LEADING AGAINST THE GRAIN THE 5 RULES FOR EFFECTIVE UPSTREAM - PowerPoint PPT Presentation

LEADING AGAINST THE GRAIN THE 5 RULES FOR EFFECTIVE UPSTREAM COMMUNICATION AND LEADERSHIP JOEL RUSSELL, FOUNDER/CEO OF 1

ABOUT ME: JOEL RUSSELL • 1994 : Graduated from Stanford University • 1998 : Founded eimagine • 5+ Years : Average employee tenure • 250+ : Clients Served • 85+ : FTEs on our largest project • 20 : # of new hires in 2019 2 2

What is success? 3

4 Why Upstream Communication?

Different Communication Exists 5

GROUP EXERCISE 6 6

Communication Scenario: Answers 1. How big is this 6-figure opportunity? $500,000 2. How many opportunities do Matt’s connections have for me? 2 3. Is the work geographically close (local) to our organization? Don’t know 4. Do any of our staff actually know Tableau? None 5. How quickly can our staff begin to learn Tableau? No idea 6. What other members are needed for Tableau projects? No idea 7. What’s the process to become a Tableau business partner? Is there? 8. How quickly can I hire Tableau resources? 1-3 months 9. Is Tableau a sustaining platform? Will it be around in 5 years? Yes 10. What’s the average length of a Tableau project? 6-12 months 7

What did we learn? Did patterns exist? GROUP EXERCISE Did you see conflict within the group? 8 8

Communication Scenario: Personas Software Developer Project Manager Business Analyst C-Level/ Executive OUT IN & OUT IN OUT # 4 # 8 # 2 # 8 9

Communication Scenario: Answers 1. How big is this 6-figure opportunity? $500,000 2. How many opportunities do Matt’s connections have for me? 2 3. Is the work geographically close (local) to our organization? Don’t know 4. Do any of our staff actually know Tableau? None 5. How quickly can our staff begin to learn Tableau? No idea 6. What other members are needed for Tableau projects? No idea 7. What’s the process to become a Tableau business partner? Is there? 8. How quickly can I hire Tableau resources? 1-3 months 9. Is Tableau a sustaining platform? Will it be around in 5 years? Yes 10. What’s the average length of a Tableau project? 6-12 months 10

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Key Component? 12

Rule 1: Be Vulnerable 14

Rule 2: Land the Plane • Less is more • Don’t circle • Decide • Motion begets motion 15

Rule 3: The 3 P’s 16

Rule 4: Patterns of Play 17

Rule 5: Express Gratitude 18

Remember the 5 Rules for Effective Upstream Communication

Joel’s 5 Rules for “BAing” Great How our team is truly exceptional 1. Projects that ignite your passion 2. Work with a kick-ass team 3. Make a difference 4. Sharpen your sword 5. Choose your own adventure

What What’s your 1 r 1 thing ng?

Joel Russell Joel Russell eimagine JoelRussell72 (317) 258-6335 jrussell@eimagine.com eimagine.com