www.blionline.org
Management by Sticky Notes	

Collaborative Results Made Easy	

	

#MBSN	

	

Tom Hood, CPA, CITP, CGMA	

CEO	

Maryland Association of CPAs	

Business Learning Institute
Tom Hood, CPA, CITP, CGMA!
Tom Hood, CPA, CITP, CGMA
CEO
MACPA www.macpa.org
and
Business Learning Institute (BLI)
www.blionline.org!
http://www.linkedin.com/in/tomhood/!
If there is a conversation about the future of
the profession, you're bound to hear Hood's
name mentioned as one of the people
leading the way.
– Accounting Today Magazine!
•  Named the Second Most Influential in
Accounting by Accounting Today Magazine
2013
•  Linked-In Top 150 Influencer
•  Top 25 Influencers in Learning & HR by HR
Examiner
•  Top 25 Thought Leaders in Public Accounting
by CPA Practice Adviser
•  Working on Learning Management with AICPA/
CPA2Biz, Cloud Curriculum, Performance
Management !
http://macpa.cnf.io!
!
Respond to a Poll!
Ask a Question!
Select the session:
Interchange #MBSN
Download today’s slides at …	

www.SlideShare.net/thoodcpa
What do you notice?
The Problem	

70%
The solution?	

Management by Sticky Notes	

#MBSN
What not to do…	

https://www.youtube.com/watch?
feature=player_detailpage&v=cy9B7a8poF4
“In order to buy-in,
people have to
weigh-in.”	

- Pat Lencioni
Interchange	

an act or instance of interchanging; reciprocal exchange
Exchanging what?
Ideas
“None of us us as
smart as all of us.”	

-Dr. Ken Blanchard
 
CEOs	
  have	
  a	
  new	
  strategy	
  in	
  the	
  unending	
  war	
  for	
  
talent.	
  They	
  are	
  crea9ng	
  more	
  open	
  and	
  collabora9ve	
  
cultures	
  —	
  encouraging	
  employees	
  to	
  connect,	
  learn	
  
from	
  each	
  other	
  and	
  thrive	
  in	
  a	
  world	
  of	
  rapid	
  change.	
  	
  
	
  
Collabora9on	
  is	
  the	
  number-­‐one	
  trait	
  CEOs	
  are	
  seeking	
  
in	
  their	
  employees.	
  –	
  IBM	
  Global	
  CEO	
  Study	
  2012	
  
The	
  collaboration curve	
  is	
  replacing	
  
the	
  experience	
  curve	
  
“The organizations that will
become the household names of
this century will be renowned for
sustained, large-scale, efficient
innovation.
The key to that capability is
neither company loyalty nor free-
agent autonomy but, rather, a
strong collaborative community.”
HBR, July-August 2011
Why?	

“We are moving from
organizations well
managed to
networks well led.”	

- Jim Collins
If you can run the company a bit more collaboratively, you get a better
result, because you have more bandwidth and checking and balancing
going on. – Larry ‘Google’ Page
In the long history of
humankind (and animal kind,
too) those who learned to
collaborate and improvise
most effectively have
prevailed – Charles Darwin
It’s Official
2014 is The Year of the Sticky!	

#MBSN	

 #YearoftheSticky
What is MBSN?	

Management by Sticky Notes
MBSN Principles	

•  Wisdom of the crowd	

•  Participation and engagement	

•  Ideas are portable (sticky
notes)	

•  Making your thinking visible to
others	

•  Buy-in from co-creation
How have we used it?
CPA Horizons 2025
www.blionline.org
Listen, Listen, Listen	

Participation, Participation, Participation	

•  Only one idea per stickie note	

•  Write big and neat with markers	

•  Ideal group size 6 – 8 people	

•  Pods of 30 – 40 people	

•  Process	

•  IndividualThinking and Writing (3 – 5 minutes)	

•  Small Group discussion and consensus (write top 3-5
best ideas on stickies per table)	

•  Big Group Synthesis and Agreement	

	

Facilitation	

Wikipedia - is any activity that makes tasks for others easy
www.blionline.org
•  Participation rule – Be absent or present but not
both!	

