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Introducing Jil Toovey Influencing to make an organisational impace. Influencing to have an organisational impact CLANZ National Conference, May 16 2008 Presented by: Jil Toovey, Director, The Institute of Knowledge Development, IKD. The ideal lawyer?.

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Introducing jil toovey influencing to make an organisational impace

Introducing

Jil Toovey

Influencing to make an organisational impace


Introducing jil toovey influencing to make an organisational impace

Influencing to have an organisational impact

CLANZ National Conference, May 16 2008

Presented by: Jil Toovey,Director, The Institute of Knowledge Development, IKD


The ideal lawyer

The ideal lawyer?

The one you never see or hear from, the one who always says YES.

The one who is willing to learn from me and prepared to say they don’t know.

The one who provides options with associated levels of risk that reflect a good understanding of the business drivers and longer term strategy.

The one who takes to time to deeply understand the commercial gain.

The one who doesn't get their jollies from identifying a breach!


The challenge

The challenge

In truth, you face a difficult balancing act. You are independent officers of the court on the one hand, commercially-focused advisers on the other. Traditional legal training emphasises the former, but it is through the latter that you become a valued commercial contributor to the business. It is through the latter that you make an impact. 


What impact do you want to have

What impact do you want to have?

  • to be listened to, trusted, respected and acknowledged

  • to change the way your clients behave and think about the value of legal advice

  • to impact the strategic direction of the organisation

  • to influence the way the organisation operates

  • to impact the core business (products or services)

  • to be needed, wanted and valued

  • other?


Introducing jil toovey influencing to make an organisational impace

What are you up against?


What gets in the way

What gets in the way?

  • Digging in

  • Spinning wheels

  • A road block

  • Closed doors

  • Brick walls


Introducing jil toovey influencing to make an organisational impace

What positions do your clients take?


Client groups

Client groups

1) The Board

2) The CEO

3) Snr Mgr Team

4) Line managers

5) Employees

6) Regulators

7) Contractors

8) Customers

9) Suppliers

10) Other?


Legal risk and compliance issues hmmm

Legal, risk and compliance issues, hmmm

  • I think the lawyers exaggerate the risks.

  • When does the legal team need to worry about the real business or organisational challenges?

  • My lawyer takes care of the risk issues for me, I don’t need to understand any of it.

  • I am far too busy working with the real issues, the business issues.

  • I try and avoid any interaction with the lawyers, they are just a handbrake to happiness!


What do you want me to do

What do you want me to do?

  • I do worry about the legal issues but there is no time!

  • I have so much on my plate and this isn't the most urgent or important issue.

  • Just tell me what I have to do and I will do it.

  • That lawyer is pretty passionate about this, she wouldn’t let us take any risks.

  • Nothing has gone wrong so far so I’m pretty sure we are ok.


Managing risk is a key part of our business strategy

Managing risk is a key part of our business strategy

  • Risk management and compliance is a key priority for us. We must protect our reputation.

  • I look for ways to manage risk intelligently and creatively.

  • Compliance and risk management is assumed in my area.

  • Managing the legal dimensions of our organisation's issues will provide us with a competitive advantage.

  • We do this because it is the right thing to do.


From compliance to ethics

From compliance to ethics

Ethics

Corporate Governance

Risk Management

Compliance


What do you want to achieve

What do you want to achieve?

  • Internalization – impacts a person’s values & beliefs

  • Identification – impact’s a person’s understanding

  • Compliance – actual or overt behaviors


Power influence

Power & Influence

Power is a latent resource which must be unleashed by other processes.

The key unleashing process is influence, which uses interpersonal & social skills to make others voluntarily change their attitudes.

Mary Bragg Reinventing influence : how to get things done in a world without authority. Pitman Publishing, 1996


Sources of power

Sources of power

  • Resources

  • Information

  • Expertise

  • Connections

  • Coercion

  • Positional

  • Personal power

    Mary Bragg Reinventing influence : how to get things done in a world without authority. Pitman Publishing, 1996


Resources

Resources

  • Money

  • People

  • Time

  • Energy


Information

Information

  • Front of mind issues for Snr Management team

  • Cross cultural information

  • Information re informal leaders

  • Personality information re key decision makers

  • Competitor information

  • Internal info re strategy

  • Sector info re industry and general sector issues


Expertise

Expertise

  • Legal expertise

  • Regulatory expertise – current and impending

  • Relationships and connections with external experts (legal and other)

  • Business or organisational expertise (corporate memory)


Connections

Connections

  • Who do you know? How close is your relationship?

  • Who knows you?


Coercion

Coercion

  • Authority levels (sign-off)

  • Stop work, say no/yes, draw rank options


Positional

Positional

  • What is your title?

  • Where is your office?

  • Car park status?

  • Lunches?

  • Access to decision makers?


Personal

Personal

  • Are you liked and respected?

  • Are you popular for the right reasons (integrity, trustworthiness)

  • Are you an opinion leader?

  • Who listens to you?

  • Do they enjoy having you around?


Build your power sources

Build your power sources

  • Based on individual examples, what are the key sources of power available to you and/or your team?

  • What could you do to expand or deepen your sources of power?

  • How can you build the sources of power you need more of?


Will irving group general counsel telstra corporation ltd

Will Irving, Group General Counsel, Telstra Corporation Ltd

The imbalance of power (client is right, lawyer is there to take instructions) doesn’t help, but is a fact of life. Everyone is responsible to someone (CEOs to boards, boards to shareholders/regulators etc etc), so lawyers need to get over that – if they’re so much smarter than their clients then leave the law and prove it.


Introducing jil toovey influencing to make an organisational impace

What role do you play with your clients and what impact does that have?


The in house role

The in-house role

This real world vs law review/risk management vs. damage control experience is an invaluable catalyst in the process of transitioning to the “client side.”

Steve Mims, The Road to In-House Counsel November 2005


Teacher coach

Teacher/coach

Educates the business or internal clients about their legal responsibilities that are part of their role. Empowers them to make decisions based on having the right amount of knowledge regarding contract clauses, confidentiality agreements, Trade Practices etc


Police person gatekeeper

Police person/gatekeeper

Ensures there is constant surveillance of internal client’s activities. Reprimands if there in non compliance or lack of focus on risks. Is stern, disapproving and untrusting.


Preacher

Preacher

Is passionate about risk and compliance issues and attempts to inspire the organisation to feel the same by using strong appeals that have moral content. Provides ‘blessing’ for a project or business initiative.


Critical parent

Critical parent

Constantly reminds individuals and groups of their obligations. Will step in and take over if not getting a response. Is critical, disappointed or chastising.


Cleaner

Cleaner

Moves in after a disaster to mop up. The role evokes feelings of resentment and being unappreciated and exploited.


Sales person

Sales person

Identifies the individual or groups’ key drivers and frames the risk management message in a way that is appealing because it has direct relevance to their real concerns and issues.


Partner peer

Partner/peer

Works with the organisation to identify the commercial outcome that doesn't raise legal risks. Shifts hats when necessary. Works alongside of the business or organisation.


Will irving group general counsel telstra corporation ltd1

Will Irving, Group General Counsel, Telstra Corporation Ltd

I think lawyers need to expressly say sometimes that they are putting on or taking off, their legal hats. It allows others to see them in a different light and can be very valuable in breaking down the stereo types – it also helps the lawyers see that the clients are not as dumb as some lawyers assume.


Introducing jil toovey influencing to make an organisational impace

www.ikd.com.au


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