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Projects, Personas,
and Stakeholders
Project Management Institute
02/15/2017 Project Management Institute 2
Agenda
• Engagement
• Digital Marketing
• Project Management
• Community Management
• Field Trips
02/15/2017 Project Management Institute 3
Systems
Views
• Design Thinking
• Systems Theory
• Agile
• Digital Marketing
Tools and Reviews
• Persona templates
• Project management
templates
• Field trips
picture	source:		http://www.waterbury.uconn.edu/images/campus_3.jpg
02/15/2017 Project Management Institute 4
Cut Through the Clutter – Value Engagement
• 50	billion
• 3	billion
• 7	seconds
• 3	seconds
02/15/2017 Project Management Institute 5
Cut Through the Clutter – Value Engagement
• 50	billion	– indexed	web	pages
• 3	billion– searches/day
• 7	seconds	– average	wait	for	online	
video	proves	relevant	before	leaving	page
• 3	seconds	– average	wait	for	web	page	
proves	relevant	before	leaving	page
02/15/2017 Project Management Institute 6
02/15/2017 Project Management Institute 7
Sell Tell that to me again
picture	sources:		http://www.thinkgeek.com/product/d314/
http://images2.wikia.nocookie.net/__cb20080220004325/starwars/images/thumb/2/2e/Imperial_Emblem.svg/250px-Imperial_Emblem.svg.png
http://fc00.deviantart.net/fs71/f/2012/258/4/2/rebel_alliance_emblem_by_the_pyri-d5es44d.png
Says	who?
02/15/2017 Project Management Institute 8
02/15/2017 Project Management Institute 9
Where are we?
1.Russian meteor 138 million views
in first 72 hours. This year’s
super bowl audience 108 million
2.25% of the 20 million tweets
duringSandy were on-the-ground
photos and video.
3.Hyper local – GeoTagging
#walpole #restaurant
Top	left	picture	source:		http://www.cnn.com/2013/02/15/world/europe/russia-meteor-shower
Bottom	right	picture	source:		http://online.wsj.com/article/SB10001424052748704597704574487580041364544.html
02/15/2017 Project Management Institute 10
Question: Who Broke Marketing and Sales?
Answer: We did.
• 86% skip TV ads THE GUARDIAN, AUGUST 2010
• 91% unsubscribe from opt-in email ExactTarget, 2011
• 44% of direct mail is never opened EPA.GOV, NOV 2010
• 200M on the Do Not Call list FTC, 2010
• SPAM is 67% of all mail Statista, 2014
02/15/2017 Project Management Institute 11
The way we look is different
02/15/2017 Project Management Institute 12
The way we complain is different and now more viewable
1/4th of respondents who complain via Facebook or Twitter expect a
reply within 60 minutes
Speed kills
Engagement/Empathy
are expected
02/15/2017 Project Management Institute 13
Not a terribly exciting, but wait … he’s about to talk …
source: http://www.flickr.com/photos/pburch_tulane/4195280723/
02/15/2017 Project Management Institute 14
What? He lost me at “The brilliance of my …
pic source: http://www.flickr.com/photos/pburch_tulane/4195280723/in/photostream/
One-way,	outbound,	speaker-centric
The brilliance of my product is the
synergies I’ve created in a game-
changing platform that will
revolutionize and vertically
synergize your world like you’ve
never thought about before – me,
me, my, my, I, I, blah, blah
02/15/2017 Project Management Institute 15
source: http://www.inc.com/magazine/20100301/ceo-passions-hosting-benefit-concerts.html
Nice little gathering – the cocktail crowd, many smiles.
02/15/2017 Project Management Institute 16
Two-way, Inbound
02/15/2017 Project Management Institute 17
Buyer’s journey provides context for content
02/15/2017 Project Management Institute 18
Keywords and Phrases That Your Community Use
• What are their problems?
• What keeps them awake at night?
• What do they want to know?
• What words and phrases do they use to describe these
problems?
Your buyer is faced with problems, develop topics that appeal
to them:
Turn strangers into friends,
turn friends into customers,
turn customers into salespeople.
Seth Godin
02/15/2017 Project Management Institute 19
To get found, find out about persona
Your buyer is faced with problems, develop
topics that appeal to them
• Measurable ROI (Return on Involvement)
• What’s in it for Me?
What’s in it for Them? WIIFT
• Answer WIIFM? with WIIFT?
• Create an archetype of your buyer persona with all the
details you can provide:
– what the user does,
– is motivated professionally by,
– reads, works, is interested in
• The goal is to understand this person's motivation and
need.
– What’s in it for them now provides answers to What’s in it
for me
02/15/2017 Project Management Institute 20
Persona Development Strategy
We have a worksheet to help build engagement and
content marketing strategy.
To start strategy think:
• Keyword and key phrase research,
• Topic tracker,
• Community research,
• Trusted source,
• Trusted media,
• Persona objectives,
• Customer journey,
• User experience
Use worksheet for active development and on-going
strategic goals.
02/15/2017 Project Management Institute 21
Persona – think like a publisher
1.Identify the persona(s) of who needs your solution?
2.Investigate words and phrases they use to describe problems?
– Search engines answer questions
– 3 and 7
3.Develop content that describes issues and problems they have faced and then provides details on
how to solve these problems
– What are their problems?
– What keeps them awake at night?
– What do they want to know?
pic source: Leadership-Pegs.jpg
From	leading	to	contributing
02/15/2017 Project Management Institute 22
Keyword meritocracy and persona identification
Persona matrix worksheet
The	Person Who	are	they? Why	are	they	interested?
The	
Hypothesis
+Work	conditions
+Work	strategies	and	goals?
Information	strategies	and	needs
Verification
+Likes/Dislikes
+Inner	Needs
+Values
+Area	of	Work
+Work	Conditions
Defining What	is	the	need	of	this	person
Validation
+Goals
+What	engages	this	persona
+Feeling	about	industry
+Feeling	about	networking
+Feeling about	learning
+What	are	the	differences	between	
personas
Persona matrix worksheet modified from Lene Nielsen PhD http://www.hceye.org/HCInsight-Nielsen.htm
02/15/2017 Project Management Institute 23
Communication Rule #1: Know Your Audience
What’s In It For Me? (WIIFM?) the #1
communication filter
• Search engines answer questions
– 3 and 7
• Identify the persona(s) in need of
your solution
– What are their problems?
– What keeps them awake at night?
– What do they want to know?
What’s in it for Me? What’s In It For
Them? (WIIFT?)
• Write their story
– Valued content describes issues and
problems they have face and provides
detail on how to solve these problems
• A source for their solution
– Hang out where they hang out
– Investigate words and phrases they
use to describe problems?
– Measure ROI (Return on Involvement)
02/15/2017 Project Management Institute 24
The Engagement Strategy
People search for answers to their
questions, not for your content
Persona design
• What answers can you provide for
what they search for
– Keywords
– Key phrases
• Think like a publisher – compelling
content: unique to them
• Think like a publisher – compelling
content: unique to their community
Focus on keywords and phrases that
buyers use
• Who are your clients? Prospects?
– What are they interested in?
– What do you want to hear from them?
– What do you want to talk to them
about?
• This is more than segmentation
– What value can you offer?
– What are your goals?
02/15/2017 Project Management Institute 25
It Really is About Them - WIIFM? Leads to WIIFT?
Persona	Matrix
The	Person Who	are	they? Why	are	they	interested?
The	Hypothesis
+Work	conditions
+Work	strategies	and	goals?
Information	strategies	and	needs
Verification
+Likes/Dislikes
+Inner	Needs
+Values
+Area	of	Work
+Work	Conditions
Defining What	is	the	need	of	this	person
Validation
+Goals
+What	engages	this	persona
+Feeling	about	industry
+Feeling	about	networking
+Feeling about	learning
+What	are	the	differences	between	
personas
02/15/2017 Project Management Institute 26
Get Found
Tools Objective
1. Persona Form
2. Persona Outline
3. Search Engines – Google, Bing
4. Search Engine Results Pages
1. Develop persona
2. Identify key words and phrases
3. Identify communities, listening
posts, and watering holes
4. Review top persona objectives,
pain points
02/15/2017 Project Management Institute 27
Questions You Need to Ask When Developing Buyer
Personas
• What is their demographic
information?
