Payment Week - Andrew Barnes, Managing Director___First Data
Week 6 Managing Od Process & Approach Spring 2014
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Transcript of Week 6 Managing Od Process & Approach Spring 2014
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MANAGING OD PROCESS
& APPROACH
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DIAGNOSIS/DISCOVERY
Readiness for Change LO of OD are appropriate
Culture open to change
Key people
Layers of Analysis Symptoms of problems
Political Climate
Resistance to Sharing Information
Interview as Joint Learning Event; change has begun
Pursue issues early on, dont shy away
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FEEDBACK
Funneling Data into actionable items
Present personal and organizational dataon which recommendations may be
implemented Manage and control feedback meeting
Focus on present and how client is
managing and dealing with feedback Dont take reactions personally; its hard to
own up to problems
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INTERVENTION
Do not implement fads for fad sake Interventions address diagnosis
Depth of interventions is to needed level
Careful not to appease clients; some risk-taking may be
necessary Engage in top-down vs. bottom-up interventions
More participation than presentation
Allow for difficult situations to surface
Commitment to solution through choices Dialogue on responsibility, purpose, meaning, &
opportunities
Physical environment of intervention
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PITFALLS
Client commitment to change
Power to influence change
Appeasing clients
Becoming expert on content Getting socialized into organizational culture and
politics
Collusion/Manipulated use of practitioner Providing confidential reports
Removing parts of reports so as others wont know
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ROLE MODELING
Self-awareness Clear messages: words, feelings, & behaviors fit Practice what you preach
Consultant team role models for organizationsteams Communication
Roles
Goals Action Research on OD process
Dont model after the organization
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SUBSTANCE & FEELINGS
Value interpersonal relationship
Label feelings about the relationships
Verbalizing data about relationships in order to
reduce defensiveness
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TERMINATING RELATIONSHIP
Deliverables include steps for ensuring client
internalizes skills
End date in contract
Sense assistance no longer needed
Poorly facilitate mourning old process (not ready for
change)
Internal power struggles not discovered early enough Crises pulled away attention of key people
Discovery: putting out fires vs. prevention
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GUIDING PRINCIPLES OF OD
PRACTITIONERS Honesty
Openness
Voluntarism
Integrity Confidentiality
Development of people
Development of consultant expertise
High standards
Self-awareness
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NO ACTION WITHOUT RESEARCH, NO
RESEARCH WITHOUT ACTION
Diagnosis: Collaborative process betweenorganizational members and the ODconsultant to collect pertinent information,
analyze it, and draw conclusions for actionplanning and intervention.
Discovery: Consultant serves as a guidethrough a process of discovery, engagement,
& dialogue.
Purpose: to mobilize action on a problem
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DATA COLLECTION-FEEDBACK CYCLE
CCollect-
ing Data
Feeding
Back Data
Planning to
Collect
Data
Analyzing
Data
Following
Up
Core Activities
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NEED FOR DIAGNOSTIC MODELS
Why are models important?
Insight: trust your intuition on what to
spend data collection time
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OPEN SYSTEMS MODEL
InputsInformation
Energy
People
TransformationsSocial Component
Technological Component
OutputsGoods
Services
Ideas
Feedback
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PROPERTIES OF SYSTEMS
Inputs, Transformations, Outputs
Boundaries: limitations to the system
Feedback (i.e., info. used to control future
functioning) holds each of these partstogether
Equifinality: difft ways of achieving
equally acceptable goals Alignment: how well various elements of
the system support one another inachieving goals
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UNIT OF ANALYSIS
Organization
Group
Individual Can we cross levels of analysis when
conducting research? E.g., can we study
organizational effectiveness and presume
that the findings are applicable to the
individual level?
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DIAGNOSIS AT GROUP LEVEL
Group processes (e.g., communication)
Leadership
Team development and problem-solving
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DIAGNOSIS AT INDIVIDUAL LEVEL
Job design
Attitudes
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THINK ABOUT IT
How would you determine these areas for
improvement?
What methods would you use to
diagnose areas for
improvements/change?
