The A to Z of OD: S is for Supervision

In coaching and in certain regulated professions such as clinical practice and social care, the concept of supervision is well-established. However in OD consulting, it is in its infancy.

If you are an OD practitioner employed within an organisation, maybe you have a line manager who provides this role. However, many in-house OD practitioners are lone rangers reporting to a generalist HR Director who may not have the experience or deep understanding of OD as they do themselves.

Many external OD practitioners work for larger consulting firms and may well have line managers who provide a supervisory role. As with internal OD practitioners, this may not always be the case. Perhaps you are the OD/change expert in a larger firm that has a broader offer? Who do you turn to when you need professional guidance and support?

As professional OD practitioners – internal or external – our challenges are to consult flawlessly through the five stages of the consulting cycle, respect client confidentiality and boundaries and hold an appropriate ethical attitude. Supervision is there to help us solve dilemmas, support us through emotional challenges and provide fresh perspectives so we understand ourselves and our clients better and develop into the consultants we want to be.

If you feel like a lone-agent OD practitioner, how are you getting the support you need?

There are several ways you can get the support you need. You might join an OD networking or other peer support group, seek a mentor or hire a coach, or even hire a qualified consultancy supervisor. There are a few of us* out there.

OD thought leader: Ed Schein (b. 1928)

It would be hard to overestimate Ed Schein’s contribution to the field of OD. As former professor at MIT Sloan School of Management, Schein won several awards for his work in organisational culture, individual motivation and career development and the process of consulting.

Culture

These days, it is commonly accepted that organisation’s culture is concerned with the shared meanings that members give to past and present organisational experiences. Ed Schein pioneered this thinking in the 1980s, suggesting culture is a layered model of symbolic artefacts, behavioural norms, espoused values and underlying tacit assumptions.

Motivation (‘career anchors’)

As part of his career anchors model, Schein argued there are three core factors (economic, social and self-actualising) that motivate individuals in organisations. Many OD practitioners – me included – believe organisations must make the complex assumption that motivation is a combination of economic, social and self-actualising factors. Managers’ behaviours, e.g. more participative management styles, communication, recognition/rewards and encouraging personal development, both symbolise and enact the organisational culture.

Implications for OD

OD is partly about good diagnosis of the current and desired culture and influencing the role of leaders to develop appropriate culture through symbolic means.

We can enhance organisational effectiveness whilst stimulating the self-actualising element of individual motivation by creating linkages between the organisation and the employee – a sense of belonging.

The benefit of observing organisations through their cultures is that the OD practitioner is attuned to the human side of the organisation, not just its functional subsystems. The key to successful organisation change is to view it as complementary: culture change and functional change in harmony.

Process consultation

Schein’s interpreted collaborative consulting as ‘process consultation’. For him, this is about helping others understand the importance of adherence to the social rules surrounding human relationships. His “ultimate dilemma … is how to produce change in the client system without people losing face”. Referring to Lewin’s ice cube theory of change, he sets out three elements that must be present during unfreezing, i.e. where motivation for change is created:

  1. Disconfirmation (or lack of confirmation);
  2. Creation of guilt or anxiety;
  3. Provision of psychological safety.

 

One of the main reasons the unfreezing stage of change fails is that people resist change and hence pervert the change effort. There are many reasons people resist change: they don’t want to lose something of value; lack trust in management; hold a belief that change doesn’t make sense for the organisation; have a low tolerance for change; or exhibit passive resistance to change by complying with the change without real commitment.

OD practitioners must find ways to value resistance to change; a healthy tension during unfreezing helps to ensure the change plan is robust. This requires the OD practitioner to recognise resistance as trapped energy, and engage the resistors in dialogue – they may be sensitive to flaws in the plan, or be able to identify unintended consequences of the change. The OD practitioner must beware of low tolerance to change and not require people to change too much too quickly.

I suggest participative change through process consultation is the most appropriate approach to ensure change targets are involved in setting the change agenda. Process consultation is also the best approach to overcome passive resistance, where people are only accepting change to save face; adopting anything other than process consultation models here “increases the risk that the client will feel humiliated and will lose face”.

Resistance can also be at play in the refreezing stage. Even when an individual has refrozen new concepts, these changes may violate the expectations of ‘significant others’ such as bosses, peers and team members. Schein suggests the initial change target may need to implement a programme of change for these others with them as targets. Ultimately a strategy for change should identify likely sources of resistance and ensure methods for dealing with it are consistent with the overall strategy.

