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“In the long history of humankind
(and animal kind, too) those who
learned to collaborate and
improvise most effectively h...
Three ThinkTank
Case Studies:
A Structured Approach to Strategic
Planning
April 22, 2015
Our Presenters
Jonathan Ross
Product Manager
ThinkTank
§  Customer and Quality centric PM who has launched software in Ag...
Special Guests
Kimberly Wines
Manager/Director of Human Resources
Smith Elliott Kearns & Company, LLC
§  Joined in 1989
§...
The Big Enterprise Problem
88%
of executives say executing strategic change
successfully will be essential or very importa...
Why Do Strategic Initiatives Fail?
Source: Economist Intelligence Unit survey
- No Change Management45%
46% - Lack of Enga...
Three Pillars for Breakthrough Results
Structured	
  
Collabora.on	
  
Open,	
  Honest	
  
Engagement	
  
Secure	
  Cloud	...
Structured Collaboration
Cloud Infrastructure 	
  
Collaboration-as-a-Service for Strategic Initiatives	
  
Voting/Analysi...
Open, Honest Engagement
Bored
Intimidated
Passively Listening
Executive Dominate
Discussion
Open
Honest
Actively Contribut...
Secure Cloud Platform
•  ThinkTank uses multiple ISO, SOC2, and SOC3
certified data centers around the globe
•  Data is en...
ThinkTank enables organizations to execute strategic
initiatives 70-90% faster, better, and more efficiently.
Three ThinkTank Case Studies:
A Structured Approach to
Strategic Planning
Tom Hood, CPA, CITP, CGMA
Amy Stumme, CPCC
Maryl...
What do you notice?
The Problem
The Solution
“In order to buy-in,
people have to weigh-in.”
Pat Lencioni
 
“CEOs have a new strategy in the unending war
for talent. They are creating more open and
collaborative cultures — encou...
“None	
  of	
  us	
  is	
  	
  
as	
  smart	
  as	
  all	
  of	
  us.”	
  
Dr.	
  	
  Ken	
  Blanchard	
  
“The organizations that will become the
household names of this century will be
renowned for sustained, large-scale,
effic...
Three Case Studies
§  Participation
§  Engagement
§  Trust
§  Discretionary Effort
Three Case Studies
Case Study 1: Maryland Managing Partners
§  Challenge: Bring together a diverse group of Managing Part...
Three Case Studies
Case Study 2: Smith Elliott Kearns Partner Retreat
§  Challenge: Create engagement and build trust in ...
Three Case Studies
Case Study 3: MACPA Business & Industry Conference
§  Challenge: Create engagement with the attendees ...
“In the long history of humankind (and
animal kind, too) those who learned to
collaborate and improvise most
effectively h...
Thank You!
www.thinktank.net
info@thinktank.net
Americas +1 303 468 8680
Europe +46 84 030 9910
Africa +27 10 500 9078
Mar...
Structured Collaboration Using ThinkTank - 3 Case Studies
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Structured Collaboration Using ThinkTank - 3 Case Studies

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Collaboration is everything! In today's fast moving environment, it is no longer what you know but who you know and how well you can access them. Add the pressure to innovate and the constant addition of new strategic initiatives and the need for engagement and alignment.

These new challenges require new tools.

ThinkTank by Group Systems is one of those tools - it is a web-based structured collaboration platform that we use at MACPA-BLI. This presentation covers three case studies where we have used ThinkTank to help a CPA Firm engage partners in a strategic discussion about sensitive issues and to encourage full participation, another example is how we use ThinkTank for managing partner calls to get feedback and vote on key issues we should be working on, and finally a situation involving a CFO conference where ThinkTank was used to facilitate capturing of insights and wisdom from the crowd.

We believe that in order to buy-in, people have to weigh-in and structure collaboration is a way to effectively get participation and engagement that ultimately saves time, increases alignment and the discretionary effort of your people.

Veröffentlicht in: Business

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Structured Collaboration Using ThinkTank - 3 Case Studies