• What is their job and level of
seniority?
• What does a day in their life look like?
• What are their pain points?
• What do they value most? What are
their goals?
• Where do they go for information?
• What experience are they looking for
when shopping for your products and
services?
• What are their most common
objections to your product or service?
• How do I identify this persona?
02/15/2017 Project Management Institute 28
Further Review: People search for answers to their
questions, not your content
Persona Design
1. What answers can you provide for
what they search for
2. Keywords
3. Key phrases
4. Think like a publisher – compelling
content, unique to them
5. Think like a publisher – compelling
content, unique to their
community
Persona Places
pic source modified from: http://www.hubspot.com/download-the-2012-state-of-inbound-marketing/
02/15/2017 Project Management Institute 29
The Search Engine Meritocracy
Know the Language
• Focus on the keywords and phrases
that your buyers use
• Google, and all search engines,
provide answers to questions
• Don’t like the answers you get,
tweak the question and try again
• Answers come back based on
meritocracy
– Authority
– Relevance
Think Like a Publisher
• Offer solutions for each buying
persona
• Link content to the place where
action occurs
• Curate content of others
• Offer your editorial on relevant
content
• Don’t email, blog
02/15/2017 Project Management Institute 30
Share What Solves Problems, What Answers Questions
The greatest challenge in today’s
world of marketing
• Content is remarkable when
someone defines it as remarkable,
not when your marketing or product
manager define it as remarkable.
• Your strategy relies on enabling
others
• You really have no control over your
product’s value, however, you do
have control about hosting and
socializing with people who will
advocate, refer, and recommend
your service or product
02/15/2017 Project Management Institute 31
Social Part of Social Media
Identify Where
• Plan
– Identify who and why
– Design the plan
– Get Found, Be Sticky, Call to
Action
• Monitor and measure
– Tools: Google, statistics, feedback
– What to measure, what to tweak
– Resources to manage your identity
Listen In
• Contribute
– Hearing
– Adding
– Collaborating
• ROI – Return on Involvement
02/15/2017 Project Management Institute 32
Content conception worksheet
HubSpot	source:	http://cdn2.hubspot.net/hub/137828/file-799282870-pdf/HubSpot_Concepting_worksheet_editable.pdf?t=1405616634858&t=1420479859718
02/15/2017 Project Management Institute 33
Leverage templates available
Templates provide
• Quick-start planning
• Style consistency
• Word templates present
structured approach to guide and
build
• Quickly create blog posts
Email Blog Event
Page Sign Up
02/15/2017 Project Management Institute 34
Attraction is an offsite effort > 70%
Blog
Search
Engine
Optimization Hyperlinks
to	Your
Content Keywords
RSS
Feeds
Events
LinkedIn
Facebook
Email
Newsletter
02/15/2017 Project Management Institute 35
Tools and Reviews
Project Management
02/15/2017 36
Each template feeds into the next to claim scope
Impact
Assessment
Stakeholder
Assessment
Communications
Plan
Review
with
Sponsor
Stakeholder
Future
State
Stakeholder
Current
State
Scope	phase Plan	phase
02/15/2017 Project Management Institute 37
Impact feeds stakeholder assessment
Impact	to:
• Enterprise,
• Division,
• Team,
• Job	category
Type	of	impact:
• Culture,
• Process,
• Structure
Potential	resolution:
• Training,
• Communication,
• Alignment
02/15/2017 Project Management Institute 38
Stakeholder analysis feeds communication
Identify:
• Influence
• Disposition
• Level	of	Awareness
• Criticality
Motivation:
• Priorities,
• Level	of	involvement,
• Disposition
Potential	engagement:
• Level	of	effort,
• Delivery,
• Matrix
• Measure/Adjust	
02/15/2017 Project Management Institute 39
Stakeholder analysis provides current- and future-state
1. Plot	two	stakeholders	views:		1)	current-state matrix
and	2)	proposed-state matrix
2. Review	impact	assessment,	stakeholder	assessment	both	
matrices	to	identify	new	opportunities	and	risks
02/15/2017 Project Management Institute 40
Communications planning prepares project management
Plan:
• Objective,
• Audience
Feedback:
• Communication,
• Phase,
• Frequency
Delivery:
• Level	of	effort,
• Delivery	Channel,
• Measure/Adjust	
02/15/2017 Project Management Institute 41
Community Portal
Field Trip – Blue Cross Blue Shield
02/15/2017 42
Community Based Care Management
02/15/2017 Project Management Institute 43
Community Based Care Management
02/15/2017 Project Management Institute 44
Enter forms:
• Assign
community
Community Based Care Management
02/15/2017 Project Management Institute 45
Community Based Care Management
View forms:
• Across
community
• Filter
• Date range
02/15/2017 Project Management Institute 46
Homepage with User-generated Content
Field Trip – Community Based Care Management
02/15/2017 47
CBCM SharePoint landing page
Proprietary & Confidential02/15/2017 Project Management Institute 48
02/15/2017 Project Management Institute 49
True North
Field Trip - Enterprise Stakeholders
02/15/2017 50
Information Technology’s new operating model
• Identify	key	areas	with	IT	that	require	training
• Work	with	IT	resources	to	ensure	appropriate	and	
timely	training	is	provided
• Oversight	of	vendor	management	process	(i.e.,	
SOWs,	etc.)
IT	Business	
Management
• Owner	of	the	Systems	Strategy	and	Roadmap
• Bus.	Process,	Systems	and	Technical		Architects
• Capacity	Planning	and	Management
• Information	and	Data	Architecture
• Innovation/R&D
IT	
Architecture
• Provide	SMEs	to	support	development	or	other	key	
elements	of	work	in	implementation	and	any	
necessary	systemic	changes	after	implementation
Systems	
Development
• Provide	PM	to	ensure	timely	completion	of	all	
necessary	tasks
• Document	risks	and	other	documentation	as	per	
standard	EPMO	processes
Enterprise	
Project	
Management	
Office
Human	Resources	– Business	Partner
Human	Resources	– Training	and	Development
Human	Resources	– Communications	Business	Partner
CIO
1. Focus on the Customer and Service
(little “c”, little “s”)
2. Improve Operational Efficiency
3. Thrive in the Post Health Care Reform
Era
• Data	Center	Operations
• Mainframe,	Mid-Range,	Distributed
• Storage
• Network	Operations	– Voice	and	Data
• Help	Desk
• Security	
• Disaster	Recovery	Planning	and	Testing
• Desktop
• Level	1	Production	Support
IT	Inf.		&	
Operations
• Each	major	business	area		single	point	of	contact
• End	to	End	Accountability	of	IT	Services
• Strategic	Partner	w/business:	look	for	business	
opportunities	where	technology	can	be	leveraged
• Bus.	Systems	Analysis	and	Demand	Management
IT	Business	
Solutions
Plan Build
Run
Manage
02/15/2017 Project Management Institute 51
Information Technology’s Outlook change management effort
• Adopt	IT	change	management	framework
• Collaborate	with	EPMO	on	change	management	
tools	and	resources	that	would	immediately	improve	
program	adoption
• Focus	training	link	to	business	impact
IT	Business	
Management
• Environment	assessment
• Define	requirements
• Pilot	first-wave	
IT	
Architecture
• Standup	Personal	Productivity	SharePoint	portal
• Provide	search,	calendar,	and	functional	features	to	
improve	end-user	experience	
Systems	
Development
• Collaborate	on	Program	lifecycle	and	organization	
change	management	lifecycle
• Increase	risk	register	to	account	for	people	change	
risk
• Collaborate	on	in-flight	lessons	learned	
Enterprise	
Project	
Management	
Office
• Front-line	business	ambassadors	who	communicate	
progress,	concerns,	changes,	and	opportunities
• 2-way	exchange	between	project	team	and	IT	
Business	Solutions	team
IT	Business	
Solutions
• Coordinate	migration	waves
• Identify	and	mitigate	technical	issues
• Initial	tracking	and	managing	new	questions,	new	
risk,	and	new	solutions
• Moderate	SharePoint	FAQS	and	discussions
IT	Inf.	–
Inf.	and	Ops.
