Sunday, July 17, 2011

Collaboration in the Workplace

I was reading a Harvard Business Review article, “Building a Collaborative Enterprise” that referenced the teachings of Karl Marx, among others.

It reminded of conversations I’ve had with a long-time colleagues, Jim Morris. I have always valued the lively discourse I’ve had with my colleagues and while we discussed the Agile software development methodologies, we realized how odd it was that in our political lives, we tended to lean towards capitalism; in our team environments, we were socialists.

Collaboration in workplace has become a trend, as evidenced by the HBR July 2011 issue dedicated to collaboration. It could be argued that the entry of the Millenials into the workplace is what has shifted individual contribution to more team-based efforts. Sometimes, the Millenials get a bad wrap for being whiney and entitled children with no sense of accountability but even with their incessant need for hand-holding, they also inspire a sense of shared ownership teamwork that the Baby Boomers and GenX lacked.

What does this paradigm shift mean to us? For those in the tech consulting world who practice the Agile methodology, not much. We are already familiar with the concept of collective ownership. Results are measured by the progress and achievements of the team. Individuals are accountable to the team and the team is accountable to its customers. Its. The team is no longer a group of people but a thing: A collective. “Resistance is futile.”

Inevitably this kind of collaboration finds its way to the organizational level. Gone by the waste-side are the dictatorship and consensus-driven models of management and not just by those in technology.

I think this is where technology firms veer away from traditional consulting models. The hierarchical approach to profitability in professional services isn’t affected by collaborative management.   Leverage is just as important as it ever was; what is different is not how projects are staffed but how decisions are made.

The concept of “shared purpose” is nothing new. As I’ve mentioned, it’s a principle of the Agile methodologies. It’s one of the factors of successful marriages (Gottman and Silver 243) and it’s been cited as a foundation of mature, functional teams (Lencioni 170).

The workplace buzzword used to be communication. Communication and visibility to all levels of the organization eased doubt and malcontent. Now, it’s about involvement and the ability for anyone to affect change.

During my days at Ascentium, empowerment was a fundamental principle instilled in its early employees. No one was handed a Wand of Power, yet everyone yielded one. Implicit influence went a long way when trying to drive change. Collaboration was a necessary component.

But implicit influence and empowerment have their risks. What if the influencer’s goals are not in alignment with the organization’s? What if the results are disastrous? What if the change causes resentment? And worse, what if the collaboration is exclusive?

As someone viscerally averse to policies and procedures, I find myself considering solutions rooted in defined strategies. I can only forgive myself for this by noting that strategy is indeed not tactical. It does not dictate the “how” but the “what.”

Below are the principles I believe to be fundamental in successful collaboration in organizational management.
  • Clear decision-makers and accountability
  • Limits for non-approved innovation
  • Fluidity in collaboration
  • Trust
  • Zero punishment for initiative
  • Value for critical thinking
  • Fix what’s broken

Clear decision-makers and accountability
As the HBR article notes, collaborative environments are not consensus-driven. As is the role of the Product Owner in the Scrum methodology, someone must make the final call; otherwise, nothing gets done or too much is attempted to get done. The driver of change, the person who initiates the collaboration, should be the person accountable for breaking ties and making the tough decisions. That person is also ultimately responsible for managing up and out.

At Ascentium, we called it the “neck to strangle.”  While not quite the vision I’d like to impart, it’s pretty close. Don’t take this to mean that there isn’t collective ownership because it doesn’t. Ambiguity causes confusion and doubt, not only outside of a collaborative team, but also within it. Collaboration is not without its leaders.


Limits for non-approved innovation
I cringed as I typed that out. It hurts me to think about limits and the red tape of required approvals. As much as it pains me, I have come to realize and accept that the philosophical concept of free-wheeling innovation is oft too much for an organization to handle. It just causes too much turmoil and yet there is need to promote innovation and change. How do you inspire thinking and creativity without putting the organization at risk? How do you keep from stifling an organization’s principle of empowerment?

