Managing Restructures – a case study

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Managing Restructures a case study Gail Teasdale

Transcript of Managing Restructures – a case study

Page 1: Managing Restructures – a case study

Managing Restructures

– a case study

Gail Teasdale

Page 2: Managing Restructures – a case study

Introduce myself

Executive director at Accent

– national HA

Responsible for Finance and

Corporate Services

Accountant!!

More importantly not HR

professional

THEME RUNNING THROUGH

MY PRESENTATION

Page 3: Managing Restructures – a case study

1. Prelim or where did we start from

2. Restructure

• Stage 1 - Decision

• Stage 2 - Set-up & big decisions

• Stage 3 - Implementation

• Stage 4 - Bedding in/Assessment

3. Where did we end up

4. Implications for yourselves

Case study of a restructure

– or stage race

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Accent had:

Federated governance

structure

• Holding company with 4 RPs

plus other companies

Each RP had its own board

• Requiring all that support

Each RP had its own staff

structure

• MD, Senior Team, HR,

Finance etc.

1. Starting point

Group

Accent Foundation

Accent Nene

Accent Peerless

Accent Corporate

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Value for money

– could do better!

Cost too high

Services of average quality

1. Starting point

SO…

Need to do something

Evidence created the

‘burning bridge’

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2. Restructure and launch of ‘One Accent’ idea

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Evidence

Factual stuff

Anecdotal stuff

Come up with purpose

Purpose

Be ‘One Accent’

Develop new service

Change culture

Save money

Etape 1:

Evidence

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Group board

Subsidiary boards

Chief Executive

Executive team (5 to 3!)

Regulator

Funders

Staff – site and non site

Customers! – Engaged and

unengaged

Etape 1:

Engage stakeholders and get buy in

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Developed by the group board, RP boards, CE, Executive team

Consulted on with Staff, Customers groups

Took the decision to a national conference of all board members and

customer committee members

Adopted a name ‘ Fit for the Future’

Formal decision to adopt business case at each RP and group

board

Took 7 months but worth it!

Etape 1:

Business case

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Etape 2: Set up & big decisions

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Appointed a project manager

Decided to adopt ‘Prince light’ approach

• Roles of group board and CE

Set up overarching project plan

Etape 2:

Set up & big decisions

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Set up 4 project groups;

• Governance;

• Finance;

• Shaping the service; and

• Implementation for people,

places and systems (last but

not least)

Etape 2:

Set up & big decisions

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Produced a detailed project plan with

four work streams and appointed a

project sponsor for each

Engaged with more staff – senior

and more junior managers

February – Full presentation to staff

• Site staff not included

• Big decisions outlined

• Approach / Q&As

Phase2:

Set up

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Big decisions

• North and South vs Functional structure

• Contact centre (s) –Yes/No, How many?

• Local offices – Do we need? How many?

• Personal, modern and better

Decision in June by Project board

Etape 2:

Set up & big decisions

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Etape 3: Implementation

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Staff

1. Understand the HR rules

• Did we have collective

bargaining?

• Appointed a legal firm to

support

2. Timeline established

3. Presentation to all staff to

explain the timeline

4. Adopt a tiered approach

5. Establish consultation

approach for consistency

Etape 3:

Implementation

6. Briefing managers to brief staff

• Empower to support staff

7. FAQs site

8. HR team to manage – open

conversation with the team

9. Recruitment approach

• Full presentation and interview for

exec and senior management team

• Approach full selection process

Took July – November

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ICT Systems & phone systems

Workflows

New service requirements

Full ‘go-live’ November

Funders

What do you need to tell and when?

Personal visits/presentations

Regulator

Keep up to date

Etape 3:

Implementation

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Customers

New service

Familiar faces disappearing

Need to keep onside

Staff regular briefings

Blog

Team meetings

FFTF briefings

Newsletters

Etape 3:

Implementation

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Etape 4: Assessment

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Numbers of staff

Role changes

Staff satisfaction survey

Report to the board

• Refer back to the business

case

• Lessons learned

Etape 4:

Assessment

ICT issues log

Offices closing or closed

Customers satisfaction

KPI reporting

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One staff structure not four

One set of HR polices not four

One set of terms and

conditions

Saving £1.75m

No ETs, only 4 grievances

Where did we end up?

Outcomes

Staff numbers only decrease

by 38 but mix changed

substantially

• Less managers

• More frontline staff

• Fewer back office staff

CULTURE CHANGE

– ONE ACCENT

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Be very clear who your stakeholders are and

what their angle is

Be very clear what you are setting out to do

A good project manager/plan is vital

Don’t forget the training of staff into new roles

Power of evidence

Importance of business case

Regular group/exec meetings just

for this project

Appreciate the scale of change

Implications for you or

What can you take home?

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Good

Project plan / manager

Specific Group board

and executive meetings

Business case

Lessons learned

Could do better

Training for ‘go-live’

Appreciating scale of change

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Communication

Communication

Communication…

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