Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what...

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Concurrent Sessions: 2. MANAGING CHANGE: David Rosenbaum – Principal, Optimum NFP

Transcript of Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what...

Page 1: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Concurrent Sessions:

2. MANAGING CHANGE: David Rosenbaum – Principal, Optimum NFP

Page 2: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Our Community Board Builder Conference

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“Managing Change – The Not-for-Profit focus on what to do to

soften the transition”

Monday 24th March 2014

Page 3: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Today’s Agenda

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Who am I?

Some theoretical aspects of change

Latest Not-for-Profit research on change

Key take-outs from this workshop

Q and A session

Page 4: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Introduction to David Rosenbaum & OPTIMUM NFP

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Finance & Accounting background

35 year senior and executive management career

MBA focusing on Change Management and Action Learning

Part-time PhD research in change management in the hospital not-for-profit sector

Principal of OPTIMUM NFP

Australian coordinator for Action Learning International

Consulting Lecturer for Australian Catholic

University Executive Education programs

Page 5: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Variable dependency of change

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Does not happen by itself Requires an integrated approach Outcomes depend on input Things don’t change – people change and then people make things change

Page 6: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Types of change

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Planned change Unplanned change Incremental change Stepped change Transformational change Continuous change

Page 7: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

How do I define change?

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“Destruction as a means of creation”

[Biggart 1977]

Page 8: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Change Manager’s Toolkit

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Action Research / Action Learning

Appreciative Inquiry

Balanced Scorecard

Business Process Re-engineering

Change Readiness Assessments

Enterprise Resource Planning

Force Field Analysis

Organisational Design

Performance Management and Rewards Systems

Pilot Programs

Six Sigma

Stakeholder Analysis

Statistical Process Control

Total Quality Management

Transactional Analysis

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Wide Variety of Change Models

Planned Change Model – Bullock & Batton - 1981

Process Model of Change – Dunphy & Stace - 1988

10 Step Transformational Change Program

– Dunphy, Stace & Benn - 2003

Building Blocks of Change Model

- Kanter - 1983

8 Step Model – Kotter – 1995

5 Stages of Grief – Kubler-Ross – 1969

3 Step Model – Lewin – 1951

Technology Adoption Curve – Roger – 1962

Corporate Transformational Model – Taffinder - 1998

Page 10: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Common Elements for Successful Change

Define the need – why change?

- Communication

- Leadership

Define the desired future state

- Vision

- Resistance

Describe the present state

- Benchmarking

Develop the plan to move from current state to future state

- Project planning

Manage the transition

- infrastructure & support

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Page 11: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Latest NFP Research

PhD research

Single case study

2 year longitudinal qualitative study

56 interviews before-during, and after a major IT change

360 pages of interview transcripts

Wide range of hospital documentation

Non-participant observer at hospital meetings

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Page 12: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

NFP Specifics of Change Management

Reflection - Characteristics

o Programmed

o Project management level

o Change recipient level

o Consistent with Mission-based

organisations and its people

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Page 13: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

NFP Specifics of Change Management

Trust and Confidence

o What has happened in the past?

o Absorb, reflect and communicate

on the entrails of those experiences

o Walk-the-walk, not just talk

o Impact on change resistance levels

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Page 14: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

NFP Specifics of Change Management

Personalised Support

o Singular organisational view

CONSIDER

o Those impacted by change

o Plan for remedial engagement

o Supporting people to

“get-on-the-bus”

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Page 15: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

NFP Specifics of Change Management

Planning Placement

o Less focus on check-list approach

o No procedural solution to change

o Boundaries are hazy

o Plan for the following:

o Technical readiness

o Staff support

oPre-emptive actions

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Page 16: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Key Take-Outs

1. Leadership clarity as to outcome

2. Leadership clarity as to current state and challenges

3. Plan for extended delivery time

4. Proven organisation clarity as to outcome and why that outcome

5. Leadership focus on people first, in context of outcome

6. Develop appropriate people supports

7. Accept variability of the ‘How’ and to a lesser extent of the ‘What’

8. Monitor progress not just timeline

9. Engage not just communicate

10. Define success in quality terms not

just quantity terms

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Page 17: Concurrent Sessions 2. MANAGING CHANGE · 2 “Managing Change – The Not-for-Profit focus on what to do to soften the transition” Monday 24. th. March 2014 . Today’s Agenda.

Thank You

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David Rosenbaum

[email protected] 0411-744-911