Data Collection

Commit to Connecting

If the months keep passing and you keep forgetting to connect with customers, use your calendar to establish a cadence for connecting. Set a 30 minute appointment on the same day of each month and use that time to schedule your connections. Then, treat the appointments as sacred events on your calendar. Avoid canceling and adjust the number of appointments each month, as you learn what works best for you.

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Start Small

PDSA can be used to test and measure system-wide improvements, however, it’s important to start with small fast tests when implementing PDSA. It’s helpful to focus on only one piece of the change rather than the entire implementation as you move through each round of testing. You can choose to run separate PDSA cycles simultaneously or sequentially depending on your desired outcome.

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Idea Bank

As you meet with your direct reports each month, you may find you have more ideas than you can possibly implement. Come up with a system to put the best ideas in place. For example, at the end of each quarter, a leader may present the bank of ideas to their team and let them vote on which ideas to fulfill.

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Check in with Stakeholders

Schedule time each quarter to connect with a few external stakeholders. Ask for feedback and perceptions about the organization’s progress. Directly ask if there are any trends to which you should be paying close attention.

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Plus/Delta & Why

A plus/delta tool can also aid in reflective practice. When using this tool, it is important to ensure you capture WHY each factor is a plus or a delta. The why is critical in deciding the best next steps.

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Win Vs. Loss

When we’re trying to accomplish really important goals, it’s easy to forget to celebrate progress. For one week, keep a tally of the number of times you point out a set-back and a tally of the number of times you celebrate a win. Do the wins win? If you proclaimed the negative more often, try again next week. Build a habit of celebrating wins that matter.

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A Fresh Take: Observe & Report

Conduct a Plus/Delta with the participants at the end of your next board or team meeting. Observe dynamics in the discussion, is every leader an active participant?

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Put Your Network Before Yourself

Look for opportunities to provide value and support to others. Offering feedback or advice, acting as a trusted mentor, or providing a quality referral for an open job position all have a positive effect on your reputation.

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Relate Don’t Compare

Look across industries for benchmark data. Some of the greatest innovations and successes are inspired by businesses doing completely different work.

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Establish a Clear Objective

Focus groups can be led by individuals inside the organization or by external facilitators. For either approach, it is critically important for the facilitator to have a clear understanding of the purpose of the focus group. Knowing the objective will help the facilitator ask probing questions during the session and provide insight after the session. Before your next focus group, connect with the facilitator about the purpose and questions to be asked during the session.

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Use Top Box and Rank Ordering to Improve

When paired with survey item means, top box information becomes even more valuable for goal-setting. During your next results review, consider rank ordering survey items by mean and by top box percentage. Arranging data this way provides additional guidance as leaders determine improvement priorities.

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Data is a Force that Drives Change

More than a force, it is a powerful tool for aligning both the goals and values of an organization. How? Data provides evidence. When employees see the evidence behind the work they do, they feel a sense of ownership and hold themselves accountable for achieving results. Thus, they continuously strive to achieve the organization’s overall goals and values. Do you present data at your organization in an intentional, meaningful way?

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Stay Organized with Plus/Delta

The plus/delta tool is an effective way to keep feedback organized. As electronic file sharing continues to be a positive trend in organizations, consider leveraging electronic tools for feedback gathering. Teams might use a shared plus/delta document to collect feedback about wins and challenges, if a particular process is ongoing. The notes made on the plus/delta can then be examined at each team meeting.

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What Have You Accomplished?

Create a list of your accomplishments since you’ve begun your career. What awards or recognition have you received? What impactful results have you reached? Use numbers and analytics to show impact when applicable.

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Allow Time to Process Survey Results

After your initial review of survey data, allow yourself time to process the results. Take a break from the data and return to it later. Recognize your emotional reactions and shift your negative responses to positive, productive responses. This will prepare you to calmly communicate the data to your team and welcome their input.

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Harvest Wins from Data

One way to use data you’ve collected is to identify wins from the results and follow-up with a celebration. When you begin to review your data, start by looking for 3 wins you can pass on to your teams and celebrate.

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Use Data to Action Plan

Collecting data is meaningless if we aren’t analyzing the data for opportunities and improvements. After data has been collected, analyzed, and shared, develop an action plan using information from these discussions. Set a challenging but achievable goal. Resist the temptation to set too many goals and stick to 1-3 to focus on.

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Sharing Data

After we have gathered data, it’s important to close the feedback loop and share the results with our organization’s stakeholders, such as employees and the community. Conversations with stakeholders around the data provide opportunities to gain additional information and identify wins, gaps, and possible strategies for reducing gaps.

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Drowning in Data?

The quality of the data is much more important than the quantity. Are you collecting the data that is most important for the organization? Are you using the data that’s being collected? Align the data to the organization’s goals to focus on what matters most and eliminate unnecessary data collection.

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The Right Data

Collecting data has a specific purpose. The type of data collected and the tool used for collection is determined by the issue, problem, or challenge to be addressed. Start by identifying one goal that the team or organization wants to achieve. What data is needed to understand the current state, set a challenging goal, and measure the progress? Collecting the right data and using it for improvement is essential to increasing performance.

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Satisfaction Surveys

How do you know your stakeholders are satisfied? The best way is to ask. Create a stakeholder feedback survey and distribute it to customers, clients, the community, parents, etc., to gather essential data used for decision making and future success.

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Track Recognition

Using the recognition tracking form or a similar process, record who you’ve acknowledged and why. If you supervise others, track who recognizes who and why. This allows you to see who and what is being recognized as well as performance trends.

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Gathering Feedback

To obtain meaningful feedback and achieve effective prioritization, we communicate the why, what, and how before, during, and after the listening process. Explain why gathering feedback is important, what we expect from our shareholders, and how their input will be used to make decisions.

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Objective Evaluations

Adopt and commit to an objective, measurable, leader evaluation tool and hold leaders accountable for the results.

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