Human	
Resources	–
Business	
Partner
• Review	vendor	training	program	content	for	
organization	learning	style
• Collaborate	with	vendor	on	course	content,	syllabus,	
survey,	and	measures
Human	
Resources	–
Learning	and	
Development
• Build	program	communications	plan
• Create	communication	assets
• Monitor	and	measure	for	impact
Human	
Resources	–
Corporate	
Communicati
ons
• Identify	program	change	management,	people	
impacts	and	risks
• Develop	and	roll	out	solutions	that	integrates	
communications,	training,	advocacy
• Monitor,	modify,	and	articulate	risk
IT	Change	Management
CIO
02/15/2017 Project Management Institute 52
Employees as customers: change management
communication portfolio
Channel Message Expected Results
Personal Productivity	Program	
End-User	Community	Site
1. About	the	Program	FAQs
2. About	the	Migration	FAQs
3. Outlook	Training
4. Your Migration	Schedule	&	T	minus	countdown	
alerts
5. Collaborative	Discussion	Board
6. FAQs
7. >	5	options	for	training,	more	to	come
1. One stop	shop	for	Outlook	upgrade	
information,	communication,	and	training
2. Build	engagement	around	the	upgrade
3. Transparency
4. Brand	the	program	and	alignment	to	
business	strategies
Business	Unit	Champions:
• name
• name
• name
• name
• name
• name
• name
Sean Quinn	identified	Champions	to	help:
1. Promote	the	Brand
2. Communicate	the	Change
3. Communication	the	Training
4. Communicate the	Migration
5. Be	discussion	board	champions
6. Provide	feedback	from	business	groups
1. Strong	engagement from	the	user	
community
2. Heighten excitement	around	the	
migration
3. Retention of	users	migrated	,	become		
discussion	board	champions
Post	Migration	Feedback Forms Capture end	user	community	experience. 1. Review	results	during	the	on-going	chat	
and	chew	with	Business Unit	Champions
2. Identify		future	improvements	through	
trends
Trending	Topics	from	FAQs	and	
Discussion	Board
End	User	Community		Partners	Collaboration 1. Engaged	community partners	to	answer	
outlook	questions	in	English
2. Improve	communication
Floor	Walkers	/	Service	Desk Just	in	time	trouble	shooting	support post	migration Easy access	to	support	team	post	migration
Alpha/Beta Lessons	Learned Brief	Dave	MacPhee what	worked	and	what to	
improve	for	go/no-go	options	and	improvements
Improve	scale to	enterprise	from	migration	
sample
02/15/2017 Project Management Institute 53
Change management elements against program
management
Time
E
f
f
o
r
t
Project	Management	Life	Cycle
Change	Management	Life	Cycle
Changes
Training	 Communication Process Behavior
q Review	and	
recommend
q Training	self-help
q Reference	cards	&	
Quick	Tips
q Program	branding
q eMail
q Calendar/Schedule
q SharePoint	Program	Portal
q Blue	TV
q Video
q Program	communication	from	
Doug	Blackwell
q Elevator	flyers
q System	Tray
q Discussion	Board
q FAQs	– technical	and	
programmatic
q SharePoint
q New	communication	and	
change	message channels
q BU	Champions
q Leader advocates
q SME	availability
q Sign- off
Product launch
02/15/2017 Project Management Institute 54
Introduction of templates and legend to review templates
Template name and full view
Template section drilldown
Template
Section enlarged
02/15/2017 Project Management Institute 55
Impact analysis sample template 1
• All managers and leaders are message champions
• Communicate consistently across and within
stakeholder groups
• Tailor communication to the interests of each
audience
• Use proven delivery methods that have been
successful in the past, while taking advantage of
innovative new processes
• Involve stakeholders in program decision making
• Actively solicit, listen and respond to customer
feedback
Communication Principles
• Increase awareness of how the program helps the
organization meet its mission challenges today and
will help in the future
• Prepare users for changes
• Educate stakeholders about the method of
delivering capabilities
• Involve stakeholders in planning for changes in
people, process and technology; get their feedback
on the process; and gain
• their buy-in
• Inform external oversight bodies and gain their
support
• Share the project’s progress and celebrate its
successes
Communication Objectives
56
Scope, plan, manage, and measure
Project Management Tools
• Organizational Process Assets
• Enterprise Environment Factors
• Change Readiness
• Impact Analysis
• Stakeholder Assessment
• Communications
• Risk Register
Project Management Objectives
1. Investigate the impact to internal
and external stakeholders
2. Identify stakeholders
3. Improve communication
02/15/2017 Project Management Institute 57
Impact analysis sample template 1 of 3
58
Impact analysis sample template 2 of 3
59
Impact analysis sample template 3 of 3
60
Plan, manage, and measure
Project Management Tools
• Organizational Process Assets
• Enterprise Environment Factors
• Change Readiness
• Impact Analysis
• Stakeholder Assessment
• Communications
• Risk Register
Project Management Objectives
1. Identify potential advocates and
critics of the change
2. Eliminate resistance to change
3. Create a team atmosphere
4. Establish a level of trust
5. Create a sense of ownership for
participants involved in the
change
6. Raise the level of communication
effectiveness
02/15/2017 Project Management Institute 61
Stakeholder assessment sample 1 of 3
Name or Group Role
Motivation, Drivers, Expectations of
Exchange
When does this stakeholder
need to be involved in the
change effort?
Stakeholder Management
Activities
Who Delivers When due Status
- 0 + ++
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
- 0 + ++
4 3 6 3
Stakeholder Analysis
Predisposition
Disposition sum
• All managers and leaders are message champions
• Communicate consistently across and within
stakeholder groups
• Tailor communication to the interests of each
audience
• Use proven delivery methods that have been
successful in the past, while taking advantage of
innovative new processes
• Involve stakeholders in program decision making
• Actively solicit, listen and respond to customer
feedback
Communication Principles
• Increase awareness of how the program helps the
organization meet its mission challenges today and
will help in the future
• Prepare users for changes
• Educate stakeholders about the method of
delivering capabilities
• Involve stakeholders in planning for changes in
people, process and technology; get their feedback
on the process; and gain
• their buy-in
• Inform external oversight bodies and gain their
support
• Share the project’s progress and celebrate its
successes
Communication Objectives
62
Stakeholder assessment sample 2 of 3
Name or Group Role
Motivation, Drivers, Expectations of
Exchange
When does this stakeholder
need to be involved in the
change effort?
- 0 + ++
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
X
- 0 + ++
4 3 6 3
Stakeholder Analysis
Predisposition
Disposition sum
Use this to make
your sponsors and
your team aware
of the
Plot these
individually on a
4 X 4 matrix
(see slide 24)
63
Stakeholder assessment sample 3 of 3
Motivation, Drivers, Expectations of
Exchange
When does this stakeholder
need to be involved in the
change effort?
Stakeholder Management
Activities
Who Delivers When due Status
Stakeholder Analysis
64
Stakeholder management visual plot
X
X
X
X
- 0 + ++
4 3 6 3
Disposition sum
65
Plan, manage, and measure
Project Management Tools
• Organizational Process Assets
• Enterprise Environment Factors
• Change Readiness
• Impact Analysis
• Stakeholder Assessment
• Communications
• Risk Register
Project Management Objective
1. Without good information,
people make it up
2. Lack of information breeds
uncertainty… and anxiety
3. Anxiety interferes with focus and
productivity
4. People work harder for
organizations they feel a part of
5. Communication stimulates new
ways of thinking
6. Communication is about ensuring
the right messages are conveyed
to the right stakeholders through
the right mechanisms in real time
02/15/2017 Project Management Institute 66
Communication will increase business’ understanding, ownership and
acceptance of the change
• What is the
transformation
about?
• Why is there a
need for it?
• What major
changes will
occur?
• How will my
organization be
different?
• What does it
mean to end
users?
• What is the
timeline for
significant
events?
• How will the
changes impact
me and job?