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4 METHODS FOR ORGANIZATIONAL
DIAGNOSIS
Observations
Records
Interviews Questionnaires
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OBSERVATIONS
Advantages
Real not symbolic behavior (no self-report bias)
Reveal patterns of individual behavior and interpersonal
and group behaviors (e.g., in meetings)
Real-time behaviors, not distorted remembrance
Vary in degree of structure
Highly structured reduces interpretation bias
Disadvantages
Highly structured restricts potential information Expensive
Obtrusive
Time-consuming
Block p. 203: how are you treated?
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RECORDS
Documents, accounts, journals, legal ®ulatory policies, newspapers, etc
Advantages Hard data (e.g., absenteeism, production, turnover)
Can be unobtrusive
Generally free from bias
Inexpensive
Unobtrusive
Disadvantages Not always easy to retrieve Poor quality
Errors of coding or interpretation
Violate informed consent
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INTERVIEWS
Advantages
Structure & formality differ
Conduct with individuals or focus groups (SME)
Data are rich Establish rapport with participants
Frank and honest replies
Disadvantages
Subject to bias from self-reports of participantsand interpretations of interviews
Expensive (because of the amt. of timeconsumed)
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QUESTIONNAIRES
Advantages
Typically structured Perceptual and attitudinal dataaggregated at group and organizational
levels
Psychological testsindividual level High reliability (if standardized)
Opportunity to construct norms
Custom-tailored to gather specific information from a company
Compare companies on a specific survey
Distribution to large random sample
Inexpensive
Easy to administer and score
Disadvantages
People often recycle surveys that are not applicable to other organizations
No opportunity to build rapport or provide explanation
Self-report bias
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WEISBORD SIX-BOX MODEL
Purposes: What business are we in?
Structure: How do we divide up the work?
Rewards: Do all needed tasks have
incentives? Helpful Mechanisms: Have we adequate
coordinating technologies?
Relationships: How do we manage conflict
among people? With technologies? Leadership: Does someone keep the boxes in
balance? How are the various components(and presenting problems) managed?
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REMEMBER:
What must we look for when diagnosing
an organization, group(s), or individuals?
Positives and Negatives
Goals of each unit of analysis
PORRAS AND ROBERTSONS MODEL
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PORRAS AND ROBERTSONS MODEL
AREAS MOST
RECEPTIVE TO
CHANGE/IMPRO
VEMENT
KEY LEVERAGE PTS
(INDIVIDUALS OR
GROUPS) IN THE
ORG?
MOST PRESSING
PROBLEMS?
Organizational
Arrangements
Social Factors
Physical Settings
Technology
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ORGANIZATION-LEVEL DIAGNOSTIC MODEL
General
Environment
Industry
Structure
Inputs Design Components
Technology
Strategy
HR Systems Measurement
Systems
Structure Culture
Org
anization
Effe
ctiveness
Outputs
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ORGANIZATIONAL LEVEL Inputs
1. General environment: (in)direct forces; Social,
technological, ecological, economic, political factors?2. Industry structure: Customers, rivalry?
Design Components3. YDSs strategy (i.e., vision, mission, goal)4. Technology, structure, measurement systems, and HR
systems5. Schools culture
Outputs6. Financial performance: profits, profitability7. Productivity: cost/employee, error rates, quality
8. Efficiency9. Stakeholder satisfaction: employee satisfaction, compliance
Assessment9. How well is the fit between input and design
components?
10.How well do the Design components align?
GROUP LEVEL DIAGNOSTIC MODEL
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GROUP-LEVEL DIAGNOSTIC MODEL
OrganizationDesign
Inputs Design Components
Goal Clarity
Task
Structure
Group
CompositionGroup
Norms
Team
Functioning Team
Effe
ctiveness
Outputs
G O
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GROUP LEVEL Design Components
1. Goal Clarity: Objectives understood
2. Task structure: the way groups work designed3. Team functioning: quality of group dynamics amongmembers
4. Group composition: Characteristics of group members5. Group norms: unwritten rules that govern behavior
Outputs6. Service Quality7. Team Cohesiveness: commitment to group and
organization8. Member satisfaction/QWL
Assessment9. How well is the fit between inputs and designcomponents?
