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Successful EXECUTION

Generate
• FOCUS
• COMMITMENT
• ACTION
throughout Human Systems
Shem Cohen, MSOD
Change Events, Inc.
FACT:
60% - 90% of Strategy
& Change Initiatives
FAIL to Realize
Intended Goals

-Why?
Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
Organizations are complex ecosystems

Input
- STRATEGY
- GOALS
- OBJECTIVES
- CHANGE

Copyright © 2014 Shem Cohen, Change Events, Inc.

Output

scohen@changeevents.com
Operating in complex
environments, defined by

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
Anything involving doing something different
or doing something new invites…

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
Making the key to success a realization that

‘People will only ever
do what they’re

READY
WILLING
&
ABLE
To Do’

- M Weisbord
Successful Execution?
- ability to create conditions that
INSPIRE people to WANT
to reach a summit
together
- they figure out a route
- they have what they need to do the job
2014 Shem Cohen, Change Events, Inc.

scohen@changeevents.com
RIGHT Conditions?
Need two action streams:
- Strategic Framework
- Sound Ideas
- Clear, Inspiring Story

- Engagement
Leverage
- Owners,
Implementers,
Circle of Influence
- Head & Heart
- Future & Action Focus
Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
Strategic Framework

Customer Insight
Competitive Advantage
SWOT Clarity
Systems Thinking
Value-Chain &
Business Process Innovation
Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
…that inspires people to say,
“this is important to do,
I want to be a part of
making this happen”
But ideas alone
won’t energize action
VISION and
PASSION
Energize ACTION
A Sense of PURPOSE
and MEANING
energize ACTION
Having a hand in designing
our own future energizes ACTION

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
When there’s important work to accomplish and the people with knowledge,
information, authority, resources and ability to act put their worlds together,
discover common ground on what they want to do and make public commitments
to act…
- Principles of Future Search-

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
… a wave of aligned, focused ACTION
is created and channeled throughout the
organization
That truly becomes
a force all it’s own
Initiated and powered through
generative conversation, action
learning and common ground

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
Leaders & managers have a range of
choices who to engage, when & how
Sell

Tell
Action
Potential

Ownership

Buy in

Leaders
decide
and
inform

Test

Leaders
present,
Leaders
seek
(attempt to)
persuade validation

Consult
Leaders
seek
input

Co-Create
Shared
Vision,
Decision
Making

QUALITY of ENGAGEMENT
Adapted from The Fifth Discipline Fieldbook, Peter Senge, 1994

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
GOAL - generate the clarity, focus, shared vision, solutions, commitment and
action needed across high-leverage areas throughout the organization to
realize strategic and change imperatives

Copyright © 2014 Shem Cohen , Change Events, Inc.

scohen@changeevents.com
How many organizations actually do this?
- Achieving ‘engagement leverage’ demands a very
different kind of meeting than ‘usual’ planning
Dimension

Conventional Planning

Engagement Leverage

Mindset

Small Circle

Larger Circle (inputs, involvement)

Participation

Discreet, Concentrated;
Responsible Parties

Plus Influencers, Contributors,
Key Stakeholders

Structure

Hierarchical

Circular

Control

Top Down

Cascaded, Spread to Value Points

Focus

Project Management
Problem Solving
Data
Past Performance

Vision
Desired Future
Common Ground
Action

Orientation

Analysis

Collective Knowledge, Wisdom

Values

Specialty, Expertise

Systems Thinking, Emergence

Results

Documents (bookends?)
Distributed Segments

Action Teams, Shared Purpose
Whole System Leverage

Copyright © 2014 Shem Cohen, Change Events, Inc.

scohen@changeevents.com
Mission-critical groups tie big-picture strategic and change imperatives to their
own goals and interests, discover common ground on vision and action and
collectively determine the very best way forward
GLOBAL PERSPECTIVE - Organization, Environment, Direction, Business Case
- STRATEGIC / CHANGE IMPERATIVES - BRIDGE REALITIES - FOCUS ON FUTURE and ACTION -

Copyright © 2014 Shem Cohen, Change Events, Inc.

scohen@changeevents.com
Creating a scaffold of:
• Shared Purpose
• Shared Meaning
• Clear Roles
• Shared Values
• Shared Commitment
and aligning desired action across the human and
technical dimensions to drive an idea to reality

Input
- STRATEGY
- GOALS
- OBJECTIVES
- CHANGE

Copyright © 2014 Shem Cohen, Change Events, Inc.

Output

= DESIRED
VALUE

scohen@changeevents.com
Successful Execution
- Strategic Framework
- Sound Ideas
- Clear, Inspiring Story

- Engagement
Leverage
- Owners,
Implementers,
Circle of Influence
- Head & Heart
- Future & Action Focus

Copyright © 2014 Shem Cohen, Change Events, Inc.

scohen@changeevents.com
Shem Cohen, MSOD
Change Events, Inc.
Helping Leaders to Align, Focus and Energize Organizations
High-Engagement Planning & Change
•
•
•
•
•
•
•
•

Executive Planning
Organizational Change
Management, Employee & Stakeholder
Engagement
M/A Integration; New Business Launch
Leadership Transitions
Team Building
Conflict Resolution
Cultural Evolution, Engagement & Action

email: scohen@changeevents.com
Meet Shem Cohen
Testimonials
www.changeevents.com
http://www.linkedin.com/in/shemcohen
Copyright © 2014 Shem Cohen, Change Events, Inc.