• What are my new
roles and
responsibilities?
• How can I
influence the
changes?
• What new
functionalities will
be provided?
• How will the
current processes
change?
• How will the
progress be
measured and
reported?
• Where do I go to
find more
information?
• How does the
change/process/t
echnology work?
• How will the
changes help me?
• What are my new
responsibilities?
• What support will
I have after
training?
• Who are the
primary points of
contact
• Who can answer
my questions?
• How will the
changes be
implemented?
• Who can I call if I
have problems?
• When will the
changes be
implemented?
• How are the
customers
adapting
throughout the
transition
process?
• What
communications
channels are
working/not
working?
• What kind of
concerns do the
customers have?
• What are the
lessons learned?
Awareness
Understanding/
Involvement
Training/
Acceptance
Implementation/
Transition
Follow up
67
Communications plan sample 1
Messaging
Project Team Workstream
Name of
Communication
Event
Audience
Category
Audience
Description
Delivery
Channel
Project
Phase
Frequency Target Date(s)
Communication Objectives
(Commitment Curve)
Key Messages Content Developer
Content Reviewer
& Approver
Key
Communicators
Additional
Notes
Status Status Notes
Location of
Communication
Documents
General Information Timing Communication Roles Communication Status
• All managers and leaders are message champions
• Communicate consistently across and within
stakeholder groups
• Tailor communication to the interests of each
audience
• Use proven delivery methods that have been
successful in the past, while taking advantage of
innovative new processes
• Involve stakeholders in program decision making
• Actively solicit, listen and respond to customer
feedback
Communication Principles
• Increase awareness of how the program helps the
organization meet its mission challenges today and
will help in the future
• Prepare users for changes
• Educate stakeholders about the method of
delivering capabilities
• Involve stakeholders in planning for changes in
people, process and technology; get their feedback
on the process; and gain
• their buy-in
• Inform external oversight bodies and gain their
support
• Share the project’s progress and celebrate its
successes
Communication Objectives
68
Communications plan sample 1 of 4
Project Team Workstream
Name of
Communication
Event
Audience
Category
Audience
Description
D
C
General Information
69
Messaging
n
Delivery
Channel
Project
Phase
Frequency Target Date(s)
Communication Objectives
(Commitment Curve)
Timing
Communications plan sample 2 of 4
70
s
Key Messages Content Developer
Content Reviewer
& Approver
Key
Communicators
Addit
No
Communication Roles
Communications plan sample 3 of 4
71
Key
municators
Additional
Notes
Status Status Notes
Location of
Communication
Documents
Communication Status
Communications plan sample 4 of 4
72
Communications plan sample 2
Frequency Activity Purpose Prepare Participate or Review
Weekly Conduct Project Team (DT) Meeting Planning session for DT MT MT, DT
Weekly
Develop meeting minutes Verify/develop project/archive old news,
new news, and actions
Communication Lead ---
Weekly
Develop Advisory Team (AT) talking points Provide relevant project activity summary
and information requests for AT members
to discuss with Sponsors
Communication Lead MT
Weekly
Update project plan Update project plan with work performed
and any changes to tasks
Communication Lead MT
1st and 3rd
Tuesdays of every
month (TBD)
Conduct AT Meeting
Update AT on project progress, obtain
input, identify and resolve issues
Communication Lead, MT AT, MT, DT
Bi-weekly Develop Client Status Report
Update Project Leadership on project
progress and identify issues/risks
Communication Lead MT
Bi-weekly Deliver Client Status Report --- --- MT
Weekly
Conduct Client Status Meeting (Project
Leadership)
Update Project Leadership on project
progress, obtain input, identify and resolve
issues
MT Project Leadership, MT
Weekly Collect AT information and follow-on actions
Based on AT input, coordinate
suggestions or communications
Communications Lead Communications Lead
Bi-weekly
Collect client feedback, information, follow-
on actions
Output of bi-weekly client meeting Communications Lead Communications Lead
Bi-weekly
Develop project team next-step (for following
week) action reports
From bi-weekly client meeting update
or modify based on client meeting
MT MT, Communications Lead
Weekly
Develop project team next-step (for following
week) action reports
Create team action reports MT MT, Communications Lead
Weekly
Collect status progress reports from team leads Collect information from team leads to
harmonize project modifications and
develop team communication
Communications Lead Communications Lead
Weekly
Update client status report Boutelle calls Gaddy to give project update Communications Lead Communications Lead to
provide talking points;
Sponsor, AT
Weekly
AT and Sponsor touch point Goldstein calls Ford to give project update Communications Lead Communications Lead to
provide talking points; AT
Weekly
Project Leadership touch point Richardson catches up with Argodale and
Bonta
Communications Lead Communications Lead to
provide talking points; AT
lead calls Sponsor
Weekly
Debrief/document client feedback or action steps
from client meeting
Verify/develop project/archive old news,
new news, and actions
Communications Lead MT, Communications Lead
Weekly
Follow-on actions from client meeting Verify/develop project/archive old news,
new news, and actions
Communications Lead MT, Communications Lead
Weekly
Develop meeting agenda Coordinate communication from the week
and develop Monday's agenda
Communications Lead MT, Communications Lead
MONTHLY
2nd Tuesday of
each month - April
11, May 9, June 13,
July 11 (TBD)
Executive Briefing Summary briefings for Sponsors and Project
Leadership to present status and gather
feedback
MT, Communications Lead Sponsors, Project Leadership,
MT
GROUPS
Advisory Team (AT)
Management Team
Project Team (DT)
Sponsors
Project Leadership
MONDAY
WEDNESDAY
THURSDAY
FRIDAY
TUESDAY
Project Management Team Communications
73
Personal Productivity Communication Review
Field Trip – Blue Cross Blue Shield
02/15/2017 74
Communication: multiple channels, multiple voices, multiple
releases
Program	collaboration	
portal
Elevator	flyers
BTV	slideshow
Horizon	Headlines	video
02/15/2017 Project Management Institute 75
SharePoint Personal Productivity community engagement –
landing page
02/15/2017 Project Management Institute 76
SharePoint community engagement - training
02/15/2017 Project Management Institute 77
SharePoint community engagement – Discussion Board
from user-generated answers and insight
02/15/2017 Project Management Institute 78
SharePoint community engagement – FAQ cultivated from
discussion board and IT Service Desk
Service	Desk	responded	to	all	discussion	board	activity	within	4	hours.		The	team	was	
trained	to	answer	online	questions.		There	was	no	hold	comments	and	replies	for	
review	before	release.02/15/2017 Project Management Institute 79
SharePoint community engagement – Outlook page for
application-specific detail
02/15/2017 Project Management Institute 80
New collaboration –Discussion Board and FAQs
The	discussion	board	generated	265	topics	and	replies.		We	used	the	discussion	board	to	
inform	us	of	unknown	technical	and	service	issues	and	relied	on	it	in	a	focus	group	
manner.		Still	in	use	today.
02/15/2017 Project Management Institute 81
Review of Portal Metrics
Field Trip – Blue Cross Blue Shield
02/15/2017 82
Training directly relates to end-user adoption and utility
Bad	news:		We	left	93%	of	class	capacity	
vacant. However,	the	recent	Lync	classes	had	
29%	capacity	for	available	seats.
Good news: 95% of survey, over 1,000 people,
answer “Yes” knowledge increased after
taking a 1-hour session.
02/15/2017 Project Management Institute 83
A portal provides flexible access, on-demand, for content and
on-going feedback on what people are looking for
This graph shows Daily page views.
Average 3,145 page views a day. Again,
January to March is highlighted.
This graph shows daily, unique visitors
from January to March.
