proposal for culture audit and development macarthur ... - proposal.pdf · proposal for culture...

35
Proposal for Culture Audit and Development Macarthur Community Mental Health May 2018 ©

Upload: others

Post on 29-Jul-2020

26 views

Category:

Documents


4 download

TRANSCRIPT

Page 1: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Proposal for Culture Audit and

Development

Macarthur Community Mental Health

May 2018

©

Page 2: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Our understanding of your

context and needs

Page 3: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Background

| 3

The Macarthur Community Mental Health Unit is seeking support from an independent consulting team to conduct an

audit of the current culture within and across the three facilities in Campbelltown and to recommend the actions required

to agree and embed a productive and collaborative future focused culture.

Over the last 12 months cultural challenges have arisen which have destabilised the staff at all three units in

Campbelltown. Whilst to date, there is no evidence that this is impacting client care, there is a desire to “draw a line”

under the past and to focus all staff on working together to build a more sustainable and positive workplace.

Any intervention would need to be deployable across three physical locations in Campbelltown and the 100+ staff. It is

recognised that despite the physical proximity of the three units there are different cultural attributes in each.

As there have been a number of formal and informal reviews into a situation that is seen as the trigger for the cultural

concern, it is agreed that this intervention should be future focused rather than investigative and focused on the past.

Further, as the Macarthur Community Mental Health Unit prides itself on its strengths based orientation, they are looking

to the application of a strengths based approach.

The current thinking is that a phased approach to this engagement will be the most effective with

• A diagnostic phase (incorporating an engagement survey)

• A consultative phase (focused on designing the desired future culture)

• A gap analysis and action planning phase.

The outcome of this engagement would be the delivery of a suite of recommendations and an action plan for their

recommendation – ideally agreed with all key stakeholders.

The engagement is expected to commence in mid May 2018.

Page 4: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Our Proposed Program

Page 5: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Bendelta’s Proposed Approach

| 5

Kick off and Planning

• Confirmation of the parameters and deliverables for the assignment

• Development of a project plan

• Agreement of the preferred diagnostic

• Identification of key stakeholders

• An agreed approach to project management

Phase 1: Diagnosis

In this phase the focus is on assessing the current culture of each unit. This would be done by:

• Surveys and other agreed quantitative / qualitative assessments.

• Production of a report highlighting the results of the assessment undertaken and establishing the baseline culture

overall and for each of the 3 Units

Phase 2: Consultation

In this phase the focus is on designing the desired future culture for the Macarthur Community Mental Health Unit. This

would be done by

• One on one consultations with key stakeholders

• Focus groups with staff

• Identification of key themes, culture markers, the systems, symbols and behaviours required to both shift and

consolidate the desired culture.

Page 6: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Bendelta’s Proposed Approach

| 6

Phase 3: Gap Analysis and Action Planning

In this phase the focus is on developing the strategies required to close the gap between current and desired culture.

This would be done by:

• Design of a plan for implementation to improve the culture overall and in each unit, including:

• Identification of specific interventions, including a recommendation for future evaluation of the cultural change

• A transition plan and associated timeframes

• The estimated cost of the program

Project Timeline

The expected timeline for completion of the Phases, based on a mid May commencement is as follows:

• Phase 1 – Completion by mid June 2018

• Phase 2 – Completion by mid July 2018

• Phase 3 – Completion by mid August 2018

Project Management

Bendelta will work closely with the Macarthur Community Mental Health Unit in the final design and delivery of the

project. This will include providing the following regular progress updates:

• Weekly e-mails summarising the progress on the project during the week; and

• Fortnightly meetings conducted via phone or face-to-face.

Page 7: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Culture

| 7

Culture is what is created from the messages that are received about how people are expected to behave. They

demonstrate what is valued, and what is important. Organisational culture is, for the most part, determined from the

top. Culture, therefore, tends to be the culmination of leaders’ values, beliefs, feelings, self-awareness and

aspirations that is translated into behaviours, the systems and processes that support the business and the symbols

and stories that are upheld in teams.

