Purpose then Priorities“Things which matter most must never be at the mercy of things which matter least” Johann Wolfgang von Goethe
Ed Curley
Setting the Scene
Business Context
SOAR
Purpose & Success
Important to/Important For Our Customers
Important to /Important For
Team
What's Working/What’s
Not Working
Feedback &
Discussion
Priorities & Plans
Measures
Team Purpose
Statement
Why
What
When, How, Who
Building from Purpose
Why we do what we do…
Purpose
Purpose - the reason for which something is done or created or for which something exists…
Purpose & Success
Group Task:
Clarity about our Purpose?• What are we here to do as an organisation?• Who are we here to do it for? In your groups make a list of customers on the flip chart
• Think about external customers, • Inside and outside your department e.g. other teams• What do they want from your team? – do you know? do they know! have you asked them lately?• What would success look like for our customers?
• Use the post-it notes to list what our customer want now and will want in the future
Our Customers
Customer What they want/need now What they will want/need in the future
??
??
??
Example
Flipchart Page 3What are our unique
Strengths and Capabilities?
SOAR
Task:On 4 FlipchartPages make a list of
Flipchart Page1What has changed in our
PESTLE environment?
Flipchart Page 2What is changing?What will change?
Flipchart Page 4What are our Opportunities
and Aspirations
Important To/Important
For Our Customers
Important To our Customers Important For our Customers
Is there anything we need to know more about?A. .B. .C. .D. .
When do we need to know it? Who is responsible for finding out?ABCD
Template 1
Important To /Important For Our Team
Important To our Team Important For our Team
Is there anything we need to know more about?A. .B. .C. .D. .
When do we need to know it? Who is responsible for finding out?ABCD
Template 2
What's Working/What’s
Not Working
Perspective What's working? What's not working as well as
we would like?
What do we need to know more about?
Who is responsible for finding out, by
when?
What actions do we need to
take and when?
Template 3
What are our Highest Priorities, what are the critical few things we Must do? Our BIG Rocks….
Priorities & Plans
Develop Delivery Plans
Put the big rocks in first!Execute against Priorities – Reprioritise if required!!Remember MoSCoW!• Must • Should • Could • Will not
Measure what Matters
Inputs outputs outcomes impact/Result
Good measures demonstrate your Value to the business and to your customers
Develop key effectiveness (Value) measures rather than just activity (busyness) measures…
REMEMBER you can be very efficiently doing and measuring the wrong thing!
• How will we know if we are making progress?• What are our ‘critical few’ measures linked to our priorities?• How will we measure?• Are they the right measures, how do/ will we know?• What will they tell our customers about us?• What will they tell us about us?• Who will be responsible for collecting?• How will they be collected?• How frequently?
Measure what Matters
Measure what Matters
Performance Indicators3 Tests
1. Communication Power – does the indicator communicate to a all of your stakeholders and customers; is to common sense and compelling?
2. Proxy Power – does the indicator say something of importance about the overall Impact or Result you are trying to have, is it a ‘lead Indictor’ in other words achieving it indicates a likelihood of achieving the Impact or Result.
3. Data Power – Can you get quality data on a regular basis, is the data reliable and consistent?
Adapted from , Trying Hard is Not Good Enough –Mark Friedman
Measures that matter…
Task – on the flip chart make a list of what you believe should be your MUST have measures and indictors…• How do these compare to what you currently measure and report?• Are you measuring activity – busyness or impact and results?• Are they LEAD or LAG measures, remember you can only act on LEAD
measures?• How do your current measures and indictors compare to the 3 Tests?• How much control do you have over what is measured?
Team Purpose…
Task – to be completed at your next team meeting• What is the purpose of the unit or team you lead in relation to;
• Your customers• The organisation• Other organisational units & teams
Priorities & Plans
Task - Learning reflection• What have we discussed?• What have we learned?• What are we concerned about?• Given what we know now, what next?• Who owns each actionMonthly progress check-in
Further Reading
These books were used in the development of this workshop• Start With Why – Simon Sinek• First Thing First – Stephen R Covey & A.Roger Merrill• Key Performance Indicators – David Parmenter• Execution – The Discipline of Getting Things Done – Larry Bossidy & Ram
Charan• Trying Hard is Not Good Enough – Mark Friedman• Creating Person-Centred Organisations – Stephen Stirk & Helen Sanderson