Category: strategy

Change Management – Getting senior management onboard

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change-mgt-overview-blog-pic

Before any organizational change is launched there has to be meetings with executives and senior leaders to ensure alignment around the reason(s) and main principles of the change initiative. Meeting objectives would also typically include getting their support for executing change activities and to help them understand expectations of them as executives and senior leaders during the change period and beyond.

change-management-overview-slidesDownload

The downloadable slide deck (above) can be used as a basis for creating your messages to senior leaders and executives. The slides helps to explain how change will likely impact the organization and the people plus explaining how leaders can help by being role models and also by actively addressing resistance and other signs of low engagement in those around them.

Use this resource as optional examples to help communicate the specific messages that makes sense for the change management initiative that you may be leading and the meeting participants/audience that you will be facing.

Here are the steps I would suggest you follow:

  1. Be clear on the reasons that your change initiative need to be implemented and how the changes will improve on status quo. (Business case or burning platform)
  2. Did you get executive buy-in from one or more sponsors before your presentation? (Highly recommended – in fact, do not proceed until you have it!)
  3. Consider the presentation you will be doing – who will be there? What do they know and what do you need them to know, understand and do once they leave the presentation?
  4. What impact will the planned changes likely have on the employees at your company and how do you think your targeted audience can help and should act/behave given the change process and desired outcomes?
  5. Review the slides in the resource I am sharing and determine if any of them could help you and support the messages that you would like to communicate to the audience that you will be facing.

Of course these slides are not going to substitute the preparation work you need to do before starting a change initiative, but they may be helpful to use as background or to explain some of the specific change management aspects that may be of particular importance to your audience.

Organizational Strategy Framework

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framework final

Setting a strategy for an organization requires a focus on aspects internally and external to your organization. Once you have set your strategic growth targets you would need to look at how you need things to change internally to support those growth targets. You may want to set your signs on improving profitability, increasing organizational effectiveness or moving leadership behaviors closer to your values and vision for the organization.

The resource I am sharing can help you align some of the most important internal aspects with your strategy to improve your chances of successfully executing on the strategy.

Most organizations are able to successfully navigate through the process of setting a strategy. Many organizational leaders find execution and implementation of the strategy the hardest part to achieve. I believe this is mostly because internal aspects that are needed to support the strategy are not always taken into account in the execution plan.

framework-for-org-strategyDownload

The framework (See download option above) and questions to address in each case help you by acting as a checklist. Reviewing the execution plan, this list will help you consider how to engage, involve, and inform stakeholders in the process. It helps ensure that every aspect of your execution plan reinforces your strategic objectives leading to a better implementation plan.

The areas to ensure alignment are:

  1. Company values and culture
  2. Leadership (behavior and mindset)
  3. Workforce capability
  4. Organization structure
  5. Organization processes
  6. Systems (Automation)
  7. Performance Management and Metrics

The sequence would always be to first select a strategy you would like to pursue with the organization and then use this resource to plan the implementation portion of the activity.

Setting strategies is often an iterative process as changes from inside or outside of companies require an adjustment in approach. Remember to check the impact of further changes on the same checklist (see above) to ensure you maintain the strategy alignment.

Prepare to Negotiate – Tips and a Worksheet

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arm wrestle
(The Devil’s Advocate, 1997)

The quote from the movie, The Devil’s Advocate, sums it up perfectly. Whether we like it or not, in life we are negotiating more often than we think we are.

Negotiation skills is something that most people can improve upon. There are several training options available if you want to make this a developmental priority. And there are also a few training games which offer you the opportunity to test your negotiating skills in role-plays.

The resource that I am sharing is more generic and it helps you jot down some important notes before enter a negotiating process.

negotiation-preparation-worksheetDownload

The worksheet, which you can download above, can help both experienced and new negotiators to organize their thoughts and prepare for a negotiation. Having your notes available during the negotiation discussions can help you maintain your focus and avoid distractions or knee-jerk reactions during crucial moments and stages of the discussion.

Uses:

  • Preparing for actual negotiations.
  • In training sessions to train participants on how to prepare and demonstrate the importance of this planning during a role-play later.
  • Prepare for discussion with supervisor/manager on salary increase.
  • Document your thinking going into a negotiation to support a post-negotiation lessons-learned reflection later which can help you and your team to continuously improve upon your past performances.

Cross-cultural Negotiations

When negotiating with someone who is from another cultural background than your own, remember that you will need to watch out for communicational disconnects based on having some of the following misaligment:

  • If the negotiating parties do not have the same first language and at least one party is negotiating in a non-native language there could be misunderstandings around the use of words of phrases. Use simple language and engage with translators if you want to avoid misunderstandings. .
  • Having different cultural views and perspectives, the relative importance of not only items negotiated but interaction with each other (from a relationship perspective) during the breaks or meals during days of negotiation could lead to unintended misunderstandings. Some actions or comments could even negatively impact the trust in the interpersonal relationship.
  • Depending on one’s view of the world, one tends to project your own views onto others as if everyone thinks and reasons like your would. That can lead to using methods of persuasion that would work in your own culture and it may be ineffective with others cultures. . Learn about the culture of key negotiators on the other side and learn what might persuade them vs only looking at your own experience and perspectives.
  • Establishing and maintaining trust can vary from one culture to another. Be slow to distrust the other party from another culture based on limited evidence of low-trust actions. Always engage with a cultural coach to help you correctly interpret the actions and communications from those from other cultures that you may be negotiating with.
  • Remember that negotiations are often not a one-time activity, but a business relationship that may span months or even years depending on how often roles changes at either party’s company. Take time to understand and get to know the other person or party that you often need to negotiate with. The more you know about the person and his or her preferences and views, the more successful your negotiations are likely to be.

Prepare by knowing a few key aspects about the other party

Checklist

Not all negotiations result in a definite outcome. In many cases discussions can take place over a long period of time. The better you are at understanding the other party and what her or she wants and values compared to your own needs and values, the better your chances would be to reach a win-win outcome for both yourself and the other party. And you will be able to leave the door open for successful future negotiations if you pay the right attention to the interpersonal relationship with the other party and not only to getting your own needs met in a win-lose way.

HR Function checkup – Feedback from internal customers

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In the same way that companies would approach external customers to gather their views on what is going well and what needs improvement (customer satisfaction), the HR function should reach out to its internal customers to find out how satisfied they are with the services and support that they receive. It is true that there are more than one model for HR service delivery, but that does not change the fact that it is wise to gather feedback on the services and support that you do provide given the structure and focus for HR in your company.

The HR function is often guilty of focusing its developmental and improvement efforts exclusively on helping other departments and neglects using those same skills and expertise to improve the HR function as a whole and developing the people who deliver the HR services to others.

HR Function – Feedback Survey

This survey can help you gather the information you need from your internal customers to help you identify specific areas of excellence in HR and also those areas where improvement may be needed. When improvement is needed it will often imply additional training and development of some HR representatives (HRBPs or Generalists) and may also  include communicating the HR vision and goals more clearly within the HR function. Remember to recognize and reward those who were part of delivering excellent services when you review the survey results.

feedback-from-internal-customers-about-hr-functionDownload

Tips:

  • Add comment fields next to scores if you want to be certain to capture specific comments about the scores.
  • Do be sure to provide survey participants with feedback on the outcome of the survey and the actions that you plan to take as a result of the survey. This motivates participants to continue providing you with valuable feedback in the future.
  • Create an action plan and communicate that clearly within the HR function so that everyone understands which areas you plan to address and how you plan to do that. It may help to set specific metrics around your planned improvements to make it easier to report progress.
  • Regularly update stakeholders – internal to the HR function and those who are internal customers in your company – on the progress of improvement efforts as you implement the post-survey action plan.
  • Remember to celebrate successes (milestones and outcomes achieved) and be prepared to add additional actions to your plan in cases where your improvement efforts are not reaping the results you had planned for.

Having a standard survey which you use ever year gives the opportunity to track the progress in specific questions over time and helps with trend analysis and showing % improvements over time.

Succession Plan Template

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succession

Every leader wants to build a high-performing team capable of taking the reins. That’s where succession planning comes in. It’s not just about preparing for the day you move on; it’s about developing a pipeline of talent ready to step up when opportunities arise. By investing in your team’s growth, you’re not only ensuring business continuity but also fostering a culture of development and advancement. People retire, people leave their roles and, new roles are created during reorganizations and restructuring efforts. All of these scenarios may create the need for someone else to take over in a leadership role and the question becomes… do you have anyone available internally who is promotion-ready?

Knowing who can step into a key role when needed is crucial. It’s like having a bench full of star players ready to take the field. By keeping a close eye on your team’s strengths and potential, you can ensure a smooth transition and minimize disruptions when leadership changes occur.

Continue reading “Succession Plan Template” →

Crafting a Communication Plan: Your Roadmap to Change Success

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Whether it’s a new process, a revamped strategy, or a technological overhaul, effective communication is essential for a smooth transition. A well-crafted communication plan outlines the who, what, when, where, and how of sharing information, ensuring everyone is on the same page and aligned with the change journey. Let’s dive into the key components of creating a powerful communication plan.

Tailoring Your Message to Your Audience

Effective communication means understanding who you’re talking to. Different groups will need different information. Start by identifying everyone who’s affected by the change. This could include employees or different groups of employees, customers, partners, and even the wider community. By mapping out your audience, you can tailor your messages to their specific needs and interests. Think about different functions, think about geographic locations, think about management levels, and think about people outside your company who may be affected.

Communication messages could be intended to explain why things have to change, what is going to change, when and how it is going to change, how the change is going (progress update) and what (if anything) people need to start doing, stop doing or what should change in the way they have acted in the past.

Continue reading “Crafting a Communication Plan: Your Roadmap to Change Success” →

Personal Development Plan

~ jo-anngarbutt ~ 2 Comments

Continuous learners have the best chances of being noticed for new opportunities and promotions. It is important to be structured around what you will focus on learning next. Ask for feedback from more senior people around you or from your manager/supervisor. Then create a personal development plan for yourself. As you complete learning goals, set new learning goals and update your personal development plan accordingly.

The best way to have a structured learning approach is to have a Development Plan. Creating your own development plan is the first step towards mapping out your learning needs and priorities. Ask someone with experience to help you with it. It could be your supervisor or manager and it can also be a coach or mentor that you are working with. Such a person should be able to provide you with valuable feedback as you aim to prioritize your planned development actions.

Start the plan

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