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10. Mobilisation and Client Leverage
RUNNING HEAD: 10 BOLD ALL CAPS




Section Objectives
• Introduce the basic concepts of mobilisation and leverage.

• Introduce the mobilisation building blocks and how they relate to more
  traditional practice approaches:
          – Mobilisation events.
          – Town meetings.
          – Change agents.
          – Action Learning Teams.

• Suggest how mobilisation building blocks can be used on projects.




GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12   -2-
RUNNING HEAD: MOBILISATION AND LEVERAGE
OBJECTIVES OF 10 BOLD ALL CAPS




Mobilisation and leverage interventions

         Objective of Mobilisation and
                                                                                                       How They Work
           Leverage Interventions
                                                                                           • Generating involvement,
                                                                                             ownership and buy-in.
     “Move an organisation towards
     a purpose while achieving                                                             • Creating momentum, energy,
                                                                                             and focused action.

                                                                                           • Leveraging consulting
                                                                                             resource.

                                                                                           • Leveraging organisation skills
                                                                                             and knowledge.

                                                                                           • Communicating widely and
                                                                                             quickly.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12                     -3-
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION AND LEVERAGE IN RESULTS DELIVERY

Three key components of change deliver lasting
improvement in business performance



           “Improve”                                             “Mobilise”                                  “Sustain”

•     Identify opportunities to                              • Mobilise and leverage                   •   Build the capability to
      improve performance,                                     the appropriate parts                       sustain the changes and
      and implement changes                                    of the organisation to                      continue to improve, e.g.:
      to achieve them, e.g.:                                   support the changes
                                                                                                            – Business planning
         – Strategy                                                                                           processes
         – Process improvement                                                                              – Key performance indicators
         – Process re-engineering                                                                           – Management development
         – Cost reduction                                                                                   – Personal performance
         – Information Management                                                                             management and
                                                                                                              development systems



                                     Mobilisation supports the changes needed to improve and sustain the
                                     business.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12                                 -4-
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION AND LEVERAGE IN RESULTS DELIVERY




What is the business case for mobilisation and leverage?

• The primary benefit is as an enabler of sustainable change, not a deliverable
  in its own right:
          – A large amount of energy and emotion is released, which can be harnessed to drive the project
            forward.



• Benefit derives from the deliverables for the project and workstreams:
          – Mobilisation can accelerate, giving a cash-flow impact.

          – Mobilisation can spread best practice, multiplying the effect.

          – Mobilisation involves and empowers, increasing support and lowering resistance to change.

          – Mobilisation provides context, and creates an alignment of activity with the organisational
            goals.

          – Mobilisation can touch sufficient people to get a critical mass of support.

          – Mobilisation can reframe thinking and create breakthrough solutions.


GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12      -5-
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION AND LEVERAGE IN RESULTS DELIVERY

Many longstanding Gemini approaches include elements of
mobilisation and leverage

• Most project designs include streams designed to:
          – Communicate effectively across the organisation:
             • Launch
             • Newsletter
             • Helpline
             • Suggestion scheme
             • Roadshows, etc.

          – Gain organisational buy-in and alignment:
             • Executive/top management off-sites
             • Workshops
             • “Coaching” (especially in change skills)

• The typical project process includes:
          – Cross-functional team building/problem solving (NWTs, Joint Team).
          – Involvement/validation by those affected by change (Brown/White Paper Fairs).

• Additionally, Gemini has strong process and facilitation skills.

                                                           See also “Communications” section.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                            Proprietary to Gemini Consulting 03/19/12   -6-
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION AND LEVERAGE IN RESULTS DELIVERY

However, these approaches can have limitations, if used in
isolation
                        Limitations of Approaches                                                 Benefits of Using With
                             Used in Isolation                                                     Mobilisation Tools
   •       Joint Team, NWT members and clients                                   •    Can reach many more people than
           touched are not always sufficient to                                       before, helping to achieve critical mass.
           achieve critical mass.
                                                                                 •    Can touch other parts of the
   •       Can get “boxed in” organisationally,                                       organisation, broadening the
           working in one part of the business,                                       transformation and awareness of
           reducing transformation impact.                                            Gemini.

   •       Communications streams often use                                      •    Powerfully engages people around the
           passive media, such as newsletters.                                        change objectives.

   •       Too slow!                                                             •    Can cycle compress implementation.

   •       Can generate only incremental, rather                                 •    Can be used to achieve radical change
           than framebreaking change.                                                 and stretch targets.

                              The limitations are becoming more significant as our clients become bigger,
                              more complex, and expect more consultant leverage.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12                          -7-
Mobilisation Building Blocks
RUNNING HEAD: 10 BOLDBLOCKS
MOBILISATION BUILDING ALL CAPS

There are four basic mobilisation and leverage building
blocks

             Building Block                                                                      Description
  •       Mobilisation Events                              •     Large groups, usually cross-functional, multi-level—which
                                                                 have a role to play in, or are affected by, specific sets of
                                                                 changes in the way they do business.

                                                           •     Forums for large groups of employees, usually multi-level, to
  •       Town Meetings                                          address questions to, and get answers from, senior
                                                                 management concerning any aspect of the business:


                                                           • Can be component parts of Mobilisation Events.
   •      Action Learning Teams
                                                           •     Client teams, usually led by a Change Agent, which create
                                                                 opportunities for radically different ways of improving and
                                                                 behaving through a process of discovery.

  •       Change Agents
                                                           •     Clients who are trained by Gemini to coach and deliver
                                                                 mobilisation and leverage interventions.




GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                               Proprietary to Gemini Consulting 03/19/12                        -9-
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS




Mobilisation Events are not one-off, isolated occasions
• They must have a clear purpose within the Project Design:
          – Clear objectives, e.g. generate To-Be process.
          – Clearly defined inputs, outputs and next steps e.g. NWTs, RATs, ATs.

• The participant list should be driven by the objectives, but is usually:
          – Cross functional.
          – Large (400 is the largest so far).
          – Mixed levels.

• The ground rules for behaviour model other Gemini interventions, including
  Town Meetings.

• To reinforce commitment, they should always generate actions:
          – Fully-fledged workstreams.
          – Action Learning projects.
          – Personal action plans.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12   - 10 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS

During successful Mobilisation Events, participants
experience a predictable mindset change cycle
                                      Strong
                                                                                                                                         Overcome
                                     Positive                                                                                            obstacles to
                                                                 Engage
                                                                                                                                         change
   Mindset                                                                                          Create new
   Change                                                                                           frame
                                      Neutral
    Cycle                                                                      Break current
                                                                               frame

                                    Strong
                                   Negative

Intellectual                                          • Prepare to • See business            • Begin to accept validity   • Explicitly raise and address
                                                        suspend      issues from a             of new business              personal and organizational
   Cycle                                                                                                                    obstacles to change
                                                        normal       new perspective           perspective and goal set:
                                                        prejudices/                            global competition, shared • Define actions and
                                                        be objective                           aspirations, leveraging      workstreams; shift to line
                                                                                               resources, winning           manager ownership

                                                                                                                      • Begin to feel change is within
Emotional                                             • Recognise     • Feel demoralized/ • Begin to want to change,
                                                                                                                        their grasp/first steps are
                                                        existing        angry about the     but don’t know how; angry
 Cycle                                                  feelings as     status quo          that recipe not given
                                                                                                                      clear
                                                        legitimate
                                                                      • Feel need to change



                            The design of the Event must ensure that participants are not at the emotional
                            low when it finishes.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                       Proprietary to Gemini Consulting 03/19/12                                        - 11 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS

Mobilisation Events have been used to initiate actions and
projects to fix the Product Creation Process

     • Example: Electronics Company                                                                    Agenda (2 days)
                                                                                          Evening
                                                                                          • MD Welcome
                                                                                          • Outside speaker:
                                                                                              –Business Transformation Case Study
             •      Attendees:                                                                 (Plenary)
                                                                                          Day 1
                       – Top 50 managers.                                                 • Introduction to Business Processes
                                                                                            (Plenary)
             •      Objectives:                                                           • Examples of PCP failures
                                                                                            (Plenary)
                       – Identify key breakdowns in Product                               • Idea generation for Development
                         Creation and associated processes.                                 Processes; As-Is mapping of marketing
                                                                                            processes, and idea generation
                       – Develop possible solutions to Product
                                                                                            (small group work)
                         Creation Process (PCP) problems.                                 • Report back
                       – Gain commitment to launch and support                              (Plenary)
                         projects to fix PCP and related processes.                       • Prioritisation of PCP improvements
                                                                                            (small group work)
                                                                                          • Report back
                                                                                            (Plenary)
                                                                                          Morning 2
                                                                                          • Action planning (small group work)
                                                                                          • Report back
                                                                                            (Plenary)
                                                                                          • Close

