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Copyright © 2015 Thinking Dimensions. All Rights Reserved.
Think .… Investigate
Resolve
Thinking Dimensions Global
June 2015
John Hudson
Partner
Phone +44 7890 518 167
john@thinkingdimensions.com
www.thinkingdimensionsglobal.com
Stakeholders – The Key to
Prioritising your Actions
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Stakeholders – The Key to
Prioritising your Actions
1. Overview of the KEPNERandFOURIE™ Processes
2. PriorityWise via Stakeholders
3. What do YOU get?
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Thinking Dimensions Global
Locations
• Baxter International
• Blue Cross Blue Shield
• Barclays IT
• Bosch
• Caltex Oil
• Carraro
• Crown Cork and Seal
• Dometic
• Electrolux
• Federal Judiciary Center
• General Dynamics IT
• Hollister,Inc
• Infineon
• BASF
• Macquarie Bank IT
• BT Financial IT
• Stihl
• Westpac IT
• Maersk
• Norfolk Naval Shipyard
• Selig
• Siemens
• SITA
• SKF
Americas
• Canada
• Chile
• Peru
• USA
EMEA
• Ireland
• Italy
• Poland
• Saudi Arabia
• South Africa
• Turkey
• United Kingdom
Asia Pacific
• Australia
• China
• India
• South Korea
• Singapore
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Thinking Works
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Process Locator - ThinkingWorks™
NeedtotakeAction
Many
Issues
One
Technical
One
Generic
PriorityWise
CauseWise
ThinkingWise
Choose
Alternative
Find Better
Alternative
Have No
Alternative
Protect an
Action Plan
RiskWise
SW
MaxFour
SW
Create
SW
Choice
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
The ThinkingWorks Toolkit
• PriorityWise℠ - Focus on the most important actions
• ThinkingWise℠- Establish the core issues represented
in a ill-defined problem situation
• CauseWise℠ - Focus on a common method for
finding the true/root cause
• SolutionWise℠ - Focus on a common method for
making choices and developing solutions
• RiskWise℠ - Focus on a common method for
anticipating and mitigating risks
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Divergent
Thinking
The Thinking
1. Identify the problem/incident/event
2. Gather information
3. Analyse the Information
4. Reach Conclusion
Convergent
Thinking
Basic Phases in Thinking
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Information Sources
1: WHAT DO YOU KNOW ABOUT THE PROBLEM SITUATION?
Look at the questions on the question card, which you need to get answers
for.
Determine which questions you and your team would be able to answer
factually and accurately?
At the same time make a note who would be the most appropriate
information source to answer these questions.
2: WHAT DON’T YOU KNOW ABOUT THE PROBLEM SITUATION?
Which questions remain unanswered?
What else do you need to know about the incident/problem situation or
solution requirements to ensure the team has the best possible
information to solve the problem issue?
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Information Sources
3: WHAT ARE YOUR INFORMATION ‘GAPS’ FOR THIS PROBLEM
SITUATION?
Make a note of the information still needed.
Agree with the team what information GAPS still exists.
Agree on an action plan for whom will bring the required information to
the session.
4: WHO HAS THE INFORMATION?
HOW WILL YOU COLLABORATE TO GET IT?
For each information GAP decide who would be the best information
source to collaborate with on the issue.
Ensure you collaborate with the sources closest to the incident/problem
or decision.
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
The Process Cards
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Process Cards – PriorityWise
(Card 1)
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Process Cards – PriorityWise
(Card 2)
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Stakeholders and Information Sources
The Task Force
Team composition and ground rule or rules of engagement – Identification of
Stakeholders and Information Sources
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
• Exists for a specific time limited purpose
• Members come from different disciplines within an organisation
• Work at different levels within an organisation
• Selected for expertise (SME’s)
• History within the Organisation
• Knowledge of products and customers
A Task Force is a small group of people that
bring together a specific set of skills to
accomplish a short term task
Stakeholders and Information Sources
The Task Force
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Identify Information Sources – Subject matter Experts (SME’s)
to be in attendance at Task Force
 Best person to provide specific information about the OBJECT and the FAULT
 Best person to consult on the LOCATION and TIMING of the incident
 Best to consult on Specific PATTERN of the incident
 Best to consult on the objects process and PHASE of the operation
 Who will provide the necessary STATISTICS, DIAGRAMS and GRAPHS
 Who is working with the fault on a continuous basis
 Is a VENDOR involved and do they need to be there
 Do we need a FACILITATOR to help us with the questioning process
 Who is at the RCA meeting that would MAKE DECISIONS on the outcome
Stakeholders and Information Sources
The Task Force
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Who will be affected by the outcome of this decision?
