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CHANGE IS THE ONLY CONSTANT: October 29, Preparing for and Managing 2013 Organizational Change The Pew Fund Capacity Building Program: OMG Center for Collaborative Learning CAPACITY FOR CHANGE Capacity: the ability or power to do,


  1. CHANGE IS THE ONLY CONSTANT: October 29, Preparing for and Managing 2013 Organizational Change The Pew Fund Capacity Building Program: OMG Center for Collaborative Learning

  2. CAPACITY FOR CHANGE ¡ Capacity: the ability or power to do, experience, or understand something. ¡ Change: to make or become different. Workshop Presented By: Meghan McVety, Capacity for Change, LLC www.capacityforchange.com

  3. Change creates and offers windows for improvement (or decline). How an organization acts determines the path.

  4. Managing change successfully is possible , and more often than not, it is in your control.

  5. Exploring today: v How capacity building can effect change v Change interventions v Being prepared for planned versus unplanned change v Supporting people in times of change

  6. UNDERSTANDING CHANGE

  7. THREE STEPS 1. Unfreeze 2. Change 3. Refreeze

  8. Planned ¡or ¡Unplanned ¡ ¡ Slide from Charlie Rudd, based on Satir change model: www.solutionsiq.com

  9. Slide from Charlie Rudd, based on Satir change model: www.solutionsiq.com

  10. UNDERSTANDING ORGANIZATIONS

  11. ORGANIZATION AS A SYSTEM

  12. ORGANIZATION AS A SYSTEM ¡ All parts of the system must be integrated ¡ Take into consideration how decisions affect all parts of the system ¡ A high-functioning system continually exchanges feedback among its various parts to ensure they remain closely aligned and focused on achieving the goal of the system .

  13. Leadership Communications Programs Organizational Goals Administrative Finance and Support Management

  14. Leadership Communications Programs Organizational Goals Finance and Management Administrative Support

  15. Leadership Programs Organizational Goals Communications Finance and Management Administrative Support

  16. WHY ORGANIZATIONS ARE NOT ALIGNED… Philosophical Operational Considerations Considerations ¡ Lack of systems ¡ Are we operating approach – knowing with the same and responding to definitions ? what each part of the ¡ Are different views of system needs and how our work integrated? it works together ¡ Are different ¡ Understanding sub- disciplines and systems models aligned? ¡ Communicating across systems

  17. WHY ORGANIZATIONS ARE NOT ALIGNED… Philosophical Operational Diagnosis ¡if ¡not ¡aligned: ¡ ¡ Considerations Considerations Are we operating with Lack of systems • What ¡happened ¡that ¡caused ¡the ¡ the same definitions ? approach and mis-­‑alignment? ¡(Or ¡made ¡you ¡ integration – knowing How are our different what each part of the aware ¡of ¡it?) ¡ views of our work system needs and how it integrated? works together • What ¡intervention ¡is ¡needed ¡to ¡ How are different Understanding sub- disciplines and models achieve ¡alignment? ¡ systems aligned? Communicating across systems

  18. Alignment is the ideal state to achieve optimal individual, team, and organizational Leadership performance. Programs Communications Organizational Goals Finance and Administrative Aligned Management Support organizations handle change well.

  19. CHANGE INTERVENTIONS: ACHIEVING ALIGNMENT

  20. CHANGE INTERVENTIONS 1. Management development 2. Organizational learning 3. Work systems 4. Organizational structure 5. Organizational culture 6. Strategic planning

  21. SOME MOMENTS TO INTERVENE ¡ Leadership turnover Interventions ¡ Funding (changes in revenue, funder 1. Management priorities) development ¡ Technology 2. Organizational learning ¡ Low morale/conflict 3. Work systems 4. Organizational ¡ Community needs and opportunities structure ¡ Crisis 5. Organizational culture ¡ Performance gaps 6. Strategic planning ¡ Lack of focus ¡ Mergers

