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MANAGING STAKEHOLDERS AS A CRITICAL SUCCESS FACTORS IN ACHIEVING OPERATIONAL EXCELLENCE 
A Presentation by : 
Jamilah Haron 
Continuous Improvement Coach 
jamilah.haron@gmail.com 
6th Asia Lean Six Sigma Summit 
17th September 2014 
Sunway Pyramid Convention Center
HIGHLIGHTS OF PRESENTATION 
Who are Stakeholders 
Managing Stakeholders Expectations 
Seven Prevention Steps to prevent mis-alignment 
Basic Tools in Stakeholder Management 
“Inside-Out Approach” of Stakeholder Management 
 Communication Approach
Who are Stakeholders
THE SOFT PART OF CHANGE INITIATIVES 
R = Q x A 
RESULTS 
 Managing Stakeholders 
 Leadership, coaching 
 Change Management 
 Data, methodology 
 Sustenance strategy 
 IT support 
 __________ 
 __________ 
Results 
Quality 
Acceptance
WHO ARE STAKEHOLDERS ? 
• Stakeholders can MAKE or BREAK the change efforts 
• People who are ; 
Affected by the change 
Have influence or power over it 
Have an interest in final outcome 
Formal stakeholders are captured in Project Plan
REMINDERS ON STAKEHOLDERS 
•Not every one is a Stakeholder. 
Stakeholders are “WHO YOU ANSWER TO” 
•Typically have multiple priorities, handling tasks, meetings. 
So they RELY on change agents/project managers to keep things documented ,managed and delivered. 
•They have many things going on – they could get things confused. May make statements that are out of date if they are not updated regularly
CUES … WE ARE NOT MEETING EXPECTATIONS 
Means , somewhere there’s misalignment and needs to be addressed . Watch these language… 
I thought 
He / She said 
“She said we are supposed to get IT to do it” 
“I thought that this project was delivered last month” 
This never works 
_______ never delivers 
“IT never delivers”
PREVENTION STEPS - AVOID MISALIGNMENT WITH STAKEHOLDERS
SEVEN PREVENTION STEPS 
•Document Stakeholders in Charter or Project Plan 
•Know your Stakeholders, their concerns, their assumptions, what they value the most. They are the owners, the fund the project, and they are decision makers. 
• Inform your team – not only inform tasks but who they are working for, things that are important 
Name 
Role in the Project 
Function/Department
•Set up the PROCESS / governance . How is the feedback process, how is decision made and communicated. 
•Provide status regularly, up-to-date status, in appropriate format 
•Senior management requires high level overview 
•E.g Council, Change Management Exco, Reengineering Committee 
•Team members need more details 
SEVEN PREVENTION STEPS (CONTINUED)
•Touch base regularly , keep constant contact. 
•Ask questions : “Are we meeting expectations?” to know their concerns and avoid surprises in management meeting 
•“Elevator speech” / quick impromptu verbal update 
•Constantly dispel assumptions, mis statements and myths . 
•Townhall meetings 
•“All-hands” meeting 
SEVEN PREVENTION STEPS (CONTINUED)
Basic Tools in Stakeholder Management
Key Question to Identify Stakeholders 
Names and/or Groups 
INFLUENCE 
SUPPORT 
Note: Determine the level of influence for each name or group. 
Note: Determine the level of support for each name or group. 
High 
Medium 
Low 
Strong Supporter 
Indifferent : 
On the Fence 
Unconvinced 
Who must give approval on any changes to the process? 
Who participates in this process? 
Who provides input into the process? 
Who is the ultimate user of the process ? 
Who else is impacted (e.g., implements the changes to the process)? 
STAKEHOLDERS PLANNING TOOL 
Identify stakeholders through series of questions below,.Then as a team, gauge their influence and support level.
STAKEHOLDER ANALYSIS TOOL
TOOL TO ASSESS SUPPORT LEVEL 
Names 
Strongly 
Against (-2) 
Moderately Against (-1) 
Neutral (0) 
Moderately Supportive (+1) 
Strongly 
Supportive 
(+2) 
X 
X 
X 
X 
Mr B 
Mr Y 
Mdm K 
Mrs W 
Possible 
Action Steps 
X 
Current 
Desired 
•Head to Head invitation (top-down) 
• Include in Fortnightly update 
• Initial Benefits presentation 
• Invite him as Projects reviewer in Exco/Council 
Get buy-in through the favor of his favorite manager. The Manager explained it to him 
• Initial Benefits presentation 
• Invite as Projects reviewer 
Completed effort 
X 
To be done/ in progress
STAKEHOLDER MAPPING TOOL 
• People we must fully engage 
• Make the greatest efforts to satisfy them 
• Put enough work in with these people to keep them satisfied 
•Keep these people adequately informed 
• Talk to them to ensure that no major issues are arising. 
