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TerraCog Global
Positioning
Systems: Project
Aerial Case Study



                          Organizational Behavior
                        Carnegie Mellon Silicon Valley

                                  Team Uno                                             1
Bharathi Swaminathan | Garry Chan | MJ Lee | Shekar Pasumarthi | Surbhi Dangi

                                                              Team Uno | May 2, 2012
+                                                                2

    Agenda


       Situation Overview

       Strategic Options for Project Aerial

       Recommendations

       Improved Decision Making & Avoiding Problem Recurrence

       Risk Assessment

       Roadmap




Team Uno | May 2, 2012
+                        3

    Situation Overview




Team Uno | May 2, 2012
+ Situation Overview: Executive Leadership and   4



   Authority




Team Uno | May 2, 2012
+ Situation Overview: Organizational Structure   5




Team Uno | May 2, 2012
+ Situation Overview: Meeting Management   6




Team Uno | May 2, 2012
+ Situation Overview: Communication Channels   7




Team Uno | May 2, 2012
+                                                                          8

    Strategic Options for Project Aerial

                               $500                    $425




                                         Pricing




               Release as-
               is; follow up          Project Aerial          Cancel the
                                        Options                project
               with redesign




                                        Delay the
                                         release


Team Uno | May 2, 2012
+                                                                                                    9

    Recommendations Overview
                                                       President/CEO




  HEAD: Harold                               Advanced Tech
                                                Council
  PURPOSE: To leverage communities

                                               CFO                                   VP Design &
                           Executive VP                            VP Sales
                                                                                     Development


    FOR: Emma
                                                                    Regional Sales
    PURPOSE: To polish            Coach
                                                                      Managers
                                                                                       Director

    Emma‟s Negotiation &
    Leadership Skills
                                  Director                                            Manager, Software



                                                               Cross-
    FOR: Cross-functional Team                               functional               Manager, Hardware
    PURPOSE: To sustain focus on Aerial                        Team




Team Uno | May 2, 2012
+                                                                      10

    #1: Build Informal / Formal Communities


  DO I KNOW YOU?           BRAINSTORMING         MAKE IT HAPPEN!
  - Lightweight internal   - Post-its            - Advanced Tech Council
  „Facebook‟               - Whiteboards
  - Picture ID wall        - Informal Meet-ups
  displays [6]             - „Huddle Rooms‟[6]




Team Uno | May 2, 2012
+                                                                        11

    #2: Improve Decision Making – Meeting
    Process
         BEFORE THE MEETING                    DURING THE MEETING

        AGENDA + GOAL + COACH                   COACH / FACILITATOR


       Key findings to be discussed         Keeps meeting on track
        during the meeting                   Summarizes the outcome
       List of attendees (required and      Records and publishes Meeting
        optional)                             Minutes




Team Uno | May 2, 2012
+                                                                                12

      #2 Cont‟d: Improve Decision Making –
      Coaching Emma
                    TO FACILITATE DECISION MAKING IN THE MEETING

                            Emma Richardson must make executive decisions
                                Coach Emma on negotiation skills
                                Harold to mentor Emma for the time being
                            Pre-evaluate outcomes and contingencies before the
                             meeting
                            Gather support from key stakeholders prior to the
                             meeting




Team Uno | May 2, 2012
+                                                                                              13

    #3: Create Cross-functional Teams
Redefine the Roles and Responsibility Matrix to aid decision making

  HAROLD WHISTLER         Provide product strategy stewardship & mentorship
  RICHARD FIERO           Set strategy and build leadership vision
  EMMA RICHARDSON         Promote collaboration to build cross-functional teams




Team Uno | May 2, 2012
                                                              *See Appendix for a detailed RACI Chart
+                                                                                  14

    Outcome: Improved Decision Making &
    Avoiding Problem Recurrence

    Communities • Advanced Technology Council fosters creative thinking
                         • Mentorship engages key personnel



       Improved
                         • Visibility of decisions and progress made
        Decision
        Making           • Coaching empowers Emma to run effective meetings



        Cross-
                         • Dedicated, sustained efforts to address Aerial issues
      functional
        Team             • Executive involvement ensures focus on product


Team Uno | May 2, 2012
+                                                                         15

    Risk Assessment

         Product

         • Losing more market share despite recommendations
          • High impact, medium probability

         People

         • Key stakeholders might leave
           • High impact, low probability

         Process

         • Some stakeholders might not agree with Emma‟s decisions
           • High impact, medium probability

         • Coaching sessions do not result in effective decision making
           • High impact, low probability


Team Uno | May 2, 2012
+                                                                                    16

    Roadmap
        Establish
        Advanced
                                    Hire external
        Technology
                                    coach for
        Council                                            Implement New Meeting
                                    Emma: Hone
        Prerequisite: Pre-wire                             Structure
                                    negotiation skills
        Harold and President




        Emma to have
                                 Emma to formally           Cross-functional Teams
        1:1 Meetings:
        Pre-wire execs           introduce RACI: In an All-
        about RACI               hands meeting




Team Uno | May 2, 2012
+                                                                                                           17

    References

    1.   Richard McDermott and Douglas Archibald. “Harnessing your staff's informal networks”. Harvard
         Business Review. Retrieved April 24, 2012.