Activity was the major effect of rollout,
average, Monday through Friday 102
visitors a day
02/15/2017 Project Management Institute 84
A portal provides flexible access, on-demand, for content and
on-going feedback on what people are looking for
Total	Page	Views
360,548 w/o	Design
#	of	Page	Views %	Overall
1 23,346 6.475%
2 22,001 6.102%
3 11,854 3.288%
4 11,331 3.143%
5 9,632 2.671%
6 8,285 2.298%
7 7,992 2.217%
8 7,587 2.104%
9 6,737 1.869%
10 6,715 1.862%
Page	Title %PageView #PageViews
1 FAQ 41% 203,941
2 Discussion 21% 103,755
3 Home	Page 9% 41,855
4 Outlook 4% 18,698
5 SharePoint 3% 16,437
6 Training 3% 15,193
7 Win	7 2% 11,717
8 Lync 1% 5,611
9 Outlook	Discussion 1% 3,285
10
Outlook	Day	1	action	
items.pdf	(download)
1% 2,681
Top	2	combined 62% 307,696
The chart on the left shows top 10 portal viewers
Total page views 360,548
The chart on the right removes IT resources who
showed up in top 10. Total page views 273,902
This chart shows top 10 page views. Interesting to note: the training page was only 3% of the total pages viewed. FAQs and
Discussion Board combined represent 66% of total page views, does this speak to self-service?
Total	Page	Views
273,902	 w/o	IT	Service
#	of	Page	Views %	Overall
1 22,001 8.032%
2 7,587 2.770%
3 6,737 2.460%
4 6,715 2.452%
5 6,154 2.247%
6 5,862 2.140%
7 5,674 2.072%
8 5,256 1.919%
9 4,724 1.725%
10 4,196 1.532%
02/15/2017 Project Management Institute 85
Thank you
02/15/2017 Project Management Institute 86
@TobyElwin
email@TobyElwin.com
http://TobyElwin.com
• Community Persona design
• Scope: or how to manage projects for organization success
• How to launch and manage your social media identity
But	I	don’t	want	to	go	among	mad	people,"	Alice	
remarked.
"Oh,	you	can’t	help	that,"	said	the	Cat:	"we’re	all	
mad	here.	I’m	mad.	You’re	mad."
"How	do	you	know	I’m	mad?"	said	Alice.
"You	must	be,"	said	the	Cat,	"or	you	wouldn’t	have	
come	here.”
― Lewis	Carroll, Alice	in	Wonderland

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Projects, Personas, and Stakeholders

  • 3. Agenda • Engagement • Digital Marketing • Project Management • Community Management • Field Trips 02/15/2017 Project Management Institute 3
  • 4. Systems Views • Design Thinking • Systems Theory • Agile • Digital Marketing Tools and Reviews • Persona templates • Project management templates • Field trips picture source: http://www.waterbury.uconn.edu/images/campus_3.jpg 02/15/2017 Project Management Institute 4
  • 5. Cut Through the Clutter – Value Engagement • 50 billion • 3 billion • 7 seconds • 3 seconds 02/15/2017 Project Management Institute 5
  • 6. Cut Through the Clutter – Value Engagement • 50 billion – indexed web pages • 3 billion– searches/day • 7 seconds – average wait for online video proves relevant before leaving page • 3 seconds – average wait for web page proves relevant before leaving page 02/15/2017 Project Management Institute 6
  • 8. Sell Tell that to me again picture sources: http://www.thinkgeek.com/product/d314/ http://images2.wikia.nocookie.net/__cb20080220004325/starwars/images/thumb/2/2e/Imperial_Emblem.svg/250px-Imperial_Emblem.svg.png http://fc00.deviantart.net/fs71/f/2012/258/4/2/rebel_alliance_emblem_by_the_pyri-d5es44d.png Says who? 02/15/2017 Project Management Institute 8
  • 10. Where are we? 1.Russian meteor 138 million views in first 72 hours. This year’s super bowl audience 108 million 2.25% of the 20 million tweets duringSandy were on-the-ground photos and video. 3.Hyper local – GeoTagging #walpole #restaurant Top left picture source: http://www.cnn.com/2013/02/15/world/europe/russia-meteor-shower Bottom right picture source: http://online.wsj.com/article/SB10001424052748704597704574487580041364544.html 02/15/2017 Project Management Institute 10
  • 11. Question: Who Broke Marketing and Sales? Answer: We did. • 86% skip TV ads THE GUARDIAN, AUGUST 2010 • 91% unsubscribe from opt-in email ExactTarget, 2011 • 44% of direct mail is never opened EPA.GOV, NOV 2010 • 200M on the Do Not Call list FTC, 2010 • SPAM is 67% of all mail Statista, 2014 02/15/2017 Project Management Institute 11
  • 12. The way we look is different 02/15/2017 Project Management Institute 12
  • 13. The way we complain is different and now more viewable 1/4th of respondents who complain via Facebook or Twitter expect a reply within 60 minutes Speed kills Engagement/Empathy are expected 02/15/2017 Project Management Institute 13
  • 14. Not a terribly exciting, but wait … he’s about to talk … source: http://www.flickr.com/photos/pburch_tulane/4195280723/ 02/15/2017 Project Management Institute 14
  • 15. What? He lost me at “The brilliance of my … pic source: http://www.flickr.com/photos/pburch_tulane/4195280723/in/photostream/ One-way, outbound, speaker-centric The brilliance of my product is the synergies I’ve created in a game- changing platform that will revolutionize and vertically synergize your world like you’ve never thought about before – me, me, my, my, I, I, blah, blah 02/15/2017 Project Management Institute 15
  • 16. source: http://www.inc.com/magazine/20100301/ceo-passions-hosting-benefit-concerts.html Nice little gathering – the cocktail crowd, many smiles. 02/15/2017 Project Management Institute 16
  • 17. Two-way, Inbound 02/15/2017 Project Management Institute 17
  • 18. Buyer’s journey provides context for content 02/15/2017 Project Management Institute 18
  • 19. Keywords and Phrases That Your Community Use • What are their problems? • What keeps them awake at night? • What do they want to know? • What words and phrases do they use to describe these problems? Your buyer is faced with problems, develop topics that appeal to them: Turn strangers into friends, turn friends into customers, turn customers into salespeople. Seth Godin 02/15/2017 Project Management Institute 19
  • 20. To get found, find out about persona Your buyer is faced with problems, develop topics that appeal to them • Measurable ROI (Return on Involvement) • What’s in it for Me? What’s in it for Them? WIIFT • Answer WIIFM? with WIIFT? • Create an archetype of your buyer persona with all the details you can provide: – what the user does, – is motivated professionally by, – reads, works, is interested in • The goal is to understand this person's motivation and need. – What’s in it for them now provides answers to What’s in it for me 02/15/2017 Project Management Institute 20
  • 21. Persona Development Strategy We have a worksheet to help build engagement and content marketing strategy. To start strategy think: • Keyword and key phrase research, • Topic tracker, • Community research, • Trusted source, • Trusted media, • Persona objectives, • Customer journey, • User experience Use worksheet for active development and on-going strategic goals. 02/15/2017 Project Management Institute 21
  • 22. Persona – think like a publisher 1.Identify the persona(s) of who needs your solution? 2.Investigate words and phrases they use to describe problems? – Search engines answer questions – 3 and 7 3.Develop content that describes issues and problems they have faced and then provides details on how to solve these problems – What are their problems? – What keeps them awake at night? – What do they want to know? pic source: Leadership-Pegs.jpg From leading to contributing 02/15/2017 Project Management Institute 22
  • 23. Keyword meritocracy and persona identification Persona matrix worksheet The Person Who are they? Why are they interested? The Hypothesis +Work conditions +Work strategies and goals? Information strategies and needs Verification +Likes/Dislikes +Inner Needs +Values +Area of Work +Work Conditions Defining What is the need of this person Validation +Goals +What engages this persona +Feeling about industry +Feeling about networking +Feeling about learning +What are the differences between personas Persona matrix worksheet modified from Lene Nielsen PhD http://www.hceye.org/HCInsight-Nielsen.htm 02/15/2017 Project Management Institute 23
  • 24. Communication Rule #1: Know Your Audience What’s In It For Me? (WIIFM?) the #1 communication filter • Search engines answer questions – 3 and 7 • Identify the persona(s) in need of your solution – What are their problems? – What keeps them awake at night? – What do they want to know? What’s in it for Me? What’s In It For Them? (WIIFT?) • Write their story – Valued content describes issues and problems they have face and provides detail on how to solve these problems • A source for their solution – Hang out where they hang out – Investigate words and phrases they use to describe problems? – Measure ROI (Return on Involvement) 02/15/2017 Project Management Institute 24
  • 25. The Engagement Strategy People search for answers to their questions, not for your content Persona design • What answers can you provide for what they search for – Keywords – Key phrases • Think like a publisher – compelling content: unique to them • Think like a publisher – compelling content: unique to their community Focus on keywords and phrases that buyers use • Who are your clients? Prospects? – What are they interested in? – What do you want to hear from them? – What do you want to talk to them about? • This is more than segmentation – What value can you offer? – What are your goals? 02/15/2017 Project Management Institute 25