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12                                - 12 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS




The Event agenda must reflect the mindset change cycle
                                 Strong
                                                                                                                                       Overcome
                                Positive                                                                                               obstacles to
                                                              Engage
                                                                                                                                       change
                                                                                                Create new
                                                                                                frame
                                  Neutral
                                                                            Break current
                                                                            frame

                                Strong
                               Negative



                                                      Introduction                                                               Small group    Report
                                                                                         Small group               Report back
                                                                        Injection                                                  work to      back to
          Typical Agenda:                             Background         of data
                                                                                        work to identify            to whole
                                                                                                                                    refine       whole
                                                                                         ways forward                group
                                                    Scene setting                                                                 solutions      group


• Each session needs to be clearly defined:
          – Objectives
          – Inputs
          – Outputs

                                  As a stream progresses, the low point in the cycle will not be so marked.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                       Proprietary to Gemini Consulting 03/19/12                                      - 13 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS




Properly planned, Mobilisation Events can create leverage

• Events, although time consuming, can be time effective:
          – Usually can get more senior management time to work issues.
          – Gathers all key players together.
          – Forces pace in terms of decision-making.
          – Much more effective use of “part time” resource.
          – Emotional and intellectual energy can create breakthrough results.

• Consultants can use Events to cycle compress and manage time:
          – Gains greater understanding and commitment faster.
          – An alternative to NWTs as an approach to managing streams of work: for example at a retail
            client:
                 • 1 Consultant and 1 Joint Team member manage 3–5 streams.
                 • Normal NWT approach might suggest 2–3 consultants and 5–7 Joint Team members.




GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12     - 14 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS

Mobilisation Events can be organised as a vertical cascade
down the organisation

                                                                                            Example Event Description
 • Participants in
   one Event                                                                                •   Corporate and senior business managers
   lead the                                                                                     generate Corporate initiatives, set targets
   cascade                                                                                      and track progress.
   Events lower
   down, as                                                                                 •   Senior business managers and middle
   appropriate                                                                                  management clarify implications of
                                                                                                corporate initiatives, and generate
                                                                                                projects to meet targets.
                                                     CASCADE
                                                                                            •   Cross functional senior, middle and
                                                                                                junior management use mobilisation
                                                                                                Events as part of project architecture.

                                                                                            •   Analysis and data are carried from one
                                                                                                session to another to build learning and
                                                                                                capabilities.

                                    Town Meetings can be similarly used to cascade messages through an
                                    organisation rapidly.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                               Proprietary to Gemini Consulting 03/19/12                                  - 15 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS




There are some clear CSFs for Mobilisation Events
• Clear objectives and required outputs from the Event.
• Commitment and support from the owner of the Event.
• Carefully prepared input (garbage in, garbage out):
          – May have taken weeks or even months:
                 • Brown papers.
                 • Focus interviews/executive interviews.
                 • Other analysis.

• Carefully design the agenda:
          – Clear objectives and outputs from each session.
          – Manage the mindset change cycle.
          – Actively involve all participants as much as possible:
                 • Minimise the lecturing.
          – Vary the nature of the sessions to avoid boredom.
•        Sufficient facilitators and floating resources to cope with the unexpected.
• Facilitators well briefed on the content and outputs for each session.
• Good logistics management during the Event.
• Clear, unambiguous RACI.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12   - 16 -
RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS




Do not underestimate the resources needed for an Event
• Manpower for:

                           Preparation                          During the Event                               Follow-up
           • Event and venue logistics,                    • One facilitator per small                  • Debrief with the owner.
             including invitations.                          working group (typically
                                                             10–12 people).                             • Send out copies of the
           • Agenda design and                                                                            output (if not done at the
             specification of session                      • One overall Event                            Event).
             outputs.                                        facilitator.
                                                                                                        • Plan how commitments
           • Injections of data.                           • One floating facilitator per                 and action plans will be
                                                             7 or 8 small working                         followed up.
           • Facilitator training.                           groups.
           • Briefing the owner.                           • Secretarial/Mac resource.

   • Cost:
              – The cash cost will clearly vary depending on the scale of the Event, the location, and the
                sophistication.
              – The hidden cost is having a large number of managers out of the business for the duration,
                including travelling time.
              – Mobilisation events are now priced seperately on the Gemini pricing sheet.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                            Proprietary to Gemini Consulting 03/19/12                                  - 17 -
RUNNING HEAD: 10 BOLDBLOCKS: TOWN MEETINGS
MOBILISATION BUILDING ALL CAPS

A successful Town Meeting requires careful planning and
management
• Preparation:
          – Coach senior management group about their role.
          – Plan how questions will be collected and asked.
          – Facilitator should understand the “big issues” that are likely to arise.
          – Manage invitation and venue logistics.

• During the Town Meeting:
          – Manage the nature of the questions according to the emotional level of the meeting.
          – Senior management answer questions, not give lectures.
          – Senior management should take decisions, rather than just give information, if the decision
            demands.
          – Focus on the issues—not the emotions and personalities.
          – Check that questions have been answered satisfactorily.
          – Record all commitments and questions that are deferred for lack of information.

• Follow-up:
          – Debrief senior management.
          – Distribute meeting summary and next steps.
          – Ensure outstanding questions are answered, and decisions implemented.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12      - 18 -
RUNNING HEAD: 10 BOLDBLOCKS: CHANGE AGENTS
MOBILISATION BUILDING ALL CAPS




Change Agents are the key to real leverage
• Change Agents should be:
          – High fliers.
          – Well respected in the organisation.
          – Able to influence people.

• Change Agents need training to deliver Mobilisation Events and Town
  Meetings, and lead Action Learning Teams:
          – Change Management skills.
          – Project design management skills.
          – Team building skills.

• Change Agents need support:
          – Senior management mentors:
             • To guide the Change Agents.
             • To help them overcome obstacles.
          – Offline coaching:
             • Day-to-day project management issues.
          – Network of other Change Agents where possible.

                                Change Agents also need a clear mandate from senior management if they
                                are to be effective.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12     - 19 -
RUNNING HEAD: 10 BOLDBLOCKS: ACTION LEARNING TEAMS
MOBILISATION BUILDING ALL CAPS

Gemini needs to create the conditions for Action Learning
Teams to succeed

• Action Learning Teams are:
          – Usually led by Change Agents.
          – Usually part time.
          – Charged with solving a specific problem.
          – Temporary.

• The CSFs are:
          – Charter requires a “Breakthrough”.
          – Change Agent selection and training.
          – Visible senior management support and commitment.
          – Explicit commitment of superiors to the time contract of team members for regular role and
            ALT role.
          – Mentoring role of senior managers with Change Agents.
          – Clear date for reporting back achievements to senior management.
          – Regular support, coaching and progress checking by Gemini/project office with Change
            Agents.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12     - 20 -
RUNNING HEAD: 10 BOLDBLOCKS: ACTION LEARNING TEAMS
MOBILISATION BUILDING ALL CAPS

Action Learning Teams are the highest form of leverage,
both of the organisation and consultants
•      Action Learning Teams tend not to be as driven by established procedures or skills as a Gemini
       NWT or Analysis Team, but offer much more leverage.
•      Action Learning Teams provide the opportunity for invention and reflection, creating the
       environment for the client to develop breakthroughs in performance.

                                                                                                        •   Medium learning
                                                                                      NWT               •   Medium leverage
                                                                                                        •   High control
                                                                                                        •   Strong deliverables



                                                                                                              Analysis
                                                                                                               Team      •   Patchy learning
                                                            Action                                                       •   Low leverage
                                                           Learning                                                      •   High control
                                                            Team                                                         •   Very strong deliverables
          •     High learning
          •     High leverage
          •     Low control: higher failure rate
          •     Patchy deliverables

                                   High leverage models contrast strongly with other Gemini approaches in
                                   terms of the control that can be exercised.

                                                     See also “Task-based Teams” section for other types of teams on projects.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                      Proprietary to Gemini Consulting 03/19/12                                 - 21 -
RUNNING HEAD: 10 BOLDBLOCKS
MOBILISATION BUILDING ALL CAPS

Client expectations need to be very carefully managed
when using mobilisation building blocks
• Mobilisation Events are costly and high profile:
          – Clients need to understand why we are doing them and where they fit in, so that they can
            support or defend them.

• Town meetings need careful preparation, time and personal investment from
  senior management
          – Higher potential return in mobilisation but higher related risk in managing process and
            outcomes.

