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Managing Up &
Organizational Savvy:
Influence Without
Authority
Admission Officers
Conference
May 15, 2019
Ari M. Betof, Ed.D.
Organizational
Sustainability
Consulting
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Agenda
• Understanding Your Role In Context
• Key Concepts – Influence Without Authority, Managing Up, &
Organizational Savvy
• Practice J
• Takeaways
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
A real, live case study in influence
without authority….
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
PollEv.com/aribetof227
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Three Key Concepts –
• Influence Without Authority
• Managing Up
• Organizational Savvy
Influence –
“the power or capacity of causing an
effect in indirect or intangible ways”
or
“the act or power of producing
an effect without apparent
exertion of force or direct
exercise of command”
~Merriam-Webster
Influence –
“The capacity to impact agendas and
outcomes, and bring other people on
board.”
~The Influence Effect
Authority –
“persons in command”
~Marriam-Webster
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Influence Without Authority
Managing Up –
“To many people, the phrase ‘managing your boss’ may sound
unusual or suspicious. Because of the traditional top-down
emphasis in most organizations, it is not obvious why you need
to manage relationships upward—unless, of course, you would
do so for personal or political reasons. But we are not referring
to political maneuvering or to apple polishing. We are using the
term to mean the process of consciously working with your
superior to obtain the best possible results for you, your boss,
and the company.”
~John J. Gabarro and John P. Kotter, “Managing Your Boss” in
Harvard Business Review (January 2005)
Savvy –
“having or showing perception,
comprehension, or shrewdness
especially in practical matters”
~Merriam-Webster
Photo: BoardEffect Annual Conference
Organizational Savvy –
“Organizational politics are informal,
unofficial, and sometimes behind-the-
scenes efforts to sell ideas, influence
an organization, increase power, or
achieve other targeted objectives.”
~Survival of the Savvy by
Rick Brandon and Marty Seldman
Cultivating Organizational Change
Influence
Without
Authority
Organizational
Savvy
Managing
Up
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
So, how do you….
Influence the arc of change at your school without
explicit authority through managing up and leveraging
organizational savvy?
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Thoughtfully
Intentionally
Mindfully
Passionately
Diligently
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
So, how do you….
Influence the arc of change in your school without
explicit authority through managing up and leveraging
organizational savvy?
First, we have to
understand how
change happens in
organizations…
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
3. Developing a vision and strategy
4. Communication the change vision
5. Empowering broad-based action
6. Generating short term wins
7. Consolidating gains and producing more change
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
3. Developing a vision and strategy
4. Communication the change vision
5. Empowering broad-based action
6. Generating short term wins
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
3. Developing a vision and strategy
4. Communication the change vision
5. Empowering broad-based action
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
3. Developing a vision and strategy
4. Communication the change vision
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
3. Developing a vision and strategy
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
Eight-Stage Process of Creating Major
Change
Eight-Stage Process of Creating Major
Change
1. Establishing a sense of urgency
2. Creating the guiding coalition
3. Developing a vision and strategy
4. Communication the change vision
5. Empowering broad-based action
6. Generating short term wins
7. Consolidating gains and producing more change
8. Anchoring new approaches in the culture
Eight Most Common Errors of
Change Processes
1. Allowing too much complacency
2. Failing to create a sufficiently powerful guiding coalition
3. Underestimating the power of vision
4. Under communicating the vision by a factor of 10
(100 or even 1,000)
5. Permitting obstacles to block the new vision
6. Failing to create short term wins
7. Declaring victory too soon
8. Neglecting to anchor changes firmly in the culture
John P. Kotter’s Leading Change
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Before We Continue,
Clarifying Questions…
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Reflecting on Successful Change
• Think about a time when you or someone you know
within an organization (not the head) championed a
positive change you care about?
• Spend 2-minutes freewriting…
-What happened?
-Why?
• Share
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Reactions to Influence Attempts
• Resistance
• Compliance
• Commitment
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Influence, Credibility & Trust
Can I trust this person?