Limits. I've heard anecdotal references to Zappos granting its customer service representative the ability to issue credits and resolve customer issues within a certain dollar range. This fosters empowerment and improves customer relations. The same applies to organizational change and product development.

Isolating product innovation to R&D centers or dedicating days of the month allows creativity to bloom without potentially damaging an organization’s line of business or brand. Limits on size of impact by the number of employees, lines of business, or dollars recognize the need for change and inspirational thinking but also calls attention to the macro-effect of some change. To be sure, requiring approval for innovation above these limits requires more work on the part of collaboration teams. Communication outside its boundaries and influence are required for gaining approval and this is not a bad thing.


Fluidity in collaboration
“Embrace change.” It’s a principle of Agile and other iterative approaches. The OODA loop is a loop because it requires constant observation of the ever-changing environment. Companies are multi-faceted and so their collaboration teams need to be as well. Committees may exist but they should disband as soon as their goals are complete otherwise they risk becoming stagnant and losing external perspective. It’s like not being able to see the forest for the trees. It’s why I enjoy being a consultant. It’s why I value being a generalist.

This goes hand-in-hand with the idea of having a clear-decision maker. Czars pull teams together but should also have perspective and be unbiased enough to let the team go when its job is done.

Collaboration teams do not need to be just about innovation and change. Sometimes, they can be applied to business decisions, such as choosing a health care plan. I’m not sure a role that describe  a dictatorship is what I’m looking for but I believe the concept is the same. Czars are the decision-makers for certain areas of the business and they are the consultants to the management teams but as with any committee, czars also risk stagnation and should rotate.


Trust
Trust is the foundation for any successful relationship. Trust of a collaboration team is just as important as trust within it. As I write this, I am reminded of a period in my life when I was working on my tolerance.  During this time, I was given a lot of grief over my mantra, “They’re doing the best they can.”

With trust, there is a belief that  no one is inherently evil and they are not trying to be malicious or vindictive. They aren't trying to make you look bad or create ill will.  People are doing the best they can and what they think is right. But they’re not always right.

The other day, Thomas Wyrick said to me, “If you put someone in a leadership position and you want him to do the job, you have to trust him when he does it.” So, while they may not always be right; you have to trust that they are putting the organization and its people first. They are making decisions that they believe are in the best interest of their constituents. You put people in positions of leadership, you hire employees, and you empower your people because you trust them. Trust them and trust their choices. Course correct when you discover they were wrong.


Zero punishment for initiative
You can’t have empower people and ask them to take initiative without taking on the risk that they may make a mistake. We’re all human.

When someone’s initiative proves to be ill-founded or has poor results, it is critical to avoid punishment. This is not to be confused with a lack of criticism and change. It’s been said that you should learn from your mistakes so take the opportunity to analyze, educate, and adjust. Understand what didn’t work, communicate what would have worked better, and make changes for the future.

It’s difficult to discern when the time has come to remove someone from a position, not only in taking initiative but also in formal roles. A change in position implies punishment so attempts must be made to reconcile other environmental factors before making organizational and personnel changes.

Sometimes a breakdown of trust is the cause for removing a person from his position. When there is no longer trust that a person can fulfill a role or that he cannot understand and incorporate the organization’s need for adjustments, then the person is no longer suited for his position.
Repeated failures are nothing to be admonished for. What is unacceptable is repeated failures attempting the same things in the same ways. Celebrate mistakes. Those who say they do not regret anything are cowards. Regret what you must, then find the opportunities to not regret them again.


Value critical thinking
I have been called the town crier before. I’ve yelled and screamed about the crumpled piece of paper on the sidewalk but did not have the initiative or the wherewithall to pick it up. In those days, I didn’t know anything else. I did not know how to find the solutions but I could certainly point out the problem. It’s taken me a few years of experience to formulate and deliver solutions. Because I’ve been in that place where all I could see was the problem, I appreciate that sometimes, that all a person can do.

Critical thinking brings opportunity. Those who raise concerns are often called malcontents. They value adversity and, thus,  are oft the cause of much consternation and tension in organizations. The crises they cause with their observations require self-reflection as individuals and as a team.