• Action Learning Teams are “high leverage, low control”:
          – Clients need to understand why we are doing them, and what to expect in terms of benefits
            and deliverables, compared with other consulting approaches.
          – Mobilisation benefits are primarily in terms of enhancing other outcomes and benefits:
          – Seldom directly quantifiable.




GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12    - 22 -
Mobilisation in Projects
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION IN PROJECTS




There are two different levels of mobilisation
• Transformation mobilisation:


                                                           Mobilise the entire organisation around the
                                                           transformation.



• Stream mobilisation:


                                                           Mobilise the affected parts of the organisation around
                                                           the stream:
                                                             – This is appropriate in transformation and non-transformation
                                                               projects.



                                Mobilisation should never be a separate stream, but an integral part of the
                                way we deliver projects.

                                                                  See also “Project Design” section.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                    Proprietary to Gemini Consulting 03/19/12                 - 24 -
RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION
MOBILISATION IN PROJECTS: CAPS




What does a mobilised organisation look like?
• Vision and values are clear and understood.
• Vision translated to every job—employees know how they contribute.
• Individuals feel a sense of ownership of the company’s performance.
• Forums exist for individuals at all levels to contribute to defining how the
  vision will be implemented.
• Communication is fast and fluid and a by-product of involvement:
          – Understanding and knowledge are sources of competitive advantage for the organisation, not
            individuals.

• Improvement initiatives are ambitions, focused top-down and driven bottom-
  up, and encounter little resistance (there are few surprises; the whole
  organisation is actively engaged).
• Once a direction is chosen or decision is made, it moves fast:
          – Faster than competitors because of an aligned and committed workforce.

                                   Since Transformation requires a business to work with new paradigms,
                                   mobilisation needs to be part of the project design.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12      - 25 -
RUNNING HEAD: 10 BOLDBLOCKS; MOBILISATION EVENTS
MOBILISATION BUILDING ALL CAPS

Over time at the Electronics client, a model of horizontal
cascades developed

                      CII
                          CII
                          FUa(2) CII                       CII       • PCP focus
                                 FU(3)                     FU(4)

                                                                     Change
                                                                      Agent
                                                                     Training                • Train Change Agents for PCP projects

                                                                                     Change
                                                           Projects                Management                  • Focus on Development Resource
                                                              to                   Programme                     Allocation Process
                                                           fix PCP Project
                                                                    facilitation                        OEM              • Focus on quotation process
                                                                                                      Centurion
                                                                                                                         • Allow priorities to be set
                                                                                                                  Business
                                                                                                                  Planning        • Focus on strategic
                                                                                                                  Centurion         planning process

                                                                                                                              CII      • Review
                                                                                                                              FU(5)      achievements



                               Analysis and data are carried from one session to another to build learning
                               and capabilities.

a. FU = follow up.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                   Proprietary to Gemini Consulting 03/19/12                                     - 26 -
RUNNING HEAD: 10 BOLDBLOCKS
MOBILISATION BUILDING ALL CAPS

The mobilisation building blocks complement other Gemini
technologies
• Mobilisation Events can be combined with NWTs, RATs and Analysis Teams
  in many ways, e.g.:

         Process re-engineering                                             Event
                                                                                              NWT
                                                                                                            Event
                                                                                                                       NWT


                                                                         • Launch                       • Generate To-Be
                                                                         • Review charter                 from As-Is
                                                                         • Initial idea generation


         Quick hit improvements                                             Event
                                                                                             RATs
                                                                                                            Event

                                                                         • Launch                       • Report back on
                                                                         • Identify quick hits            achievement



         Develop strategic intent                                           Event
                                                                                         AT
                                                                                                    Event
                                                                                                               AT
                                                                                                                      Event
                                                                                                                                  AT


                                                                         • Launch                • Review           • Develop
                                                                         • Review current          initial            outline
                                                                           strategy,               findings           strategic
                                                                           emerging issues                            options


GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12                                   - 27 -
RUNNING HEAD: 10 BOLDBLOCKS
MOBILISATION BUILDING ALL CAPS

The mobilisation building blocks complement other Gemini
technologies (cont.)
• Facilitation skills are important for all the building blocks:
          – Mobilisation Events require challenging facilitation to deliver the outputs.
          – Good facilitation is key to the success of Town Meetings.
          – Change Agents need to be trained in facilitation.

• PS/TB is equally a core requirement:
          – This is at the heart of the small group work sessions in Mobilisation Events.
          – Again, a core skill for Change Agents to use with their teams.

• Joint Teams can be involved in preparing and running Mobilisation Events
  and Town Meetings.

• Executive Steering Groups are just as relevant to managing the project
  when using mobilisation and leverage building blocks.

• Client communications and newsletters are still necessary, reaching even
  larger audiences and informing them of the projects, progress and changes.
                                                           See also “Client Communications” section.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                Proprietary to Gemini Consulting 03/19/12   - 28 -
RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION
MOBILISATION IN PROJECTS: CAPS

The initial mobilisation architecture should be developed at
the Project Design stage

• The data needed would usually be collected during the Scoping phase.
•        The project design should consider the three key dimensions:

                                                   Improve               Mobilise                       Sustain



• The top clients should be involved as early as possible to create additional
  ownership and gather further insights:
          – The Transformation Map is a powerful tool for this.
          – Not every population should be targeted




                                                             See also “Transformation Mapping” section.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                  Proprietary to Gemini Consulting 03/19/12       - 29 -
RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION
MOBILISATION IN PROJECTS: CAPS

The mobilisation imperatives are the gap between the As-Is
and the mobilised To-Be organisation


                                         Internal
                              (Executive & Focus Interviews)                                       External Benchmarks
                                •     Industry                                               Including:
                                •     Their issues                                           •   Industry leaders
                                •     Skills                                                 •   Technology trends
                                •     Who they admire                                        •   Customer trends
                                •     What do they think needs to be done?                   •   Competitor actions
                                •     What are they doing?                                   •   Different geographic markets
                                •     What has been tried?
                                •     History: Background, training;
                                      mobilisation, initiatives, change
                                      programmes




        Organisation As-Is                                                                                                Organisation To-Be

   •     Power imbalances                                                                                             •   Power balances
   •     Disconnected                                      Mobilisation Imperatives                                   •   Connected




GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                    Proprietary to Gemini Consulting 03/19/12                                  - 30 -
RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION
MOBILISATION IN PROJECTS: CAPS

The mobilisation architecture—the plan to move the
organisation—can be developed based on the imperatives

 • Example: European Retailer (process took about 1 month)

                      Organisation As-Is                         Mobilisation Imperatives                     Organisation To-Be
                                                             •   Partnership between Retail
            •     CEO/Division divide                            Operations and Buying &               •   CEO/Divisional MD team
                                                                 Merchandising
            •     Financial underperformance                                                           •   Strong financial returns
                                                             •   Raise management competence
            •     Buying and merchandising                                                             •   World class retailer
                                                             •   Standards set and maintained in       •   Customer driven
                                                                 basic
                                                                                                       •   Entrepreneurial culture
                                                                                                       •   Empowered store managers
                                                                                                       •   Respected management capability
                                                                                                       •   Staff identify with divisions and
                                                                                                           corporate
                                                                 Mobilisation Architecture
                                                             •   Large (300 person) Events focused
                                                                 on store manager, with CEO, MDs
                                                                 and other executives present
                                                             •   Event for top 130 to develop the
                                                                 vision
                                                             •   Develop Executive Group (CEO &
                                                                 MDs)
                                                             •   Cross corporation management,
                                                                 store managers and sales staff
                                                                 development workshops
                                                             •   NWTs to engage middle management
                                                                 on supply chain and retail best
                                                                 practice

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                           Proprietary to Gemini Consulting 03/19/12                                           - 31 -
RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION
MOBILISATION IN PROJECTS: CAPS

Mobilisation building blocks are valuable within individual
streams too

• The same three key dimensions are relevant to the stream design:

                                                           Improve                Mobilise                       Sustain




• Mobilisation seeks to create shared ownership and momentum for problems
  and their solution through involvement.

• The benefits can include:
          – Gain a critical mass of support for the change.
          – Reduce resistance to change.
          – Compress the time to implement change.
          – Leverage the organisation’s knowledge and experience.
          – Leverage the consulting resource.
          – Embed learning so efforts are sustaining.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                     Proprietary to Gemini Consulting 03/19/12             - 32 -
RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION
MOBILISATION IN PROJECTS: CAPS

Small scale Mobilisation Events have been used to develop
shared visions and business plans
• Example: Chemicals Company (6 months):
                                  Understand                    How well are we         What are our core     What are the options           Develop shared
                                implications of                  performing?            competences and        for the business in               vision
                               corporate history                                   improvement opportunities?       the future?
                                                                                                                                                                Launch
                                                                                                                                                               initiatives
       Leadership                                                                                                                                             and deploy
       Group Events:                                                                                                                                          resources




  •       Action Learning Team of high-potential middle managers supports leadership by preparing high-quality analyses, insights, and
          recommendations.
  •       Action Learning Team members later used to lead projects to begin making the vision happen.



