The Information School at the University of Washington Mandates Bob Boiko UW iSchool...
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The Information School at the University of Washington Mandates Bob Boiko UW iSchool ischool.washington.edu Metatorial Services Inc. www.metatorial.com
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Transcript of The Information School at the University of Washington Mandates Bob Boiko UW iSchool...
T
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Bob Boiko
UW iSchoolischool.washington.eduMetatorial Services Inc.
www.metatorial.com
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What we will cover
• What is a mandate?• What are the deliverables?
• What does the plan look like?
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What is a Mandate?
• What’s a political mandate?• Broad agreement on a project definition• Levels of agreement
– Complete consensus– Weak consensus– Tacit agreement– Acquiescence
• A contract or covenant• The firmest foundation possible and a clear
head about the cracks in that foundation
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What’s the Point?
A clear and agreed upon:• Statement or purpose• Empowerment to pursue that purpose• Boundary between what is and is not the
project• Evaluation criteria• Ways to measure the evaluation criteria
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What’s a Sponsor
A sponsor can:
• Help provide a mandate
• Truly offer support
• Get you beyond your organization
• Seriously hamper you
A set of sponsors provide a mandate
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Sponsors vs. Stakeholder
• A sponsor is a key stakeholder
• A stakeholder has a stake, a sponsor has a say
• A sponsor works on your behalf
• You derive your legitimacy from a sponsor
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Where do you Find Sponsors?
• Organizational executives– The classic sponsor types– Sway in the organization– Promote ideas they believe in– Can get budget
• Key influencers– Opinion leaders– Respect and credibility
• Key outsiders– From important audience segments– Speak for the audience– Have some specific influence on an audience
• The person who initiated the project
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What Tools Do you Have?
• Education– Yourself on the Org and your sponsors– Your organization
• Data– The persuasive force of a readiness assessment– Survey– Research
• Consensus building– One-on-one meetings– Group meetings– Vibes watching
• Synthesis, analysis, and focus
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Using DataManagement does not listen to people, it listens to data
• Who has authority to speak?– Internal credibility– External credibility
• Data provides external credibility• What does your readiness assessment say?• What semi-formal surveys can you create and
quickly deploy?• What research can you find and present?
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What To Get Consensus On?
• The Problem– What org goals does the initiative serve?– What exactly is our information management
problem?– Who will the new system serve (audience)?– What is the information to be managed?
• The Project– What is the project’s mandate– Where are we now?– Who is responsible for the solution?– Upon what criteria will success be judged?– What organizational standards must be obeyed?
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Synthesis, Analysis, and Focus
Your competitive advantage over non info types is your ability to wield information
• What issues are there? Document them• What issues are the same? Lump them• What issues are too complex? Split them • What issues are settled? Praise them• What issues bite? Defang them• What issues are minor and major? Flag them
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What are the Deliverables?
• Sponsor profiles
• Notes and minutes
• Issues taxonomy
• Mandate process
• Mandate documentation
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Sponsor Profiles
May be written or unwritten• What:
– A table of sponsors and their information– A strategy
• How to approach them• How you will serve them• How to relate them to other sponsors
• How– Interviews– Asking around– Asking them to review your strategy
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Issues Taxonomy
• What– MS Word outline– Capture, update, and resolution strategy
• How– Document analysis– Meeting notes– Debate in all forums– Analysis, synthesis, and focus
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Mandate Process
• What – Schedules– Venues– Attendance– Survey– Contingency plans
• How– Lots of time to schedule and plan– Getting sponsors to help you drive attendance– Doing a lot of advance education and hoopla
building– Gathering survey info early and analyzing it
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Mandate Documentation
• What– Word Doc– Exec email– Poster, Web page or something else to keep it in
people’s faces• Simple statement• Goals• Measurements
• How– The final synthesis of the consensus process– Harvesting the meetings and discussions– Much review up the sponsor chain– Advice and feedback from other stakeholders
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The Plan
• The team– Data gatherer– Scheduler– Facilitator– Note taker– Synthesizer/Politician
• Resources– Rooms– Collaborative software– External staff– Survey software or paper
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Obstacles and Change
• Obstacles– Inertia– Apathy– Ego– Entrenchment– Powerlessness
• Change– How will you change based on these
obstacles
