This is the Change Management You re Looking For Enabling Tableau Teams & Embracing Change

Size: px

Start display at page:

Download "This is the Change Management You re Looking For Enabling Tableau Teams & Embracing Change"

Willa Patrick
5 years ago
Views:

1 #TC18 This is the Change Management You re Looking For Enabling Tableau Teams & Embracing Change Julia Hennelly Strategic CSM Tableau Catherine Denmeade Manager, Strategic CSM Tableau

3 #TC18 This is the Change Management You re Looking For Enabling Tableau Teams & Embracing Change Julia Hennelly Strategic CSM Tableau Catherine Denmeade Manager, Strategic CSM Tableau

4 Who Are We?

5 Catherine Denmeade Currently Manager, Strategic CSMs, Tableau Formerly Customer Advocacy Manager, Tableau Tableau BI Team Lead, Asciano (aka: Tableau Queen) Likes Cars, Animals, & Travel Dislikes Black Licorice who s idea WAS that??

6 Julia Hennelly Currently Strategic CSM, Tableau Formerly Senior Practice Manager, Tableau Tableau Practice Lead, Mikan Likes Black Licorice, Travel, her teenagers (some of the time), husband (most of the time). Dislikes Cherry flavored anything

7 Why Are We Here?

8 Agenda Acknowledging the change that Tableau brings Reducing resistance to the change Enabling your people to embrace the change

Take-a-way Actions Come back to this presentation post TC and steal the resource slides Leave here with a new mindset: Ensuring successful Tableau

9 Take-a-way Actions Come back to this presentation post TC and steal the resource slides Leave here with a new mindset: Ensuring successful Tableau adoption is really an exercise in change management Go back to the office next week and pick TWO of the things we talk about today to implement ASAP

10 Tableau Brings Change

11 Change.

12 Is Scary.

13 Is Disruptive.

14 Creates Resistance

15 It gives me panic attacks.

16 new processes and tools can frustrate me. Like, I hate renting cars because I don t want to think about how to turn on the radio or work the windshield wipers. I just want to be able to do it intuitively.

17 But.

18 Change is the essential process of all existence. - Spock

19 Don t worry we are aware Spock is from Star Trek and we used a Star Wars Jedi pun in our title we ll get there. We promise there will be a Jedi quote later.

20 If Resistance > Tableau Then Failure To Adopt End

21 Reducing Resistance

22 Reducing Resistance Resistance happens when the change is perceived as a threat:

23 Reducing Resistance Resistance happens when the change is perceived as a threat: Understand the perceived threat Show the value and shared purpose Educate and support change impacted people Communicate, communicate, communicate

24 Understand the Perceived Threat Top Reasons People are Resistant to Change People view the risk of change as greater than the risk of standing still. People feel connected to other people who identify with the old way of working. People have no role models for the new activity. People fear they lack the competence to change. People feel overloaded and overwhelmed. People have a healthy skepticism and want to be sure the new ideas are sound. People fear hidden agendas exist among would-be reformers. People feel the proposed change threatens their notions of themselves. People anticipate a loss of status or quality of life. People genuinely believe that the proposed change is a bad idea Program Management: A Lifecycle Approach, Ginger Levin

25 Understand the Perceived Threat Top Reasons People are Resistant to Change People view the risk of change as greater than the risk of standing still. People feel connected to other people who identify with the old way of working. People have no role models for the new activity. People fear they lack the competence to change. People feel overloaded and overwhelmed. People have a healthy skepticism and want to be sure the new ideas are sound. People fear hidden agendas exist among would-be reformers. People feel the proposed change threatens their notions of themselves. People anticipate a loss of status or quality of life. People genuinely believe that the proposed change is a bad idea Program Management: A Lifecycle Approach, Ginger Levin

26 Fear is the path to the dark side. Fear leads to anger. Anger leads to hate. Hate leads to suffering. - Yoda

27 That one was totally a Jedi quote.

28 How do I know what the driving fears are??

29 Ask.

30 Reducing Resistance Resistance happens when the change is perceived as a threat Understand the perceived threat Show the value and shared purpose Educate and support change impacted people Communicate, communicate, communicate

31 Show the Value and Shared Purpose

32 Big Important Questions: Who is Your Big Wig? Why Do They Believe in This?

33 Tell people.

34 The oldest and strongest emotion of mankind is fear, and the strongest kind of fear is fear of the unknown. - H.P. Lovecraft

35 Not a Jedi.

36 Show the Value and Shared Purpose Share the vision the WHY Share the value the WHAT Share the shared purpose the what s in it for me Do it EARLY and OFTEN

37 Show the Value and Shared Purpose

38 Show the Value and Shared Purpose

39 Reducing Resistance Resistance happens when the change is perceived as a threat: Understand the perceived threat Show the value and shared purpose Educate and support change impacted people Communicate, communicate, communicate

40 Educate and Support Change Impacted People

41 Big Important Thing: Make Education and Enablement Someone s Job

42 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

43 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

44 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

Keys to Enablement Education User Onboarding Analytics Academy Skill Belts Standard Education Your-focused curricula Curated Media Best Practices Visual Design Best Practices Style + Branding

45 Keys to Enablement Education User Onboarding Analytics Academy Skill Belts Standard Education Your-focused curricula Curated Media Best Practices Visual Design Best Practices Style + Branding Guidelines Format + Layout Templates Performance Recommendations Tableau Desktop Tips + Tricks Ongoing Learning Lunch & Learns Webinars Tableau Doctor Workshops Knowledge Base Help & Support Community Tableau Days (Show + Tell) Tableau User Groups Internal Online Chat Use Case Library Competitions Mentoring

46 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

47 Landing Page Check List Internal Portal Focused on the Audience One stop shop New Users - Welcome & Getting Started Pack Chatter- Members and Usage? Service Catalogue of Offering Monthly Tips & Tricks Best Practice Documentation How To Videos How to Get Access to Tableau Desktop How to Get Access to Tableau Server Site/Project Help How to Access Data & Authoritative Data Sets Support Documented Process How and Where to Get Help Training Calendar of Activities Latest News & Upgrade Schedules Repository for Best Practice Session Supporting Material Visual Best Practices/Notation Guidelines/Templates Communication Plan Dashboard Performance Resources Use Cases/Gallery/Blog

48 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

49 Big Important Things: You Need a TUG You Need a CHAT ROOM

50 Getting started with a Tableau User Group (TUG) Understand who is interested Establish a time and place Determine format and agenda Keep it going!

51 User Group in a Box Tableau User Group Board Starting a TUG

52 Getting Started with a Tableau Chat Room Determine format and agenda

53 Get Social! Get on Twitter Follow your Tableau Team Follow who they follow Follow who they follow GET INVOLVED!! Google It! DR Google knows all Use your Tableau Vocab Be specific with your search What about You Tube? Follow the Blogs! Subscribe to the Tableau blog Find more via Google and Twitter Bookmark your favourites Use a service like Feedly Tableau Community Use the Tableau Forums! Ask your complex questions Find local Tableau User Groups Answer some questions while you re there!

54 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

55 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

56 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

57 Educate and Support Change Impacted People Don t skip training Do have ongoing learning paths Do have a landing page Do have a community Don t think you can do it alone Do cultivate Champions Do make use of your Tableau team and Tableau Partners

58 Reducing Resistance Resistance happens when the change is perceived as a threat: Understand the perceived threat Show the value and shared purpose Educate and support change impacted people Communicate, communicate, communicate

59 Clear, Concise, and Considerate

60 Communicate, Communicate, Communicate

61 Communicate, Communicate, Communicate

62 Communicate, Communicate, Communicate

63 Communicate, Communicate, Communicate

64 Reducing Resistance Resistance happens when the change is perceived as a threat: Understand the perceived threat Show the value and shared purpose Educate and support change impacted people Communicate, communicate, communicate

65 Enabling Your People to Embrace the Change

66 RELATED COLLEAGUE SESSIONS Building a Tableau COE Step-by-Step Thursday 12:30 1:30 Skill Belts in a Box Thursday 12:30 1:30 The Recipe for an Engaged and Passionate Enterprise Community Tuesday 10:45 11:45

67 RELATED CUSTOMER SESSIONS Building the Tableau Empire at Charles Schwab Wednesday 10:15 11:15 Changing Behaviors and Delivering Business Value at State Street Tuesday 1:45 2:45 Data to Decision Part II Organizational Change at Nationwide Wednesday 10:15 11:15

68 Recap Acknowledging Change that Tableau Brings Reducing Resistance to Change Enabling Your People to Embrace the Change

69 Take-a-way Actions Come back to this presentation and steal the resource slides Leave here with a new mindset: Ensuring successful Tableau adoption is really an exercise in change management Go back to the office next week and pick TWO things to do immediately

70 Please complete the session survey from the Session Details screen in your TC18 app

71 Sources Key Resources: Program Management: A Lifecycle Approach, Ginger Levin Switch: How to Change when Change is Hard, Chip & Dan Heath Additional Resources:

72 #TC18 Thank you! Contact or CTA info goes here

Module 2 Marketing - Template 11 Newsletters, Articles and Social Media. Get & Keep Clients. Articles/Blog Posts - 4 a month

Module 2 Marketing - Template 11 Newsletters, Articles and Social Media Methods of Marketing Making Connections Article Marketing - Submitting Articles to Sites on the Internet to bring more people to