“Thank you for helping us through a rather
difficult and complex transition and helping us
achieve so much progress in so little time”
Section Head
The UK Mission to the United Nations
“...your efforts have invoked a positive change that
will be long lasting. I am grateful”
VP, GM JPMorgan Chase

“…clearly the right choice for our Marketing Summit”
SVP, CMO, Del Monte Foods
“… successful beyond our wildest expectations”
AVP, Head of Function, The Federal Reserve Bank

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Successful execution on strategy & change-shem cohen-change events inc-jan 2014

  • 1. Successful EXECUTION Generate • FOCUS • COMMITMENT • ACTION throughout Human Systems Shem Cohen, MSOD Change Events, Inc.
  • 2. FACT: 60% - 90% of Strategy & Change Initiatives FAIL to Realize Intended Goals -Why? Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 3. Organizations are complex ecosystems Input - STRATEGY - GOALS - OBJECTIVES - CHANGE Copyright © 2014 Shem Cohen, Change Events, Inc. Output scohen@changeevents.com
  • 4. Operating in complex environments, defined by Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 5. Anything involving doing something different or doing something new invites… Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 6. Making the key to success a realization that ‘People will only ever do what they’re READY WILLING & ABLE To Do’ - M Weisbord
  • 7. Successful Execution? - ability to create conditions that INSPIRE people to WANT to reach a summit together - they figure out a route - they have what they need to do the job 2014 Shem Cohen, Change Events, Inc. scohen@changeevents.com
  • 8. RIGHT Conditions? Need two action streams: - Strategic Framework - Sound Ideas - Clear, Inspiring Story - Engagement Leverage - Owners, Implementers, Circle of Influence - Head & Heart - Future & Action Focus Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 9. Strategic Framework Customer Insight Competitive Advantage SWOT Clarity Systems Thinking Value-Chain & Business Process Innovation Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 10. …that inspires people to say, “this is important to do, I want to be a part of making this happen”
  • 11. But ideas alone won’t energize action
  • 13. A Sense of PURPOSE and MEANING energize ACTION
  • 14.
  • 15. Having a hand in designing our own future energizes ACTION Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 16. When there’s important work to accomplish and the people with knowledge, information, authority, resources and ability to act put their worlds together, discover common ground on what they want to do and make public commitments to act… - Principles of Future Search- Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 17. … a wave of aligned, focused ACTION is created and channeled throughout the organization
  • 18. That truly becomes a force all it’s own
  • 19. Initiated and powered through generative conversation, action learning and common ground Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 20. Leaders & managers have a range of choices who to engage, when & how Sell Tell Action Potential Ownership Buy in Leaders decide and inform Test Leaders present, Leaders seek (attempt to) persuade validation Consult Leaders seek input Co-Create Shared Vision, Decision Making QUALITY of ENGAGEMENT Adapted from The Fifth Discipline Fieldbook, Peter Senge, 1994 Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 21. GOAL - generate the clarity, focus, shared vision, solutions, commitment and action needed across high-leverage areas throughout the organization to realize strategic and change imperatives Copyright © 2014 Shem Cohen , Change Events, Inc. scohen@changeevents.com
  • 22. How many organizations actually do this? - Achieving ‘engagement leverage’ demands a very different kind of meeting than ‘usual’ planning Dimension Conventional Planning Engagement Leverage Mindset Small Circle Larger Circle (inputs, involvement) Participation Discreet, Concentrated; Responsible Parties Plus Influencers, Contributors, Key Stakeholders Structure Hierarchical Circular Control Top Down Cascaded, Spread to Value Points Focus Project Management Problem Solving Data Past Performance Vision Desired Future Common Ground Action Orientation Analysis Collective Knowledge, Wisdom Values Specialty, Expertise Systems Thinking, Emergence Results Documents (bookends?) Distributed Segments Action Teams, Shared Purpose Whole System Leverage Copyright © 2014 Shem Cohen, Change Events, Inc. scohen@changeevents.com
  • 23. Mission-critical groups tie big-picture strategic and change imperatives to their own goals and interests, discover common ground on vision and action and collectively determine the very best way forward GLOBAL PERSPECTIVE - Organization, Environment, Direction, Business Case - STRATEGIC / CHANGE IMPERATIVES - BRIDGE REALITIES - FOCUS ON FUTURE and ACTION - Copyright © 2014 Shem Cohen, Change Events, Inc. scohen@changeevents.com
  • 24. Creating a scaffold of: • Shared Purpose • Shared Meaning • Clear Roles • Shared Values • Shared Commitment
  • 25. and aligning desired action across the human and technical dimensions to drive an idea to reality Input - STRATEGY - GOALS - OBJECTIVES - CHANGE Copyright © 2014 Shem Cohen, Change Events, Inc. Output = DESIRED VALUE scohen@changeevents.com
  • 26. Successful Execution - Strategic Framework - Sound Ideas - Clear, Inspiring Story - Engagement Leverage - Owners, Implementers, Circle of Influence - Head & Heart - Future & Action Focus Copyright © 2014 Shem Cohen, Change Events, Inc. scohen@changeevents.com
  • 27. Shem Cohen, MSOD Change Events, Inc. Helping Leaders to Align, Focus and Energize Organizations High-Engagement Planning & Change • • • • • • • • Executive Planning Organizational Change Management, Employee & Stakeholder Engagement M/A Integration; New Business Launch Leadership Transitions Team Building Conflict Resolution Cultural Evolution, Engagement & Action email: scohen@changeevents.com Meet Shem Cohen Testimonials www.changeevents.com http://www.linkedin.com/in/shemcohen Copyright © 2014 Shem Cohen, Change Events, Inc. “Thank you for helping us through a rather difficult and complex transition and helping us achieve so much progress in so little time” Section Head The UK Mission to the United Nations “...your efforts have invoked a positive change that will be long lasting. I am grateful” VP, GM JPMorgan Chase “…clearly the right choice for our Marketing Summit” SVP, CMO, Del Monte Foods “… successful beyond our wildest expectations” AVP, Head of Function, The Federal Reserve Bank