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© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 1
That Settles It:
Techniques forTransparent
&Trusted Decision Making
Ellen Gottesdiener
www.ebgconsulting.com
www.DiscoverToDeliver.com
Copyright © 2015 EBG Consulting, Inc.
27 October 2015
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 2
takeaways
Identify types of product and process
decision made on projects, including
their timing and stakeholders.
Recognize decision-making traps, risks
and blunders
Discover a tried and true—and
transparent—decision-making process
you can use right away in your work
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 3
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 4
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 5
decisions
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 6
act of making up your mind about
something
position or opinion or judgment
reaches after consideration
something that results…
decision
Source: visualthesarus.com
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 7
you need to make a
decision about….
your turn…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 8
scope (what & when to deliver)
quality
acquisition (build, buy, rent, lease)
funding (self, equity, debt)
staffing
approach (agile, trad…)
product & process
decisions
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 9
product or process?
your tough decision:
your turn…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 10
decision stakeholders
User,
Chooser (Buyer),
Adviser
Sponsor,
Product Champion,
Provider,
Adviser
Builder
Provider,
Adviser
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 11
who needs to
participate
in making the
decision?
your turn…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 12
decision models
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 13
ends and means
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 14
value decision
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 15
benefits
risks
dependencies
value decision
value considerations
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 16
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 17
group dynamics, psychology
flawed belief systems
inability to find high-quality alternatives
overly dominant people
lack of group diversity
psychological pressure
groupthink – groupshift – time
decision-making:
traps, risks and blunders
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 18
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 19
process
problem not clarified
insufficient alternatives or information
making decisions too late or soon
time constraints
not right stakeholders engaged
ambiguous language
decision-making:
traps, risks and blunders
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 20
delegative
decision-making styles
Source: Vroom and Jago, 1998;
Vroom andYetton, 1973
democratic
consensus
consultative
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 21
what is consensus?
‘state of mutual agreement among members
of a group where all legitimate concerns of
individuals have been addressed to the
satisfaction of the group’
Saint and Lawson
Includes people
affected by the decision
implementing the decision
supporting the implementation
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 22
compromise
vs. consensus
Win/Lose
Lose/Lose
Win/Win
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 23
decision style:
efficiency,
sustainability
your turn…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 24
decision-making
research
what the research shows…
(study on strategic decisions,
mostly in info technology…)
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 25
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 26
values for
group effectiveness
Source: Roger Schwarz, 2002
valid information
free and informed choice
internal commitment
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 27
competency
trust
Source: Reina and Reina, 2006
contractual
communication
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 28
decide
how to decide
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 29
collaboration pattern:
Decide How to Decide
a group needs to reach closure
on a specific issue
people must know when and
whether a decision is made
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 30
common decision rules
ConsensusDecision
Leader
Decides
after
Discussion
Arbitrary
Spontaneous
Agreement
Majority
Vote
Negotiation
Delegation
decision
rule
Decision
Leader
Decides
WITHOUT
Discussion
participatory
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 31
which
decision rule
is appropriate ?
your turn…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 32
endorse
disagree
cannot
support
agree,
can support
I veto
this
proposal
gradient of agreement
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 33
decision roles
Recommend a proposal
Agree sign-off, can veto
Perform, implement decision
Input consults
Decide accountable for closure
Source: Rogers and Blenko, 2006
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 34
who
will play
which roles?
your turn…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 35
meta-process:
make a decision
1. set the context
identify goal or problem
clarify stakes and stakeholders
decide on decision rule
clarify decision process (practice first!)
2. discuss
generate alternatives
evaluate alternatives
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 36
4. take action
meta-process:
make a decision
3. close discussion
clarify proposed alternative
select best alternative
“consensus” need all 1’s and 2’s
poll group “gradient of agreement”
“decision leader decides after discussion”
a)  decides now, or
b)  chooses further discussion
5. validate decision
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 37
decision tools
analytical hierarchy process
decision table
decision tree
process decision program chart
(PDPC)
others…
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 38
wrap
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 39
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 40
thanks!
