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#AIIM14	
  #AIIM14	
  
#AIIM14	
  
Overcoming	
  Change	
  Management	
  Resistance:	
  	
  
Crea4ng	
  an	
  Informa4on	
  Community	
  in	
  your	
  
Organiza4on	
   Sherri	
  Adame	
  
Director	
  Data	
  Governance	
  &	
  Quality	
  
Premier	
  Farnell	
  
sherriadame@twiAer	
  
#AIIM14	
  
Crea4ng	
  Informa4on	
  Community 	
  	
  
§  Change	
  Management	
  
§  Community	
  Defined	
  
§  5	
  steps	
  to	
  community	
  
§  Q&A	
  
#AIIM14	
  
Change	
  Management	
  
§  How	
  much	
  does	
  your	
  organizaIon	
  invest	
  in	
  change	
  
management?	
  	
  	
  
§  Change	
  management	
  begins	
  with	
  a	
  conversaIon	
  	
  
§  Apprehension	
  relief	
  with	
  educaIon	
  and	
  experience	
  
§  Be	
  the	
  change	
  management	
  you	
  want	
  to	
  see	
  
§  Create	
  a	
  team	
  that	
  can	
  be	
  spokespeople	
  for	
  your	
  
InformaIon	
  or	
  Data	
  iniIaIves	
  with	
  educaIon	
  
§  Create	
  pracIcal	
  training	
  and	
  resources	
  for	
  your	
  
organizaIon	
  to	
  reuse	
  overIme	
  
§  Create	
  a	
  forum	
  for	
  idea	
  exchange	
  and	
  discussion	
  
“Change	
  does	
  not	
  roll	
  
in	
  on	
  the	
  wheels	
  of	
  
inevitability,	
  but	
  
comes	
  through	
  
con4nuous	
  struggle.”	
  
Mar4n	
  Luther	
  King,	
  Jr.	
  	
  
www.aiim.org/infochaos	
  
Do	
  YOU	
  understand	
  the	
  business	
  	
  
challenge	
  of	
  the	
  next	
  10	
  years?	
  
This	
  ebook	
  from	
  AIIM	
  President	
  
John	
  Mancini	
  explains.	
  
#AIIM14	
  
Community	
  Defined	
  
§  com·∙mu·∙ni·∙ty	
  
§  noun:	
  community;	
  plural	
  noun:	
  communi4es	
  
	
  
§  A	
  group	
  of	
  people	
  living	
  in	
  the	
  same	
  place	
  or	
  having	
  a	
  parIcular	
  
characterisIc	
  in	
  common.	
  
§  A	
  feeling	
  of	
  fellowship	
  with	
  others,	
  as	
  a	
  result	
  of	
  sharing	
  common	
  
aUtudes,	
  interests,	
  and	
  goals.	
  
§  Synonyms:	
  group,	
  body,	
  set,	
  circle,	
  clique,	
  facIon;	
  brotherhood,	
  
sisterhood,	
  fraternity,	
  sorority,	
  sodality;	
  order,	
  congregaIon,	
  abbey,	
  
convent	
  ;	
  district,	
  region,	
  zone,	
  area,	
  locality,	
  locale,	
  neighborhood;	
  
public,	
  people,	
  ciIzenry,	
  populaIon,	
  collecIve;	
  residents,	
  inhabitants,	
  
ciIzens;	
  gang,	
  bunch	
  ,	
  hood	
  
Propose	
  that	
  our	
  community	
  is:	
  
A group of passionate information and data professionals
that share common attitudes.
	
  
#AIIM14	
  
5	
  Steps	
  to	
  Community	
  
§  1)	
  Define	
  your	
  goals	
  
§  2)	
  IdenIfy	
  your	
  audience	
  
§  3)	
  Plan	
  your	
  topics	
  &	
  find	
  an	
  area	
  for	
  sharing	
  
§  4)	
  Determine	
  your	
  communicaIons	
  plan	
  
§  5)	
  Keep	
  the	
  faith	
  !	
  
#AIIM14	
  
1)	
  Define	
  Your	
  Goals	
  
§  Managing	
  informaIon	
  falls	
  on	
  the	
  shoulders	
  of	
  
everyone	
  in	
  an	
  organizaIon.	
  	
  
§  Community	
  can	
  be	
  uIlized	
  to	
  engage	
  your	
  
organizaIon	
  to	
  understand	
  how	
  informaIon	
  
security	
  policies	
  relate	
  to	
  data	
  standards;	
  what	
  
data	
  quality	
  is;	
  how	
  master	
  data	
  management	
  
helps;	
  the	
  strategy	
  for	
  Big	
  Data;	
  etc.	
  