  • 26. It Really is About Them - WIIFM? Leads to WIIFT? Persona Matrix The Person Who are they? Why are they interested? The Hypothesis +Work conditions +Work strategies and goals? Information strategies and needs Verification +Likes/Dislikes +Inner Needs +Values +Area of Work +Work Conditions Defining What is the need of this person Validation +Goals +What engages this persona +Feeling about industry +Feeling about networking +Feeling about learning +What are the differences between personas 02/15/2017 Project Management Institute 26
  • 27. Get Found Tools Objective 1. Persona Form 2. Persona Outline 3. Search Engines – Google, Bing 4. Search Engine Results Pages 1. Develop persona 2. Identify key words and phrases 3. Identify communities, listening posts, and watering holes 4. Review top persona objectives, pain points 02/15/2017 Project Management Institute 27
  • 28. Questions You Need to Ask When Developing Buyer Personas • What is their demographic information? • What is their job and level of seniority? • What does a day in their life look like? • What are their pain points? • What do they value most? What are their goals? • Where do they go for information? • What experience are they looking for when shopping for your products and services? • What are their most common objections to your product or service? • How do I identify this persona? 02/15/2017 Project Management Institute 28
  • 29. Further Review: People search for answers to their questions, not your content Persona Design 1. What answers can you provide for what they search for 2. Keywords 3. Key phrases 4. Think like a publisher – compelling content, unique to them 5. Think like a publisher – compelling content, unique to their community Persona Places pic source modified from: http://www.hubspot.com/download-the-2012-state-of-inbound-marketing/ 02/15/2017 Project Management Institute 29
  • 30. The Search Engine Meritocracy Know the Language • Focus on the keywords and phrases that your buyers use • Google, and all search engines, provide answers to questions • Don’t like the answers you get, tweak the question and try again • Answers come back based on meritocracy – Authority – Relevance Think Like a Publisher • Offer solutions for each buying persona • Link content to the place where action occurs • Curate content of others • Offer your editorial on relevant content • Don’t email, blog 02/15/2017 Project Management Institute 30
  • 31. Share What Solves Problems, What Answers Questions The greatest challenge in today’s world of marketing • Content is remarkable when someone defines it as remarkable, not when your marketing or product manager define it as remarkable. • Your strategy relies on enabling others • You really have no control over your product’s value, however, you do have control about hosting and socializing with people who will advocate, refer, and recommend your service or product 02/15/2017 Project Management Institute 31
  • 32. Social Part of Social Media Identify Where • Plan – Identify who and why – Design the plan – Get Found, Be Sticky, Call to Action • Monitor and measure – Tools: Google, statistics, feedback – What to measure, what to tweak – Resources to manage your identity Listen In • Contribute – Hearing – Adding – Collaborating • ROI – Return on Involvement 02/15/2017 Project Management Institute 32
  • 34. Leverage templates available Templates provide • Quick-start planning • Style consistency • Word templates present structured approach to guide and build • Quickly create blog posts Email Blog Event Page Sign Up 02/15/2017 Project Management Institute 34
  • 35. Attraction is an offsite effort > 70% Blog Search Engine Optimization Hyperlinks to Your Content Keywords RSS Feeds Events LinkedIn Facebook Email Newsletter 02/15/2017 Project Management Institute 35
  • 36. Tools and Reviews Project Management 02/15/2017 36
  • 37. Each template feeds into the next to claim scope Impact Assessment Stakeholder Assessment Communications Plan Review with Sponsor Stakeholder Future State Stakeholder Current State Scope phase Plan phase 02/15/2017 Project Management Institute 37
  • 38. Impact feeds stakeholder assessment Impact to: • Enterprise, • Division, • Team, • Job category Type of impact: • Culture, • Process, • Structure Potential resolution: • Training, • Communication, • Alignment 02/15/2017 Project Management Institute 38
  • 39. Stakeholder analysis feeds communication Identify: • Influence • Disposition • Level of Awareness • Criticality Motivation: • Priorities, • Level of involvement, • Disposition Potential engagement: • Level of effort, • Delivery, • Matrix • Measure/Adjust 02/15/2017 Project Management Institute 39
  • 40. Stakeholder analysis provides current- and future-state 1. Plot two stakeholders views: 1) current-state matrix and 2) proposed-state matrix 2. Review impact assessment, stakeholder assessment both matrices to identify new opportunities and risks 02/15/2017 Project Management Institute 40
  • 41. Communications planning prepares project management Plan: • Objective, • Audience Feedback: • Communication, • Phase, • Frequency Delivery: • Level of effort, • Delivery Channel, • Measure/Adjust 02/15/2017 Project Management Institute 41
  • 42. Community Portal Field Trip – Blue Cross Blue Shield 02/15/2017 42
  • 43. Community Based Care Management 02/15/2017 Project Management Institute 43
  • 44. Community Based Care Management 02/15/2017 Project Management Institute 44
  • 45. Enter forms: • Assign community Community Based Care Management 02/15/2017 Project Management Institute 45
  • 46. Community Based Care Management View forms: • Across community • Filter • Date range 02/15/2017 Project Management Institute 46
  • 47. Homepage with User-generated Content Field Trip – Community Based Care Management 02/15/2017 47
  • 48. CBCM SharePoint landing page Proprietary & Confidential02/15/2017 Project Management Institute 48
  • 50. True North Field Trip - Enterprise Stakeholders 02/15/2017 50
  • 51. Information Technology’s new operating model • Identify key areas with IT that require training • Work with IT resources to ensure appropriate and timely training is provided • Oversight of vendor management process (i.e., SOWs, etc.) IT Business Management • Owner of the Systems Strategy and Roadmap • Bus. Process, Systems and Technical Architects • Capacity Planning and Management • Information and Data Architecture • Innovation/R&D IT Architecture • Provide SMEs to support development or other key elements of work in implementation and any necessary systemic changes after implementation Systems Development • Provide PM to ensure timely completion of all necessary tasks • Document risks and other documentation as per standard EPMO processes Enterprise Project Management Office Human Resources – Business Partner Human Resources – Training and Development Human Resources – Communications Business Partner CIO 1. Focus on the Customer and Service (little “c”, little “s”) 2. Improve Operational Efficiency 3. Thrive in the Post Health Care Reform Era • Data Center Operations • Mainframe, Mid-Range, Distributed • Storage • Network Operations – Voice and Data • Help Desk • Security • Disaster Recovery Planning and Testing • Desktop • Level 1 Production Support IT Inf. & Operations • Each major business area single point of contact • End to End Accountability of IT Services • Strategic Partner w/business: look for business opportunities where technology can be leveraged • Bus. Systems Analysis and Demand Management IT Business Solutions Plan Build Run Manage 02/15/2017 Project Management Institute 51
  • 52. Information Technology’s Outlook change management effort • Adopt IT change management framework • Collaborate with EPMO on change management tools and resources that would immediately improve program adoption • Focus training link to business impact IT Business Management • Environment assessment • Define requirements • Pilot first-wave IT Architecture • Standup Personal Productivity SharePoint portal • Provide search, calendar, and functional features to improve end-user experience Systems Development • Collaborate on Program lifecycle and organization change management lifecycle • Increase risk register to account for people change risk • Collaborate on in-flight lessons learned Enterprise Project Management Office • Front-line business ambassadors who communicate progress, concerns, changes, and opportunities • 2-way exchange between project team and IT Business Solutions team IT Business Solutions • Coordinate migration waves • Identify and mitigate technical issues • Initial tracking and managing new questions, new risk, and new solutions • Moderate SharePoint FAQS and discussions IT Inf. – Inf. and Ops. Human Resources – Business Partner • Review vendor training program content for organization learning style • Collaborate with vendor on course content, syllabus, survey, and measures Human Resources – Learning and Development • Build program communications plan • Create communication assets • Monitor and measure for impact Human Resources – Corporate Communicati ons • Identify program change management, people impacts and risks • Develop and roll out solutions that integrates communications, training, advocacy • Monitor, modify, and articulate risk IT Change Management CIO 02/15/2017 Project Management Institute 52
