startup and systems theory

Start Up & Systems TheoryStart Up & Systems Theory

Setting Up Your ConsultancyIn the Organization

Start Up & Systems TheoryStart Up & Systems Theory

Reporters:

Anabel Sasi

John Michael Montelibano

Ian Jay Bantilan

Start Up & Systems TheoryStart Up & Systems Theory

Setting Up Your ConsultancyIn the Organization

Start Up & Systems TheoryStart Up & Systems Theory

Setting Up Your ConsultancyIn the Organization

We have learnedWe have learned

Organizational Development is the process of improving organizations by increasing organizational and employee effectiveness.

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We have learnedWe have learned

The Organization Development Process (ODP) Model has 8 Phases.

Each phase applies whether the OD is an internal or external consultant.

OD can be applied at different levels of depth, some of these phases will be very brief and superficial, while more in-depth OD efforts will require more time, resources, and effort.

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We have learnedWe have learned

1. Entry

2. Startup

3. Assessment and Feedback

4. Action Plan

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The Organization Development Process

5. Implementation

6. Evaluation

7. Adoption

8. Separation

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Entry Entry

Start Up

Assessment and Feedback

Action Plan

Start Up

Assessment and Feedback

Action Plan

Implementation

Implementation Evaluation Evaluation

Adoption Adoption

Separation Separation

Entry Entry

We have learnedWe have learned

THE ENTRY PHASE

Happens when the persons representing the Organization meet

they decide to work together, assess the readiness of the organization to change

they agree on the conditions under which they will work together.

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Entry Entry

Start Up

Assessment and Feedback

Action Plan

Start Up

Assessment and Feedback

Action Plan

Implementation

Implementation Evaluation Evaluation

Adoption Adoption

Separation Separation

Start Up

Assessment and Feedback

Action Plan

Start Up

Assessment and Feedback

Action Plan

The Start Up PhaseThe Start Up Phase

Strategic Planning andOrganizational Development

Steps in Strategic PlanningSteps in Strategic Planning

© Copyright 2003, Prentice Hall 13

The Startup PhaseThe Startup Phase

Reasons why Proper Start up is Important:

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Establishing partnership with the organization is crucial to the success of the project.

Most organizations resist external change.

Deeper relationships and understanding roles with all levels of the organization increase the project success

Helps the consultant identify the resources at his disposal

The Startup PhaseThe Startup PhaseWorking with the Organization.

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This phase occurs after an agreement has been reached to work together

Requires that the basic infrastructure on how the OD professional will work.

An example is through a client team with whom the consultant will work

The Startup PhaseThe Startup Phase

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3 Types of Organization Models3 Types of Organization Models

The Startup PhaseThe Startup Phase

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The Purchase of Expertise Model

The Doctor-Patient Model

The Process Model

3 Types of Organization Models3 Types of Organization Models

The Startup PhaseThe Startup PhaseWorking with the Organization.

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The Purchase of Expertise ModelThe consultee "purchases" a consultant who can provide expertise (knowledge of resolving the client's problems) to solve a previously determined problem. In this Model the consultee "purchases" the consultant's ability to both diagnose a problem and prescribe an appropriate set of solutions for it.

3 Types of Organization Models

The Startup PhaseThe Startup PhaseWorking with the Organization.

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The Process Model

This model views consultation as a "set of activities on the part of the consultant which help the consultee to perceive, understand and act upon process events which occur in the environment.

It focuses on how problems are solved rather than on the content of problems.

3 Types of Organization Consultation Models

The Startup PhaseThe Startup PhaseWorking with the Organization.

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The Doctor-Patient Model

The consultee knows something is wrong but don't know what it is.

The consultant is allowed to make a diagnosis and prescribe a solution.

3 Types of Organization Models

The Startup PhaseThe Startup Phase

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INSIDE THE STARTUP PHASE:

Establish the Infrastructure

Set Project Management in Place

Establish the Team

Determine the Assessment Process

Identify those to be Involved

Develop a Timeline for the Assessment

The Startup PhaseThe Startup Phase

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INSIDE THE STARTUP PHASE:

Establish the Infrastructure

Set Project Management in Place

Establish the Team

Determine the Assessment Process

Identify those to be Involved

Develop a Timeline for the Assessment

The Startup PhaseThe Startup Phase

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Establish the Infrastructure Establish the Infrastructure

The Startup PhaseThe Startup Phase

Establishing the Infrastructure:

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To do your job effectively, it is important to set your infrastructure within the client’s organization in place.