Recommended reading:

SCHEIN, Edgar H., (1981). Coming to a New Awareness of Organizational Culture. Sloan Management Review (winter), pp3-16.

SCHEIN, Edgar H., (1988). Organizational Psychology (3rd Ed). Englewood Cliffs, NJ., Prentice Hall.

SCHEIN, Edgar H., (1987). Process Consultation Volume II: Lessons for Managers and Consultants. Reading, MA., Addison-Wesley.

 

*Self-interest alert: I have just graduated as a Supervisor for Coaching and Consultancy with the Tavistock Institute of Human Relations.

The A to Z of OD: M is for Metaphor

Our language is littered with metaphor.  Oftentimes, we do not notice metaphor unless it is used poetically.  Had I said, “We walk through streets of literature littered with metaphor”, you are more likely to have spotted ‘littered’ as a metaphor for the ubiquity of metaphor.  ‘Littered’ suggests metaphor contaminates our language, just like litter contaminates the street.  Perhaps, I’m even suggesting we are so accustomed to seeing litter on the street we have stopped noticing the street is cluttered, dishevelled, even unhealthy.  I’m clearly suggesting metaphor is a bad thing, and we’ve stopped noticing it is bad.

Our language is rich with metaphor.  A different connotation entirely.  Metaphor is a good thing, perhaps even having monetary value.  Money: that thing that symbolises success in our culture, that enables us to feed and protect ourselves, that gives us choice, freedom and agency over our lives.

The use of metaphor is very helpful to the reader as it describes what you’re trying to say in a few words.  The reader’s mind ‘conjures’ up her own interpretation from her own experience; an experience that is rich with her own metaphor.  She can see the ‘whole picture’ you were ‘painting’.  The problem is that the use of one metaphor – is it magic or is it art? – restricts other interpretations.  This is how others’ words can manipulate us.

Organisational metaphor

Our language defines our culture.  We create the word around us though how we talk and write about it.  As such, it also defines the organisations we create.  The organisations that is, where we work, rest and play; where we live our lives.

And so, the words we use to describe those organisation matter.  We tell stories about those organisations and the metaphors we use are very much a part of that narrative.

I’ve just looked back at the A to Z of OD articles I’ve written in this series to review the metaphor I’ve been using to describe organisations and OD.  I counted nearly 100 examples.  Many of these are consciously deployed – OD is a journey for example – however several were unconscious.

The most frequent positive metaphor I use is one that describes organisations as organisms: I provide the right ‘climate’ for people to ‘flourish’,  I put leaders at the ‘heart’ of organisations, I encourage ideas to ‘spread like viruses’, I ‘diagnose’ issues with them when the organisation  ‘hiccoughs’ and I provide ‘antidotes’ to what I must perceive to be poisonous practices.

I also quite often use negative connotations, suggesting organisations and organisation development are instruments of domination and coercive control: OD ‘drives’ the culture (as if driving a team of horses, perhaps?) and ‘spurs’ people on, it has change ‘targets’, I talk of humans being treated as ‘puppets’, manager and employee as ‘servant and master’ and that managers deploy ‘tricks’ to get things done.

And sometimes I refer to organisations as if they were machines: employee engagement is one of the ‘engines’ of organisational effectiveness, leaders pull ‘levers’ to ‘lock in’ changes and are themselves the ‘lubrication’ that ensures the organisation operates smoothly.

That is not to say organisations literally are organisms, instruments of coercion or machines.  But they can exhibit characteristics that are like those things.  Next time you are describing your organisation or OD approach, what metaphor are you using?  What metaphor do others use, particularly influential people like the CEO?  And how might these metaphors be denying other possible interpretations?

OD thought leader: Gareth Morgan

Gareth Morgan wrote the definitive guide to organisational metaphor, categorising and exemplifying eight archetypal metaphors for organisations:

Archetype Words used include
Machine Efficiency, waste, order, clockwork, operations, re-engineering
Organism Living systems, life cycles, evolution, fitness, health, adaption, malaise
Brain Learning, mindset, feedback, knowledge, networks
Culture Values, beliefs, rituals, diversity, tradition, history, vision, family
Political system Power, hidden agendas, authority, toe the line, gatekeepers, Star Chamber
Psychic prison Regression, denial, Parent/Child, ego, defence mechanism, dysfunction, coping, pain
Flux and transformation Change, flow, self-organisation, emergent, paradox, complexity, VUCA
Instrument of domination Compliance, charisma, coercion, corporate interest, alienation

He suggests metaphor is a simple tool that can help leaders and OD practitioners effect change and solve seemingly intractable problems that require adaptive thinking from people right across and down the organisation. 