• Example: Electronics Company (2 months):
 • Agree process                          • Review findings           • Review draft              • Agree restructuring    • Review                • Finalise
 • Surface initial                        • Raise issues                restructuring plan          plan                     Business Plan           Business Plan
   concerns                                                           • Raise issues              • Review analysis        • Raise issues
                                                                                                  • Raise issues



                             AT                                  AT                          AT                      AT                      AT


                   • Review of market,                     • Additional           • Revise restructuring       • Additional analysis   • Revise
                     customers,                              analysis               plan                       • Product range           Business Plan,
                     competitors and                       • Develop draft        • Analysis of new              requirements            add action
                     costs                                   restructuring          markets, industry          • Draft Business Plan     plans
                                                             plan                   trends

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                         Proprietary to Gemini Consulting 03/19/12                                                 - 33 -
RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION
MOBILISATION IN PROJECTS: CAPS


A combination of Analysis Team, mobilisation Events and coaching have been
used to drive project workstreams from the Strategy and Operating Plan




                                                                                                                                    NWT

                                                                       Coached Operating
                                    CEO                                Plan Development                                             NWT
                                                                                                                                            Project
AT       Board                    Present-                                                         Board                                  Workstreams
         Review                    ation                                                           Review                           NWT


                                                                                                                                    NWT

     Strategy Development                                  Operating Planning                                      Operating Planning
                                                                Event 1                                                 Event 2
                                                              (50 people)                                             (80 people)




                              The Managing Director was very pleased with the level of commitment to the
                              operating plan and project workstreams.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                       Proprietary to Gemini Consulting 03/19/12                               - 34 -
RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION
MOBILISATION IN PROJECTS: CAPS


A two day, 100-person Event kicked off five major streams, identified training
needs, and highlighted the need to “just do” other things
  HR Kick-off Event                                   Steering Group

                                    Management Capability                                                                  10–15 workshops for
                                                                                                                           25–40 people each


                        Performance Mgmt                                 NWT


                                                                                           • All of these streams will use NWT
                             Branch Mgr Dev                              NWT                 members from the Kick-off Event,
                                                                                             and will use mobilisation tools to
                                                                                             pilot cross-divisional processes in
                               Sales Staff Dev                           NWT
                                                                                             lead divisions
                                                                                           • Led by 1 Gemini consultant and 1
                                                                                             joint team member
                TM
                                     Productivity                        NWT


                                                                                    HR Change Skills Training              Workshops for over
                                                                                     Action Learning Team                  100 HR professionals
         Action Learning                     Specific Action Plans
              Team                           • Equal opportunities
                                             • Cross-division job opportunities

                                  The kick-off Event was key to setting priorities and gaining commitment.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                       Proprietary to Gemini Consulting 03/19/12                             - 35 -
RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION
MOBILISATION IN PROJECTS: CAPS

Mobilisation Events were used to accelerate the implementation of
performance planning and monitoring systems in a 7-division business
 •      60 people:
           – Mainly from divisions.
           – 20 positioned as NWT members.
 •      Inputs: As-Is from A&D.
 •      Outputs: Strawman To-Be.
 •      Presentation to CEO and MDs at the end:
           – Builds.
           – Sign off.

               June                                         July                    August                     September                October

                           NWT: Strategy Planning Process

                             NWT: Key Performance Indicators

                                 NWT: Budget Process

                                     NWT: Capex

                                         NWT: Operating Planning Process
                                                                                                                              To-Be
                                                                                                                           refinement

  Resources:                                                Achievements:
 •       60% Gemini consultant.                             •      Compressed:
                                                                    – Budget cycle (6 months to 6 weeks).
 •       11/2 Joint Team members.                                   – Capex cycle (9 weeks to 3 weeks).
                                                            •      Introduced:
                                                                    – Strategic and Operating planning processes.
                                                                    – Key Performance Indicators.
                                                            •      Reviewed first set of Operating Plans on
                                                                   15 September.
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                       Proprietary to Gemini Consulting 03/19/12                                  - 36 -
RUNNING HEAD: 10 BOLD ALL A&D
MOBILISATION IN PROJECTS: CAPS

Mobilisation has been used in a number of A&D’s and is planned to
take an increasingly prominent role in scoping transformation
Typical time
line (Weeks)                 1–2                                      3–4                                   5–6                 7–8

Phase                           • Introduction to Business                 • Sizing issue                       • Developing     • Project start-up
Elements                        • Clarifying issue                         • Creating insights                    way forward
                                • Identifying                              • Earning right
                                  alignment/energy




                                                   Board and functional focus interviews


Mobilisation                                                   Top management team workshops
Tool
                                                                                                          Mobilisation events


                                                                                         Town meetings




                                 Mobilisation accelerates and deepens client buy-in and can compress the
                                 cycle time.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                    Proprietary to Gemini Consulting 03/19/12                                     - 37 -
RUNNING HEAD: 10 BOLD ALL A&D
MOBILISATION IN PROJECTS: CAPS

At a retail client, it was key to consistently developing the
Board, and took 4 not 6 weeks as a Scoping phase

Time Line                                    Week 1                     Week 2                           Week 3                      Week 4
                                  • Clarifying issue              • Sizing                        • Developing way              • Project start up
Phase                                                               issue/creating                  forward
Elements                                                            insights



                                  EI          Board                     Board updates                Board Project Design


                                                                                                                                          ESG
Group                                                                                                                                     ATs
Work                                                                                                                                      RATs
                                                                                                                                          NWTs

                                  FI             Departmental         [Some diagnostics]            Functional Project Design


                                  • Upward momentum                                                                             • Roll out
Town                                (after executive &
Meetings                            focus interview
                                    state)



                                                            Mobilisation is not just for the “Masses”.

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                  Proprietary to Gemini Consulting 03/19/12                                          - 38 -
RUNNING HEAD: 10 BOLD ALL A&D
MOBILISATION IN PROJECTS: CAPS

Judgement and timing are key when mobilising within an
A&D, but the rewards can be great
                                                             Benefits                                                           Caveats
  Board Executive                        • Eliminates:                                                  • Retain a number of 1:1 meetings with key clients to:
  Interviews (EI)                            –Many unnecessary hours of individual EIs and feedback         –Capture differences/dissent
                                             –Hours of analysis and panel smithing                          –Handle highly confidential information
                                         • Demonstrates how the Board work together                         –Build partner relationship with MD/KIs
                                         • Facilitates concensus:
                                             –Manages conflict
                                         • Builds tremendous springboard into:
                                             –Board updates
                                             –Board project design
                                         • Moves the Board on in their understanding of themselves
                                           and the Business
                                         • Develops total Board relationship necessary for Results
                                           Delivery transition
                                         • Develops consistent/sustainable Board trust


  Functional                             • Eliminates unnecessary hours of individual meetings to       • Retain a number of 1:1 meetings with key clients to:
                                           collect and feed back                                            –Capture differences/dissent
  Focus                                  • Captures whole department                                        –Handle highly confidential information
  Interviews (FI)                        • Depersonalises                                                   –Build partner relationships
                                         • “Educates” lower levels within Organisation
                                         • Lays foundation for Results Delivery co-operation


  Town Meetings                          • Groundswell/approval of need confirmed                       • Be clear on type and outputs of meeting
  During weeks 2–5                       • Data inputs to Study Design or Project Design                • Timing is vital to use outputs correctly
                                         • Starts expectation of communication

                                         • Updating mechanism
                                         • Roll-out mechanism
                                         • Launches format for wider data collection/problem-solving
  During weeks 5–8                         forums
                                         • Can be extended as a vehicle for workstream acceleration
                                           within RD (e.g. leaping from As-Is to To-Be)

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                      Proprietary to Gemini Consulting 03/19/12                                                  - 39 -
RUNNING HEAD: 10 BOLD ALL A&D
MOBILISATION IN PROJECTS: CAPS

