Purpose then priorities

Purpose then Priorities“Things which matter most must never be at the mercy of things which matter least” Johann Wolfgang von Goethe

Ed Curley

Overview of the day

Setting the Scene

Business Context

SOAR

Purpose & Success

Important to/Important For Our Customers

Important to /Important For

Team

What's Working/What’s

Not Working

Feedback &

Discussion

Priorities & Plans

Measures

Team Purpose

Statement

Why

What

When, How, Who

Building from Purpose

Why we do what we do…

Purpose

Purpose - the reason for which something is done or created or for which something exists…

Purpose & Success

Group Task:

Clarity about our Purpose?• What are we here to do as an organisation?• Who are we here to do it for? In your groups make a list of customers on the flip chart

• Think about external customers, • Inside and outside your department e.g. other teams• What do they want from your team? – do you know? do they know! have you asked them lately?• What would success look like for our customers?

• Use the post-it notes to list what our customer want now and will want in the future

Our Customers

Customer What they want/need now What they will want/need in the future

??

??

??

Example

Flipchart Page 3What are our unique

Strengths and Capabilities?

SOAR

Task:On 4 FlipchartPages make a list of

Flipchart Page1What has changed in our

PESTLE environment?

Flipchart Page 2What is changing?What will change?

Flipchart Page 4What are our Opportunities

and Aspirations

People

What new capabilities will we need to develop, what’s the best way of doing this…

Breakout WorkshopsIn your groups complete templates 1-3

Important To/Important

For Our Customers

Important To our Customers Important For our Customers

Is there anything we need to know more about?A. .B. .C. .D. .

When do we need to know it? Who is responsible for finding out?ABCD

Template 1

Important To /Important For Our Team

Important To our Team Important For our Team

Is there anything we need to know more about?A. .B. .C. .D. .

When do we need to know it? Who is responsible for finding out?ABCD

Template 2

What's Working/What’s

Not Working

Perspective What's working? What's not working as well as

we would like?

What do we need to know more about?

Who is responsible for finding out, by

when?

What actions do we need to

take and when?

Template 3

Workshops Feedback

Put all flipchart templates up on the wall and provide an overview of your key

findings…

Identifying the Priorities Developing

the Plan

What are our Highest Priorities, what are the critical few things we Must do? Our BIG Rocks….

Priorities & Plans

Develop Delivery Plans

Put the big rocks in first!Execute against Priorities – Reprioritise if required!!Remember MoSCoW!• Must • Should • Could • Will not

Measure what Matters

Inputs outputs outcomes impact/Result

Good measures demonstrate your Value to the business and to your customers

Develop key effectiveness (Value) measures rather than just activity (busyness) measures…

REMEMBER you can be very efficiently doing and measuring the wrong thing!

• How will we know if we are making progress?• What are our ‘critical few’ measures linked to our priorities?• How will we measure?• Are they the right measures, how do/ will we know?• What will they tell our customers about us?• What will they tell us about us?• Who will be responsible for collecting?• How will they be collected?• How frequently?

Measure what Matters

Measure what Matters

Performance Indicators3 Tests

1. Communication Power – does the indicator communicate to a all of your stakeholders and customers; is to common sense and compelling?

2. Proxy Power – does the indicator say something of importance about the overall Impact or Result you are trying to have, is it a ‘lead Indictor’ in other words achieving it indicates a likelihood of achieving the Impact or Result.

3. Data Power – Can you get quality data on a regular basis, is the data reliable and consistent?

Adapted from , Trying Hard is Not Good Enough –Mark Friedman

Measures that matter…

Task – on the flip chart make a list of what you believe should be your MUST have measures and indictors…• How do these compare to what you currently measure and report?• Are you measuring activity – busyness or impact and results?• Are they LEAD or LAG measures, remember you can only act on LEAD

measures?• How do your current measures and indictors compare to the 3 Tests?• How much control do you have over what is measured?

Team Purpose

Team Purpose…

Task – to be completed at your next team meeting• What is the purpose of the unit or team you lead in relation to;

• Your customers• The organisation• Other organisational units & teams

Purpose

Purpose Statement

(complete and make public)

Priorities & Plans

Task - Learning reflection• What have we discussed?• What have we learned?• What are we concerned about?• Given what we know now, what next?• Who owns each actionMonthly progress check-in

Further Reading

These books were used in the development of this workshop• Start With Why – Simon Sinek• First Thing First – Stephen R Covey & A.Roger Merrill• Key Performance Indicators – David Parmenter• Execution – The Discipline of Getting Things Done – Larry Bossidy & Ram

Charan• Trying Hard is Not Good Enough – Mark Friedman• Creating Person-Centred Organisations – Stephen Stirk & Helen Sanderson

CloseRemember, what you do today… will

determine your tomorrow… anon