Recommended reading: Morgan, Gareth (2006), Images of Organization (Updated Ed.), Sage, Thousand Oaks, CA.

Next time: N is for Nudge Theory.

The A to Z of OD: E is for Energy – Managing Energy

Suggested by Perry Timms, Simon Daisley and – notably – Dorothy Matthew, who suggested to me that time management is outdated, and the focus today needs to be on managing energy as opposed to time, and Russell Harvey, who reminded me leading change means checking in with others to see how they are managing their energy for change.

Managing time is out

I remember attending a training course on time management when I first started out in my career.  We were encouraged to schedule important tasks in our diaries and treat them as of similar importance to meetings, for example.  At the end of the course, the delegates paired up to check-in and support each other with our agreed actions.  I can’t remember the name of the chap I paired with.  Let’s call him Dave.  So, a couple of weeks later, I dutifully phoned Dave…

“Hi Dave, it’s Jez.  How are you getting on with managing your diary?” I asked, politely.

“I’m far too busy to start with any of that crap!” he retorted, paradoxically.

Perhaps even then, the concept of time management was outdated.  Dave was living on adrenaline, managing all the tasks he needed to, performing adequately, perhaps, surviving, just.  But for how long is such an approach sustainable?

Managing energy is in

Fast forward a couple of decades or so and I now work with groups of senior leaders who are coping with gnarly transformational changes in their organisations.  My work is concerned with how to lead change so that it sustains.  I’m struck that today’s rapidly changing world gives rise to rapidly changing pressures on leaders.

I’ve said before that leading change starts on the inside.  We all react to change when it happens to us from the outside-in.  Learning to recognise our own emotional response means we can make more active choices in how to respond, rather than react.  How we can maintain our own energy for change, so we can help others cope with it too?  How we can internalise the change, so we work with it from the inside-out?  This, I believe, makes us better change leaders.

The way we are working is not working

I am reminded of the words that describe working in different zones as articulated by Tony Schwartz in The Way We work Isn’t Working.  Schwartz suggests we tend to operate in one of four zones:

  • Performance Zone, when our energy and activity are high, and we feel optimistic
  • Survival Zone, when our energy and activity are high, but we are running around doing so much. In this Zone, our emotional state is negative, we become pessimistic about work, we retreat into silos, protecting ourselves from the outside world.  We are just about surviving
  • Burnout Zone, when our energy dips catastrophically and it all becomes too much
  • Renewal Zone, when we find time to recover from the pressures of work, energy remains low (we are recovering after all), however we regain our optimism and become ready to move back to the Performance Zone.

So, what?

When the pace of work and change becomes too much, our performance slips, we can find ourselves operating in the Survival Zone.  We might find ourselves feeling lonely or moody, we may become narcissistic and unpredictable.  We might also become apathetic, appearing to others as stubborn or intense.  These are the signs we are moving towards the Burnout Zone.

The trick is to find ways to move freely between the Performance Zone and the Renewal Zone, so that we remain optimistic and enthusiastic, while slowing our energy and activity to recover, and then using our renewed energy to keep our performance high.

And so, the question becomes: what can you do to maintain your energy for change?  To find time in your routine to recover from the pressures of work – where the pace of change is ever-increasing – and keep your performance high?

Three tips to maintain your energy for change

  1. Find your own words to describe the four Zones. Then, notice when you are feeling that way, it is probably an indication you are already in that Zone, or moving towards it
  2. Work out what renews your energy – this might be mindful meditation, sport or exercise, social activities, hobbies or clubs. At work, it might simply be finding time to leave your desk and go for a walk or have your lunch with others away from the office.  It might be finding time to #JustBe.  Outside of work it might be reading, listening to or playing music, painting or simply have a long soak in a hot bath.  This tip helps you discover your own Renewal Zone.
  3. Mindfully choose to spend time in your Renewal Zone. Schedule it in your diary if needs be.  Dave, are you listening?  I was listening, I have time blocked out in my diary entitled #JustBe.