Relationships
Context
Perceived
Expertise
Sources of Credibility
Deliver results,
keep commitments
Act with integrity
Show respect and
concern for others
TRUST
Building Trusting Relationships
Center for Creative Leadership
Center for Creative Leadership
Influence:
Gaining Commitment, Getting Results
Second Edition
by Harold Scharlatt and Roland Smith
Center for Creative Leadership
“True North”Influence Tactics:
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Practice J
Practice – Role Play “True North”
1. Identify an initiative that
you want to influence
2. Select an influence tactic
3. Write a brief summary
4. Groups of three (3)
5. Facilitated role play:
- “I liked…”
- “I wish…”
- “What if…”
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Two Additional Thoughts…
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
The Authority Myth
Even the most senior leaders need to influence
without relying upon authority –
“It is an illusion that once upon a time
managers could make their direct reports do
whatever was needed. Nobody has ever had
enough authority—they never have and
never will. Organizational life is too
complicated for that.”
~Allan R. Cohen, Influence Without Authority
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Implications for a School’s
Deepening Commitment to
Diversity, Equity, and Inclusion
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Takeaways
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Takeaways
• Identify 1-3 impactful ideas that you want to bring back
to your school
• Decide a way these ideas won’t get lost in significant
volume of daily work
• Then, decide how you are going
to hold yourself accountable
for follow-through
• Execute on your
takeaways plan
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Final Reflections
• I learned…
• I re-learned…
• I remember…
• I wonder…
• I hope….
Two Resources to Learn More
Influence:
Gaining Commitment, Getting Results
Second Edition
by Harold Scharlatt and Roland Smith, Center for
Creative Leadership
Getting Things Done When You Are
Not in Charge
Second Edition
by George M. Bellman
Organizational
Sustainability
Consulting
Managing Up & Organizational Savvy: Influence Without Authority
Thank You!
Continue the conversation…
@AriBetof
@OrgSustainability
abetof@orgsustainability.com

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Managing Up & Cultivating Change: Influence Without Authority

  • 1. Managing Up & Organizational Savvy: Influence Without Authority Admission Officers Conference May 15, 2019 Ari M. Betof, Ed.D. Organizational Sustainability Consulting
  • 2. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Agenda • Understanding Your Role In Context • Key Concepts – Influence Without Authority, Managing Up, & Organizational Savvy • Practice J • Takeaways
  • 3. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority A real, live case study in influence without authority….
  • 4. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority PollEv.com/aribetof227
  • 5. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Three Key Concepts – • Influence Without Authority • Managing Up • Organizational Savvy
  • 6. Influence – “the power or capacity of causing an effect in indirect or intangible ways” or “the act or power of producing an effect without apparent exertion of force or direct exercise of command” ~Merriam-Webster
  • 7. Influence – “The capacity to impact agendas and outcomes, and bring other people on board.” ~The Influence Effect
  • 8. Authority – “persons in command” ~Marriam-Webster
  • 9. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Influence Without Authority
  • 10. Managing Up – “To many people, the phrase ‘managing your boss’ may sound unusual or suspicious. Because of the traditional top-down emphasis in most organizations, it is not obvious why you need to manage relationships upward—unless, of course, you would do so for personal or political reasons. But we are not referring to political maneuvering or to apple polishing. We are using the term to mean the process of consciously working with your superior to obtain the best possible results for you, your boss, and the company.” ~John J. Gabarro and John P. Kotter, “Managing Your Boss” in Harvard Business Review (January 2005)
  • 11. Savvy – “having or showing perception, comprehension, or shrewdness especially in practical matters” ~Merriam-Webster Photo: BoardEffect Annual Conference
  • 12. Organizational Savvy – “Organizational politics are informal, unofficial, and sometimes behind-the- scenes efforts to sell ideas, influence an organization, increase power, or achieve other targeted objectives.” ~Survival of the Savvy by Rick Brandon and Marty Seldman
  • 14. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority So, how do you…. Influence the arc of change at your school without explicit authority through managing up and leveraging organizational savvy?
