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Decision Making:
    Process & Style Matter




1
Zero to the speed of light in less than four years…




                                      Joining the 21st century
                                      Unless you’ve been living under a
                                      rock for the last few years, chances
                                      are you’ve got some inkling that
                                      technology & the Internet have grown
                                      up.

                                      Technology helps us get things
                                      done
                                      There’s nothing new about biz
                                      wanting it done bigger, better, faster,
                                      but with 24/7 connectivity faster just
                                      took on lightening speed.




2
What’s the potential for bigger, better, faster?


                                                                        The Upside
                                                                        Faster communications,
                                                                        Quicker results

                                                                        The Rub
                                                                        Increased opportunity for
                                                                        things to go south on your
                                                                        projects just as quickly
                                                                        particularly when it comes
                                                                        to making decisions

                                                                        The challenge is to
 http://www.redbubble.com/people/dmoilanen/art/3260188-speed-of-light
                                                                        make effective decisions
                                                                        in age of speed…
3
So what’s on tap for our time together today…


                                 Focus first, decisions follow:
                               Project process & decision-making

                                 Types of decisions

                                 Level of decisions

                                 Decision making process

                                 Style matters

                                 Tips

                                 Closing thoughts




 4
Focus first, decisions follow:
      Project process & decision-making




5
Things to consider before diving into decision making



                                      Before meaningful decisions
                                      can be made on a project,
                                      the project framework
                                      must be established.

                                      This is the best way to
                                      ensure decision makers
                                      have enough information to
                                      make the necessary
                                      throughout the project
                                      lifecycle.



 6
Parse the project process first

 Start with defining the Project Strategy
 •  Understand WHY it got the green light
 •  Commit to WHO is involved
 •  Clarify WHAT the project must
 accomplish
 •  Map out WHEN things will happen
 •  Align on WHERE the work will get done


                                Then…
                                        Figure out the Creative Strategy
                                        •  HOW the project objectives &
                                        deliverables will be accomplished
                                        •  Best fit solutions



 7
Sorting through decision needs




                                                         Once the project
                                                         groundwork is laid, the
                                                         REAL fun begins!



      http://www.flickr.com/photos/residae/2800735073/




 8
Incoming!!! Decisions don’t have to take you out

                           Testing
                                            Priorities         Decisions never end in projects

                                Status                            Decision-making starts with the
                    Change              es                      approval of a project & doesn’t end
                    Reques ts      ston
                              Mile                              until close-out
                             Persona
                                              lities              The challenge is figuring out who
 Workflow                    Schedule                           needs to decide what, how much info
                                                                they need to make the decision, and
                                                                when the decision needs to be made

                                                                Start with understanding what kind
                                                                of decision it is…


    http://casablancapa.blogspot.com/2010_05_01_archive.html




9
Types of decisions &
                approach




10
Two types of decisions

                                                                                 Programmed
                                                                                   Familiar
                                                                                   Rules can be reused
                                                                                   Routine, inventory-like
                                                                                   Operational in nature
                                                                                   Past decisions guide current decisions
                                                                                   Low risk

                                                                                 Non-programmed
                                                                                   Unique
                                                                                   Poorly defined & unstructured
                                                                                   Not routine
                                                                                   High organizational impact
                                                                                   Less rules, guidelines
                                                                                   High risk and errors possible
 http://absentmindedoracle.blogspot.com/2010/11/things-on-my-mind-tuesday.html




11
Rational decision making approach



                                                 Objective
                                                 Most common
                                                 Logical, sequential
                                               models – tons available &
                                               constantly used
                                                 Options generated
                                                 Pros/cons weighed
                                                 Testing



http://www.memonic.com/user/2ni/folder/scrum

12
Intuitive decision making approach




                                                                             Subjective
                                                                             No obvious reason or logic
                                                                             Focus on experience &
                                                                           inner knowledge
                                                                             Feeling/sensing based
                                                                             Challenging to defend
                                                                             Supplement with tools,
                                                                           evidence, & best practice
     http://78notes.blogspot.com/2011/06/intuition-needs-your-input.html




