being a strategic communicator as an analyst (annotated)

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LOOK MOM , I’M BEING STRATEGIC ! James Valentine | twitter: @valentinejames | [email protected]

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LOOK MOM, I’M BEING STRATEGIC!

James Valentine | twitter: @valentinejames | [email protected]

This presentation is based on research I did while working on my Masters around strategic communication within an organization that I feel helped me be a better analyst.

To do that let met first put forward a hypothesis as to why data silos can be so hard to overcome. I’ll then share some principles and practical steps for dealing with it in your daily work.

TYPICAL ORG. CHART

Reporting structures are created based on different roles.

TYPICAL ORG. CHART

Reporting structures are created based on different roles.

TYPICAL ORG. CHART

We differentiate roles to reduce duplicated effort and in that sense bureaucratic differentiation create efficiency.

How we are conditioned to function:

So when we are hired we are introduced to how things work…

You Are Here

Referential Power - Learned identity within the organization based on its structure.

But we often need to work like this:

Let’s take a closer look.

You and me are in the same organization, but in different verticals.

By virtue of the structure, by default there’s a void between us.

The org. structure doesn’t lend itself to this collaboration so most progress here is made first through interpersonal relationships.

But if pressure mounts or collaboration stalls, this can be fragile. In the absence of structure, individuals consolidate power and revert back to what they know …

When collaboration stalls or pressure mounts, we revert back to what we know…

And what they know comes from their identity in the structure.

This is why even when some progress is made in breaking down silos, without continued investment, things can regress back quickly.

So that’s the challenge to overcome. What can be done about it?

At conferences you’ll hear case studies where individuals talk about finding executive sponsorship.

GET AN EXECUTIVE SPONSOR

THE HOLY GRAIL

So that’s the challenge to overcome. What can be done about it?

Remember “referential power?” An executive sponsor serves as a reference point that all within the organization can readily acknowledge.

They can help facilitate horizontal collaboration in a number of ways.

The effect is a vertical reference point that paves the way for horizontal process.

Understanding these dynamics there’s a lot you can do to seek out that executive sponsorship.

But in the absence of that sponsorship, what then?

UNDERSTANDING HOW AND WHY THIS HAPPENS ALLOWS YOU TO PREVENT AND PREPARE

THERE’S STILL HOPE

Create a Functional Theory

Be a Probabilistic Communicator

Invest in People

Be a Probabilistic

Communicator

• Avoid accusations and assumptions: make it safe.

ProbabilisticFrom Nate Siliver’s The Signal and the Noise

FearUncertainty Doubt

OpportunityValueGains

Background/Context

Current Position

LIKE A HURRICANE + -

FearUncertainty Doubt

OpportunityValueGains

State Observation

Articulate Potential Impact

Make Recommendation

Background/Context

Current Position

LIKE A HURICANE + -

Be a Probabilistic

Communicator

• Observe, articulate impact, and make recommendations

• Avoid accusations and assumptions: make it safe.

Create a Functional

Theory

Functional TheoryAn organizational communication term.

The process I am about to outline will likely seem like common sense, but common sense is rarely common action.

• Define the problem

Create a Functional

Theory

Seems straight forward enough, right?

• Define the problem

• Identify the criteria for a good solution

Create a Functional

TheoryAnd here’s where things can start to break down…

• Define the problem

• Identify the criteria for a good solution

Create a Functional

TheoryThis step often gets skipped because we make assumptions about being on the same page.

• Define the problem

• Identify the criteria for a good solution

Create a Functional

TheoryYou can help make sure this doesn’t get skipped in meetings and conversations you are in.

So what I’m hearing from what you are saying, whatever the solution is, it needs to have such-and-such characteristic?

• Define the problem

• Identify the criteria for a good solution

• List the possible solutions

Create a Functional

Theory We often skip straight to this step because it feels like we’re making progress.

• Define the problem

• Identify the criteria for a good solution

• List the possible solutions

• Evaluate the solutions based on the established criteria

Create a Functional

Theory

• Define the problem

• Identify the criteria for a good solution

• List the possible solutions

• Evaluate the solutions based on the established criteria

• Select a solution

Create a Functional

TheoryDocumentation is a great way to help make this happen. It becomes something to fall back on, rather than falling back into vertical.

Invest in People

• Talk with everyone

Find ways to regularly associate with people from across the organization.

Sales, marketing, account management, product managers, finance, development, executives.

Invest in People

• Talk with everyone

Two questions to help you get started:

1) What are the biggest problems you are trying to solve?

2) What keeps you up at night?

This will help you better understand how to position your services and your data.

Invest in People

• Talk with everyone

• Express gratitude: celebrate the small wins

Simple exercise I highly recommend:

Take two minutes at the beginning of the day to write a quick thank you email to one of your co-workers.

Create a Functional Theory

Be a Probabilistic Communicator

Invest in People

IS TELLING THE RIGHT STORIES WITH THE RIGHT INFORMATION THAT DRIVE CHANGE.

YOUR CORE SKILL

Thanks.