  • 53. Employees as customers: change management communication portfolio Channel Message Expected Results Personal Productivity Program End-User Community Site 1. About the Program FAQs 2. About the Migration FAQs 3. Outlook Training 4. Your Migration Schedule & T minus countdown alerts 5. Collaborative Discussion Board 6. FAQs 7. > 5 options for training, more to come 1. One stop shop for Outlook upgrade information, communication, and training 2. Build engagement around the upgrade 3. Transparency 4. Brand the program and alignment to business strategies Business Unit Champions: • name • name • name • name • name • name • name Sean Quinn identified Champions to help: 1. Promote the Brand 2. Communicate the Change 3. Communication the Training 4. Communicate the Migration 5. Be discussion board champions 6. Provide feedback from business groups 1. Strong engagement from the user community 2. Heighten excitement around the migration 3. Retention of users migrated , become discussion board champions Post Migration Feedback Forms Capture end user community experience. 1. Review results during the on-going chat and chew with Business Unit Champions 2. Identify future improvements through trends Trending Topics from FAQs and Discussion Board End User Community Partners Collaboration 1. Engaged community partners to answer outlook questions in English 2. Improve communication Floor Walkers / Service Desk Just in time trouble shooting support post migration Easy access to support team post migration Alpha/Beta Lessons Learned Brief Dave MacPhee what worked and what to improve for go/no-go options and improvements Improve scale to enterprise from migration sample 02/15/2017 Project Management Institute 53
  • 54. Change management elements against program management Time E f f o r t Project Management Life Cycle Change Management Life Cycle Changes Training Communication Process Behavior q Review and recommend q Training self-help q Reference cards & Quick Tips q Program branding q eMail q Calendar/Schedule q SharePoint Program Portal q Blue TV q Video q Program communication from Doug Blackwell q Elevator flyers q System Tray q Discussion Board q FAQs – technical and programmatic q SharePoint q New communication and change message channels q BU Champions q Leader advocates q SME availability q Sign- off Product launch 02/15/2017 Project Management Institute 54
  • 55. Introduction of templates and legend to review templates Template name and full view Template section drilldown Template Section enlarged 02/15/2017 Project Management Institute 55
  • 56. Impact analysis sample template 1 • All managers and leaders are message champions • Communicate consistently across and within stakeholder groups • Tailor communication to the interests of each audience • Use proven delivery methods that have been successful in the past, while taking advantage of innovative new processes • Involve stakeholders in program decision making • Actively solicit, listen and respond to customer feedback Communication Principles • Increase awareness of how the program helps the organization meet its mission challenges today and will help in the future • Prepare users for changes • Educate stakeholders about the method of delivering capabilities • Involve stakeholders in planning for changes in people, process and technology; get their feedback on the process; and gain • their buy-in • Inform external oversight bodies and gain their support • Share the project’s progress and celebrate its successes Communication Objectives 56
  • 57. Scope, plan, manage, and measure Project Management Tools • Organizational Process Assets • Enterprise Environment Factors • Change Readiness • Impact Analysis • Stakeholder Assessment • Communications • Risk Register Project Management Objectives 1. Investigate the impact to internal and external stakeholders 2. Identify stakeholders 3. Improve communication 02/15/2017 Project Management Institute 57
  • 58. Impact analysis sample template 1 of 3 58
  • 59. Impact analysis sample template 2 of 3 59
  • 60. Impact analysis sample template 3 of 3 60
  • 61. Plan, manage, and measure Project Management Tools • Organizational Process Assets • Enterprise Environment Factors • Change Readiness • Impact Analysis • Stakeholder Assessment • Communications • Risk Register Project Management Objectives 1. Identify potential advocates and critics of the change 2. Eliminate resistance to change 3. Create a team atmosphere 4. Establish a level of trust 5. Create a sense of ownership for participants involved in the change 6. Raise the level of communication effectiveness 02/15/2017 Project Management Institute 61
  • 62. Stakeholder assessment sample 1 of 3 Name or Group Role Motivation, Drivers, Expectations of Exchange When does this stakeholder need to be involved in the change effort? Stakeholder Management Activities Who Delivers When due Status - 0 + ++ X X X X X X X X X X X X X X X X - 0 + ++ 4 3 6 3 Stakeholder Analysis Predisposition Disposition sum • All managers and leaders are message champions • Communicate consistently across and within stakeholder groups • Tailor communication to the interests of each audience • Use proven delivery methods that have been successful in the past, while taking advantage of innovative new processes • Involve stakeholders in program decision making • Actively solicit, listen and respond to customer feedback Communication Principles • Increase awareness of how the program helps the organization meet its mission challenges today and will help in the future • Prepare users for changes • Educate stakeholders about the method of delivering capabilities • Involve stakeholders in planning for changes in people, process and technology; get their feedback on the process; and gain • their buy-in • Inform external oversight bodies and gain their support • Share the project’s progress and celebrate its successes Communication Objectives 62
  • 63. Stakeholder assessment sample 2 of 3 Name or Group Role Motivation, Drivers, Expectations of Exchange When does this stakeholder need to be involved in the change effort? - 0 + ++ X X X X X X X X X X X X X X X X - 0 + ++ 4 3 6 3 Stakeholder Analysis Predisposition Disposition sum Use this to make your sponsors and your team aware of the Plot these individually on a 4 X 4 matrix (see slide 24) 63
  • 64. Stakeholder assessment sample 3 of 3 Motivation, Drivers, Expectations of Exchange When does this stakeholder need to be involved in the change effort? Stakeholder Management Activities Who Delivers When due Status Stakeholder Analysis 64
  • 65. Stakeholder management visual plot X X X X - 0 + ++ 4 3 6 3 Disposition sum 65
  • 66. Plan, manage, and measure Project Management Tools • Organizational Process Assets • Enterprise Environment Factors • Change Readiness • Impact Analysis • Stakeholder Assessment • Communications • Risk Register Project Management Objective 1. Without good information, people make it up 2. Lack of information breeds uncertainty… and anxiety 3. Anxiety interferes with focus and productivity 4. People work harder for organizations they feel a part of 5. Communication stimulates new ways of thinking 6. Communication is about ensuring the right messages are conveyed to the right stakeholders through the right mechanisms in real time 02/15/2017 Project Management Institute 66
  • 67. Communication will increase business’ understanding, ownership and acceptance of the change • What is the transformation about? • Why is there a need for it? • What major changes will occur? • How will my organization be different? • What does it mean to end users? • What is the timeline for significant events? • How will the changes impact me and job? • What are my new roles and responsibilities? • How can I influence the changes? • What new functionalities will be provided? • How will the current processes change? • How will the progress be measured and reported? • Where do I go to find more information? • How does the change/process/t echnology work? • How will the changes help me? • What are my new responsibilities? • What support will I have after training? • Who are the primary points of contact • Who can answer my questions? • How will the changes be implemented? • Who can I call if I have problems? • When will the changes be implemented? • How are the customers adapting throughout the transition process? • What communications channels are working/not working? • What kind of concerns do the customers have? • What are the lessons learned? Awareness Understanding/ Involvement Training/ Acceptance Implementation/ Transition Follow up 67
