iSeek is Seeking Active and Effective Collaborators

A few years ago, I wrote a blog on Business Collaboration: Embracing a Holistic Approach. For iSeek, the holistic approach through collaboration remains an effective tool for us, our clients and our business partners. Now, we’re broadening the meaning of “collaboration”. In other words, we’re expanding “collaboration” to include business development; a necessity for growing our business.

In her article, 6 Reasons Collaboration Can Help You Grow Your Business, Alyssa Gregory, states that Collaboration is a powerful tool for all small business owners, regardless of the industry you are in or the type of business you have. It is the connections you form with others, and the different ways you collaborate with those people you formed connections with, that will help you grow your business to new levels. If you are not convinced that collaboration is really worth the time and effort, here are five reasons you should care about collaboration in your small business.

1. Collaboration Will Inspire You
2. Collaboration Helps You Grow Your Network
3. Collaboration Is Educational
4. Collaboration Can Help You Save Money
5. Collaboration Solves Problems
6. Collaboration in Action Is Win-Win

So, you’re probably wondering, what are “Collaborators”. I’m glad you asked. For iSeek, our broad definition of “Collaborators” are professionals who are well-networked and/or work with an existing product or line of services whose client-base will find value in the expert management consulting services delivered by iSeek. As an iSeek “Collaborator”, you will partner with us in a non-traditional business development capacity to cultivate new clients and grow our business.

If that description fits you, and you’d like to learn more about becoming an iSeek “Collaborator”, contact us at info@iseeksolutionsinc.com!

 

Annie Allen

An Easy Framework to Follow for Organizational Shared Governance

How do we define Organizational Shared Governance?

Organizational shared governance is an enterprise framework that aligns people, process and technology in order to ensure that there is accountability, equity, and ownership in the process of organizational decision-making. Organizational shared governance enables the engagement of the appropriate stakeholders who would otherwise be disengaged in business decisions that greatly affect them.

In an organizational shared governance process, there is a streamlined method performed to make and operationalize decisions and carry out the resulting strategic initiative(s) with ongoing oversight and valuation.  A streamlined shared governance process typically consists of oversight teams with the authority to evaluate and approve business needs based on the organization’s shared goals and objectives.

Why should Organizational Shared Governance be important in your organization?

The shared needs between business units and/or technology are often unrecognized; therefore, co-authorship does not happen frequently. In organizational shared governance, co-authorship of solutions between stakeholders is vital to expense control and risk reduction. This approach prevents individual stakeholders and groups from entering into solutions discovered and implemented independently without collective consultation from all dependent areas within the organization.

The Organizational Shared Governance framework illustrates the central role of stakeholders who must be accountable, equitable, engaged and owners in this process. The key deliverables of organizational stakeholders include oversight, collaboration, valuation and decisioning.

To learn more about Organizational Shared Governance and how iSeek Solutions can help develop or enhance shared governance in your organization, contact us today. Subscribe to our blog and follow us on LinkedIn for future insights.

Shared Governance? What Is It?

Our blogs endeavour to inform and educate our audience on the principles of Organizational Alignment (OA). At iSeek, we meet our clients where they are, elicit their goals and objectives, then deliver frameworks, methodologies, or other approaches that deliver transformational results.

Today, our focus is Shared Governance and Stakeholder Engagement. Together, these OA principles create structure, engagement, teamwork, trust, and accountability that organizations require to achieve collaborative and transformational business goals.

Let’s examine what industry colleagues are saying about Shared Governance and Stakeholder Engagement.

Gen Guanci, consultant at Creative Health Care Management, addresses a key question in her post, Shared Governance:  What it Is and Is Not

She writes, “I often hear people say they have shared governance. They then go on to share an example, that for me, is clearly participatory leadership. There is no doubt that clarity about the difference between participatory management and shared governance is needed as organizations implement or strengthen their shared governance culture. Let’s take a closer look at the difference through the following example.

 Scenario: A group of staff is asked to trial several versions of the same product. The group completes this trial by comparing the various products, and then they forward their feedback to leadership. Leadership reviews the staff feedback and makes the final decision on what will be purchased. Leadership may or may not take into account staff feedback, yet, the staff did have the opportunity to participate in the product decision. This is clearly participatory management. 

Using a shared governance approach, let’s re-run the same scenario. A group of staff is asked to trial several versions of the same product and identify the product to be purchased. Leadership articulates the parameters or criteria that must be met by the product for it to be purchased. These parameters often include things such as budget amount, vendors in the organization’s buying group, quantity needed, etc. Upon completion of the trial, staff forwards their feedback to leadership. In addition to this feedback, staff informs leadership that the product they have chosen meets all the articulated parameters/criteria.