At a retail client we directed the Board and mobilised the
masses
 MD & KI interview                       2 issues:
 1:1                                     • How to expand to Continent
                                         • How to destroy Retail Ops mafia
                                                                                                      27 ISSUES!!
                                                      • Issue identification:                        (all UK based)       We saw hidden issues:
                                                          –Background                                                     • Board weaknesses
                                                          –Themes                                                            –Lack of decision making
                                                          –Prioritisation vs Strategic Intent and                            –Lack of focus
                                                                                                                             –Unused to working together
                                                           Ops plan
                                                          –Current initiatives
                                                          –Reasons for failure
                                                                                                                            Board starts to recognise
                                                                                                      2 key issues:            own weaknesses
                                                                                                      • Strategy
                                                      • Business targets vs progress on               • LFL decline
                                                        current initiatives:
                                                          –Gap analysis                                        Board Updates
  Study Planning
                                                          –Study/next steps design
                                                                                                               •   Confirmation
                                                                                                               •   Sizing
  Study Findings                                                                                               •   Redirection
                                                                             Functional FIs                    •   Reprioritisation
                                                                                                                                                                   Creating Board
                                                                                                               •   Decision making
                                                                                                                                                                     confidence
                                                                             • Analysis                                                                            • Energise
                                                                             • Findings                                                                            • Legitimatizes

                                                                                                                           Board Project Design—using Metaplan
                                                  Town Meeting
                                                                                                                           (i) Preliminary design data
                                                  • Feedback                                                                     – Internal
                                                                                                                                 – External
                                                                                                                                 • [inter meeting detail design]
                                                                                                                           (ii) Ratification of Design and Targets
GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                           Proprietary to Gemini Consulting 03/19/12                                                       - 40 -
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION IN PROJECTS

Although we are still experimenting with what to use when,
we can outline some initial ideas
                                                           Possible use of mobilisation tools
            Task                                                                                            Change Agent/        Possible other tools
                                                Mobilisation Events               Town Meetings             Action Learning        also employed
                                                                                                                 Team
  • Develop                               • Develop intent/strategy          • Communicate                  • Evaluate and       • Analysis Teams to inject
    strategic intent                        with senior management             strategy/intent to the         implement new        data into
  • Develop                               • Gain commitment of                 whole company                  business             Events/structure and
    business                                senior/middle                                                     opportunities        further develop
    strategy                                management to the                                               • Develop intent       hypotheses and
                                            intent/strategy                                                                        recommendations
                                                                                                                                   discussed at Events
   • Identify best                        • Bring together                   • Communicate activity         • Codify Best        • Analysis Teams to
     practice                               practitioners to identify          around Best Practice           Practice              benchmark
                                            Best Practice                      and surface concerns         • Implement Best     • NWT to codify Best
                                          • Bring together                                                    Practice              Practice
                                            practitioners to                                                • Create new         • NWT to implement
                                            disseminate                                                       practices             Best Practice
  • Process                               • Generate As-Is                   • Communicate activity         • Construct As-Is    • NWT to construct As-Is
    improvement                           • Validate As-Is and                 around process               • Refine detail of   • NWT to refine To-Be
  • Process re-                             generate To-Be                     improvement/                   To-Be              • NWT to implement
    engineering                           • Validate refined                   re-engineering and           • Implement To-        To-Be
                                            To-Be                              surface concerns               Be                 • RATs to effect “Easy
                                                                                                                                   Wins”
  • Organisational                        • Different parts of the           • Communicate the              • Develop new        • Analysis Teams for
    redesign                                organisation work                  new organisation, the          teams, post the      sensitive
  • Organisational                          through the                        underlying rationale,          changes              organisational design/
    right-sizing                            implications of the                and surface concerns                                right-sizing To-Be
                                            new organisation                                                                     • NWTs to map As-Is

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                     Proprietary to Gemini Consulting 03/19/12                                          - 41 -
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION




Learning from Experience


•      Current experience is project based, and only a starting point:



              Client                                            Tools Used                            Key People

             Consumer                                      Mobilisation Events                       John Bateson      VMS 340 3503
             Electronics                                   Town Meetings                             Jayne Buxton          340 3196
                                                           Change Agents/Action                      Marc Coladon          441 2047
                                                           Learning Teams                            Gavin Fraser          340 3222
                                                                                                     Faith Gibson          340 3100
                                                                                                     Joanna Horsfall       340 3245
                                                                                                     Mark Harford          340 3235




             Retail                                        Mobilisation Events                       David Barrett         340 3182
                                                           Town Meetings                             Carrie Coombs         340 3205
                                                                                                     Peter Keuls           340 3262
                                                                                                     Mary Kennedy          340 3261
                                                                                                     Harry Steadman        340 3337

GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                     Proprietary to Gemini Consulting 03/19/12                        - 42 -
RUNNING HEAD: 10 BOLD ALL CAPS
MOBILISATION




Learning from Experience (cont.)

           Client                                               Tools Used                         Key People

          FMCG/Drinks                                      Action Learning Teams                   Peter Keuls     VMS 340 3262
                                                                                                   Faith Gibson        340 3100
                                                                                                   John Riker          340 3316
                                                                                                   Chris Tchen         340 3341

          Financial                                        Action Learning Teams                   Faith Gibson        340 3100
          Services                                         Mobilisation Events                     Peter Keuls         340 3262
                                                                                                   John Riker          340 3316
                                                                                                   Chris Tchen         340 3341

          Mobilisation in A&D’s                                                                                        Gavin
          Fraser               340 3222
                                                                                                   Didier Bonnet       340 3189




GDBP Guidelines—Discovery—Mobilisation & Client Leverage
                                                                     Proprietary to Gemini Consulting 03/19/12                    - 43 -