  • 15. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Thoughtfully Intentionally Mindfully Passionately Diligently
  • 16. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority So, how do you…. Influence the arc of change in your school without explicit authority through managing up and leveraging organizational savvy? First, we have to understand how change happens in organizations…
  • 17. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition 3. Developing a vision and strategy 4. Communication the change vision 5. Empowering broad-based action 6. Generating short term wins 7. Consolidating gains and producing more change Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition 3. Developing a vision and strategy 4. Communication the change vision 5. Empowering broad-based action 6. Generating short term wins Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition 3. Developing a vision and strategy 4. Communication the change vision 5. Empowering broad-based action Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition 3. Developing a vision and strategy 4. Communication the change vision Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition 3. Developing a vision and strategy Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency Eight-Stage Process of Creating Major Change Eight-Stage Process of Creating Major Change 1. Establishing a sense of urgency 2. Creating the guiding coalition 3. Developing a vision and strategy 4. Communication the change vision 5. Empowering broad-based action 6. Generating short term wins 7. Consolidating gains and producing more change 8. Anchoring new approaches in the culture Eight Most Common Errors of Change Processes 1. Allowing too much complacency 2. Failing to create a sufficiently powerful guiding coalition 3. Underestimating the power of vision 4. Under communicating the vision by a factor of 10 (100 or even 1,000) 5. Permitting obstacles to block the new vision 6. Failing to create short term wins 7. Declaring victory too soon 8. Neglecting to anchor changes firmly in the culture John P. Kotter’s Leading Change
  • 18. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Before We Continue, Clarifying Questions…
  • 19. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Reflecting on Successful Change • Think about a time when you or someone you know within an organization (not the head) championed a positive change you care about? • Spend 2-minutes freewriting… -What happened? -Why? • Share
  • 20. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Reactions to Influence Attempts • Resistance • Compliance • Commitment
  • 21. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Influence, Credibility & Trust
  • 22. Can I trust this person?
  • 24. Deliver results, keep commitments Act with integrity Show respect and concern for others TRUST Building Trusting Relationships
  • 25. Center for Creative Leadership
  • 26. Center for Creative Leadership
  • 27. Influence: Gaining Commitment, Getting Results Second Edition by Harold Scharlatt and Roland Smith Center for Creative Leadership
  • 29. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Practice J
  • 30. Practice – Role Play “True North” 1. Identify an initiative that you want to influence 2. Select an influence tactic 3. Write a brief summary 4. Groups of three (3) 5. Facilitated role play: - “I liked…” - “I wish…” - “What if…”
  • 31. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Two Additional Thoughts…
  • 32. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority The Authority Myth
  • 33. Even the most senior leaders need to influence without relying upon authority – “It is an illusion that once upon a time managers could make their direct reports do whatever was needed. Nobody has ever had enough authority—they never have and never will. Organizational life is too complicated for that.” ~Allan R. Cohen, Influence Without Authority
  • 34. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Implications for a School’s Deepening Commitment to Diversity, Equity, and Inclusion
  • 35. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Takeaways
  • 36. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Takeaways • Identify 1-3 impactful ideas that you want to bring back to your school • Decide a way these ideas won’t get lost in significant volume of daily work • Then, decide how you are going to hold yourself accountable for follow-through • Execute on your takeaways plan
  • 37. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Final Reflections • I learned… • I re-learned… • I remember… • I wonder… • I hope….
  • 38. Two Resources to Learn More Influence: Gaining Commitment, Getting Results Second Edition by Harold Scharlatt and Roland Smith, Center for Creative Leadership Getting Things Done When You Are Not in Charge Second Edition by George M. Bellman
  • 39. Organizational Sustainability Consulting Managing Up & Organizational Savvy: Influence Without Authority Thank You! Continue the conversation… @AriBetof @OrgSustainability abetof@orgsustainability.com