Who has the potential to influence the outcome of this
decision?
Influencers
3rd Party Provider
End-user
Customer
Colleagues
Statutory body
IMPLEMENTERS
Who has to do the work
and has ‘local’
knowledge
DECISION MAKER
Who has the power to say
‘yes’ or ‘no’
INFLUENCERS
Who could influence
with ‘expert’
knowledge
Decision Makers
Treasurer (Funds)
Management
Committees
Customer
Implementers
Staff
Project Manager
Contractor
Stakeholders and Information Sources
The Task Force
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Steps in the Process
What is Process
INPUT PROCESS OUTPUT
Information
Facts
Data
Knowledge
Skills
Resources
Time & Money
1. Gather Information
Asking the right questions
Questions on Cards
2. Organise Information
Record the answers in templates
Templates on Cards
3. Analyse Information
Convergent Questions per process
Question structure on cards
4. Conclusion
Arrive at a mutually agreed solution
Use your own experience to filter and
adapt the conclusion
Problem solved
in such a way
that we do not
have a repeat
occurrence
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Flow Chart
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise - Case Study
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation
Step 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Step 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
StakeholdersStep 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
Step 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
Step 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
Step 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
H
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
H
H
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
H
H
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
H
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
M
M
M
M
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
M
M
M
M
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
M
M
M
M
1
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
M
M
M
M
1
2
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
M
M
M
M
1
2
3
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
PriorityWise Demo
Step 2: List issues & Challenges 1 2 3 OP Plan
1. Concerned about losing
contact with customers
2. Poor maintenance practices
in various regions
3. Lack of data lines,
hampering expansion
4. Have to deal with ATM
complaints
5. Credit Card embossing
flattened
6. Birmingham ATM not
reading cards for 1st 2
hours of the day
M
H
H
M
H
M
L
H
M
H
H
M
L
H
M
M
M
M
1
2
3
John, CW,
20/7/15
Step 1: Situation – ATM Issues
Stakeholders
•Bank
Management
•Employees
•Customers
Criteria
•Co Image
•Customer
Service
•ATM
Reliability
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
Check your Thinking
Copyright © 2014 Thinking Dimensions. All Rights Reserved.
What do you get?
• Recognition of the Process to be used
• A team (Task Force), Competent in a Structured Intuitive Process
• Agreement on the Level and Extent of the Information to be provided
• Team Confidence attained through success and recognition
• A set of Tools, Templates and Questioning Techniques
• The Identification of the Relevant Stakeholders and Roles
• A flexible and practical Root Cause Analysis Approach
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Thinking Dimensions
The Problem Solving Tools
• PriorityWise℠ - Focus on the most important actions
• ThinkingWise℠- Establish the core issues represented in a ill-
defined problem situation
• CauseWise℠ - Focus on a common method for finding the true/root
cause
• SolutionWise℠ - Focus on a common method for making choices
and developing solutions
• RiskWise℠ - Focus on a common method for anticipating and
mitigating risks
Copyright © 2015Thinking Dimensions. All Rights Reserved.
Questions?
Please contact me at the below email should you
require any more detail on our workshops or
processes
john@thinkingdimensions.com
www.thinkingdimensionsglobal.com
Let us know if there is a topic you would like us to
cover in the future .
Please rate our slide deck.
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Jh tdg stakeholdersandprioritywise_june_2015

  • 1. Copyright © 2015 Thinking Dimensions. All Rights Reserved. Think .… Investigate Resolve Thinking Dimensions Global June 2015 John Hudson Partner Phone +44 7890 518 167 john@thinkingdimensions.com www.thinkingdimensionsglobal.com Stakeholders – The Key to Prioritising your Actions
  • 2. Copyright © 2015Thinking Dimensions. All Rights Reserved. Stakeholders – The Key to Prioritising your Actions 1. Overview of the KEPNERandFOURIE™ Processes 2. PriorityWise via Stakeholders 3. What do YOU get?