Their grating personalities should not devalue their importance.  Those who stir the pot, those who push the limits and question authority: They are the ones who inspire change.

But the shared purpose in resolving their issues force the them to work together and creates a bond found only in adversity. “Paradoxically, adversity and upheaval can be far more powerful agents of change than planning and consultants. Without such goads, our resistance to needed innovation is usually too ingrained” (Farson and Keyes 25).

But constant criticism can wear down other people, especially those who are loathe to conflict. It can also be bad for morale. Where is the balance? Some people I know argue that it’s in the delivery. The path of a critical conversation can revolve around how criticism is communicated, in what tone, and with what words.

I am a bigger believer in mitigation as the solution. There is a certain honesty that comes from an unfiltered perspective and I value it. Others would prefer deep thought before speaking up. I don’t know that either is better than the other but I believe there are those who sit in the middle whose tendency and thus, responsibility, is to translate between the two parties and mitigate the personality and communication differences.

I used to tell my colleagues that, "I'm tired of being the bitch all the time."  I felt that I was the only one who ever spoke up, speaking on behalf of those who have no voice.  They would retort that while they often agreed with me, they found it difficult to get behind me when my passion was so fervent.  I needed them to translate for me.  I needed them to mitigate.

It can be exhausting for those who are more willing to compromise, it can be exhausting for those who want change, and it can be exhausting for those who are constantly in the middle. It never stops but that’s business. Business is ever-evolving and no one argues that if there’s a problem, it should be fixed. No one argues that anything and everything can be done better. Appreciate the the opportunities to do better and value those who bring those opportunities to light.


Fix what’s broken
It’s another principle of the Agile methodology. If something in the methodology doesn’t work, change it. If something in the organization doesn’t work, change it. Leverage the critiques of your gadflies and embrace the ideas of your innovators. Don’t let issues and concerns fall by the waste-side even if the solution to the issue is to do nothing. Acknowledgement and validation go a long way.

Ignoring issues or ignoring those who point them out only hurts the organization, through morale and stagnation. Just make sure you’re fixing the right problem.

Sometimes, the concerns that are brought to light are superficial and are only symptoms of systemic issues. Trust is one. Lack of shared goals and vision is another (Lencioli). Don’t overlook one in lieu of the other. Both need to be resolved but they are separate and distinct concerns. The tactical issue needs to be addressed first. Once that has been resolved, or steps put into action, it should only be used as a learning opportunity:  As an example of what went well and what could have been done better. It should not be an example of “yet another situation when...” Put the event itself to rest for the time being and resolve the bigger problem.



 References
  • Gottman, John, Ph.D, and Silver, Nan. The Seven Principles for Making Marriages Work.  New York: Three Rivers Press, 1999. Print.
  • Farson, Richard, and Keyes, Ralph. Whoever Makes the Most Mistakes Wins: The Paradox of Innovation. New York: The Free Press, 2002. Print.
  • Lencioli, Patrick. The Five Dysfunctions of a Team: A Leadership Fable. San Francisco:  Jossey-Bass, 2002. Print.

Sunday, June 19, 2011

Tips & Tricks: Excel Arrays

Poor, lonely array formulas. They get so little love but they can be very powerful tools in spreadsheets.  Array formulas can run multiple calculations in a single formula and I use them most for 2 things:  Weighted matrices and conditional aggregation calculations.

Weighted matrices are probably the more commonly used of the two.  Sometimes, you have to create a scorecard where some of the factors may be weighted more heavily than others.  This can often be the case in vendor evaluations.

They look something like this:


Most of the time, folks will add additional columns to apply the weight to the score to get the extended score.  This adds width to your table and spreadsheet but it also adds bulk, only so you can get the ultimate score that you want.

It's much easier to use an array formula to create a total weighted score in a single column
  1. First let's build the scorecard so create a table with your evaluation criteria (or Factors as they are shown here) as column headings
  2. Insert a row above your table and add the weights you want applied to each Factor in its corresponding column.


