Category: Consulting Toolkit

Ctoolkit: Strategy and planning

PDCA: Plan, Do, Check, Act

A four-stage model for continuous improvement in business process management, also know as the Deming circle/cycle/wheel after W. Edwards Deming. This is associated with Lean manufacturing, and is seen as iterable and separable.

Hoshin Kanri

7-step strategic planning process characterised by ongoing communication through the business. Wikipedia: “Companies that use Hoshin Kanri often follow a Think, Plan, Implement, and Review process, which is comparable to W. Edwards Deming’s Plan Do Check Act cycle.”

  1. Establish organisational vision
  2. Develop breakthrough objectives
  3. Develop annual objectives
  4. Deploy annual objectives
  5. Implement annual objectives
  6. Monthly review
  7. Annual review

Catchball

First 4 phases, include socialised discussion of objectives across the business: making them acceptable through feedback, then creating implementation and cascading through the organisation. By making this an ongoing cycle, people are familiar with their objectives, rather than awaiting (and fearing) changes.

Hoshin Planning Matrix

Complex grid of objectives, targets, priorities and responsibilities

Ctoolkit: Enterprise Social Networks (ESNs)

Successful ESNs

From https://dionhinchcliffe.com/2017/03/02/what-we-know-about-making-enterprise-social-networks-successful-today/ 

There’s a lot to read, but Dion lists the top business cases:

  • HR:
    • Continuous Performance Reviews, Social recruiting, People/expertise locator, new hire onboarding, social learning & development, HR knowledge base, digital line manager of the future, social talent management
  • Sales:
    • Prospect research, lead scoring and distribution, RFP collaboration, forecasting and deal rooms, quota management, contracts and approvals, training and certification
  • Marketing:
    • Employee advocacy, campaign management, content hub, social product catalogues, pre-sales community, digital focus groups, crowdsourced marketing,
  • Service
    • Support Hub/KB, Support escalation/resolution, policy management, support advocacy programme, customer community, peer to peer support, customer service feedback

 

Ctoolkit: Learning

SCORM > xAPI > CMI5

cmi5: The next generation SCORM

SCORM, released in 2001 (major update 2005) covers: scheduling, assessment, competencies, delivery, course management, learning records, sequencing, user management, reports, compliance, requirements tracking, curricula, certification, search and preferences.

xAPI is a data transport and storage mechanism. It is simpler and doesn’t account for the features in SCORM

CMI5 “You can think of cmi5 as the LMS “use case”  for xAPI.  cmi5 defines how the LMS and the content will communicate using the xAPI Learning Record Store (LRS)”

 

Measuring Learning

Kirkpatrick Scale

Named after Donald Kirkpatrick (Professor, University of Wisconsin) who proposed this scale for measuring the effects of learning:

  1. Reaction
    How do the learners respond to the lesson/course/etc.?
  2. Learning
    Measuring what is actually learned by the attendees
  3. Behaviour
    How does behaviour change as a result of the training?
  4. Results
    How does this affect the bottom line, or other metrics?

My first reaction is to be underwhelmed by this. Aside from becoming progressively harder to measure, it is largely subjective. That said, these are good axes to be measuring along, and should definitely be lenses through which one can review a model.

Ctoolkit: Office 365

Collected notes on Office 365

Microsoft Teams

https://www.linkedin.com/pulse/slack-v-ms-teams-rodney-guzman

Key points:

  • Slack beats MS Teams “hands down” for working with external teams
  • Suits a team-based collaboration model
  • Risk of deleting a Team permanently
  • Many connectors already available
  • Multiple conversations can exist in a single channel
  • Integration with OneNote > “team wiki”
  • Easy to create meetings

(Via https://medium.com/@AGilleran/confused-about-microsoft-teams-office-365-groups-yammer-and-more-aa20dc46233c)

CToolkit: Intranets in context

Intranet Patterns

Top 10 Digital Workplace Patterns: Kanwal Khipple

  1. Adoption
    • Guide users on a journey to how they may work in future
    • Consider levels (org/group/individual) and direction/multiple levels
    • Guidance for common scenarios
    • Plan and execute campaigns (include tips relating to real issues) + contests + training
  2. Strategy – getting behind a strategic vision
    • encapsulate all technologies used by employees
    • communicate across the org (engage workforce > learn and transform > build to lead) > be bold
    • build a roadmap
    • develop a strong supplier ecosystem
  3. Artificial Intelligence – embrace automation
    • Leverage Microsoft Flow – workflows e.g. leave request
    • Microsoft Powerapps – activities across organisation or in communities
    • Delve – surface interactions
    • Use machine learning to display content intelligently
  4. Intranet – better integration and usability are driving change
    • Tips: activities that ensure success
      • Be user centric
      • Build collaborative culture
      • Improve findability
      • Have business ownership
      • Build for re-use
    • Off-the-shelf intranets
      • give power back to users
      • customisable
      • launch in weeks
      • multi-lingual
      • O365/Hybrid
      • Practical tools
    • Customise/build/buy – always trade-offs
  5. Integration
    • Find simple opportunities to integrate
    • Can be difficult / impossible / ongoing change
    • Slack / IBM Workspace (Moments generates summaries) / MS Teams / Cisco Spark (integrates communications tools)
  6. Analytics
    • Employee satisfaction now 3rd most important metric according to CIOs
    • PowerBI
    • Personal analytics
    • Search
  7. User experience
    • Service design – simplify how people interact with technologies
    • Meh, not UX
    • Increase employee engagement
  8. Search
    • Companies not innovating on search experience
    • Focus on use cases
  9. Bots – simplify engagement(?)
    • e.g. FAQ and Todo tools
    • support education of users
  10. Culture – productivity/quick wins/catalyst for change
    • Encourage failure
    • Hackathons
    • Agile: focus on quick wins – then move towards a portfolio model

 

CToolkit: Search

Testing search

  • Martin White CMSwire > The Ins and Outs of Search Application Testing
    • Testing search is a wicked (hard) problem
    • Challenges include:
      • Subjective results – some require a user’s judgement
      • Large base of users implies large range of expectations
      • Broad testing of filters and facets – billions of permutations
      • Fixing can take major recrawling
    • Suggestion: introduce User Satisfaction Testing
      • Requires planning / analysis / feedback