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  • 1. 10. Mobilisation and Client Leverage
  • 2. RUNNING HEAD: 10 BOLD ALL CAPS Section Objectives • Introduce the basic concepts of mobilisation and leverage. • Introduce the mobilisation building blocks and how they relate to more traditional practice approaches: – Mobilisation events. – Town meetings. – Change agents. – Action Learning Teams. • Suggest how mobilisation building blocks can be used on projects. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -2-
  • 3. RUNNING HEAD: MOBILISATION AND LEVERAGE OBJECTIVES OF 10 BOLD ALL CAPS Mobilisation and leverage interventions Objective of Mobilisation and How They Work Leverage Interventions • Generating involvement, ownership and buy-in. “Move an organisation towards a purpose while achieving • Creating momentum, energy, and focused action. • Leveraging consulting resource. • Leveraging organisation skills and knowledge. • Communicating widely and quickly. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -3-
  • 4. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION AND LEVERAGE IN RESULTS DELIVERY Three key components of change deliver lasting improvement in business performance “Improve” “Mobilise” “Sustain” • Identify opportunities to • Mobilise and leverage • Build the capability to improve performance, the appropriate parts sustain the changes and and implement changes of the organisation to continue to improve, e.g.: to achieve them, e.g.: support the changes – Business planning – Strategy processes – Process improvement – Key performance indicators – Process re-engineering – Management development – Cost reduction – Personal performance – Information Management management and development systems Mobilisation supports the changes needed to improve and sustain the business. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -4-
  • 5. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION AND LEVERAGE IN RESULTS DELIVERY What is the business case for mobilisation and leverage? • The primary benefit is as an enabler of sustainable change, not a deliverable in its own right: – A large amount of energy and emotion is released, which can be harnessed to drive the project forward. • Benefit derives from the deliverables for the project and workstreams: – Mobilisation can accelerate, giving a cash-flow impact. – Mobilisation can spread best practice, multiplying the effect. – Mobilisation involves and empowers, increasing support and lowering resistance to change. – Mobilisation provides context, and creates an alignment of activity with the organisational goals. – Mobilisation can touch sufficient people to get a critical mass of support. – Mobilisation can reframe thinking and create breakthrough solutions. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -5-
  • 6. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION AND LEVERAGE IN RESULTS DELIVERY Many longstanding Gemini approaches include elements of mobilisation and leverage • Most project designs include streams designed to: – Communicate effectively across the organisation: • Launch • Newsletter • Helpline • Suggestion scheme • Roadshows, etc. – Gain organisational buy-in and alignment: • Executive/top management off-sites • Workshops • “Coaching” (especially in change skills) • The typical project process includes: – Cross-functional team building/problem solving (NWTs, Joint Team). – Involvement/validation by those affected by change (Brown/White Paper Fairs). • Additionally, Gemini has strong process and facilitation skills. See also “Communications” section. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -6-
  • 7. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION AND LEVERAGE IN RESULTS DELIVERY However, these approaches can have limitations, if used in isolation Limitations of Approaches Benefits of Using With Used in Isolation Mobilisation Tools • Joint Team, NWT members and clients • Can reach many more people than touched are not always sufficient to before, helping to achieve critical mass. achieve critical mass. • Can touch other parts of the • Can get “boxed in” organisationally, organisation, broadening the working in one part of the business, transformation and awareness of reducing transformation impact. Gemini. • Communications streams often use • Powerfully engages people around the passive media, such as newsletters. change objectives. • Too slow! • Can cycle compress implementation. • Can generate only incremental, rather • Can be used to achieve radical change than framebreaking change. and stretch targets. The limitations are becoming more significant as our clients become bigger, more complex, and expect more consultant leverage. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -7-
  • 9. RUNNING HEAD: 10 BOLDBLOCKS MOBILISATION BUILDING ALL CAPS There are four basic mobilisation and leverage building blocks Building Block Description • Mobilisation Events • Large groups, usually cross-functional, multi-level—which have a role to play in, or are affected by, specific sets of changes in the way they do business. • Forums for large groups of employees, usually multi-level, to • Town Meetings address questions to, and get answers from, senior management concerning any aspect of the business: • Can be component parts of Mobilisation Events. • Action Learning Teams • Client teams, usually led by a Change Agent, which create opportunities for radically different ways of improving and behaving through a process of discovery. • Change Agents • Clients who are trained by Gemini to coach and deliver mobilisation and leverage interventions. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 -9-
  • 10. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS Mobilisation Events are not one-off, isolated occasions • They must have a clear purpose within the Project Design: – Clear objectives, e.g. generate To-Be process. – Clearly defined inputs, outputs and next steps e.g. NWTs, RATs, ATs. • The participant list should be driven by the objectives, but is usually: – Cross functional. – Large (400 is the largest so far). – Mixed levels. • The ground rules for behaviour model other Gemini interventions, including Town Meetings. • To reinforce commitment, they should always generate actions: – Fully-fledged workstreams. – Action Learning projects. – Personal action plans. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 10 -
  • 11. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS During successful Mobilisation Events, participants experience a predictable mindset change cycle Strong Overcome Positive obstacles to Engage change Mindset Create new Change frame Neutral Cycle Break current frame Strong Negative Intellectual • Prepare to • See business • Begin to accept validity • Explicitly raise and address suspend issues from a of new business personal and organizational Cycle obstacles to change normal new perspective perspective and goal set: prejudices/ global competition, shared • Define actions and be objective aspirations, leveraging workstreams; shift to line resources, winning manager ownership • Begin to feel change is within Emotional • Recognise • Feel demoralized/ • Begin to want to change, their grasp/first steps are existing angry about the but don’t know how; angry Cycle feelings as status quo that recipe not given clear legitimate • Feel need to change The design of the Event must ensure that participants are not at the emotional low when it finishes. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 11 -
  • 12. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS Mobilisation Events have been used to initiate actions and projects to fix the Product Creation Process • Example: Electronics Company Agenda (2 days) Evening • MD Welcome • Outside speaker: –Business Transformation Case Study • Attendees: (Plenary) Day 1 – Top 50 managers. • Introduction to Business Processes (Plenary) • Objectives: • Examples of PCP failures (Plenary) – Identify key breakdowns in Product • Idea generation for Development Creation and associated processes. Processes; As-Is mapping of marketing processes, and idea generation – Develop possible solutions to Product (small group work) Creation Process (PCP) problems. • Report back – Gain commitment to launch and support (Plenary) projects to fix PCP and related processes. • Prioritisation of PCP improvements (small group work) • Report back (Plenary) Morning 2 • Action planning (small group work) • Report back (Plenary) • Close GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 12 -
  • 13. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS The Event agenda must reflect the mindset change cycle Strong Overcome Positive obstacles to Engage change Create new frame Neutral Break current frame Strong Negative Introduction Small group Report Small group Report back Injection work to back to Typical Agenda: Background of data work to identify to whole refine whole ways forward group Scene setting solutions group • Each session needs to be clearly defined: – Objectives – Inputs – Outputs As a stream progresses, the low point in the cycle will not be so marked. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 13 -
  • 14. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS Properly planned, Mobilisation Events can create leverage • Events, although time consuming, can be time effective: – Usually can get more senior management time to work issues. – Gathers all key players together. – Forces pace in terms of decision-making. – Much more effective use of “part time” resource. – Emotional and intellectual energy can create breakthrough results. • Consultants can use Events to cycle compress and manage time: – Gains greater understanding and commitment faster. – An alternative to NWTs as an approach to managing streams of work: for example at a retail client: • 1 Consultant and 1 Joint Team member manage 3–5 streams. • Normal NWT approach might suggest 2–3 consultants and 5–7 Joint Team members. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 14 -
  • 15. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS Mobilisation Events can be organised as a vertical cascade down the organisation Example Event Description • Participants in one Event • Corporate and senior business managers lead the generate Corporate initiatives, set targets cascade and track progress. Events lower down, as • Senior business managers and middle appropriate management clarify implications of corporate initiatives, and generate projects to meet targets. CASCADE • Cross functional senior, middle and junior management use mobilisation Events as part of project architecture. • Analysis and data are carried from one session to another to build learning and capabilities. Town Meetings can be similarly used to cascade messages through an organisation rapidly. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 15 -
  • 16. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS There are some clear CSFs for Mobilisation Events • Clear objectives and required outputs from the Event. • Commitment and support from the owner of the Event. • Carefully prepared input (garbage in, garbage out): – May have taken weeks or even months: • Brown papers. • Focus interviews/executive interviews. • Other analysis. • Carefully design the agenda: – Clear objectives and outputs from each session. – Manage the mindset change cycle. – Actively involve all participants as much as possible: • Minimise the lecturing. – Vary the nature of the sessions to avoid boredom. • Sufficient facilitators and floating resources to cope with the unexpected. • Facilitators well briefed on the content and outputs for each session. • Good logistics management during the Event. • Clear, unambiguous RACI. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 16 -
