Category Archives: Organizational Change

Implementing Your Strategic Plan

Organizational Change, Performance leadership, Strategic Planning,

The plan is complete! You’ve engaged stakeholders and set new directions for the organization. Now what? What can you do to ensure the plan comes to life instead of being relegated to a drawer or posted on the web but never visited?

The first challenge is to integrate the plan into the organization’s work so that the plan becomes the work rather than an add-on. The groups in your organization that are responsible for leadership and management might work together to break strategies down into goals or tasks and think about where in the organization responsibility for the task belongs.  Does it fit within the purview of an existing department or work group or is a new cross-functional task force or team with skills from different areas needed? What is the department or task force expected to accomplish and by when? How will they know when the task has been completed? Members of the leadership and management group will need to communicate this information to department heads, supervisors, team leaders, etc. and integrate a regular strategic plan check-in into their meeting agendas. This will ensure that the leaders and managers are aware of progress towards goals. If any initiatives stall, leaders and managers can help remove obstacles or make a decision to revise the plan.

As members of departments, teams, and work groups begin new projects, launch new programs, etc., it important for them to provide regular feedback to management and leadership on their progress as well as the need for resources or additional training, adjustments that may be needed in scheduling, etc. Finally, if managers and team leaders include check-ins on strategic goals in regular coaching and performance conversations with employees, individuals’ work will be aligned with new strategies. This is the kernel of organizational change.

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Cultivating Coaching Cultures

Coaching, Organizational Change, Performance leadership

Last month, I attended a panel discussion on Creating a Coaching Culture in Your Organization sponsored by the Bay Area Organization Development Network. Only one of the panelists actually talked about how coaching becomes cultural–the others discussed the practice and discipline of becoming a coach. Nonetheless, the event prompted me to think about coaching and reflect on the ways coaching fits within a performance leadership framework. Cultivating a coaching culture has the potential to create an environment in which people are encouraged to see the importance of their contribution to organizational strategy, goals, and objectives. A recent Harvard Business Review article, Finding the Balance Between Coaching and Managing noted that “effective coaching raises employee commitment and engagement, productivity, retention rates, customer loyalty, and subordinates’ perception of the strength of upper-level leadership.” Recognition of each person’s role in organizational success helps keep employees engaged and motivated.

But what is a coaching culture, exactly, and how does coaching fit within a performance leadership framework? And by the way, what is performance leadership?

Unlike a traditional performance assessment process, in which supervisors evaluate employees on an infrequent basis–e.g. annually–performance leadership is a framework that involves all members of an organization in regular goal setting, aligned with overall organizational strategies and objectives. Managers, supervisors, and other leaders (team or program leads without supervisory authority) commit to engaging colleagues in regular (weekly, if possible) conversations about the work, the employee’s interests and skills, obstacles and opportunities, and progress towards goals. Regular conversations about priorities and obstacles, and consistent attention to alignment of employee interests and aptitudes with organizational needs contributes to organizational effectiveness. If the organization is required to comply with an annual performance assessment process, that process may be integrated into the performance leadership framework, although the integration must be undertaken carefully due to the difference between directive supervision and collaborative coaching.

For a successful transition to a coaching culture, leaders in the organization will need to learn what coaching involves and how it works, and to become familiar and comfortable with different roles and relationships with subordinates and colleagues. A workshop such as the one I have developed on performance leadership, which includes exercises to prepare leaders to become coaches–including role playing activities–can be a good way to launch a coaching program. Once the first cohort in the organization has had some experience with coaching, a train the trainer approach can be used to infuse the entire organization with a collaborative approach to reaching organizational goals that expects everyone to take responsibility for organizational effectiveness.

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The Year Ahead–2016

Academic Libraries, Action Learning, Collaboration, Organizational Change, , ,

Happy New Year!

What’s on tap for 2016?

  • Continue consulting to organizations–especially libraries–that are motivated to transform themselves through leadership, strategy, and innovative organizational design.
  • Integrate a lifelong commitment to community service through service learning advocacy.
  • Explore the possibility of bridging polarized relationships that are obstacles to transformative change.