Upon receiving this information, leadership thanks the group and proceeds to order the product identified by the shared decision-making staff group. Because of the articulated parameters/criteria, the response from leadership in a shared governance culture would be “thank you,” and the purchase is processed through the system. This is true shared governance… leadership shared the parameters/criteria, and staff made the decision.”

In the article, Exactly What Is ‘Shared Governance’, author Gary A. Olson, provost and vice president for academic affairs at Idaho State University, explains that “shared” doesn’t mean that every constituency gets to participate at every stage. It also does not mean that any constituency exercises complete control over the process.

 

Continuing the discussion on shared governance in higher education, AGB President Rick Legon answers the question, What is shared governance? He states that, although governing boards hold the ultimate responsibility, they must share governance duties while respecting academic freedom and soliciting input from a broad campus constituency. Shared Governance is not a process of giving away their ultimate authority, but rather it is a demonstration of respect for the professionalism and the leadership of the other critical stakeholders inside the academy and even for some eternal stakeholders.

The key to genuine shared governance is broad and unending communication. When various groups of people are kept in the loop and understand what developments are occurring within the university, and when they are invited to participate as true partners, the institution prospers, according to Olson.

The end goal of true shared governance and stakeholder engagement is to balance maximum participation in decision making with clear accountability.

 

To learn more about Shared Governance and Stakeholder Engagement, contact us  today, and allow iSeek Solutions to better align your organization to achieve its desired outcomes. Subscribe to our blog and follow us on LinkedIn for future insights.

Achieving Business Outcomes by Managing Project Benefits

Today, most organizations lack a measurable way to strategically align projects to their corporate objectives.  Business cases are scarcely used. When they are, they often include only an idea or a proposal but no justification that can be described, measured and tracked.  Initiatives are typically justified by executive demand. I.e. an executive or business leader demands a business process be enhanced to reduce waste, increase effectiveness or comply with regulatory or market pressures.  Before starting the project, rarely is there a defined framework in place where the intended business outcome and benefits are evaluated for alignment to the overall corporate objectives. Neither is there a process that monitors the attainment of benefits during the course of the project to substantiate the project’s continuation and completion. 

Traditionally, organizations have used key indicators such as scope containment, budget management, and scheduling to measure the progress or lack of progress performed on a project.  However, these indicators do not inform or involve the monitoring of benefits attained or business outcome to be achieved. Today’s leaders can transform their organizations by recognizing the need for tracking benefits in order to achieve business outcomes.

According to a 2015 Corporate Executive Board (CEB) study on project value and benefit realization, the need for tracking benefits is illustrated as a vitally important factor in realizing the true value that projects bring. The study stated that an analysis of the PMO Executive Council project database revealed a disturbing reality: even among those projects that are delivered at least 90% on time and on budget, the majority fail to deliver business outcomes.  In addition, the top-performing projects in terms of budget and schedule compliance attain on average only 53% of their expected business outcome. This illuminates two shortcomings that most organizations have: 1. Lack of a best practice framework to determine the strategic alignment of corporate objectives to project benefits and 2. Lack of best practice processes to measure and track the expected benefits for the project.

Business Outcome Management (BOM) is a measurement-driven framework for tracking project benefits as a critical component for the success of every organization. In the BOM framework, there are four core principles: 1. Defining clear strategic alignment, 2. Prioritizing projects, 3. Quantifying benefits, and 4. Tracking benefits. Utilizing these 4 core principles can address shortcomings by enabling the organization to establish clear linkage between corporate objectives and projected project benefits, selecting clearly aligned projects to be executed at the right time based on risk, complexity & benefit, measuring benefit value to justify the start and continuation of projects, and managing performance visibility for executive oversight and corrective actions. 

The application of all four core principles in addition to tools developed by iSeek Solutions such as the Decision Matrix (iDMX©), can be effectively used to establish a framework focused on tracking the expected benefits for an organizations portfolio and achieving its strategic business goals and objectives. 

To learn more about how iSeek Solutions can help you track your organizations’ benefits to help achieve business outcomes, contact us today; subscribe to our blog and stay tuned for future insights.

Project Management Methodology – An Out-of-the-Box Solution!

The primary goal of a Project Management Methodology (PMM) is to ensure that the objectives of each project are aligned to the people, processes and technology that support the strategic purpose of the business.  In our previous blog post PROJECT MANAGEMENT METHODOLOGY: WHAT IS IT? WHAT ARE THE BENEFITS?, we defined and explained the benefits of a PMM. A project management methodology provides an overall structure, a set of procedures, and a process flow for managing projects. A PMM guides you throughout the project, giving you steps to follow and targets to meet from the start of the project to its completion.

