Lessons Learned in Driving Strategic Execution Through Effective Governance

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1 Lessons Learned in Driving Strategic Execution Through Effective Governance Gaye I. Clemson Services Sales Senior consultant and PfMO lead Alan Leeds President Y-Change, Inc.

2 Presentation Overview Setting the Scene: Today s Strategy Execution: Realities & Expectations Connected Governance a Driver for Success? Cisco Systems Case Study The 3 interrelated levers: then and now Takeaways Summary & Benefits One More Thing. 2

3 Strategic Execution: Results? Process (TPISB) Methods Tasks Program/ projects Investment Portfolio Strategies Business Outcomes ASP: Lead, Think, Plan, Act IPS: Strategy Execution Framework PMI: PPM, PMO etc HBR: Balanced Scorecard Mgt: Just Do it Results: It s not working. to our expectations Lack of Leadership Change Coaching..or new leader Adoption Automation Hard to execute New Process or.new software People don t use it Training...or.new people Dep t don t comply Change mgt.or...wait until next year... for the new plan! 3

4 Strategic Initiative Portfolio Scorecard Business Processes Technical Services Workplace Resources Services Sales Strategic Execution Planning Strategic Alignment *** Oversight (Sponsors, Steering Committees) Balanced Scorecard/ Metrics Portfolio analysis Life Cycle Project & Program Mgmt Execution Roadmaps Resource Allocation Financial Management Stakeholder adoption **** 4

5 And...there are added expectations! One source of truth: visibility and results to drive connected activities Open Access: online process and tools available from boardroom to break room Agile: When strategy changes, we quickly respond with real-time course corrections InsanIty Doing the same thing over & over expecting different results So what should we do differently? 5

6 Try #4: Is there another way? Strategy Performance Management Process T P IPS ASP Baldrige Methods Requirements Open access Agile Responsive I S B CHANGE MGT? LEAD- ERSHIP ACCOUNT- ABILITY AUTO- MATION Connected Governance Results driven Repeatable Scalable Sustainable 6

7 What is Connected Governance? A set of performance outcome-driven enabling mechanisms - Linking traditional approaches - New and different ways To drive - Investment leverage & accountability, - Strategy alignment, - Business capabilities execution - Agility and organizational learning Leadership Accountability Change Mgt Automation 7

8 Connected Governance - Automation LEADERSHIP ACCOUNT- ABILITY CHANGE MGT AUTOMATION Traditional Way Siloed Applications PPT or Excel as the primary reporting mechanism Templates-driven New Way Proactive Strategy Alignment (Strategy Cascade) Agile, real time, personalized reporting Collaboration Workspaces 8

9 9 Automation Success Stories

10 Automation Success Stories L1 Organization Strategy L2 Division Strategy L3 Department Strategy L4 Programs L5 Project L5 Project Details 10

11 Governance Connectors Change Management LEADERSHIP ACCOUNT- ABILITY CHANGE MGT AUTO- MATION Traditional Way Over the Fence Adoption models Executive cascades Town Halls, All Hands, Conference Calls Webinars/eLearning New Way Outcomes based metrics /KPIs to drive performance Proactive Change Impression Trackers Crowd Accelerated Individualized Learning Empowerment 11

12 Change Management Success Stories 12

13 Change Management? Three Principles of Change (1980 s): Change is hard Change is hard And. Change Management (2015) Tell me and I forget. Teach me and I remember. Involve me and I ll Understand. Ben Franklin

14 Governance Connectors Leadership LEADERSHIP ACCOUNT- ABILITY CHANGE MGT AUTO- MATION Traditional Way INFORM Based Reactive issues management Time-Based decision making i.e. QBRs New Way Agile, personalized, on-demand reporting Meeting format re-design that is decision, issues based, topic or change control driven Real Time X-Functional Engagement 13

15 Leadership Success Stories 14

16 15 Leadership - Training Innovation

17 Connected Governance Lessons Learned Agile, personalized, on-demand reporting Meeting format re-design Real Time X-Functional Engagement Proactive change impression tracking Crowd accelerated individualized learning Engagement LEADERSHIP ACCOUN- TABILITY Proactive Strategy Alignment Agile, personalized reporting Collaboration Workspaces CHANGE MANAGEMENT ENGAGEMENT AUTOMATION 16

18 Strategy Performance Management Key Takeaways Down with feeding the process elephant Up with managing our agile processes Connected governance for meaningful accountability -leadership -automation -change mgt Engagement and reporting your way: - personalized - on- demand - Single source 17

19 One More Thing... Emerging Evolution PMO Project Management Office Strategy Performance Officer PPM Portfolio Performance Management Strategy Performance Officer is the glue that makes Strategy to Execution really happen... 18

20 19 Are you up for the challenge?

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