Leading Tech Change (When You’re Not the Boss!)

Dahna GoldsteinPhilanTech

Washington, DCdahna@philantech.com

Marc BaizmanMy Computer Guy

Boston, MAmarc@mcgtraining.com

Simone ParrishInnovation Network

Washington, DCsparrish@innonet.org

Leading Tech Change

• Introductions• Poll• Leading Change without Formal Authority• Case Study: Root Cause• Tales from the Field• Q&A

Introductions

http://www.flickr.com/photos/oxygeon/238163317

Poll

http://www.flickr.com/photos/56507475@N00/3595549007

Elements of Technology Change

Different Rates of Tech Adoption

Changes We Can’t Control

The Four Five Cs of Leading Change

• Credibility• Common ground for goals• Compelling case• Connecting emotionally• Chocolate!

Credibility =

Photo credit: Donna Corless

+

Expertise

Relationships

We All Have Weaknesses

Building Your Expertise

Building Your Relationships

Framing for Tech Change

Photo credit: IRISSS *Vaniglia*

Create a Compelling Case

Connect Emotionally

Case Study: Root Cause

• 35 full-time staff (formerly 36 )• Approx $2 million annual budget (% tech?)• LOTS of technology change in 18 months– Google Apps for email, calendar, and intranet– Salesforce.com (see next slide)– Drupal for external web sites– VOIP Phone System– Managed desktop support vendor

Salesforce Rollout

ServicesTrainingOperations

IT Support HR Info

Salesforce Onboarding

Marketing

Newsletters Conferences

Biz Dev Pipeline Project Management

Leading Change Requires Four Five Things

I. CredibilityII. Common ground for goalsIII. Creating a vivid and compelling caseIV. Connecting emotionally with your audienceV. Chocolate!

I. Credibility

Build on Past Successes

II. Common Ground for Goals

Enlist the “tough cookies” FIRSTDo some coalition building!!

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http://www.flickr.com/photos/nick_d/2977848508/

III. Create a Vivid and Compelling Case

Talk to People Early and Often

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But don’t OVER-hype!Message differs for each audience

Test pilot with a small group

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From http://www.mozillafoundation.org

Reward the testers!

IV. Connect Emotionally With Your Audience

Phase Your Rollout

Uh oh…

Is that you???

http://www.flickr.com/photos/avlxyz/3062676659/

Documentation, Documentation!

Screencasts: http://www.jingproject.com

Make a Plan! Otherwise…

• Evaluation consulting, training, research for the sector

• 14 staff; $1.8m budget• Free online planning and

evaluation tools (www.innonet.org/pointk)

Where Simone Works

About Simone

©2008 CompassPoint Nonprofit Services. Reprinted with permission from CompassPoint Nonprofit Services

Most images belong to Innovation Network, except:http://pc-museum.com/officewing.htmhttp://www.flickr.com/photos/joshb/20111019/ http://www.flickr.com/photos/joshb/68791043/

2001

2010

Simone’s Projects

What Tech is Not

http://www.flickr.com/photos/acme7/280882991/

Get Data.

detail from http://xkcd.com/688/

Find Allies (Outside)

http://commons.wikimedia.org/wiki/File:Einstein1921_by_F_Schmutzer_2.jpg

Find Allies (Inside)

Lessen Their Pain.

http://www.flickr.com/photos/jeffyoungstrom/510551658/

Try Small Things.

http://www.flickr.com/photos/sheriwetherell/2310288091/

Screenshot of a map I made in Google using “My Maps”

http://edit.freemap.jp/en/trial_version/edit/world

Ask What They Need.

http://www.flickr.com/photos/melissamaples/3162364969/

Hold Their Hands.

Detail from http://www.flickr.com/photos/mrg/7784748/

Enough Carrots?

http://www.flickr.com/photos/johnloo/2769704258/

Learn to Balance.

http://www.flickr.com/photos/mishism/3057621374/

The 5th C: Chocolate!

http://www.flickr.com/photos/eszter/68153223/

Questions?

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