AIIM16 presentation by: Hubert Dorsainvil, Director Litigation Support & Records Management, A+E Networks and Gretchen Nadasky, Manager, Optimality Advisors.

1. The
E3
Method
for
Collabora1on:
Engagement,
Expecta1on,
and
Enthusiasm
Hubert
Dorsainvil,
Director
Li1ga1on
Support
and
Records
Management,
A+E
Networks
Gretchen
Nadasky,
Manager,
Informa1on
Management,
Op1mity
Advisors
©Gretchen
Nadasky

2. Team
E3
Gretchen
Nadasky,
Manager
Op1mity
Advisors
Informa1on
Management
Prac1ce
Hubert
Dorsainvil,
Director
Li1ga1on
Support
and
Records
Management,
A+E
Networks
©Gretchen
Nadasky

3. Collabora1on
vs.
Par1cipa1on
Collabora1on
means
giving
and
receiving
of
knowledge,
resources,
and
influence
SHARE
KNOWLEDGE
• Build
collec1ve
intelligence
• Move
the
process
forward
through
ins1tu1onal
experience
• Iden1fy
the
right
people
OFFER
RESOURCES
• Allocate
1me,
money,
and
talent
• Commits
to
deliverables
and
advocacy
USE
INFLUENCE
• Engage
others
in
the
ini1a1ve
• Share
power
to
execute
on
plans
©Gretchen
Nadasky

4. The
E3
Method
to
Build
Collabora1on
Step
1
–
Iden+fy
the
Scenario
Step
2
–
Make
A
Plan
Using
E3
Step
3
–
Deploy
IDEA
Tac+cs
to
Achieve
Goals
Pain
Principle,
Barn
Door,
Elements
of
Fire
Engagement,
Expecta+ons,
Enthusiasm
Iden+fy,
Develop,
Elicit,
Align
Collabora+on
©Gretchen
Nadasky

5. Step
1
–
Iden1fy
the
Scenario
Collabora+on
Collabora+on
Pain
Principle
Barn
Door
Elements
of
Fire
Typical
scenarios
requiring
collabora+on
©Gretchen
Nadasky

6. The
Pain
Principle
Scenario
The
problem
is
visible
but
no
one
wants
to
fix
it
©Gretchen
Nadasky

7. Recognizing
the
Pain
Principle
Scenario
The
problem
is
visible
but
no
one
wants
to
fix
it
1. The
problem
is
acknowledged
and
accepted
“That
is
the
way
we
have
always
done
it”
“It’s
ok
for
now”
“We
have
bigger
fish
to
fry”
“It
makes
no
sense…but
I
just
work
here”
2. There
are
widespread
work-­‐arounds
3. People
literally
refuse
to
talk
about
it
There
is
a
lack
of
engagement
©Gretchen
Nadasky

8. The
Barn
Door
Scenario
Something
bad
has
happened
and
needs
to
be
fixed
©Gretchen
Nadasky

9. Recognizing
the
Barn
Door
Scenario
There
are
nega1ve
expecta1ons
Something
bad
has
happened
and
needs
to
be
fixed
1. There
is
concern
or
panic
around
the
problem
“This
is
a
disaster!”
“We
will
never
be
able
to
fix
it/recover”
“It
is
all
because
of
that
other
group”
“This
is
a
game-­‐changer-­‐let’s
reverse
course”
2. There
are
widespread
rumors
3. People
talk
about
it
behind
closed
doors
©Gretchen
Nadasky

10. The
Elements
of
Fire
Scenario
The
situa1on
is
not
well-­‐understood
by
the
group
©Gretchen
Nadasky

11. Recognizing
the
Elements
of
Fire
Scenario
Few
people
are
enthusias1c
1. There
is
a
lack
of
understanding
of
the
problem
“That’s
not
a
problem”
“Nothing
bad
has
happened
yet”
“I
don’t
see
what
you
are
so
worried
about”
“That
doesn’t
have
anything
to
do
with
me”
2. There
is
widespread
disbelief
3. People
aren’t
interested
in
talking
about
it
The
situa1on
is
not
well-­‐understood
by
the
group
©Gretchen
Nadasky

