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Aligning Your Organization's Strategic Direction, Roadmaps, and Technology, ASAE #Tech16

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When driving, we use GPS to navigate in real time, with immediate recalculations around obstacles. We know our goal, and technology supports our movement. Yet association technology management is different with multiple departments travelling individual routes with interim destinations in the larger journey. How can we better use roadmaps to plan our technology journeys and keep everyone in sync? Gain insights to help you coordinate organization and technology goals across parallel initiatives and departments. Evaluate roadmap-building techniques, strategies for creating a common vision, tools to align member/user goals with organizational goals, and tactics to course-correct along the journey.

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Aligning Your Organization's Strategic Direction, Roadmaps, and Technology, ASAE #Tech16

  1. 1.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Aligning  Your  Organiza9on’s  Strategic   Direc9on,  Roadmaps,  and  Technology   14 December 2016, 3pm Duane Degler, Design for Context @design4context Slides available online: http://designforcontext.com/insights/asaetech2016strategy
  2. 2.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context 2   •  Before  GPS,  we  used  prior  knowledge   and  maps  to  plan  in  advance   •  Now,  we  iden9fy  a  des9na9on  and   route  planning  is  dynamic   •  Hazards  and  unexpected  changes  are   adjusted  dynamically  as  we  progress  
  3. 3.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context 3   •  Associa9ons  are  different.  How  many   star9ng  points  do  you  have?   •  Interim  milestones  and  external   responsibili9es  create  pause-­‐points   and  inter-­‐connects  along  the  way.  
  4. 4.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context 4   I’m  a   volunteer  for   that  event”   “I’m  changing   my  member   profile”   “My  commiee   is  crea9ng  a  new   publica9on”   “My  commiee   is  crea9ng  a  new   publica9on”   •  “Outside  In”  perspec9ve   •  Your  members,  aendees,  subscribers,   and  volunteers  have  their  own  points   where  they  engage  with  you,  and  these   cross  department  boundaries.  
  5. 5.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Mo#va#ons,  responding  to  internal/external  situa#ons   •  Internal  efficiencies   •  New  offerings  or  internal  collabora9ons   •  External  partnerships   one-­‐offs  or  duplicated  efforts   5  
  6. 6.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Elements  of  an  approach   •  Establish  a  vision   •  Why?  Understand  the  problems  /  opportuni9es   •  What?  Consensus   •  How?  Priori9es  and  collabora9ons   •  Understand  your  resources   •  Users,  environment,  content,  data,  technology   •  Budget,  team,  commitment   •  Roadmap:  Plan  your  route(s)   •  Internal  and  external  drivers   •  Consider  priori9es,  dependencies,  capabili9es   •  Establish  sustainable  technology  support   6  
  7. 7.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context ESTABLISH  A  VISION   •  Facilita9on   •  Vision   •  Keeping  the  Vision  alive   7  
  8. 8.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Facilita#on   8  
  9. 9.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Key  points  about  facilita#on   •  Be  interac9ve  –  it’s  not  a  mee,ng   •  Process  and  ground-­‐rules  are  your  friend   •  Be  true  to  the  spirit  of  what  is  said   •  Objec9fy  comments   •  Capture  ideas  in  ways  that  other  people  can  relate  to  them   •  When  you’re  in  the  room,  you  build  a  shared  perspec9ve.   Make  it  easy  for  others  to  share,  too.   •  Challenges   •  Blending  professional  associa9on  people  and  domain  people   •  Facilita9on  roles  vary  with  power  dynamics   9  
  10. 10.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Vision  prototype  –  making  Vision  tangible    (example)   10  
  11. 11.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Who  are  the  keepers  of  your  vision?   •  A/er  facilita5ng  the  crea5on  of  a  vision  for  a  redesign  or  new   product,  who  becomes  responsible  for  keeping  the  vision  alive? •  You  may  assume  it  is  a  responsible  department  or  Product   Manager…  but  it  may  not  be  who  you  think. •  Who  carries  the  passion?  Who  advocates?  Who  cares? 11  
