Sofi Spheres of Influence

P 301 & 705

**Business Orientation** >NOTE TO SELF: Create seperate pages for sphere labels that fit Government Orientation, NGO Orientation, and Neighborhood Orientation.

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S-1 CUSTOMER: Influence starts by seeing what matters through another's eyes. Includes information about customers or clients and their concerns, buying decisions, services, users, having the right customers, members, beneficiaries, residents, citizens, business process partners--internal customers information.

**What Traffic Signal color indicates the overall state of activities in the Customer Sphere?**

S1 Q1 Customers can easily reach a staff member who can assist them. (1->2)

S1 Q2 Customers give us their feedback and suggestions. (1->3)

S1 Q3 Customers actively seek to use our products. (1->4)

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S-2 STAFFING: Perception defines business value in the eyes of every stakeholder. Information related to recruitment, hiring, firing, promotion, workload, motivation, administration, people capabilities, head count, human resources.

**What Traffic Signal color indicates the overall state of activities in the Staffing Sphere?** S2 Q1 Our staff are customer focused. (2->1)

S2 Q2 Staff roles and responsibilities are well understood. (2->3)

S2 Q3 Staff actions encourage people to use our products / services. (2->4)

S2 Q4 Staff are actively encouraged to develop new skills. (2->5)

S2 Q5 Staff have the right combination of skills and qualities to get the job done. (2->6) (Relationship to day to day operations seems vague to me.)

S2 Q6 Staff get appropriate compensation for their work. (2->7)

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S-3 STRUCTURE: (does not seem to fit here-Energy exchange among people is what grows the vitality of your business.) Includes definitions of roles, responsibilities, reporting relationships, policies, procedures, systems, contracts, agreements, licences, legal issues, service level agreements (SLAs), Information Technology (ID), infrastructure.

**What Traffic Signal color indicates the overall state of activities in the Structure Sphere?** S3 Q1 We actively gather feedback from our customers to improve our services. (3->1)

S3 Q2 Roles and responsibilities are clearly defined. (3->2)

S3 Q3 Our structure makes it easy for people to access what we offer. (3->4)

S3 Q4 We are well structured to support innovation and development. (3->5)

S3 Q5 Our procedures and structure create an efficient day to day system. (3->6)

S3 Q6 Our procedures and structure contribute to a healthy workplace Culture. (3->11)

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S-4 SALES: Consensus across groups transforms what you offer into something worthwhile. Refers to information about competition, leads, prospecting, territories, calling on customers, selling, offering, closing, negotiating, sales cycle, gaining support, engaging with constituents, access to products.

**What Traffic Signal color indicates the overall state of activities in the Sales Sphere?** S4 Q1 We're selling our products and services to the right customers. (4->1)

S4 Q2 Our sales activities are adequately staffed. (4->2)

S4 Q3 Our sales activities work well with our systems, procedures and structure. (4->3)

S4 Q4 Our sales activities contribute to relevant new products and services. (4->5)

S4 Q5 We are achieving our sales goals. (4->7)

S4 Q6 Our sales activities reflect positively on our organization's Culture. (4->11)

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S-5 DEVELOPMENT: Intelligence is the source of meaningful societal, business and technological innovation. Includes research and development (R&D), development of skills, competencies, capabilities in the workplace, new products/services, training, innovation, new ideas, learning, continuous improvement.

**What Traffic Signal color indicates the overall state of activities in the Development Sphere?**

S5 Q1 We are providing relevant staff development. (5->2)

S5 Q2 We have developed procedures and systems that add value. (5->3)

S5 Q3 We have developed effective ways to offer new products and services. (5->4)

S5 Q4 We have developed efficient day to day operation. (5->6)

S5 Q5 We have developed effective measures and controls. (5->7)

S5 Q6 We have developed a sound strategy. (5->8)

S5 Q7 We have developed effective marketing and communication processes. (5->9)

S5 Q8 We have developed a health culture in our organization. (5->11)

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S-6 OPERATIONS: Action is continuous. Relates to day-to-day items/actions necessary to sustain the organization including technology, logistics, operational processes, production, Information Technology (I/T) processes.

**What Traffic Signal color indicates the overall state of activities in the Operations Sphere?**

S6 Q1 Day to day work processes have sufficient staff. (6->2) (Seems to go in the wrong direction.)