  3. Now add a column for the Total Weighted Score.  This is where you'll put your array formula. What you're trying to do here is add up the scores multiplied by their weights, so you're looking for a Sum of Products.  To make this easier to understand, we'll put in a dummy formula and then fill in the references later.


  4. In the first row of data in the Total Weighted Score column (E2, here), type in the formula:


  5. Now, don't hit <Enter>!  Instead hit <Ctrl>+<Shift>+<Enter>.  If you accidentally hit <Enter>, just go back to the cell, hit <F2> to edit, then <Ctrl>+<Shift>+<Enter>.  The "CSE" combination is what lets Excel know to calculate this formula as an array.

    In the formula bar, you should now see the formula with the curly braces around it.  This means that it is now calculating as an array.  Of course, you'll also see that the cell has an error because you didn't put in any data for it to calculate; just variables.


  6. Now, we’re going to fill in the rest of the formula.  [x] is going to be your set of scores.  [y] will be the corresponding weights for those scores.
  7. Add a temporary column to get the reference for your set of scores.  In the first data row of this column (F2, here), type the "=" to start your formula.  Select the columns that contain all of your scores for that row.  In this example, I have 3 columns so my resulting formula is:


  8. Add another temporary column to get the reference for your set of weights.  In the first data row of this other column (G2, here), type the "=" to start your formula.  Select the cells that contain your weights but before you hit <Enter>,hit <F4> twice.  This will change the row references to absolute so as you copy your formula, it will always reference the right now that contains your weights (Row 1, here).


  9. Now, let's replace the variables in the array formula with the right cell references. Go to the cell you created in Step 7 and copy the formula, except the “=” equal sign.  Go to your array formula and replace the [x] by pasting.  Do the same for the formula from Step 8, using it to replace the [y].


  10. Did you remember to <Ctrl>+<Shift>+<Enter>?  If not, just go back to the cell, hit <F2> to edit, then <Ctrl>+<Shift>+<Enter>.


  11. Now just copy your formula down and you’ll see that the Total Weighted Scores are the same with just one column and an array formula, as they are with 4 columns!


Friday, May 27, 2011

Excel-to-Visio Data Integration

 

There have been times when I needed to sketch out a site map or Use Case map in Visio based on use cases I have tracked in Excel.  In the past, I have used the Visio Organizational Chart Wizard to build out these hierarchical trees.

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The wizard can use an Excel and “Parent Ids” to automatically layout org chart Shapes.  It’s really an efficient way to get shapes on the page with data fields that can be refreshed when the Excel data is updated.  Unfortunately, the diagram is an Org Chart so there are limitations to what you can do with the Shapes.

Today, I was working through a “tear-off" sheet” full of Post-It Notes created from a RIP (Rapid Initial/Iteration Planning) session with a client.  Into Excel they went.  And because it’s been a while since I’ve used the Org Chart wizard, I was poking around Visio 2007 to find where Microsoft decided to move the damn thing.

Under the “Data” tab in the Ribbon, I found the Link “Data to Shapes” button.  The Org Chart wizard uses this same data integration feature but this / *MY* method affords you with some more flexibility about what Shapes you can use, what changes you can make to the Shapes, and how the Shapes are connected.

  1. In Excel (2010, if you’re wondering), create a table.  It doesn’t matter whether you leave it as simple range or if you “Format as Table.”  You just need a collection of records to work with.  Add a column for a unique Id.

Hint:  I use the Fill as Series feature (Alt + E,  I , S is the old Excel 2003 shortcut that still works, for those who are wondering).  Then, I apply the Conditional Formatting for unique or duplicate values to the column to make sure I don’t accidentally create a non-unique Id.

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  1. Save the File where you’ll be able to find it.  Keep in mind that you will need to have the Excel file open while you’re working with the data in Visio.
  2. In Visio (2010), you can create a new drawing –or- use one you already have.  This is one of the nice things about using a custom data connection because the Org Chart wizard creates a new drawing.
  3. In the Visio Ribbon, select Data > Link Data to Shapes.