You might find you start to spot the signs of the Survival Zone or Burnout Zone in others.  If so, you might want to encourage them to think about their own Renewal Zone.  You may also find you can spot the signs of the Performance Zone or the Renewal Zone in others and choose to appreciate them, to celebrate their achievement!

OD Thought Leader: Chester Elton, “The Apostle of Appreciation” (1958 – )

Chester Elton is one of the masters of employee engagement.

Elton and his co-author, Adrian Gostick, conducted research with 200,000 managers and literally millions of workers to evidence the thinking behind their ‘Carrot Principle’.  The research found that feeling appreciated is one of the highest ranked (top three, worldwide) workers’ motivations.

They propose, “a carrot is something used to inspire and motivate an employee. It’s something to be desired… Simply put, when employees know that their strengths and potential will be praised and recognised, they are significantly more likely to produce value.”

Their research has spawned an industry of formal employee recognition schemes. But it is the informal, cultural aspects that often have the most impact. A carrot does not need to be monetary. Simply being thanked or publicly recognised is enough for many.

If I may borrow from another great thought leader, Nancy Kline, “people do their best thinking in the presence of Appreciation.” I’d suggest ‘their best thinking’ translates readily into ‘their best work’. And so, managers showing their honest appreciation improves organisational performance.

Creating a climate of appreciation enables organisations to sustain what Elton calls a ‘Carrot Culture’.

And if, as I believe, Engagement is one of the engines of organisational effectiveness, this can only help to humanise the workplace in a systemic way. And that, dear readers, is what OD is all about.

Recommended reading: Adrian Gostick and Chester Elton (2009): The Carrot Principle, London, Simon and Schuster

Next time: F is for Facilitation

The A to Z of OD (Part III conclusion): C is for Change

Today, we finalise the letter C in our A to Z of OD.  We have seen C is for Culture, and C is for Creating the right Climate for Culture to Flourish.  Today, we consider the big one.  Today, we consider Change itself.  It is a huge topic and I have considered it from the perspective of OD as a humanistic, systemic approach to achieving sustainable change.

This post was in part inspired by my former colleague Francis Lake.  Francis is Head of OD at Clydesdale and Yorkshire Banking Group; he reminded me of the importance of the emotional response to change and the need to think long-term when planning change.

C is for Change

It strikes me, from my experience of facilitating transformational change in many different organisations, that change often appears to be driven from the ‘outside-in’.  Typically, this is in response to the external environment, economic considerations or technological developments.  This is clearly rational; however, it can lead to short-term changes being implemented that do not last long.

More sustainable, long-term change requires changing from the ‘inside-out’.  This requires consideration of the whole organisational system.  It starts by looking internally at how different parts of the organisation are aligned to meet its primary purpose (see the A to Z of OD Part I) against those external factors, i.e. understanding that the whole system includes the external stakeholders and operating environment.

Motivation

Earlier in Part III of the A to Z of OD, we explored culture and the importance of creating the right climate for culture to flourish.  There are three core factors that combine to motivate employees to take on change: feeling safe (adequate reward and psychological safety), social factors (working relationships and recognition) and self-actualising factors (autonomy and personal development).

As I outlined in The A to Z of OD: C is for Culture, managers’ and leaders’ behaviours – such as more participative management styles, colleague engagement, recognition and rewards and encouraging personal development – both enact and symbolise the culture by stimulating motivation so that organisations access discretionary effort from their workforce.

Past-Present-Future

That notwithstanding, people fear change.  They are apt at romantically reconstructing the past through rose-tinted spectacles, editing it to create myths of a glorious bygone age.  This is organisational nostalgia.

Organisational nostalgia is often at odds with the case for change, which is expressed optimistically, yet rationally, in formal business cases and enacted through tightly-controlled project disciplines.  This future-oriented approach explicitly hides emotions.  People get the message that emotions are bad; nostalgia is bad.  And like some movie of a dystopian future where the (emotional) humans battle against the (rational) machines, “Resistance is Futile!”

You can see how this might represent a major (psychological) problem.

By recognising both these opposing positions, I believe OD must build a case for change by taking a different perspective; revealing rather than denying the nostalgics’ stories from the emotional past, the reality of the present and the optimistic journey to the future.  This requires a process-centred approach to change, rather than a destination-focused project plan.

