Gallup research shows 70% of the American workforce is disengaged. They say that mission and purpose driven organizations experience higher rates, but what can we do to make that higher? The answer lies in a highly sophisticated management technique called #MBSN or management by sticky notes. Tom Hood, CEO of the MACPA and Business Learning Institute shares the why and how of MBSN in this special session on "collaboration made easy. Particpation and collaboration leads to engagement which increases trust (7 X according to Gallup) and ultimately yields to the holy grail of engaged people who give you their discretionary effort. Tom provides exempts of how they have used this at the Maryland Association of CPAs and in their strategic planning work. They used this to design and facilitate the grassroots future forums during the CPA Horizons 2025 project.

1. www.blionline.org
Management by Sticky Notes
Collaborative Results Made Easy
#MBSN
Tom Hood, CPA, CITP, CGMA
CEO
Maryland Association of CPAs
Business Learning Institute

2. Tom Hood, CPA, CITP, CGMA!
Tom Hood, CPA, CITP, CGMA
CEO
MACPA www.macpa.org
and
Business Learning Institute (BLI)
www.blionline.org!
http://www.linkedin.com/in/tomhood/!
If there is a conversation about the future of
the profession, you're bound to hear Hood's
name mentioned as one of the people
leading the way.
– Accounting Today Magazine!
• Named the Second Most Influential in
Accounting by Accounting Today Magazine
2013
• Linked-In Top 150 Influencer
• Top 25 Influencers in Learning & HR by HR
Examiner
• Top 25 Thought Leaders in Public Accounting
by CPA Practice Adviser
• Working on Learning Management with AICPA/
CPA2Biz, Cloud Curriculum, Performance
Management !

3. http://macpa.cnf.io!
!
Respond to a Poll!
Ask a Question!
Select the session:
Interchange #MBSN

4. Download today’s slides at …
www.SlideShare.net/thoodcpa

5. What do you notice?

6. The Problem
70%

7. The solution?
Management by Sticky Notes
#MBSN

8. What not to do…
https://www.youtube.com/watch?
feature=player_detailpage&v=cy9B7a8poF4

9. “In order to buy-in,
people have to
weigh-in.”
- Pat Lencioni

10. Interchange
an act or instance of interchanging; reciprocal exchange

11. Exchanging what?

12. Ideas

13. “None of us us as
smart as all of us.”
-Dr. Ken Blanchard

14.
CEOs
have
a
new
strategy
in
the
unending
war
for
talent.
They
are
crea9ng
more
open
and
collabora9ve
cultures
—
encouraging
employees
to
connect,
learn
from
each
other
and
thrive
in
a
world
of
rapid
change.
Collabora9on
is
the
number-­‐one
trait
CEOs
are
seeking
in
their
employees.
–
IBM
Global
CEO
Study
2012

15. The
collaboration curve
is
replacing
the
experience
curve
“The organizations that will
become the household names of
this century will be renowned for
sustained, large-scale, efficient
innovation.
The key to that capability is
neither company loyalty nor free-
agent autonomy but, rather, a
strong collaborative community.”
HBR, July-August 2011

16. Why?
“We are moving from
organizations well
managed to
networks well led.”
- Jim Collins

17. If you can run the company a bit more collaboratively, you get a better
result, because you have more bandwidth and checking and balancing
going on. – Larry ‘Google’ Page

18. In the long history of
humankind (and animal kind,
too) those who learned to
collaborate and improvise
most effectively have
prevailed – Charles Darwin

20. It’s Official
2014 is The Year of the Sticky!
#MBSN
#YearoftheSticky

21. What is MBSN?
Management by Sticky Notes

22. MBSN Principles
• Wisdom of the crowd
• Participation and engagement
• Ideas are portable (sticky
notes)
• Making your thinking visible to
others
• Buy-in from co-creation

23. How have we used it?

24. CPA Horizons 2025

25. www.blionline.org
Listen, Listen, Listen
Participation, Participation, Participation
• Only one idea per stickie note
• Write big and neat with markers
• Ideal group size 6 – 8 people
• Pods of 30 – 40 people
• Process
• IndividualThinking and Writing (3 – 5 minutes)
• Small Group discussion and consensus (write top 3-5
best ideas on stickies per table)
• Big Group Synthesis and Agreement
Facilitation
Wikipedia - is any activity that makes tasks for others easy

26. www.blionline.org
• Participation rule – Be absent or present but not
both!
• Share the air with each other
• Give the ideas time to live (they are fragile)
• Link and build
• Ground rules for consensus building
• Love it
• Like it
• Live with it (must have this or keep discussing or move on)
Facilitation

27. What about your introverts?

28. What about these guys?
Colleagues Against
Virtually
Everything!

29. What we believe…
Finding your competitive edge – turning the flywheel
“It is hard to plan for the long term future when
you don’t know what is going to happen five
minutes from now. Today, a competitive edge is
thin and temporary; the edge quickly becomes
the margin.
The ability to define the edge, and the ultimate
competitive advantage, is found in the smarts,
heart and ingenuity of your people - that's your
powerhouse. Tap that, train it, focus it and
mobilize it; now you've engaged your network and
inspired a sustainable shift.”

30. www.blionline.org
Listen, Listen, Listen
Participation, Participation, Participation
• Setup exercise – instructions
• Ground rules for consensus building
• Love it
• Like it
• Live with it (must have this or keep discussing or move on)
• #MBSN - Management by Sticky Notes
• Only one idea per stickie note
• IndividualThinking and Writing (3 – 5 minutes)
• Small Group discussion and consensus (write top 3-5 best ideas
on stickies per table)
• Big Group Synthesis and Agreement

31. The Process
• General Session MBSN – What are the Top Five
Issues/Trends and the Time to Address is Now
• 5 mins to think and write
• 20 mins to discuss and create top 5
• 5 minutes to create the top 5 stickies
• Consolidate the rounds – four corners 15 minutes
– Each corner consolidates from their groups of
tables and clusters the like issues into Top Five
ideas
• Report out from each corner - 15 minutes
• Move to Breakouts

32. Brainstorm

33. Breakouts – Strategy Cafes
Ideas for Action – How can we add / create value
from these top trends/issues?
• Create a poster of the Top Five from General Session
• Show of hands for which topic to work on
• Round 1at tables = 20 mins
• 5 mins to think individually
• 15 mins to discuss and create top 5
• Report Out – Progressive Post = 20 mins
• Call tables by number up to put top 5 stickies and
cluster as they go (think buffet line at wedding)
• Dot Vote final group of stickies in room and recap
(10 minutes)