Wednesday, June 4, 2008

Motivate and Facilitate buy-in

What are some different ways and means of making the process implementation look easy to the implementers (like creating high level architecture of all the process interactions, providing templates with dummy data, etc...) to facilitate buy-in?

There are two basic audiences for the process documentation:

  1. the process engineers (those who define and document the processes) and
  2. the practitioners (those who have to follow the processes)

The process engineers are very interested in the overall process architecture, inputs/outputs, interfaces, etc. The practitioners just want to know what they need to get their specific jobs done. When you read the purpose of OPD, one of the key words is establishing and maintaining a USABLE set of processes and process assets. Therefore, in order for your processes and process assets to be usable by the practitioners, it doesn’t help them to provide all the process architecture, inputs/outputs, interfaces, etc. that the process engineers need and want. The simplest approach that I have seen for the practitioners is to provide a “swim lane” process flow chart. Then it is very easy for the practitioner to see where they fit into the process. Also providing good, as well as bad, examples of how a template or checklist should be filled out is also a good idea.

But keep in mind, that an approach that works in one organization for achieving “buy-in” may not work in another. You really need to work with the organization and jointly determine the best method for the organization. If most of the practitioners, for example, do not relate to visual process flows, then the “swim lane” approach I mentioned above may not work.

Individual benefits are highly variable. You may gain some insight into dealing with different people by reading my presentation on Managing Cultural Change. I have posted it in several locations on the web. You can access it through my web site or at SlideShare

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