That Settles It:
ellen@ebgconsulting.com
twitter @ellengott
www.ebgconsulting.com
www.DiscoverToDeliver.com
email
Techniques forTransparent &
Trusted Decision Making
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 41
special discount
30% off paperbook thru 14 Nov
use coupon code PSBAW15D2D
order at www.DiscoverToDeliver.com
© EBG Consulting, 2015 | @ellengott
www.ebgconsulting.com | www.DiscoverToDeliver.com 42
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That Settles It: Techniques for Transparent & Trusted Decision Making

  • 1. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 1 That Settles It: Techniques forTransparent &Trusted Decision Making Ellen Gottesdiener www.ebgconsulting.com www.DiscoverToDeliver.com Copyright © 2015 EBG Consulting, Inc. 27 October 2015
  • 2. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 2 takeaways Identify types of product and process decision made on projects, including their timing and stakeholders. Recognize decision-making traps, risks and blunders Discover a tried and true—and transparent—decision-making process you can use right away in your work
  • 3. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 3
  • 4. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 4
  • 5. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 5 decisions
  • 6. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 6 act of making up your mind about something position or opinion or judgment reaches after consideration something that results… decision Source: visualthesarus.com
  • 7. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 7 you need to make a decision about…. your turn…
  • 8. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 8 scope (what & when to deliver) quality acquisition (build, buy, rent, lease) funding (self, equity, debt) staffing approach (agile, trad…) product & process decisions
  • 9. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 9 product or process? your tough decision: your turn…
  • 10. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 10 decision stakeholders User, Chooser (Buyer), Adviser Sponsor, Product Champion, Provider, Adviser Builder Provider, Adviser
  • 11. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 11 who needs to participate in making the decision? your turn…
  • 12. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 12 decision models
  • 13. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 13 ends and means
  • 14. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 14 value decision
  • 15. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 15 benefits risks dependencies value decision value considerations
  • 16. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 16
  • 17. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 17 group dynamics, psychology flawed belief systems inability to find high-quality alternatives overly dominant people lack of group diversity psychological pressure groupthink – groupshift – time decision-making: traps, risks and blunders
  • 18. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 18
  • 19. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 19 process problem not clarified insufficient alternatives or information making decisions too late or soon time constraints not right stakeholders engaged ambiguous language decision-making: traps, risks and blunders
  • 20. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 20 delegative decision-making styles Source: Vroom and Jago, 1998; Vroom andYetton, 1973 democratic consensus consultative
  • 21. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 21 what is consensus? ‘state of mutual agreement among members of a group where all legitimate concerns of individuals have been addressed to the satisfaction of the group’ Saint and Lawson Includes people affected by the decision implementing the decision supporting the implementation
  • 22. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 22 compromise vs. consensus Win/Lose Lose/Lose Win/Win
  • 23. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 23 decision style: efficiency, sustainability your turn…
  • 24. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 24 decision-making research what the research shows… (study on strategic decisions, mostly in info technology…)
  • 25. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 25
  • 26. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 26 values for group effectiveness Source: Roger Schwarz, 2002 valid information free and informed choice internal commitment
  • 27. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 27 competency trust Source: Reina and Reina, 2006 contractual communication
  • 28. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 28 decide how to decide
  • 29. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 29 collaboration pattern: Decide How to Decide a group needs to reach closure on a specific issue people must know when and whether a decision is made
  • 30. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 30 common decision rules ConsensusDecision Leader Decides after Discussion Arbitrary Spontaneous Agreement Majority Vote Negotiation Delegation decision rule Decision Leader Decides WITHOUT Discussion participatory
  • 31. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 31 which decision rule is appropriate ? your turn…
  • 32. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 32 endorse disagree cannot support agree, can support I veto this proposal gradient of agreement
  • 33. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 33 decision roles Recommend a proposal Agree sign-off, can veto Perform, implement decision Input consults Decide accountable for closure Source: Rogers and Blenko, 2006
  • 34. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 34 who will play which roles? your turn…
  • 35. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 35 meta-process: make a decision 1. set the context identify goal or problem clarify stakes and stakeholders decide on decision rule clarify decision process (practice first!) 2. discuss generate alternatives evaluate alternatives
  • 36. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 36 4. take action meta-process: make a decision 3. close discussion clarify proposed alternative select best alternative “consensus” need all 1’s and 2’s poll group “gradient of agreement” “decision leader decides after discussion” a)  decides now, or b)  chooses further discussion 5. validate decision
  • 37. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 37 decision tools analytical hierarchy process decision table decision tree process decision program chart (PDPC) others…
  • 38. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 38 wrap
  • 39. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 39
  • 40. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 40 thanks! That Settles It: ellen@ebgconsulting.com twitter @ellengott www.ebgconsulting.com www.DiscoverToDeliver.com email Techniques forTransparent & Trusted Decision Making
  • 41. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 41 special discount 30% off paperbook thru 14 Nov use coupon code PSBAW15D2D order at www.DiscoverToDeliver.com
  • 42. © EBG Consulting, 2015 | @ellengott www.ebgconsulting.com | www.DiscoverToDeliver.com 42 ! ! ! ! Training Find your learning story Consulting Match to your needs !