§  EducaIonal	
  and	
  interacIve	
  discussions	
  can	
  be	
  
facilitated	
  in	
  an	
  InformaIon	
  Community	
  
meeIng.	
  	
  
§  Early	
  stages	
  Educate;	
  Baseline	
  terminology;	
  and	
  
create	
  a	
  paradigm	
  of	
  understanding	
  for	
  strategic	
  
programs;	
  Build	
  credibility	
  &	
  create	
  
relaIonships	
  
§  Later	
  facilitate	
  collaboraIon	
  and	
  innovaIon	
  
§  YEAR	
  1	
  
§  EducaIon;	
  create	
  training	
  materials	
  
§  Baseline	
  terminology	
  for	
  large	
  
strategic	
  programs	
  
§  Define	
  the	
  concepts	
  and	
  possible	
  
approaches	
  
§  Look	
  for	
  pracIcal	
  applicaIons	
  of	
  the	
  
topic	
  in	
  the	
  organizaIon	
  
§  YEAR	
  2	
  
§  CollaboraIon	
  with	
  strategic	
  iniIaIve	
  
key	
  stakeholders	
  
§  EducaIon	
  on	
  business	
  process	
  changes	
  
and	
  new	
  technology	
  deployments	
  
#AIIM14	
  
2)	
  Iden4fy	
  your	
  Audience	
  
§  Brainstorm	
  List	
  of	
  stakeholders	
  or	
  Arch	
  enemies	
  and	
  their	
  direct	
  reports	
  
§  Ask	
  HR	
  to	
  pull	
  a	
  list	
  of	
  everyone	
  who	
  has	
  informaIon	
  or	
  data	
  in	
  their	
  Itle	
  
(maybe	
  ‘dba’	
  too)	
  
§  Look	
  at	
  your	
  key	
  iniIaIves	
  determine	
  the	
  group	
  of	
  resources	
  that	
  will	
  
drive	
  those	
  projects	
  to	
  compleIon	
  
§  Look	
  at	
  the	
  areas	
  or	
  funcIons	
  your	
  governance	
  team	
  is	
  not	
  covering;	
  
educate	
  that	
  group.	
  
§  Start	
  with	
  your	
  own	
  team	
  –	
  make	
  sure	
  they	
  understand	
  the	
  key	
  areas	
  of	
  
focus	
  for	
  your	
  informaIon	
  or	
  data	
  governance	
  iniIaIves	
  –	
  every	
  team	
  
member	
  needs	
  to	
  be	
  a	
  spokesman	
  for	
  the	
  GREAT	
  work	
  you	
  are	
  doing	
  !	
  J	
  
#AIIM14	
  
3)	
  Plan	
  Topics	
  &	
  Find	
  Sharing	
  Area	
  
§  Select	
  topics	
  that	
  align	
  with	
  informaIon	
  iniIaIves	
  you	
  have	
  
planned	
  	
  
§  Remember	
  your	
  goals	
  and	
  your	
  audience	
  
§  Don’t	
  just	
  talk	
  about	
  the	
  architecture	
  and	
  technology	
  –	
  Talk	
  
about	
  the	
  process	
  and	
  people	
  changes	
  required;	
  leave	
  
technology	
  to	
  the	
  end	
  of	
  the	
  conversaIon;	
  aeer	
  all	
  most	
  of	
  our	
  
best	
  pracIces	
  are	
  a	
  change	
  in	
  process	
  or	
  business	
  pracIce	
  	
  
§  Figure	
  out	
  how	
  you	
  will	
  share	
  your	
  materials	
  	
  
§  Are	
  you	
  creaIng	
  a	
  sharepoint	
  site	
  or	
  using	
  a	
  corporate	
  wiki	
  page?	
  
§  Are	
  you	
  emailing	
  ?	
  	
  	
  
§  Are	
  you	
  going	
  to	
  record	
  presentaIons?	
  
§  Who	
  will	
  manage	
  the	
  community	
  materials?	
  
§  Will	
  the	
  materials	
  expire?	
  
§  Are	
  they	
  stored	
  read-­‐only	
  or	
  can	
  anyone	
  modify	
  the	
  materials?	
  
Our	
  Year	
  1	
  Topics	
  	
  
ü Data	
  Quality	
  	
  
ü Master	
  Data	
  Management	
  
ü Data	
  Standards	
  
ü Metadata	
  Management	
  
ü InformaIon	
  and	
  Data	
  Governance	
  
	
  
Our	
  Year	
  2	
  Plans	
  
Ø Managing	
  the	
  Data	
  Lifecycle	
  
Ø Big	
  Data	
  
Ø Customer	
  MDM	
  
Ø Data	
  Quality	
  in	
  PracIce	
  
Ø InformaIon	
  ROI	
  
	
  
#AIIM14	
  
4)	
  Determine	
  Comms	
  Plan	
  
§  Who	
  will	
  create	
  and	
  present	
  your	
  materials?	
  