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  1. When the data connection opens, you can select Excel as the data source.  There are other options but Excel is the simplest.  It would be great one of these options was Team Foundation Server (TFS) to synch up with backlog stories quickly but if that’s your goal, one of the options will certainly get you there with a little more effort.
  2. Click Next.

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  1. Browse to the Excel file you saved and click Next.
  2. In the next screen, you can select  an entire worksheet if you don’t have much else on it but the table, otherwise, you can click on “Select Custom Range…” to pick an area.  Be warned though, that you cannot use a Named Range so you will need to run the Refresh Configuration to update your data source range when you add more records.
  3. Click Next.

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  1. Click on the “Select Column…” button if you’d like to customize what columns to pull over.
  2. Uncheck any columns you don’t think you’ll use and click OK.

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  1. You can also filter what records you want to use by clicking on the  “Select Rows…” button.  For example, you may want to only use records that have an In-Scope value that’s not blank.
  2. Click OK.

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  1. Click Next.
  2. In the next window, select which column is the unique Id field you created in Excel.  You may have multiple columns that make up a unique key but whether it’s one or many columns, there should only be one record per combination.
  3. Click Next.
  4. Click Finish.

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  1. You should see a window open in Visio called “External Data.”  Mine is shown docked on the right but by default, it docks at the bottom.
  2. If you don’t see the window, click on the Data tab in the ribbon and check the “External Data Window” option in the Show/Hide section of the Data ribbon.
  3. In the list, you’ll see all the records that were pulled in based on the settings you created in the wizard with their columns and values.

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  1. Select a record in the External Window and drag it into your drawing.  It will use the default Shape or the last one you selected.
  2. To use a Specific shape, just click on the one you want in your Stencil.
  3. Dragging the record into your drawing will drop a Shape into your drawing with the data from its record in Excel.
  4. By Default, the Data Graphic (as it’s called) is positioned outside of the Shape to its right.  This is a useful format if you are using the text inside the Shape.  I use the record data instead so I move the Data Graphic into the Shape and hide the Shape’s text box.  The Data Graphic is basically a group of text boxes and images that sit on top of the Shape so trying to using the Formatting tools won’t work on the Shape to change its color of font colors.  You’ll need to select each section within the Data Graphic to make changes and even so, these changes won’t apply to all your Shapes.

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  1. To change the formatting of the Data Graphic, right-click on the Shape and select Data… > Edit Data Graphic… from the context menu.

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  1. In the Edit Data Graphic window, you can add additional columns from your Excel table.  I believe it defaults to only the first two columns but you can add more.  Be careful because it will be easy to think you can show all the data you have but it will quickly become crowded and hard to use.
  2. Change the Default position to “Center” and “Middle”
  3. Select to “Hide shape text when data graphic is applied to make sure that any text you have in the Shape will not appear.
  4. In the “Applies to” to All Shapes with this data graphic.  This option assumes that you don’t want different layouts for different records or Shapes but you can certainly manually select which Shapes to update.
  5. Click OK.Double-Click on a field in the Edit Graphic window to make additional Changes

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  1. Double-Click on a field in the Edit Graphic window to make additional Changes, like how the data field should be displayed:  Text, Data Bar, Icon Set, Color by Value.  Many of these will be family in the Excel Conditional Formatting features.
  2. Each Type will have additional options.  For example, there’s a Style that can be selected.
  3. Depending on how many fields you use, you will want to adjust the position of each to make sure they sit properly.

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  1. Here’s a basic layout with the Use Case Id on top and its Name in the middle.

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  1. Here’s a more complicated version.  I don’t recommend it but it shows you a few more options based on the Status (Icon Set) and In-Scope (white vs. grey).
  2. In the External Data window, you can see the chain link next to the records that indicate which ones have shapes in the drawing.

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  1. Don’t like the Shape you used?  Or you want to use a Shape you already laid out on the page?
  2. Drag a record from the External Data window into the Shape.  it will automatically create the connection.

