Duvan Luong, Ph.D. Operational Excellence Networks

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1 Duvan Luong, Ph.D. Operational Excellence Networks

2 Contents Introduction The Visioning Process Case Study 3/27/2012 2

3 Introduction

4 When people is in trouble, there is the urge to do some thing to get away from the problems! Current Problems Without a clear direction, any change will be accepted! But, Is it what we want to do? 3/27/2012 4

5 Vision A clear, compelling image of a future state that has the possibility of being transformed into a future reality. It is highly desirable, touches people deeply, and moves them to action in such a way that they will voluntarily invest their time and life's energy in making the things happen that will get them to that future. A direction to guide people to where they want to get to! 3/27/2012 5

6 Clear Vision Current Problems Guides people to where they want to get to! 3/27/2012 6

7 A Few Powerful Vision Examples A computer on every desk and in every home, all running Microsoft software - Microsoft co. Bringing computer power to the people - Apple co. Helping a girl reach her highest potential - Girl Scouts Service, Cleanliness, Quality, Values - McDonald co. Guaranteed overnight delivery of letters and small parcels - Federal Express co. Commitment to products for mothers, nurses, doctors and patients - Johnson and Johnson co. Technical contributions for the advancement and welfare of humanity - Hewlett Packard co. Make people happy - Walt Disney co. 3/27/2012 7

8 How do you know when you have a vision? When everyone feels that they are included in it. When they want it, and are willing to sign up for it. When it leads and guides their behavior in such a way that They can't stop thinking and acting out of it. 3/27/2012 8

9 What will having a vision do/get for you? It will create purpose and direction for the organization. It will call forth the skills and resources to make it happen. It will demonstrate where the organization is, And where it wishes to go. It will create meaning in people's lives. 3/27/2012 9

10 Vision Well formed Conditions Consistent with guiding philosophy of the company or organization. Paints a tangible image. Is set in the future. Is not factual, but rather describes possible & desirable futures. Is idealistic. Reflects the passion, emotion, and conviction of its leaders, advocates, and champions. It's uniquely inclusive, in that it depicts the organization as a responsible community with a sense of integrity, that strengthens and uplifts everyone in it 3/27/

11 The Visioning Process

12 The Visioning Approach 4 Determine how to get from the present to the desired state; what is the roadmap, what are the milestones, what are the measures of success? 1 Clearly identify the future Desired State 2 Know what the organization is ready to do now? Where is the focus of attention? Current Problems 3 How do we refocus the organization? if nothing changes The Present The Future 3/27/

13 Vision Goal Define one or two unifying vision(s) that: are ~ 3 years out create shared understanding of where we are going we can all rally behind create excitement, energy, optimism cover both technical and work environment can be used to help guide decision making both at project and organizational levels 3/27/

14 The Visioning Process 1 Vision starts out as vague, unaligned, unique to each individual 2 Group explores industry trends, future customer requirements, business directions, group values 3 Group creates initial vision for future: we are there -- what are we doing? what do we see, hear, feel? 4 Group identifies compelling elements, common elements 5 Group creates statements, stories, metaphors, pictures that capture the ideas 6 Group shares ideas with larger organization, refines and builds a more complete and compelling picture 7 Vision evolves and becomes clear, aligned, compelling for group and for individuals 3/27/

15 Realizing the Vision After the definition for the vision is done What are you going to begin doing differently tomorrow as a result of the work done on the vision definition? When will you meet again, as a team, to continue to work the vision process? Our recommendations: Get a good night's rest. We've done a lot of work for the vision definition and your unconscious mind will need time to process and integrate all of this experience. Think about anything else about the vision other than the work we've done. Expect (in fact, count on it) additional insights and ideas to come into mind within the next 2-10 days regarding the vision you came here in search of. Remember, we are whole people (mind & body, left & right brain, conscious & unconscious, etc.) This stuff takes time. Respect the profoundness of the visioning work we've done and the process you've all embarked upon. 3/27/

16 Case Study for the Visioning Process

17 Background The subject for the study is a company called computer printing solutions (CPS) The General Manager had a vision for the company but it was not very popular with staff The Executive for the Engineering Group initiated the visioning work with his staff. The expectation was to use the vision to align the Engineering group in the effort to successfully fulfill its business objectives. 3/27/

18 The General Manager Vision A CPS printer in every room! Kids room, Family room, Small office and Home office. Always a CPS printer... Sometimes a PC In every home or small office, as a PC-connected CPS printer or a PC independent appliance CPS printer is the complete solution for communication on paper. 3/27/

19 The Strategy for Defining Vision Seek first to understand, then to be understood Stephen R. Covey The seven habits of highly effective people Get people inputs about the current vision What are the needs for the organization? What people wants to get from the vision? What people don t like? What people do like? Let people describe their desired vision Align people with the common vision Next steps to live the vision 3/27/

