Post on 03-Jun-2020
Hacking Your Agency WorkflowTreating Your Process Like a Product
Pantheon.io 2
Who Are We?
Drew GortonDirector of Agency and Community Outreach, Pantheon
Mason JamesCEO & Founder, Valet.io
Pantheon.io 3
Agenda
➔ The Importance of Process
➔ How to Empower Your Team
➔ Company Governance
➔ Appendix (Recommended Reading!)
The Importance of Process
The Importance of Process
Symptoms
Signs it’s time to invest in your process:
● Increased friction● Input/Output Variables● Overruns & missed deadlines● Cognitive burden
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The Importance of Process
Solution
Treat your process like a product
● Repeatable, regular output● Confident solutions● Efficient SOWs● More time on work● Better cashflow
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The Importance of Process:Getting there Yourself
Project Post-MortemsIdentify BottlenecksMeasure & Analyze
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The Importance of Process:Getting there Yourself
➔ Project Post-MortemsIdentify BottlenecksMeasure & Analyze
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● All departments represented
● Start with your own problems
● Dig deeply (5 Whys)
● Identify concrete changes and responsible parties
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Project Post-Mortems➔ Identify BottlenecksMeasure & Analyze
● Process only moves as fast as it’s slowest point
● More people? Schedule changes? Expectation changes?
The Importance of Process:Getting there Yourself
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Project Post-MortemsIdentify Bottlenecks➔ Measure & Analyze
● Without measurement, you can’t know if you’re making things better or worse
● Start by measuring everything
● Identify KPIs per role
● Focus on KPIs and how they change over time
The Importance of Process:Getting there Yourself
How To Empower Your Team
How To Empower Your Team
Symptoms
Signs it’s time to invest in empowering your team
● Decisions, innovation and/or improvements rely on too few people
● Low morale
● Day-jobbing
● Reactive vs Proactive
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How To Empower Your Team
Solutions
Understand Motivation via Daniel Pink
● Autonomy - the authority to act
● Mastery - the ability to improve your skills
● Purpose - the opportunity to contribute to something larger
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How To Empower Your Team: Getting There Yourself
➔ Provide process roadmap➔ Communicate clearly ➔ Support your team
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➔ Provide a process roadmap
Communicate clearly Support your team
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How To Empower Your Team: Getting There Yourself
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Provide a process roadmap
➔ Communicate clearly Support your team
How To Empower Your Team: Getting There Yourself
How To Empower Your Team: Getting There Yourself
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Provide a process roadmapCommunicate clearly
➔ Support your team
Company Governance
Company Governance
Symptoms
It’s time to invest in Company Governance when there’s no space for:
● Determining accountability
● Fixing process issues
● Changing authority structures
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Company Governance
Solutions
Company Governance is change management for people
● Valued, actualized team members
● Confident decision-making
● Agile governance and authority
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Company Governance:Getting there Yourself
Get educatedAssemble a systemOngoing Iteration
●
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Company Governance:Getting there Yourself
➔ Get educatedAssemble a systemOngoing Iteration
Understanding yourself and the organizational systems available:
● No Structure
● Top-down
● Holacracy● Inverted Org Chart
● other...
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Company Governance:Getting there Yourself
You don’t have to be an ideologue. Take the elements that match your team culture and create a better experience.
Be Agile ;)
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Get educated➔ Assemble a systemOngoing Iteration
Company Governance:Getting there Yourself Always be refining and
optimizing your process. Be ready to experiment and “throw out” anything that doesn’t work.
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Get educatedAssemble a system➔ Ongoing Iteration
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Questions?
Drew GortonDirector of Agency and Community Outreach, Pantheon@dgortondrew@pantheon.io
Mason JamesCEO & Founder, WP Valet@masonjamesmason@valet.io
Appendix
Recommended Reading
● The Goal - Goldratt, Cox
● Traction - Wickman
● Tribal Leadership - Logan, King & Fischer-Wright
● Drive - Pink
● Good to Great - Collins
● Mindset - Dweck
● Delivering Happiness - Hsieh
● Holacracy - Robertson
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Thank You!