13
Recognition primed decision making approach


                                                                              Combination of rational &
                                                                            intuitive models
                                                                              Identified by Gary Klein
                                                                            through studying human
                                                                            decision making
                                                                              Believes we make 90-95%
                                                                            decisions through pattern
                                                                            recognition
                                                                              Watch cues, gather evidence,
                                                                            mental rehearsal, try/test
                                                                              More experience we have,
                                                                            better choices made
http://lindabiggane.blogspot.com/2010/10/nature-with-hidden-patterns.html




 14
Decision levels to
             consider




15
Not all decisions are equally

                                                                                      Level of decision in question
                                                                                      Complex or simple?
                                                                                      Complex decisions have high risk to
                                                                                      the project, organization, people, etc &
                                                                                      can impact time, cost, and scope

                                                                                      Important or routine?
                                                                                      Routine is more administrative in
                                                                                      nature and considers timing of the
                                                                                      decision

                                                                                      Strategic or operational?
                                                                                      Strategic decisions typically have
                                                                                      cross functional involvement and may
http://blog.iqmatrix.com/mind-map/becoming-an-outstanding-critical-thinker-mind-map
                                                                                      bump into other projects




 16
Time to decide:
     Decision-making process




17
One step at a time (but not always in a row)

                                                              McMahon identified seven basic steps to
                                                              move through the decision making process
                                                              with a team
                                                              Step 1: Outline your goal to focus the
                                                              decision
                                                              Step 2: Pull your data together to help
                                                              identify the most best possible solution
                                                              Step 3: Brainstorm options
                                                              Step 4: List pros and cons of each option
                                                              Step 5: Make the decision
                                                              Step 6: Take action
                                                              Step 7: Learn from the process

                                                              Alison’s extra…
                                                              Step 8: Be iterative. Sometimes it doesn’t
 http://simplemom.net/financial-baby-steps-save-and-invest/
                                                              happen with just ONE pass.



18
Watch out for the potholes of the mind




         http://www.talesofpublictransit.com/?tag=potholes




      Influencers that can skew objective decision making
        Personal bias
        Wishful thinking
        Group think or peer pressure
        Inertia – not willing to change past approach or thinking pattern even
      when faced with new circumstances and new information
        Source credibility – bias against the person, organization, or group to
      which the person belongs
        Wishful thinking – the need to see things in a positive light



19
Lurking indecisiveness

            The power of organizational culture in indecision


Worry over performance                     Message: Could lose my job.
                                           Reality: Only as good as your last gig.

Organizational dissonance                  Message: We value teamwork!
                                           Reality: Just do what we want.

Risk                                       Message: Take risks.
                                           Reality: You get one shot.

Autonomy & authority                       Message: Make decisions.
                                           Reality: Constantly overruled.

Too many choices                           Message: Be creative.
                                           Reality: Get it done now.



20
Own the decision




                                                                                                  What’s a PM to do?

                                                                                                  Take the bull by
                                                                                                  the horns and…
                                                                                                    Take Charge!

http://mychinaconnection.com/english-idiom/take-the-bull-by-the-horns-a-way-to-solve-a-problem/




 21
Go for it – make the jump


                                                                                 Whatever the decision need
                                                                                 is don’t just sit there.
                                                                                   Assess

                                                                                   Organize

                                                                                   Consult with others

                                                                                   Pick your decision maker

                                                                                   Consider your pitch

     http://www.travelodestination.com/cliff-diving-useful-tips-and-locations/




22
Pick the right decision-maker



                                Determine who is the best
                                person to make the decision
                                based on the type and
                                impact of it.
                                You want someone who is
                                careful, considerate, and
                                has the authority to act.




23
Consider and plan for delivery




Be objective
Draw pictures
Be timely, factual, & clear          http://papershine.com/archives/2006/




Understand that not all delivery should be
considered equal…let’s take a look.
24
Style matters…
       When it comes to delivery




25
Consider your delivery method & recommendations


                                From Gary A. Williams and Robert B.
                                Miller’s article titled “Change the Way You
                                Persuade” in the Harvard Business
                                Review, May 2002:

                                We have a tendency to focus on the
                                content of the message and far less time
                                on how the message is delivered.

                                The focus should be on how to present
                                the message effectively.

                                Tailor the message to that person’s
                                decision-making style will go a long way
                                to getting a decision quickly.




 26
People’s behavior makes sense to them.

     Variety – it takes all types…


                                     Assess the receiver preferences
                                     first.

