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© Club Urba-EA
MOBILIZE AND CONVINCE STAKEHOLDERS OF EA ACTIVITIES
EXTRACT FROM THE FINAL REPORT
Daniel BRETON - Michel DARDET
December 2016
2016 PROJECT
© Club Urba-EA 2
An efficient management of all stakeholders is key
to ensure the relevance and success of EA activities,
by securing their commitment to agreed upon common targets
while taking into consideration each one expectations and concerns
FOREWORD
Architects must adapt their scenarios
and recommendations, balancing
responses to enterprise challenges
with a greater attention
to be given to individual
contexts and requirements
IT systems proliferation
in the very heart of all businesses
and everyone activities imposes
to take into account the diversity of
the main actors’ wishes and goals,
beyond the common needs
© Club Urba-EA 3
EXEC SUMMARY
In 2016, a group of 20 members of Club Urba-EA, representing 17 large organizations, shared their experiences of the challenges,
practices and tactics to Mobilize and Convince Stakeholders involved in the course of Enterprise Architecture activities.
Hereunder is the summary of their findings et recommendations.
Architects must acknowledge the need for an effective management of all stakeholders involved in their activities
and should integrate an appropriate approach as part of their working practices
To efficiently develop its activities and demonstrate its value, EA must also focus on mobilizing and convincing all parties involved in
the development of the scenarios and those impacted by the proposed outcomes.
Identifying and understanding each one professional drivers, as well as personal motivations, is required to best adapt EA working
process and improve scenarios, considering the diversity of viewpoints and bringing them together around common objectives, while
securing key players support and overcoming as much resistance as possible.
Although there is no “magic formula” applying to all situations, practices exist that have fed the workgroup approach based on 3
simple clues, WHO, WHAT/WHY, HOW
© Club Urba-EA 4
EXEC SUMMARY
WHO, To Who, With Who WHAT, WHY
HOW
Identify and characterize all stakeholders potentially involved
or impacted
 Decision makers, Actors (knowledgeable people to involve),
Influencers (opinion leaders, experts, prescribers…)
 Define each one level of commitment and support, given their
functions in the organization as well as their personal behavior
regarding the subject
Specify EA expectations,
 Main stakeholders’ roles and contributions to the development
and support of the subject, as expected by EA
Understand the motivation or resistance drivers from the
viewpoint of each stakeholder
 Who is likely to win, who is at risk of loosing, are they potential
conflicting interests…
 Areas of interest, concerns, objections, risks as perceived, directly,
indirectly…
Define the appropriate tactics to mobilize “Allies” and control “Opponents”, for instance:
 Involve key contributors in a co-development of scenarios and
recommendations, as well as in the communication and decision process
 Secure a proper level of support by sponsor and decision makers
during the entire process, up to the formal validation of the results
 Adapt rational and communication material according to each main
stakeholder role, involvement, business culture and business language
 Be open to adjust defined solutions and milestones to critical
“local” constraints, as long as they do not corrupt the agreed upon
target and roadmap
 Identify and gain support from key Influencers, in particular
internal cross-organization “prescribers” such as finance, security,
regulation…
© Club Urba-EA
Extracts from the final report
The full report (in french) is available to Club Urba-EA members
© Club Urba-EA 6
WORKING GROUP
Contributing Organizations
Facilitation
 Daniel BRETON  Michel DARDET
© Club Urba-EA 7
EA STAKEHOLDERS TYPOLOGY
DECISION ACTION
INFLUENCE
 Sponsor
• (delegated) Requester
 Decision Makers
• Excom members, Business heads, CIO…
 « Pilot »
• Project leader, Program manager…
 Knowledge contributors
• Business, IS…
 Other actors impacted
• Application heads – Project team – Operators…
• End Users representatives…
 « their Voices Matter » – Experts, opinion leaders, middle managers …
 « cross-organization Prescribers » - Finance, HR, security, compliance…
 « Third Parties » - Business partners, contractors, editors, providers, IS…
© Club Urba-EA 8
WHY MANAGING STAKEHOLDERS?
Experience shows that it is challenging to obtain a strong consensus from
multiple parties involved in complex systems.
Their individual concerns are usually badly addressed. Their motivations,
interests, doubts, risks evaluation are as different as they are stakeholders
directly and indirectly involved and impacted.
Thus it is essential to identify all of them as early as possible to anticipate on
their impact on EA activities, understand their expectations and fears, secure
their contribution, mobilize the allies and control the opponents.
Issues are too often identified and addressed as we go, i.e. too late to avoid
negative impacts on the course of activities and proposals.
Alternatively, potential allies may be just ignored or identified and mobilized
at a too late stage.
If the anticipated contribution of each
stakeholder is supposed to be known,
according to each one position and mission in
the organization and/or in the project…
reality is that each one commitments, personal
motivations, may deeply impact the process
and successful completion of EA activities…
whatever the stakeholder and whatever the
relevance of the proposed scenarios regarding
enterprise challenges and objectives.