I am excited about the publication of a chapter on developing service learning programs in academic libraries forthcoming in Service Learning, Information Literacy, and Libraries in April. Publication of the book will follow a working session on developing an assessment framework for service learning programs in academic libraries at the Libraries and Service Learning Embedded Institute before the Campus Compact 30th anniversary conference: Accelerating Change: Engagement for Impact. Involvement in service learning provides an opportunity for all types of academic libraries to participate in their communities at the campus level and beyond in a variety of ways.

Could libraries prototype models for overcoming structural obstacles to transformative change? It would be great to explore possibilities for creative destruction of barriers to change. Many of these issues were topics at the Taiga Forum at DLF Forum 2015 in Vancouver, BC last October.

Colleagues here in the bay area shared an inspiring story about a direct conversation between union member and managers of a local transit company that they facilitated. Drivers and managers met to exchange information about one specific process–scheduling, but left the meeting with their relationship transformed. For the first time, they had communicated directly rather than through lawyers and mediators about an issue important to both parties and about which there was little initial agreement.

Libraries generally include both managers and union members in strategic planning processes, so it is not really the case that union members and managers do not discuss important issues directly. However, sensitive issues that fall under the Taiga Forum topic “employee relations”  are usually omitted from these discussions–sometimes out of fear of grievances or otherwise motivated by conflict avoidance. Even in non-union environments general discussions about faculty status or tensions between librarians and other library workers are rare.

What would it take to try something different? I don’t have a plan, or goal, or preconceived notion about what might create a shift in structure to create positive change but would love to collaborate on an experiment in this area. Ping me if you’re interested!

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Sliding off the Bandwagon: Academic Libraries and Isomorphism

Academic Libraries, Isomorphism, , ,
HikingArtist.com
HikingArtist.com

Earlier this summer, I had a couple of moments when I wondered what had happened to a trend that was really hot for awhile but seems to have died down. One was as I read through the ACRL Environmental Scans for 2015 and 2013. In 2013, MOOCs were seen as a phenomenon that would have an impact on every college and research library whereas in the 2015 report, they were only mentioned in passing as a market-based alternative to “traditional place-based programs” (p. 2) without mention of impact on library services.

The other was as I was reading an article that mentioned using Second Life for service learning, online reference, and information literacy instruction. While it is still possible to find popular articles about how virtual reality environments will transform higher education, the pressure for libraries to jump on the Second Life bandwagon quietly subsided when Linden Lab changed their business model.

Analyzing what has happened to MOOCs and to Second Life would be interesting. What is really intriguing is the apparent lack of reflection as we slide off these bandwagons. Why did we think we needed to jump on them in the first place?

In Redefining Academic Libraries: How Trends in Higher Education are Driving Change, a talk she gave at the ACRL President’s Program at the American Library Association conference in San Francisco in June, Constance Malpas of OCLC Research talked about isomorphism, a phenomenon whereby organizations of a certain type become more similar to one another.

Ms. Malpas focused her remarks on normative isomorphism–the force professionalism exerts on organizational change (or the lack of it), approaches to problem solving, etc. Mimetic isomorphism is the tendency of organizations to jump on (and off) a bandwagon during uncertain times. Perhaps developing an awareness of these isomorphic tendencies would help us, as a profession, develop more thoughtful responses to environmental changes.

To that end, I would love to hear about people/libraries that are still actively experimenting with producing and/or supporting MOOCs or that are using virtual reality spaces for research support, information literacy instruction, exhibits, etc. How did you think about and plan for integrating MOOCs into your work? For people/libraries that were once involved in MOOCs or Second Life but have disengaged, what was your thinking when you decided to get involved? What made you decide to give it up?

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From Scarcity to Abundance: Libraries, Learning Spaces, and Collections

Academic Libraries, Design Thinking, Organizational Change

Last week I had the good fortune to attend a workshop on creating learning spaces at the Fielding Graduate University Winter Session. The workshop created a learning space in its own right in a large hotel ballroom. We participated in exercises to expose us to the different experiences two Fielding graduates had as they taught online courses for the first time. We heard about the model a student had built to show the difference between collaborative and networked online learning experiences.