10. How well do the design components align?
INDIVIDUAL LEVEL DIAGNOSTIC MODEL
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INDIVIDUAL-LEVEL DIAGNOSTIC MODEL
Organization
Design
Group Design
Personal Traits
Inputs Design Components
Goal Variety
Task
Identity
Task
SignificanceFeedback
about Results
AutonomyIndividual
Effe
ctiveness
Outputs
INDIVIDUAL LEVEL
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INDIVIDUAL LEVEL Inputs
1. Design of the larger organization within which the individual jobs areembedded
2. Design of the group containing the individual jobs
3. Personal characteristics of jobholders
Job Dimensions4. Skill variety: range of activities and abilities required for task completion
5. Task identity: Ability to see a whole piece of work
6. Task significance: impact of work on others7. Autonomy: amount of freedom/discretion
8. Feedback about results: knowledge of task performance outcomes
Outputs9. Employees attitudes and feelings toward YDS
10. Performance; absenteeism; personal development (growth) Assessment
10. How well is the fit between input and job design components?
11. How well does the job design fit the personal characteristics of thejobholders?
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GOOD TO KNOW
95% of OD interventions are
questionnaires and interviews
80% use consultants judgment
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SAMPLING
How many people? Size
Complexity
Quality of sample
Limiting resources
How do you select? Random sample: each member, behavior, or
record has an equal chance of being selected
Stratified sample: population members, eventsor records are segregated into subpopulationsand a random sample from each subpopulationis taken
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TECHNIQUES FOR ANALYZING DATA
Qualitative tools
Content Analysis: identify major themes
Force-Field Analysis (FFA)
Assumes current condition is a result of
opposing forces (forces for change and forces
for maintaining status quo)
Quantitative Tools: #s and graphs
Survey Feedback Programs (SFP)
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7 STEPS OF FORCE FIELD ANALYSIS
Identify problemDescribe desired conditionIdentify forces operating in current
forcefield: driving and restraining forces
Examine the forces for strength, influence,under control
Add driving forces, remove restraining
forces; develop action plansImplement action plansWhat actions must be taken to stabilize the
equilibrium at the desired conditions?
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ENGAGING IN FFA
1) Who is the intervention agent?
2) How is it known that change is needed?
3) What change is needed?
4) What technology or activities are used?5) How will this technology succeed in
reaching the goals?
6) How will it be known if the goals arereached?
7) After success, then what? How long doesthe effect go on?
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ENGAGING IN SFP1) Who is the intervention agent?
2) How is it known that change is needed?3) What change is needed?
4) What technology or activities are used?
5) How will this technology succeed in reaching the
goals?a) Top managementb) Data must be collected from all
c) Data fedback from top-down
d) Data are discussed
e) Subordinates help interpret data
f) Plans are made for changes
g) Plans for introducing data to lower levels
h) Consultant serves as a resource
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ENGAGING IN SFP
Characteristics of Effective Data
a) Data must be seen as valid
1. Relevant
2. Understandable
3. Descriptive
4. Verifiable
b) Group must accept responsibility
1. Significant
2. Comparative
c) Group must be committed to problem solution
1. Timely
2. Limited
3. Unfinalized
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ENGAGING IN SFP
6) How will it be known if the goals are
reached?
7) After success, then what? How long does
the effect go on?
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FIVE STEPS TO SFP
1. Members of the organization are involved inpreliminary planning of the survey.
2. Survey instrument is administered to all membersof the organization/department
3. OD consultant analyzes data, tabulates results,suggests approaches to diagnosis, and trains clientto lead feedback process with lower levelemployees
4. Begin data feedback from top-down and discussinfo. only pertinent to each level
5. Work with data during feedback meetings: discuss
strengths and weaknesses; develop action plans
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LIMITATIONS OF SFP
1. Ambiguity of purpose2. Distrust (anonymity; confidentiality)
3. Unacceptable topics
4. Organizational disturbances: a survey alone canpeak respondents thoughts of changes or issuesthat need to be resolved, but management willnot resolve.
SFPs are most widely used; but works bestaugmented by other mechanisms.
People are inundated with surveys and it may