balanced diversity a portfolio approach to organisational change (2012)

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© Macanta Consulting 2012 Balanced Diversity Karen Ferris Director, Macanta Consulting Balanced Diversity A Portfolio Approach to Organisational Change

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This presentation will explore what we mean by cultural change; the challenges that we face when trying to embed a change into our organisations.It proposes the adoption of a new and innovative framework which provides a portfolio approach to embedding change.This provides a balanced approach using a wide range of practices. It is the adoption of a diverse set of practices within a balanced portfolio that is required to achieve sufficient penetration and traction that will ensure successful organisational change.The framework can be used for strategic, tactical and operational changes of all sizes and complexity. It can be used for any type of change but we will look at its application for IT Service Management and some practical steps you can take back in the workplace to apply the framework and achieve successful change.

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Page 1: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Karen Ferris Director, Macanta Consulting

Balanced Diversity

A Portfolio Approach to Organisational Change

Page 2: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Outline

•  Culture change •  The challenge •  The solution

– a portfolio approach – a balanced and diverse set of practices

•  Application and next steps •  Questions

Page 3: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Culture Change

Page 4: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Culture Change

Culture = Behaviour

The behaviours that represent the general operating norms in your environment

“The way we do things around here”

Page 5: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

The Challenge

It is not just about making a cultural change

It’s about creating a culture FOR change

Page 6: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Page 7: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Some people will embrace change - others will resist it

Every one will respond differently to every change It depends on the nature of the change and how it will impact them

Page 8: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

THE

CH

AN

GE

CU

RVE

There’s  no  need  for  

change  –  the  way  we  do  things  is  just  

fine  

Why  me?  It’s  not  fair.  Why  not  you?  

I’ll  do  a  different  job.  Can’t  it  wait  a  

while?  

What’s  the  point?  Why  bother?  

OK,  maybe  I’ll  listen.  What’s  in  it  for  me?  

It’s  going  to  be  ok  

Page 9: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Some people will embrace change - others will resist it

Every one will respond differently to every change It depends on the nature of the change and how it will impact them

Every one will adapt to change at varying speeds and everyone will adopt and embrace change at a different pace

Page 10: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

The Framework

•  13,756 academic and practitioner articles and reports

•  Narrowed down to 197 for inclusion in the systematic review

•  59 distinct practices grouped in categories

•  Adopted for use in service management in consultation with NBS and S. Bertels

http://nbs.net/knowledge/culture/systematic-review/

Page 11: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Intent

FULFILMENT

INNOVATION

What you are trying to accomplish

Should do

Could do

Compliance Operational excellence Targeted reinforcement

Experimenting Listening Trying new things

Page 12: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Approach How you are doing it

INFORMAL FORMALDiscussion

Experiences Modelling desired behaviours

Codes of conduct Procedures Systems and training materials Implementing programmes

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© Macanta Consulting 2012 Balanced Diversity

INFORMAL FORMAL

FULFILMENT

INNOVATION

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© Macanta Consulting 2012 Balanced Diversity

Build and reinforce the importance of the change for the organisation and to support and encourage those who are making efforts to embed the change

Integrate the change into the core of the organisation’s strategies and processes Equip and encourage employees via training and incentives Measure, track and report on the organisation’s progress

Support a culture of change innovation by developing the new ideas needed to bring the organisation closer to its long-term goals Inspire and reassure employees so that they can experiment, try new things, and build on each other’s ideas

Create structures or supports that will form a foundation for future changes in the organisation

Page 15: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Page 16: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Portfolio Approach

Page 17: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Current Change Initiatives – Gap Analysis

Heavily Used Partially Used

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© Macanta Consulting 2012 Balanced Diversity

Future Change Initiatives – Planning

Page 19: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Applying the Framework

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© Macanta Consulting 2012 Balanced Diversity

Fostering Commitment

Contribute to the community and encourage and enable employees to do the same

Ensure that the change tasks are completed through monitoring, reviewing and enquiring on the status of key tasks

Build and reinforce the importance of the change for the organisation and to motivate, support and encourage those who are making efforts to embed the change

Practices that serve to identify the change as a priority for the organisation Organisation’s actions send strong messages

Emphasize the importance of the change Reinforce the message Embed in hearts and minds Regular checkpoints and reviews Keep on the agenda Maintain momentum

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© Macanta Consulting 2012 Balanced Diversity

Clarifying Expectations Expand existing roles or develop new roles within the organisation to capture essential responsibilities relating to the change

Organisational members examine their own systems, processes, projects or products for reliability, accuracy, adherence to standards and compliance

Integrate the change into the core of the organisation’s strategies and processes Equip and encourage employees via training and incentives Measure, track and report on progress

Allocate responsibility for the change to new or existing roles including roles at most senior levels Demonstrating commitment to the change

Formal evaluations that examine systems, processes, projects or products for reliability, accuracy, adherence to standards and compliance

Page 22: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Building Momentum for Change

Initiate; create events that help set things in motion; disrupt the status quo

Envision a different future and identify the actions required in order to reach it

Support a culture of change innovation by developing the new ideas that will bring the organisation closer to its long-term goals Inspire and reassure employees so that they can experiment, try new things, and build on each other’s ideas

Techniques used to encourage or convince individuals of the importance of the change and the need to take transformative action

Stepping back from everyday operational issues and thinking holistically and prospectively Imagining an ideal future and allowing vision to drive current actions

Page 23: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Instilling Capacity for Change

Make use of systems or processes to perceive and recognise external information

Create new products or services that realise the organisations commitment to change

Create structures and supports that will form a foundation for future changes in the organisation

Creating processes and mechanisms to gather knowledge or skills

Create or implement new mechanisms to support future initiatives

Page 24: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Summary

•  Use the framework for all types of changes •  Embed it into the PDCA cycle •  Ensure a balanced portfolio approach •  Choose a diversity of practices •  Revisit on a regular basis

It is not just about making a cultural change

It’s about creating a culture FOR change

Page 25: Balanced Diversity A Portfolio Approach to Organisational Change (2012)

© Macanta Consulting 2012 Balanced Diversity

Email: [email protected] Website: www.macanta.com.au Twitter: @karen_ferris Facebook: http://www.facebook.com/MacantaConsulting Mobile: +61 (0)425 728 498