  • 3. Copyright © 2015Thinking Dimensions. All Rights Reserved. Thinking Dimensions Global Locations • Baxter International • Blue Cross Blue Shield • Barclays IT • Bosch • Caltex Oil • Carraro • Crown Cork and Seal • Dometic • Electrolux • Federal Judiciary Center • General Dynamics IT • Hollister,Inc • Infineon • BASF • Macquarie Bank IT • BT Financial IT • Stihl • Westpac IT • Maersk • Norfolk Naval Shipyard • Selig • Siemens • SITA • SKF Americas • Canada • Chile • Peru • USA EMEA • Ireland • Italy • Poland • Saudi Arabia • South Africa • Turkey • United Kingdom Asia Pacific • Australia • China • India • South Korea • Singapore
  • 4. Copyright © 2015Thinking Dimensions. All Rights Reserved. Thinking Works
  • 5. Copyright © 2015Thinking Dimensions. All Rights Reserved. Process Locator - ThinkingWorks™ NeedtotakeAction Many Issues One Technical One Generic PriorityWise CauseWise ThinkingWise Choose Alternative Find Better Alternative Have No Alternative Protect an Action Plan RiskWise SW MaxFour SW Create SW Choice
  • 6. Copyright © 2014 Thinking Dimensions. All Rights Reserved. The ThinkingWorks Toolkit • PriorityWise℠ - Focus on the most important actions • ThinkingWise℠- Establish the core issues represented in a ill-defined problem situation • CauseWise℠ - Focus on a common method for finding the true/root cause • SolutionWise℠ - Focus on a common method for making choices and developing solutions • RiskWise℠ - Focus on a common method for anticipating and mitigating risks
  • 7. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Divergent Thinking The Thinking 1. Identify the problem/incident/event 2. Gather information 3. Analyse the Information 4. Reach Conclusion Convergent Thinking Basic Phases in Thinking
  • 8. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Information Sources 1: WHAT DO YOU KNOW ABOUT THE PROBLEM SITUATION? Look at the questions on the question card, which you need to get answers for. Determine which questions you and your team would be able to answer factually and accurately? At the same time make a note who would be the most appropriate information source to answer these questions. 2: WHAT DON’T YOU KNOW ABOUT THE PROBLEM SITUATION? Which questions remain unanswered? What else do you need to know about the incident/problem situation or solution requirements to ensure the team has the best possible information to solve the problem issue?
  • 9. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Information Sources 3: WHAT ARE YOUR INFORMATION ‘GAPS’ FOR THIS PROBLEM SITUATION? Make a note of the information still needed. Agree with the team what information GAPS still exists. Agree on an action plan for whom will bring the required information to the session. 4: WHO HAS THE INFORMATION? HOW WILL YOU COLLABORATE TO GET IT? For each information GAP decide who would be the best information source to collaborate with on the issue. Ensure you collaborate with the sources closest to the incident/problem or decision.
  • 10. Copyright © 2014 Thinking Dimensions. All Rights Reserved. The Process Cards
  • 11. Copyright © 2015Thinking Dimensions. All Rights Reserved. Process Cards – PriorityWise (Card 1)
  • 12. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Process Cards – PriorityWise (Card 2)
  • 13. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Stakeholders and Information Sources The Task Force Team composition and ground rule or rules of engagement – Identification of Stakeholders and Information Sources
  • 14. Copyright © 2014 Thinking Dimensions. All Rights Reserved. • Exists for a specific time limited purpose • Members come from different disciplines within an organisation • Work at different levels within an organisation • Selected for expertise (SME’s) • History within the Organisation • Knowledge of products and customers A Task Force is a small group of people that bring together a specific set of skills to accomplish a short term task Stakeholders and Information Sources The Task Force
  • 15. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Identify Information Sources – Subject matter Experts (SME’s) to be in attendance at Task Force  Best person to provide specific information about the OBJECT and the FAULT  Best person to consult on the LOCATION and TIMING of the incident  Best to consult on Specific PATTERN of the incident  Best to consult on the objects process and PHASE of the operation  Who will provide the necessary STATISTICS, DIAGRAMS and GRAPHS  Who is working with the fault on a continuous basis  Is a VENDOR involved and do they need to be there  Do we need a FACILITATOR to help us with the questioning process  Who is at the RCA meeting that would MAKE DECISIONS on the outcome Stakeholders and Information Sources The Task Force
  • 16. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Who will be affected by the outcome of this decision? Who has the potential to influence the outcome of this decision? Influencers 3rd Party Provider End-user Customer Colleagues Statutory body IMPLEMENTERS Who has to do the work and has ‘local’ knowledge DECISION MAKER Who has the power to say ‘yes’ or ‘no’ INFLUENCERS Who could influence with ‘expert’ knowledge Decision Makers Treasurer (Funds) Management Committees Customer Implementers Staff Project Manager Contractor Stakeholders and Information Sources The Task Force
