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Hang On – Change is Here!
Arlin Sorensen
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
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
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
FORCES OF CHANGE
Are You Ready to Transform?
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
In a Picture
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
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
The Workforce
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
CHANGE #1:
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
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
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
The Buyer’s Journey
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
CHANGE #2:
Buyers Journey
They Buy We Sell
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Avenues of
conversation
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Business Model
Disruption
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
CHANGE #3:
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Technology
Adoption
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
CHANGE #4:
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Technology Areas Coming or Already Here
• Cloud
• IoT
• Security, security, security
• Compliance
• Big Data Analytics and Storage
• True Disaster Recovery
• Blockchain/Bitcoin
• Hyper Converged Infrastructure
• Artificial Intelligence – Machine Learning
• Autonomy
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
These things
didn’t exist
25 years ago
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Connected FarmConfidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Smart CitiesConfidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
5
Key
Responses
STRATEGY
Its leadership thinking…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
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
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
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
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.
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
RHYTHM
You’re the maestro of your business…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Execution Modelby Patrick Lencioni
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
CULTURE
It eats strategy for breakfast…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
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
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
What does your team
think?
We use 6Q surveys to
find out bi-weekly
LEGACY
It all begins with a written plan…
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Two Ways to Leave a Legacy
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
168
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Response to Change:
• Reject
• Resist
• Undermine
• Leave
• Embrace
• Lead
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
“Vision without execution is
hallucination.”
Thomas Edison
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
Questions?
Thank you for joining us

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Hang on - Change is Here

  • 1. Hang On – Change is Here! Arlin Sorensen
  • 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
  • 6. In a Picture Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 7. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
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  • 9. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 10. 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
  • 12. The Workforce Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved CHANGE #1:
  • 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
  • 14. 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
  • 16. The Buyer’s Journey Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved CHANGE #2:
  • 17. Buyers Journey They Buy We Sell Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 18. Avenues of conversation Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 19. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 20. Business Model Disruption Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved CHANGE #3:
  • 21. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 22. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 23. Technology Adoption Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved CHANGE #4:
  • 24. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 25. Technology Areas Coming or Already Here • Cloud • IoT • Security, security, security • Compliance • Big Data Analytics and Storage • True Disaster Recovery • Blockchain/Bitcoin • Hyper Converged Infrastructure • Artificial Intelligence – Machine Learning • Autonomy Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 26. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved These things didn’t exist 25 years ago
  • 27. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 28. Connected FarmConfidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 29. Smart CitiesConfidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 30. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 31. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved 5 Key Responses
  • 32. STRATEGY Its leadership thinking… Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 33. 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
  • 36. 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. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 38. RHYTHM You’re the maestro of your business… Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 39. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 40. Execution Modelby Patrick Lencioni Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 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
  • 45. Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved
  • 46. Two Ways to Leave a Legacy Confidential and Proprietary. HTG Peer Groups - 2018 All Rights Reserved 168
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  • 48. 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