    2.   Volkema J., Roger. “Why Dick and Jane don't ask: Getting past initiation barriers in
         negotiations.” Kelley School of Business, Indiana University. Retrieved April 24, 2012.

    3.   Cleland, David; Ireland, Lewis (2006). “Project management: strategic design and
         implementation”. McGraw-Hill Professional. p. 234. ISBN 0-07-147160-X. Retrieved April
         20, 2012.

    4.   Jacka, Mike; Keller, Paulette (2009). “Business Process Mapping: Improving Customer
         Satisfaction”. John Wiley and Sons. p. 257. ISBN 0-470-44458-4. Retrieved April 20, 2012.

    5.   Ishikawa, Kaoru. “Guide to Quality Control, Asian Productivity Organization”. UNIPUB. 1976.
         ISBN 92-833-1036-5. Retrieved April 19, 2012.

    6.   Doorley, Scott. Hasso Plattner Institute of Design at Stanford University, Kelly, David.
         Witthoft, Scott. “Make Space: How to Set the Stage for Creative Collaboration”. Ed. 1. Published
         January 3, 2012. ISBN-10: 1118143728.


Team Uno | May 2, 2012
+                        [3][4]
                                      18

    Appendix: RACI            Chart




Team Uno | May 2, 2012
+                                                                                                          19

    Appendix: Roadmap (Timeline)
                                 1-9
                   Hire external coaches for Emma

                                                1 - 18
                             Hire external coaches and projecct managers

                                1-9                            10 - 18
                       Hire project managers        Coach Emma on negotiation skills




               1                                                                                           29
                                                1 - 18
                                Create cross-functional team structure
                1-2
Implement Advanced Technology Council

                                1-9
                    Introduce the meeting format
                                                                                      10 - 29
                                                                           Try the new meeting structure

                                                                   1 - 29
                                                       Implement new meeting structure
       * In days
+                                     20

    Appendix: Roadmap (Gantt chart)

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Case Study: Organizational Behavior