Now that you know the benefits of a PMM, let’s talk about iSeek Solutions’ approach to project methodology. The iSeek Project Management Methodology provides overall guidance and processes for successfully managing projects.  

As a highly skilled consulting firm consisting of certified project management professionals, iSeek has created a detailed methodology, iPMM©, to serve as an out-of-the-box resource for organizations of all sizes lacking the commensurate expertise to deliver a holistic framework for executing projects. iPMM© is easily customized to meet the needs or project management maturity level of your organization. 

iPMM© is a culmination of industry standards and best practices that provide an overall guidance and process for managing strategic projects through the project management lifecycle (PMLC). It includes the necessary processes, steps and procedures for establishing a standardized PMLC to enable a Project Manager (PM) to take a project from ideation to implementation.  The iPMM© can be applied to various types of projects of any size across multiple departments within an organization.  It is not subject to the adherence of one department, domain or industry. The iPMM© provides customers with a customizable framework that is cross-functional for developing robust project plans and strong solutions required for the execution of consistent and reliable project management across any enterprise.

Leaders at the City of Birmingham identified 6 strategic goals and 92 related initiatives to be accomplished during the Woodfin administration.  These goals and initiatives are captured in The Woodfin Way.​ City leaders realized a need to implement a formal project management methodology in order to ensure optimum success. 

Beginning with iPMM©, iSeek was able to customize a set of standard processes for managing projects at the City of Birmingham. The main goal was to provide a repeatable process with project-specific methods, best practices, rules, guidelines, templates, checklists, and other features for building quality systems that are manageable and deliver value to the organization. 

To learn more about iPMM©, Project Management Methodology, and how iSeek Solutions can help your business manage its next project, contact us today. Subscribe to our blog and stay tuned for future insights. 

PROJECT MANAGEMENT METHODOLOGY: WHAT IS IT? WHAT ARE THE BENEFITS?

A project management methodology (PMM) provides an overall structure, a set of procedures and a process flow for managing projects. A high performing PMM will include a culmination of best practices and industry standards relied upon by projects to direct successful outcomes. A holistic PMM should take into account siloed areas of the business by bringing them into alignment with the rest of the organization so that deliverables and outcomes are standardized, predictable and measurable regardless of the type, size, or classification of the project.   An inclusive PMM is not subject to the adherence of one department; it is broad, providing a framework of processes that are cross-functional for developing robust plans and strong solutions required for the execution of consistent and reliable project management between and across multiple areas of the business.   

A standardized PMM is an organizational process for how projects in every department should be aligned to the strategic goals and objectives of the business. The flexible PMM considers the integration of interrelated methodologies that are aligned to specific departments, which require their own industry-defined steps for managing projects (i.e. technology, accounting, marketing). Accordingly, a PMM is a guardrail for business initiatives where a custom approach may be required to adopt the entire methodology or specific parts of the process in order to be successful. The measurable PMM should be updated periodically by practitioners who are knowledgeable about the needs of the business and experienced in the field of project management.  

A best-practices PMM includes all 4 major phases of a typical project (i.e. Initiation, Planning, Execution, Closing). To support the overall execution of the process, executive oversight should be established to monitor and control expectations. Executive oversight committees, such as change control boards, risk committees and prioritization groups provide visibility and insight from business leaders who are vital to achieving the goals of each project.   The primary goal for a PMM is to ensure that the objectives of each project are aligned to the people, processes and technology that support the strategic purpose of the business.  

A well-defined PMM establishes standardized processes, tools, and templates that provide consistency and reliability in the execution of projects. Consistent project execution reduces risk and increases the probability of successful delivery of high-quality products and services along with improving overall customer satisfaction.  Additionally, the PMM is designed to properly engage all stakeholders to accommodate individual business needs ensuring broad collaboration and consideration of organizational assets and environmental constraints. 

To learn more about Project Management Methodology and how iSeek Solutions can help your business manage its next project, contact us today; subscribe to our blog and stay tuned for future insights. 

IIBA “Magic City BADD” Speakers Include iSeek Team Member, Michael Dale

 

 

CLICK HERE TO REGISTER

*All information and copy from the International Institute of Business Analysis™ (IIBA®) Birmingham Chapter Website.

