“8 Steps for Achieving World-Class Collaboration” Webinar Recap

In NewsGator’s webinar with Bob Hackett, VP of Information Services at Weston Solutions, we take a look at how WESTON’s Vision 2015 aligns with John Kotter’s 8 Step Process for Leading Change and achieving world-class collaboration. If you missed the complete webinar, click here to watch the on-demand version.

Step One: Create Urgency

For change to happen, the whole company has to want it. For WESTON, this includes building collaboration as a key element and participating in the World Wide Intranet Challenge benchmarking survey.

Step 2: Form a Powerful Coalition

It’s important to convince people change is necessary by encouraging strong leadership and support from key members of you organization—like WESTON’s Overall Steering Committee (including CEO, CIO, CFO & Senior VP Marketing) and Portal Advisory Group.

Step 3: Create a Vision for Change

A clear vision makes it easier for everyone to understand why you’re asking for their participation. WESTON’s vision involves the Portal being the first stop personalized gateway to all people, information, tools, and applications by 2012.

Step 4: Communicate the Vision

For best results, the vision should be communicated often and powerfully, in order to keep it fresh in everyone’s minds. WESTON’s communication includes a Senior Leadership Presentation, Annual Leadership Meeting, and continual intranet and e-mail updates. Bob says a powerful message to employees included “stressing the benefits of commenting, liking, and building a repository” within the portal.

Step Five: Remove Obstacles

After creating a structure for change, remove obstacles that inhibit empowering the people you need to execute your vision. For WESTON, this meant exploring solutions for native SharePoint 2010 and integrating NewsGator. Training for team sites is a significant part of removing obstacles. Bob says “training requirements include about two hours for site owners and six hours for site admins.” Bob also explains the importance of communicating with offices in ‘Taiwan, China & India” to ensure everyone knows what important acronyms like APAC and LAM means.

Step Six: Create Short Term Wins

Have results your staff can see within a short time frame. WESTON’s Early Adopter Program led to 1,000 profiles in the first 90 days.

Step Seven: Build on the Change

Real change runs deep. For WESTON, long-term change came with the two month “Anchoring the Portal”, community outreach, and portal minutes. In encouraging users to utilize microblogs, Bob said “If users see value in it, they will do it. We continue to try and show them this value.”

Step Eight: Anchor the Changes in Corporate Culture

Change should become a core aspect of your organization. WESTON utilized Quick Start Guides, webinars and employee incentives to make this happen. When asked about culture change in document management, Bob said the most important elements were “getting people to use SharePoint instead of their hard drives, sending links instead of putting information in e-mails, keeping documents current and relevant, and storing information in one location but linking as needed.” This also included some customization of the SharePoint 2010 portal, including “placing a global header on every page.”

Now that you have a good overview of how WESTON applied Dr. Kotter’s 8 Step Process for Leading Change to their social initiative, check out the on-demand webinar for a much richer explanation as well as a helpful Q&A session at the end.