interchange - management by sticky notes - collaboration made easy

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www.blionline.org Management by Sticky Notes Collaborative Results Made Easy #MBSN Tom Hood, CPA, CITP, CGMA CEO Maryland Association of CPAs Business Learning Institute

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Gallup research shows 70% of the American workforce is disengaged. They say that mission and purpose driven organizations experience higher rates, but what can we do to make that higher? The answer lies in a highly sophisticated management technique called #MBSN or management by sticky notes. Tom Hood, CEO of the MACPA and Business Learning Institute shares the why and how of MBSN in this special session on "collaboration made easy. Particpation and collaboration leads to engagement which increases trust (7 X according to Gallup) and ultimately yields to the holy grail of engaged people who give you their discretionary effort. Tom provides exempts of how they have used this at the Maryland Association of CPAs and in their strategic planning work. They used this to design and facilitate the grassroots future forums during the CPA Horizons 2025 project.

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Page 1: Interchange  - Management by Sticky Notes - Collaboration Made Easy

www.blionline.org

Management by Sticky Notes Collaborative Results Made Easy

#MBSN

Tom Hood, CPA, CITP, CGMA

CEO Maryland Association of CPAs

Business Learning Institute

Page 2: Interchange  - Management by Sticky Notes - Collaboration Made Easy

Tom Hood, CPA, CITP, CGMA!

Tom Hood, CPA, CITP, CGMA CEO MACPA www.macpa.org and Business Learning Institute (BLI) www.blionline.org!

http://www.linkedin.com/in/tomhood/!

If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way.

– Accounting Today Magazine!

•  Named the Second Most Influential in Accounting by Accounting Today Magazine 2013

•  Linked-In Top 150 Influencer •  Top 25 Influencers in Learning & HR by HR

Examiner •  Top 25 Thought Leaders in Public Accounting

by CPA Practice Adviser •  Working on Learning Management with AICPA/

CPA2Biz, Cloud Curriculum, Performance Management !

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http://macpa.cnf.io!!

Respond to a Poll!

Ask a Question!

Select the session: Interchange #MBSN

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Download today’s slides at … www.SlideShare.net/thoodcpa

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What do you notice?

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The Problem

70%

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The solution?

Management by Sticky Notes #MBSN

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What not to do… https://www.youtube.com/watch?

feature=player_detailpage&v=cy9B7a8poF4

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“In order to buy-in, people have to

weigh-in.” - Pat Lencioni

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Interchange

an act or instance of interchanging; reciprocal exchange

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Exchanging what?

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Ideas

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“None of us us as smart as all of us.”

-Dr. Ken Blanchard

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 CEOs  have  a  new  strategy  in  the  unending  war  for  talent.  They  are  crea9ng  more  open  and  collabora9ve  cultures  —  encouraging  employees  to  connect,  learn  from  each  other  and  thrive  in  a  world  of  rapid  change.      Collabora9on  is  the  number-­‐one  trait  CEOs  are  seeking  in  their  employees.  –  IBM  Global  CEO  Study  2012  

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The  collaboration curve  is  replacing  the  experience  curve  

“The organizations that will become the household names of this century will be renowned for sustained, large-scale, efficient innovation.

The key to that capability is neither company loyalty nor free-agent autonomy but, rather, a strong collaborative community.”

HBR, July-August 2011

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Why? “We are moving from

organizations well managed to

networks well led.” - Jim Collins

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If you can run the company a bit more collaboratively, you get a better result, because you have more bandwidth and checking and balancing

going on. – Larry ‘Google’ Page

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In the long history of humankind (and animal kind, too) those who learned to collaborate and improvise

most effectively have prevailed – Charles Darwin

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It’s Official���2014 is The Year of the Sticky!

#MBSN #YearoftheSticky

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What is MBSN? Management by Sticky Notes

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MBSN Principles

•  Wisdom of the crowd •  Participation and engagement •  Ideas are portable (sticky

notes) •  Making your thinking visible to

others •  Buy-in from co-creation

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How have we used it?

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CPA Horizons 2025

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www.blionline.org

Listen, Listen, Listen Participation, Participation, Participation

•  Only one idea per stickie note •  Write big and neat with markers •  Ideal group size 6 – 8 people •  Pods of 30 – 40 people •  Process

•  Individual Thinking and Writing (3 – 5 minutes) •  Small Group discussion and consensus (write top 3-5

best ideas on stickies per table) •  Big Group Synthesis and Agreement

Facilitation Wikipedia - is any activity that makes tasks for others easy

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www.blionline.org

•  Participation rule – Be absent or present but not both!

•  Share the air with each other •  Give the ideas time to live (they are fragile) •  Link and build •  Ground rules for consensus building

•  Love it •  Like it •  Live with it (must have this or keep discussing or move on)

Facilitation

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What about your introverts?

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What about these guys?

Colleagues Against Virtually Everything!

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What we believe…���Finding your competitive edge – turning the flywheel

“It is hard to plan for the long term future when you don’t know what is going to happen five

minutes from now. Today, a competitive edge is thin and temporary; the edge quickly becomes

the margin.

The ability to define the edge, and the ultimate competitive advantage, is found in the smarts,

heart and ingenuity of your people - that's your powerhouse. Tap that, train it, focus it and

mobilize it; now you've engaged your network and inspired a sustainable shift.”

Page 30: Interchange  - Management by Sticky Notes - Collaboration Made Easy

www.blionline.org

Listen, Listen, Listen Participation, Participation, Participation

•  Setup exercise – instructions •  Ground rules for consensus building

•  Love it •  Like it •  Live with it (must have this or keep discussing or move on)

•  #MBSN - Management by Sticky Notes •  Only one idea per stickie note •  Individual Thinking and Writing (3 – 5 minutes) •  Small Group discussion and consensus (write top 3-5 best ideas

on stickies per table) •  Big Group Synthesis and Agreement

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The Process •  General Session MBSN – What are the Top Five

Issues/Trends and the Time to Address is Now •  5 mins to think and write •  20 mins to discuss and create top 5 •  5 minutes to create the top 5 stickies

•  Consolidate the rounds – four corners 15 minutes – Each corner consolidates from their groups of tables and clusters the like issues into Top Five ideas

•  Report out from each corner - 15 minutes •  Move to Breakouts

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Brainstorm

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Breakouts – Strategy Cafes Ideas for Action – How can we add / create value from these top trends/issues? •  Create a poster of the Top Five from General Session •  Show of hands for which topic to work on •  Round 1at tables = 20 mins

•  5 mins to think individually •  15 mins to discuss and create top 5

•  Report Out – Progressive Post = 20 mins •  Call tables by number up to put top 5 stickies and

cluster as they go (think buffet line at wedding) •  Dot Vote final group of stickies in room and recap

(10 minutes)