                                     Consider the following:

                                       What drives or influences them

                                       Context & info they need

                                       Timing & time needed

                                       Medium/materials


     http://www.shutterstock.com/




27
Decision-making style: Followers


                                   36% of decision-makers

                                   Make decisions based on how other
                                   trusted decisions-makers or they
                                   themselves have made similar
                                   decisions in the past.

                                   Responsible, cautious, and bargain
                                   conscious. Usually risk-averse.

                                   Focus on proven methods and
                                   testimonials.

                                   Need to see that it’s been somehow
                                   done before.




 28
Decision-making style: Charismatic


                                     25% of decision-makers

                                     Tends to be exuberant about a new idea
                                     or proposal. Final decision is based on
                                     balanced information, not just emotions.

                                     Captivating, enthusiastic, dominant, and
                                     talkative. Seeks out risk.

                                     Use simple, straightforward arguments
                                     and visual aids.

                                     Resist the temptation to jump on this
                                     style’s bandwagon of initial excitement.




 29
Decision-making style: Skeptics


                                  19% of decision-makers

                                  Highly suspicious of data that don’t fit with
                                  or challenges their worldview.

                                  Make decisions based on their gut feelings.

                                  Combative style and usually described as
                                  take-charge individuals.

                                  Demanding, disruptive, rebellious

                                  Establish as much credibility and clout as
                                  possible with this person. Get support from
                                  someone whom this decision-maker trusts
                                  before pitching the idea.




 30
Decision-making style: Thinkers


                                  11% of decision-makers

                                  Impressed with data. Can exhibit
                                  contradictory points of view within a
                                  single meeting.

                                  Need to cautiously work through all
                                  options before making a decision.
                                  Can be the toughest to persuade and
                                  is risk averse.

                                  Logical and academic.

                                  Have lots of data available. They
                                  need as much info as possible to
                                  make a decision.




 31
Decision-making style: Controllers


                                     9% of decision-makers

                                     Hate ambiguity.

                                     Focus on the pure facts and
                                     analytics of a decision because of
                                     their own fears and uncertainties.

                                     Tend to be logical, unemotional,
                                     detail oriented, and analytical.

                                     Risk averse.

                                     Don’t be too aggressive. Present the
                                     facts and details and leave it to the
                                     decision maker to work through.




 32
Determining best fit

Despite style differences people tend to use a
one-size-fits-all approach when trying
get decisions made by stakeholders.




                              Most folks tailor the message toward Thinkers
                              and Controllers, which make up the smallest
                              population of the five styles.

33
Tips for moving the decision process along


                                                                    Be factual & timely
                                                                    Be thoughtful
                                                                    Separate the people from
                                                                  the problem
                                                                    Be clear about
                                                                  …what you need to share
                                                                  …when you need to share it
                                                                  …how you want to share it
                                                                  …the best way to share it

 http://www.wired.com/magazine/2010/06/st_cheatscience_badnews/




 34
In conclusion


       Focus first, decisions follow: Project process & decision-making

       Types of decisions

       Level of decisions

       Decision making process

       Style matters

       Tips

       Closing thoughts

                                   Questions???
35
Thank you!
     Alison Sigmon, M.Ed, LPC, PMP

      asigmon@systemation.com



36
http://www.mba-tutorials.com/management/535-types-of-decisions.html
     http://www.decision-making-confidence.com/types-of-decision-making.html
      http://www.the-happy-manager.com/types-of-decision-making.html