Do not bore them with excessive communication 
Low 
POWER 
High 
LEVEL OF INTEREST 
Low 
High 
KEY PLAYERS 
KEEP INFORMED 
MINIMAL EFFORT 
KEEP SATISFIED 
INTEREST IN PROJECT VS. POWER 
Identify stakeholders, map their interest and power, apply communication strategy according to where they are in the grid below :
HANDLING HIGH POWER, HIGH INFLUENCE 
What if they are not likely to be positive, 
what will win them around to 
support our initiatives/proposal ? 
•Align the initiative to the stakeholders “burning platform” 
•We propose Cost savings efforts vs He wants Revenue Generation 
•We propose Customer Satisfaction focus vs He wants Internal Efficiency 
•We Phase-by-phase approach vs he wants Big-Impact Initiatives 
•We propose with jargons like FMEA, SPC, DOE : He feels intimidated 
•Re-align scope to towards bigger forecast benefits
“Inside-Out Approach” of Managing Stakeholders : 
Know the Style
GET TO KNOW STAKEHOLDERS IN PERSON 
• This approach is recommended considering stakeholders are individuals with various personality and preferences. 
• This approach requires change agents to be mature 
• Have a concern on developing long-term professional relationships on top of driving results.
UNDERSTANDING THINKING PREFERENCE 
Thinking Preference : Analyze 
How to communicate : 
Facts, figures 
Thinking Preference : Organize 
How to communicate : 
Systematic, methodical, details 
Thinking Preference : Personalize 
How to communicate : 
People-related issues, feelings 
Thinking Preference : Strategize 
How to communicate : 
Overview, vision, new ideas 
•Use thinking preference to understand ourselves and others. Such understanding will help us tailor our communication approach. 
•An example below is from Herrman Brain Dominance Instrument.
TENDENCY AND PREFERENCE 
Source : Herrman Brain Dominance Instrument
THE BENEFITS OF KNOWING STYLE 
• Enables better understanding of stakeholder’s personality or preferred style 
• Better “chemistry” with stakeholders : able to adopt suitable communication style to gain better buy-in process.
“Inside-Out Approach” of Managing Stakeholders : 
Building Rapport
FACE TO FACE COMMUNICATION IS THE BEST
ONE TO ONE : BUILD RAPPORT FIRST 
• What is Rapport : Expressing from the heart, sending the message “we are alike”. 
• To give the other person impression that you are just like him/her 
• Using the fact that 70% of communication is non-verbal.
A RAPPORT BUILDING TECHNIQUE : MIRRORING 
Mirroring is a rapport-building technique in which one person adopts the physical and verbal behaviours of another. 
Tend to happen automatically between people who know each other well.
WHAT TO MIRROR 
You can mirror a 
Tone of voice 
Rate of speech 
Posture (e.g. leaning forward or sitting up straight) 
Hand gestures 
Word choice
Video : 
Source www.bnetTV.com 
http://www.youtube.com/watch?v=rqhSWI4-hnA
Managing Stakeholders from working level : 
Communication Approach
REACHING OUT TO 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) 
• “Town hall”. This could be a bi-monthly event with key people giving update of the change. 
• Open Day : 6-monthly 
• Open opportunity for people to ask questions boldly. 
• This is where we discover influencers among the workers.
VARY THE APPROACH 
• Consistent communication in various format. 
• Strongly recommended to have a dedicated person- in-charge for communication . 
Intranet 
Weekly Communication 
Visits 
Electronic newsletter 
Printed newletter 
Notice boards at high-traffic places
CULTURAL FACTOR : CUSTOMIZE THE APPROACH 
• Alternatively , meet people in small group so that the “shy type” can be discovered and heard. 
“Teh tarik session” 
“Sandwich session” 
“Skip-level” meeting 
Management walk-about
KEY TAKE AWAY 
• Acceptance Strategy is important in getting results : 
• Misalignment of expectations can be prevented – know our stakeholders well and have regular update strategy. 
• People Buy You : Understanding stakeholder styles and building rapport will help in managing stakeholders well. 