  • 1. + TerraCog Global Positioning Systems: Project Aerial Case Study Organizational Behavior Carnegie Mellon Silicon Valley Team Uno 1 Bharathi Swaminathan | Garry Chan | MJ Lee | Shekar Pasumarthi | Surbhi Dangi Team Uno | May 2, 2012
  • 2. + 2 Agenda  Situation Overview  Strategic Options for Project Aerial  Recommendations  Improved Decision Making & Avoiding Problem Recurrence  Risk Assessment  Roadmap Team Uno | May 2, 2012
  • 3. + 3 Situation Overview Team Uno | May 2, 2012
  • 4. + Situation Overview: Executive Leadership and 4 Authority Team Uno | May 2, 2012
  • 5. + Situation Overview: Organizational Structure 5 Team Uno | May 2, 2012
  • 6. + Situation Overview: Meeting Management 6 Team Uno | May 2, 2012
  • 7. + Situation Overview: Communication Channels 7 Team Uno | May 2, 2012
  • 8. + 8 Strategic Options for Project Aerial $500 $425 Pricing Release as- is; follow up Project Aerial Cancel the Options project with redesign Delay the release Team Uno | May 2, 2012
  • 9. + 9 Recommendations Overview President/CEO HEAD: Harold Advanced Tech Council PURPOSE: To leverage communities CFO VP Design & Executive VP VP Sales Development FOR: Emma Regional Sales PURPOSE: To polish Coach Managers Director Emma‟s Negotiation & Leadership Skills Director Manager, Software Cross- FOR: Cross-functional Team functional Manager, Hardware PURPOSE: To sustain focus on Aerial Team Team Uno | May 2, 2012
  • 10. + 10 #1: Build Informal / Formal Communities DO I KNOW YOU? BRAINSTORMING MAKE IT HAPPEN! - Lightweight internal - Post-its - Advanced Tech Council „Facebook‟ - Whiteboards - Picture ID wall - Informal Meet-ups displays [6] - „Huddle Rooms‟[6] Team Uno | May 2, 2012
  • 11. + 11 #2: Improve Decision Making – Meeting Process BEFORE THE MEETING DURING THE MEETING AGENDA + GOAL + COACH COACH / FACILITATOR  Key findings to be discussed  Keeps meeting on track during the meeting  Summarizes the outcome  List of attendees (required and  Records and publishes Meeting optional) Minutes Team Uno | May 2, 2012
  • 12. + 12 #2 Cont‟d: Improve Decision Making – Coaching Emma TO FACILITATE DECISION MAKING IN THE MEETING  Emma Richardson must make executive decisions  Coach Emma on negotiation skills  Harold to mentor Emma for the time being  Pre-evaluate outcomes and contingencies before the meeting  Gather support from key stakeholders prior to the meeting Team Uno | May 2, 2012
  • 13. + 13 #3: Create Cross-functional Teams Redefine the Roles and Responsibility Matrix to aid decision making HAROLD WHISTLER Provide product strategy stewardship & mentorship RICHARD FIERO Set strategy and build leadership vision EMMA RICHARDSON Promote collaboration to build cross-functional teams Team Uno | May 2, 2012 *See Appendix for a detailed RACI Chart
  • 14. + 14 Outcome: Improved Decision Making & Avoiding Problem Recurrence Communities • Advanced Technology Council fosters creative thinking • Mentorship engages key personnel Improved • Visibility of decisions and progress made Decision Making • Coaching empowers Emma to run effective meetings Cross- • Dedicated, sustained efforts to address Aerial issues functional Team • Executive involvement ensures focus on product Team Uno | May 2, 2012
  • 15. + 15 Risk Assessment Product • Losing more market share despite recommendations • High impact, medium probability People • Key stakeholders might leave • High impact, low probability Process • Some stakeholders might not agree with Emma‟s decisions • High impact, medium probability • Coaching sessions do not result in effective decision making • High impact, low probability Team Uno | May 2, 2012
  • 16. + 16 Roadmap Establish Advanced Hire external Technology coach for Council Implement New Meeting Emma: Hone Prerequisite: Pre-wire Structure negotiation skills Harold and President Emma to have Emma to formally Cross-functional Teams 1:1 Meetings: Pre-wire execs introduce RACI: In an All- about RACI hands meeting Team Uno | May 2, 2012
  • 17. + 17 References 1. Richard McDermott and Douglas Archibald. “Harnessing your staff's informal networks”. Harvard Business Review. Retrieved April 24, 2012. 2. Volkema J., Roger. “Why Dick and Jane don't ask: Getting past initiation barriers in negotiations.” Kelley School of Business, Indiana University. Retrieved April 24, 2012. 3. Cleland, David; Ireland, Lewis (2006). “Project management: strategic design and implementation”. McGraw-Hill Professional. p. 234. ISBN 0-07-147160-X. Retrieved April 20, 2012. 4. Jacka, Mike; Keller, Paulette (2009). “Business Process Mapping: Improving Customer Satisfaction”. John Wiley and Sons. p. 257. ISBN 0-470-44458-4. Retrieved April 20, 2012. 5. Ishikawa, Kaoru. “Guide to Quality Control, Asian Productivity Organization”. UNIPUB. 1976. ISBN 92-833-1036-5. Retrieved April 19, 2012. 6. Doorley, Scott. Hasso Plattner Institute of Design at Stanford University, Kelly, David. Witthoft, Scott. “Make Space: How to Set the Stage for Creative Collaboration”. Ed. 1. Published January 3, 2012. ISBN-10: 1118143728. Team Uno | May 2, 2012
  • 18. + [3][4] 18 Appendix: RACI Chart Team Uno | May 2, 2012
  • 19. + 19 Appendix: Roadmap (Timeline) 1-9 Hire external coaches for Emma 1 - 18 Hire external coaches and projecct managers 1-9 10 - 18 Hire project managers Coach Emma on negotiation skills 1 29 1 - 18 Create cross-functional team structure 1-2 Implement Advanced Technology Council 1-9 Introduce the meeting format 10 - 29 Try the new meeting structure 1 - 29 Implement new meeting structure * In days
  • 20. + 20 Appendix: Roadmap (Gantt chart)

Editor's Notes

  1. Why council?Intended use of Advanced Technology Council is to leverage informal networks and improve product strategy stewardship.Why Harold?He has the experience, and command the respect of the product development team; he has enough interest in the success of the company to provide a rational approach to seeking a resolution to the current impasse. Specifically, he could help provide the “big reset” that the company needs, not only to deal with the price point of Aerial, but also to understand all the strategic options available between now and the time the product is released, such as reducing features, changing the time line, etc.Once the options are identified, Harold could work with Emma and the President to determine the solution going forward.From that point on, he could use the Council to provide stewardship, mentoring and coaching from a product development standpointMore important, given Harold’s desire to retire and work less, he could scale back as appropriate yet still add value to the companyMembership: we propose it to be an open community for team members to participate; it would be similar to SIGs in IEEE and other professional organizations that enable members to try new ideas without the constraints of day-to-day activities"Make Space is an articulate account about the importance of space; how we think about it, build it and thrive in it.” (James P. Hackett, President and CEO, Steelcase)– on the book “Make Space: How to Set the Stage for Creative Collaboration”. Once options for an issue are identified, Harold could work with Emma and the President to determine the solution going forward. From that point on, he could use the Council to provide stewardship, mentoring and coaching from a product development standpoint
  2. Existing ProblemsLack cross-functional communication leading to conflicts and defers decision making process. Functional Excellence is placed before 'Project Aerial'. Lack of a common vision causes the members to think in their own functional interest. Lack of identifying innovative ideas and collaborating it has led to the current state of TerraCog. Comprises made by functional units in the interest of 'Project Aerial' should be recorded by the leader. This will remove the insecurity of the members trying to assert their position.
  3. GQMs will enable Emma and executives to monitor progress and make adjustments as required.