  • 17. RUNNING HEAD: 10 BOLDBLOCKS: MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS Do not underestimate the resources needed for an Event • Manpower for: Preparation During the Event Follow-up • Event and venue logistics, • One facilitator per small • Debrief with the owner. including invitations. working group (typically 10–12 people). • Send out copies of the • Agenda design and output (if not done at the specification of session • One overall Event Event). outputs. facilitator. • Plan how commitments • Injections of data. • One floating facilitator per and action plans will be 7 or 8 small working followed up. • Facilitator training. groups. • Briefing the owner. • Secretarial/Mac resource. • Cost: – The cash cost will clearly vary depending on the scale of the Event, the location, and the sophistication. – The hidden cost is having a large number of managers out of the business for the duration, including travelling time. – Mobilisation events are now priced seperately on the Gemini pricing sheet. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 17 -
  • 18. RUNNING HEAD: 10 BOLDBLOCKS: TOWN MEETINGS MOBILISATION BUILDING ALL CAPS A successful Town Meeting requires careful planning and management • Preparation: – Coach senior management group about their role. – Plan how questions will be collected and asked. – Facilitator should understand the “big issues” that are likely to arise. – Manage invitation and venue logistics. • During the Town Meeting: – Manage the nature of the questions according to the emotional level of the meeting. – Senior management answer questions, not give lectures. – Senior management should take decisions, rather than just give information, if the decision demands. – Focus on the issues—not the emotions and personalities. – Check that questions have been answered satisfactorily. – Record all commitments and questions that are deferred for lack of information. • Follow-up: – Debrief senior management. – Distribute meeting summary and next steps. – Ensure outstanding questions are answered, and decisions implemented. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 18 -
  • 19. RUNNING HEAD: 10 BOLDBLOCKS: CHANGE AGENTS MOBILISATION BUILDING ALL CAPS Change Agents are the key to real leverage • Change Agents should be: – High fliers. – Well respected in the organisation. – Able to influence people. • Change Agents need training to deliver Mobilisation Events and Town Meetings, and lead Action Learning Teams: – Change Management skills. – Project design management skills. – Team building skills. • Change Agents need support: – Senior management mentors: • To guide the Change Agents. • To help them overcome obstacles. – Offline coaching: • Day-to-day project management issues. – Network of other Change Agents where possible. Change Agents also need a clear mandate from senior management if they are to be effective. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 19 -
  • 20. RUNNING HEAD: 10 BOLDBLOCKS: ACTION LEARNING TEAMS MOBILISATION BUILDING ALL CAPS Gemini needs to create the conditions for Action Learning Teams to succeed • Action Learning Teams are: – Usually led by Change Agents. – Usually part time. – Charged with solving a specific problem. – Temporary. • The CSFs are: – Charter requires a “Breakthrough”. – Change Agent selection and training. – Visible senior management support and commitment. – Explicit commitment of superiors to the time contract of team members for regular role and ALT role. – Mentoring role of senior managers with Change Agents. – Clear date for reporting back achievements to senior management. – Regular support, coaching and progress checking by Gemini/project office with Change Agents. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 20 -
  • 21. RUNNING HEAD: 10 BOLDBLOCKS: ACTION LEARNING TEAMS MOBILISATION BUILDING ALL CAPS Action Learning Teams are the highest form of leverage, both of the organisation and consultants • Action Learning Teams tend not to be as driven by established procedures or skills as a Gemini NWT or Analysis Team, but offer much more leverage. • Action Learning Teams provide the opportunity for invention and reflection, creating the environment for the client to develop breakthroughs in performance. • Medium learning NWT • Medium leverage • High control • Strong deliverables Analysis Team • Patchy learning Action • Low leverage Learning • High control Team • Very strong deliverables • High learning • High leverage • Low control: higher failure rate • Patchy deliverables High leverage models contrast strongly with other Gemini approaches in terms of the control that can be exercised. See also “Task-based Teams” section for other types of teams on projects. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 21 -
  • 22. RUNNING HEAD: 10 BOLDBLOCKS MOBILISATION BUILDING ALL CAPS Client expectations need to be very carefully managed when using mobilisation building blocks • Mobilisation Events are costly and high profile: – Clients need to understand why we are doing them and where they fit in, so that they can support or defend them. • Town meetings need careful preparation, time and personal investment from senior management – Higher potential return in mobilisation but higher related risk in managing process and outcomes. • Action Learning Teams are “high leverage, low control”: – Clients need to understand why we are doing them, and what to expect in terms of benefits and deliverables, compared with other consulting approaches. – Mobilisation benefits are primarily in terms of enhancing other outcomes and benefits: – Seldom directly quantifiable. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 22 -
  • 24. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION IN PROJECTS There are two different levels of mobilisation • Transformation mobilisation: Mobilise the entire organisation around the transformation. • Stream mobilisation: Mobilise the affected parts of the organisation around the stream: – This is appropriate in transformation and non-transformation projects. Mobilisation should never be a separate stream, but an integral part of the way we deliver projects. See also “Project Design” section. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 24 -
  • 25. RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION MOBILISATION IN PROJECTS: CAPS What does a mobilised organisation look like? • Vision and values are clear and understood. • Vision translated to every job—employees know how they contribute. • Individuals feel a sense of ownership of the company’s performance. • Forums exist for individuals at all levels to contribute to defining how the vision will be implemented. • Communication is fast and fluid and a by-product of involvement: – Understanding and knowledge are sources of competitive advantage for the organisation, not individuals. • Improvement initiatives are ambitions, focused top-down and driven bottom- up, and encounter little resistance (there are few surprises; the whole organisation is actively engaged). • Once a direction is chosen or decision is made, it moves fast: – Faster than competitors because of an aligned and committed workforce. Since Transformation requires a business to work with new paradigms, mobilisation needs to be part of the project design. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 25 -
  • 26. RUNNING HEAD: 10 BOLDBLOCKS; MOBILISATION EVENTS MOBILISATION BUILDING ALL CAPS Over time at the Electronics client, a model of horizontal cascades developed CII CII FUa(2) CII CII • PCP focus FU(3) FU(4) Change Agent Training • Train Change Agents for PCP projects Change Projects Management • Focus on Development Resource to Programme Allocation Process fix PCP Project facilitation OEM • Focus on quotation process Centurion • Allow priorities to be set Business Planning • Focus on strategic Centurion planning process CII • Review FU(5) achievements Analysis and data are carried from one session to another to build learning and capabilities. a. FU = follow up. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 26 -
  • 27. RUNNING HEAD: 10 BOLDBLOCKS MOBILISATION BUILDING ALL CAPS The mobilisation building blocks complement other Gemini technologies • Mobilisation Events can be combined with NWTs, RATs and Analysis Teams in many ways, e.g.: Process re-engineering Event NWT Event NWT • Launch • Generate To-Be • Review charter from As-Is • Initial idea generation Quick hit improvements Event RATs Event • Launch • Report back on • Identify quick hits achievement Develop strategic intent Event AT Event AT Event AT • Launch • Review • Develop • Review current initial outline strategy, findings strategic emerging issues options GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 27 -
  • 28. RUNNING HEAD: 10 BOLDBLOCKS MOBILISATION BUILDING ALL CAPS The mobilisation building blocks complement other Gemini technologies (cont.) • Facilitation skills are important for all the building blocks: – Mobilisation Events require challenging facilitation to deliver the outputs. – Good facilitation is key to the success of Town Meetings. – Change Agents need to be trained in facilitation. • PS/TB is equally a core requirement: – This is at the heart of the small group work sessions in Mobilisation Events. – Again, a core skill for Change Agents to use with their teams. • Joint Teams can be involved in preparing and running Mobilisation Events and Town Meetings. • Executive Steering Groups are just as relevant to managing the project when using mobilisation and leverage building blocks. • Client communications and newsletters are still necessary, reaching even larger audiences and informing them of the projects, progress and changes. See also “Client Communications” section. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 28 -
  • 29. RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION MOBILISATION IN PROJECTS: CAPS The initial mobilisation architecture should be developed at the Project Design stage • The data needed would usually be collected during the Scoping phase. • The project design should consider the three key dimensions: Improve Mobilise Sustain • The top clients should be involved as early as possible to create additional ownership and gather further insights: – The Transformation Map is a powerful tool for this. – Not every population should be targeted See also “Transformation Mapping” section. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 29 -
  • 30. RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION MOBILISATION IN PROJECTS: CAPS The mobilisation imperatives are the gap between the As-Is and the mobilised To-Be organisation Internal (Executive & Focus Interviews) External Benchmarks • Industry Including: • Their issues • Industry leaders • Skills • Technology trends • Who they admire • Customer trends • What do they think needs to be done? • Competitor actions • What are they doing? • Different geographic markets • What has been tried? • History: Background, training; mobilisation, initiatives, change programmes Organisation As-Is Organisation To-Be • Power imbalances • Power balances • Disconnected Mobilisation Imperatives • Connected GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 30 -
  • 31. RUNNING HEAD: 10 BOLD ALL TRANSFORMATION MOBILISATION MOBILISATION IN PROJECTS: CAPS The mobilisation architecture—the plan to move the organisation—can be developed based on the imperatives • Example: European Retailer (process took about 1 month) Organisation As-Is Mobilisation Imperatives Organisation To-Be • Partnership between Retail • CEO/Division divide Operations and Buying & • CEO/Divisional MD team Merchandising • Financial underperformance • Strong financial returns • Raise management competence • Buying and merchandising • World class retailer • Standards set and maintained in • Customer driven basic • Entrepreneurial culture • Empowered store managers • Respected management capability • Staff identify with divisions and corporate Mobilisation Architecture • Large (300 person) Events focused on store manager, with CEO, MDs and other executives present • Event for top 130 to develop the vision • Develop Executive Group (CEO & MDs) • Cross corporation management, store managers and sales staff development workshops • NWTs to engage middle management on supply chain and retail best practice GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 31 -
