Here’s an Idea! We are all very aware of the New Year’s Resolutions. We have all made and sometimes even kept our New Year’s Resolutions; whether it was to quite smoking, eat healthy, start exercising etc. But I wonder how many of us have actually made a New Year’s Resolution for our company or the department that we manage? Personally, I have never been with an organization that created or at least made public a New Year’s Resolution for a Division, Department or the entire Company. Surely I am not the first person to think of this… or am I? Nonetheless, I am sure there are several New Year’s Resolutions to choose from. You know your organization better than anyone else. I would like to share one idea though. Here we are going into 2008, and maybe you have been thinking your organization could use a little shaking up, or a fresh start, or simply a change. Have you looked at your internal processes and how they effect your efficiency or effectiveness and even your profitability? If so, just consider the following Internal Process Proposal:
Internal Processes Proposal
Before any processes or re-direction can be created, it would be a good idea to create a foundation for everything else to build upon for all future growth. Ideally, a strategic plan with long term and short term goals should be created with periodical milestones. Without a very clear and concise vision of where we want to be and a mission of what we do or how to reach our vision, how do we know when we are doing what is right or when we are off track?
Mission and Vision
A Vision statement of no more than 2 sentences that sets a goal in the present tense and is lofty enough to make us stretch while at the same time not impossible. The statement should be something that inspires and everyone can easily remember and know if they are following it in their daily tasks. An effective vision statement describes a clear picture of the organization that leaders want to build. It serves as a guideline for organizational changes, such that each change is designed to add up to that end-point. It explains to staff where we’re going, and why near-term changes (the steps along the way) are worthwhile. And it motivates change by saying, “The bar is raised. Maybe we were OK by past standards; but compared to this vision, we must change.”
An example would be “Company X exists to provide excellent business solutions which meets our clients’ goals and exceeds their expectations.”
The reason for a present tense statement is simple. Consider this statement: I will quit smoking. Now how strong is that statement compared with I quit smoking?
A Mission statement states how we reach the vision. Again keep it short. Since we are divided into three distinct areas of concentration, we could have a mission for each group. When missions are defined group by group, they focus staff on their respective customers (be they external or internal) and their products or services. They build customer focus, entrepreneurship, empowerment, a sense of identity with end results and pride in the value of one’s work. They also enhance teamwork by defining internal customer-supplier relationships. Once these statements are created, they need to be posted in the office as a constant reminder of our commitment to them.
An example would be “Company X is an industry leader by using streamlined business processes, current technology and maintaining top talent who are committed to our clients.”
Hierarchy
The structure should be aligned with the desired culture to generate involvement. That is achieved by employing the following strategies:
- Transfer power and decision making authority – empower the employees
- Provide employees opportunities for education
- Allocate appropriate resources to allow employees to do their jobs
- Maintain the environment that contributes to creativity, collaboration, the sharing of information between everyone, especially good news and big deals (like renaming the company)
Organizational Culture
An environment that cultivates creativity, collaboration and fun needs cultivation. This is a fine balance though, as it can undermine professionalism and productivity if not well managed. New job titles should reflect the duties and responsibilities of the role without confining the role. They should free the person to be more and reach higher. A small company can not afford to fall into the trap of “That’s not my job.” There should be career paths identified and successors lined up and trained/mentored to be able to step in as people leave positions. One position to assure these processes will stick and drive the desired change could be a VP of Operations.
Where do we start?
Performance Excellence – (taken from the Disney Institute)
Performance Excellence is defined by three areas:
- Vision – Share it and align everyone to it
- Involvement – Get everyone in the game, Buy-in
- Organization – Set Processes and Structures
Leadership Excellence + Employee Excellence + Client Excellence = Financial Results
The Leadership / Employee Accountability Matrix illustrates the relationship between the two dimensions of success: Business Results and Leadership and Employee Behavior.
Align leaders around the vision and prioritize behaviors and actions and those leaders will be able to create and maintain the desired culture through their modeled behavior. Essentially the message is that results don’t matter if no one wants to work with you, conversely if everyone loves you but you don’t deliver results; this is just as bad.
By focusing on the desired behaviors and actions it leads to client loyalty and enthusiasm which brings financial results.
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Leadership Behaviors
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Exhibits Desired Behavior,
Poor Results
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Exhibits Desired Behavior,
Great Results
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Another way to define this is Differentiation. Those who deliver consistent results reap the rewards and those who don’t… Bottom line, it serves as a strong motivator for most people. The culture if not by design, it will be by default. The desired culture should be operationalized. This is done by:
- Setting and presenting expectations up front
- Maintain consistency in processes
- Set up employees for success
- Back up our vision/mission with genuine action
- Maintaining the culture is the #1 priority
- Communicated constantly
- Supported by the environment
- Hire attitude over aptitude
- Celebrate successes in a big way
Service Standards - (taken from the Disney Institute)
Service Standards is the Promise to our clients and a purpose for our employees. A major aspect of the success culture which differentiates us from our competition is exceeding expectations, attention to detail; presenting a WOW factor that helps us stand out from our competition and gives clients a reason to choose us and stay with us.
- Identify the words or phrases
- Define what the standards look like
- Prioritize the standards
- Communicate them constantly
Once defined, next is to explore the delivery of quality service. Three areas where quality service is implemented:
- Employees – all levels
- Environment – involving the words, symbols, office space and décor
- Processes – internal and external
Internal Communication
Internal communication should be very easy. There is no reason why everyone is not aware of plans, projects, or events that affect the entire company. One thing that is very important at any stage is Candor. It saves time and money. This should not need any elaboration.
Now for a Project Flow Template
Project Flow - (taken from the book Extreme Project Management)
This is the overarching process that is wrapped around our internal processes
Vision – Who needs what and why? (The client interview)
- Identify and agree on the objective
- Identify the target audience
- Identify the benefits and risks of the project for the client
- Identify factors or scenarios that may effect the the project
- Identify Functional Requirements and features prioritized
- Identify outcomes
- Identify a WOW factor
Who attends – PM, AM, AE, Client
Speculate – What will it take to get it done?
- Identify the team
- Plan the deliverables
- Identify the timeline
- Identify requirements
- Perform research/analysis/user experience
- Identify milestones and how success is measured
Who attends – PM, AM, AE, Director of Software Dev., Creative Director
Design – Build the thing.
- Build wireframes
- Create comps with UI involved
- Review comps with the PM? and programmer (so the programmer can provide appropriate feedback)
- Provide 3 final designs to client for approval
- Send final ok’d design to programmer if needed
- Code the backend
- Test
Reevaluate – Test it. What worked, what didn’t. The Final Goal of project is the client’s desired result not the planned result.
Document Workflow
Now that our culture is on track to being operationalized; we can create the internal processes that support them and our future growth. Some important processes involve documenting our efforts and procedures. Examples include:
- Document workflow and review process standardized on PDF.
- Documenting programming code to remove guesswork when working on someone else’s code.
- Documenting processes and procedures so no one person can hold the company hostage.
Conclusion
The High Level Processes proposed in this document are not new. These processes have been tested and are used by other successful, well established organizations. The good news is you do not need to reinvent the wheel. Once these processes are set and eventually become part of the culture, you will have the infrastructure in place which not only supports the desired culture but also supports your continued growth.