•  Share the air with each other	

•  Give the ideas time to live (they are fragile)	

•  Link and build	

•  Ground rules for consensus building	

•  Love it	

•  Like it	

•  Live with it (must have this or keep discussing or move on)	

	

Facilitation
What about your introverts?
What about these guys?	

Colleagues Against
Virtually
Everything!
What we believe…
Finding your competitive edge – turning the flywheel	

“It is hard to plan for the long term future when
you don’t know what is going to happen five
minutes from now. Today, a competitive edge is
thin and temporary; the edge quickly becomes
the margin.
The ability to define the edge, and the ultimate
competitive advantage, is found in the smarts,
heart and ingenuity of your people - that's your
powerhouse. Tap that, train it, focus it and
mobilize it; now you've engaged your network and
inspired a sustainable shift.”
www.blionline.org
Listen, Listen, Listen	

Participation, Participation, Participation	

•  Setup exercise – instructions	

•  Ground rules for consensus building	

•  Love it	

•  Like it	

•  Live with it (must have this or keep discussing or move on)	

•  #MBSN - Management by Sticky Notes	

•  Only one idea per stickie note	

•  IndividualThinking and Writing (3 – 5 minutes)	

•  Small Group discussion and consensus (write top 3-5 best ideas
on stickies per table)	

•  Big Group Synthesis and Agreement
The Process	

•  General Session MBSN – What are the Top Five
Issues/Trends and the Time to Address is Now	

•  5 mins to think and write	

•  20 mins to discuss and create top 5	

•  5 minutes to create the top 5 stickies	

•  Consolidate the rounds – four corners 15 minutes
– Each corner consolidates from their groups of
tables and clusters the like issues into Top Five
ideas	

•  Report out from each corner - 15 minutes	

•  Move to Breakouts
Brainstorm
Breakouts – Strategy Cafes	

Ideas for Action – How can we add / create value
from these top trends/issues?	

•  Create a poster of the Top Five from General Session	

•  Show of hands for which topic to work on	

•  Round 1at tables = 20 mins	

•  5 mins to think individually	

•  15 mins to discuss and create top 5	

•  Report Out – Progressive Post = 20 mins	

•  Call tables by number up to put top 5 stickies and
cluster as they go (think buffet line at wedding)	

•  Dot Vote final group of stickies in room and recap
(10 minutes)