  12. 12.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Establish   a  vision   Establish  a  Vision   12   Understand   your   resources   Roadmap:   Plan  your   route(s)   Establish   sustainable   technologies   Internal  efficiencies   New  offerings/   collabora,ons   External  partnerships   Ac9ve  facilita9on   with  everyone,   focused  on  goals   Foster  a  shared   understanding  of   stakeholder  needs   Explore  common   aspira9ons,  needs,   and  capabili9es   Approach   Mo,va,ons  
  13. 13.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context UNDERSTAND  RESOURCES   •  Users   •  Environment   •  Content   •  Data   •  Technology   13  
  14. 14.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Understand  your  Users   •  Engage  users  at  every  point  in  the  process     •  Don’t  just  ask  what  people  want…  discover  what  they  need   •  Perspec9ves   •  Mental  models   •  Priori9es   •  Goals  /  outcomes     •  Involve  both  regular,  commied  users  and  new  users  as  part   of  each  engagement     •  Make  it  part  of  your  rou9ne   14  
  15. 15.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Understand  your  Environment   •  How  is  your  environment  shiming?  What  are  people  telling  you?     •  Listen  to  your  members,  volunteers,  aendees,  as  well  as     non-­‐members  in  the  domain     •  What  are  your  peers  doing?  What  can  you  learn?     •  Are  there  analogues  to  your  opera9ng  model?   •  Some9mes,  looking  outside  your  usual  peer  group  is  instruc9ve     •  How  can  you  monitor  this  –  proac9vely  –  over  9me?   15  
  16. 16.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Understand  your  Content  and  Data   •  What  is  valuable?   •  To  your  members  /  stakeholders  /  users   •  To  the  larger  domain  /  profession  you  serve   •  To  your  boom  line   •  To  the  opera9on  of  the  systems  and  the  organiza9on     •  How  do  you  define  “quality”?     •  How  do  you  define  “relevance”?     •  Who  is  responsible?  When?   16  
  17. 17.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Understand  your  Technology   •  What  is  serving  you  well?     •  Where  is  the  data  able  to  be  decoupled  from  the  plaporms?   Where  is  it  very  9ghtly  coupled?     •  What  creates  a  drain  on  your  resources?     •  How  long  can  you  run  with  it  –  without  risk  –  if  you  have  to?     •  How  do  you  support  and  build  on  your  internal  team  skills?     17  
  18. 18.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Establish   a  vision   Understand  Resources   18   Understand   your   resources   Roadmap:   Plan  your   route(s)   Establish   sustainable   technologies   Internal  efficiencies   New  offerings/   collabora,ons   External  partnerships   Surface  common   language,  needs   and  unique   perspec9ves   Consider  mul9ple   uses  of  content     and  data  resources   Iden9fy  gaps,   alignments,  and   needs  for   harmoniza9on   Approach   Mo,va,ons  
  19. 19.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context PLAN  YOUR  ROUTE(S)   •  Create  and  manage  your  roadmap   •  Coordinate  ac9ons  among  working  teams   •  Keep  everyone  grounded  in  the  organiza9onal  view   19  
  20. 20.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Roadmap   From  100’s  of  comments,  inputs,  requirements     To  a  deep  spreadsheet  where  they  are  organized     To  a  one-­‐page  summary,  used  monthly     To  a  simple,  graphical  execu9ve  reference  point   20  
  21. 21.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Establish  a  usable  roadmap   Group   Short  Term       Mid-­‐Term       Long-­‐Term       Framework   Clarify  structure,   naviga9on       Streamline  look  and   feel   Streamline  access   levels       Expand  access  for   external  users           Establish  interac9on   model  between   elements       Enhance  interac9ons   between  element   Define  complex   interac9ons   elements                                       Customer/ Prospect  DB   Consolidated  data       Develop  base  view   Enhanced,  context   sensi9ve  views  and   access  points   Develop  responsive   view   Further  develop  tools   and  views           Iden9fy  views  and   access  points       Support  history   tracking   dependencies                                           Communica#ons   Iden9fy  types  and   priori9es   Integrated  views   independent  of   mechanism   Clarify  views  and   rela9onships   Support  history   tracking   dependencies   Automate  response   op9ons           Define  model  with   