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Plan	
  for	
  Implementa.on:	
  	
  Manage	
  Up	
  
	
  
Kay	
  Coleman,	
  Partner	
  
Webinar	
  
	
  
March	
  23,	
  2016	
  
For	
  more	
  informa6on,	
  go	
  to	
  fcbpartners.com	
  or	
  call	
  Lindsay	
  Field	
  617.245.0265	
  
1	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
First,	
  a	
  Defini-on…	
  
“Implementa2on	
  is	
  the	
  process	
  of	
  
pu9ng	
  a	
  decision	
  or	
  plan	
  into	
  effect;	
  
execu2on.”	
  
“Implementa2on	
  is	
  the	
  realiza2on	
  of	
  
an	
  applica2on,	
  or	
  execu2on	
  of	
  a	
  plan,	
  
idea,	
  model,	
  design,	
  specifica2on,	
  
standard,	
  algorithm,	
  or	
  policy.”	
  
	
  Implementa-on	
  =	
  Execu-on?	
  
2	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Not	
  Quite…Some	
  Useful	
  Dis-nc-ons	
  
Implementa-on	
  =	
  Managing	
  the	
  Transi-on	
  
	
  Implementa-on	
   Execu-on	
  
Time	
  Horizon	
   Time-­‐limited	
   Indefinite	
  
Synonyms	
   Installing	
  or	
  
transi6oning	
  
Following	
  a	
  game	
  
plan	
  
Scope	
   Business	
  System	
   Process-­‐specific	
  
Whose	
  Focus	
   Implementa6on/	
  
Project	
  Team	
  
Process	
  Performers	
  
Execu-on	
  =	
  Delivering	
  the	
  Results	
  
3	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Implementation Requires Business
System Change
CHANGE
Skills
&
Competencies
Business
Processes
I/T
Measures
&
Rewards
Mindsets &
Behavior
Business System
Strategy
Environment
“As-Is” “To-Be”
Business System
Strategy
Environment
Skills
&
Competencies
Business
Processes
I/T
Measures
&
Rewards
Mindsets &
Behavior
4	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
The	
  Future	
  Vision	
  Implemented	
  through	
  a	
  Series	
  of	
  Releases	
  
Transitioning from Here to There
Skililsl
&
Competencies
Business
Processes
I/T
Measures
&
Rewards
Mindsets &
Behavior
Business System
Strategy
Environment
Current	
  State	
  
Skills
&
Competencies
Business
Processes
I/T
Measures
&
Rewards
Mindsets &
Behavior
Business System
Strategy
Environment
Future	
  Vision	
  
RELEASE	
  1	
  
RELEASE	
  2	
  
RELEASE	
  3	
  
Skills
&
Competencies
Business
Processes
Information
Systems &
Technology
Measures
&
Rewards
Mindsets &
Behavior
5	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Tracks Sequence of Activities and Dependencies for Release:_____________________
GoLive
Managing	
  the	
  Transi-on:	
  
Key	
  Milestones	
  and	
  Dependencies
	
  	
  
6	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
•  Resources:	
  	
  assess	
  and	
  meet	
  minimal	
  requirements	
  
•  Skills:	
  	
  shore	
  up	
  key	
  vulnerabili6es	
  
•  Compe6ng	
  priori6es:	
  	
  clarify	
  who’s	
  on	
  first	
  
•  Dependencies:	
  	
  iden6fy	
  and	
  monitor	
  milestones	
  
•  Risks:	
  	
  classify	
  and	
  manage	
  accordingly	
  (e.g.,	
  high	
  risks	
  =	
  
con6ngency	
  plans)	
  
•  Schedule:	
  	
  balance	
  need	
  for	
  speed	
  vs.	
  need	
  for	
  success	
  
	
  
Plan	
  for	
  Implementa-on:	
  	
  “Manage	
  Up”	
  
Concerns	
  that	
  You	
  and	
  Your	
  Manager	
  Share	
  	
  	
  
7	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
How to “Manage Up”
«  Understand	
  your	
  Manager’s	
  priori6es	
  and	
  preferences	
  
«  Frame	
  your	
  needs	
  (resources,	
  informa6on,	
  support,	
  approval)	
  in	
  	
  
joint	
  interests	
  and	
  link	
  to	
  organiza6onal	
  goals	
  
«  Be	
  a	
  partner,	
  not	
  a	
  subordinate	
  
«  An6cipate	
  problems	
  and	
  iden6fy	
  solu6ons	
  
«  Avoid	
  surprises,	
  but	
  always	
  tell	
  the	
  truth	
  
«  Take	
  ini6a6ve	
  and	
  deliver	
  on	
  commitments	
  
	
  
	
  