Ultimately, Stakeholders’ management is primarily about
securing the development and relevance of EA activities and recommendations,
while valuating each one contributions and taking into account each one concerns
© Club Urba-EA 9
A SIMPLE 4 STEPS FRAMEWORK
In the context of this study, the workgroup
built upon a “simplified” framework focusing
on 3 main driving factors common to
stakeholder management methodologies.
 WHO, TO WHO, WITH WHO
who is involved/impacted, who is going to
help, who to convince, who to manage…
 WHAT, WHY
What are the objectives and challenges to
address, as perceived by EA and as perceived
by people involved (interests, risks,
resistances …)
 HOW
How to proceed to best communicate on the
subject, rational, proposals.
Tactics, languages, scenarios…
IDENTIFY & CHARACTERIZE STAKEHOLDERS
DEFINE HOW TO MOTIVATE STAKEHOLDERS
1
4
 Direct & indirect stakeholders - Roles & behaviors
 Who to involve and convince
 Project value for each stakeholder. Expected synergies
 Potential conflicts of interests…
 How to best sell the subject, which arguments and
recommendations to best motivate and overcome oppositions
SPECIFY EXPECTATIONS FROM EA2
 Implicit expectations according to stakeholders positions in the organization
 Specific inputs in the project context
UNDERSTAND STAKEHOLDERS VIEWPOINT3
WHO
HOW
© Club Urba-EA 10
FORMAL ATTITUDE PERSONAL BEHAVIOR
STAKEHOLDER PROFILE REGARDING THE PROJECT
Role & Responsibilities
within the organization
Role & Responsibilities
in the project
Behavior in the organization
Behavior in the project
Support Levers ConflictsResistances
STAKEHOLDERS ATTITUDE DRIVERS
Different kind of drivers contribute in defining
each stakeholder’s attitude (behavior, support,
contribution…) regarding a given subject /
project
 Drivers linked to the position in the
organization – function, role, mission…
 Drivers linked to the role in the project -
mandate, objectives, engagement…
 Personal drivers – personal conduct, interest
in the subject, fears, leadership quality…
Additionally, stakeholders might be involved in
several projects that may lead to different even
conflicting attitudes and motivations.
© Club Urba-EA 11
ABOUT CLUB URBA-EA
Business requirements, digital firms, IS transformation, mastery of data, technological opportunities...
Club Urba-EA discusses on topics of Enterprise Architecture (EA) from the perspective of experience feedbacks.
Club Urba-EA is an inter-business association created in 2000 by AXA, FNAC, ORESYS, RATP, SUEZ, Lyonnaise des Eaux.
The club is a professional non-profit organization.
More information @
www.urba-ea.org

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Mobilize & Convince Stakeholders of EA Activities

  • 1. © Club Urba-EA MOBILIZE AND CONVINCE STAKEHOLDERS OF EA ACTIVITIES EXTRACT FROM THE FINAL REPORT Daniel BRETON - Michel DARDET December 2016 2016 PROJECT
  • 2. © Club Urba-EA 2 An efficient management of all stakeholders is key to ensure the relevance and success of EA activities, by securing their commitment to agreed upon common targets while taking into consideration each one expectations and concerns FOREWORD Architects must adapt their scenarios and recommendations, balancing responses to enterprise challenges with a greater attention to be given to individual contexts and requirements IT systems proliferation in the very heart of all businesses and everyone activities imposes to take into account the diversity of the main actors’ wishes and goals, beyond the common needs
  • 3. © Club Urba-EA 3 EXEC SUMMARY In 2016, a group of 20 members of Club Urba-EA, representing 17 large organizations, shared their experiences of the challenges, practices and tactics to Mobilize and Convince Stakeholders involved in the course of Enterprise Architecture activities. Hereunder is the summary of their findings et recommendations. Architects must acknowledge the need for an effective management of all stakeholders involved in their activities and should integrate an appropriate approach as part of their working practices To efficiently develop its activities and demonstrate its value, EA must also focus on mobilizing and convincing all parties involved in the development of the scenarios and those impacted by the proposed outcomes. Identifying and understanding each one professional drivers, as well as personal motivations, is required to best adapt EA working process and improve scenarios, considering the diversity of viewpoints and bringing them together around common objectives, while securing key players support and overcoming as much resistance as possible. Although there is no “magic formula” applying to all situations, practices exist that have fed the workgroup approach based on 3 simple clues, WHO, WHAT/WHY, HOW
