introduction to pactify - a web based cooperation platform

An introduction

AGENDA

-2- © 2013 Pactify Software. All rights reserved.

• Positioning

• On progressively increasing autonomy and co-operation

• Our “immediate, goal based feedback system” – PACT-ify / Pact Value

• Screenshots


Pactify is a methodology to support cross-company

transformation initiatives

• 1 dedicated platform for the program

– Simple to use (to max adoption& involvement)

– Transparent (trough all the layers …)

• Guiding teams in developing their

– Objective

– Approach

• … and planning and tracking “the essence of what

ties them together”:

– Milestones

– Actions

– Target impact

• … even with the different entities each having

own, different, “vertical” tracking approaches and

methods

Initiatives can be flexibly structured and structure itself can

be expanded on the go


Sub-program / taskforce 1

Program 1

Sub-program / taskforce 2

Projects/ initiatives

TO

DA

Y

Do J De I


“ “ Sub-program / taskforce 3


Program 2 …

All initiatives go trough planning and execution tracking of

gates, milestones, actions and impacts


TO

DA

Y

Do J De Im

KPI impacts

4 stages:

• Documented

• Justified

• Decided

• Implemented

1

2

3

4

The 4 components of an initiative/ project:

Actions/ decisions (to achieve the stages and milestones)

Specific milestones (deliverables, required interim results)

To go from idea to a project Updated forecast date (along the way)

1

2

For each item has:

A status

• On track

• Delayed

• Off track

• Done/ Achieved

3

For impacts : re-forecast impact

(per month)

Name, owner, target date (“stick in

the ground”)

4

The actual execution of a project

time

Pilot successful Pilot prepared

AGENDA


• Positioning



• Screenshots


Autonomy and co-operation are critical success factors for

implementing cross-company transformation initiatives

• Addressing complex, strategic issues

– Today’s strategic issues require great idea’s,

effective implementation, delivered faster and faster

Characteristics of these initiatives

• Autonomy of participants

– Enables mindset to cope with complexity and

better adopt required skills

– If forced, people don’t produce the required

solutions

Key requirements for success

• Across multiple org entities, where team work is

not “a given”

– Strategy always involves more than 1 entity (by def)

– Teams not familiar with each other, no direct

incentive, different styles, methods, hierarchy, …

• Make the co-operation really work

– Motivated by the team and common goal itself

– All become 1, helping each other

We distinguish 4 gradual steps for individuals to take up autonomy


“Confident partner

to sponsor”

• Anticipate sponsors’ feedback

• Make and defend recommendations

• Impact the steering decisions

• Open up for personal development

(coached by your sponsor)

• Define milestones first, then required actions

• Align the milestones plan with the sponsors

“Goal-oriented”

• Always one step ahead of the sponsor

• Fully inside/ immersed in the progress/

problem – 100% focus

“Self-steering

as individual”

1

0

3

2

4

Level of autonomy of the individuals on the team

“On boarding”

• Understand and accept the mission

• From day 1, work themselves on the platform (document/

plan/ report/ present) – not the PMO or others

“I need to do this for my boss and it comes on top of everything else ”

“I find it valuable, WANT to achieve it and will be proud!”

We distinguish 4 gradual steps for teams to increase co-operation


“Generate

traction to

deliver”

• From stop&go to a continuous flow of

activity

‒ Balance skill vs complexity (flow)

‒ Performant cycle : individual work vs

team work vs reporting to steerco

• Grow into 1

‒ Find team as interesting as yourself

(skills, motivation)

‒ Provide help beyond own resp.

‒ “Irrelevant” differences flattened out

• Develop specific milestone plan together

• “Accept and propose” ownership of required

milestones and actions

• The combination makes sense to all

“Engage in the

planning”

• Only focused on delivering on target

• No individuals / 1 group

• No steering needed “Self-steering

as a group”

1

0

3

2

4

Level of co-operation within the team

“On boarding”

• Come together in 1 place / 1 platform

• Get to know each other

• Describe and align a joint team objective and approach

“My boss sent me in here, I’ll defend our department’s interests first”

“Our objective is crucial for the company and our team acts as 1”

How autonomy and steering go hand in hand : sponsors and

team “meet” in the formulation of the milestones

10 © 2013 Pactify Software. All rights reserved.

