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#AIIM14 #AIIM14 #AIIM14 Overcoming Change Management Resistance: Crea4ng an Informa4on Community in your Organiza4on Sherri Adame Director Data Governance & Quality Premier Farnell sherriadame@twiAer

Creating an Information Community

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Managing information falls on the shoulders of everyone in your organization. So how do you engage workers to understand how information security policies relate to data standards? How do you keep in touch with what challenges the business has with information? Learn how Premier Farnell started their Information Community for educational and interactive discussions. Get tips and steps for how you can start one at your organization.

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Page 1: Creating an Information Community

#AIIM14  #AIIM14  

#AIIM14  

Overcoming  Change  Management  Resistance:    Crea4ng  an  Informa4on  Community  in  your  Organiza4on   Sherri  Adame  

Director  Data  Governance  &  Quality  Premier  Farnell  

sherriadame@twiAer  

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#AIIM14  

Crea4ng  Informa4on  Community    

§  Change  Management  §  Community  Defined  §  5  steps  to  community  §  Q&A  

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Change  Management  §  How  much  does  your  organizaIon  invest  in  change  

management?      §  Change  management  begins  with  a  conversaIon    §  Apprehension  relief  with  educaIon  and  experience  §  Be  the  change  management  you  want  to  see  §  Create  a  team  that  can  be  spokespeople  for  your  

InformaIon  or  Data  iniIaIves  with  educaIon  §  Create  pracIcal  training  and  resources  for  your  

organizaIon  to  reuse  overIme  §  Create  a  forum  for  idea  exchange  and  discussion  

“Change  does  not  roll  in  on  the  wheels  of  inevitability,  but  comes  through  

con4nuous  struggle.”  Mar4n  Luther  King,  Jr.    

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www.aiim.org/infochaos�  

Do  YOU  understand  the  business    challenge  of  the  next  10  years?  

This  ebook  from  AIIM  President  John  Mancini  explains.  

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Community  Defined  §  com·∙mu·∙ni·∙ty  §  noun:  community;  plural  noun:  communi4es    §  A  group  of  people  living  in  the  same  place  or  having  a  parIcular  

characterisIc  in  common.  §  A  feeling  of  fellowship  with  others,  as  a  result  of  sharing  common  

aUtudes,  interests,  and  goals.  

§  Synonyms:  group,  body,  set,  circle,  clique,  facIon;  brotherhood,  sisterhood,  fraternity,  sorority,  sodality;  order,  congregaIon,  abbey,  convent  ;  district,  region,  zone,  area,  locality,  locale,  neighborhood;  public,  people,  ciIzenry,  populaIon,  collecIve;  residents,  inhabitants,  ciIzens;  gang,  bunch  ,  hood  

Propose  that  our  community  is:  A group of passionate information and data professionals

that share common attitudes.  

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5  Steps  to  Community  

§  1)  Define  your  goals  §  2)  IdenIfy  your  audience  §  3)  Plan  your  topics  &  find  an  area  for  sharing  §  4)  Determine  your  communicaIons  plan  §  5)  Keep  the  faith  !  

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1)  Define  Your  Goals  §  Managing  informaIon  falls  on  the  shoulders  of  

everyone  in  an  organizaIon.    §  Community  can  be  uIlized  to  engage  your  

organizaIon  to  understand  how  informaIon  security  policies  relate  to  data  standards;  what  data  quality  is;  how  master  data  management  helps;  the  strategy  for  Big  Data;  etc.  

§  EducaIonal  and  interacIve  discussions  can  be  facilitated  in  an  InformaIon  Community  meeIng.    

§  Early  stages  Educate;  Baseline  terminology;  and  create  a  paradigm  of  understanding  for  strategic  programs;  Build  credibility  &  create  relaIonships  

§  Later  facilitate  collaboraIon  and  innovaIon  

§  YEAR  1  §  EducaIon;  create  training  materials  §  Baseline  terminology  for  large  

strategic  programs  §  Define  the  concepts  and  possible  

approaches  §  Look  for  pracIcal  applicaIons  of  the  

topic  in  the  organizaIon  §  YEAR  2  

§  CollaboraIon  with  strategic  iniIaIve  key  stakeholders  

§  EducaIon  on  business  process  changes  and  new  technology  deployments  

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2)  Iden4fy  your  Audience  §  Brainstorm  List  of  stakeholders  or  Arch  enemies  and  their  direct  reports  §  Ask  HR  to  pull  a  list  of  everyone  who  has  informaIon  or  data  in  their  Itle  

(maybe  ‘dba’  too)  §  Look  at  your  key  iniIaIves  determine  the  group  of  resources  that  will  

drive  those  projects  to  compleIon  §  Look  at  the  areas  or  funcIons  your  governance  team  is  not  covering;  

educate  that  group.  §  Start  with  your  own  team  –  make  sure  they  understand  the  key  areas  of  

focus  for  your  informaIon  or  data  governance  iniIaIves  –  every  team  member  needs  to  be  a  spokesman  for  the  GREAT  work  you  are  doing  !  J  

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3)  Plan  Topics  &  Find  Sharing  Area  §  Select  topics  that  align  with  informaIon  iniIaIves  you  have  

planned    §  Remember  your  goals  and  your  audience  §  Don’t  just  talk  about  the  architecture  and  technology  –  Talk  

about  the  process  and  people  changes  required;  leave  technology  to  the  end  of  the  conversaIon;  aeer  all  most  of  our  best  pracIces  are  a  change  in  process  or  business  pracIce    

§  Figure  out  how  you  will  share  your  materials    §  Are  you  creaIng  a  sharepoint  site  or  using  a  corporate  wiki  page?  §  Are  you  emailing  ?      §  Are  you  going  to  record  presentaIons?  §  Who  will  manage  the  community  materials?  §  Will  the  materials  expire?  §  Are  they  stored  read-­‐only  or  can  anyone  modify  the  materials?  

Our  Year  1  Topics    ü Data  Quality    ü Master  Data  Management  ü Data  Standards  ü Metadata  Management  ü InformaIon  and  Data  Governance    

Our  Year  2  Plans  Ø Managing  the  Data  Lifecycle  Ø Big  Data  Ø Customer  MDM  Ø Data  Quality  in  PracIce  Ø InformaIon  ROI  

 

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4)  Determine  Comms  Plan  

§  Who  will  create  and  present  your  materials?  §  What  does  your  informaIon  community  do?  Does  your  

informaIon  community  meet  as  a  group  or  just  share  materials  in  an  online  community?  Or  both?  

§  Where  does  your  informaIon  community  meet?  If  you  meet  together  is  it  face  to  face  or  via  a  conference  call?  Are  there  mulIple  Ime  zones  to  consider?  If  its  via  a  conference  call  will  you  include  a  webex  or  goto  meeIng  for  presentaIon  slides?  

§  When  does  your  community  meet  and/or  publish  materials?  

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5)  Keep  the  Faith  !  

§  Just  keep  smiling  § Watch  for  the  ripple  effect  § Wait  for  the  call  §  Remain  posiIve  and  be  consistent  §  Look  for  aAendees  that  want  the  opportunity  to  present  a  success  or  challenge    

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Q&A  

§  Any  quesIons  ??  Sherri  Adame  Director  Data  Governance  &  Quality  sherriadame@twiAer    Premier  Farnell    hAp://www.premierfarnell.com/      CHECK  OUT  THIS  COOL  VIDEO  -­‐  hAp://youtu.be/dUZjzQuTNX4