IIBA Birmingham Chapter July Chapter Series Features iSeek Team Member, Robyn White

Engaging Stakeholders During Elicitation

Robyn White, PMP, IIBA Board Member

Although the BABOK guide recommends a number of techniques for engaging stakeholders when eliciting requirements, many Business Analysts continue to engage ‘the same ol’ way’.  During this session, we will assess techniques that may inspire us to move beyond our comfort zones and elicit requirements that bring greater business value to our organizations.

Robyn White, PMP, is a Solutions Consultant with iSeek Solutions.  As a management consultant, she partners with iSeek clients to provide Business Analysis, Business Process Analysis, and Project Management expertise.  Previously, Robyn worked for 20+ years at Compass Bank (now BBVA Compass) in the areas of Investments, Compliance, Training and Development, and Information Technology.

Please Register to assist with our lunch planning.
Members and First Time Guests ~ Free
Returning Guests $10
**I understand that the Chapter will use my personal information to manage this registration and to keep a record of attendees and I consent to its use for these purposes.

Please note that this website is managed by IIBA Birmingham Chapter. The content of this website is solely the responsibility of IIBA and the IIBA Birmingham Chapter.

Event Details:
We will meet at CGI and encourage you to join us for networking opportunities. If you are more than 15 miles from the venue, please contact us: board@birmingham.iiba.org to request remote access, when available.
Event Location:
CGI ~~ Guardian Center Conference Room ~~ 300 Riverchase Pkwy E, Birmingham, AL 35244

Peeling Back the Layers

A performance assessment peels back the layers of your business uncovering issues that expose inefficiencies.  Inefficiencies mask themselves in various ways, such as unnecessary spending, unrealized revenue, costly and ineffective processes, disparate business and technology infrastructure, and the list goes on.

To locate areas in your business that impede progress and conceal opportunities, you must first identify and prioritize your internal challenges and goals.

Ask yourself, are your operations and core business functions performing at an exceptional service level?

If your answer is not a resounding ‘Yes!’, your business needs a performance assessment. The assessment will analyze the processes and practices you have in place, their core purpose, level of effectiveness, efficiency, automation, and innovation. Then propose ways to reach the intended outcome that best fits your business needs.

According to Infoentreprenuers.org, reviewing your progress will be particularly useful if you feel:

  • uncertain about how well the business is performing
  • unsure if you’re getting the most out of the business or making the most of market opportunities
  • your business plan may be out of date, e.g. you haven’t updated it since you started trading
  • your business is moving in a direction different to the one you had planned
  • the business may be becoming unwieldy or unresponsive to market demands

It is also useful if you have decided that your company is ready to move on to another level.

In addition to improving operations and core business functions, a performance assessment could possibly save you thousands of dollars annually. The analysis gathered from the assessment will allow you to determine areas where you can potentially reduce costs and maximize revenues. The approach entails looking at your business’s spend categories such as, Telecommunications, Real Estate, Facilities and Maintenance, Office Supplies, IT (Hardware, Software, Services), etc.

A performance assessment highlights your best path for growing your business.

To learn more about the benefits of a Performance Assessment and how iSeek Solutions can help you develop intentional growth strategies for your businesscontact us today; subscribe to our blog and stay tuned for future insights.

Benefits of a Performance Assessment

Is your organization meeting its business goals? How do you know?

In any complex organization, there are innumerable ‘things’ that can be measured and studied. An effective assessment process focuses on those things that have the greatest impact on the way the organization functions.” Kathleen Immordino, Organizational Assessment and Improvement in the Public Sector.

 

Businesses and organizations, small and large, will need to evaluate their efficiency in order to improve overall performance and pinpoint strengths, weaknesses, opportunities, and threats.

To address the weaknesses and threats of a business or organization, one must first know the specifics – that’s when a performance assessment is essential. A performance assessment is a summative assessment tool that provides key insights when evaluating and pinpointing organizational needs, current standings, and areas of improvement. With the organization as the primary unit of analysis, performance assessments are important because they reflect how well an organization is doing to reach its vision, mission, and goals.

Some of the benefits of a performance assessment include:

  • Discovering Cost Saving Opportunities
  • Uncovering Revenue Potential
  • Increasing Operational Efficiency
  • Reducing Risk and Risk Exposure
  • Achieving Organizational Alignment
  • Realizing Vision, Mission, and Goals

 

Performance assessments also provide a basis for developing customized action plans to capitalize on strengths and opportunities, thereby improving overall business performances, functions, and capabilities.

To learn more about the benefits of a Performance Assessment and how iSeek Solutions can light your path to reaching its fullest potential, contact us today; subscribe to our blog and stay tuned for future insights.