
MINDFUL Leadership
Portfolio™:
ASSESS
The First Step of Architecting a design is to ASSESS the design that exists now: issues presenting and the degree of
complexity that is required to resolve the issue.
Whether that design is personal, professional, business,
network, or an Integral Design, we begin the discovery process
with assessment.
Review
the format of introducing Emotional Intelligence into organizations
Assessment can take on many forms:
- personal assessment system
- professional assessment
- business assessment
- assessing the network or ecology
In each of these paradigms of assessment, we are seeking different
information and it is more efficient to begin with the most efficient
leverage in one area or another.
Low-Hanging Fruit
Staging the Design Conversation as a Scope of Work
AUDIO
In the MINDFUL Leadership System™ or
MLS; we're looking at the variety of paradigms that are
indicative of the "present action or behavior": Each action or behavior
always consists of at least some combination of the following elements:

these "elements formulate a compound" that contains the
following patterns:

Secrets of Effectiveness referred to in audio
here Pyramid of Consequences
here
In the ASSESS process, we're seeking to utilize energy as efficiently
as possible. Energy as we speak about it present in many forms, the
least of which are Information, Time, Action, Motivation and Financial
Resources.
Therefore, we are looking for the low-hanging fruit that is
available to us in the MLS. To discover this low-hanging fruit, we
have to engage what some refer to as a needs assessment, or what is
referred to as a scope of work in the MAS.
In a scope of work, we want to identify as simply as possible; "what
is it that specifically in terms of quantifiable results are we looking to
create or design?"
Once we have the answer to that question, we can move quickly to create
a scope of work project that is as simple as required, but no simpler.
Often complex problems require complex solutions, therefore offering
simple solutions wastes time, money, effort and motivation.
Therefore the assessment process is one that is essential to efficient
and effective results.
“The elevator to
success is out of order. You’ll have to use the stairs…one step
at a time.”
– Joe Girard
At Complexity Level 0, we're concerned about a specific Issue:

At Level 1, we're concerned about an issue in relation to the
person:

At Level 2, we're identifying the issue, the person and a
professional context:

At Level 3, we're identifying the issue with person, profession
and business:

At Level 4, we're developing through business into the network:

At Level 5, we integrate the entire set of domains into a
cross-paradigmatic approach:

