How to Engage and Manage your Project Stakeholders

How to Engage and Manage your Project Stakeholders November 1, 2016 Cathy Cleek Virginia Williams Michele Scoggins Kristen Forderer Kelly Heckman Ag...
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How to Engage and Manage your Project Stakeholders November 1, 2016 Cathy Cleek Virginia Williams Michele Scoggins Kristen Forderer Kelly Heckman

Agenda Relationships 101

Vendor Engagement and Management

Internal Stakeholder Management

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Q&A

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Relationships 101

Virginia Williams Vice President CGI

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Relationship Defined • The way in which two or more

people or organizations talk to each other • The way in which two or more

people behave toward each other • The way in which two or more

people deal with each other 4

To be considered

Successful Leader Relationships

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Right Focus? Who are the people you spend the most time with? List them in order: 1. 2. 3. 4. 5.

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Right Focus? Who are the people most important to your success? List them in order: 1. 2. 3. 4. 5.

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Right Focus?

Is it a Match? 8

Relationships Top 5 9

More Contact. More Alignment.

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Value the Intangibles

Tangible Product, Functionality, or Service

Fulfilling Reliability Commitments

Competence

Tangible Functionality Improves Delivered My

Responsive and Accessible

Business CostCompetitive

Ease of Doing Business

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Compelling Value Proposition

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Two Way Street

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Maintained. Dynamic.

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Vendor Engagement and Management

Cathy Cleek CIO Franchise Tax Board

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Most often asked… Question: When do I know my project is in trouble? Simple Answer: #1 sign of project trouble is deteriorating State/Vendor relationship.

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Relationship Demonstration

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Top Relationship Behaviors Mind reading is not in people’s duty statement! 18

Know what motivates

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Know what motivates

Actions:  Ask your vendor what motivates them.

 Know your vendors year-end.  Use incentives to get what you need.

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Share expectations and risks

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Share expectations and risks

Actions:  Have quarterly meeting where

relationship is only topic you discuss.  Tie vendor payments to management

performance or key goal.

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Do what you say you will

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Do what you say you will

Actions:  Know your responsibilities in the

contract. Thought: Credibility is built faster by meeting commitments (planned actions) than by fighting fires. 24

Communicate. Communicate. Communicate.

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Communicate. Communicate. Communicate.

Actions:  Model the behavior for your team.

 Identify key team members: Assign

someone to be their personal communication channel.

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More than one way to solve problem

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More than one way to solve problem

Actions:  Relationship management is a cultural

state of mind.  It is everyone’s job!

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Agree on conflict resolution and escalation processes

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Agree on conflict resolution and escalation processes

Actions:  Document and agree upon an

escalation process.  Obtain management chain contacts.

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Do a Relationship Health Check

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Do a Relationship Health Check

Actions:  Do an informal check on how we are

doing (every quarter or so).

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Note Signs of Relationship Deterioration • People quit coming to meetings • Missed dates without prior explanation • One word answers to questions • Issues quickly escalate into crises • Issues resolved at the wrong level; People bring in the

big guns to shoot an ant • Run around a person to their boss • Conversations have a “blame” connotation (who did it?) • People don’t follow through with promises 33

Note Signs of Relationship Deterioration (continued) • People use emails and avoid talking face-to-face • One side overburdens the other with innumerable

issues • Nonverbal signs of discontent during meetings:

people pull their chairs back, folded arms, heavy sighs, eyes rolling, refuse to participate, etc.

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Words have meaning

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Words have meaning

Actions:  Choose words wisely: – Subordinate vs. Team Member – Vendor vs. Partner

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Final Thoughts • Meetings with food can be helpful for very

difficult conversations. • Savvy Project Managers: Manage & Mature

Relationships

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If you want to go fast, go alone. If you want to go far, go together. African Proverb

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QUESTIONS

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Internal Stakeholder Management Michele Scoggins, CGI Kristen Forderer, CGI Kelly Heckman, Franchise Tax Board

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Stakeholder Management Demonstration

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Stakeholder Management Approach 42

Why Change Management?

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Structured Approach

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Change Management Top 10 45

Begin with the end in mind

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Begin with the end in mind And a Roadmap to get there 2012

2013

2014

2015

2016

Release 1.0: PIT Return Filing Pilot

Design Stage 1

Release 1.1 – BE Return Filing

Release 2.0: Technical Architecture Pilot

Design Stage 2

Release 2.1: Correspondence Pilot Release 2.2: Taxpayer Folder

Release 3.0: PIT Return Analysis (Crawl)

Design Stage 3

Release 3.1 MyFTB Release 3.2: PIT Return Analysis (Run)

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It takes a village

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It takes a village Include a Change Champ Coalition

Change Management Tools & Messages Feedback 49

Who Said That? To improve is to change; to be perfect is to change often. A. Oprah Winfrey B. Winston Churchill C. Mahatma Gandhi D. Eli Whitney

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Information overload

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Information overload Just in Time.

Keep it Simple.

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Information overload Project Website

Your image here

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Let’s celebrate

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Let’s celebrate Celebrate key milestones

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Who Said That? No matter what people tell you, words and ideas can change the world. A. Bill Gates B. Dwight D. Eisenhower C. Robin Williams D. Confucius

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Beyond communication

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Beyond communication Involve and Engage

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Try, try, try again

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Try, try, try again Continuous improvement. Be creative.

Project Website Ask the Project Email Release Overview Forums Presentations CBTs Videos Newsletters Manager Talking Points 60

Play to your audience

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Play to your audience Use Stakeholder Analysis

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It’s all about the details

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It’s all about the details Know specifics of the change

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Who Said That? Change does not roll in on the wheels of inevitability, but comes through continuous struggle. A. Martin Luther King, Jr. B. John F. Kennedy C. Leo Tolstoy D. Kristen Forderer 65

Be present

YOU ARE HERE

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Be present Sponsors need to be present & engaged

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Survey says

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Survey says Observations (Sit-alongs). Reinforcement.

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Tying it all together 70

Key Takeaways

Share Expectations

Communicate Early & Often

Do a Health Check

Involve & Engage Stakeholders

Include Change Management Early

Engage Sponsorship

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Who Said That? Projects are successful when the team is successful. Individual success is not the key. A. Jeff Bezos B. Cathy Cleek C. Maya Angelou D. Benjamin Franklin 72

QUESTIONS

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The best way to predict the future is to create it. Peter Drucker

It’s your turn! 74