Finally, the space was transformed into a maker space as we broke into groups to respond to a design challenge–to create a prototype exhibit for a museum. This was a real life problem and as part of the exercise we presented our prototypes to a member of the museum staff who provided feedback. Unfortunately, we didn’t have time to use her feedback to refine our designs, but we had a chance to experience a design process that emphasizes rapid prototyping and gathering feedback early.

Besides being fun, it was great to get outside of ourselves and work on a problem that was new and fresh. Later in the day, we got bogged down when we started to think about what Fielding’s learning spaces should be. We were too close to the problem and had too much invested in solving particular problems.

On the same day, Barbara Fister posted Schrödinger’s Library on her Library Babel Fish blog. Barbara thoughtfully analyzed the trend in libraries toward repurposing library space from “storage” for collection to “a digital scholarship center or study spaces that students clamor for or a new classroom where students can use archival or rare materials”. She also cited the Ithaka research that shows a gap between faculty and library directors’ views about the purpose of the library. I have seen this dichotomy in focus groups with faculty and librarians at client sites.

It has occurred to me that what may seem like nostalgia on the part of faculty for their graduate school days when they could browse the stacks and come upon material serendipitously may represent a kind of learning that is important and that should be accommodated, particularly in certain disciplines. I am also concerned that if librarians focus on the learning process–regardless of how sophisticated the view of that process may be–they will lose opportunities to collaborate with faculty on learning outcomes that may involve deep engagement with content. If faculty and librarians are embattled over who is responsible for information literacy, the students stand to lose.

When a domain such as higher education is undergoing change and is under threat, one of the results can be turf wars. Is it possible that the polarization between librarians and faculty over the issues of the purpose of the library and responsibility for student information literacy comes from a scarcity mentality that results from being under threat? What if librarians changed the conversation from either/or to both/and? What if learning space design specifically addressed concerns faculty have expressed about the need to engage collections in certain disciplinary areas (art and music come to mind immediately)? What if learning space design engaged the question of how to incorporate the kind of learning that results from serendipitous discovery into the use of digital collections?

In last week’s learning spaces workshop, the design assignment we received was abstract but included some important underlying principles such as the goal to have visitors leave the exhibit area feeling hopeful. While my ideas about learning spaces in libraries are also somewhat abstract, they also include some basic principles:

  • shift the conversation from one of scarcity (dividing up responsibility for information literacy, housing collections or creating learning spaces) to one of abundance
  • think about ways to expand the use of print collections in learning spaces beyond engagement with “special” collections
  • model serendipitous discovery in the digital environment
  • use rapid prototyping to design new learning spaces and programs that can be refined and adjusted based on feedback from stakeholders, including librarians, faculty, and students

Perhaps some of these principles are already in use in some places. If so, I would love to hear about these efforts.

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Project Management and Organizational Change

Organizational Change, Project Management

The Project Management Institute has published Managing Change in Organizations: A Practice Guide. This guide, which a staff member at a client organization brought to my attention applies project, program, and portfolio management practices to change management in organizations.

The goal of the guide is to increase the effectiveness of change management in organizations. Of course, coming from the Project Management Institute, the Guide makes certain assumptions. Although the guide introduces well known organizational change models (Bridges, Kotter, etc.) the framework is embedded in project management (control). Organizational project management is central to successful organizational change in this model.

Organizational change projects can certainly benefit from a certain level of project management such as mapping out the project schedule including critical path, defining tasks and resources, and tracking progress. However, approaching organizational change as a project, program, or portfolio that can be controlled and managed through the application of project management techniques puts the cart before the horse.

As the guide points out, project management and change management domains are separate but overlapping in what they emphasize. It is valuable for practitioners in each field to be aware of the other domain and what it can offer. While the discipline of project management can add value to an organizational change project, the constant need for responsiveness in today’s world that the guide discusses is better addressed by being adaptive.

The jazz metaphor Frank Barrett described in his book Yes to the Mess: Surprising Leadership Lessons from Jazz is a more realistic approach to organizational change, which is inherently unpredictable, than a method that emphasizes control. The Practice Guide is worth a read, in part because change management professionals may encounter project managers who are attempting to use the Guide in their organizational change efforts. Familiarity with the framework presented in the Guide may help keep channels of communication open between the two domains to achieve a balance between control and tolerance for mess.

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