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The top five pitfalls for collaboration deployment
Where individuals & groups share
common global goals and value the                                                                1.   Failure to sufficiently recognise that we are
specific goals of others within a                                                                     enabling a change in how people work together
common framework of the common                                                                        and as such the deployment of collaboration
environment they interact. They are
                                                                                                      strategies and platforms is an important
mutually supportive and pro-active in
innovating new outcomes for the                                                                       organisation development activity.
shared good. They will engage once-                                                              2.   Failure to recognise that collaboration is a human
off, periodically or on an on-going                                                                   activity and human system activity; it’s about
basis as required to achieve common
goals.                                                                                                people, their style, their behaviours, their
                                                                                                      motivations and their incentives.
                                                                                                 3.   Deployment of social media collaboration platforms
                                                                                                      are often treated as an IT or System upgrade
                                                                                                      projects rather than core business change
          Leadership                   Introduction                                                  initiatives.
                                        The purpose of this paper is to provide the reader       4.   Failure to create an explicit and strong connection
          Competitive Advantage
                                        with some tools and techniques which will                     to the business case, goals and KPI’s of the business
          Competitive                  accelerate their organization’s performance,                  in the eyes of the stakeholders.
          Learning                     towards the leadership position in their space,          5.   The absence of a suitable framework to deploy a
                                        enabling significant changes in how people work               collaboration strategy and attain the target ROI.
          Comfort                      and collaborate. In addition to ensure that
          Critical                     investment in social collaboration platforms gains
                                                                                                  Though there are many other pitfalls they are generally
                                        maximum traction and avoids the major pitfalls.
          Dead                                                                                  covered if we adopt a collaboration strategy that
                                                                                                 addresses the top five pitfalls. So we can say that the
                                         Underpinning the approach is recognition that
                                                                                                 critical success factors for successful deployment of a
         Continuum of                   collaboration and collaboration maturity are
                                                                                                 collaboration strategy and platform are as follows:-
                                        complex human behaviors and, that deployment of
   org an izati on M atur ity
                                        social connection platforms to release an
 At one end of the spectrum we
                                        organization’s talent will not deliver unless they are
have the highly intelligent
                                        underpinned by very high levels of organization
organic organization that
                                        maturity and learning.
continually innovates and adapts
to maintain a leadership position
                                         There has been a general recognition in business
in their segment and maximize
                                        that there is a strong Organization Development
value for stakeholders. These are
                                        (OD) element to accelerating collaboration ,
learning organization’s with
                                        however there is a tendency to be driven by the
strong values and collaborative
                                        simple definition of collaboration behaviors such as
behaviors.
                                        “it’s about trust, sharing of goals and
                                        communications” and using SNA measurements as
At the other end of the spectrum
                                        indicators. The reality is there are 20 core OD
is an organization in the critical
                                        dynamics that influence collaboration maturity and
zone which may have lost all
                                        outcomes, and in the paper we introduce a simple
inertia internally and will fail
                                        diagnostic to measure these so that personal,
unless there is an intervention to
                                        organization and platform development can be
create inertia.
                                        aligned for maximum traction.
Critical Success Factors for collaboration Programs

                                         1.   Establish the business case for collaboration up front and identify how the organisation will demonstrate
                                              that performance meets or exceeds the business case.
                                         2.   Define the collaboration OD strategy across the business that connects the business case with individual
                                              and organisation development plans.
    Interpersonal                        3.   Measure the collaboration maturity across the organisation; it becomes the base-line for selecting and
                                              deploying the level and type of interventions and actions that will allow maximum traction for new ways of
        Trust                                working and the platform.
        Sharing of Aims                 4.   Integrate the social media collaboration platform Adopt an overall collaboration
        Collective Responsibility
        Competence Confidence                Framework/Methodology to pull together the components of the collaboration strategy and allows the
        Culture                              stakeholders to engage and influence.
                                         5.   Project into the overall strategic OD program. Aligning the enablement of features and functions with the
    Organization                              other interventions that reflect the level of organisation and individual learning.

        Management Involvement      The Collaboration™ Methodology
        Self-Organization
        Communications
        Boundaries
        Business Process

    Working

        Autonomy
        Feedback
        Goals
        Motivation
        Attitude to social media

    Customer

        Results
        Engagement                  Methodology Overview
        Connectivity
        Satisfaction                The overall methodology is a roadmap and a set of tools, processes, templates and guides designed to successfully
        Communities                 guide an organization through the process of strategic change. Moving it towards creating a leadership zone position
                                     where the collaboration maturity is creating sustainable strategic and operational leadership. There are six core
                                     method domains. The domains have the following functions:-

                                             Business Domain: - Building the business case and the Benefits Realisation process.
Four Levels o f coll abor ation              Facilitation Domain: - Creating the process and structures to organise for success.
                                             Diagnosis Domain: - Establishing a baseline organisation maturity for collaboration.
               KPI’s
                                             Strategy Domain:- Refining the goals and approach to execution
                                             Programs Domain:- Creating and managing the calibrated and integrated projects (People, Organisation &
    1.   Primary Business KPI’s
                                              Platform)
    2.   Operational KPI’s
    3.   Collaboration & SNA KPI’s           Progress Domain:- Creates the integrated metric program to monitor achievement and activity
    4.   Collaboration Maturity
         Indices
CIP™-Business
                                             Objective: - To enable key stakeholders to identify the key
 Collaboration Program Interventions         business drivers and performance metrics that
              and Costs
                                             accelerating collaboration capability is designed to
Organization Development
                                             impact, and prepare a business case and a set of business
    o      Program Leadership &              controls to ensure during and on completion of a            CPI™-Strategy
           Management                        collaboration program that intended outcomes can be         Objective: - Using the findings from the Diagnosis phase the
    o      Coaching, Mentoring &             achieved within the investment scope approved.              key stakeholders can now refine the overall strategy so that
           Support (Time and                                                                             relevant execution-able and integrated programs and
           Expertise)
                                             Approach Recommended: - Workshop & Templates                metrics can be executed.
    o      Training & Workshop Design
           & Delivery
                                             This domain has three key deliverables:-                     Approach Recommended: - Workshop & Templates
                                                     The Business Case for Collaboration
                     Leadership
                     Management                     The collaboration KPI Integration Map               This domain has one key deliverable:-
                      Development                    Collaboration Program Metric process                        Collaboration Program and Project Statement
                     Communications
                      skills
                     Assertiveness
                      skills
                     Facilitation Skills
                     Team
                                              CIP™-Facilitation                                           CPI™-Programs
                      Development             Objective: - To identify CSF’s & Risks for the overall      Objective:- create the plan, process, tools, KPI’s and teams
                     Creativity &            program and confirm stakeholder commitment,                 for each of the three key streams and kick off the integrated
                      Innovation              governance and support for all aspects of the program       programs:-
                     Writing skills          and related investment.                                     Approach Recommended: - Workshop & Templates
                                                                                                          This domain has the following deliverables: - (Normally
Tools & Platform                              Approach Recommended: - Workshop & Templates                adopting the organization’s standard PM methods)
          Make, Buy, Use or Rent
                                                                                                                   Project Plans and Milestones
          Features and Functions             This domain has three key deliverables:-
                                                                                                                   Reports and metrics
           (Blog, Profile, Wiki…)                     The program vision & Goals
          Project Management                         The core governance & facilitation structure
          Infrastructure
                                                      Program Role definitions
          Development & Or
           integration
          User & Technical support                                                                            CPI™-Progress
          Mediation & Facilitation                                                                            Objective:- Integrated into the model and referenced
          Training                                                                                            above is the need to ensure stakeholders can see
                                            CPI™-Diagnosis                                                     progress and connect their actions and behaviors to
   Collaboration Program Steps              Objective: - To scientifically diagnose the level of collaboration accelerating collaboration maturity at all levels in the
    1. Diagnosis;                           maturity within the organization to enable program                 business this will include:-
                                            interventions to be designed at an appropriate and                          Business KPI’s
    2. Vision;
                                            sustainable learning level. In additional to maintain alignment
    3. The Business Case;                                                                                               Operational KPI’s
                                            on the 3 core programs (Personal, Organization & Platform).
    4. Program Planning                                                                                                 Collaboration KPI’s and Social Network analysis
    5. Execution & Facilitation             Approach Recommended: - On-Line                                             Maturity and cultural indicator
    6. Control
    7. Review                               This domain has three key deliverables:-                         Approach Recommended: - PMO & Templates
                                                    Collaboration Diagnostic Plan
For additional Information                          Collaboration Maturity Diagnostic report (Actual
www.collaborationip.yolasite.com                     level, steps for next level)
                                                    Collaboration Maturity Dashboard
Declan.kavanagh@deckav.com
Myles@holignment.com

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5 pitfalls & framework for collaboration

  • 1. The top five pitfalls for collaboration deployment Where individuals & groups share common global goals and value the 1. Failure to sufficiently recognise that we are specific goals of others within a enabling a change in how people work together common framework of the common and as such the deployment of collaboration environment they interact. They are strategies and platforms is an important mutually supportive and pro-active in innovating new outcomes for the organisation development activity. shared good. They will engage once- 2. Failure to recognise that collaboration is a human off, periodically or on an on-going activity and human system activity; it’s about basis as required to achieve common goals. people, their style, their behaviours, their motivations and their incentives. 3. Deployment of social media collaboration platforms are often treated as an IT or System upgrade projects rather than core business change  Leadership Introduction initiatives. The purpose of this paper is to provide the reader 4. Failure to create an explicit and strong connection  Competitive Advantage with some tools and techniques which will to the business case, goals and KPI’s of the business  Competitive accelerate their organization’s performance, in the eyes of the stakeholders.  Learning towards the leadership position in their space, 5. The absence of a suitable framework to deploy a enabling significant changes in how people work collaboration strategy and attain the target ROI.  Comfort and collaborate. In addition to ensure that  Critical investment in social collaboration platforms gains Though there are many other pitfalls they are generally maximum traction and avoids the major pitfalls.  Dead covered if we adopt a collaboration strategy that addresses the top five pitfalls. So we can say that the Underpinning the approach is recognition that critical success factors for successful deployment of a Continuum of collaboration and collaboration maturity are collaboration strategy and platform are as follows:- complex human behaviors and, that deployment of org an izati on M atur ity social connection platforms to release an At one end of the spectrum we organization’s talent will not deliver unless they are have the highly intelligent underpinned by very high levels of organization organic organization that maturity and learning. continually innovates and adapts to maintain a leadership position There has been a general recognition in business in their segment and maximize that there is a strong Organization Development value for stakeholders. These are (OD) element to accelerating collaboration , learning organization’s with however there is a tendency to be driven by the strong values and collaborative simple definition of collaboration behaviors such as behaviors. “it’s about trust, sharing of goals and communications” and using SNA measurements as At the other end of the spectrum indicators. The reality is there are 20 core OD is an organization in the critical dynamics that influence collaboration maturity and zone which may have lost all outcomes, and in the paper we introduce a simple inertia internally and will fail diagnostic to measure these so that personal, unless there is an intervention to organization and platform development can be create inertia. aligned for maximum traction.
  • 2. Critical Success Factors for collaboration Programs 1. Establish the business case for collaboration up front and identify how the organisation will demonstrate that performance meets or exceeds the business case. 2. Define the collaboration OD strategy across the business that connects the business case with individual and organisation development plans. Interpersonal 3. Measure the collaboration maturity across the organisation; it becomes the base-line for selecting and deploying the level and type of interventions and actions that will allow maximum traction for new ways of  Trust working and the platform.  Sharing of Aims 4. Integrate the social media collaboration platform Adopt an overall collaboration  Collective Responsibility  Competence Confidence Framework/Methodology to pull together the components of the collaboration strategy and allows the  Culture stakeholders to engage and influence. 5. Project into the overall strategic OD program. Aligning the enablement of features and functions with the Organization other interventions that reflect the level of organisation and individual learning.  Management Involvement The Collaboration™ Methodology  Self-Organization  Communications  Boundaries  Business Process Working  Autonomy  Feedback  Goals  Motivation  Attitude to social media Customer  Results  Engagement Methodology Overview  Connectivity  Satisfaction The overall methodology is a roadmap and a set of tools, processes, templates and guides designed to successfully  Communities guide an organization through the process of strategic change. Moving it towards creating a leadership zone position where the collaboration maturity is creating sustainable strategic and operational leadership. There are six core method domains. The domains have the following functions:-  Business Domain: - Building the business case and the Benefits Realisation process. Four Levels o f coll abor ation  Facilitation Domain: - Creating the process and structures to organise for success.  Diagnosis Domain: - Establishing a baseline organisation maturity for collaboration. KPI’s  Strategy Domain:- Refining the goals and approach to execution  Programs Domain:- Creating and managing the calibrated and integrated projects (People, Organisation & 1. Primary Business KPI’s Platform) 2. Operational KPI’s 3. Collaboration & SNA KPI’s  Progress Domain:- Creates the integrated metric program to monitor achievement and activity 4. Collaboration Maturity Indices
  • 3. CIP™-Business Objective: - To enable key stakeholders to identify the key Collaboration Program Interventions business drivers and performance metrics that and Costs accelerating collaboration capability is designed to Organization Development impact, and prepare a business case and a set of business o Program Leadership & controls to ensure during and on completion of a CPI™-Strategy Management collaboration program that intended outcomes can be Objective: - Using the findings from the Diagnosis phase the o Coaching, Mentoring & achieved within the investment scope approved. key stakeholders can now refine the overall strategy so that Support (Time and relevant execution-able and integrated programs and Expertise) Approach Recommended: - Workshop & Templates metrics can be executed. o Training & Workshop Design & Delivery This domain has three key deliverables:- Approach Recommended: - Workshop & Templates  The Business Case for Collaboration  Leadership  Management  The collaboration KPI Integration Map This domain has one key deliverable:- Development  Collaboration Program Metric process  Collaboration Program and Project Statement  Communications skills  Assertiveness skills  Facilitation Skills  Team CIP™-Facilitation CPI™-Programs Development Objective: - To identify CSF’s & Risks for the overall Objective:- create the plan, process, tools, KPI’s and teams  Creativity & program and confirm stakeholder commitment, for each of the three key streams and kick off the integrated Innovation governance and support for all aspects of the program programs:-  Writing skills and related investment. Approach Recommended: - Workshop & Templates This domain has the following deliverables: - (Normally Tools & Platform Approach Recommended: - Workshop & Templates adopting the organization’s standard PM methods)  Make, Buy, Use or Rent  Project Plans and Milestones  Features and Functions This domain has three key deliverables:-  Reports and metrics (Blog, Profile, Wiki…)  The program vision & Goals  Project Management  The core governance & facilitation structure  Infrastructure  Program Role definitions  Development & Or integration  User & Technical support CPI™-Progress  Mediation & Facilitation Objective:- Integrated into the model and referenced  Training above is the need to ensure stakeholders can see CPI™-Diagnosis progress and connect their actions and behaviors to Collaboration Program Steps Objective: - To scientifically diagnose the level of collaboration accelerating collaboration maturity at all levels in the 1. Diagnosis; maturity within the organization to enable program business this will include:- interventions to be designed at an appropriate and  Business KPI’s 2. Vision; sustainable learning level. In additional to maintain alignment 3. The Business Case;  Operational KPI’s on the 3 core programs (Personal, Organization & Platform). 4. Program Planning  Collaboration KPI’s and Social Network analysis 5. Execution & Facilitation Approach Recommended: - On-Line  Maturity and cultural indicator 6. Control 7. Review This domain has three key deliverables:- Approach Recommended: - PMO & Templates  Collaboration Diagnostic Plan For additional Information  Collaboration Maturity Diagnostic report (Actual www.collaborationip.yolasite.com level, steps for next level)  Collaboration Maturity Dashboard Declan.kavanagh@deckav.com Myles@holignment.com