The Startup PhaseThe Startup Phase

Establishing the Infrastructure:

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Internal –

works inside or within the organizationif you are an internal OD professional, the infrastructure will be already established.

External –

works as an external consultant to the organization

2 Types of Consultation.

The OD Professional works as

The Startup PhaseThe Startup Phase

Establishing the Infrastructure:

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External –

works as an external consultant to the organizationif you are an outside consultant, you need to establish whether you will have an office equipped with a computer and other necessary supplies or whether you will use your laptop and have a mobile office.

2 Types of Consultation.

The OD Professional works as

The Startup PhaseThe Startup Phase

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Setting the Project Management in PlaceSetting the Project Management in Place

The Startup PhaseThe Startup Phase

Setting the Project Management In Place:

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Where will interviews be held?

Will you have a company phone number, or will you need to use your cell phone?

Where will you be meeting with people?Where will team meetings be held?

Will you need a security pass? What level of access would you have?

These are questions that need to be answered at the beginning of the process.

Logistics of the Infrastructure

The Startup PhaseThe Startup Phase

Establishing the Infrastructure:

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It will be your responsibility to put a project management system in place so you can track what is to be done, by whom, and when. This need not be a sophisticated system, depending on your expertise and the complexity of the project on which you are working.

A simple project management tool is suggested on action planning to ensure that the appropriate tasks have been accomplished.

Another aspect of Project Management is the Status Reporting Process.

The Startup PhaseThe Startup Phase

Establishing the Infrastructure:

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This includes the vehicle used for communicating with all parties involved. (hard copy, email, oral, formal vs informal)

The Audience for the communication (Internal OD Professional, steering team, executive committee)

And the Frequency of the communication (weekly, monthly, quarterly)

Making these decisions clearly at the Startup Stage will prevent misunderstandings later.

The Startup PhaseThe Startup Phase

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Establishing the Work TeamEstablishing the Work Team

The Startup PhaseThe Startup Phase

Establishing the Work Team:

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Usually, the most successful projects are those that establish a partnership between the client’s organization and the OD professional’s organization, whether internal or external.

The Startup PhaseThe Startup Phase

Establishing the Work Team:

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First, you need to identify your point person within the client organization, often another OD professional.

Steps in Establishing the Work Team.Steps in Establishing the Work Team.

The Startup PhaseThe Startup Phase

Establishing the Work Team:

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Second, you will likely be working with a team within the client organization.

This might be the executive committee consisting of senior managers. Or, you may find it more helpful to establish a project steering committee to work with a cross section of people with various demographics and representing a range of area from within the client’s organization.

Steps in Establishing the Work Team.Steps in Establishing the Work Team.

The Startup PhaseThe Startup Phase

Establishing the Work Team:

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Third, you need to access top management within the organization

It is crucial if your project is to have real impact. If you are not working with the executive as your team, you will want assurances that you can meet at the most any time with organization’s chief executive officer (CEO)or the senior manager in the area of the organization in which you will be working.

The Startup PhaseThe Startup Phase

Establishing the Work Team:

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Since, change almost always requires at least the support of the person or people at the top, such access often becomes critical for the project’s success.

The Startup PhaseThe Startup Phase

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Determining the Assessment ProcessDetermining the Assessment Process

The Startup PhaseThe Startup Phase

Determining the Assessment Process

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This is usually a decision that you will make in consultation with organization point person or, even better, with the steering team with which you are working from within the organization.

You can help the team understand the strengths and weaknesses of each, and the various costs associated with each.

The Startup PhaseThe Startup Phase

Determining the Assessment Process

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The team can then make an informed decision as to which approach to use. It is crucial if your project is to have real impact.

If you are not working with the executive as your team, you will want assurances that you can meet at the most any time with organization’s chief executive officer (CEO)or the senior manager in the area of the organization in which you will be working.

Start Up & Systems TheoryStart Up & Systems Theory

Start Up & Systems TheoryStart Up & Systems Theory

Setting Up Your ConsultancyIn the Organization

Start Up & Systems TheoryStart Up & Systems Theory

Reporters:

Anabel Sasi

John Michael Montelibano

Ian Jay Bantilan