20 What are the Needs for the Organization? Faster decision, less thrashing More exciting Buy-in from the organization Better products, more $ Less turn-over Clear tradeoffs Obtainable vision Happier employees 3/27/

21 What will the Vision get for You? My own job becomes easier Sense of future Decision that stick More sleep More break through thinking More focus Simplicity 3/27/

22 How do You know when the Vision has been realized? When people know where to go (going in the same direction) More progress Not revisit decision Look back and feel good about the decision made in the past Better attrition Better score in employee survey Spending more time for future planning vs. current problem solving Know what are the key things that can make the vision a reality 3/27/

23 What People like/not-like about the current Vision! Agree with the vision, but the lay-out of the vision slide is not very appealing The ending with PC doesn t seem right Not measurable, not attainable Too encompassing, not enough focus Too diverse, described two distinct businesses Not unique enough to describe CPS s value proposition Doesn t seem to engage me, lack of passion element Not easy to understand, to explain for other people 3/27/

24 What People like/not-like about the current Vision! CPS needs to focus on communication on paper as the key theme, try not to be confused with specific implementation detail such as PC, Internet appliances, etc. Putting both themes: PC & Internet Appliances into the vision is confusing Are FAX, Copier the strategic items for CPS? Vision doesn t match what we do Business for appliances such as FAX and copiers can be separately organized into another group We make decisions that do not support our vision 3/27/

25 People suggested Vision for the Company Ink burner Are Us. We delighting customers with CPS hardcopy appliances in every home and office A CPS printer - Your last purchase for your PC system The best documentation communication solution Cool color hardcopy communication for everyone home and office (85% votes) Connecting images to paper, paper to people, and people to people (100% votes) Delighting home users and getting cool stuffs from everywhere to everywhere Enable communication and sharing of ideas, decisions, facts, and emotions (15% vote) The most complete documentation solution for home and small office (15% vote) Always a CPS printer 3/27/

26 People suggested Engineering Purpose Why do we exist? To execute the CPS product roadmap To leverage CPS technologies To integrate/commercialize new technologies for hardcopy communications To enable customer to solve hardcopy communication problems To increase the total number of integrated CPS hardcopy communication devices To make hardcopy communication technology transparent to user 3/27/

27 People suggested Engineering Vision - What do we want to be? Nimble and flexible master of integration Rapidly commercializing new technologies into Cool hardcopy communications solutions for the home Fast and flexible integrators of innovative products Be an efficient expert at providing CPS printer through integration and value added technology Making technology transparent to the masses Solutions that connect images to paper, paper to people, and people to people Rapidly converting dreams to reality Creating exciting new products in bold new ways Move high tech image producing devices to people home/office 3/27/

28 What do People want to see in Engineering Vision Low cost Nimble, flexible, fast time-to-market Innovation Integration of new technologies Leverage Solutions for customers communication In every home and office People/masses Adaptable and responsive to challenges in a highly competitive market place 3/27/

29 People suggested Engineering Strategy - How do we do it? Strong partnerships within and outside of Engineering Group Effective and efficient technologies integration Leverage existing technologies, processes, models Nimble, flexible execution 3/27/

30 Focus Areas for the Engineering Group What is the long term business strategy for FAX, copier, appliances? What are our business success factors for the segments? Who are our customers? What is our strategic intent (family focus)? 75% votes What is our strategic focus? Low cost vs. differentiation (60% votes) We are not aligned across the division (50% votes) How do we compete with single function devices, what is our value proposition? (40% votes) What are our core competencies? Which ones will we invest in? (20% votes) Agreement on our decision making process. Who will make decision? How to make decision faster? (20% votes) Attrition level is too high (10% vote) 3/27/

31 Success Factors for the Engineering Group Visioning effort The Visioning effort should be followed up with actual change/improvement in the organization We need to stretch the vision to describe our desired state in the future (3 to 5 year out). Vision should not describe just where we are today. 3/27/

32 Next Steps Finalize the Engineering Group Vision statement Finalize the Engineering Group Purpose statement The Engineering Executive to share his group vision with the company General Manager Communicate the group vision and purpose statement to all group member 3/27/

33 The Final Results CPS Company Vision (adopted from the suggested vision): CPS solutions connect Image to Paper, Paper to People and People to People Engineering Group Vision: Rapidly creating simple solutions that... Connect Image to Paper, Paper to People and People to People Engineering Group Purpose: Rapidly translate customer needs into superior and easy to use solutions... Create new products through a balance of innovation, leverage, and reuse. Continuously advance the art of solution generation 3/27/