  • 4. © Club Urba-EA 4 EXEC SUMMARY WHO, To Who, With Who WHAT, WHY HOW Identify and characterize all stakeholders potentially involved or impacted  Decision makers, Actors (knowledgeable people to involve), Influencers (opinion leaders, experts, prescribers…)  Define each one level of commitment and support, given their functions in the organization as well as their personal behavior regarding the subject Specify EA expectations,  Main stakeholders’ roles and contributions to the development and support of the subject, as expected by EA Understand the motivation or resistance drivers from the viewpoint of each stakeholder  Who is likely to win, who is at risk of loosing, are they potential conflicting interests…  Areas of interest, concerns, objections, risks as perceived, directly, indirectly… Define the appropriate tactics to mobilize “Allies” and control “Opponents”, for instance:  Involve key contributors in a co-development of scenarios and recommendations, as well as in the communication and decision process  Secure a proper level of support by sponsor and decision makers during the entire process, up to the formal validation of the results  Adapt rational and communication material according to each main stakeholder role, involvement, business culture and business language  Be open to adjust defined solutions and milestones to critical “local” constraints, as long as they do not corrupt the agreed upon target and roadmap  Identify and gain support from key Influencers, in particular internal cross-organization “prescribers” such as finance, security, regulation…
  • 5. © Club Urba-EA Extracts from the final report The full report (in french) is available to Club Urba-EA members
  • 6. © Club Urba-EA 6 WORKING GROUP Contributing Organizations Facilitation  Daniel BRETON  Michel DARDET
  • 7. © Club Urba-EA 7 EA STAKEHOLDERS TYPOLOGY DECISION ACTION INFLUENCE  Sponsor • (delegated) Requester  Decision Makers • Excom members, Business heads, CIO…  « Pilot » • Project leader, Program manager…  Knowledge contributors • Business, IS…  Other actors impacted • Application heads – Project team – Operators… • End Users representatives…  « their Voices Matter » – Experts, opinion leaders, middle managers …  « cross-organization Prescribers » - Finance, HR, security, compliance…  « Third Parties » - Business partners, contractors, editors, providers, IS…
  • 8. © Club Urba-EA 8 WHY MANAGING STAKEHOLDERS? Experience shows that it is challenging to obtain a strong consensus from multiple parties involved in complex systems. Their individual concerns are usually badly addressed. Their motivations, interests, doubts, risks evaluation are as different as they are stakeholders directly and indirectly involved and impacted. Thus it is essential to identify all of them as early as possible to anticipate on their impact on EA activities, understand their expectations and fears, secure their contribution, mobilize the allies and control the opponents. Issues are too often identified and addressed as we go, i.e. too late to avoid negative impacts on the course of activities and proposals. Alternatively, potential allies may be just ignored or identified and mobilized at a too late stage. If the anticipated contribution of each stakeholder is supposed to be known, according to each one position and mission in the organization and/or in the project… reality is that each one commitments, personal motivations, may deeply impact the process and successful completion of EA activities… whatever the stakeholder and whatever the relevance of the proposed scenarios regarding enterprise challenges and objectives. Ultimately, Stakeholders’ management is primarily about securing the development and relevance of EA activities and recommendations, while valuating each one contributions and taking into account each one concerns
  • 9. © Club Urba-EA 9 A SIMPLE 4 STEPS FRAMEWORK In the context of this study, the workgroup built upon a “simplified” framework focusing on 3 main driving factors common to stakeholder management methodologies.  WHO, TO WHO, WITH WHO who is involved/impacted, who is going to help, who to convince, who to manage…  WHAT, WHY What are the objectives and challenges to address, as perceived by EA and as perceived by people involved (interests, risks, resistances …)  HOW How to proceed to best communicate on the subject, rational, proposals. Tactics, languages, scenarios… IDENTIFY & CHARACTERIZE STAKEHOLDERS DEFINE HOW TO MOTIVATE STAKEHOLDERS 1 4  Direct & indirect stakeholders - Roles & behaviors  Who to involve and convince  Project value for each stakeholder. Expected synergies  Potential conflicts of interests…  How to best sell the subject, which arguments and recommendations to best motivate and overcome oppositions SPECIFY EXPECTATIONS FROM EA2  Implicit expectations according to stakeholders positions in the organization  Specific inputs in the project context UNDERSTAND STAKEHOLDERS VIEWPOINT3 WHO HOW
  • 10. © Club Urba-EA 10 FORMAL ATTITUDE PERSONAL BEHAVIOR STAKEHOLDER PROFILE REGARDING THE PROJECT Role & Responsibilities within the organization Role & Responsibilities in the project Behavior in the organization Behavior in the project Support Levers ConflictsResistances STAKEHOLDERS ATTITUDE DRIVERS Different kind of drivers contribute in defining each stakeholder’s attitude (behavior, support, contribution…) regarding a given subject / project  Drivers linked to the position in the organization – function, role, mission…  Drivers linked to the role in the project - mandate, objectives, engagement…  Personal drivers – personal conduct, interest in the subject, fears, leadership quality… Additionally, stakeholders might be involved in several projects that may lead to different even conflicting attitudes and motivations.
  • 11. © Club Urba-EA 11 ABOUT CLUB URBA-EA Business requirements, digital firms, IS transformation, mastery of data, technological opportunities... Club Urba-EA discusses on topics of Enterprise Architecture (EA) from the perspective of experience feedbacks. Club Urba-EA is an inter-business association created in 2000 by AXA, FNAC, ORESYS, RATP, SUEZ, Lyonnaise des Eaux. The club is a professional non-profit organization. More information @ www.urba-ea.org