§  What	
  does	
  your	
  informaIon	
  community	
  do?	
  Does	
  your	
  
informaIon	
  community	
  meet	
  as	
  a	
  group	
  or	
  just	
  share	
  
materials	
  in	
  an	
  online	
  community?	
  Or	
  both?	
  
§  Where	
  does	
  your	
  informaIon	
  community	
  meet?	
  If	
  you	
  meet	
  
together	
  is	
  it	
  face	
  to	
  face	
  or	
  via	
  a	
  conference	
  call?	
  Are	
  there	
  
mulIple	
  Ime	
  zones	
  to	
  consider?	
  If	
  its	
  via	
  a	
  conference	
  call	
  
will	
  you	
  include	
  a	
  webex	
  or	
  goto	
  meeIng	
  for	
  presentaIon	
  
slides?	
  
§  When	
  does	
  your	
  community	
  meet	
  and/or	
  publish	
  materials?	
  
#AIIM14	
  
5)	
  Keep	
  the	
  Faith	
  !	
  
§  Just	
  keep	
  smiling	
  
§  Watch	
  for	
  the	
  ripple	
  effect	
  
§  Wait	
  for	
  the	
  call	
  
§  Remain	
  posiIve	
  and	
  be	
  consistent	
  
§  Look	
  for	
  aAendees	
  that	
  want	
  the	
  opportunity	
  
to	
  present	
  a	
  success	
  or	
  challenge	
  	
  
#AIIM14	
  
Q&A	
  
§  Any	
  quesIons	
  ??	
  
Sherri	
  Adame	
  
Director	
  Data	
  Governance	
  &	
  Quality	
  
sherriadame@twiAer	
  
	
  
Premier	
  Farnell	
  	
  hAp://www.premierfarnell.com/	
  	
  	
  
CHECK	
  OUT	
  THIS	
  COOL	
  VIDEO	
  -­‐	
  hAp://youtu.be/dUZjzQuTNX4	
  	
  

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Creating an Information Community