person  and  issues       Integrate  with  3rd   party  tools                                           Workflow   Iden9fy  rules  and   user  interac9ons       Build  rules  engine   Define  work   management  op9ons   Build  work   management  op9ons           Establish  interac9on   model       Build  base   no9fica9ons  and   access  points       Enhance  no9fica9on   and  access  points       Group   Short  Term       Mid-­‐Term       Long-­‐Term       Framework   Clarify  structure,   naviga9on       Streamline  look  and   feel   Streamline  access   levels       Expand  access  for   external  users           Establish  interac9on   model  between   elements       Enhance  interac9ons   between  element   Introduce  2 nd  9er   interac9ons   elements        Finalize  machine   learning  framework                               Member/ Volunteer  DB   Consolidated  data       Develop  base  view   Enhanced,  context   sensi9ve  views  and   access  points   Develop  repor9ng   views  for  dashboard   Further  develop  tools   and  views    Add  cloud-­‐based   abstrac9on  layer       Iden9fy  views  and   access  points       Support  history   tracking   dependencies                                           Communica#ons   Iden9fy  types  and   priori9es   Integrated  views   independent  of   mechanism   Clarify  views  and   rela9onships   Support  history   tracking   dependencies   Automate  response   op9ons           Define  model  with   person  and  issues       Integrate  with  3rd   party  tools                                           Workflow   Iden9fy  rules  and   user  interac9ons       Build  rules  engine   Define  work   management  op9ons   Build  work   management  op9ons    Re-­‐evaluate   performance  metrics       Establish  interac9on   model       Build  base   no9fica9ons  and   access  points    Provide  API  for   customer   integra9ons   Enhance  no9fica9on   and  access  points         Completed    In  progress    At  risk   21  
  22. 22.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Emphasize  priori#es  within  larger  ini#a#ves   22   Phase  1   Phase  2   Phase  3   1.  People  (Member/Volunteer  DB)               2.  Communica9ons               3.  Workflow               4.  Knowledge  Base               5.  Issue  Tracking               6.  Membership  ini9a9ves              
  23. 23.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Balance  effort  across  working  groups   23  
  24. 24.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Bind  business  and  technology  views  of  a  project   24   MEMBER  MEMBER  SERVICES  REPRESENTATIVE   Epic  #21:  Process  a  member  request   Request  a   service   Member   found?   Epic  #15:   Create  new   member   Find  available  services   Service   available?   Address   valid?   Receive  new   service   request   US  #1032   Find     member   record   US  #1041   Verify   address   US  #1016   US  #1017   Edit   address   US  #1018   Browse   services   US  #1058   Search   services   US  #1059   Preview  a   service   US  #1060   View   recommenda 9ons   US  #1061   Submit   service   request   US  #1035   US  #1033   Receive   confirma9on   US  #1036   US  #1042   US  #1034   Yes   No   Yes   No   Yes   No  
  25. 25.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Establish   a  vision   Plan  Your  Route(s)   25   Understand   your   resources   Roadmap:   Plan  your   route(s)   Establish   sustainable   technologies   Internal  efficiencies   New  offerings/   collabora,ons   External  partnerships   Manage  change   while  suppor9ng   exis9ng  services   Expose  richer   themes,  more   heterogeneous   offerings   Ar9culate  /  sync   responsibili9es  and   capabili9es   Approach   Mo,va,ons  
  26. 26.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context ESTABLISH  SUSTAINABLE  TECHNOLOGIES   •  Move  legacy  systems  off  the  cri9cal  path   •  Create  a  sustainable  ecosystem   •  Enable  flexible  data   •  Build  rich  rela9onships  across  the  organiza9on   26  
  27. 27.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Harmonize  and  foster  flexibility   27   Separate data management from data delivery. This helps take legacy system changes off the critical path. Ecosystem Translation & Integration Pipeline Digital Access Facility APIs, end- points Identity Mgmt Rights Mgmt Content & Asset Management Data History Store Common Graph Store Application Layer Data managing applications End user (internal & external) applications Sources Layer Infrastructure, data storage, legacy applications External data sources Models, Vocabs Relationship Manager
