Step 1: Go to your company portal and find the organization chart for the CIO, VP of IT, Director of MIS or whatever. Identify all of that persons direct reports
Step 2: Identify the person(s) that puts together each direct reports daily/weekly/monthly/quarterly status or metrics report. Establish a vision and “What’s In It For Me” (WIIFM) for joint success (make them feel like an owner) with each of these people around what you can do together with a custom dashboard and scorecard solution for their boss based on TBSM. Your goal is to obtain access to their reporting content, metrics, KPI, etc. Be sure to come away from your meetings with a good understanding of what is reported on, why and what’s good, marginal, bad, trends, etc.
Step 3: Build a simple top-line service model (maybe with an additional layer) resembling the organization chart and general categories of the content reported on in each direct reports organization.
Step 4: Build the necessary scorecards and custom canvas based dashboards and layouts for each direct report.
Step 5: Create a single consolidated custom canvas dashboard and layout for the person you identified in step one. Using your knowledge of what is being reported on and why, come up with the appropriate propagation rules and scenarios to flow information and state upwards. There may be a handful of very important things to pull up directly from a lower layer to the top layer. Highlight any of these on the top level dashboard so they stand out. Remember, have lots of white space and less is more!
Step 6: Go back and review each direct reports area with the person(s) you worked with in step two. Make sure EVERYTHING is accurate and that the person(s) you worked with will back you up.
Step 7: Set up meetings with each direct report and each of the reporting person(s) you worked with to show off your collaborative work. Work through one or all of the direct reports to establish the same meeting with their boss to review the work, assess value and see where this work takes you. Be sure to have your own proposals for expansion in each meeting (see BSM Strategy and Roadmapping). Also be sure to identify and potential roadblocks you may run into so this person can mitigate them. Always position this as win-win and WIIFM for each person.
Step 8: Okay, an extra one. Enjoy your new found success!