12. Step
2
–
Make
a
Plan
Using
E3
Engagement
Expecta+ons
Enthusiasm
Collabora+on
©Gretchen
Nadasky

13. Step
2
–
Address
the
Scenario
with
E3
Methods
SCENARIO
SITUATION
E3METHOD
Pain
Principle
Lack
of
engagement
with
the
problem
and
no
support
for
a
solu1on
Engagement
Barn
Door
Nega1ve
expecta1ons
and
inability
to
focus
on
a
solu1on
Expecta1on
Elements
of
Fire
Knowledge
about
the
problem
that
makes
you
enthusias1c
to
solve
it
isn’t
shared
or
understood
Enthusiasm
©Gretchen
Nadasky

14. Engagement
–
Pain
Principle
Scenario
Build
a
network
BUILD
ENGAGEMENT
Proac1vely
bring
people
together
to
enlist
support
©Gretchen
Nadasky

15. Expecta1ons
–
Barn
Door
Scenario
Quan1fy
the
situa1on
SET
EXPECTATIONS
Show
the
value
of
the
project
with
metrics
©Gretchen
Nadasky

16. Enthusiasm
–
Elements
of
Fire
Scenario
Communicate
with
passion
COMMUNICATE
WITH
ENTHUSIASM
Cra_
a
strong
message
and
repeat
it
with
energy
©Gretchen
Nadasky

17. Step
3
–
Deploy
IDEA
Tac1cs
to
Achieve
Goals
Iden+fy
Develop
Elicit
Align
Collabora+on
©Gretchen
Nadasky

18. Engagement
–
Pain
Principle
Scenario
The
problem
is
visible
but
no
one
wants
to
fix
it
ENGAGEMENT
EXECUTION
–
BUILD
A
NETWORK
Iden+fy
Iden1fy
stakeholders
that
will
benefit
from
the
collabora1on
Develop
Develop
a
broader
group
to
support
the
collabora1on
Elicit
Elicit
feedback
and
personal
introduc1ons
to
build
the
network
Align
Align
people
with
similar
needs
©Gretchen
Nadasky

19. Expecta1ons
–
Barn
Door
Scenario
Something
bad
has
happened
and
needs
to
be
fixed
EXPECTATION
EXECUTION
–
QUANTIFY
RISKS
AND
SOLUTIONS
Iden+fy
Iden1fy
processes
that
can
be
measured
Develop
Develop
metrics
that
will
demonstrate
the
success
of
the
collabora1on
Elicit
Elicit
individual
values
to
make
the
benefit
of
collabora1on
personal
Align
Align
collabora1ve
ac1vi1es
with
measurable
outcomes
©Gretchen
Nadasky

20. Enthusiasm
–
Elements
of
Fire
Scenario
The
situa1on
is
not
well-­‐understood
by
the
group
ENTHUSIASM
EXECUTION
–
BUILD
A
NETWORK
Iden+fy
Key
themes
and
trends
of
interest
Develop
Develop
message
that
is
repeatable
Elicit
Elicit
excitement
by
personalizing
the
message
Align
Align
goals,
values,
and
message
©Gretchen
Nadasky

21. The
E3
Method
Summary
Use
these
strategies
in
combina1on
–
and
don’t
give
up!
Scenario
E3
Approach
Tac1c
IDEA
Execu1on
Pain
Principle
–
The
problem
is
visible,
no
one
wants
to
fix
it
Engagement
Build
a
community
• Iden1fy
stakeholders
• Develop
a
broader
group
• Elicit
feedback
and
personal
introduc1ons
• Align
goals
Barn
Door
–
Something
bad
has
happened
and
needs
to
be
fixed
Expecta1on
Quan1fy
the
situa1on
• Iden1fy
processes
that
can
be
measured
• Develop
metrics
that
will
demonstrate
• Elicit
personal
values
• Align
goals
to
build
rela1onships
Elements
of
Fire
–
The
situa1on
is
not
well-­‐understood
by
the
group
Enthusiasm
Communicate
with
passion
• Iden1fy
key
themes
and
trends
of
interest
• Develop
repeatable
message
• Elicit
excitement
by
personalizing
message
• Align
goals,
values
and
message
©Gretchen
Nadasky

22. Gretchen
Nadasky
–
Op1mity
Advisors
Gretchen.Nadasky@op1mityadvisors.com
Hubie
Dorsainvil
–
A+E
Networks
Hubert.Dorsainvil@aenetworks.com
©Gretchen
Nadasky

23. Thank
you!
We
are
happy
to
answer
your
ques1ons
©Gretchen
Nadasky