Once, you decide how complex a MIND you wish to pursue; or
how much complexity lies in the issues you have to resolve, the scope of
work process can guide the essential nature of that pursuit. At any level,
you can identify a focus and proceed to the level of RightACTION™
that is desirable.
It is always best to begin with the
simple and upon creating success, move to more complex paradigms and
include more domains, perspectives and dimensions of time. The Spiral of
Success is more important than taking on complexity beyond the ability to
succeed.
To get started, click
here
The following links provided by Doug Constant: Doug
Constant
http://finance.groups.yahoo.com/group/Training-Ideas/
~~~~~~~~~~~~~~~~~~~~~~~~
Have I done a needs analysis?
~~~~~~~~~~~~~~~~~~~~~~~~
An Assessment of Training Needs
http://carbon.cudenver.edu/~lsherry/pubs/needs/index.html
Conducting a Training Needs Assessment
http://www.amxi.com/amx_mi30.htm
Training Needs Assessment
http://www.doi.gov/hrm/pmanager/ed3.html
Training Needs Assessment
http://adulted.about.com/od/trngneedsasst/
Training Needs Assessment - Linking Training to Your Business Objectives
http://www.decpoint.com/twotrainingneeds.html
~~~~~~~~~~~~~~~~~~~~~~~~
What specific employee needs should be addressed? ("people skills" ie.
conflict, teambuilding, change, coaching or "technical skills" process
orientation, learning environments, OJT, system problems or
improvements)
~~~~~~~~~~~~~~~~~~~~~~~~
The following set of best practices in learning cycle
improvement is germane to our discussion of scope of work issues:
TRENDS by Elliott Masie - July 13, 2004
#287 - Updates on Learning, eLearning and Training
47,784 Readers - The MASIE Center - www.masie.com
Cycle Reductions in Learning Development
“How do we reduce the Cycle Time for each phase of learning
development?”
The goal of many large organizations is to find ways to increase the
speed of developing, designing and delivering learning to their
employees and
customers. This includes Rapid Development of e-Learning, classroom
based instruction as well as blended and On-The-Job approaches to
learning. The emerging best practices are focusing on implementing Rapid
Development through the reduction of Cycle Time for each phase of
learning
development:
1) Subject Matter Expert Engagement
2) Needs Assessment and Analysis Phase
3) Content Development: Deploying Existing Content
4) Media and Training Process Selection
5) Storyboarding and Design Models
6) Rapid Media Production & Outsourcing Options
7) Testing for Usability & Accuracy
8) Deployment and Invitation Phase
9) Learning Revision & Updating Process
10) Overall Approval, Signoff and Administrative Process
Each of these phases of the Learning Development process is a prime
candidate for reducing “cycles”. In order to implement Rapid Learning
Development organizations are making changes in:
a) Authoring Tools and Systems
b) Templates and Formats for Development
c) Content and Document Management
d) Agreements with Subject Matter Experts
e) Methodologies for Development
f) Calibrating Expectations of Management and Learners
g) Project Management and Budgeting for Development
For example, there is a high need to “re-calibrate” expectations
appropriately for the world of e-Learning. Broadcast level video
production standards can be adjusted for media that will only be
streamed, since the bandwidth will only display a certain quality of
image. Why not produce to that level, at a much lower cost and time to
completion?
Likewise, the setting of expectations for developers and designers is
critical at the management level. As a designer, I love to take months
to do a project. But, in the world of Rapid Development, I have to think
in terms of days or even just hours.
Why the emphasis on Rapid Learning Development NOW? We are clearly at an
inflection point in the growth of e-Learning deployment. Organizations
have built their delivery infrastructures. Learners are getting more
accustomed to the e-Learning model. Blended Learning is replacing pure
Classroom Learning in many organizations. And, business level executives
are turning to Learning as a frequent level to make continuous changes
in the operations of their organizations. In a phrase, “Learning as to
be Developed at the Speed of Business!”
TRENDS will be making Rapid Learning Development a key focus in the
coming year. We have already heard from many tool and system companies
as well as our colleagues in corporate learning offices about their
innovations and challenges. Keep the emails coming to me about this at
emasie@masie.com
Upcoming MASIE Center Events:
- Rapid e-Learning Development Seminar/Roundtable: Las Vegas Sept 8-9,
2004
- e-Learning Briefing: Baltimore Sept 2, 2004
- e-Learning Skills LAB: Saratoga Springs Oct 6-8, 2004 Information &
Registration: http://www.masie.com
Here's another good reference for Scope of Work:
http://www.nwlink.com/~donclark/index.html
Before You Provide a Quote for Services...Ask These 17 Questions
Excerpted from: The Consultant's Report: April 2005
-
What are your goals (or expected outcomes)? What
would you like to accomplish?
-
What have you done thus far to achieve these goals?
And why do you feel these have not produced the results you want?
-
Who are the key people responsible for achieving
results, carrying out the orders, and making things happen?
-
Do you feel there is any resistance from any of
these people? Or any people issues in general?
-
How do you feel about the organizational structure
you have?
-
May I see data on previous, attempts, trials, tests,
and currently activities? Both performance and financial?
-
How is what you are doing different (better or
worse) than your competitors?
-
What do you feel are the three biggest obstacles to
achieving your objectives?
-
What internal reports do you have that you can share
with me confidentially?
-
What kind of timetable or pressures are you under?
-
Who else are you talking to about this assignment?
-
Or, are you talking to other consultants about this
assignment?
-
Have you used outside consultants in the past? Can
you share those experiences?
-
You were once more successful, can you identify why?
-
Do you feel that market conditions or the
competitive landscape has changed?
-
May I see specific data on the problem at hand?
-
What special sensitivities exist that I should be
aware of?
Here is a recommended approach for engaging
executives in relevant, credible and substantive
business discussions:
http://www.wpsmag.com/content/templates/wps_article.asp?articleid=227&zoneid=38
External Conditions:
- What are the key external factors that have
your attention?
- Competitive issues?
- Industry trends and forces?
- Regulatory issues?
- Technology issues?
- Global challenges and opportunities?
- Why are they of such concern?
- Are they causing pain?
- What is the (quantifiable) impact to the
company?
- What if there was a way to distinguish
ourselves relative to this issue?
- Can the company influence any of these
factors?
Corporate Considerations:
- What are the key goals you are striving for?
- What are the key strategies to achieve those
goals?
- What are you optimistic about and why?
- What are you concerned about and why?
- How well defined, articulated and understood
are the goals and strategies?
- Are they linked to the issues, concerns and
opportunities discussed above (with the external
factors)?
- What needs to be done (or what needs to be
done better or differently) for the company to
achieve its goals and execute its strategies?
- Be prepared with some insightful questions
from the latest company balance sheet or income
statement.
- Look at key financial metrics (ROE, ROA,
profit margin, gross margin, current ratio,
inventory turns, debt/equity ratio, cash
position, working capital position, earnings per
share, etc). If you don’t know these, then learn
(or relearn) them. The metrics by themselves
don’t mean much unless they are compared in to
past performance and trends, and to competitive
performance. The result is to find the key
financial metrics that distinguish your company
and shows where your company is at risk.
Internal Capabilities:
- Based on everything discussed (external
conditions and corporate goals and strategies),
what capabilities is the organization strong or
unmatched in that it can and should leverage?
- Where is the business vulnerable when we
look at our capabilities?
- What caused or is causing this
vulnerability?
- What is the impact of not addressing this
vulnerability?
- Again, the appropriate “what if” question
may arise. For example, “What if we leveraged
our global services capability to a new,
unmatched level?” Or, “What if we were to
increase our customer loyalty metric by another
15 percent?”
Now you can ask yourself, as well as key
stakeholders:
- How does all of this translate to the
capabilities the organization needs to develop
(improvement) and leverage (building on
strengths)?
- Is this the foundation for a relevant,
high-impact organizational development strategy.
- Is it focused on the business context of the
company
- Is it based on the concerns and strategic
issues facing the CEO and the top management.
|
|
|