Or	
  How	
  to	
  Be	
  a	
  Great	
  Direct	
  Report	
  
8	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Some	
  Comic	
  Relief…	
  
9	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
FCB	
  2016	
  Public	
  Courses	
  
Event	
   Dates	
  and	
  Loca-on	
  
Change	
  Leaders	
  and	
  Catalysts	
  
Advanced	
  Cer2fica2on	
  Course	
  
Arlington,	
  VA,	
  April	
  4-­‐5	
  
**Implementa-on	
  and	
  Execu-on	
  
Advanced	
  Cer2fica2on	
  Course	
  
Arlington,	
  VA,	
  April	
  6-­‐7	
  
Process	
  Redesign	
  
Hammer	
  Cer2fica2on	
  Course	
  
Arlington,	
  VA,	
  April	
  5-­‐8	
  
Power	
  of	
  Process	
  
Hammer	
  Cer2fica2on	
  Course	
  
New	
  Orleans,	
  LA,	
  October	
  24-­‐25	
  
Leading	
  Transforma-on	
  
Hammer	
  Cer2fica2on	
  Course	
  
New	
  Orleans,	
  LA,	
  October	
  26-­‐28	
  
**	
  See	
  next	
  page	
  for	
  course	
  overview	
  and	
  detail	
  
10	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
Implementa.on	
  and	
  Execu.on	
  
A	
  course	
  on	
  project	
  implementa.on	
  planning,	
  execu.on,	
  and	
  see-­‐through	
  to	
  results	
  
As	
  projects	
  move	
  toward	
  implementa6on,	
  they	
  need	
  a	
  plan:	
  	
  How	
  they	
  will	
  test	
  concepts,	
  
scope	
  releases,	
  run	
  pilots,	
  roll	
  out,	
  and	
  integrate	
  changes	
  
	
  
What	
  we	
  cover:	
  	
  How	
  to	
  deliver	
  expected	
  results	
  of	
  major	
  change	
  ini.a.ves	
  
•  Intended	
  outcomes	
  –	
  required	
  changes,	
  expected	
  consequences,	
  desired	
  results	
  
•  Implementa6on	
  roadmap	
  –	
  releases,	
  labs,	
  pilots,	
  early	
  wins	
  
•  Transi6on	
  management	
  –	
  roles,	
  responsibili6es,	
  and	
  dependencies	
  
•  Reinforcing	
  behavior	
  –	
  scorecards,	
  huddles,	
  and	
  visual	
  management	
  
Who	
  should	
  take	
  this	
  course:	
  	
  Implementa.on	
  leaders,	
  planners,	
  and	
  managers	
  
•  Business	
  Process	
  Managers	
  	
  
•  IT	
  project	
  leaders	
  	
  
•  Lean	
  Six	
  Sigma	
  black	
  belts	
  
	
  
What	
  you	
  will	
  learn	
  
•  Define	
  changes	
  and	
  stakeholder	
  impacts	
  
•  Plan	
  the	
  transi6on	
  –	
  6meline,	
  events,	
  and	
  dependencies	
  
•  Establish performance measures	
  
•  Accelerate	
  adop6on	
  through	
  governance,	
  organiza6on,	
  and	
  systems	
  
11	
  ©2016	
  FCB	
  Partners.	
  All	
  rights	
  reserved.	
  
For	
  More	
  Informa-on	
  
FCB	
  Partners	
  
	
  
Lindsay	
  Field,	
  Program	
  Director	
  
617	
  245	
  0265	
  
lfield@fcbpartners.com	
  

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FCB Partners Webinar: Plan for Implementation - Manage Up