Interchange - Management by Sticky Notes - Collaboration Made Easy

  • 1.
    www.blionline.org Management by StickyNotes Collaborative Results Made Easy #MBSN Tom Hood, CPA, CITP, CGMA CEO Maryland Association of CPAs Business Learning Institute
  • 2.
    Tom Hood, CPA,CITP, CGMA! Tom Hood, CPA, CITP, CGMA CEO MACPA www.macpa.org and Business Learning Institute (BLI) www.blionline.org! http://www.linkedin.com/in/tomhood/! If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. – Accounting Today Magazine! •  Named the Second Most Influential in Accounting by Accounting Today Magazine 2013 •  Linked-In Top 150 Influencer •  Top 25 Influencers in Learning & HR by HR Examiner •  Top 25 Thought Leaders in Public Accounting by CPA Practice Adviser •  Working on Learning Management with AICPA/ CPA2Biz, Cloud Curriculum, Performance Management !
  • 3.
    http://macpa.cnf.io! ! Respond to aPoll! Ask a Question! Select the session: Interchange #MBSN
  • 4.
    Download today’s slidesat … www.SlideShare.net/thoodcpa
  • 5.
    What do younotice?
  • 6.
  • 7.
    The solution? Management bySticky Notes #MBSN
  • 8.
    What not todo… https://www.youtube.com/watch? feature=player_detailpage&v=cy9B7a8poF4
  • 9.
    “In order tobuy-in, people have to weigh-in.” - Pat Lencioni
  • 10.
    Interchange an act orinstance of interchanging; reciprocal exchange
  • 11.
  • 12.
  • 13.
    “None of usus as smart as all of us.” -Dr. Ken Blanchard
  • 14.
      CEOs  have  a  new  strategy  in  the  unending  war  for   talent.  They  are  crea9ng  more  open  and  collabora9ve   cultures  —  encouraging  employees  to  connect,  learn   from  each  other  and  thrive  in  a  world  of  rapid  change.       Collabora9on  is  the  number-­‐one  trait  CEOs  are  seeking   in  their  employees.  –  IBM  Global  CEO  Study  2012  
  • 15.
    The  collaboration curve  is  replacing   the  experience  curve   “The organizations that will become the household names of this century will be renowned for sustained, large-scale, efficient innovation. The key to that capability is neither company loyalty nor free- agent autonomy but, rather, a strong collaborative community.” HBR, July-August 2011
  • 16.
    Why? “We are movingfrom organizations well managed to networks well led.” - Jim Collins
  • 17.
    If you canrun the company a bit more collaboratively, you get a better result, because you have more bandwidth and checking and balancing going on. – Larry ‘Google’ Page
  • 18.
    In the longhistory of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed – Charles Darwin
  • 20.
    It’s Official 2014 isThe Year of the Sticky! #MBSN #YearoftheSticky
  • 21.
    What is MBSN? Managementby Sticky Notes
  • 22.
    MBSN Principles •  Wisdomof the crowd •  Participation and engagement •  Ideas are portable (sticky notes) •  Making your thinking visible to others •  Buy-in from co-creation
  • 23.
    How have weused it?
  • 24.
  • 25.
    www.blionline.org Listen, Listen, Listen Participation,Participation, Participation •  Only one idea per stickie note •  Write big and neat with markers •  Ideal group size 6 – 8 people •  Pods of 30 – 40 people •  Process •  IndividualThinking and Writing (3 – 5 minutes) •  Small Group discussion and consensus (write top 3-5 best ideas on stickies per table) •  Big Group Synthesis and Agreement Facilitation Wikipedia - is any activity that makes tasks for others easy
  • 26.
    www.blionline.org •  Participation rule– Be absent or present but not both! •  Share the air with each other •  Give the ideas time to live (they are fragile) •  Link and build •  Ground rules for consensus building •  Love it •  Like it •  Live with it (must have this or keep discussing or move on) Facilitation
  • 27.
    What about yourintroverts?
  • 28.
    What about theseguys? Colleagues Against Virtually Everything!
  • 29.
    What we believe… Findingyour competitive edge – turning the flywheel “It is hard to plan for the long term future when you don’t know what is going to happen five minutes from now. Today, a competitive edge is thin and temporary; the edge quickly becomes the margin. The ability to define the edge, and the ultimate competitive advantage, is found in the smarts, heart and ingenuity of your people - that's your powerhouse. Tap that, train it, focus it and mobilize it; now you've engaged your network and inspired a sustainable shift.”
  • 30.
    www.blionline.org Listen, Listen, Listen Participation,Participation, Participation •  Setup exercise – instructions •  Ground rules for consensus building •  Love it •  Like it •  Live with it (must have this or keep discussing or move on) •  #MBSN - Management by Sticky Notes •  Only one idea per stickie note •  IndividualThinking and Writing (3 – 5 minutes) •  Small Group discussion and consensus (write top 3-5 best ideas on stickies per table) •  Big Group Synthesis and Agreement
  • 31.
    The Process •  GeneralSession MBSN – What are the Top Five Issues/Trends and the Time to Address is Now •  5 mins to think and write •  20 mins to discuss and create top 5 •  5 minutes to create the top 5 stickies •  Consolidate the rounds – four corners 15 minutes – Each corner consolidates from their groups of tables and clusters the like issues into Top Five ideas •  Report out from each corner - 15 minutes •  Move to Breakouts
  • 32.
  • 33.
    Breakouts – StrategyCafes Ideas for Action – How can we add / create value from these top trends/issues? •  Create a poster of the Top Five from General Session •  Show of hands for which topic to work on •  Round 1at tables = 20 mins •  5 mins to think individually •  15 mins to discuss and create top 5 •  Report Out – Progressive Post = 20 mins •  Call tables by number up to put top 5 stickies and cluster as they go (think buffet line at wedding) •  Dot Vote final group of stickies in room and recap (10 minutes)