  28. 28.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Linked  Data  is  “Next  Gen”   28   Paper  records   •  Filing  systems   •  Manual  coding   RDb   •  Data  models   (omen   proprietary)   XML   •  Schemas   •  Controlled   vocabularies   <xml  />   RDF   •  Ontologies   •  Shared   vocabularies   Organiza,on   Structure,  Math   Independence   Expressiveness   Collec9ons   RDB  
  29. 29.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Many  different  names…  but  one  essen#al  nature   29   It’s  about  the  rela,onships   Linked  Data   Graph  Data   Seman9c  Web   Knowledge  Graph   Open  Graph   Schema.org   Subject   (a  noun)   Object   (a  noun)   Predicate   (a  verb)  
  30. 30.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Consider  Linked  Data’s  Value   •  Do  more  with  your  own  content   •  Eliminate  data/info  silos   •  Improve  access  to  informa9on  resources   •  Enhance  the  member’s  experience   •  Serve  new  audiences   •  Manage  content  and  programs  more  flexibly     •  Enhance/extend  your  ins9tu9onal  rela9onships   •  Combine  your  data/informa9on  resources  with  3rd  par9es   •  Offer  “open  content”  for  easy  reuse  by  others   •  Gather  new  insights  about  how  data  is  used   •  Collaborate  to  create  new  resources   30  
  31. 31.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Shared  meaning   31   Local   Vocabulary   Shared   Vocabulary   Your   organiza9ons   are  focal  points   for  domains   and  subjects.       So  your  local   vocabularies   can  become   norms  for   broad  shared   vocabularies.  
  32. 32.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Establish   a  vision   Establish  Sustainable  Technologies   32   Understand   your   resources   Roadmap:   Plan  your   route(s)   Establish   sustainable   technologies   Internal  efficiencies   New  offerings/   collabora,ons   External  partnerships   Separate  data   management  from   delivery   Separate  data   management  from   delivery   Become  a  “hub”  for   domain/industry   ac9vity   Approach   Mo,va,ons  
  33. 33.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context PUT  IT  IN  GEAR  AND  GO   33  
  34. 34.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Principles  to  support  coordina#on   •  Communica9on   •  Team   •  Stakeholder   •  Cons9tuents     •  Consistency  of  language   •  Simple  language,  used  consistency,  builds  commitment   •  Avoid  “oh,  we  call  it  this…  what  do  you  call  it?”     •  Culture  of  honest  flexibility   •  Avoid  “date-­‐before-­‐value”  mentality,  even  where  deadlines  maer   •  Listen  to  feedback  and  perspec9ves   34  
  35. 35.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Keep  the  big  picture  in  mind   35   Vision   Org  /  Business  Perspec9ves   Specific  Project  Perspec9ves   Project  Approach   Design  Approach   Design  Specifics  
  36. 36.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Nurture  champions   36   Cul9vate     seeds  of   understanding,   ownership,  and   advocacy.    Who  cares?  
  37. 37.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Establish   a  vision   Align  Strategic  Direc#on,  Roadmaps,  Technology   37   Understand   your   resources   Roadmap:   Plan  your   route(s)   Establish   sustainable   technologies   Internal  efficiencies   Ac9ve  facilita9on   with  everyone,   focused  on  goals   New  offerings/   collabora,ons   External  partnerships   Foster  a  shared   understanding  of   stakeholder  needs   Explore  common   aspira9ons,  needs,   and  capabili9es   Surface  common   language,  needs   and  unique   perspec9ves   Consider  mul9ple   uses  of  content     and  data  resources   Iden9fy  gaps,   alignments,  and   needs  for   harmoniza9on   Manage  change   while  suppor9ng   exis9ng  services   Expose  richer   themes,  more   heterogeneous   offerings   Ar9culate  /  sync   responsibili9es  and   capabili9es   Separate  data   management  from   delivery   Separate  data   management  from   delivery   Become  a  “hub”  for   domain/industry   ac9vity   Approach   Mo,va,ons  
  38. 38.  ASAE  Tech  2016:  Aligning  Your  Strategic  Direc9on,  Roadmaps,  and  Technology        14  December  2016 @design4context Aligning  Your  Organiza9on’s  Strategic   Direc9on,  Roadmaps,  and  Technology   Duane Degler Design for Context duane@designforcontext.com @design4context Slides available online: http://designforcontext.com/insights/asaetech2016strategy

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