• Let it be “over communicate” : Vary the approach and customize the approach while getting buy-in from working level.
jamilah.haron@gmail.com 
YouTube : Jamilah Haron The Trainer
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://www.mindtools.com/pages/article/building-rapport.htm 
http://projectmanagementtraininghull.webs.com/ 
http://www.bnettv.com 
http://herrmannsolutions.asia

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Managing stakeholders as critical success factor in operational excellence

  • 1. MANAGING STAKEHOLDERS AS A CRITICAL SUCCESS FACTORS IN ACHIEVING OPERATIONAL EXCELLENCE A Presentation by : Jamilah Haron Continuous Improvement Coach jamilah.haron@gmail.com 6th Asia Lean Six Sigma Summit 17th September 2014 Sunway Pyramid Convention Center
  • 2. HIGHLIGHTS OF PRESENTATION Who are Stakeholders Managing Stakeholders Expectations Seven Prevention Steps to prevent mis-alignment Basic Tools in Stakeholder Management “Inside-Out Approach” of Stakeholder Management  Communication Approach
  • 4. THE SOFT PART OF CHANGE INITIATIVES R = Q x A RESULTS  Managing Stakeholders  Leadership, coaching  Change Management  Data, methodology  Sustenance strategy  IT support  __________  __________ Results Quality Acceptance
  • 5. WHO ARE STAKEHOLDERS ? • Stakeholders can MAKE or BREAK the change efforts • People who are ; Affected by the change Have influence or power over it Have an interest in final outcome Formal stakeholders are captured in Project Plan
  • 6. REMINDERS ON STAKEHOLDERS •Not every one is a Stakeholder. Stakeholders are “WHO YOU ANSWER TO” •Typically have multiple priorities, handling tasks, meetings. So they RELY on change agents/project managers to keep things documented ,managed and delivered. •They have many things going on – they could get things confused. May make statements that are out of date if they are not updated regularly
  • 7. CUES … WE ARE NOT MEETING EXPECTATIONS Means , somewhere there’s misalignment and needs to be addressed . Watch these language… I thought He / She said “She said we are supposed to get IT to do it” “I thought that this project was delivered last month” This never works _______ never delivers “IT never delivers”
  • 8. PREVENTION STEPS - AVOID MISALIGNMENT WITH STAKEHOLDERS
  • 9. SEVEN PREVENTION STEPS •Document Stakeholders in Charter or Project Plan •Know your Stakeholders, their concerns, their assumptions, what they value the most. They are the owners, the fund the project, and they are decision makers. • Inform your team – not only inform tasks but who they are working for, things that are important Name Role in the Project Function/Department
  • 10. •Set up the PROCESS / governance . How is the feedback process, how is decision made and communicated. •Provide status regularly, up-to-date status, in appropriate format •Senior management requires high level overview •E.g Council, Change Management Exco, Reengineering Committee •Team members need more details SEVEN PREVENTION STEPS (CONTINUED)
  • 11. •Touch base regularly , keep constant contact. •Ask questions : “Are we meeting expectations?” to know their concerns and avoid surprises in management meeting •“Elevator speech” / quick impromptu verbal update •Constantly dispel assumptions, mis statements and myths . •Townhall meetings •“All-hands” meeting SEVEN PREVENTION STEPS (CONTINUED)
  • 12. Basic Tools in Stakeholder Management
  • 13. Key Question to Identify Stakeholders Names and/or Groups INFLUENCE SUPPORT Note: Determine the level of influence for each name or group. Note: Determine the level of support for each name or group. High Medium Low Strong Supporter Indifferent : On the Fence Unconvinced Who must give approval on any changes to the process? Who participates in this process? Who provides input into the process? Who is the ultimate user of the process ? Who else is impacted (e.g., implements the changes to the process)? STAKEHOLDERS PLANNING TOOL Identify stakeholders through series of questions below,.Then as a team, gauge their influence and support level.