One definition of culture:

Schein defines culture as follows:

“…the pattern of basic assumptions

that a given group has invented,

discovered or developed in learning

to cope with its problems of external

adaptation and internal integration,

and that have worked well enough to

be considered valid and therefore to

be taught to new members as the

correct way to perceive, think and feel

in relation to those problems.”

Page 8: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 8

Why an engagement survey?The survey provides:

• An evidence-base to understand ‘the landscape’ and to test assumptions, supplementing other information

(anecdotal evidence, interviews etc.) to determine how and where to act

• A means of gathering information quickly, directly, in consistent format allowing consistent interpretation

• Ensures a breadth of information is gathered, allowing us understand prevalence and patterns

• A forum for people to express their views anonymously – captures the “silent majority”

• Sends the message that everyone’s views are important

• Provides a benchmark against which the effectiveness of strategies and initiatives can be assessed.

Engagement is the positive commitment

and involvement in the role and the team /

organisation.

Engaged employees are more likely to :

• Speak positively about the

organisation and advocate internally

and externally

• Stay in the organisation and invest

energy in making it a better place to

work

• Put extra effort into their role and their

development, and help and develop

others

Engagement can be driven by a variety of

factors that the organisation can influence

Role (clarity, use of skills, fit with career

objectives, etc.)

Manager (feedback, support, etc.)

Team (morale, collegiality, equity etc.)

Leadership (visibility, clarity of purpose,

modelling of values etc.)

Organisation Ethos (transparency,

encouragement of improvement and

innovation etc.)

Organisation Effectiveness (planning

processes, change management,

communication channels etc.)

A ‘healthy’,

high-performing

workforce

makes for a

‘healthy’, high-

performing

organisation

Why a focus on engagement?

Page 9: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 9

A good survey process ensures that before launch….

• Respondents understand the scope and purpose

• The questions are clear and unambiguous

• Respondents feel that their contribution will be worthwhile

• Respondents are comfortable that their responses are anonymous and that confidentiality will be maintained

A good survey process ensures that during the survey……

• We receive a high response rate, ensuring that the results are representative of the overall population

A good survey process ensures that after the survey……

• Respondents’ contributions are acknowledged

• The process of analysis, interpretation and dissemination of results occurs in a timely, transparent manner

• The results are reviewed alongside other relevant information, and an assessment of what to address and

how is made

• Any initiatives developed are implemented and communicated.

What are the hallmarks of a good survey?

Page 10: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 10

You have asked for a tried and true survey

methodology

Our experience tells us that in an effective engagement survey we would focus and test views in relation

to following areas

• Role

• Immediate work team

• Immediate supervisor

• Senior management

• Organisational effectiveness

• Organisational ethos

• Engagement

On the following pages are a base set of questions in relation to each of these areas. They represent a

suggested starting point and can be tailored as required to organisational context and language.

Page 11: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 11

Role

The following statements obtain a view on the respondent's sense of role clarity and expectations, fit with

abilities, workload and stress

I know what is expected of me in my role

My job makes good use of my skills and abilities

I have access to the facilities I need to do my job properly

I am empowered to make decisions

The level of stress associated with doing my job is reasonable

I am able to manage project work in addition to my substantive role

The following statements cover individual recognition performance, feedback and development opportunities

There is a strong link between the content of my performance plan and what I actually do/experience during

the year

My performance on the job is assessed fairly and transparently

I am satisfied with how frequently I meet with my manager to discuss my work role

In relation to the previous question, these discussions meet my needs

The feedback I get from my manager is useful in assisting my skill development

I usually achieve my learning and development goals in my performance plan

I am actively informed and encouraged to pursue opportunities to develop my career

Indicative baseline questions for a Culture Survey

(for illustration purposes only)

Page 12: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 12

Immediate work team

Covers morale, fairness, recognition and other aspects of the team environment that research shows to have

a strong bearing on engagement and performance

Morale is good in my work team

Work is distributed fairly in my work team

We support a balance between work and personal life in my work team

We acknowledge and celebrate success in my work team

Bullying and harassment are not tolerated in my work team

In my work team, my co-workers are very helpful when I have a work problem

Performance of the team as a whole is appropriately recognised in my work team

Not achieving team goals is considered a serious issue in my work team

Staff are held accountable for underperformance in my work team

Poor performance does not exist in my team

Our team is empowered to drive necessary change

Indicative baseline questions for a Culture Survey

(for illustration purposes only)