  • 1. Plan  for  Implementa.on:    Manage  Up     Kay  Coleman,  Partner   Webinar     March  23,  2016   For  more  informa6on,  go  to  fcbpartners.com  or  call  Lindsay  Field  617.245.0265  
  • 2. 1  ©2016  FCB  Partners.  All  rights  reserved.   First,  a  Defini-on…   “Implementa2on  is  the  process  of   pu9ng  a  decision  or  plan  into  effect;   execu2on.”   “Implementa2on  is  the  realiza2on  of   an  applica2on,  or  execu2on  of  a  plan,   idea,  model,  design,  specifica2on,   standard,  algorithm,  or  policy.”    Implementa-on  =  Execu-on?  
  • 3. 2  ©2016  FCB  Partners.  All  rights  reserved.   Not  Quite…Some  Useful  Dis-nc-ons   Implementa-on  =  Managing  the  Transi-on    Implementa-on   Execu-on   Time  Horizon   Time-­‐limited   Indefinite   Synonyms   Installing  or   transi6oning   Following  a  game   plan   Scope   Business  System   Process-­‐specific   Whose  Focus   Implementa6on/   Project  Team   Process  Performers   Execu-on  =  Delivering  the  Results  
  • 4. 3  ©2016  FCB  Partners.  All  rights  reserved.   Implementation Requires Business System Change CHANGE Skills & Competencies Business Processes I/T Measures & Rewards Mindsets & Behavior Business System Strategy Environment “As-Is” “To-Be” Business System Strategy Environment Skills & Competencies Business Processes I/T Measures & Rewards Mindsets & Behavior
  • 5. 4  ©2016  FCB  Partners.  All  rights  reserved.   The  Future  Vision  Implemented  through  a  Series  of  Releases   Transitioning from Here to There Skililsl & Competencies Business Processes I/T Measures & Rewards Mindsets & Behavior Business System Strategy Environment Current  State   Skills & Competencies Business Processes I/T Measures & Rewards Mindsets & Behavior Business System Strategy Environment Future  Vision   RELEASE  1   RELEASE  2   RELEASE  3   Skills & Competencies Business Processes Information Systems & Technology Measures & Rewards Mindsets & Behavior
  • 6. 5  ©2016  FCB  Partners.  All  rights  reserved.   Tracks Sequence of Activities and Dependencies for Release:_____________________ GoLive Managing  the  Transi-on:   Key  Milestones  and  Dependencies    
  • 7. 6  ©2016  FCB  Partners.  All  rights  reserved.   •  Resources:    assess  and  meet  minimal  requirements   •  Skills:    shore  up  key  vulnerabili6es   •  Compe6ng  priori6es:    clarify  who’s  on  first   •  Dependencies:    iden6fy  and  monitor  milestones   •  Risks:    classify  and  manage  accordingly  (e.g.,  high  risks  =   con6ngency  plans)   •  Schedule:    balance  need  for  speed  vs.  need  for  success     Plan  for  Implementa-on:    “Manage  Up”   Concerns  that  You  and  Your  Manager  Share      
  • 8. 7  ©2016  FCB  Partners.  All  rights  reserved.   How to “Manage Up” «  Understand  your  Manager’s  priori6es  and  preferences   «  Frame  your  needs  (resources,  informa6on,  support,  approval)  in     joint  interests  and  link  to  organiza6onal  goals   «  Be  a  partner,  not  a  subordinate   «  An6cipate  problems  and  iden6fy  solu6ons   «  Avoid  surprises,  but  always  tell  the  truth   «  Take  ini6a6ve  and  deliver  on  commitments       Or  How  to  Be  a  Great  Direct  Report  
  • 9. 8  ©2016  FCB  Partners.  All  rights  reserved.   Some  Comic  Relief…  
  • 10. 9  ©2016  FCB  Partners.  All  rights  reserved.   FCB  2016  Public  Courses   Event   Dates  and  Loca-on   Change  Leaders  and  Catalysts   Advanced  Cer2fica2on  Course   Arlington,  VA,  April  4-­‐5   **Implementa-on  and  Execu-on   Advanced  Cer2fica2on  Course   Arlington,  VA,  April  6-­‐7   Process  Redesign   Hammer  Cer2fica2on  Course   Arlington,  VA,  April  5-­‐8   Power  of  Process   Hammer  Cer2fica2on  Course   New  Orleans,  LA,  October  24-­‐25   Leading  Transforma-on   Hammer  Cer2fica2on  Course   New  Orleans,  LA,  October  26-­‐28   **  See  next  page  for  course  overview  and  detail  
  • 11. 10  ©2016  FCB  Partners.  All  rights  reserved.   Implementa.on  and  Execu.on   A  course  on  project  implementa.on  planning,  execu.on,  and  see-­‐through  to  results   As  projects  move  toward  implementa6on,  they  need  a  plan:    How  they  will  test  concepts,   scope  releases,  run  pilots,  roll  out,  and  integrate  changes     What  we  cover:    How  to  deliver  expected  results  of  major  change  ini.a.ves   •  Intended  outcomes  –  required  changes,  expected  consequences,  desired  results   •  Implementa6on  roadmap  –  releases,  labs,  pilots,  early  wins   •  Transi6on  management  –  roles,  responsibili6es,  and  dependencies   •  Reinforcing  behavior  –  scorecards,  huddles,  and  visual  management   Who  should  take  this  course:    Implementa.on  leaders,  planners,  and  managers   •  Business  Process  Managers     •  IT  project  leaders     •  Lean  Six  Sigma  black  belts     What  you  will  learn   •  Define  changes  and  stakeholder  impacts   •  Plan  the  transi6on  –  6meline,  events,  and  dependencies   •  Establish performance measures   •  Accelerate  adop6on  through  governance,  organiza6on,  and  systems  
  • 12. 11  ©2016  FCB  Partners.  All  rights  reserved.   For  More  Informa-on   FCB  Partners     Lindsay  Field,  Program  Director   617  245  0265   lfield@fcbpartners.com