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  1. Did you add some new records or make updates?  Right click in the External Data window and select “Refresh Data…” from the context menu.  Or select “Refresh All” from the Data tab.

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You’ll see the connection get refreshed and the new records appear in the External Data window.

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Bam.  Enjoy.

Tuesday, March 22, 2011

PowerPoint Footer: Why they make sense but are still broken

Have you ever tried to make a PowerPoint template?  PowerPoint is one of those great Office tools that is frustrating to use because it's chock-full of features that most people will never use.  Those who do use them often find them to work exactly how they would NOT be expected to work. Confused?  Yeah, now you know how I feel after 4 hours of troubleshooting PowerPoint footers.

Footers.  They are those things that are at the bottom of the slides that include such things as Client names, Dates, and Page Numbers.  Sometimes you want these on slides and sometimes you don't, like on Title Slides and Section Headers (otherwise known as Section Dividers).

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Slide with Footer Section Header with no Footer


Type of Footer On Off
Slide Master
  • Add Placeholders
  • Delete the Placeholders
    NOTE: You cannot turn Off the Placeholders in a Slide Master.  You can only delete the text boxes.
Layout
  • Turn on Footers
    Note:  You can only turn on Footers if the Slide Master contains a Footer
  • Turn off Footer, or
  • Delete the Placeholders
    NOTE:  Once you have deleted the Placeholders, you can only re-add the Footer if the Slide Master contains one.
Slide
  • Insert Footer pieces (Date and Time, Slide number, and Footer)
    Note:  You can technically insert Footer pieces on any slide but they will only appear if the Layout contains the piece you wish to add.
  • Remove Footer pieces, or
  • Remove the Footer in the corresponding Layout (see above)

Based on this explanation, you can see that Footers are inherited.  Slide Footer cannot override their Layout Footers, however, Layout Footers can override its Slide Master Footer in certain cases.  It sounds about right.  Just make sure your Slide Master and all of its Layouts have Footers.  What's wrong with it?

Users.

Everyday PowerPoint users do not know the intricacies of the application's behavior or its inheritance rules like the one I described about the Footers.  They do not understand that if they want to hide the Footer on a slide, they need only go to Insert > Header & Footer  and uncheck the Footer pieces they do not want.  Alternatively, they do not understand that if they want to add Footers to slides that do not already have them, they can go to Insert > Header &Footer, and check the Footer pieces they want.  So, it's a training issue?  Not really.
Let's follow this entirely reasonable scenario:
  1. Open a new PowerPoint Presentation.
  2. By default the Normal.POTX
  3. Go to View > Slide Master just to make sure the Normal.potx has Footers in the Slide Master and all its Layouts then close the Master View
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This is going to be a one-page slide deck with a cover.
  1. Insert a Title Slide (this should already be added for you)
  2. Insert a Content Slide (keyboard shortcut: Select the Title Slide in the Slide Gallery and hit [Enter])
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I want all the entire Footer in my slides but I don't want them on the cover.
  1. Go to Insert > Header & Footer
  2. Select all Footer pieces
  3. Select the options for "Don't how on title slide" and click "Apply to All"
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Now, I've decided I don't want a Cover Slide but I'd like to have another Content Slide
  1. Select the Cover Slide
  2. Right-click > Layout  and select one of the Content Layouts
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Did you see what happened?  The page layout changed but notice that the Footer is still missing.  You can go to Insert > Header & Footer to add them but would you have known to do that if I didn't already tell you how?
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Now, let's say I want the Content Slide to be the cover.
  1. Select the second Content Slide
  2. Right-click > Layout and select the Title Slide Layout
What happened this time?  The page layout changed but notice that the Footer is still there!  Again, you can go to Header & Footer to remove the Footer pieces but would you have guessed that before today?
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Great.  How do we fix it and make it easier for our users to use templates?  There are really 3 options:
  1. Leave Footers out of the Slide Master and its Layouts and force users to manually add Footers to every slide
  2. Train your users
  3. Don't use the Footers and make Dates, Page Numbers, and other Footer text part of the Slide Master's and Layouts' backgrounds.

  • Option 1 is the worst option because it's the most cumbersome and will likely cause discrepancies in style from slide to slide.
  • Option 2 would work best because it leverages the inheritance PowerPoint provides for Footers and offers the most flexibility
  • Option 3 is somewhere in the middle but it's the one that seems to make sense to most users.

Here's how to implement Option 3.
  1. Start with a blank presentation
  2. Make sure there is at least one slide in the presentation, otherwise, you will not be able to remove the Footers from the Layouts
  3. Go to the Master View (View > Slide Master)
  4. Delete all the Footer fields from the Slide Master and all its Layouts
  5. Select the Slide Master
  6. Go to Insert > Text Box
  7. Create a box and enter text for your Footer
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  1. Go to Insert > Text Box
  2. Create a box but do not click outside of it
  3. Go to Insert > Slide Number
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The Footer text and Page number should now appear on all the Layouts.

To remove the Footer text and Page number from a Layout, like the Title Slide:
  1. Select the Layout you want to edit
  2. Go to Slide Master
  3. Select the "Hide Background Graphics" checkbox option. 
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Now users can switch between Layouts and the "Footer" will always match the one you defined in the Slide Master.

What?  Now your users want to remove the "Footer" you created from just one of the Content Slides?  Well, at least now you've got this post you can point them to.

-Ann T. Ho
Senior Analyst

Excel headers and footers

There's something to be said about putting some polish and professionalism into your deliverables.  One of the ways of doing that is to make sure they have headers and footers with some basic information:
  • Title
  • File name
  • File save location
  • Page numbers
  • Date
It's also wise, especially for Excel documents for the pages to be formatted so when your client prints them, they print nicely without your client having to set the page margins and page breaks themselves.
These kinds of things can be relatively easy to set in Word but in Excel, if you have different worksheets in a single workbook, you have to set these on each worksheet.  Here's a quick and easy way to set the Headers, Footers, and page settings once and apply them to all your worksheets.
With Excel open to your workbook, select all the worksheets you wan to apply the settings to by selecting the tabs at the bottom of Excel.  To select multiple, contiguous sheets, hold down the {shift} key while selecting the first and last sheets with your mouse.  To select multiple, non-contiguous sheets, hold down the {ctrl} key while using your mouse to select the sheets.
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(The selects tabs are shown in white.  The un-selected tab is in grey.)

Add your headers by going to "Insert" in the Ribbon, and selecting "Header & Footer."  Use the "Header & Footer Elements" to add things like the File Name, Sheet Name, and Page Numbers.
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Now, your headers and footers will apply to all your selected sheets.

You can apply page settings, like page orientation, margins, and page scale in the same way by going to "Page Layout" in the Ribbon.
For the Title, I don't usually use Headers but instead, use the first few rows of each sheet.  I like the way this looks better, especially because the Headers and Footers don't appear on the sheet when its opened so your client at least knows what's he's looking at when he opens the file.
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This applies to all the selected sheets, too, so be careful to leave these rows open so you don't overwrite any of your data.
Happy deliverable-creating,
-Ann

I'm not an Analyst but I play one on my project

I came across this article that discusses why having both a Project Manager (PM) and an Analyst is important on a project. It goes into great detail about differences and similarities between the two disciplines and it's a pretty good read.
It reminded me of the presentation I give at Ascentium Boot Camp (what we call New Hire Orientation) so I thought I'd share a somewhat lengthier and wordier version.

I am a Business Analyst (BA) and I think Analysis is the Center of the Universe. Analysts are generalists and because we are, there's often overlap between Analysis and nearly every other actor on a project.
Analysis_Universe

Business Analysts (BA) often follow a career path toward Project Management because of the overlap in skills and goals; managing customer expectations, being a big one. The line where PMs end and BAs start is blurred because it varies from one match-up to another. Despite the duality, there is one key difference between Project Management and Analysis_PMAnalysis: PMs are advocates of Budget, Timeline, and Scope whereas BAs are advocates of Business Requirements. When the two come together, we may disagree on the features of a product but the natural tension between us allows for healthy negotiations. We are only successful if we make our Clients successful. We can't deliver a great product late and over-budget and consider it a success! The same holds true if we are under-budget but have a product that doesn't do what it needs to do.