  • 32. RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION MOBILISATION IN PROJECTS: CAPS Mobilisation building blocks are valuable within individual streams too • The same three key dimensions are relevant to the stream design: Improve Mobilise Sustain • Mobilisation seeks to create shared ownership and momentum for problems and their solution through involvement. • The benefits can include: – Gain a critical mass of support for the change. – Reduce resistance to change. – Compress the time to implement change. – Leverage the organisation’s knowledge and experience. – Leverage the consulting resource. – Embed learning so efforts are sustaining. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 32 -
  • 33. RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION MOBILISATION IN PROJECTS: CAPS Small scale Mobilisation Events have been used to develop shared visions and business plans • Example: Chemicals Company (6 months): Understand How well are we What are our core What are the options Develop shared implications of performing? competences and for the business in vision corporate history improvement opportunities? the future? Launch initiatives Leadership and deploy Group Events: resources • Action Learning Team of high-potential middle managers supports leadership by preparing high-quality analyses, insights, and recommendations. • Action Learning Team members later used to lead projects to begin making the vision happen. • Example: Electronics Company (2 months): • Agree process • Review findings • Review draft • Agree restructuring • Review • Finalise • Surface initial • Raise issues restructuring plan plan Business Plan Business Plan concerns • Raise issues • Review analysis • Raise issues • Raise issues AT AT AT AT AT • Review of market, • Additional • Revise restructuring • Additional analysis • Revise customers, analysis plan • Product range Business Plan, competitors and • Develop draft • Analysis of new requirements add action costs restructuring markets, industry • Draft Business Plan plans plan trends GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 33 -
  • 34. RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION MOBILISATION IN PROJECTS: CAPS A combination of Analysis Team, mobilisation Events and coaching have been used to drive project workstreams from the Strategy and Operating Plan NWT Coached Operating CEO Plan Development NWT Project AT Board Present- Board Workstreams Review ation Review NWT NWT Strategy Development Operating Planning Operating Planning Event 1 Event 2 (50 people) (80 people) The Managing Director was very pleased with the level of commitment to the operating plan and project workstreams. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 34 -
  • 35. RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION MOBILISATION IN PROJECTS: CAPS A two day, 100-person Event kicked off five major streams, identified training needs, and highlighted the need to “just do” other things HR Kick-off Event Steering Group Management Capability 10–15 workshops for 25–40 people each Performance Mgmt NWT • All of these streams will use NWT Branch Mgr Dev NWT members from the Kick-off Event, and will use mobilisation tools to pilot cross-divisional processes in Sales Staff Dev NWT lead divisions • Led by 1 Gemini consultant and 1 joint team member TM Productivity NWT HR Change Skills Training Workshops for over Action Learning Team 100 HR professionals Action Learning Specific Action Plans Team • Equal opportunities • Cross-division job opportunities The kick-off Event was key to setting priorities and gaining commitment. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 35 -
  • 36. RUNNING HEAD: 10 BOLD ALL STREAM MOBILISATION MOBILISATION IN PROJECTS: CAPS Mobilisation Events were used to accelerate the implementation of performance planning and monitoring systems in a 7-division business • 60 people: – Mainly from divisions. – 20 positioned as NWT members. • Inputs: As-Is from A&D. • Outputs: Strawman To-Be. • Presentation to CEO and MDs at the end: – Builds. – Sign off. June July August September October NWT: Strategy Planning Process NWT: Key Performance Indicators NWT: Budget Process NWT: Capex NWT: Operating Planning Process To-Be refinement Resources: Achievements: • 60% Gemini consultant. • Compressed: – Budget cycle (6 months to 6 weeks). • 11/2 Joint Team members. – Capex cycle (9 weeks to 3 weeks). • Introduced: – Strategic and Operating planning processes. – Key Performance Indicators. • Reviewed first set of Operating Plans on 15 September. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 36 -
  • 37. RUNNING HEAD: 10 BOLD ALL A&D MOBILISATION IN PROJECTS: CAPS Mobilisation has been used in a number of A&D’s and is planned to take an increasingly prominent role in scoping transformation Typical time line (Weeks) 1–2 3–4 5–6 7–8 Phase • Introduction to Business • Sizing issue • Developing • Project start-up Elements • Clarifying issue • Creating insights way forward • Identifying • Earning right alignment/energy Board and functional focus interviews Mobilisation Top management team workshops Tool Mobilisation events Town meetings Mobilisation accelerates and deepens client buy-in and can compress the cycle time. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 37 -
  • 38. RUNNING HEAD: 10 BOLD ALL A&D MOBILISATION IN PROJECTS: CAPS At a retail client, it was key to consistently developing the Board, and took 4 not 6 weeks as a Scoping phase Time Line Week 1 Week 2 Week 3 Week 4 • Clarifying issue • Sizing • Developing way • Project start up Phase issue/creating forward Elements insights EI Board Board updates Board Project Design ESG Group ATs Work RATs NWTs FI Departmental [Some diagnostics] Functional Project Design • Upward momentum • Roll out Town (after executive & Meetings focus interview state) Mobilisation is not just for the “Masses”. GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 38 -
  • 39. RUNNING HEAD: 10 BOLD ALL A&D MOBILISATION IN PROJECTS: CAPS Judgement and timing are key when mobilising within an A&D, but the rewards can be great Benefits Caveats Board Executive • Eliminates: • Retain a number of 1:1 meetings with key clients to: Interviews (EI) –Many unnecessary hours of individual EIs and feedback –Capture differences/dissent –Hours of analysis and panel smithing –Handle highly confidential information • Demonstrates how the Board work together –Build partner relationship with MD/KIs • Facilitates concensus: –Manages conflict • Builds tremendous springboard into: –Board updates –Board project design • Moves the Board on in their understanding of themselves and the Business • Develops total Board relationship necessary for Results Delivery transition • Develops consistent/sustainable Board trust Functional • Eliminates unnecessary hours of individual meetings to • Retain a number of 1:1 meetings with key clients to: collect and feed back –Capture differences/dissent Focus • Captures whole department –Handle highly confidential information Interviews (FI) • Depersonalises –Build partner relationships • “Educates” lower levels within Organisation • Lays foundation for Results Delivery co-operation Town Meetings • Groundswell/approval of need confirmed • Be clear on type and outputs of meeting During weeks 2–5 • Data inputs to Study Design or Project Design • Timing is vital to use outputs correctly • Starts expectation of communication • Updating mechanism • Roll-out mechanism • Launches format for wider data collection/problem-solving During weeks 5–8 forums • Can be extended as a vehicle for workstream acceleration within RD (e.g. leaping from As-Is to To-Be) GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 39 -
  • 40. RUNNING HEAD: 10 BOLD ALL A&D MOBILISATION IN PROJECTS: CAPS At a retail client we directed the Board and mobilised the masses MD & KI interview 2 issues: 1:1 • How to expand to Continent • How to destroy Retail Ops mafia 27 ISSUES!! • Issue identification: (all UK based) We saw hidden issues: –Background • Board weaknesses –Themes –Lack of decision making –Prioritisation vs Strategic Intent and –Lack of focus –Unused to working together Ops plan –Current initiatives –Reasons for failure Board starts to recognise 2 key issues: own weaknesses • Strategy • Business targets vs progress on • LFL decline current initiatives: –Gap analysis Board Updates Study Planning –Study/next steps design • Confirmation • Sizing Study Findings • Redirection Functional FIs • Reprioritisation Creating Board • Decision making confidence • Analysis • Energise • Findings • Legitimatizes Board Project Design—using Metaplan Town Meeting (i) Preliminary design data • Feedback – Internal – External • [inter meeting detail design] (ii) Ratification of Design and Targets GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 40 -
  • 41. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION IN PROJECTS Although we are still experimenting with what to use when, we can outline some initial ideas Possible use of mobilisation tools Task Change Agent/ Possible other tools Mobilisation Events Town Meetings Action Learning also employed Team • Develop • Develop intent/strategy • Communicate • Evaluate and • Analysis Teams to inject strategic intent with senior management strategy/intent to the implement new data into • Develop • Gain commitment of whole company business Events/structure and business senior/middle opportunities further develop strategy management to the • Develop intent hypotheses and intent/strategy recommendations discussed at Events • Identify best • Bring together • Communicate activity • Codify Best • Analysis Teams to practice practitioners to identify around Best Practice Practice benchmark Best Practice and surface concerns • Implement Best • NWT to codify Best • Bring together Practice Practice practitioners to • Create new • NWT to implement disseminate practices Best Practice • Process • Generate As-Is • Communicate activity • Construct As-Is • NWT to construct As-Is improvement • Validate As-Is and around process • Refine detail of • NWT to refine To-Be • Process re- generate To-Be improvement/ To-Be • NWT to implement engineering • Validate refined re-engineering and • Implement To- To-Be To-Be surface concerns Be • RATs to effect “Easy Wins” • Organisational • Different parts of the • Communicate the • Develop new • Analysis Teams for redesign organisation work new organisation, the teams, post the sensitive • Organisational through the underlying rationale, changes organisational design/ right-sizing implications of the and surface concerns right-sizing To-Be new organisation • NWTs to map As-Is GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 41 -
  • 42. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION Learning from Experience • Current experience is project based, and only a starting point: Client Tools Used Key People Consumer Mobilisation Events John Bateson VMS 340 3503 Electronics Town Meetings Jayne Buxton 340 3196 Change Agents/Action Marc Coladon 441 2047 Learning Teams Gavin Fraser 340 3222 Faith Gibson 340 3100 Joanna Horsfall 340 3245 Mark Harford 340 3235 Retail Mobilisation Events David Barrett 340 3182 Town Meetings Carrie Coombs 340 3205 Peter Keuls 340 3262 Mary Kennedy 340 3261 Harry Steadman 340 3337 GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 42 -
  • 43. RUNNING HEAD: 10 BOLD ALL CAPS MOBILISATION Learning from Experience (cont.) Client Tools Used Key People FMCG/Drinks Action Learning Teams Peter Keuls VMS 340 3262 Faith Gibson 340 3100 John Riker 340 3316 Chris Tchen 340 3341 Financial Action Learning Teams Faith Gibson 340 3100 Services Mobilisation Events Peter Keuls 340 3262 John Riker 340 3316 Chris Tchen 340 3341 Mobilisation in A&D’s Gavin Fraser 340 3222 Didier Bonnet 340 3189 GDBP Guidelines—Discovery—Mobilisation & Client Leverage Proprietary to Gemini Consulting 03/19/12 - 43 -