How to Ride the Maturity Model Wave

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How to Ride the Maturity Model Wave John Borwick Manager, Higher Education IT Management, LLC

description

The itSMF Higher Education SIG invites you to attend an online presentation by John Borwick, Manager at Higher Education IT Management, LLC, discussing how to build an organizational capability with practical considerations, and stay energized as the change agent. How do you cope, and excel, when you know how your IT department needs to evolve but no one else seems to understand? The process of introducing an organization to a new way of doing things can be very frustrating and uncomfortable. This presentation is a pragmatic complement to improvement frameworks such as the ITIL CSI model and John Kotter’s 8-step change model. This webinar focuses on what it’s like to be the person pushing for change, and how to build short-term wins, “anticipated pains,” and feedback loops to successfully “ride the maturity model wave” from one level to the next. Speaker Biography: John Borwick has worked in higher education for over 10 years–principally at Wake Forest University from 2003 to 2012, where he was a systems administrator, team lead, assistant director for data delivery, associate director for continual service improvement, director of service management, and finally director of the portfolio management office (including service management and project management).

Transcript of How to Ride the Maturity Model Wave

Page 1: How to Ride the Maturity Model Wave

How to Ride the Maturity Model Wave

John BorwickManager, Higher Education IT

Management, LLC

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Higher Ed Special Interest Group

• Opportunities to share with – and learn from – colleagues at other universities that are implementing IT Service Management

• Addressing the challenges that differentiate the academic and corporate environments

• Contact the Higher Ed SIG through [email protected]

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John BorwickHigher Education IT Management, LLC

John Borwick, PMP®, is currently the manager of Higher Education IT Management. Prior to that he worked in higher education for over 10 years–principally at Wake Forest University from 2003 to 2012.

John knows higher education and he knows IT–in particular, he knows how to ensure IT management systems support University outcomes and the staff responsible for providing those outcomes.

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Higher Education IT Management, LLC

“Helping Higher Education IT effectively deliver value to campus while minimizing

waste.”

One-on-one coaching

Custom engagements

Blog

http://www.heitmanagement.com

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Agenda Example of “Riding the Wave”

The context for change, generally

Why “Riding the Wave”?

Models/Frameworks

Making the improvement

Additional resources

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http://www.flickr.com/photos/teresamorgan/3845888706/

Example of “Riding the

Wave”

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Example: new e-mail distribution tool

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Example: new e-mail distribution tool

Identify improved tool

Proof-of-concept

... ?

Tool implemented

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The Context for Change, Generally

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Galileo

http://www.flickr.com/photos/ubmathur/3445953058/

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Why can change threaten people?

Don’t understand it

Following rather than leading

Vested interests in the current way

Risk to their power Power from knowing vs. learning

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Mental models

http://www.flickr.com/photos/plaisanter/5362834664/

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Equilibrate mental models

Help people learn your mental models

Understand where they are

Speak to them where they are

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http://www.flickr.com/photos/mikebaird/2599226912/

Why “Riding

the Wave”?

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“Riding the Maturity Model Wave”

Skill

Balance

Focus

Energy-intensive

(Lack of) control

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Why can this situation be frustrating & uncomfortable? No one shares your mental model

You feel like things could be so much better

You’re living in the future state

Just want it done already!

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Models/Frameworks

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Maturity models

Level 1: Initial

Level 2: Repeatable

Level 3: Defined

Level 4: Managed

Level 5: Optimizing

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Maturity models Level 0: Not Performed/Unaware

Level 1: Initial

Level 2: Repeatable

Level 3: Defined

Level 4: Managed

Level 5: Optimizing

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ITIL CSI Model1. What is the vision?

2. Where are we now?

3. Where do we want to be?

4. How do we get there?

5. Did we get there?

6. How do we keep the momentum going?

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Kotter’s organizational change model

1. Sense of urgency

2. Guiding coalition

3. Compelling vision for change

4. Communicate the vision

5. Remove obstacles

6. Create short-term wins

7. Build on the change

8. Anchor the change in the culture

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PDCA Cycle

Plan

DoCheck

Act/Adjus

t

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Iterative development

PDC

APDC

A PDC

A

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Making the Improvement

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Making the Improvement

Context for the improvement

Your role

Release management

Two examples

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Making the Improvement:Context for your

improvement

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Stakeholder identification

List stakeholders

Sense of ownership & incentives

Power dynamics CIO telling stories Need all levels on board Quiet != On board

Working with your manager Stakeholder analysis: what do they care about?

