January 21, 2016 17 Comments
Building consensus around proper alignment helps groups identify gaps, omissions, overkill, and to confirm the appropriateness and balance of their action plan.
Create a matrix with your options (eg, actions) and the targets (eg, goals). Common items that may be aligned include the comparison of strategies to objectives. Facilitating alignment consists of three steps:
- First complete the matrix with a linear approach, but be careful to always ask the open-ended question, “To what extent does ‘x’ (ie, option, action, or strategy) support ‘y’ (ie, target, goal, or objective) ?”
- Having defined the PowerBalls (preferably with a legend that is visible throughout the activity for your participants to reference), label each cell with either a high, low, or moderate PowerBall symbol, indicating the extent to which the option supports the target.
- After completing the matrix, ask the group to confirm completeness. Add anything missing or modify the plan as required (i.e., Create a new option or calibrate an existing option).
Note: The solid balls indicate high, the empty circles indicate low, and the half-filled balls indicate moderate. We like to define High as mandatory, must have at any price. We define Low as “would like to have but not willing to pay extra.” The stuff in between is Moderate, the stuff for which we would be willing to “pay a reasonable amount.” The equivalent to the MoSCoW tool would be: Must have, Should have, Could have, and Won’t have (null).
Let us know if you have additional questions by commenting below. For other methodology and team-based meeting support for your projects and initiatives, refer to “Change or Die, a Business Process Improvement Manual” for much of the support you might need to lead more effective groups, teams, and meetings.
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