  1. “In the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed.” Charles Darwin
  2. Three ThinkTank Case Studies: A Structured Approach to Strategic Planning April 22, 2015
  3. Our Presenters Jonathan Ross Product Manager ThinkTank §  Customer and Quality centric PM who has launched software in Agile delivery methodology §  Joined ThinkTank in early 2015 after 4 years as a Technical Product Manager with GHX, healthcare supply-chain software firm §  Former analyst with Accenture Tom Hood CEO Maryland Association of CPAs §  Named Second Most Influential in Accounting by Accounting Today Magazine §  Top 150 Influencer by Linked-In, Top 25 Influencers in Learning & HR by HR Examiner, CPA Practice Adviser Accounting Hall of Fame, Top 25 Public Accounting Thought Leaders by CPA Practice Adviser §  Working on Learning Management with AICPA/CPA2Biz, Cloud Curriculum, Performance Management /XBRL, Leadership & Generations Amy Stumme Certified Professional Coactive Coach Maryland Association of CPAs §  Certified in the I2A strategic planning process §  Clifton StrengthsFinder and the VIA Character Strengths assessments §  Certified ThinkTank Session Leader §  BS University of Pittsburgh
  4. Special Guests Kimberly Wines Manager/Director of Human Resources Smith Elliott Kearns & Company, LLC §  Joined in 1989 §  Provides consulting services throughout Maryland, Pennsylvania, and West Virginia §  SHRM Senior Certified Professional (SHRM-SCP) §  HRC Senior Professional in Human Resources (SPHR) §  Accredited Administrator in Accounting Practice Management (AAAPM) §  i2a Strategic Thinking System (Certified Meeting Facilitator) Amy Weinreich VP, Finance and Administration Publishers Circulation Fulfillment §  Joined in 2007 §  20+ years of management and finance experience §  Served as MACPA Business & Industry Committee Chairperson for the past two years §  Co-founded MACPA financial leadership forum series Vince Nesline President Stoy, Malone & Company §  Focuses on closely-held businesses and their owners §  University of Maryland, Bachelor of Science, Accounting §  Georgetown University, Master of Science, Taxation
  5. The Big Enterprise Problem 88% of executives say executing strategic change successfully will be essential or very important for competitiveness of strategies are not successfully implemented. 70%Yet Sources: Economist Intelligence Unit survey and Conference Board survey, Harvard Business Review, McKinsey
  6. Why Do Strategic Initiatives Fail? Source: Economist Intelligence Unit survey - No Change Management45% 46% - Lack of Engagement 72% - Poor Alignment
  7. Three Pillars for Breakthrough Results Structured   Collabora.on   Open,  Honest   Engagement   Secure  Cloud   Pla9orm  
  8. Structured Collaboration Cloud Infrastructure   Collaboration-as-a-Service for Strategic Initiatives   Voting/Analysis   RT Messaging   File Sharing   Slide Sharing   Social Activities   Tools   Activities   Processes   Audit   Resource   Plan   Assess   Gather   Manage Risk & Compliance   Budgeting   Manage Strategy   Governance   Manage Change  
  9. Open, Honest Engagement Bored Intimidated Passively Listening Executive Dominate Discussion Open Honest Actively Contributing Anonymity Leader Stimulates Discussion
  10. Secure Cloud Platform •  ThinkTank uses multiple ISO, SOC2, and SOC3 certified data centers around the globe •  Data is encrypted at rest and in transit •  Every major release undergoes security testing to assure OWASP certification
  11. ThinkTank enables organizations to execute strategic initiatives 70-90% faster, better, and more efficiently.
  12. Three ThinkTank Case Studies: A Structured Approach to Strategic Planning Tom Hood, CPA, CITP, CGMA Amy Stumme, CPCC Maryland Association of CPAs Business Learning Institute
  13. What do you notice?
  14. The Problem
  15. The Solution
  16. “In order to buy-in, people have to weigh-in.” Pat Lencioni
  17.   “CEOs have a new strategy in the unending war for talent. They are creating more open and collaborative cultures — encouraging employees to connect, learn from each other and thrive in a world of rapid change. Collaboration is the number-one trait CEOs are seeking in their employees.” IBM  Global  CEO  Study  
  18. “None  of  us  is     as  smart  as  all  of  us.”   Dr.    Ken  Blanchard  
  19. “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.” Harvard Business Review The collaboration curve is replacing the experience curve
  20. Three Case Studies §  Participation §  Engagement §  Trust §  Discretionary Effort
  21. Three Case Studies Case Study 1: Maryland Managing Partners §  Challenge: Bring together a diverse group of Managing Partners of CPA firms from across the Maryland/DC area on a quarterly basis. §  Solution: Quarterly ThinkTank sessions that inform this stakeholder group on the legislative issues and also get their feedback on the issues that matter most to them. §  Results: Increased participation, increased engagement and better communication to the entire group using the ThinkTank report from each session.
  22. Three Case Studies Case Study 2: Smith Elliott Kearns Partner Retreat §  Challenge: Create engagement and build trust in the firm partner group. §  Solution: Host a ThinkTank session during SEK Partner Retreat to have the partners weigh in on a variety of topics & issues. §  Results: Each of the partners was able to participate openly and honestly and contribute to the overall discussion in a more powerful way.
  23. Three Case Studies Case Study 3: MACPA Business & Industry Conference §  Challenge: Create engagement with the attendees at our 2014 Business & Industry Conference §  Solution: We hosted a ThinkTank with all attendees as the final conference session to engage them in a conversation about the topics and issues that matter most to them. §  Results: All conference attendees had an opportunity to talk about the challenges they are facing, how they are addressing these and their biggest take-aways from the conference.
  24. “In the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed.” Charles Darwin
  25. Thank You! www.thinktank.net info@thinktank.net Americas +1 303 468 8680 Europe +46 84 030 9910 Africa +27 10 500 9078 Maryland Association of CPAs (MACPA) www.macpa.org Business Learning Institute (BLI) www.blionline.org

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