  • 1. #AIIM14  #AIIM14   #AIIM14   Overcoming  Change  Management  Resistance:     Crea4ng  an  Informa4on  Community  in  your   Organiza4on   Sherri  Adame   Director  Data  Governance  &  Quality   Premier  Farnell   sherriadame@twiAer  
  • 2. #AIIM14   Crea4ng  Informa4on  Community     §  Change  Management   §  Community  Defined   §  5  steps  to  community   §  Q&A  
  • 3. #AIIM14   Change  Management   §  How  much  does  your  organizaIon  invest  in  change   management?       §  Change  management  begins  with  a  conversaIon     §  Apprehension  relief  with  educaIon  and  experience   §  Be  the  change  management  you  want  to  see   §  Create  a  team  that  can  be  spokespeople  for  your   InformaIon  or  Data  iniIaIves  with  educaIon   §  Create  pracIcal  training  and  resources  for  your   organizaIon  to  reuse  overIme   §  Create  a  forum  for  idea  exchange  and  discussion   “Change  does  not  roll   in  on  the  wheels  of   inevitability,  but   comes  through   con4nuous  struggle.”   Mar4n  Luther  King,  Jr.    
  • 4. www.aiim.org/infochaos   Do  YOU  understand  the  business     challenge  of  the  next  10  years?   This  ebook  from  AIIM  President   John  Mancini  explains.  
  • 5. #AIIM14   Community  Defined   §  com·∙mu·∙ni·∙ty   §  noun:  community;  plural  noun:  communi4es     §  A  group  of  people  living  in  the  same  place  or  having  a  parIcular   characterisIc  in  common.   §  A  feeling  of  fellowship  with  others,  as  a  result  of  sharing  common   aUtudes,  interests,  and  goals.   §  Synonyms:  group,  body,  set,  circle,  clique,  facIon;  brotherhood,   sisterhood,  fraternity,  sorority,  sodality;  order,  congregaIon,  abbey,   convent  ;  district,  region,  zone,  area,  locality,  locale,  neighborhood;   public,  people,  ciIzenry,  populaIon,  collecIve;  residents,  inhabitants,   ciIzens;  gang,  bunch  ,  hood   Propose  that  our  community  is:   A group of passionate information and data professionals that share common attitudes.  
  • 6. #AIIM14   5  Steps  to  Community   §  1)  Define  your  goals   §  2)  IdenIfy  your  audience   §  3)  Plan  your  topics  &  find  an  area  for  sharing   §  4)  Determine  your  communicaIons  plan   §  5)  Keep  the  faith  !  
  • 7. #AIIM14   1)  Define  Your  Goals   §  Managing  informaIon  falls  on  the  shoulders  of   everyone  in  an  organizaIon.     §  Community  can  be  uIlized  to  engage  your   organizaIon  to  understand  how  informaIon   security  policies  relate  to  data  standards;  what   data  quality  is;  how  master  data  management   helps;  the  strategy  for  Big  Data;  etc.   §  EducaIonal  and  interacIve  discussions  can  be   facilitated  in  an  InformaIon  Community   meeIng.     §  Early  stages  Educate;  Baseline  terminology;  and   create  a  paradigm  of  understanding  for  strategic   programs;  Build  credibility  &  create   relaIonships   §  Later  facilitate  collaboraIon  and  innovaIon   §  YEAR  1   §  EducaIon;  create  training  materials   §  Baseline  terminology  for  large   strategic  programs   §  Define  the  concepts  and  possible   approaches   §  Look  for  pracIcal  applicaIons  of  the   topic  in  the  organizaIon   §  YEAR  2   §  CollaboraIon  with  strategic  iniIaIve   key  stakeholders   §  EducaIon  on  business  process  changes   and  new  technology  deployments  
  • 8. #AIIM14   2)  Iden4fy  your  Audience   §  Brainstorm  List  of  stakeholders  or  Arch  enemies  and  their  direct  reports   §  Ask  HR  to  pull  a  list  of  everyone  who  has  informaIon  or  data  in  their  Itle   (maybe  ‘dba’  too)   §  Look  at  your  key  iniIaIves  determine  the  group  of  resources  that  will   drive  those  projects  to  compleIon   §  Look  at  the  areas  or  funcIons  your  governance  team  is  not  covering;   educate  that  group.   §  Start  with  your  own  team  –  make  sure  they  understand  the  key  areas  of   focus  for  your  informaIon  or  data  governance  iniIaIves  –  every  team   member  needs  to  be  a  spokesman  for  the  GREAT  work  you  are  doing  !  J  
  • 9. #AIIM14   3)  Plan  Topics  &  Find  Sharing  Area   §  Select  topics  that  align  with  informaIon  iniIaIves  you  have   planned     §  Remember  your  goals  and  your  audience   §  Don’t  just  talk  about  the  architecture  and  technology  –  Talk   about  the  process  and  people  changes  required;  leave   technology  to  the  end  of  the  conversaIon;  aeer  all  most  of  our   best  pracIces  are  a  change  in  process  or  business  pracIce     §  Figure  out  how  you  will  share  your  materials     §  Are  you  creaIng  a  sharepoint  site  or  using  a  corporate  wiki  page?   §  Are  you  emailing  ?       §  Are  you  going  to  record  presentaIons?   §  Who  will  manage  the  community  materials?   §  Will  the  materials  expire?   §  Are  they  stored  read-­‐only  or  can  anyone  modify  the  materials?   Our  Year  1  Topics     ü Data  Quality     ü Master  Data  Management   ü Data  Standards   ü Metadata  Management   ü InformaIon  and  Data  Governance     Our  Year  2  Plans   Ø Managing  the  Data  Lifecycle   Ø Big  Data   Ø Customer  MDM   Ø Data  Quality  in  PracIce   Ø InformaIon  ROI    
  • 10. #AIIM14   4)  Determine  Comms  Plan   §  Who  will  create  and  present  your  materials?   §  What  does  your  informaIon  community  do?  Does  your   informaIon  community  meet  as  a  group  or  just  share   materials  in  an  online  community?  Or  both?   §  Where  does  your  informaIon  community  meet?  If  you  meet   together  is  it  face  to  face  or  via  a  conference  call?  Are  there   mulIple  Ime  zones  to  consider?  If  its  via  a  conference  call   will  you  include  a  webex  or  goto  meeIng  for  presentaIon   slides?   §  When  does  your  community  meet  and/or  publish  materials?  
  • 11. #AIIM14   5)  Keep  the  Faith  !   §  Just  keep  smiling   §  Watch  for  the  ripple  effect   §  Wait  for  the  call   §  Remain  posiIve  and  be  consistent   §  Look  for  aAendees  that  want  the  opportunity   to  present  a  success  or  challenge    
  • 12. #AIIM14   Q&A   §  Any  quesIons  ??   Sherri  Adame   Director  Data  Governance  &  Quality   sherriadame@twiAer     Premier  Farnell    hAp://www.premierfarnell.com/       CHECK  OUT  THIS  COOL  VIDEO  -­‐  hAp://youtu.be/dUZjzQuTNX4