S6 Q2 Day to day operations comply with organizational policies and procedure. (6->3)

S6 Q3 Day to day operations support new development initiatives. (6->5)

S6 Q4 Day to day operations use adequate measures and controls. (6->7)

S6 Q5 Our day to day operations enable key milestones to be met. (6->8)

S6 Q6 Day to day operations provide adequate support for decision making. (6->10)

S6 Q7 Day to day operations include activities to improve the quality. (6->11) (Surprised "quality" is equated with culture.)

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S-7 RESOURCES (FINANCE): Metrics of the living organization combine business and societal impacts. Includes data on revenue, cash flow, billing, financial objectives and other information related to control, measurement and accountability, capital/expense, resources, metrics, funding.

**What Traffic Signal color indicates the overall state of activities in the Resources Sphere?**

S7 Q1 We are investing adequately in staffing resources. (7->2)

S7 Q2 We are providing adequate resources for effective customer contact. (7->4)

S7 Q3 We are investing adequately in innovation and development. (7->5)

S7 Q4 We are investing enough resources in day-to-day operations. (7->6)

S7 Q5 We are investing adequate resources in our communication efforts. (7->9)

S7 Q6 We are investing adequate resources to support our management. (7->10)

S7 Q7 Our financial controls are resulting in positive results for the organization. (7->11) ("positive results" does not seem like it is equivalent to Culture.)

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S-8 STRATEGY: Time is relative to where the work takes place in the hierarchy of the organization. Refers to the time frames and assumptions used to guide decision making, specific strategies, plans that have been written down or implemented, as well as missions, goals, objective that have been discussed but not written, planning, timing.

**What Traffic Signal color indicates the overall state of activities in the Strategy Sphere?**

S8 Q1 We have a clear strategy for innovation and development. (8->5)

S8 Q2 We set achievable milestones. (8->6)

S8 Q3 We are communicating the strategy clearly. (8->9) (This seems in reverse direction to intended.)

S8 Q4 Our strategy fosters effective decision-making. (8->10)

S8 Q5 The strategy reinforces positive organizational values. (8->11)

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S-9 MARKETING: Communication using Sofi conveys what makes your business unique. Is used in a big picture way to include communication of messages both internally and externally, electronically or through other media, communications like interviewing, market research, publicity, brand identity, advertising and public relations, communications across the business units and functional units throughout the organization.

**What Traffic Signal color indicates the overall state of activities in the Marketing Sphere?**

S9 Q1 We regularly connect new information to foster innovation and development. (9->5)

S9 Q2 We clearly communicate performance criteria to the relevant parties. (9->7)

S9 Q3 We have an effective marketing strategy. (9->8)

S9 Q4 We communicate openly with high-level stakeholders. (9->10)

S9 Q5 We actively convey a positive identity in our community. (9->11)

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S-10 LEADERSHIP: Vision guides people to become leaders. Focuses on direction setting and situations in which individuals exercise discretion and make decisions at multiple levels in the workplace, direction, vision, management, leader titles.

**What Traffic Signal color indicates the overall state of activities in the Leadership Sphere?**

S10 Q1 Management pays sufficient attention to day to day operational status. (10->6)

S10 Q2 Management is adequately monitoring financial performance. (10->7)

S10 Q3 Management is providing clear strategic direction. (10->8)

S10 Q4 Management regularly communicates with the rest of the organization. (10->9) (I would have thought that Sphere #9 was about communicating with the outside world rather than the company itself.)

S10 Q5 Management acts as positive role models for the organization's values. (10->11)

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S-11 CULTURE: Change is how individuals, businesses, societies transform one another. Includes information about events that create or reinforce traditions, cultural changes, values, beliefs, influences from outside the organization like trade treaties, joint venture development agreements, outside suppliers, government regulators, standards, quality, industry or sector norms.

**What Traffic Signal color indicates the overall state of activities in the Culture Sphere?**

S11 Q1 Our culture supports our procedures and organizational structure. (11->3)

S11 Q2 Our culture fosters a high quality customer contact process. (11->4)

S11 Q3 Our culture supports continuous development. (11->5)

S11 Q4 Supplier arrangements work well on a day-to-day basis. (11->6) (I am surprised that "Supplier arrangements" is equated with Culture Sphere.)

S11 Q5 The way we conduct ourselves insures adequate financial resources. (11->7)

S11 Q6 Our culture actively supports the organization's strategy. (11->8)

S11 Q7 The Organization presents a clear message about what it stands for. (11->9)

S11 Q8 Our culture actively supports our leaders. (11->10)

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