Proprietary and Confidential 7 Habits of Highly Effective…Business Analysts! Co-Presented by...

Proprietary and Confidential

7 Habits of Highly Effective…Business Analysts!

Co-Presented by Christine Hartman andJennifer MazonMay 19, 2015

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Why Should a “Center of Excellence” Focus on Habits?

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” - Aristotle(emphasis mine)

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7 Habits of Highly Effective People- Stephen R.

Covey• Habit #1: Be Proactive

• Habit #2: Begin with the End in Mind

• Habit #3: Put First Things First

• Habit #4: Think Win/Win

• Habit #5: Seek First to Understand, Then to Be Understood

• Habit #6: Synergize

• Habit #7: Sharpen the Saw

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• Habit #1: Be Proactive

– Change starts from within and highly effective people make the decision to improve their lives through the things that they can influence rather than simply reacting to external forces.


Covey

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Proactive Model

RESPONSESTIMULUSFREEDO

M TO CHOOS

E

SELF-AWARENESS

IMAGINATION CONSCIENCE

INDEPENDENTWILL

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Break-out Session (10 minutes)

• 5 Scenarios of how a BA handled it in reactive way, how could they have handled this in a proactive way?

• Each group will choose a leader to present out – 1 minute per group

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Habit #1 – Be Proactive!

• “Use your R and I!” (Resourcefulness and Initiative)

• Act or Be Acted Upon

• Listening to Our Language

Reactive Language Proactive Language

There’s nothing I can do Let’s look at our alternatives

That’s just the way I am. I can choose a different approach.

He makes me so mad. I can control my own feelings.

They won’t allow that. I can create an effective presentation.

I have to do that. I will choose an appropriate response.

I can’t I choose.

I must. I prefer.

If only. I will.

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Circle of Influence/Circle of Concern

CIRCLE OF INFLUENCE

CIRCLE OF CONCERN

Proactive Focus: Positive Energy Enlarges the Circle of Influence

CIRCLE OF INFLUENCE

CIRCLE OF CONCERN

Reactive Focus: Negative Energy Reduces the Circle of Influence8










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• Habit #2: Begin With the End in Mind

– Develop a principle-centered personal mission statement. Extend the mission statement into long-term goals based on personal principles.

– “The personal mission statement gives us a changeless core from which we can deal with external change.”


Covey

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Habit #2 - Begin With the End in Mind• Project Focus: When beginning a project, how do we

ensure we begin with the end in mind?

• Goal Setting: How do you determine your personal/professional goals?

• Stephen Covey defines a personal mission statement as:

• “a personal constitution, the basis for making major, life-directing decisions, the basis for making daily decisions in the midst of the circumstances and emotions that affect our lives.”

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Example: Personal Mission Statement

“To lead with integrity, creating a culture of excellence, challenging team with opportunities to take them to the next level in their personal and professional growth.”

– Jennifer MazonFebruary 16, 2011

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Key Concepts Climbing the Ladder of Success, discover it’s leaning against the

wrong wall.

Efficient, but not Effective unless we begin with the end in mind.

Leadership is the first creation Being effective is making sure the ladder is leaning against the right wall.

Management is the second creation. Efficiency in climbing the ladder of success.

Sharing Personal Mission Statements

Review IIBA Central FL Chapter Mission

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Central Florida IIBA Chapter Mission

Engage all stakeholders: students, seasoned professionals & the business community, aligned with the IIBA core model and perspectives, for the development and promotion of business analysis at all levels of the enterprise.










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• Habit #3: Put First Things First– Spend time doing what fits into your personal

mission, observing the proper balance between production and building production capacity. Identify the key roles that you take on in life, and make time for each of them.


Covey

• Based on your personal mission, are you putting first things first?

• Do you feel out of balance? What actions should be taken to put you back in balance?

• What ways can we, as business analysts, put first things first?

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Principles of Personal Management

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Time Management Matrix

URGENT NOT URGENT

IMPO

RTA

NT

NO

T IM

PO

RTA

NT

ACTIVITIES:CrisesPressing problemsDeadline-driven projects

ACTIVITIES:Interruptions, some callsSome mail, some reportsSome meetingsProximate, pressing mattersPopular activities

ACTIVITIES:Prevention, PC activitiesRelationship buildingRecognizing new opportunitiesPlanning, recreation

ACTIVITIES:Trivia, busyworkSome mailSome phone callsTime wastersPleasant activities

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Becoming a Quadrant II Self ManagerOrganizing involves 4 key activities

1.Identifying Roles• Document your key roles

2.Selecting Goals• Think if 2-3 important results you want to achieve from each role, these

would be your goals

3.Scheduling• Look at the week ahead with your goals in mind and schedule time to

achieve them.

4.Daily Adapting• Take a few minutes each morning to review your schedule.

• Prioritize around balance of roles and values

• Respond to…

– Unanticipated events

– Relationships

– Experiences

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7 Habits of Highly Effective…BAs!Habit #4 – Think Win/Win

Date: 13th May 2014Presenter: Erin Mullen

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• Habit #4 : Think Win/Win- Seek agreements and relationships that are mutually beneficial.

