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Consulting Skills for IT Pros

          Ruven Gotz
Intro - Animated

                @ruveng
                spinsiders.com/ruveng
                            Toronto
                                      London, UK
                                      Johannesburg, SA
                                      Sydney, AU
                ruveng.gotz@avanade.com



Ruven Gotz
Canada’s biggest commercial SharePoint conference
This presentation is excerpted from this
book, authored by me,
with contributions from
Michal Pisarek and Sarah Haase




                                           Buy the Book (or Kindle):
                                           http://amzn.to/JnxlcC
We are often working in
dangerous environments




                          © 2012 Ruven Gotz
Someone has ‘sold’
your stakeholders




                     © 2012 Ruven Gotz
Reality: The waters can be rougher than expected…
…but the results can make it worthwhile
What makes it so difficult?




                              © 2012 Ruven Gotz
Dealing with humans in tough circumstances




                                             © 2012 Ruven Gotz
Soft skills




              © 2012 Ruven Gotz
Listening




            © 2012 Ruven Gotz
Honesty




          © 2012 Ruven Gotz
Humour




         © 2012 Ruven Gotz
PowerPoint Presentation Skills
They can read the slides,
or they can listen to you…




                             © 2012 Ruven Gotz
PRESENTNG RIGHT: This slide contains essentail information

 •   The first things you need to know are:
      –   Keep it simple
            •   Use simple words to state your concepts
            •   Don’t over-clutter your message
            •   Too many words are hard to comprehend
                    –   The problem with too many words is that, to make them
                        fit, you have to shrink them really small, which can make
                        them hard to read for the attendees
                             This.is
                                Especially true
                             For code
      –   Make it look great
            •   Find great imagery
            •   Follow well established design principles
            •   Use a combination of fonts that work well together
      –   Plan appropriately
                                                                                                 Crucial that you understand this!!!
            •   Give yourself plenty of time to brainstorm
            •   Get all your ideas down                                             350000                                                                            30%



            •   Hone your message                                                   300000       26%
                                                                                                               24%
                                                                                                                                                                      25%


            •   Give yourself plenty of time to practice so you can be              250000
                                                                                                                      19%
                                                                                                                                                                      20%

                smooth                                                              200000
                                                                                                                                                                      15%

      –   Present well                                                              150000
                                                                                                                                                                      10%
                                                                                    100000                                                                  9%
            •   Don’t read your slides                                                                                                     8%
                                                                                                                                                                      5%
                                                                                     50000
            •   Speak clearly
                                                                                                       4%                      4%   4%                 3%
                                                                                         0                                                                            0%

            •   I hope you haven’t tried to read all this fine print – it’s
                                                                                             1     2    3         4       5     6     7       8         9    10
                meant to be a joke 
                                                                                                            TOTAL HOURS              % of total hours

                                                                                                            TOTAL COST (LCR)         % of total cost




                                                                                                                                                                 © 2012 Ruven Gotz
Oops, I went to far, let me back up…




                                       © 2012 Ruven Gotz
Confused
Bored
Engaged
Help for scribblers




                      © 2012 Ruven Gotz
© 2012 Ruven Gotz
Avoid: Clipart, low-rez, stealing, crazy animation




                                                     © 2012 Ruven Gotz
Avoid: Images that confuse rather than support




                                                 © 2012 Ruven Gotz
The best books I’ve read on presenting




                            http://www.youtube.com/watch?v=rIABo0d9MVE

                                                                    © 2012 Ruven Gotz
How do we get to this happy state?
You have got to get everyone onto the same page
SHARE 2012 | 29
SHARE 2012 | 30
SHARE 2012 | 31
SHARE 2012 | 32
Yes! A bridge!
Odds of success?
The key to shared
commitment is
Shared Understanding




               © 2012 Ruven Gotz
Visual tools are a great
way to get to shared
understanding




                           © 2012 Ruven Gotz
We will cover visual tools that assist with shared understanding




                                                               © 2012 Ruven Gotz
Let’s start with Mind Mapping




                                © 2012 Ruven Gotz
Building a simple mind map




                             © 2012 Ruven Gotz
Using a mind map for navigation




                                  © 2012 Ruven Gotz
Using a mind map for prioritization




                                      © 2012 Ruven Gotz
Discovery workshops




                      © 2012 Ruven Gotz
Using a mind map for taxonomy




                                © 2012 Ruven Gotz
Dealing with Wicked Problems
Dialogue Mapping



                       Facilitation   Dialogue Mapping
                       & Mapping


            Notation            Shared
             (IBIS)             Display

http://cognexus.org/                                     © 2012 Ruven Gotz
A very simple example IBIS map