Outside-in vs inside-out

OD can:

  • Help individuals recognise and challenge their natural responses to change
  • Adopt a process-centred approach to change
  • Select a change strategy to promote motivation rather than tackle resistance
  • Tap into emotional nostalgia to better understand the past and how the organisation got to where it is today before visioning the future and how to get there.

This, I believe, is how long-term, sustainable change is delivered.

OD Thought Leader: Stephen R. Covey (1932 – 2012)

Based on his PhD research into world religions and other codes of practice throughout human history, Covey synthesised a list of seven habits that encourage people to live principled lives, and to choose to change from the inside-out rather than decide to change purely as a response to external influences.

The first three habits encourage people to move from being dependent to being independent: (1) be proactive, (2) begin with the end in mind and (3) put first things first.  The skills that underpin these three habits are often described in organisations as positive behaviours and offered as personal development interventions, i.e. (1) taking accountability, (2) aligning activity to an overall mission and (3) prioritising important work over work that is simply urgent.

The next three habits are about moving from independence to interdependence: (4) think ‘win-win’, (5) seek first to understand, then to be understood and (6) syergize.  These are often offered in OD as team development, e.g. (4) collaborative working, (5) coaching skills and (6) teamworking so that more can be achieved than working alone.

Habit 7, Sharpen the Saw, aims to promote the concept of continuous learning.  In OD, this aligns to the concept of the Learning Organisation.

Whilst written from the perspective of personal development, there is much to learn in Seven Habits from an organisation development perspective.  I particularly like the way Covey draws from fundamental principles of what is to be human as taught be elders throughout history, across the world, and makes it relevant to today’s organisational context.

Recommended reading: Covey, S. (2004). The Seven Habits of Highly Effective People. London, Simon & Schuster.

Next time: D is for Design

The A to Z of OD (Part III continued): C is for Climate

Earlier in the week, I covered C is for Culture.  Continuing the letter C, this beautiful blog post about organisational climate is contributed by freelance OD practitioner Lucy ThompsonLucy is a creative OD Specialist, Changemaker and Coach.  She typically leads the people aspects on major transformational change programmes, focusing on delivering organisational effectiveness and team performance.

Creating the right Climate for Culture to Flourish

I was reminded today of the simplicity of a flower in nature – when you see a flower growing beautifully and thriving, the last thing you do is pick it.  You leave it to be nurtured by nature-  safe in the knowledge that this flower had found its place in the world and the climate it was growing in was enabling it to be the best version of itself it can be.

A climate in an organisation is often referred to as its culture.  You only need Google ‘culture’ and ‘organisation’ to find a raft of insight, models and diagnostics that can help put labels on what is happening at any one time in the organisation and its system.

Many an OD practitioner will tell you that culture is a direct descendant of the team at the top.  Leadership shapes culture.  It’s the way leaders walk, the way they talk, the messages they send and the way they bounce back when things might not have gone as planned. 

Creating high performing leadership teams

Taking this a step further, the leaders in an organisation are a team in their own right – they might be members of several teams but their ‘first’ team is their peer group and the purpose of their roles is to work together to steer their ship to success (whatever that might look like for them).  Therefore, if this team shapes culture, then creating high performing teams must start with the top team.  This creates the right climate for OD – simple enough? Yet why do many organisations struggle with this concept?

Patrick Lencioni is a true hero of mine.  He really puts out in to the ether a simple construct of a high performing team and its characteristics.  No long-complicated words or theory, no model that requires you to follow a tube map of arrows to understand the end goal.  Quite simply the five behaviours of a cohesive team are Trust, Conflict, Commitment, Accountability and Results – simple when you know how, right?

 For OD to flourish in organisations, the culture needs to be right: it needs to enable OD practitioners and their practice to be the very best version they can be, and this means the work starts at the top.  Enabling the cohesive team can be the gamechanger for the success of organisation development and its interventions.

Next time: C is for Change

The A to Z of OD (Part III): Cis for Culture; C is for Change

This is the third part in a series of articles that will set out the A to Z of organisation development: the principles and practices, the tools and techniques and the past and present thought leaders that have shaped the field.