     The Accidental Creative, Todd Henry




37

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Decision making styles

  • 1. Decision Making: Process & Style Matter 1
  • 2. Zero to the speed of light in less than four years… Joining the 21st century Unless you’ve been living under a rock for the last few years, chances are you’ve got some inkling that technology & the Internet have grown up. Technology helps us get things done There’s nothing new about biz wanting it done bigger, better, faster, but with 24/7 connectivity faster just took on lightening speed. 2
  • 3. What’s the potential for bigger, better, faster? The Upside Faster communications, Quicker results The Rub Increased opportunity for things to go south on your projects just as quickly particularly when it comes to making decisions The challenge is to http://www.redbubble.com/people/dmoilanen/art/3260188-speed-of-light make effective decisions in age of speed… 3
  • 4. So what’s on tap for our time together today…   Focus first, decisions follow: Project process & decision-making   Types of decisions   Level of decisions   Decision making process   Style matters   Tips   Closing thoughts 4
  • 5. Focus first, decisions follow: Project process & decision-making 5
  • 6. Things to consider before diving into decision making Before meaningful decisions can be made on a project, the project framework must be established. This is the best way to ensure decision makers have enough information to make the necessary throughout the project lifecycle. 6
  • 7. Parse the project process first Start with defining the Project Strategy •  Understand WHY it got the green light •  Commit to WHO is involved •  Clarify WHAT the project must accomplish •  Map out WHEN things will happen •  Align on WHERE the work will get done Then… Figure out the Creative Strategy •  HOW the project objectives & deliverables will be accomplished •  Best fit solutions 7
  • 8. Sorting through decision needs Once the project groundwork is laid, the REAL fun begins! http://www.flickr.com/photos/residae/2800735073/ 8
  • 9. Incoming!!! Decisions don’t have to take you out Testing Priorities Decisions never end in projects Status   Decision-making starts with the Change es approval of a project & doesn’t end Reques ts ston Mile until close-out Persona lities   The challenge is figuring out who Workflow Schedule needs to decide what, how much info they need to make the decision, and when the decision needs to be made Start with understanding what kind of decision it is… http://casablancapa.blogspot.com/2010_05_01_archive.html 9
  • 10. Types of decisions & approach 10
  • 11. Two types of decisions Programmed   Familiar   Rules can be reused   Routine, inventory-like   Operational in nature   Past decisions guide current decisions   Low risk Non-programmed   Unique   Poorly defined & unstructured   Not routine   High organizational impact   Less rules, guidelines   High risk and errors possible http://absentmindedoracle.blogspot.com/2010/11/things-on-my-mind-tuesday.html 11
  • 12. Rational decision making approach   Objective   Most common   Logical, sequential models – tons available & constantly used   Options generated   Pros/cons weighed   Testing http://www.memonic.com/user/2ni/folder/scrum 12
  • 13. Intuitive decision making approach   Subjective   No obvious reason or logic   Focus on experience & inner knowledge   Feeling/sensing based   Challenging to defend   Supplement with tools, evidence, & best practice http://78notes.blogspot.com/2011/06/intuition-needs-your-input.html 13
  • 14. Recognition primed decision making approach   Combination of rational & intuitive models   Identified by Gary Klein through studying human decision making   Believes we make 90-95% decisions through pattern recognition   Watch cues, gather evidence, mental rehearsal, try/test   More experience we have, better choices made http://lindabiggane.blogspot.com/2010/10/nature-with-hidden-patterns.html 14
  • 15. Decision levels to consider 15
  • 16. Not all decisions are equally Level of decision in question Complex or simple? Complex decisions have high risk to the project, organization, people, etc & can impact time, cost, and scope Important or routine? Routine is more administrative in nature and considers timing of the decision Strategic or operational? Strategic decisions typically have cross functional involvement and may http://blog.iqmatrix.com/mind-map/becoming-an-outstanding-critical-thinker-mind-map bump into other projects 16
  • 17. Time to decide: Decision-making process 17
  • 18. One step at a time (but not always in a row) McMahon identified seven basic steps to move through the decision making process with a team Step 1: Outline your goal to focus the decision Step 2: Pull your data together to help identify the most best possible solution Step 3: Brainstorm options Step 4: List pros and cons of each option Step 5: Make the decision Step 6: Take action Step 7: Learn from the process Alison’s extra… Step 8: Be iterative. Sometimes it doesn’t http://simplemom.net/financial-baby-steps-save-and-invest/ happen with just ONE pass. 18
  • 19. Watch out for the potholes of the mind http://www.talesofpublictransit.com/?tag=potholes Influencers that can skew objective decision making   Personal bias   Wishful thinking   Group think or peer pressure   Inertia – not willing to change past approach or thinking pattern even when faced with new circumstances and new information   Source credibility – bias against the person, organization, or group to which the person belongs   Wishful thinking – the need to see things in a positive light 19
