development
PROCESS IMPROVEMENT•Key Functional Area Definition•Key Improvement Prioritization
PROCESS IMPROVEMENT•Key Functional Area Definition•Key Improvement Prioritization
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 7
Application Portfolio - 3
QUALITY MANAGEMENT•Customer Surveys & Focus Groups•Product Quality Measurement
QUALITY MANAGEMENT•Customer Surveys & Focus Groups•Product Quality Measurement
PROCESS RE-ENGINEERING•Process Modeling•Functional Decomposition
PROCESS RE-ENGINEERING•Process Modeling•Functional Decomposition
FINANCIAL MANAGEMENT•Pre-Approval Audits•Financial Policy Analysis
FINANCIAL MANAGEMENT•Pre-Approval Audits•Financial Policy AnalysisPURCHASING MANAGEMENT
•RFP Evaluation•Vendor/Contract Selection
PURCHASING MANAGEMENT•RFP Evaluation•Vendor/Contract Selection
PROGRAMS & PROJECTSPROGRAMS & PROJECTS
LOGISTICS/DISTRIBUTION•Material & Information Flow•Supply Chain Analysis
LOGISTICS/DISTRIBUTION•Material & Information Flow•Supply Chain Analysis
MANUFACTURING CONTROL•Capacity Planning•Production Scheduling
MANUFACTURING CONTROL•Capacity Planning•Production Scheduling
ENVIRONMENTAL IMPACT•Causal Analysis•Project Assessment
ENVIRONMENTAL IMPACT•Causal Analysis•Project Assessment
SECURITY & DISASTER RECOVERY•Business Resumption Planning•Strategic Recovery Procedure Development
SECURITY & DISASTER RECOVERY•Business Resumption Planning•Strategic Recovery Procedure Development
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 8
Application Portfolio - 4
KNOWLEDGE MANAGEMENT•Suggestion Solicitation•Knowledge Capture
KNOWLEDGE MANAGEMENT•Suggestion Solicitation•Knowledge Capture
MARKETING STRATEGY PLANNING•Product Positioning•Concept Approval
MARKETING STRATEGY PLANNING•Product Positioning•Concept Approval
SOFTWARE ENGINEERING•Code Inspection/Review•Key Process Area Assessment
SOFTWARE ENGINEERING•Code Inspection/Review•Key Process Area AssessmentTRAINING
•Needs Analysis & Assessment•Program Evaluation
TRAINING•Needs Analysis & Assessment•Program Evaluation
PROGRAMS & PROJECTSPROGRAMS & PROJECTS
MERGER RE-ORGANIZATION•Resource Re-Alignment•Systems Re-Design
MERGER RE-ORGANIZATION•Resource Re-Alignment•Systems Re-Design
INFORMATION ENGINEERING•Information Strategy Planning•Project Scoping Meetings
INFORMATION ENGINEERING•Information Strategy Planning•Project Scoping Meetings
EDUCATION•Collaborative Authoring•Distance Learning
EDUCATION•Collaborative Authoring•Distance Learning
SCENARIO PLANNING•Focal Issue Development•Driving Force Identification
SCENARIO PLANNING•Focal Issue Development•Driving Force Identification
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 9
Individual Work
Group Work
Generative TasksConstructive Tasks
Relative Utility of a Computer Interface vs. a Paper & Pen Interface In Different Situations
10%
40%
15%
90%
85%
60%80%
20%
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 10
Hands-On Public Orientation:– Initial exposure to the environment, Q&A - decision point: private orientation or pilot?
Optional Hands-On Private Orientation:– Internal transition team’s exposure to the environment with more focused Q&A, early exploration - decision point: cross functional or
single function?
Low Risk Pilot: Phase: – Exploration and experimentation, prototype design, build business case - decision point: pursue further investigation?
Experimental Pilot Phase:– Low risk pilot projects / sessions confirm that Computer-Supported Collaboration would be useful under the best possible
circumstances - decision point: expand pilot(s)?
Expanded Pilot Phase:– Pilot projects / sessions involve more complex issues and establish the organization’s effective use of and commitment to Computer-
Supported Collaboration - decision point: critical mass reached?
Critical Mass Phase:– Computer-Supported Collaboration is widely used throughout the organization, and issues of oversight, infrastructure, accessibility
and cross-functional barriers have been resolved - decision point: how to optimize and add more value?
Transformation Phase:– A highly visionary phase, where everyone has access to shared workspace and a clear sense of purpose. Groups become self-
managed and leadership is shared. decision point: where are new opportunities?
Steps to Deployment - Transitions
Jordan-Webb - All Rights Reserved 1991-2005 -v9 - Page 11
Objectives– Test Drive:
• Get your feet wet and experience how web collaboration works
– Next steps:• Follow up with a facilitated “opportunity search” discussion
– Short Term: • Help you plan and implement low-risk pilot process(es)
– Mid Term: • Help you identify and integrate other applications
– Long Term: • Help you develop and sustain internal capabilities
Paul Collins - [email protected] - (773) 463-2288
Next Steps & Action Items