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How to Move From Make it Up to Make it Real


Emily Morgan - Delegate SolutionsTGIF, Happy Friday and happy Independence Day!

As Visionaries, our greatest contribution is our ability to see our companies as globally as possible. We are uniquely able to understand and prioritize the most pressing needs, and then design creative solutions to to move forward.

I don't know how this process typically works for you, but for me it's typically super-organic and instinctual. Once we identify the problem, I give myself the space to creatively think about how we might solve it. Or sometimes, I'm not even thinking about it at all, and the answer suddenly just comes to me. What a feeling, right? :)

The challenge then lies in how to take this idea and model it, build it, test it and roll it out. This is where our team can become a true complement to our abilities. I follow a simple process to make my ideas real:

1. Once I have visualized the solve, I use a tool like the Strategy Circle or Impact Filter to think through holes or just align with myself on the reality and feasibility of the idea.  Sometimes, I will use large scale art paper and Sharpie colored markers to physically draw it out so that I can visualize it clearly.

2. After the concept is finalized, I start to think about what and who is impacted by the idea, and who has the skillset to contribute to the project. I think about which systems are already in place that would need to be adjusted if we make this level of change.

3. From there, we build out the idea and start to pick it apart.  I'll work with our IT resource to design a working version of the idea, and as it's being built start to identify and brainstorm potential issues with the original model. 

4. We then bring in a handful of team members to beta test the idea/tool/concept and give them clear direction around beta timeline, and what feedback we need from them to turn the project live.  In our case, since we track our time, we will have them track while they use it so that we can establish working "flat rates."  We then "Experience Transform" what worked, what didn't and what can we do to improve.

5. When everyone is feeling good about the beta version success and we feel we have worked out all the identified kinks, we push to live with a full rollout.  This includes updating our training, our templates, our systems in some cases and ultimately changing the hearts and minds of our team into this new solution. 

Be very careful to temper yourself when it comes to making endless changes with your team.  Even though they work for an entrepreneurial company, their pain tolerance for impulsive changes can be low if it's chronic.  Be sure to clearly articulate why you are changing things, what issues are now being resolved that will make their work easier.  You can even start this conversation while you're still in beta so that they can grow more accustomed to the upcoming changes and it will feel more thoughtful (and less impulsive!).


Once the idea is made real in the company, we may still make small changes to it along the way as we go if we are presented with challenges that did not come up in the beta rounds.  Our unique ability to see solutions to global problems within our companies is what makes our contribution so special.  By including our team to help us execute on them is what brings a collaborative buy-in and multi-level excitement across the organization.


Have an awesome month!







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