Win-Win Agreements take a lot of courage and a lot of kindness – in short, a lot of integrity.


Covey

•A little explanation and a wake me up!

http://youtu.be/dNu6ZCvLHmc

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• An emotional bank account is a metaphor that describes the amount of trust that’s been built up in a relationship

• It’s the feeling of safeness you have with another human being.

• Do you have more deposits or withdrawals?

Paradigms of Interdependence

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The Emotional Bank AccountThe emotional bank account is a metaphor for the amount of trust that exists in a relationship. It is suggested that every interaction with another human being may be classified as a deposit or withdrawal. Deposits build and repair relationships, withdrawals lessen trust in relationships.

Six Major Deposits1.Understand the Individual2.Attend to the little things3.Keep Commitments4.Clarify Expectations5.Show Personal Integrity6.Apologize sincerely when you make a withdrawal

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Relationships• From the foundation of character, we build and maintain

Win/Win relationships.

• Trust, the emotional bank account, is the essence of Win/Win

• When dealing with a person coming from a paradigm of Win/Lose, the relationship is still key. The focus is on your Circle of Influence

• Make more deposits into the Emotional Bank Account to gain more trust to help with those Win/Win negotiations. Trust is key!

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Character (the foundation of Win/Win)

NOT URGENT



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Processes

• Commit to maintain a balance between courage and consideration

• Roger Fisher and William Ury suggest to focus on interests and not on positions, to invent options for mutual gain, and to insist on objective criteria- some external standard that both parties can buy into

• How to achieve Win/Win•First see the problem from the other persons point of view•Second, identify the key issues and concerns involved•Third, determine what results would constitute a fully

acceptable solution•Fourth, identify possible new options to achieve those

results

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Break-out Session (10 minutes)

• 5 Scenarios where BA was faced with an issue on a project, how would you turn this bad situation into a Win/Win?

• Groups choose a leader to present out – 1 min per group

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7 Habits of Highly Effective…BAs!Habit #5 – Seek First to Understand, then to be Understood

Date: 16th July 2014Presenter: Carlos de la Torre

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Reframe for discussion

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1. Do you prescribe before you diagnose?

2. Do you listen to reply?

Are we really listening?

Levels of Listening (in order of magnitude):1.Ignoring – communicate go away verbally, through body language or lack of attention.2.Pretending – uh huh, right, nodding, etc.3.Selective Listening – looking for something that sparks interest.4.Attentive Listening – focusing on emotion, energy or body language5.Empathetic Listening – what we should all strive for!


Empathetic Listening

“Most people do not listen with the intent to understand; they listen with the intent to reply.” – Stephen Covey

Characteristics of Empathetic Listening

Gets inside another person’s frame of reference; you see the world the way they see the world; you understand how they feel.

Empathy is not sympathy. Sympathy is a form of agreement or judgment. It may be an appropriate response in a conversation. Empathetic listening communicates understanding emotionally & intellectually.

Makes deposit in Emotional Bank Account.

Psychological survival (2nd greatest need of human beings) – the need to be understood, affirmed, validated & appreciated.


Why so Hard?

Risky! – it requires a great deal of security & opens yourself up to being influenced.

Empathetic Listening Examples

You become vulnerable!

In order to influence, you have to be influenced (paradox)

Initial Contact Initial Response Today


Diagnose before you Prescribe

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Real-World Examples

If you don’t have confidence in the diagnosis, you won’t have confidence in the prescription!


One on One

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Use in your daily interactions – one on one’s & any conversations.

Strive to make the human element as necessary as the financial & technical.

Saves time, energy and money when you tap into human resources of a business at every level.

Open the door to creative solutions and third alternatives.

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7 Habits of Highly Effective People- Stephen R. Covey









7 Habits of Highly Effective People- Stephen R. Covey









Four Dimensions of Renewal

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Time Management Matrix

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URGENT NOT URGENT

IMPO

RTA

NT

NO

T IM

PO

RTA

NT


ACTIVITIES:Interruptions, some callsSome mail, some reportsSome meetingsProximate, pressing mattersPopular activities


ACTIVITIES:Trivia, busyworkSome mailSome phone callsTime wastersPleasant activities


Physical


Mental


• The Turn of the Tide by Arthur Gordon– Dr.’s 9 AM Prescription: Listen carefully

– Dr.’s 12 PM Prescription: Try reaching back

– Dr.’s 3 PM Prescription: Examine your motives

– Dr.’s 6 PM Prescription: Write your worries on the sand

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Spiritual


“Peace of mind comes when your life is in harmony with true principles and values and in no other way.”

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Social/Emotional – Habits 4, 5, and 6


“Sharpen The Saw” Challenges:

1. Physical: Global Corporate Challenge launches May 27th

2. Mental: Log Books Read, BABOK v3.0, Study for CBAP Certification!

3. Spiritual: Invest In Your Values

4. Social: Relationships/connections…work/life balance, volunteer time, Be A Buddy Mentorship Program

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