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Mandates. Bob Boiko UW iSchool ischool.washington.edu Metatorial Services Inc. www.metatorial.com. What we will cover. What is a mandate? What are the deliverables? What does the plan look like?. What is a Mandate?. What’s a political mandate? Broad agreement on a project definition
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Mandates Bob Boiko UW iSchoolischool.washington.edu Metatorial Services Inc. www.metatorial.com
What we will cover • What is a mandate? • What are the deliverables? • What does the plan look like?
What is a Mandate? • What’s a political mandate? • Broad agreement on a project definition • Levels of agreement • Complete consensus • Weak consensus • Tacit agreement • Acquiescence • A contract or covenant • The firmest foundation possible and a clear head about the cracks in that foundation
What’s the Point? A clear and agreed upon: • Statement or purpose • Empowerment to pursue that purpose • Boundary between what is and is not the project • Evaluation criteria • Ways to measure the evaluation criteria
What’s a Sponsor A sponsor can: • Help provide a mandate • Truly offer support • Get you beyond your organization • Seriously hamper you A set of sponsors provide a mandate
Sponsors vs. Stakeholder • A sponsor is a key stakeholder • A stakeholder has a stake, a sponsor has a say • A sponsor works on your behalf • You derive your legitimacy from a sponsor
Where do you Find Sponsors? • Organizational executives • The classic sponsor types • Sway in the organization • Promote ideas they believe in • Can get budget • Key influencers • Opinion leaders • Respect and credibility • Key outsiders • From important audience segments • Speak for the audience • Have some specific influence on an audience • The person who initiated the project
What Tools Do you Have? • Education • Yourself on the Org and your sponsors • Your organization • Data • The persuasive force of a readiness assessment • Survey • Research • Consensus building • One-on-one meetings • Group meetings • Vibes watching • Synthesis, analysis, and focus
Using Data Management does not listen to people, it listens to data • Who has authority to speak? • Internal credibility • External credibility • Data provides external credibility • What does your readiness assessment say? • What semi-formal surveys can you create and quickly deploy? • What research can you find and present?
What To Get Consensus On? • The Problem • What org goals does the initiative serve? • What exactly is our information management problem? • Who will the new system serve (audience)? • What is the information to be managed? • The Project • What is the project’s mandate • Where are we now? • Who is responsible for the solution? • Upon what criteria will success be judged? • What organizational standards must be obeyed?
Synthesis, Analysis, and Focus Your competitive advantage over non info types is your ability to wield information • What issues are there? Document them • What issues are the same? Lump them • What issues are too complex? Split them • What issues are settled? Praise them • What issues bite? Defang them • What issues are minor and major? Flag them
What are the Deliverables? • Sponsor profiles • Notes and minutes • Issues taxonomy • Mandate process • Mandate documentation
Sponsor Profiles May be written or unwritten • What: • A table of sponsors and their information • A strategy • How to approach them • How you will serve them • How to relate them to other sponsors • How • Interviews • Asking around • Asking them to review your strategy
Issues Taxonomy • What • MS Word outline • Capture, update, and resolution strategy • How • Document analysis • Meeting notes • Debate in all forums • Analysis, synthesis, and focus
Mandate Process • What • Schedules • Venues • Attendance • Survey • Contingency plans • How • Lots of time to schedule and plan • Getting sponsors to help you drive attendance • Doing a lot of advance education and hoopla building • Gathering survey info early and analyzing it
Mandate Documentation • What • Word Doc • Exec email • Poster, Web page or something else to keep it in people’s faces • Simple statement • Goals • Measurements • How • The final synthesis of the consensus process • Harvesting the meetings and discussions • Much review up the sponsor chain • Advice and feedback from other stakeholders
The Plan • The team • Data gatherer • Scheduler • Facilitator • Note taker • Synthesizer/Politician • Resources • Rooms • Collaborative software • External staff • Survey software or paper
Obstacles and Change • Obstacles • Inertia • Apathy • Ego • Entrenchment • Powerlessness • Change • How will you change based on these obstacles