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Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN...

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Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell & Lindsay, Inc. 2316 Richmond Rd Beachwood, Oh 44122 Phone: (216) 765-0949 Fax: (216) 765-1950 Email: [email protected]
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Page 1: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Appreciative Inquiry: A Project Management Strategy

PMI MeetingNovember 18, 2004St. Louis Park, MN

Presented by:Josie Lindsay, President & CEO

Bell & Lindsay, Inc.2316 Richmond Rd

Beachwood, Oh 44122

Phone: (216) 765-0949 Fax: (216) 765-1950Email: [email protected]

Page 2: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Objectives

• What is Appreciative Inquiry (“AI”)?

• What are the advantages of AI?

• Using AI to increase your effectiveness in:– Business partnering/client relationships – Communications – Team Work

Page 3: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

The Business Reasonsfor Project Management

• Solve business problems and seize opportunities

• Understand client needs, expectations, and measures of success

• Establish collaborative relationships/partnerships

• Build ownership and commitment to project/tasks

• Facilitate achievement of desired results/outcomes

• Mobilize people and resources to get the job done

Page 4: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Why Choose a Particular Approach?

• Knowledge and skills

• Values and beliefs

• Experience and self-awareness

• Leadership styles

• Management expectations

• Organizational climate

• Client/stakeholder needs & expectations

• Etc.

Page 5: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Critical/ Fault Finding 72%

Appreciative

Grateful28%

What is Usually Done?

Page 6: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

What is “Appreciative Inquiry”?

• Alternative to traditional methods of problem solving

• Focuses on the positive and what you know• Uses interviewing and storytelling to identify

possibilities• Generates a collective image of a better future• Explores the “best of what is” and has been

achieved

Page 7: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Example of AI in Action

• Bank was installing new operating system on the desktop computers

• Two IS groups got into a war

• HR tried traditional problem-solving approach

• Situation got worse

• Outside consultants used AI approach

• Stopped ‘finger-pointing’ of IS departments

• Got project back on schedule

Page 8: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Another Example of AI in Action

• Installing new wireless network interface

• Again design and testing got into a war

• Manager had meetings to solve problem

• Meetings were complete failures

• Outside consultant used AI method to get team members to define issues

• Team created a more trusting environment

• Project was finished a month early

Page 9: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Problem-Solving Compared to AIProblem-Solving:“Felt Need”Identification of a problem

Analysis of causes

Analysis of possible solutions

Action Planning

Appreciative Inquiry:Appreciating and valuing the

best of “What Is”

Envisioning “What might be”

Dialoguing “What should be”

Innovating “What will be”

Basic Assumption: An organization or a person needs to be fixed.

Basic Assumption: An organization or person has limitless potential/possibilities.

Adapted from Hammond’s Thin Book of Appreciative Inquiry, based on the work of David Cooper rider

Page 10: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Phases of Appreciative Model

Phase II

Phase IV

Envisioning Results

“”What might be?”

(Future Possibilities)

Defining and Committing

“What should be.”

(Dialogue)

DeliveringOutcomes

“What will be.”

(Sustaining Results)

Learning & Discovering

"The best of what is"

(Appreciating)

Phase I

Phase III

Business Topic

© Bell & Lindsay, Inc. 2004 Adapted from the work of David Cooperrider

Page 11: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

AI Application Process

Begin with rapport building questions (e.g., Self, work, organization)

Conduct Inquiry Interview

Share, Dialogue, and Uncover themes

Then focus on topics under inquiry (e.g., Communications, decision-making, teamwork)

Create Appreciative Questions to explore the topic and future possible questions

Create provocative commitment statements and action plans

Page 12: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

AI Practice Question

• Think about a time when you felt most excited about or committed to being a member of PMI

• What were the top two contributing factors? 1.

2.

Page 13: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Interviewing Tips

• Encourage story telling and reflection– Think of a time when …– Describe your best experience…

• Use extending statements– Tell me more.– I’m really interested in hearing about that in detail.

• Show empathy– That must have been an exciting experience for you.– You look really pleased.– That would make me feel proud.

(Can be used for interviewing individuals or groups)

Page 14: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Interviewing Tips (continued)

• Use probing questions– Can you go into more detail on that?– Who did what when?– What did you do?– What were you feeling?– How did that make you feel?

• Record responses

• In groups, be sure you hear from everyone

Page 15: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Example of Appreciative Questions

Client: • When the client has experienced project

management at its best, what were the contributing factors?– Possible Probes: How was information shared?

How were decisions made? How were roles and responsibilities defined? What about individual accountability? What about team accountability?

Page 16: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Example of Appreciative Questions

Client:• Describe a time when IS/IT performed in a way

that made you feel very satisfied. What made that so?– Possible Probes (if needed): Could you say more

about client/IS relationships? What did the leader do? How were the roles defined? How did communications occur? What was teamwork like? Describe the quality of the product/process.

Page 17: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Example of Appreciative Questions

Teamwork:• When you have experienced teamwork at its

best, what were the contributing factors?– Possible Probes: How was information shared?

How were decisions made? How were roles and responsibilities defined? What about individual accountability? What about team accountability?

Page 18: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Write an AI Question

• Choose a client or teamwork focus

• Write probes you would use

Page 19: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

AI Application Process

Begin with rapport building questions (e.g., Self, work, organization)

Conduct Inquiry Interview

Share, Dialogue, and Uncover themes

Then focus on topics under inquiry (e.g., Communications, decision-making, teamwork)

Create Appreciative Questions to explore the topic and future possible questions

Create provocative commitment statements and action plans

Page 20: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Examples of Provocative Statements

Teamwork• We meet our commitments to the teams• We take time to know each other• We have fun and look for the humor in every situation• We accept personal and team accountability

Communications• We listen first• We request and give constructive feedback• We value each other’s opinion, even when we agree or

disagree

Page 21: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Examples of Provocative Statements

Supportive Climate• We achieve together.• We ask for help and give help when asked.• We give credit to others in a timely manner.

Adapted from Lessons From The Field

Page 22: Appreciative Inquiry: A Project Management Strategy PMI Meeting November 18, 2004 St. Louis Park, MN Presented by: Josie Lindsay, President & CEO Bell.

Questions?


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