                                 © 2012 Ruven Gotz
Real example




               © 2012 Ruven Gotz
Wireframing with Balsamiq




                            © 2012 Ruven Gotz
Process mapping




                  © 2012 Ruven Gotz
This stuff is hard




                     © 2012 Ruven Gotz
Social complexity makes every problem ‘wicked’




                                                 © 2012 Ruven Gotz
Getting to shared
understanding is
crucial




                    © 2012 Ruven Gotz
Visual tools with shared displays can help
Tools Mentioned:
-   Mindjet MindManager
-
-
    Balsamiq Mockups
    BizAgi Entry Level
                           Ruven Gotz
-   Microsoft Visio       @ruveng
                          spinsiders.com/ruveng
                          ruven.gotz@avanade.com

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Consulting skills for ITPros - Mar 2013

Notas do Editor

  1. [ANIMATED]
  2. Our early-bird special (free admission to the SharePoint Excellence gala) expires Friday at midnight but we could extend it to Sunday for any person who registers after your presentation and send me a message at jbracke@sharepointsummit.org
  3. Your career may be positively or negatively affected by the success of your project
  4. …and you’ll have to fight hard for the win
  5. The valley of despair is a dangerous place, with creatures that have their own agendas ready to ‘eat’ your project
  6. A lot of doing this job well comes down to soft skills: - Listening - Honesty - Humour
  7. You really can improve your listening skills – search online – there are lots of courses and methods to follow.
  8. Brutal honesty (not rudeness, but reality)Tell the truth about the state of your projectPut ‘money’ in the trust bank
  9. Humor can be good for relieving tensionDON’T make fun of the client (that leaves you as the target of your humour)
  10. But, since you are already there – why not have the focus be on you and your message?
  11. The goal is avoid what Gar Reynolds calls “Sliduments” – documents that are created in PowerPoint.If you need to have a detailed ‘leave behind’, create a Word doc with the details.
  12. Slides with lots of ‘build’ steps almost invariably mess you up.
  13. Make sure the presentation is pitched at the right level – you don’t want to leave your audience confused
  14. Your presentations need to find the right balance of informative and entertaining.Just entertaining = low valueJust informative = low engagement
  15. You want your audience to be engaged with your content, listening to what you are saying and not trying to read all the words on the screen
  16. Avoid having people spend the whole sessions scribbling by letting them know that you have tons of detail in the speakers’ notes, and that you will be sending them a copy of the presentation, or making it available for them for download.
  17. Cheesy clip-art is NOT appropriate for business presentations (or anyone older than middle-school!)Stretching low-resolution images to fit just looks really BADDon’t steal copyright images (you can download great images from Office.com, and you can buy them from shutterstock, dreamstime, depositphotos and others)Crazy animation is really not necessary – it’s distracting, I use it RARELY. I do use ‘fade’ transitions between slides, just to soften the switch.
  18. Just picking images is not good enough… you have to find the right image that supports the message, not distracts from it.
  19. If you have three main stakeholders, and they have different mental models for what success looks like, then you have zero chance of real success. Only when you have shared commitment to the same goal, do you have any chance at success.
  20. Our project is to build a bridge… so here’s a bridge
  21. But so is this,
  22. Or this…
  23. Even this is a bridge
  24. Our stakeholders are excited about this project!We’ve agreed that we need a bridge!But, if one person pictures a giant steel roadway bridge, others a covered bridge and one simple stepping stones… then…
  25. Our odds of success are low – in-fact, I’d say zero
  26. This is the most important message of this talk: You MUST achieve a shared understanding to have a chance at success.
  27. Mind mapping – wireframing – process flow diagramming
  28. There are two types of problems: Tame & Wicked.Landing a person on the moon is Tame (but really, really complex)Solving poverty is wickedYou don’t understand the problem until you’ve developed the solutionYou don’t really know when you’ve accomplished the goalSolutions are not right or wrong, they are just better or worseEvery wicked problem is uniqueEvery solution is a one-shot operationYou are dealing with social complexity
  29. All the mapping that I’ve shown so far, uses facilitation and a shared display.The new thing is IBIS: Issue Based Information System
  30. IBIS grammar has only four elements: Question, Idea, Pro, and ConIdeas respond to questions (and ONLY questions)Pro’s support ideas (and ONLY ideas)Con’s challenge ideas (and ONLY ideas)Questions can respond to anything