Top 6 Behaviours to Improve Your Organization by Paul Heidema 2019
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This document outlines Paul J. Heidema's approach to leading large-scale organizational transformations. It discusses establishing clear goals and identifying crucial moments. It also covers selecting vital behaviors and leveraging the six sources of influence - personal motivation/ability, social motivation/ability, and structural motivation/ability. An example transformation at a 100-person department seeking to adopt Scrum is provided where this approach was used to dramatically shift culture and outcomes. Heidema advocates applying all six sources of influence together to overcome complex, persistent challenges.
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Top 6 Behaviours to Improve Your Organization by Paul Heidema 2019
- 2. Introduction • Be aware of the context for a large change initiative • “Ecosystem” – an interconnected grouping of people, departments, and other pieces. • Agile is not the goal, agile can be a means for the real goal • There is plenty of scientific research that identifies high-leverage behaviours will lead to better outcomes and results • Verbal persuasion (speeches, threats, etc.) have no scientific proof that it is effective at all. Instead let’s shift our approach to utilizing vital behaviours that are coupled with a broad and systematic approach to over-determining success. Paul J. Heidema
- 3. Pinpoint Clear Results Paul J. Heidema
- 4. Pinpoint Clear Results • Before jumping into an adoption or transformation, it is important to identify what you really want. Often called measurable results! • For example, you may be having a conversation with your spouse or partner about planning an upcoming vacation… • Table Discussion: what do you and your stakeholders really want? What is the outcome your want to achieve? For the release? For the product? Follow the SMART format for goals. Paul J. Heidema
- 5. Smart Goals Paul J. Heidema • What do you I want to accomplish? • Why is this goal important? • How much? • How will I know when it is accomplished? • How can I accomplish this goal? • How realistic is this goal based on other constraints? • Does this seem worthwhile? • Does this match our other efforts/needs? • By what date will I accomplish this goal? • What timing makes sense for this goal? Example Example Example Example Example Deliver a useable mobile app for customer “x” … with login, accounts, e-transfer, and deposits … using React and my team in area “y” … to help achieve our corporate adoptions goals … by June 15.
- 6. Identify Crucial Moments Paul J. Heidema
- 7. Identify Crucial Moments • Once you understand the ultimate measurable results for your area, now is the time to identify the crucial moments – time when behavior puts success at risk. (positive response/action or negative) • Example 1 – At what point in a discussion with a peer or manager can that person either choose a behaviour that could put your motivation or ability to achieve success at risk? (may not achieve sprint goal) • Table Discussion: what are the 1-3 crucial moments related to your measurable results? What could derail your goals? Paul J. Heidema
- 8. Select Vital Behaviours Paul J. Heidema
- 9. Select Vital Behaviours • Continuing on our journey, we will now discover our candidate vital behaviours. One technique is to learn from positive deviants – look to those who live in the same world but produce positive results. • Example 1 – to loose weight the research tells us that there are 3 vital behaviours (1) exercise on home equipment, (2) eat breakfast, and (3) weigh yourself every day • Example 2 – within a group of people there are a handful of individuals that have respect from their peers without using verbal threats. What unique behaviours do they exhibit? • Table Discussion: what are the 1-5 candidate vital behaviours that may shift everything and give you the results you desire? Paul J. Heidema
- 10. Six Sources of Influence Paul J. Heidema
- 11. Six Sources of Influence • There are 3 areas and two pillars each that together can overdetermine success. We don’t want to just hope for or bet a couple of strategies, we want to near guarantee success. • Personal Motivation • Personal Ability • Social Motivation • Social Ability • Structural Motivation • Structural Ability • Let’s start with… Paul J. Heidema
- 12. Personal Motivation & Personal Ability Paul J. Heidema
- 13. Personal Motivation and Personal Ability • Two questions must be asked by yourself and others to determine if people will adopt your vital behaviours: 1. Can I do this behaviour? 2. Will it be worth it? • These 2 questions help us focus an individual’s motivation and ability to take on this new change or behaviour. (Example: snake phobia) • Table Discussion: what 2+ strategies will you use to help people connect to the motivation of doing the vital behaviours? And what 2+ strategies will you help them gain the ability to carry out the behaviours? • HINTS: fields trips, meaningful story… and deliberate practice Paul J. Heidema
- 14. Social Motivation & Social Ability Paul J. Heidema
- 15. Social Motivation and Social Ability • Now that we have identified two or more strategies for both personal motivation and for personal ability, we continue with social motivation and ability • Social groups and relationships greatly influence our thoughts, emotions, and behaviours – which directly impacts results. (Example: Delancey Street Foundation and crews over gangs) • Table Discussion: what 2+ strategies will you employ to support social motivation and for social ability? • HINTS: opinion leaders, modeling, shared experiences Paul J. Heidema
- 16. Structural Motivation & Structural Ability Paul J. Heidema
- 17. Structural Motivation and Structural Ability • On to the last step in the six sources of influencer, structural motivation and ability. • We shift to focus on changing our economy such as rewards, punishments. (Example: Guinea Worm Disease – t-shirt for stopping people from water supply & water filter) • Table Discussion: what 2+ strategies will you employ to support structural motivation and for structural ability? • HINTS: ability – consider the physical space, data, cues, and tools Paul J. Heidema
- 18. Paul J. Heidema
