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Improving Performance using KEPNERandFOURIE™ techniques ! Critical Thinking Skills for Today’s Leaders Robin Borough President Omnikron Systems, Inc. © 2014 Robin Borough, all rights reserved.

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Improving Performance using KEPNERandFOURIE™ techniques !

Critical Thinking Skills for Today’s Leaders

Robin Borough President Omnikron Systems, Inc.

© 2014 Robin Borough, all rights reserved.

Today’s Topics !

Critical Thinking with Prioritization

How to use your CSI Log to get VIP Tickets into the C-Suite

1

Implementing a Risk Management Tool

Reverse risk, Protect your Decisions & Implement Quickly

2

Agenda !

LIG Business

8:00

Overview & Framework

Definitions & Case Study

8:20

PriorityWise

Sandbox

8:35 – 9:45

10:00

RiskWise

Sandbox

11:30

BMC

11:45

Brainstorm

Share ideas for practical application

Quick Poll !

How do people become proficient at critical thinking and complex problem solving at your company?

What works and what doesn’t? Do certain groups excel at this [yours maybe?] while others don’t?

What is the status of your CSI log? Organized and current? Who’s tracking?

How would you describe decision-making at your company? Formal or informal?

How many of you get Exec attention, accolades, prizes, promotions from CSI log activities & results?

About Omnikron !

Your Guides ! Robin Borough, President, Omnikron

25 years in leadership, training, marketing, sales, recruiting

Fortune500 clients in finance, insurance, telecom, energy, healthcare

Corporate Sherpa for business & technology transformation

Founding Director of the Convergence Technology Council

Author “Competing for your Future” & new book due July 2014

Board member & advisor to multiple non-profits & companies

Dr. Charles Kepner, Founder Thinking Dimensions

Revolutionized the business world in 1960’s with development of the Rational Thinking Process, Problem Solving & Decision-Making

Vice Chairman of Kepner-Tregoe,1958; Founder Kepner-Fourie & Thinking Dimensions 1983

Author: The Rational Manger, Analytic Trouble Shooting, FreeZone Thinking Experience

Ph.D. from Yale University

Dr. Mat-thys Fourie, Founder Thinking Dimensions

As a former fighter pilot, Dr. Fourie brings disciplined decision-making and practical creativity to Kepner-Fourie & Thinking Dimensions

Wide range of international experience in problem-solving, decision-making, root cause analysis, project management & innovation

Global keynote speaker and co-author of FreeZone Thinking & The Practical Manager

Ph.D. LCU, London, UK

ThinkingWorks Core Processes !

CauseWise

To find the technical causes of an incident

To find the best solution for a given situation

SolutionWise

ThinkingWise

To determine the correct focus of a complex or vague problem

To protect a decision and avoid a future problem

RiskWise

To prioritize core issues

PriorityWise

Natural Process for Critical Thinking !

Divergent thinking & opening up the

problem

Convergent thinking & narrowing down

the problem

Three Communicative Techniques !

Explore and Search

Share and grow by listening and learning from different perspectives

Create individual meaning through expression & empathetic listening

Pose questions rather than supply answers

Dialogue Discussion

Establish or Fix

Find a solution to a problem, investigate and examine

Present convincing detail in a predetermined meaning

Give answers and explanations according to a predetermined agenda or position

Defend or Argue

Win by persuading opponent

Contention by argument

Convictions already held

Debate

PriorityWise !

Process Steps & Components !

Information

Facts

Data

Knowledge & Skills

Experience

Definition of problem

Resources such as time & money

Reports & summaries

Inputs Process

1. Gather Information Asking the right questions which is unique to each problem solving process Questions on Cards

2. Organize Information

Recording the answers to the questions onto templates and formats Formats/templates on cards

3. Analyze Information

Asking convergent questions which is unique to each problem solving process Questions on cards

4. Conclusion

Arriving at a mutually agreed solution – process will indicate solution Use own judgment to filter and adapt the conclusion

Problem solved in such a way that we do not have any repeat occurrence

Outputs

PriorityWise Flowchart - Grab your cards !

State the situation

List issues & challenges

Determine priorities

Develop an action plan

Rules

Statement

Choose one area to focus on

Issues/Challenges/Problems

List stakeholders

List issues and challenges for all stakeholders

Prioritization

Select criteria for analysis – minimum three to a maximum of five

Evaluate all issues against each criterion and indicate HIGH first, then LOW and the rest MEDIUM.

Repeat procedure for all criteria - one by one

Assign Overall Priority based on Impact, Cause and Effect relationships and what you think are core/key issues.

Action Plan

Avoid overloading resources

Address core issues and the effects will take care of themselves.

identify interim and corrective actions

Sandbox !

Case Study

Template

Question Cards

Guide Your Team !

Socialize this training

in your company

See me for details at the break

Agenda !

LIG Business

8:00

Overview & Framework

Definitions & Case Study

8:20

PriorityWise

Sandbox

8:35 – 9:45

10:00

RiskWise

Sandbox

11:30

BMC

11:45

Brainstorm

Share ideas for practical application

RiskWise !

Quick Poll !

Who is a successful change management ninja at your company?

How good is your company about proactive risk avoidance [Scale 1-5]?

What works and what doesn’t?

What are some of your company’s common risk mitigation methods?

Does your team have proper training and unification to apply proactive risk mitigation processes?

RiskWise Process Flowchart – Grab your cards !

State the situation

Identify potential problems

Plan protection

Develop an action plan

Critical risk areas

Potential problems

Reasons

Action steps

Responsibilities

Avoiding actions

Contingent actions

Rules

Statement Look for one starting point and address one point at a

time

One action, decision or one plan

Potential Problems

Use either the intuitive or analytical way to identify all applicable risk areas

Do an analysis for each identified risk area

Phrase each Potential Problem as an issue

Identify high risk potential problems by indicating Probability & Seriousness

Protection

Identify comprehensive reasons from appropriate stakeholders’ view point

Find Avoiding Actions by addressing each high level reason individually

Find Contingent Actions by addressing each Potential Problem and its reasons collectively

Action Plan

Record practical and cost-effective actions

Get buy-in from all stakeholders for implementation of actions and incorporation into the original Plan/Decision

Three Communicative Techniques !

Explore and Search

Share and grow by listening and learning from different perspectives

Create individual meaning through expression & empathetic listening

Pose questions rather than supply answers

Suspend opinions

Divergent, Emerging proposition

Nonlinear process

Partner is an EQUAL to be UNDERSTOOD

Dialogue Discussion

Establish or Fix

Find a solution to a problem, investigate and examine

Present convincing detail in a predetermined meaning

Give answers and explanations according to a predetermined agenda or position

Aim is single agreement or conclusion

Convergent, Push-pull proposition

Linear process

Partner is an EQUAL to be CONVINCED

Defend or Argue

Win by persuading opponent

Contention by argument

Convictions already held

Judgmental, competitive and combative

Convergent, Win-lose proposition

Linear process

Partner is a RIVAL to be DEFEATED

Debate

Sandbox !

Case Study

Template

Question Cards

Program Review !

How will you apply these changes?

What is a pending problem to apply these new techniques?

How will you share this with your team?

What did you learn today?

How can you continue to think like a change management ninja?

ThinkingWise !

SolutionWise !

CauseWise !

More Goodies !

Ask me about American ITIL &

Google Hangouts…

Robin Borough President Omnikron

(818) 223-4115 [email protected] !

Keep the process alive with our free tools

Complimentary Webex training for 8-12 people

Reserve by March 15, deliver before April 30