  • 20. Lurking indecisiveness The power of organizational culture in indecision Worry over performance Message: Could lose my job. Reality: Only as good as your last gig. Organizational dissonance Message: We value teamwork! Reality: Just do what we want. Risk Message: Take risks. Reality: You get one shot. Autonomy & authority Message: Make decisions. Reality: Constantly overruled. Too many choices Message: Be creative. Reality: Get it done now. 20
  • 21. Own the decision What’s a PM to do? Take the bull by the horns and… Take Charge! http://mychinaconnection.com/english-idiom/take-the-bull-by-the-horns-a-way-to-solve-a-problem/ 21
  • 22. Go for it – make the jump Whatever the decision need is don’t just sit there.   Assess   Organize   Consult with others   Pick your decision maker   Consider your pitch http://www.travelodestination.com/cliff-diving-useful-tips-and-locations/ 22
  • 23. Pick the right decision-maker Determine who is the best person to make the decision based on the type and impact of it. You want someone who is careful, considerate, and has the authority to act. 23
  • 24. Consider and plan for delivery Be objective Draw pictures Be timely, factual, & clear http://papershine.com/archives/2006/ Understand that not all delivery should be considered equal…let’s take a look. 24
  • 25. Style matters… When it comes to delivery 25
  • 26. Consider your delivery method & recommendations From Gary A. Williams and Robert B. Miller’s article titled “Change the Way You Persuade” in the Harvard Business Review, May 2002: We have a tendency to focus on the content of the message and far less time on how the message is delivered. The focus should be on how to present the message effectively. Tailor the message to that person’s decision-making style will go a long way to getting a decision quickly. 26
  • 27. People’s behavior makes sense to them. Variety – it takes all types… Assess the receiver preferences first. Consider the following:   What drives or influences them   Context & info they need   Timing & time needed   Medium/materials http://www.shutterstock.com/ 27
  • 28. Decision-making style: Followers 36% of decision-makers Make decisions based on how other trusted decisions-makers or they themselves have made similar decisions in the past. Responsible, cautious, and bargain conscious. Usually risk-averse. Focus on proven methods and testimonials. Need to see that it’s been somehow done before. 28
  • 29. Decision-making style: Charismatic 25% of decision-makers Tends to be exuberant about a new idea or proposal. Final decision is based on balanced information, not just emotions. Captivating, enthusiastic, dominant, and talkative. Seeks out risk. Use simple, straightforward arguments and visual aids. Resist the temptation to jump on this style’s bandwagon of initial excitement. 29
  • 30. Decision-making style: Skeptics 19% of decision-makers Highly suspicious of data that don’t fit with or challenges their worldview. Make decisions based on their gut feelings. Combative style and usually described as take-charge individuals. Demanding, disruptive, rebellious Establish as much credibility and clout as possible with this person. Get support from someone whom this decision-maker trusts before pitching the idea. 30
  • 31. Decision-making style: Thinkers 11% of decision-makers Impressed with data. Can exhibit contradictory points of view within a single meeting. Need to cautiously work through all options before making a decision. Can be the toughest to persuade and is risk averse. Logical and academic. Have lots of data available. They need as much info as possible to make a decision. 31
  • 32. Decision-making style: Controllers 9% of decision-makers Hate ambiguity. Focus on the pure facts and analytics of a decision because of their own fears and uncertainties. Tend to be logical, unemotional, detail oriented, and analytical. Risk averse. Don’t be too aggressive. Present the facts and details and leave it to the decision maker to work through. 32
  • 33. Determining best fit Despite style differences people tend to use a one-size-fits-all approach when trying get decisions made by stakeholders. Most folks tailor the message toward Thinkers and Controllers, which make up the smallest population of the five styles. 33
  • 34. Tips for moving the decision process along   Be factual & timely   Be thoughtful   Separate the people from the problem   Be clear about …what you need to share …when you need to share it …how you want to share it …the best way to share it http://www.wired.com/magazine/2010/06/st_cheatscience_badnews/ 34
  • 35. In conclusion   Focus first, decisions follow: Project process & decision-making   Types of decisions   Level of decisions   Decision making process   Style matters   Tips   Closing thoughts Questions??? 35
  • 36. Thank you! Alison Sigmon, M.Ed, LPC, PMP asigmon@systemation.com 36
  • 37. http://www.mba-tutorials.com/management/535-types-of-decisions.html http://www.decision-making-confidence.com/types-of-decision-making.html http://www.the-happy-manager.com/types-of-decision-making.html The Accidental Creative, Todd Henry 37