  • 15. TOOL TO ASSESS SUPPORT LEVEL Names Strongly Against (-2) Moderately Against (-1) Neutral (0) Moderately Supportive (+1) Strongly Supportive (+2) X X X X Mr B Mr Y Mdm K Mrs W Possible Action Steps X Current Desired •Head to Head invitation (top-down) • Include in Fortnightly update • Initial Benefits presentation • Invite him as Projects reviewer in Exco/Council Get buy-in through the favor of his favorite manager. The Manager explained it to him • Initial Benefits presentation • Invite as Projects reviewer Completed effort X To be done/ in progress
  • 16. STAKEHOLDER MAPPING TOOL • People we must fully engage • Make the greatest efforts to satisfy them • Put enough work in with these people to keep them satisfied •Keep these people adequately informed • Talk to them to ensure that no major issues are arising. Do not bore them with excessive communication Low POWER High LEVEL OF INTEREST Low High KEY PLAYERS KEEP INFORMED MINIMAL EFFORT KEEP SATISFIED INTEREST IN PROJECT VS. POWER Identify stakeholders, map their interest and power, apply communication strategy according to where they are in the grid below :
  • 17. HANDLING HIGH POWER, HIGH INFLUENCE What if they are not likely to be positive, what will win them around to support our initiatives/proposal ? •Align the initiative to the stakeholders “burning platform” •We propose Cost savings efforts vs He wants Revenue Generation •We propose Customer Satisfaction focus vs He wants Internal Efficiency •We Phase-by-phase approach vs he wants Big-Impact Initiatives •We propose with jargons like FMEA, SPC, DOE : He feels intimidated •Re-align scope to towards bigger forecast benefits
  • 18. “Inside-Out Approach” of Managing Stakeholders : Know the Style
  • 19. GET TO KNOW STAKEHOLDERS IN PERSON • This approach is recommended considering stakeholders are individuals with various personality and preferences. • This approach requires change agents to be mature • Have a concern on developing long-term professional relationships on top of driving results.
  • 20. UNDERSTANDING THINKING PREFERENCE Thinking Preference : Analyze How to communicate : Facts, figures Thinking Preference : Organize How to communicate : Systematic, methodical, details Thinking Preference : Personalize How to communicate : People-related issues, feelings Thinking Preference : Strategize How to communicate : Overview, vision, new ideas •Use thinking preference to understand ourselves and others. Such understanding will help us tailor our communication approach. •An example below is from Herrman Brain Dominance Instrument.
  • 21. TENDENCY AND PREFERENCE Source : Herrman Brain Dominance Instrument
  • 22. THE BENEFITS OF KNOWING STYLE • Enables better understanding of stakeholder’s personality or preferred style • Better “chemistry” with stakeholders : able to adopt suitable communication style to gain better buy-in process.
  • 23. “Inside-Out Approach” of Managing Stakeholders : Building Rapport
  • 24. FACE TO FACE COMMUNICATION IS THE BEST
  • 25. ONE TO ONE : BUILD RAPPORT FIRST • What is Rapport : Expressing from the heart, sending the message “we are alike”. • To give the other person impression that you are just like him/her • Using the fact that 70% of communication is non-verbal.
  • 26. A RAPPORT BUILDING TECHNIQUE : MIRRORING Mirroring is a rapport-building technique in which one person adopts the physical and verbal behaviours of another. Tend to happen automatically between people who know each other well.
  • 27. WHAT TO MIRROR You can mirror a Tone of voice Rate of speech Posture (e.g. leaning forward or sitting up straight) Hand gestures Word choice
  • 28. Video : Source www.bnetTV.com http://www.youtube.com/watch?v=rqhSWI4-hnA
  • 29. Managing Stakeholders from working level : Communication Approach
  • 30. REACHING OUT TO 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) • “Town hall”. This could be a bi-monthly event with key people giving update of the change. • Open Day : 6-monthly • Open opportunity for people to ask questions boldly. • This is where we discover influencers among the workers.
  • 31. VARY THE APPROACH • Consistent communication in various format. • Strongly recommended to have a dedicated person- in-charge for communication . Intranet Weekly Communication Visits Electronic newsletter Printed newletter Notice boards at high-traffic places
  • 32. CULTURAL FACTOR : CUSTOMIZE THE APPROACH • Alternatively , meet people in small group so that the “shy type” can be discovered and heard. “Teh tarik session” “Sandwich session” “Skip-level” meeting Management walk-about
  • 33. KEY TAKE AWAY • Acceptance Strategy is important in getting results : • Misalignment of expectations can be prevented – know our stakeholders well and have regular update strategy. • People Buy You : Understanding stakeholder styles and building rapport will help in managing stakeholders well. • Let it be “over communicate” : Vary the approach and customize the approach while getting buy-in from working level.
  • 34. jamilah.haron@gmail.com YouTube : Jamilah Haron The Trainer
  • 35. 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://www.mindtools.com/pages/article/building-rapport.htm http://projectmanagementtraininghull.webs.com/ http://www.bnettv.com http://herrmannsolutions.asia