Collaborative Decisionomics – The Technical Professional’s Decision Making Toolkit PDD, PMI-KC Workshop October 2, 2018

Who We Are What We Do Bill Cole Project Lifecycle Performance Educator, Coach Utility Management A/E Management/Leadership Sales Tools Facilitation, Org, Dev Sales & Marketing Business Consultant Project, People, Process Management Bill Cole Project Lifecycle Performance Project Pursuit/Development Project Assessments Teambuilding, Conflict Resolution Negotiations, Safety Critical Decision Support Collaborative Decisionomics Associates Engineers Utility Managers Project Managers Sales Professionals Facilitators Business Consultants Organization Performance Leadership Consulting Management Coaching Process Improvement

CD3 Defined COLLABORATIVE DECISION -OMICS CD3 is an elegant (mathematics term) system simplifying complexity within an understandable technical professional’s wheelhouse. COLLABORATIVE DECISION -OMICS efforts by two or more parties working together to achieve goals conclusion or resolution reached after consideration study of the totality of something “Everything should be as simple as possible, without being too simple.” – Albert Einstein

What We Use What We Do Project Lifecycle Performance Project Pursuit/Development Project Assessments Teambuilding, Conflict Resolution Negotiations, Safety Critical Decision Support Collaborative Decisionomics Organization Performance Leadership Consulting Management Coaching Process Improvement

SAMPLE CORE AXIS SYSTEM Core CD3 Tenant Social/Political People, especially technical professionals, process information, challenges, and issues usually in three dimensions bounded in a fourth, time.   SAMPLE CORE AXIS SYSTEM CD3 builds on this framework to support the development of strategies and actions that impact decisions of all kinds. Technical Financial

CD3 Introduction WHAT IS COLLABORATIVE DECISIONOMICS? A framework applicable to group process built over 40 years of work experience to improve and influence the quality of decisions. WHERE IS IT BEST APPLIED? To influence a client’s decision in a selection process To plan work won after the pursuit is complete To solve conflicts and problems in execution Other specific situations where group decision making is at work

Collaborative Decisionomics To Improve Decision Making CD3 Helps Technical Professionals WIN the work with CD3 PLAN the work with CD3 SOLVE the work with CD3 To Improve Decision Making

Fundamentals of CD3 EXECISE #1: AXIS BRAINSTORMING Open forum Core, Supporting, Fundamental, Hybrid Focus-Assigned next step Social/Political Client Specific Proven Solutions Cost Innovative Solutions Low-risk Solutions Technical Financial B&W Specific Marketplace Schedule Scope

Why CD3? ACTION ORIENTED BUILT ON KNOWN TECHNICAL CONCEPTS Making social sciences useful in our technical world requires adaptive technical frameworks and implementation tools, hence CD3 ACTION ORIENTED BUILT ON KNOWN TECHNICAL CONCEPTS DRIVES THE COMPETITIVE TEAM APPROACH Plan the work, work the plan as a team toward single goal BEHAVIOR BASED IMPROVEMENTS Plan the Attack – then Attack the plan “Behave your way into a new way of thinking, not vice versa.” CONSISTENT FRAMEWORK Built for full pursuit/project lifestyle Built for the task/technical professional

CD3 -- A Facilitated Process The CD3 toolkit provides needed frames for exercises. Questioning skills are critical to the process. Open discussion and “admissions of ignorance” are encouraged DISCOVERY MAP DEVELOPMENT MAP EXECUTION Questioning all that we know about the situation; discover via open discussion all requirements Open small group exchanges on: Technology, Price, People, Terms, Labor, etc. Based on what you know, BUILD THE PLAN via CD3 tools, follow the plan and execute while adapting

Fundamentals of CD3 EXECISE #1: AXIS BRAINSTORMING Open forum Core, Supporting, Fundamental, Hybrid Focus-Assigned next step Social/Political Client Specific Proven Solutions Cost Innovative Solutions Low-risk Solutions Technical Financial B&W Specific Marketplace Schedule Scope

Decision Making via CD3 - Example People What do people truly think? Usually, a Critical Big Three – People, Price, Perception COMMON CORE AXIS CD3 helps your team build and refine messages, strategies actions that impact decisions at all levels Price What does it cost and what value is in the financial package? Perception What is the competition?

FS LLC’s CD3 Objective Foresight Solutions LLC reputation is built on: Direct action oriented advice Framework approach to help our clients solve issues now with limited consultant involvement required Winning with CD3 and the CD3 Toolkit, provide client tools to thoughtfully consider how/when/where to: Impact a client’s decision making Build their best case solution Foresight Solution’s objective is to: Transfer the process and the language of CD3 to client’s leadership, management and key staff Transfer toolkit skillsets Serve as your on-call advisor Copyright 2016 by Foresight Solutions LLC (FS). All rights reserved. Used only with permission for FS LLC

Collaborative Decisionomics THE TECHNICAL PROFESSIONAL’S TOOLKIT FOR IMPROVING/INFLUENCING DECISION MAKING Copyright 2018 by Foresight Solutions LLC (FS). All rights reserved.

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