Milestone Action The plan/

The progress

The sponsor

Team autonomy Team autonomy

The team

Our approach to move individuals and teams in the autonomy and

co-operation matrix

• Provide a web based tracking tool

– Easy to use platform (for max adoption and

interaction)

– Transparent to all participants

– Participants work themselves (no PMO)

– To plan and track all co-operation milestones,

actions and impacts

• Use a voluntary, goal-based feedback system

within the team (PACT-ify – Pact Value)

• Provide coaching and support to guide teams

and individuals

– Focus on “making them want it”

– Versus “having them do it”

– Or (worse) “doing it for them”


Autonomy

1 2 3 4

2

1

3

4

Co

-op

era

tio

n

?

AGENDA


• Positioning



• Screenshots

What is our feedback system ?


• The Pledge

– To “PACT-ify” your project

• The goal-based feedback system

– The “Pact Value”

A voluntary, explicit signal from the team that they …

• Value and like the project

• Believe in their plan & want to deliver

• Want to take over autonomy in execution

• Will co-operate and help each other

… and want to form a Pact to make this concrete

Points based system measuring the (cumulative) team

activity and performance vs plan

• All planned actions and milestones by everyone on the

team contribute

– More for a milestone than for an action

– The more ahead of plan, the higher (and vice versa)

• 1 value for the whole team, every team member has an

impact on this value

• “Actual”, “forecast” compared to “target pact value”

1) The Team

2) The challenge

• Objective

• Milestone plan

• Progress

3) The goal-based feedback

Our definition of a Pact


Feelings inside the Pact:

curiosity, purposefulness, concentration,

proudness, self-confidence, relatedness, fun, ….

Feelings outside of a Pact:

frustration, boredom, fear, tiredness

(wasted energy) …

A PACT is a bond or commitment to you help yourself and the others to:

2) keep all distractions and potential

blockers outside of the PACT :

This way, the team will develop intrinsic motivation, the only mindset that really allows to

outperform on complex challenges

+ all the other work to be done …

+ other handbrakes, umbrella’s, politics

+ ….

1) develop and maintain a genuine liking of the

team and challenge, and an appetite to deliver

The goal-based feedback system – “The Pact Value”

15 © 2013 Pactify Software. All rights reserved.

TODAY

= Our current cumulative

performance vs plan

= What we

promised

= Our remaining

intention

How does our feedback system helps fostering autonomy?

• Autonomy is a personal thing, we don’t expect nor push for autonomy, we gently ask

the question, so teams can signal it: “Do you want to Pactify?”

• In pure autonomy, there cannot be a boss anywhere near anymore, but teams still

need guidance towards their goals, so a feedback systems is needed

• All small steps of progress immediately visible : a key motivator

• Maximizing your Pact Value drives all the “good” behaviors:

– Realistic but solid plans – with all required milestones aligned

– Maximum amount of required tasks to achieve milestones (traction)

– Deliver vs what you promise : the quicker, the more Pact Value

• Incl. helping others to deliver on their action/ milestone for the Pact

• We make them feel autonomy, instead of telling them “they should be autonomous”

– Trough immediate, activity-based feedback, you start feeling it

– Feeling it sticks much longer than having to hear you should …

-16-

© 2013 Pactify Software. All rights reserved.

How does our feedback system helps making co-operation work ?

• We measure it, to understand it and stimulate/ incentivise it

– All co-operation activity/ results contribute directly to the measurement

• Including helping the others to deliver their action/ milestone for the Pact

– In an objective way, independent of politics, perceptions, hierarchy, …

– Contrary to traditional KPI measurements (financial, operational, …), Pact Value is a “human

activity” measurement, which is a direct driver for impacting performance

• You make them feel co-operation, instead of telling them “they should co-operate”

– Trough immediate, activity-based feedback, you start feeling it

– Feeling it sticks much longer than having to hear you should …


AGENDA


• Positioning



• Screenshots

Screenshot – subprogram overview


Screenshots – Milestone heat map


Screenshots – initiative tabs


Screenshot – project progress timeline with actions and

milestones


Screenshots – Pact Value Creation across the entire program


Pact Value charts – immediate goal-based feedback system


introduction to pactify - a web based cooperation platform

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