Page 13: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 13

Immediate Supervisor/Manager

My immediate supervisor/manager deals with workplace conflict effectively

My immediate supervisor/manager is prepared to have difficult conversations about individual work

performance

My immediate supervisor/manager is accessible

My immediate supervisor/manager generates enthusiasm and commitment to achieving our goals

I have sufficient face-to-face time with my immediate supervisor / manager

Executive Director/Senior Management

My Executive Director knows who I am

My Executive Director is an effective role model

My Executive Director is visible in the workplace

In my Division our Values are modelled effectively by senior managers

Indicative baseline questions for a Culture Survey

(for illustration purposes only)

Page 14: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 14

Organisational Effectiveness

Includes planning, change management, systems/processes and internal communications

In my Unit our work processes, policies and procedures are accessible, clear and helpful

In my Unit there is a strong focus on continually doing things better

As changes are implemented, I know what is happening and why

Projects are resourced adequately to achieve their objectives

In my Unit changes are implemented effectively

In my Unit the annual business planning process is effective

In my Unit the selection and promotion processes are based on merit and equity principles

In my Unit the processes we use to work together are effective

I am informed about how major decisions will affect my role

Internal communications enable me to keep informed about what’s happening at the Unit / hospital and why

I know where to look to find out the information I need

Indicative baseline questions for a Culture Survey

(for illustration purposes only)

Page 15: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 15

Organisational Ethos

These items largely cover the way things are done, what is valued etc.

People cannot get away with doing less than their best in the Unit

In the Unit, there is a culture of continuous, incremental improvement

In the Unit, people are encouraged to propose new ideas

In the Unit, people are given practical support to implement new ideas

Significant decisions are made in a rational, transparent manner in the Unit

There is a culture of openness and transparency in the Unit

Engagement

These questions look directly at pride, commitment, involvement, effort etc. and are used to assess

engagement levels and to correlate with other items in the survey to understand which drivers have the

strongest relationship with engagement at RCH

I am proud to work for Macarthur Community Mental Health

I would recommend Macarthur Community Mental Health as a good place to work

I would like to still be working at Macarthur Community Mental Health in 12 months' time

My work gives me a sense of personal enjoyment - it is more than just a job

In my job I am often motivated to make a greater effort than I need to

I am committed to the Macarthur Community Mental Health Values and Behaviours of xxxxx

Overall I am satisfied in my current job

My overall level of engagement has increased compared to last year

Indicative baseline questions for a Culture Survey

(for illustration purposes only)

Page 16: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

The consultative and future focused phase

| 16

The survey establishes the baseline or current culture of the Unit, whilst consultative sessions, post survey, with groups

of staff will be used to define the attributes of the desired or future culture. Focus groups will be designed and used to

engage staff in

• “Facing forward” and architecting the organisational culture that they want to establish within their Unit and teams

• Developing the cultural attributes at a reasonably granular level - leadership, values, behaviours, development,

consultation, respect, work processes

• Calibrating the gap between the current culture (based on the survey themes) and the desired culture

• Defining the key strategies / actions / initiatives that will be required to effect the transition

• Agreeing where the accountability for the change strategies lie (at a personal / managerial, team, unit, or

organisational level)

• Identifying what support or resources are required to support and ensure that the change occurs.

Every effort will be made to engage all staff in the Unit – to facilitate this it is anticipated that five focus groups will be

scheduled. Each focus group will run for 90 minutes.

Notwithstanding that the engagement survey is expected to highlight cultural nuances between the 3 geographically

specific teams, the focus on the future culture will be designed to define the Macarthur Community Mental Health Unit

culture – the shared culture.

Page 17: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Project Timeframes

Page 18: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 18

Project Planning

• Confirm the

parameters and

deliverables

• Develop the

detailed project

plan

• Agree the

preferred

diagnostic

• Identify key

stakeholders

• Agree the

approach to

project

management

Mid August 2018

Consultation

• Develop a

structured

approach for

optional one on

one interviews

and staff focus

groups (5 x 90

minute

workshops)

• Hold the

consultations

regarding

desired culture

and capture

views

• Develop a

summary report

(FUTURE

STATE)

Design

• Tailoring of the

agreed

diagnostic, if

required

Launch

• Communication

to staff of the

Culture review

and its

objectives

• Survey launch

Action Plan

• Design action

plan to bridge

the gap

between current

and future state

• Develop the

recommended

transition plan

• Estimate the

cost of the

culture change

program

Report

• Consolidate the

culture review

• Present to the

“Reference

Group” and

senior

stakeholders as

required

Analysis

• Analysis of the

cultural

diagnostic

• Prepare an

overall report

and a Unit by

Unit report

(CURRENT

STATE)

• Develop an

overview of the

outcomes for

communication

to staff

Project coordination, evaluation processes and ongoing communication

Later in 2018Mid June 2018End May / early

June 2018Mid May 2018Mid May 2018

(Optional: Additional

Coaching Support)

Mid July 2018

Project Timeline

Below we have outlined a possible overview of key service stages and an example timeline. Please note that

we can work to any timeline required – the below is indicative only and based on delivery being

commenced in mid May 2018.

Page 19: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Why Bendelta?

Page 20: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 20

Bendelta’s fit for your needs

We have demonstrated ability to assess,

analyse, interpret and report on team

functioning within organisations and we

bring to bear relevant knowledge, skills,

and experience in designing and

delivering team interventions

We use empirically validated tools; we are highly experienced in

designing, conducting and interpreting stakeholder consultations; we work

in partnership with our clients; we have an abundance of experience in

assessing team functioning; and we have a particular strength in surfacing

embedded issues in a non-threatening, objective manner. Our team

interventions have resulted in significant positive impact as demonstrated

in our satisfaction surveys. We are Australia’s largest provider of

integrated team interventions, with widespread breadth and depth of

expertise in development.

We have highly credentialed personnel,

highly experienced in assessing,

developing and implementing culture

change initiatives

All our proposed team members have had significant experience and

expertise in accurately diagnosing workplace issues and culture, including

the capacity to provide results-driven recommendations.

We have deep experience of working in

the health sector environment and culture

Our extensive experience within the health sector provides us with a

strong appreciation of the challenges faced by Macarthur Community

Mental Health and includes: In NSW we have worked closely with the

Health Department and with HETI; in the ACT we have worked extensively

with Canberra Hospital, specifically on Cultural Improvement; in QLD we

have worked extensively with Lady Cilento Children’s Hospital on a

Cultural Transition Program (Psychological Support Services).

We have demonstrated capacity to deliver

the requirements in line with the

timeframes

We have reviewed our commitments to date and confirm that we have

ample capacity to assign resources to deliver this project successfully. Our

proposal also addresses the requirements and timeframes for this project.

We have developed a value for money

approach

We have constructed our fees to provide outstanding results at

competitive your value-for-money parameters.

Page 21: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 21

Bendelta works in the intersection of strategic leadership and culture with vision and strategy. At the core, this almost

always involves an assessment of culture and functioning – whether formalised, using empirically validated tools, or

informal, via our interactions and observations with working in close partnership with our clients.

Indeed, in close to 100% of our developmental initiatives that we design to tailor to our clients’ needs, we commence

with an assessment and analysis into the leadership and cultural behaviours that have been observed and form part of

our clients’ day to day activities. Below, we provide a short summary of our most recent and relevant work in assessing

and reporting team functioning:

Canberra Hospital. In 2017 ACT Health engaged Bendelta to work with two specified areas of the Canberra Hospital to

diagnose any workplace issues that were occurring and to develop strategies to improve the organisational culture. The

catalyst for the engagement was that the most recent workplace survey had revealed that some areas of the

organisation would benefit from significant improvements to their workplace culture. Bendelta‘s approach included

extensive consultations with stakeholders and staff, the use of a brief survey (bespoke and designed following extensive

data on culture) and extensive literature survey and detailed action plan. An Appreciative Inquiry methodology was

utilised for the consultations (the methodology emphasises strengths)

Royal Children’s Hospital (Victoria). Recently, we designed and conducted an organisation-wide culture survey

(bespoke) for the Royal Children’s Hospital (RCH). The survey provided an evidence-base to understand the current

landscape, to test assumptions, supplementing other information (anecdotal evidence, interviews etc.) to determine how

and where to act, a forum for staff to express their views anonymously, and a benchmark against which to assess the

effect of strategies and initiatives. We produced extensive descriptive and interpretive reporting to provide an accurate

assessment of RCH’s culture and employee attitude. As part of this project, we provided advice and recommendations

on the implications of the results, and on directional recommendations. These recommendations included future

programs of action, people development approaches and strategies for improvement over the next three to five years.

Independent Hospitals Pricing Authority (IHPA). In 2016, following a suite of leadership development programs that

Bendelta designed and delivered for all levels of staff, we were further engaged to conduct an assessment and culture

check to understand the strengths and development areas of teams within the organisation. We conducted The

Leadership Circle Culture Survey organisation-wide and this resulted in clarity of symptoms and behaviours to improve

upon.

Why Bendelta?

Page 22: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 22

Confidential government agency. Bendelta was engaged by a Director of this agency to conduct an assessment and

review of team functioning and culture. As part of this work, we gained a detailed understanding of the team structure,

roles and ways of working within the team; team dynamics and pain points; issues and risks of the team and

opportunities and vision for the future of the team. We also took the opportunity to gather ideas to inform future

directions to enhance team cohesion and effectiveness, and communicate support from the (most senior) leadership to

the team. In depth interviews were conducted with every member of the team and based on analysis of these interviews

a list of actions were recommended. A very high level (de-identified) findings graphic of key issues is summarised

below:

Why Bendelta?

Page 23: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Bendelta has a robust and proven approach to

cultural change

| 23

Culture is formed and transformed by everything that is done in the business. For new members, they read the signals

about what it takes to fit in and adapt behaviour accordingly. As they adapt, they too, in turn reinforce these norms which

become stronger over time.

Culture is the organisation’s purpose, vision and strategy in action (whether towards or against their achievement). It is

what leaders do every time a business decision is made. It is what makes projects run over budget, strategies ignored,

or customers/patients/staff frustrated.

To transform culture, transactional methods will not work. Culture transformation also cannot be outsourced and

ultimately the success of culture improvement/transformation will depend on both the units. Bendelta can make three

critical contributions to facilitate success:

1. Our assessment and analysis methodology will be robust and well designed, so that they have high validity

2. We are able to work with key management staff to commence the process of culture change as early as

possible (and before the “formal” intervention commences)

3. We can provide advisory support and are well versed in handling tough conversations to communicate the

reality we are observing.

As workplaces become increasingly fast paced, technologically complex and culturally diverse, positive cultures support

the achievement of strategy and vision, whereas negative cultures such as workplace incivility can create tensions that

further dampen performance. Highly negative cultures become dysfunctional over time, and can negatively impact

performance.

Page 24: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Our Team

Page 25: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Organisation Design Specialist and Client Director

| 25

Bio – Jan Bowe

Jan Bowe is a Principal Consultant for Bendelta who specialises in strategy, governance and organisation design.

Jan’s expertise lies in designing and implementing organisational solutions (structures, strategies, systems and

roles) that are tightly aligned with the strategic positioning of her clients, and specifically that support the

achievement of their strategic plan.

Jan has extensive corporate skills and broad industry experience, encompassing banking and finance, media,

mining, health, aged care and pharmaceuticals. Her considerable senior executive experience encompasses

corporate strategy, customer / member strategy, strategic marketing, organisation design, change management and

operations management.

Jan has extensive experience in coaching senior level executives from both the public and private sector. Her

coaching experience encompasses leadership coaching, coaching for potential, career management and career

transition coaching and change management coaching.

Jan is an experienced Non-Executive Director and currently holds directorships with RACQ Bank, and the

Friendly’s Pharmacies Group.

Qualifications

• Master of Business Administration from the Melbourne Business School

• Bachelor of Health Administration from the University of NSW

• Graduate of the Australian Institute of Company Directors

Page 26: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 26

Organisation Design Specialist

Bio – Michelle Lin

Michelle Lin is a Senior Manager for Bendelta specialising in organisation practice, and change management. She

works with leading corporations to analyse their operating environments and crystallise the findings to inform

forward-looking strategies for competitive advantage. Michelle works with clients both in the public and private

sectors, concentrating on practical yet transformational strategies to align the business in its entirety with strategic

objectives. She is also Bendelta’s practice leader in positive psychology and career management. Michelle has

designed and implemented many of Bendelta’s culture and engagement surveys across the not for profit sector.

Michelle comes from a strong best practice research, design and coaching background. She has been involved in

designing and facilitating leadership development programs, development centres, succession planning programs,

conducting best practices research in strategy, business reviews, interviews, analysis and benchmarking evaluation

in both the government sector and in private enterprise. Michelle has been involved in working across a number of

NSW Health projects, and has a strong expertise and background in working with professionals in community and

mental health.

Qualifications

• Bachelor of Commerce (Hons) in International Business / Bachelor of Science in Biotechnology, UNSW

• Diploma in Innovation Management, UNSW

• Masters in Applied Science (Psychology of Coaching), University of Sydney

• The Leadership Circle accreditation

• WIAL Action Learning Process accreditation

Page 27: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 27

Cultural Change and Leadership Specialist

Bio – Marnie Cruickshanks

Marnie has over 17 years experience in the health and human services change-focused Learning and

Organisational Development context. Recently specialising in leading Organisational Culture Change, Leadership,

Management and Capability Development Programs, Executive, Leadership, Management and Group Coaching in

emerging and ambiguous working environments.

Marnie has significant experience supporting leadership resilience and capability development through times of

change to develop engaged employees and leader led cultural shifts. Having worked as an internal employee for

Centrelink –Business Improvement and Learning and Development Team, Department of Communities – Strategic

Learning Services & Qld Health – Organisational Change Centre of Excellence prior to consulting, Marnie has an

appreciation of the ever changing context that is experienced working in the Public Sector Health and Human

Services context. She has also consulted extensively to government and the private sector developing senior

leaders through change processes and capability development program design and delivery in her role as a

consultant.

Qualifications

• Bachelor of Arts (Psychology double major) University of Queensland

• Diploma Front Line Management

• Cert IV Workplace and Business Coaching

• Cert IV Training and Assessing

• Advanced Conflict Resolution and Negotiation accredited,

• Cultural Transformation Tool Accredited – Barrett Values Centre

• 5 core competencies from Diploma of Government

• The Leadership Circle Profile Certified

Page 28: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 28

Matthew Hull focuses on the nexus between organisational psychology and technology-enabled insights and development. He specialises in data-driven insights and evaluation, employee engagement and capability assessment across both leadership and organisational development. He is passionate about the opportunities that exponential technologies provide in data insights and realising individual and organisational potential. Matthew is also a guest lecturer in organisational psychology at the University of Newcastle. Matt’s experience includes:

• Led the design, delivery and analysis of an all-staff employee engagement survey for Allens Linklater, exploring employee wellbeing, diversity and inclusion, flexibility and engagement. This included the delivery of an all-staff aggregate report to distil key themes and insights from the survey.

• Led the analysis and triangulation of employee engagement and customer satisfaction data for the NSW Department of Planning and Environment, and developed an infographic summary of key drivers and focus areas that was shared with all staff.

• Employee engagement partner and advisor to one of the big four banks and a multinational top tier law firm; for both organisations, delivered an employee engagement ‘listening strategy’ to reshape engagement approaches beyond annual engagement surveys.

• Lead analyst and consultant on the validation of a TINYpulse question bank for the NSW Department of Finance, Services and Innovation to identify the top 25 items to prioritise (based on construct validity with the PMES and common engagement measures), and analysis of the first four pilot questions to identify and analyse the sentiment and key themes from respondent comments andsuggestions.

Qualifications

• Organisational Psychologist

• Master of Organisational Psychology, Macquarie University

• Bachelor of Psychology (Honours), Macquarie University

• Accredited practitioner: Hogan Assessments, Occupational Personality Questionnaire, Saville Wave Professional Styles, TalentQ, Strengths Profiler

Senior Manager and Survey Analytics and Insights

Bio – Matthew Hull

Page 29: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Investment

Page 30: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 30

Whilst Bendelta may not necessarily be the cheapest provider available, our ability to transform and drive change is

unparalleled. To this end, we can boldly say that we’re able to provide you with an outstanding client-centred experience

and assessment results that provide a clear, succinct picture of the situation at hand.

Our pricing schedule is as set out as below. However, given our strong interest in working in partnership with the

Macarthur Community Mental health Unit and the opportunity to deliver significant cultural transformational change, we

have used a blended rate of $3625 excluding GST or $3,988 including GST for each phase.

We would be more than happy to revise our scope should our proposed fees be outside of your budgetary parameters.

Level Daily rate (excl. GST) Daily rate (incl. GST)

Project and Client Director $4, 000 $4,400

Principal Consultant $3,500 $3,850

Senior Manager $3,250 $3,575

Project Coordinator $2,000 $2,200

Our approach to pricing

The total fee, inclusive of GST for Phase 1 is $33,207, Phase 2 is $27,913 and Phase 3 is $15,950.

The total fee proposed for this program of work for all phases of work is $77,070 inclusive of GST.

* Please note that disbursements would be additional and would include travel and printing of associated materials. We would seek your approval

prior to incurring any significant costs.

Page 31: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 31

Focus Activity Breakdown (including

daily consultant costs

x no. of days) ex GST

Total cost

(inc. GST)

Phase One

Current

State

Assessment and

Planning

• Confirm the parameters and deliverables

• Develop the detailed project plan

• Agree the preferred diagnostic

• Identify key stakeholders

• Agree the approach to project

management

1 day, at $3,625 $3,988

• Project management and planning

including design of communication

strategy/plan

1.5 days, throughout the

duration of the project, at

$2,000

$3,300

Design of assessment • Tailoring of the agreed diagnostic, if

required½ day at $3,625 $1,994

Survey

Implementation

• Communication to staff of the Culture

review and its objectives

• Survey launch & administration

1 day, at $3,625 $3,988

Analysis • Analysis of the culture diagnostic

• Prepare an overall report and a Unit by

Unit report (CURRENT STATE)

• Develop an overview of the outcomes for

communication to staff

5 days, at $3,625 $19,937

Subtotal for Phase 1 $33,207

A breakdown of our fees

Page 32: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 32

Focus Activity Breakdown (including

daily consultant costs

x no. of days) ex GST

Total cost

(inc. GST)

Phase

Two

Future

State

Consultation • Develop a structured approach for one on

one interviews (optional, at $3,625 per

day for 1 day – assuming no more than 5

interviews)

• Develop a structured approach for staff

focus groups (5 x 90 minute workshops)

• Hold the consultations regarding desired

culture and capture views.

• Develop a summary report (FUTURE

STATE)

7 days, at $3,625

(excludes 1:1 interviews)

$27,913

Phase

Three

Action

Plan /

report

Any additional costs • Design action plan to bridge the gap

between current and future state.

• Develop the recommended transition

plan

• Estimate the cost of the culture change

program

• Consolidate the cultural review

• Present to the “Reference Group” and

senior stakeholders as required

4 days, at $3,625 $15,950

Grand Total $77,070

inclusive of

GST

Our approach to pricing

Page 33: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

About Bendelta

Page 34: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

| 34

Page 35: Proposal for Culture Audit and Development Macarthur ... - Proposal.pdf · Proposal for Culture Audit and ... In this phase the focus is on developing the strategies required to close

Thank you

Contact Details

Michelle Lin

[email protected]

0409 5455 00

©