process matters
TRANSCRIPT
[email protected] @valentinejames
i’D LIKE TO TALK TO YOU ABOUT…
PROCESS
GOOD PROCESS ALLOWS YOU TO
Learn more effectively.
GOOD PROCESS ALLOWS YOU TO
Learn more effectively.
Improve quality of results.
GOOD PROCESS ALLOWS YOU TO
Learn more effectively.
Improve quality of results.
Move faster.
GOOD PROCESS ALLOWS YOU TO
Learn more effectively.
Improve quality of results.
Move faster.
Make success on purpose
USING PROCESS A SPIRITUAL GIFT?
And again, to some it is given by the Holy Ghost to know the differences of administration … according as the Lord will, suiting his mercies according to the conditions of the children of men. ~D&C 46:15
An organization is perfectly designed to get the results it achieves.
~Dennis Brimhall
MORE THAN JUST GOALS
“I am so thoroughly convinced that if we don’t set goals in our life and learn how to master the techniques of living to reach our goals, we can reach a ripe old age and look back on our life only to see that we reached but a small part of our full potential. When one learns to master the principles of setting a goal, he will then be able to make a great difference in the results he attains in this life.”
~M. Russell Ballard
EXAMPLES
MEETING WITH A CLIENT FOR THE FIRST TIME
MEETING WITH A CLIENT FOR THE FIRST TIME
What are we trying to achieve?
MEETING WITH A CLIENT FOR THE FIRST TIME
What are we trying to achieve?
How will we know if we’ve done that?
MEETING WITH A CLIENT FOR THE FIRST TIME
What are we trying to achieve?
How will we know if we’ve done that?
What do we think drives/impedes the user experience?
MEETING WITH A CLIENT FOR THE FIRST TIME
What are we trying to achieve?
How will we know if we’ve done that?
What do we think drives/impedes the user experience?
How will we know if we’re right or wrong?
DIAGNOSING A LACK OF PERFORMANCE
DIAGNOSING A LACK OF PERFORMANCE
Do they have the tools to complete the task effectively?
DIAGNOSING A LACK OF PERFORMANCE
Do they have the tools to complete the task effectively?
Do they know how to complete the task?
DIAGNOSING A LACK OF PERFORMANCE
Do they have the tools to complete the task effectively?
Do they know how to complete the task?
Are they motivated to complete the task?
COACHING AN EMPLOYEE
COACHING AN EMPLOYEE
Observe.
COACHING AN EMPLOYEE
Observe.
Give and receive feedback (ask why to understand).
COACHING AN EMPLOYEE
Observe.
Give and receive feedback (ask why to understand).
Demonstrate the right way.
COACHING AN EMPLOYEE
Observe.
Give and receive feedback (ask why to understand).
Demonstrate the right way.
Agree on what will change.
COACHING AN EMPLOYEE
Observe.
Give and receive feedback (ask why to understand).
Demonstrate the right way.
Agree on what will change.
Follow-up.
MAKING A DECISION AS A GROUP
MAKING A DECISION AS A GROUP
Define the problem.
MAKING A DECISION AS A GROUP
Define the problem.
Establish the criteria for a good solution.
MAKING A DECISION AS A GROUP
Define the problem.
Establish the criteria for a good solution.
List possible solutions.
MAKING A DECISION AS A GROUP
Define the problem.
Establish the criteria for a good solution.
List possible solutions.
Evaluate the ideas against the criteria.
MAKING A DECISION AS A GROUP
Define the problem.
Establish the criteria for a good solution.
List possible solutions.
Evaluate the ideas against the criteria.
Choose a solution.
DETERMINING WHAT TO TEST FIRST
DETERMINING WHAT TO TEST FIRST
BEING PREPARED TO PARTICIPATE AND ACT
Prepare
Teach One Another
Ponder and Prove
APPLICATION
THERE ARE ALL TYPES OF PROCESS
Habit (most basic)
Routine
Procedure/Policy
Cultural Norm
Unspoken Rules
Bureaucratic Approvals
BREAK IT DOWN INTO ESSENTIAL ELEMENTS
CUE
ROUTINE
REWARD
BREAK IT DOWN INTO ESSENTIAL ELEMENTS
Cue > Routine > Reward.
If you want to improve/modify a process, you got to look at all three parts to see how to create the change you want to see.
BREAK IT DOWN INTO ESSENTIAL ELEMENTS
Cue > Routine > Reward.
If you want to improve/modify a process, you got to look at all three parts to see how to create the change you want to see.
Like a habit, not all process is deliberate, often forms over time, which means it might take extra effort to influence.
BREAK IT DOWN INTO ESSENTIAL ELEMENTS
Cue > Routine > Reward.
If you want to improve/modify a process, you got to look at all three parts to see how to create the change you want to see.
Like a habit, not all process is deliberate, often forms over time, which means it might take extra effort to influence.
Good process improvements reduce the amount of energy it takes to accomplish it.
SOME FINAL THOUGHTS ON BUILDING PROCESS
Start with the desired outcome, work backward.
SOME FINAL THOUGHTS ON BUILDING PROCESS
Start with the desired outcome, work backward.
Document what you learn, create checklists.
SAMPLE PRE-MEETING CHECKLIST
What does success look like?
What are the roles & responsibilities for each member?
What is the agenda?
What collateral is needed & who is going to bring it?
What obstacles and/or objections are you likely to face?
How will you respond to each objection?
Are you going to ask the client to purchase new products or services?
If so, how are you going to articulate the benefits to the client?
What additional resources might be needed?
What are the next steps going to be?
SOME FINAL THOUGHTS ON BUILDING PROCESS
Start with the desired outcome, work backward.
Document what you learn, create checklists.
Your analytics reporting and research are documenting the results of multiple processes. Being able to identifying them and articulate that impact will help you stand out as an analyst.
CREATE SUCESS ON PURPOSE
[email protected] @valentinejames