  • 68. Communications plan sample 1 Messaging Project Team Workstream Name of Communication Event Audience Category Audience Description Delivery Channel Project Phase Frequency Target Date(s) Communication Objectives (Commitment Curve) Key Messages Content Developer Content Reviewer & Approver Key Communicators Additional Notes Status Status Notes Location of Communication Documents General Information Timing Communication Roles Communication Status • All managers and leaders are message champions • Communicate consistently across and within stakeholder groups • Tailor communication to the interests of each audience • Use proven delivery methods that have been successful in the past, while taking advantage of innovative new processes • Involve stakeholders in program decision making • Actively solicit, listen and respond to customer feedback Communication Principles • Increase awareness of how the program helps the organization meet its mission challenges today and will help in the future • Prepare users for changes • Educate stakeholders about the method of delivering capabilities • Involve stakeholders in planning for changes in people, process and technology; get their feedback on the process; and gain • their buy-in • Inform external oversight bodies and gain their support • Share the project’s progress and celebrate its successes Communication Objectives 68
  • 69. Communications plan sample 1 of 4 Project Team Workstream Name of Communication Event Audience Category Audience Description D C General Information 69
  • 70. Messaging n Delivery Channel Project Phase Frequency Target Date(s) Communication Objectives (Commitment Curve) Timing Communications plan sample 2 of 4 70
  • 71. s Key Messages Content Developer Content Reviewer & Approver Key Communicators Addit No Communication Roles Communications plan sample 3 of 4 71
  • 72. Key municators Additional Notes Status Status Notes Location of Communication Documents Communication Status Communications plan sample 4 of 4 72
  • 73. Communications plan sample 2 Frequency Activity Purpose Prepare Participate or Review Weekly Conduct Project Team (DT) Meeting Planning session for DT MT MT, DT Weekly Develop meeting minutes Verify/develop project/archive old news, new news, and actions Communication Lead --- Weekly Develop Advisory Team (AT) talking points Provide relevant project activity summary and information requests for AT members to discuss with Sponsors Communication Lead MT Weekly Update project plan Update project plan with work performed and any changes to tasks Communication Lead MT 1st and 3rd Tuesdays of every month (TBD) Conduct AT Meeting Update AT on project progress, obtain input, identify and resolve issues Communication Lead, MT AT, MT, DT Bi-weekly Develop Client Status Report Update Project Leadership on project progress and identify issues/risks Communication Lead MT Bi-weekly Deliver Client Status Report --- --- MT Weekly Conduct Client Status Meeting (Project Leadership) Update Project Leadership on project progress, obtain input, identify and resolve issues MT Project Leadership, MT Weekly Collect AT information and follow-on actions Based on AT input, coordinate suggestions or communications Communications Lead Communications Lead Bi-weekly Collect client feedback, information, follow- on actions Output of bi-weekly client meeting Communications Lead Communications Lead Bi-weekly Develop project team next-step (for following week) action reports From bi-weekly client meeting update or modify based on client meeting MT MT, Communications Lead Weekly Develop project team next-step (for following week) action reports Create team action reports MT MT, Communications Lead Weekly Collect status progress reports from team leads Collect information from team leads to harmonize project modifications and develop team communication Communications Lead Communications Lead Weekly Update client status report Boutelle calls Gaddy to give project update Communications Lead Communications Lead to provide talking points; Sponsor, AT Weekly AT and Sponsor touch point Goldstein calls Ford to give project update Communications Lead Communications Lead to provide talking points; AT Weekly Project Leadership touch point Richardson catches up with Argodale and Bonta Communications Lead Communications Lead to provide talking points; AT lead calls Sponsor Weekly Debrief/document client feedback or action steps from client meeting Verify/develop project/archive old news, new news, and actions Communications Lead MT, Communications Lead Weekly Follow-on actions from client meeting Verify/develop project/archive old news, new news, and actions Communications Lead MT, Communications Lead Weekly Develop meeting agenda Coordinate communication from the week and develop Monday's agenda Communications Lead MT, Communications Lead MONTHLY 2nd Tuesday of each month - April 11, May 9, June 13, July 11 (TBD) Executive Briefing Summary briefings for Sponsors and Project Leadership to present status and gather feedback MT, Communications Lead Sponsors, Project Leadership, MT GROUPS Advisory Team (AT) Management Team Project Team (DT) Sponsors Project Leadership MONDAY WEDNESDAY THURSDAY FRIDAY TUESDAY Project Management Team Communications 73
  • 74. Personal Productivity Communication Review Field Trip – Blue Cross Blue Shield 02/15/2017 74
  • 75. Communication: multiple channels, multiple voices, multiple releases Program collaboration portal Elevator flyers BTV slideshow Horizon Headlines video 02/15/2017 Project Management Institute 75
  • 76. SharePoint Personal Productivity community engagement – landing page 02/15/2017 Project Management Institute 76
  • 77. SharePoint community engagement - training 02/15/2017 Project Management Institute 77
  • 78. SharePoint community engagement – Discussion Board from user-generated answers and insight 02/15/2017 Project Management Institute 78
  • 79. SharePoint community engagement – FAQ cultivated from discussion board and IT Service Desk Service Desk responded to all discussion board activity within 4 hours. The team was trained to answer online questions. There was no hold comments and replies for review before release.02/15/2017 Project Management Institute 79
  • 80. SharePoint community engagement – Outlook page for application-specific detail 02/15/2017 Project Management Institute 80
  • 81. New collaboration –Discussion Board and FAQs The discussion board generated 265 topics and replies. We used the discussion board to inform us of unknown technical and service issues and relied on it in a focus group manner. Still in use today. 02/15/2017 Project Management Institute 81
  • 82. Review of Portal Metrics Field Trip – Blue Cross Blue Shield 02/15/2017 82
  • 83. Training directly relates to end-user adoption and utility Bad news: We left 93% of class capacity vacant. However, the recent Lync classes had 29% capacity for available seats. Good news: 95% of survey, over 1,000 people, answer “Yes” knowledge increased after taking a 1-hour session. 02/15/2017 Project Management Institute 83
  • 84. A portal provides flexible access, on-demand, for content and on-going feedback on what people are looking for This graph shows Daily page views. Average 3,145 page views a day. Again, January to March is highlighted. This graph shows daily, unique visitors from January to March. Activity was the major effect of rollout, average, Monday through Friday 102 visitors a day 02/15/2017 Project Management Institute 84
  • 85. A portal provides flexible access, on-demand, for content and on-going feedback on what people are looking for Total Page Views 360,548 w/o Design # of Page Views % Overall 1 23,346 6.475% 2 22,001 6.102% 3 11,854 3.288% 4 11,331 3.143% 5 9,632 2.671% 6 8,285 2.298% 7 7,992 2.217% 8 7,587 2.104% 9 6,737 1.869% 10 6,715 1.862% Page Title %PageView #PageViews 1 FAQ 41% 203,941 2 Discussion 21% 103,755 3 Home Page 9% 41,855 4 Outlook 4% 18,698 5 SharePoint 3% 16,437 6 Training 3% 15,193 7 Win 7 2% 11,717 8 Lync 1% 5,611 9 Outlook Discussion 1% 3,285 10 Outlook Day 1 action items.pdf (download) 1% 2,681 Top 2 combined 62% 307,696 The chart on the left shows top 10 portal viewers Total page views 360,548 The chart on the right removes IT resources who showed up in top 10. Total page views 273,902 This chart shows top 10 page views. Interesting to note: the training page was only 3% of the total pages viewed. FAQs and Discussion Board combined represent 66% of total page views, does this speak to self-service? Total Page Views 273,902 w/o IT Service # of Page Views % Overall 1 22,001 8.032% 2 7,587 2.770% 3 6,737 2.460% 4 6,715 2.452% 5 6,154 2.247% 6 5,862 2.140% 7 5,674 2.072% 8 5,256 1.919% 9 4,724 1.725% 10 4,196 1.532% 02/15/2017 Project Management Institute 85
  • 86. Thank you 02/15/2017 Project Management Institute 86 @TobyElwin email@TobyElwin.com http://TobyElwin.com • Community Persona design • Scope: or how to manage projects for organization success • How to launch and manage your social media identity But I don’t want to go among mad people," Alice remarked. "Oh, you can’t help that," said the Cat: "we’re all mad here. I’m mad. You’re mad." "How do you know I’m mad?" said Alice. "You must be," said the Cat, "or you wouldn’t have come here.” ― Lewis Carroll, Alice in Wonderland