Shared IR Kickoff Meeting December 5, 2013Shared IR Kickoff Meeting.
Technology In OPS - Kickoff Meetings
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Transcript of Technology In OPS - Kickoff Meetings
http://www.technologyinops.com/freetraining
KickoffsNailing the Kickoff
Pre-Meeting Prep
http://www.technologyinops.com/freetraining
Consider Attendees• For each attendee, determine whether they are:
• Senior Leader
• Operator
• Tech Team member
• Some attendees may fall into a couple of areas (e.g. a Senior Leader that is also an Operator)
• Establish a Lead/Spokesperson for each group
http://www.technologyinops.com/freetraining
Stories for Each Group
• Prepare a story about the end goal of the project from each group’s perspective:
• Senior Leader - focus on the leadership, governance, policy, and budget side.
• Operator - focus on the operational impacts, process improvements, and the operational situation
• Tech Team - focus on how they will meet the Senior Leader and Operator needs.
http://www.technologyinops.com/freetraining
Know Your OUTCOME
What Objective(s) are you trying to Achieve with the Project?
• What is the Project Attempting to do? What operational impact are you hoping to achieve?
• How will you measure success?
• How will you get to the end point?
The Meeting
http://www.technologyinops.com/freetraining
Kickoff Agenda• Introductions [5-10 minutes] & Housekeeping
• How did we get here? [5-10 minutes]
• What is the end goal for this project? [15 minutes]
• Changes to Operations
• How will we reach that goal?
• Project Approach
http://www.technologyinops.com/freetraining
Outcome for Project• Where do we see our project going?
• Why are we here?
• What Objective(s) are we trying to hit?
• Stories about the high-level vision
• 1 for each group (Senior Leaders, Operators, and Tech Team)
http://www.technologyinops.com/freetraining
What is OUT OF SCOPE?
• List key areas that are known to be out of scope.
http://www.technologyinops.com/freetraining
Changes to Operations
• What change are expected? What changes are we looking for?
• What impacts will this change have on our existing operations and infrastructure?
http://www.technologyinops.com/freetraining
Change Impacts
• Given the Change you Expect, what are the impacts:
• On Policy & Governance? On Budgets?
• On Process and Operational Procedures?
• On infrastructure, personnel, and other soft/hidden areas?
http://www.technologyinops.com/freetraining
Impact TimelinesToday->Tomorrow->To Be
• What are we doing (or can we do) TODAY?
• No change to process, policy, or governance.
• What could we do TOMORROW?
• Minimal change to process, policy, or governance.
• Where to we want TO BE in the future?
• What impacts will we have to prepare for in process, policy, and governance?
• WHO can facilitate these changes?
http://www.technologyinops.com/freetraining
Reaching Our Objective
• We will use XXXXX Approach.
• So you can expect:
• To see prototype changes around <DATE>
• To see deployable technology around <DATE>
http://www.technologyinops.com/freetraining
Project Limits
• We are bounded by the following constraints:
• Resources (personnel, funding)
• Time
• Scope
http://www.technologyinops.com/freetraining
Control & Influence
• What must we control?
• Can we influence it instead?
• What will control cost?
• Can we afford that much control?
–Darrell O’Donnell, Founder - Technology In OPS.
“Only Control what you must. Influence the rest.”
http://www.technologyinops.com/freetraining
How do we know we made it?
• We know we have made it when?
• Senior Leader view
• Operator view
• Tech Team view
http://www.technologyinops.com/freetraining
Closing
• Remarks from Leads (Senior Leaders, Operators, and Tech Team)
• Review Action Items and Decision Log from this meeting
Meeting Rules & Guidelines
http://www.technologyinops.com/freetraining
#1 Question to Ask Yourself
• Why are you having a Meeting?
• What is the desired outcome of the meeting?
• Get agreement? Get input?
• Make decision?
• Discovery?
http://www.technologyinops.com/freetraining
Meeting Rules• Show up on Time and Be Present
• Times are HARD lines - meeting start and stop on time.
• Action Items will be Assigned (Action verb, to a single Owner, with a due date)
• Parking Lot will be used - to take items off table for future handling
http://www.technologyinops.com/freetraining
Lightweight Minutes
• Delivered Quickly
• Log of Key Items:
• Decisions - what was decided? Only enough detail so attendees will recall the content and context of the decision
• Action Items
http://www.technologyinops.com/freetraining
Action Items
• Where you have Action Items - they must be clear and answer
• WHAT is being done?
• WHO is doing it?
• WHEN will it be done?