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BA’s

7 Habits of Highly Effective…Business Analysts! Co-Presented by Christine Hartman andJennifer Mazon May 19, 2015. BA’s. 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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BA’s

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  1. 7 Habits of Highly Effective…Business Analysts!Co-Presented by Christine Hartman andJennifer MazonMay 19, 2015 BA’s

  2. 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)

  3. 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

  4. 7 Habits of Highly Effective People- Stephen R. Covey • 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.

  5. Proactive Model FREEDOM TO CHOOSE RESPONSE STIMULUS SELF-AWARENESS INDEPENDENT WILL CONSCIENCE IMAGINATION

  6. 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

  7. Habit #1 – Be Proactive! • “Use your R and I!” (Resourcefulness and Initiative) • Act or Be Acted Upon • Listening to Our Language

  8. Circle of Influence/Circle of Concern CIRCLE OF CONCERN CIRCLE OF CONCERN CIRCLE OF INFLUENCE CIRCLE OF INFLUENCE Proactive Focus: Positive Energy Enlarges the Circle of Influence Reactive Focus: Negative Energy Reduces the Circle of Influence

  9. 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

  10. 7 Habits of Highly Effective People- Stephen R. Covey • 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.”

  11. 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.”

  12. 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 Mazon February 16, 2011

  13. 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

  14. 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.

  15. 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

  16. 7 Habits of Highly Effective People- Stephen R. Covey • 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. PC • 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? P

  17. Principles of Personal Management

  18. Time Management Matrix URGENT NOT URGENT I II ACTIVITIES: Prevention, PC activities Relationship building Recognizing new opportunities Planning, recreation ACTIVITIES: Crises Pressing problems Deadline-driven projects IMPORTANT IV III ACTIVITIES: Interruptions, some calls Some mail, some reports Some meetings Proximate, pressing matters Popular activities ACTIVITIES: Trivia, busywork Some mail Some phone calls Time wasters Pleasant activities NOT IMPORTANT

  19. Becoming a Quadrant II Self Manager Organizing involves 4 key activities • Identifying Roles • Document your key roles • Selecting Goals • Think if 2-3 important results you want to achieve from each role, these would be your goals • Scheduling • Look at the week ahead with your goals in mind and schedule time to achieve them. • 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

  20. 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

  21. 7 Habits of Highly Effective…BAs!Habit #4 – Think Win/WinDate: 13th May 2014Presenter: Erin Mullen

  22. 7 Habits of Highly Effective People- Stephen R. Covey • 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. • A little explanation and a wake me up! • http://youtu.be/dNu6ZCvLHmc

  23. Paradigms of Interdependence • 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?

  24. The Emotional Bank Account • The 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 Deposits • Understand the Individual • Attend to the little things • Keep Commitments • Clarify Expectations • Show Personal Integrity • Apologize sincerely when you make a withdrawal

  25. 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!

  26. Character (the foundation of Win/Win) NOT URGENT ACTIVITIES: Prevention, PC activities Relationship building Recognizing new opportunities Planning, recreation ACTIVITIES: Crises Pressing problems Deadline-driven projects

  27. 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

  28. 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

  29. 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

  30. 7 Habits of Highly Effective…BAs!Habit #5 – Seek First to Understand, then to be Understood Date: 16th July 2014Presenter: Carlos de la Torre

  31. Reframe for discussion 1. Do you prescribe before you diagnose? 2. Do you listen to reply? Are we really listening? • Levels of Listening (in order of magnitude): • Ignoring – communicate go away verbally, through body language or lack of attention. • Pretending – uh huh, right, nodding, etc. • Selective Listening – looking for something that sparks interest. • Attentive Listening – focusing on emotion, energy or body language • Empathetic Listening – what we should all strive for!

  32. 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.

  33. Why so Hard? • Risky! – it requires a great deal of security & opens yourself up to being influenced. • You become vulnerable! • In order to influence, you have to be influenced (paradox) Empathetic Listening Examples Initial Response Initial Contact Today

  34. Diagnose before you Prescribe • If you don’t have confidence in the diagnosis, you won’t have confidence in the prescription! Real-World Examples

  35. One on One • 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.

  36. Confidential 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

  37. Confidential 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

  38. Four Dimensions of Renewal

  39. Time Management Matrix URGENT NOT URGENT I II ACTIVITIES: Prevention, PC activities Relationship building Recognizing new opportunities Planning, recreation ACTIVITIES: Crises Pressing problems Deadline-driven projects IMPORTANT IV III ACTIVITIES: Interruptions, some calls Some mail, some reports Some meetings Proximate, pressing matters Popular activities ACTIVITIES: Trivia, busywork Some mail Some phone calls Time wasters Pleasant activities NOT IMPORTANT

  40. Physical EXERCISE CHALLENGE: “…minimum of thirty minutes a day, every other day.”

  41. Mental READING CHALLENGE: “…starting with a goal of reading a book a month, then a book every two weeks, then a book a week.”

  42. Spiritual • 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 SPIRITUAL CHALLENGE: Find daily renewal in activities that are aligned with your value system.

  43. Social/Emotional – Habits 4, 5, and 6 “Peace of mind comes when your life is in harmony with true principles and values and in no other way.” SOCIAL/EMOTIONAL CHALLENGE: Do something daily that will anonymously bless the lives of other people: influence, not recognition, becomes the motive.

  44. “Sharpen The Saw” Challenges: • Physical: Global Corporate Challenge launches May 27th • Mental: Log Books Read, BABOK v3.0, Study for CBAP Certification! • Spiritual: Invest In Your Values • Social: Relationships/connections…work/life balance, volunteer time, Be A Buddy Mentorship Program

  45. Confidential

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