  22. MANAGEMENT DEVELOPMENT ¡ Management: § Functions and styles § Development of managers through training and coaching ¡ Goal setting and performance appraisals ¡ Team-building ¡ Conflict management

  23. ORGANIZATIONAL LEARNING ¡ Promoting, rewarding, and capturing organizational learning: § Creating continuous learning opportunities § Promoting inquiry and dialogue § Encouraging collaboration and team learning § Establishing systems to capture and share learning § Empowering people to have a collective vision

  24. WORK SYSTEMS ¡ Technical processes: § Reporting § Technology § Finance and administration § Policies and procedures

  25. ORGANIZATIONAL STRUCTURE ¡ How responsibility and authority are assigned: § Must fit the organization’s environment, strategy, size, and focus § Must support and encourage the desired organizational culture § Includes individual job design § Clear work flow processes

  26. ORGANIZATIONAL CULTURE Strategy Human Technical Structure Processes Processes Culture

  27. WHAT IS ORGANIZATIONAL CULTURE? “I don’t know how it started, either, but I would never come to work without my hat.”

  28. Organizational Culture Stories Rituals & Symbols Routines SHARED NORMS Culture AND PRACTICES Organiza Power -tional Structures Structures Control Systems

  29. STRATEGIC PLANNING A systematic process of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them. Discovery | Design | Implementation

  30. What happens when strategy and culture meet?

  31. Funding Turnover Movements and Moments

  32. DISCUSSION QUESTIONS 1. What stands out as a priority for your organization? 2. What made you aware of the change that’s needed? 3. What are your plans (and do your colleagues have tips for you)?

  33. MANAGING CHANGE

  34. Force Field Analysis Driving Forces Status Quo Resisting Forces

  35. DIFFERING RESPONSES TO CHANGE ¡ Depends on a person’s perception of how change will affect them ¡ Driving Forces versus Resisting Forces § Empower Driving Forces § Manage Resisting Forces

  36. Crossing the Chasm, Geoffrey Moore

  37. A RULE TO THRIVE BY People first.

  38. FOR CHANGE TO WORK – POSITIVELY Phase 3: Phase 1: Implement the Identify the Change Phase 2: Change Engage People in the Change

  39. FOR CHANGE TO WORK – POSITIVELY Phase 3: Phase 1: Implement the Identify the Change Phase 2: Change Engage People in the Change

  40. PHASES OF CHANGE IDENTIFY ENGAGE IMPLEMENT • Name the change • Re-align people to • Using the input • Get people’s the change – drawn from your attention create a team, execute on • Explain the compelling vision the change change process – of the future state what to expect • Ask for input – how • Acknowledge to do it potential frustrations • Address organizational culture dynamics

  41. SIX CHANGE MANAGEMENT TIPS FOR LEADERS

  42. 6: Don’t fear failure — encourage it.

  43. 5: Engage people in designing solutions.

  44. 4: Document the intended change and the process for getting there.

  45. 3. Script the change.

  46. 2: Set the tone with a guiding vision that is desirable, feasible, and sustainable.

  47. #1: com · mu · ni · cate k əˈ myo ͞ on əˌ k ā t/ Verb share or exchange information, news, or ideas. synonyms: be in touch, be in contact, have dealings, interface, interact, commune, meet, liaise

  48. INSTITUTIONALIZING CHANGE

  49. JOHN KOTTER’S 8-STEP PROCESS 1. Establish a sense of urgency 2. Create a guiding coalition 3. Develop a vision and strategy for the specific change 4. Communicate the vision and plan 5. Empower employees for broad-based action 6. Generate short-term wins 7. Consolidate gains and produce more change 8. Anchor the change in the culture

  50. CHANGE IS THE ONLY CONSTANT: October 29, Preparing for and Managing 2013 Organizational Change The Pew Fund Capacity Building Program: OMG Center for Collaborative Learning

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