The overlap doesn't have to be redundant because each discipline serves to balance the other out. Managing to the overlap is what is important and that can only be accomplished with communication. When a project kicks-off, it's critical to project success to clearly define the responsibilities of the PM and the BA. This identifies the overlap and the gaps so each can fulfill their roles effectively and efficiently.
The same holds true for BAs and Information Architects (IA). I sometimes hear, "We don't need a IA on the project because we already have an BA." While many of our skills are the same, it is critical not to confuse similarities with being substitutes for each other. We have similar deliverables from workflow diagrams to annotated wireframes but while a BA may define a workflow, an IA may consume it and translate it into a user experience. An IA may create a wireframe but a BA may annotate and extend it.

We may both participate in user interviews but we are listening for different things. This article distinguishes the two disciplines by saying, "Business analysis provides the who, what, and why. Information architecture explains the how." BAs have the same kind of relationship with IAs and BAs have with PMs; BAs are still advocates of the Business Requirements but IAs are User advocates.
Analysis_IA

BAs push for things the Client needs through Business Requirements but our Clients aren't always End Users of a system. IAs concentrate on user-centered design and must speak on behalf of the End User to ensure his needs are met. The Client may not realize it, but User needs are Requirements, too, because without User Adoption, the solution we build will not be successful. And when the product is not successful (everybody now), the Client is not successful and, therefore, we are not successful.
Analysis_Dev
The relationship between Analysis and Development is less confusing than the the other relationships I have described. Analysts don't write code. It's pretty simple; except when we do actually write code. I've been known to crank out some HTML and CSS in a pinch but anything beyond a little ASP.old and VBA and I'm lost. Some of our Ascentium Analysts used to be Developers and they may no longer break open Visual Studio (except for TFS), but they use their historical experience to talk with Developers. Even the Analysts who were not Developers are often technically savvy and can hold our own in a technical discussion.

And holding our own is pretty important when it comes to working with 733+ Developers. There is a push and pull between Requirements and how (or IF) Technology will satisfy those requirements. In these Analysis_Clientnegotiations, Analysts are still advocating for the Business Requirements but Developers are advocating Technical Feasibility and Best Practices in Technical Architecture and it is only in this collaboration that we can find the happy medium.

Armed with knowledge of Technical constraints, trade-offs, and alternative options, analysts often translate between the Client and Developers.

Sometimes, Analysts serve as Customer Proxies and make decisions on behalf of the Client because both Clients and Analysts have the goal of solving business problems. The business problem to solve, however, can differ between us. Clients may understand the business problem one way or may understand a piece of the problem but not how it fits into the overall strategy of the roadmap or the business. They may envision a solution but not consider its impact. Sometimes, Clients are just too busy; they just know they have a problem and they need Analysts to figure it out.

In many ways, Analysts are just playing devil's advocates so we can bridge the gap between a long-term strategy and meeting immediate needs. Who is arguing which side will vary but we work together to distinguish the difference and prioritize features.

Requirements can get hairy. Technical Requirements may conflict with Business Requirements or User Requirements; and User Requirements may push the bounds of Budget Requirements. It's the sorting through the tangles that Analysts really shine. Anyone can do it. Analysts are just GREAT at it.
Analysis_SDLC

Analysis is about problem-solving. It is about understanding, communication, and facilitation. We analyze to understand the project, the business problem, the users, and the technology solution. We grease the wheels between the cogs in the project machine by collaborating and communications with our colleagues. Most importantly, we facilitate the conversations and negotiations between disciplines to manage expectations.

Managing expectations isn't just about what the end product will be. Project health is dependent on clear expectation among team members. Define roles and responsibilities between disciplines on a project. Bridge the gaps. And embrace the overlap.
-Ann
Senior Business Analyst