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Impacted processes How might the improvement affect other

processes?

How might other processes affect this improvement?

What new pains will this improvement create?

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Organizational analysis Capacity for absorbing change

Ability to understand the change

Revolutionary vs. evolutionary Risky later vs. up front

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Making the Improvement:

Your role

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Vision/“True North” The Expert

The core few things that must happen

Are we done?

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NegotiatorStakeholder A

Stakeholder B

Item #1 WIN WINItem #2 WIN WINItem #3 LOSE WINItem #4 WIN LOSE

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Negotiator: Quick Wins Who doesn't want a quick win?

Listen and understand stakeholders

You know the possibilities; they know the value to them e.g. creating a listserv that sends opt-in

emails

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Negotiator:Guiding Coalition

Never begin with a finished draft

Pay attention to how much you are talking. Questions vs. answers

Position others to take the next step Understanding the pain that will be created Letting others connect the dots

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Other notes on your role This Is Not About You

Be a facilitator

Patch together process interfaces as they change Temporarily do what’s needed to keep the

improvement going

Do rather than talk. Bias towards experimenting and testing

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Making the Improvement:

Release Management

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Release Management: Organic system

(Credit to the Lean Enterprise Institute)

Knock-on effects

Help people effect the change. They become change agents

“Remove Obstacles”

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Release Management: Create feedback loops

Open-Loop Process

Closed-Loop ProcessINPUTS OUTPUT

S

OUTPUTS

INPUTS

Feedback Loop

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Release Management: Communications

Formal communications plan

Formal training options

Informal training

Help shift mental models

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Release Management:0, 1, 20%, 80%, 100%

coverage

0 -> 1 Proof of Concept

1 -> 20% Improve

20% -> 80% Sell, sell, sell

80% -> 100%

Peer pressure/mandates

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Release Management: Deliver value as you go

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

0

20

40

60

80

100

All-or-NothingIncremental

Time

% v

alu

e d

elivere

d

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Release Management: Position for Future

Success Understand the pain that will be created

Begin building shared mental models to address that pain

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Making the Improvement:

Two examples

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Change management implementation

Stakeholders: helps project managers, frustrates developers. Role of auditor, IT leadership.

Mental models: necessary evil vs. enabling capability

Vision: every change? Review proportional to risk?

Quick wins: how can the process help developers? One example of change management helping.

Patch together: meeting attendees, one-on-one training

Future pain: release management, reporting

Stakeholders

Mental models

Vision

Quick wins

Things to patch together

Future pains

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Change management implementation

Stakeholders • Project managers• Developers• University audit• IT leadership• …

Mental models Necessary evil vs. enabling capability, …

Vision Every change? Review proportional to risk? …

Quick wins How can the process help developers?Celebrate faster time-to-resolve, …

Things to patch together

Inviting people to CAB, one-on-one training, …

Future pains Release management, reporting, …

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Creating an “Application Support” Team

Stakeholders

Mental models

Vision

Quick wins

Things to patch together

Future pains

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Creating an “Application Support” Team

Stakeholders • Developers• Service Desk• New Application Support team• …

Mental models Segregation of duties, how to define “support” vs. “development”, …

Vision No more incidents to developers, …

Quick wins One type of support ticket goes to the new team, knowledge base entries, …

Things to patch together

Access levels, who talks with users, …

Future pains When to transition work between teams, adding support teams to project teams, …

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Review Example of “Riding the Wave”

The context for change, generally

Why “Riding the Wave”?

Models/Frameworks

Making the improvement

Additional resources

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Additional Resources Leading Change by John Kotter

Getting to Yes by Roger, Ury, and Patton

COBIT by ISACA

http://www.heitmanagement.com/surfing

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Q & A