- 19. Influencer Model Overdetermine success by utilizing all 6 sources of influence. Complex, persistent, and resistant challenges have been overcome through the use of all of these six sources of influence together. • Example 1: The Guinea Worm Disease which have gone from 3.5 million per year (in infections) in 1986 to 25 human cases in 2016. • Example 2: Delancey Street Foundation which has thousands of success stories with shifting hardened criminals into positive community members and the changes last a lifetime. It was founded in 1971. Paul J. Heidema
- 20. The CBC Story Paul J. Heidema
- 21. The CBC Story • 100-person department w/ management seeking their group to be trained in Scrum (an agile framework) • We learned that the staff felt beaten up and depressed • We proposed two options: blue pill or red pill (from the Matrix movie) – the 11 directors chose red pill (to dive deeper into the problem and try to revolve it) • They went through many experiences to unpack the issues and then begin the healing journey • It led to high trust with management and then the department, and a dramatic shift in the culture and outcomes of the group • We utilized the six sources of influence to over-determine success with the engagement and the department Paul J. Heidema
- 22. Paul J. Heidema CEO at SparkActa Inc. | Organizational Gardener Paul J. Heidema consults, coaches and guides senior management and teams to look for possibilities to improve their results and improve their organization. He leads large-scale organizational transformations to achieve lasting results in: building a culture that supports trust and growth, leadership coaching to mentor others, organizational effectiveness in processes, agile mindset, and systems thinking. SparkActa Inc.: http://wwwSparkActa.com LinkedIn: https://www.linkedin.com/in/paulheidema/
- 23. The Book & More Learning Paul J. Heidema • The audio book is phenomenal • Plenty of great examples and stories on how to take on persistent and resistant challenges • Based on research and written over many years About holding difficult conversations with finesse. Good audio book! Understanding the various types of organizations (illustrated version) 3-4 hour read!
Editor's Notes
- Give context for a large change initiative Describe the term “ecosystem” Agile is not the goal, agile can be a means for the real goal There is plenty of scientific research that identifies high-leverage behaviours will lead to better outcomes and results
- Before jumping into an adoption or transformation, it is important to identify what you really want. Often called measurable results! For example, you may be having a conversation with your spouse or partner about planning an upcoming vacation… Table Discussion: what do you and your stakeholders really want? What is the outcome your want to achieve? For the release? For the product? Follow the SMART format for goals.
- Once you understand the ultimate measurable results for your area, now is the time to identify the crucial moments – time when behavior puts success at risk. (positive response/action or negative) Example 1 – At what point in a discussion with a peer or manager can that person either choose a behaviour that could put your motivation or ability to achieve success at risk? (may not achieve sprint goal) Table Discussion: what are the 1-3 crucial moments related to your measurable results? What could derail your goals?
- Continuing on our journey, we will now discover our candidate vital behaviours. One technique is to learn from positive deviants – look to those who live in the same world but produce positive results. Example 1 – to loose weight the research tells us that there are 3 vital behaviours (1) exercise on home equipment, (2) eat breakfast, and (3) weigh yourself every day Example 2 – within a group of people there are a handful of individuals that have respect from their peers without using verbal threats. Table Discussion: what are the 1-5 candidate vital behaviours that may shift everything and give you the results you desire?
- There are 3 areas and two pillars each that together can overdetermine success. We don’t want to just hope for or bet a couple of strategies, we want to near guarantee success. Personal Motivation Personal Ability Social Motivation Social Ability Structural Motivation Structural Ability Let’s start with…
- Two questions must be asked by yourself and others to determine if people will adopt your vital behaviours: Can I do this behaviour? Will it be worth it? These 2 questions help us focus an individual’s motivation and ability to take on this new change or behaviour. (Example: snake phobia) Table Discussion: what 2+ strategies will you use to help people connect to the motivation of doing the vital behaviours? And what 2+ strategies will you help them gain the ability to carry out the behaviours? HINTS: fields trips, meaningful story… and deliberate practice
- Now that we have identified two or more strategies for both personal motivation and for personal ability, we continue with social motivation and ability Social groups and relationships greatly influence our thoughts, emotions, and behaviours – which directly impacts results. (Example: Delancey Street Foundation and crews over gangs) Table Discussion: what 2+ strategies will you employ to support social motivation and for social ability? HINTS: opinion leaders, modeling, shared experiences
- On to the last step in the six sources of influencer, structural motivation and ability. We shift to focus on changing our economy such as rewards, punishments. (Example: Guinea Worm Disease – t-shirt for stopping people from water supply & water filter) Table Discussion: what 2+ strategies will you employ to support structural motivation and for structural ability? HINTS: ability – consider space, data, cues, and tools
- Overdetermine success by utilizing all 6 sources of influence. Complex, persistent, and resistant challenges have been overcome through the use of all of these six sources of influence together. Example 1: The Guinea Worm Disease which have gone from 3.5 million per year in 1986 to 25 human cases in 2016. Example 2: Delancey Street Foundation which has thousands of success stories with shifting hardened criminals into positive community members and the changes last a lifetime (founded 1971)
- Q&A – what challenges are you facing that you have not overcome?