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Managing Stakeholders :
Beyond Methodology
Conference on Business Process Improvement and Transformation

A presentation by ;

Jamilah Haron
Lean Six Sigma Master Black Belt
jamilah.haron@gmail.com
21st March 2012
Highlights of Presentation
• An overview of basic model for change
• A refresher on skills of leaders / project managers
• Stakeholder and Basic Stakeholder Management Tools
• Managing upward : Building rapport and “Inside-Out” approach

• Managing downward : Communication Approach with the mass
A Change Management Model

QxA=E
Change Initiative

Source :
http://web02.corporate.ge.com/crotonville/catalog/wocapinf.htm
Refresher : Skill Set
Some key skills and characteristics

• A planner, be conscious of the milestone and yet
able to execute well.
• Follow up and follow through.

• Flexible : Open eyes and ears for feedback .
• Fine tuning some of the approach as necessary.

Getting a job done : 20% intelligence, 80% emotional
Basic Stake Holder Analysis Tools
Who are Stakeholders ?

• People who are affected by our work, who have influence or power over it,
or have an interest in its successful or unsuccessful conclusion
Stakeholders Analysis
• Identify key people who have to be won over
Why?

• The opinions of the most powerful stakeholders will shape our projects at
an early stage.
• Gaining support from powerful stakeholders can help us win more
resources
• To be able to anticipate what people's reaction to our project may be, and
build into our plan the actions that will win people's support
Stakeholders Mapping - Prioritize , How to Treat Them

• Monitor
• Do not bore
them with
excessive
communication

•Keep these people
adequately
informed
• Talk to them to
ensure that no
major issues are
arising.

• Put enough work
in with these
people to keep
them satisfied

• People we must
fully engage
• Make the greatest
efforts to satisfy
Understanding Stakeholders
Blockers or Critics, or Advocates and Supporters ?
• Communicate !
What financial or emotional interest do they have in the outcome of our work?
How to fulfil their needs ? What information do they want ?
• Observe ! What motivates them most of all?
Who else might be influenced by their opinions?
Do these people become stakeholders in their own right?
• Preferred communication mode :
How do they want to receive information from us?
What is the best way of communicating our message to them?
• Perception : What is their current opinion of our work?
Is it based on good information?
• Strategize !
If they are not likely to be positive, what will win them around to support your project?
Stakeholder Analysis for Change

Names

Strongly
Against (-2)

Moderately
Against (-1)

Neutral (0)

Strongly
Moderately
Supportive (+1) Supportive (+2)

X

ABC

X

DEF

X

GHI

Action Steps
• Initial Benefits
presentation
• Invite as
Projects reviewer

Seek favor of his
favorite manager

JKL
MNO

X

PQR
STU

X

VWY
Current

X

Desired

• Initial Benefits
presentation
• Invite as
Projects reviewer
•Head to Head
invitation
•Fortnightly update
Managing Upward :
Building Rapport
Face to face communication is the best
One on one interaction with stakeholders : Building rapport

• What is Rapport :
Expressing from the heart, sending the message “we are alike”.

• Careful that 70& of communication is through non verbal.
Managing Upward :
“Inside-Out Approach” of
Managing Stakeholders
Getting to know Stakeholders Personality style
• This approach is recommended considering stakeholders are individuals
with various personality and preferences.

• This approach requires change agents to be mature and concerned on developing
long-term professional relationships on top of driving transformation results.
Example of Inside-Out approach : Thinking Preference
• This is an example of using thinking preference to understand ourselves and
others. Such understanding will help us tailor our communication approach.
Thinking
Preference :
Analyze

Thinking
Preference :
Strategize

How to
communicate :
Facts, figures

How to
communicate :
Overview, vision,
new ideas

Thinking
Preference :
Organize

Thinking
Preference :
Personalize

How to
communicate :
Systematic,
methodical,
details

How to
communicate :
People-related
issues, feelings

Source :
Hermann Brain Dominance Instrument
Cluster at Each Quadrants and Preferred Tasks
• Effort and observations in understanding stakeholders preferences enables better overview of
stakeholder’s personality or preferred style
• Change agents are able to adopt suitable communication style for greater impact in buy-in
process.

Source :
Hermann Brain Dominance Instrument
Others Commonly Used Personality Assessment Models

• Myer Briggs Temperament Indicator
(Attitude, Perceiving, Judging, Life style)
• Keirsey Temperament Sorter
(Guardians, Idealists, Artisans, Rationals)
• Big Five Profile
(Openness , Conscientiousness, Extroversion, Agreeableness, Neuroticism)
• These models just shows tendency/preferences. Our preference will change over time as
influenced by our surroundings.
• Regardless of models, change agents will benefits in understanding any of them as it will
help in building rapport with stake holders
Managing Downward:
Communication Approach
Reaching the mass
• People must feel they are being heard, and they have an avenue to voice
their views. (Even if we know they end up not asking any questions.)
• A recommended approach is “town hall”. This could be a bi-monthly event
with key people giving update of the change.

• Chance for people to ask questions boldly.
• This is where we discover influencers.
Varying the approach
• Consistent communication in various format.
• Strongly recommended to have a communication personin-charge in the project team.







Intranet
Weekly Communication
Visits
Electronic newsletter
Events (Launch, town hall)
Customizing the approach

• Alternatively we can meet people in small group so that
the “shy type” can be discovered and heard.
• “Teh tarik session”, “sandwich session”..one group after
another.
Key Take Away

• Getting a job done : 20% intelligence, 80% emotional
• Managing Stakeholder is essentially required at every phase of Change
• Understanding stakeholder preferences helps build rapport and facilitate
the buy-in process

• Communication is key in maximizing acceptance to the changes that we
introduced.
References

Kotter, John P, . Leading Change : Why Transformation Efforts Fail, Harvard Business
Review, Jan 2007
http://hbr.org/2007/01/leading-change-why-transformation-efforts-fail/ar/1
Miles, Robert H, . Accelerating Corporate Transformations, Harvard Business Review
http://hbr.org/2010/01/accelerating-corporate-transformations-dont-lose-your-nerve/ar/1

Thompson, Rachel , Stakeholder Analysis
http://www.mindtools.com/pages/article/newPPM_07.htm

http://projectmanagementtraininghull.webs.com/

http://www.dilbert.com/

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Beyond methodology managing stakeholders

  • 1. Managing Stakeholders : Beyond Methodology Conference on Business Process Improvement and Transformation A presentation by ; Jamilah Haron Lean Six Sigma Master Black Belt jamilah.haron@gmail.com 21st March 2012
  • 2. Highlights of Presentation • An overview of basic model for change • A refresher on skills of leaders / project managers • Stakeholder and Basic Stakeholder Management Tools • Managing upward : Building rapport and “Inside-Out” approach • Managing downward : Communication Approach with the mass
  • 3. A Change Management Model QxA=E Change Initiative Source : http://web02.corporate.ge.com/crotonville/catalog/wocapinf.htm
  • 5. Some key skills and characteristics • A planner, be conscious of the milestone and yet able to execute well. • Follow up and follow through. • Flexible : Open eyes and ears for feedback . • Fine tuning some of the approach as necessary. Getting a job done : 20% intelligence, 80% emotional
  • 6. Basic Stake Holder Analysis Tools
  • 7. Who are Stakeholders ? • People who are affected by our work, who have influence or power over it, or have an interest in its successful or unsuccessful conclusion
  • 8. Stakeholders Analysis • Identify key people who have to be won over Why? • The opinions of the most powerful stakeholders will shape our projects at an early stage. • Gaining support from powerful stakeholders can help us win more resources • To be able to anticipate what people's reaction to our project may be, and build into our plan the actions that will win people's support
  • 9. Stakeholders Mapping - Prioritize , How to Treat Them • Monitor • Do not bore them with excessive communication •Keep these people adequately informed • Talk to them to ensure that no major issues are arising. • Put enough work in with these people to keep them satisfied • People we must fully engage • Make the greatest efforts to satisfy
  • 10. Understanding Stakeholders Blockers or Critics, or Advocates and Supporters ? • Communicate ! What financial or emotional interest do they have in the outcome of our work? How to fulfil their needs ? What information do they want ? • Observe ! What motivates them most of all? Who else might be influenced by their opinions? Do these people become stakeholders in their own right? • Preferred communication mode : How do they want to receive information from us? What is the best way of communicating our message to them? • Perception : What is their current opinion of our work? Is it based on good information? • Strategize ! If they are not likely to be positive, what will win them around to support your project?
  • 11. Stakeholder Analysis for Change Names Strongly Against (-2) Moderately Against (-1) Neutral (0) Strongly Moderately Supportive (+1) Supportive (+2) X ABC X DEF X GHI Action Steps • Initial Benefits presentation • Invite as Projects reviewer Seek favor of his favorite manager JKL MNO X PQR STU X VWY Current X Desired • Initial Benefits presentation • Invite as Projects reviewer •Head to Head invitation •Fortnightly update
  • 13. Face to face communication is the best
  • 14. One on one interaction with stakeholders : Building rapport • What is Rapport : Expressing from the heart, sending the message “we are alike”. • Careful that 70& of communication is through non verbal.
  • 15. Managing Upward : “Inside-Out Approach” of Managing Stakeholders
  • 16. Getting to know Stakeholders Personality style • This approach is recommended considering stakeholders are individuals with various personality and preferences. • This approach requires change agents to be mature and concerned on developing long-term professional relationships on top of driving transformation results.
  • 17. Example of Inside-Out approach : Thinking Preference • This is an example of using thinking preference to understand ourselves and others. Such understanding will help us tailor our communication approach. Thinking Preference : Analyze Thinking Preference : Strategize How to communicate : Facts, figures How to communicate : Overview, vision, new ideas Thinking Preference : Organize Thinking Preference : Personalize How to communicate : Systematic, methodical, details How to communicate : People-related issues, feelings Source : Hermann Brain Dominance Instrument
  • 18. Cluster at Each Quadrants and Preferred Tasks • Effort and observations in understanding stakeholders preferences enables better overview of stakeholder’s personality or preferred style • Change agents are able to adopt suitable communication style for greater impact in buy-in process. Source : Hermann Brain Dominance Instrument
  • 19. Others Commonly Used Personality Assessment Models • Myer Briggs Temperament Indicator (Attitude, Perceiving, Judging, Life style) • Keirsey Temperament Sorter (Guardians, Idealists, Artisans, Rationals) • Big Five Profile (Openness , Conscientiousness, Extroversion, Agreeableness, Neuroticism) • These models just shows tendency/preferences. Our preference will change over time as influenced by our surroundings. • Regardless of models, change agents will benefits in understanding any of them as it will help in building rapport with stake holders
  • 21. Reaching the mass • People must feel they are being heard, and they have an avenue to voice their views. (Even if we know they end up not asking any questions.) • A recommended approach is “town hall”. This could be a bi-monthly event with key people giving update of the change. • Chance for people to ask questions boldly. • This is where we discover influencers.
  • 22. Varying the approach • Consistent communication in various format. • Strongly recommended to have a communication personin-charge in the project team.      Intranet Weekly Communication Visits Electronic newsletter Events (Launch, town hall)
  • 23. Customizing the approach • Alternatively we can meet people in small group so that the “shy type” can be discovered and heard. • “Teh tarik session”, “sandwich session”..one group after another.
  • 24. Key Take Away • Getting a job done : 20% intelligence, 80% emotional • Managing Stakeholder is essentially required at every phase of Change • Understanding stakeholder preferences helps build rapport and facilitate the buy-in process • Communication is key in maximizing acceptance to the changes that we introduced.
  • 25. References Kotter, John P, . Leading Change : Why Transformation Efforts Fail, Harvard Business Review, Jan 2007 http://hbr.org/2007/01/leading-change-why-transformation-efforts-fail/ar/1 Miles, Robert H, . Accelerating Corporate Transformations, Harvard Business Review http://hbr.org/2010/01/accelerating-corporate-transformations-dont-lose-your-nerve/ar/1 Thompson, Rachel , Stakeholder Analysis http://www.mindtools.com/pages/article/newPPM_07.htm http://projectmanagementtraininghull.webs.com/ http://www.dilbert.com/