  • 17. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Steps in the Process What is Process INPUT PROCESS OUTPUT Information Facts Data Knowledge Skills Resources Time & Money 1. Gather Information Asking the right questions Questions on Cards 2. Organise Information Record the answers in templates Templates on Cards 3. Analyse Information Convergent Questions per process Question structure on cards 4. Conclusion Arrive at a mutually agreed solution Use your own experience to filter and adapt the conclusion Problem solved in such a way that we do not have a repeat occurrence
  • 18. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Flow Chart
  • 19. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise - Case Study
  • 20. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation Step 2: List issues & Challenges Plan
  • 21. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Step 2: List issues & Challenges Plan
  • 22. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues StakeholdersStep 2: List issues & Challenges Plan
  • 23. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management Step 2: List issues & Challenges Plan
  • 24. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management Step 2: List issues & Challenges Plan
  • 25. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees Step 2: List issues & Challenges Plan
  • 26. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan
  • 27. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers
  • 28. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions
  • 29. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion
  • 30. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints
  • 31. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened
  • 32. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day
  • 33. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day
  • 34. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day
  • 35. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day
  • 36. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day
  • 37. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day
  • 38. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day H
  • 39. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day H H
  • 40. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day H H H
  • 41. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M
  • 42. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M H H H
  • 43. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H H H
  • 44. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M
  • 45. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M H
  • 46. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H
  • 47. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H M M M M
  • 48. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H M M M M Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability
  • 49. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H M M M M 1 Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability
  • 50. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H M M M M 1 2 Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability
  • 51. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H M M M M 1 2 3 Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability
  • 52. Copyright © 2014 Thinking Dimensions. All Rights Reserved. PriorityWise Demo Step 2: List issues & Challenges 1 2 3 OP Plan 1. Concerned about losing contact with customers 2. Poor maintenance practices in various regions 3. Lack of data lines, hampering expansion 4. Have to deal with ATM complaints 5. Credit Card embossing flattened 6. Birmingham ATM not reading cards for 1st 2 hours of the day M H H M H M L H M H H M L H M M M M 1 2 3 John, CW, 20/7/15 Step 1: Situation – ATM Issues Stakeholders •Bank Management •Employees •Customers Criteria •Co Image •Customer Service •ATM Reliability
  • 53. Copyright © 2014 Thinking Dimensions. All Rights Reserved. Check your Thinking
  • 54. Copyright © 2014 Thinking Dimensions. All Rights Reserved. What do you get? • Recognition of the Process to be used • A team (Task Force), Competent in a Structured Intuitive Process • Agreement on the Level and Extent of the Information to be provided • Team Confidence attained through success and recognition • A set of Tools, Templates and Questioning Techniques • The Identification of the Relevant Stakeholders and Roles • A flexible and practical Root Cause Analysis Approach
  • 55. Copyright © 2015Thinking Dimensions. All Rights Reserved. Thinking Dimensions The Problem Solving Tools • PriorityWise℠ - Focus on the most important actions • ThinkingWise℠- Establish the core issues represented in a ill- defined problem situation • CauseWise℠ - Focus on a common method for finding the true/root cause • SolutionWise℠ - Focus on a common method for making choices and developing solutions • RiskWise℠ - Focus on a common method for anticipating and mitigating risks
  • 56. Copyright © 2015Thinking Dimensions. All Rights Reserved. Questions? Please contact me at the below email should you require any more detail on our workshops or processes john@thinkingdimensions.com www.thinkingdimensionsglobal.com Let us know if there is a topic you would like us to cover in the future . Please rate our slide deck. What are we doing well? How can we make it better? Follow us: