The document provides an overview of a presentation by Arlin Sorensen on managing change. It introduces Arlin and his background in farming and IT. It then discusses four major forces of change: 1) the changing workforce demographics and expectations of millennial workers, 2) changes in how buyers purchase products, 3) disruption of traditional business models from new technologies, and 4) rapid adoption of new technologies. It offers five key responses to change: having a strategy, operational planning, maintaining rhythm and execution, focusing on culture, and planning a legacy. The presentation emphasizes that more change will occur in the next five years than the past 20 and leaders must be ready to transform.
2. Meet Your Presenter
• Arlin Sorensen
• VP of Peer Groups, ConnectWise
• Husband, Dad and “Pop”
• Farm Boy from Iowa
• 36 years in the IT space
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
3. ArlinBrad
Dean
Pete
2500 acres
corn/soybeans in Shelby
County Iowa
Arlin
Dean
Pete
Brad
Where
I
Come
From
3000 acres
corn/soybeans in
Shelby County, Iowa
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
4. Sorensen Brothers Farms LLC
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Heartland Companies
Legacy Phase 2 - 2018Legacy Phase 1 - 2012
Sold end of 2012
Sold January 2018
2012
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Managing legacy is the primary role of a CEO
Legacy Phase 3 - 2018
Heartwood LLC
Sold June 2018
27 years
18 years
14 years
5. FORCES OF CHANGE
Are You Ready to Transform?
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
11. My Prediction
We will experience more
change in the next 5 years
than in the past 20.
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
13. Millennial's are 50% of the workforce in
2020 – this is not a future challenge – it is
today!
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
15. Changes New Workers are Driving
• They do not fear changing jobs
• They want more money
• They want work with purpose
• They want perks and benefits
• Unlimited PTO
• They want stability
• They want to talk with their managers
• They want flexibility in when and where they
work
• Flex Time
• Work From Anywhere
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
34. How To Be A Good Technology Client
• Communicate, communicate, communicate
• Invite them to the table (strategic planning)
• Do proof of concepts (POC) on new technologies
• Push to solve business challenges
• Learn beyond the technology – business operations
• Listen to their guidance
• Focus on ROI, not cost. Price is not the measure.
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
35. Two Ways to Leave a Legacy
OPERATIONAL PLANNING
If you plan your work and work your plan, your plan will work…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
37. Dealing with the “B” Word
• A budget is a plan to make and spend money
• A plan without a budget is just words without
meaning and direction
• Your strategy sets the framework for a budget
• You don’t have to do it alone. Involve Marco in
creating the technology budget information you need
to succeed.
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38. RHYTHM
You’re the maestro of your business…
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40. Execution Modelby Patrick Lencioni
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41. CULTURE
It eats strategy for breakfast…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
42. Foundations of Innovation & Performance Culture
Leadership
Ask, listen and learn. Promote
experimentation.
Communication
Relentless Messaging. Share stories of
success and failures.
Hiring
Know what your looking for. Use behavior
based interviewing and assessments
Job Design & Enablers
Clear roles and measures. Provide time
and resources
Rewards and Recognition
Track and recognize/reward
Organization Structure
Continually needs updates. Form follow
function
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
43. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
What does your team
think?
We use 6Q surveys to
find out bi-weekly
44. LEGACY
It all begins with a written plan…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
49. Response to Change:
• Reject
• Resist
• Undermine
• Leave
• Embrace
• Lead
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
50. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
“Vision without execution is
hallucination.”
Thomas Edison
51. Arlin Sorensen
Founder/CEO/VP Peer Groups
653 Oak Road Harlan, Iowa 51537
(O) 712-794-7957 (M) 712-579-1216
asorensen@connectwise.com
Blog
http://asorensen.wordpress.com/
Thoughts from the Farm
Email to be Added to the Morning List
(email “ADD” to arlin@arlinsorensen.com)
Connect with me on social media!
THANK YOU!
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved