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Balanced Diversity

                               A Portfolio Approach
                            to Organisational Change


                                       Karen Ferris
                             Director, Macanta Consulting


© 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


© Macanta Consulting 2012    Balanced Diversity
Culture Change




© 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”



© Macanta Consulting 2012         Balanced Diversity
The Challenge


         It is not just about making a cultural change


      It’s about creating a culture FOR change




© Macanta Consulting 2012       Balanced Diversity
© 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




© Macanta Consulting 2012   Balanced Diversity
OK,	
  maybe	
                                                  I’ll	
  do	
  a	
  
                                                                    It’s	
  going	
       different	
  job.	
  
                              I’ll	
  listen.	
                      to	
  be	
  ok	
  
                             What’s	
  in	
  it	
                                         Can’t	
  it	
  wait	
  a	
  
                               for	
  me?	
                                                   while?	
  
THE CHANGE CURVE


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




                                                                                           There’s	
  no	
  
                         What’s	
  the	
                                                    need	
  for	
  
                         point?	
  Why	
                                                  change	
  –	
  the	
  
                          bother?	
                                                        way	
  we	
  do	
  
                                                                                          things	
  is	
  just	
  
                                                                                              fine	
  




 © 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




© Macanta Consulting 2012       Balanced Diversity
The Framework
                             http://nbs.net/knowledge/culture/systematic-review/



•  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


© Macanta Consulting 2012              Balanced Diversity
Intent
                            What you are trying to accomplish

                                                             Compliance
                      Should do       FULFILMENT             Operational excellence
                                                             Targeted reinforcement




                                                             Experimenting
                       Could do       INNOVATION             Listening
                                                             Trying new things




© Macanta Consulting 2012               Balanced Diversity
Approach
                                  How you are doing it




                  INFORMAL                                        FORMAL
                             Discussion                        Codes of conduct
                           Experiences                         Procedures
          Modelling desired behaviours                         Systems and training materials
                                                               Implementing programmes




© Macanta Consulting 2012                 Balanced Diversity
FULFILMENT




            INFORMAL                               FORMAL




                            INNOVATION



© Macanta Consulting 2012     Balanced Diversity
Build and reinforce the                         Integrate the change
 importance of the                               into the core of the
 change for the                                  organisation’s strategies
 organisation and to                             and processes
 support and
 encourage those who                             Equip and encourage
 are making efforts to                           employees via training
 embed the change                                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
                                                  Create structures or
                                                  supports that will form a
  Inspire and reassure
                                                  foundation for future
  employees so that they
                                                  changes in the
  can experiment, try
                                                  organisation
  new things, and build
  on each other’s ideas




© Macanta Consulting 2012   Balanced Diversity
© Macanta Consulting 2012   Balanced Diversity
Portfolio Approach




© Macanta Consulting 2012         Balanced Diversity
Current Change Initiatives –
Gap Analysis


       Heavily Used
       Partially Used




© Macanta Consulting 2012      Balanced Diversity
Future Change Initiatives –
Planning




© Macanta Consulting 2012     Balanced Diversity
Applying the Framework




© Macanta Consulting 2012   Balanced Diversity
Fostering Commitment
                                           Ensure that the           Emphasize the
  Build and reinforce the importance of                              importance of the
                                           change tasks
  the change for the organisation and to   are completed             change
  motivate, support and encourage those    through
  who are making efforts to embed the      monitoring,               Reinforce the
  change                                   reviewing and             message
                                           enquiring on the
                                           status of key             Embed in hearts and
                                           tasks
                                                                     minds

                                                                     Regular checkpoints
                                                                     and reviews

                                                                     Keep on the agenda

                                                                     Maintain momentum

       Contribute to
       the community
       and encourage
       and enable
       employees to
       do the same                                                   Practices that serve
                                                                     to identify the
                                                                     change as a priority
                                                                     for the organisation

                                                                     Organisation’s
                                                                     actions send strong
                                                                     messages



© Macanta Consulting 2012                       Balanced Diversity
Clarifying Expectations
  Integrate the change into the
                                                         Expand existing
  core of the organisation’s                             roles or develop
  strategies and processes                               new roles within
                                                         the organisation
  Equip and encourage employees                          to capture
  via training and incentives                            essential
                                                         responsibilities
  Measure, track and report on                           relating to the
  progress                                               change




  Allocate responsibility for the
  change to new or existing
  roles including roles at most                                  Organisational
  senior levels                                                  members examine
                                                                 their own systems,
  Demonstrating commitment                                       processes,
  to the change                                                  projects or
                                                                 products for
  Formal evaluations that                                        reliability,
  examine systems, processes,                                    accuracy,
  projects or products for                                       adherence to
                                                                 standards and
  reliability, accuracy,
                                                                 compliance
  adherence to standards and
  compliance




© Macanta Consulting 2012           Balanced Diversity
Building Momentum for Change
   Support a culture of                                     Envision a
   change innovation                                        different future
   by developing the                                        and identify the
   new ideas that will                                      actions required
   bring the organisation                                   in order to
   closer to its long-term                                  reach it
   goals

   Inspire and reassure
   employees so that
   they can experiment,
   try new things, and                                                         Initiate; create
   build on each other’s                                                       events that help
   ideas                                                                       set things in
                                                                               motion; disrupt
                                                                               the status quo
    Stepping back from everyday
    operational issues and thinking
    holistically and prospectively

    Imagining an ideal future and
    allowing vision to drive current
    actions

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


© Macanta Consulting 2012              Balanced Diversity
Instilling Capacity for Change
  Create structures and supports
  that will form a foundation for
  future changes in the
  organisation



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



     Create new products
     or services that realise
     the organisations
     commitment to
     change                                                       Creating processes and mechanisms
                                                                  to gather knowledge or skills


                                                         Create or implement new mechanisms
                                                         to support future initiatives




© 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


© Macanta Consulting 2012          Balanced Diversity
Email:                  Karen.Ferris@macanta.com.au

    Website:                www.macanta.com.au

    Twitter:                @karen_ferris

    Facebook: http://www.facebook.com/MacantaConsulting

    Mobile:                 +61 (0)425 728 498

© Macanta Consulting 2012             Balanced Diversity

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Balanced Diversity A Portfolio Approach to Organisational Change (2012)

  • 1. Balanced Diversity A Portfolio Approach to Organisational Change Karen Ferris Director, Macanta Consulting © Macanta Consulting 2012 Balanced Diversity
  • 2. Outline •  Culture change •  The challenge •  The solution –  a portfolio approach –  a balanced and diverse set of practices •  Application and next steps •  Questions © Macanta Consulting 2012 Balanced Diversity
  • 3. Culture Change © Macanta Consulting 2012 Balanced Diversity
  • 4. Culture Change Culture = Behaviour The behaviours that represent the general operating norms in your environment “The way we do things around here” © Macanta Consulting 2012 Balanced Diversity
  • 5. The Challenge It is not just about making a cultural change It’s about creating a culture FOR change © Macanta Consulting 2012 Balanced Diversity
  • 6. © Macanta Consulting 2012 Balanced Diversity
  • 7. 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 © Macanta Consulting 2012 Balanced Diversity
  • 8. OK,  maybe   I’ll  do  a   It’s  going   different  job.   I’ll  listen.   to  be  ok   What’s  in  it   Can’t  it  wait  a   for  me?   while?   THE CHANGE CURVE Why  me?  It’s   not  fair.  Why   not  you?   There’s  no   What’s  the   need  for   point?  Why   change  –  the   bother?   way  we  do   things  is  just   fine   © Macanta Consulting 2012 Balanced Diversity
  • 9. 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 © Macanta Consulting 2012 Balanced Diversity
  • 10. The Framework http://nbs.net/knowledge/culture/systematic-review/ •  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 © Macanta Consulting 2012 Balanced Diversity
  • 11. Intent What you are trying to accomplish Compliance Should do FULFILMENT Operational excellence Targeted reinforcement Experimenting Could do INNOVATION Listening Trying new things © Macanta Consulting 2012 Balanced Diversity
  • 12. Approach How you are doing it INFORMAL FORMAL Discussion Codes of conduct Experiences Procedures Modelling desired behaviours Systems and training materials Implementing programmes © Macanta Consulting 2012 Balanced Diversity
  • 13. FULFILMENT INFORMAL FORMAL INNOVATION © Macanta Consulting 2012 Balanced Diversity
  • 14. Build and reinforce the Integrate the change importance of the into the core of the change for the organisation’s strategies organisation and to and processes support and encourage those who Equip and encourage are making efforts to employees via training embed the change 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 Create structures or supports that will form a Inspire and reassure foundation for future employees so that they changes in the can experiment, try organisation new things, and build on each other’s ideas © Macanta Consulting 2012 Balanced Diversity
  • 15. © Macanta Consulting 2012 Balanced Diversity
  • 16. Portfolio Approach © Macanta Consulting 2012 Balanced Diversity
  • 17. Current Change Initiatives – Gap Analysis Heavily Used Partially Used © Macanta Consulting 2012 Balanced Diversity
  • 18. Future Change Initiatives – Planning © Macanta Consulting 2012 Balanced Diversity
  • 19. Applying the Framework © Macanta Consulting 2012 Balanced Diversity
  • 20. Fostering Commitment Ensure that the Emphasize the Build and reinforce the importance of importance of the change tasks the change for the organisation and to are completed change motivate, support and encourage those through who are making efforts to embed the monitoring, Reinforce the change reviewing and message enquiring on the status of key Embed in hearts and tasks minds Regular checkpoints and reviews Keep on the agenda Maintain momentum Contribute to the community and encourage and enable employees to do the same Practices that serve to identify the change as a priority for the organisation Organisation’s actions send strong messages © Macanta Consulting 2012 Balanced Diversity
  • 21. Clarifying Expectations Integrate the change into the Expand existing core of the organisation’s roles or develop strategies and processes new roles within the organisation Equip and encourage employees to capture via training and incentives essential responsibilities Measure, track and report on relating to the progress change Allocate responsibility for the change to new or existing roles including roles at most Organisational senior levels members examine their own systems, Demonstrating commitment processes, to the change projects or products for Formal evaluations that reliability, examine systems, processes, accuracy, projects or products for adherence to standards and reliability, accuracy, compliance adherence to standards and compliance © Macanta Consulting 2012 Balanced Diversity
  • 22. Building Momentum for Change Support a culture of Envision a change innovation different future by developing the and identify the new ideas that will actions required bring the organisation in order to closer to its long-term reach it goals Inspire and reassure employees so that they can experiment, try new things, and Initiate; create build on each other’s events that help ideas set things in motion; disrupt the status quo Stepping back from everyday operational issues and thinking holistically and prospectively Imagining an ideal future and allowing vision to drive current actions Techniques used to encourage or convince individuals of the importance of the change and the need to take transformative action © Macanta Consulting 2012 Balanced Diversity
  • 23. Instilling Capacity for Change Create structures and supports that will form a foundation for future changes in the organisation Make use of systems or processes to perceive and recognise external information Create new products or services that realise the organisations commitment to change Creating processes and mechanisms to gather knowledge or skills Create or implement new mechanisms to support future initiatives © Macanta Consulting 2012 Balanced Diversity
  • 24. 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 © Macanta Consulting 2012 Balanced Diversity
  • 25. Email: Karen.Ferris@macanta.com.au Website: www.macanta.com.au Twitter: @karen_ferris Facebook: http://www.facebook.com/MacantaConsulting Mobile: +61 (0)425 728 498 © Macanta Consulting 2012 Balanced Diversity