In fact, this part is itself in three parts.  Today, I’ll cover Culture.  The second part to follow is a beautiful blog post by freelance OD practitioner Lucy Thompson, who will reflect on creating the right climate for culture to flourish.  Finally, later in the week, I’ll turn to change, which was in part inspired by my former colleague Francis Lake.  Francis is Head of OD at Clydesdale and Yorkshire Banking Group; he reminded me of the importance of the emotional response to change and the need to think long-term when planning change.

Many other people have commented via LinkedIn or by contacting me directly on what they would like to see included in the A to Z of OD.  Big thanks to all – just like Lucy and Francis today, you’ll get a namecheck when your ideas come up in the alphabet!  And if you want to guest blog a topic or thought leader, then let me know.  You’re more than welcome to get involved in the conversation.

C is for Culture

“Is this the real life; is this just fantasy?” so a certain Mr Mercury asked the world in 1975.  At some point in the Eighties, organisations started asking themselves the same question about their own existence, their own cultures.  Academics argued that organisations could have their own distinct cultures, their own shared values, beliefs and norms, and that there would be competitive advantage from aligning these with the needs of their stakeholders.  What followed is a global change consulting industry now worth in the region on US$250bn per annum.

A fair chunk of the consulting industry is about changing organisational culture.  I shouldn’t really complain as I am a very small part of this industry myself. Changing the culture is only possible if culture is real, or in other words that you believe the way people live, work, interact with each other and come together to achieve something jointly creates and re-creates the “ever-changing world in which we’re living” (McCartney… apologies, I seem to be stuck in some sort of 70s pop music frame today).

If we believe that is the case, then culture is real and if it is real, it can be managed.

How do you change culture?

Like any other change, a common approach to managing culture is to diagnose the current state (using tools such as the Culture Web), envisage a desired state and plan to move from the current reality to the new, future reality.  Much of a culture change plan tends to surround influencing the role of leaders to develop the culture through symbolic means, most notably through their behaviours (see: B is for Behaviours).

And so, many OD practitioners encourage organisations to set standards of behaviours through scripting them (“this is what we are looking for”; “this is what we are not looking for”; that sort of thing) and embedding them into individual objective setting, performance review and personal development planning.  Managers’ and leaders’ behaviours – such as more participative management styles, colleague engagement, recognition and rewards and encouraging personal development – both enact and symbolise the culture.

This approach has become pervasive across all sectors.  It uses culture management as a tool to advance organisational effectiveness, to stimulate motivation and to create linkages between the organisation and the employee – a sense of belonging, often referred to as a sense of family.

And when used purposively, it seems to work; it benefits both the employee and the organisation; and hence the customer and other stakeholders; and hence the primary purpose of the organisation.

What could go wrong?

If culture can be managed, it can be manipulated too.  I’m not sure organisations are like families. Organisations still tend to favour tasks over relationships, they still discourage emotional expression.  And membership of organisations is less permanent than in real families, particularly during periods of organisational change.  Power and leadership differ significantly, and family members are less likely to mistrust each other.  Also, families are predicated on Parent/Child relationships.  Many organisations work like that too, whereas the culture we seek in organisations is Adult.  Oftentimes, ‘Family’ is a poor metaphor for the organisational culture we seek.

To make things worse, employees who believe in the team-family metaphor can become colonised by their organisations.  The very same organisations who may then have to announce redundancy programmes in pursuit of benefiting one stakeholder group (shareholders/governors) over another (employees).

In the face of these conflicting messages, employees become ambivalent: on the one hand believing the organisation is adding value to their lives beyond their salary, whilst harbouring fantasies of autonomy and other forms of escape from the psychic prison in which they have become trapped. This manifests as worsening performance, lower motivation, and a desire for Work-Life Balance.  Work-Life Balance has become a socially acceptable form of dissent.  Organisations that espouse Work-Life balance can inadvertently make employees anxious.  I suspect Work-Life Integration is the antidote to anxiety.

The only way to avoid this risk is to ensure the espoused culture is real, which means it must be lived day-to-day.  You must favour relationships as well as tasks, encourage emotional expression, flatten power hierarchies to become more democratic, build trust through Adult relationships and encourage Work-Life integration.  This creates the right climate for culture to flourish.

Next time: C is for Creating the right Climate for Culture to Flourish

The A to Z of OD (Part II): B is for Behaviours

This is the second part in a series of articles that will set out the A to Z of organisation development: the principles and practices, the tools and techniques and the past and present thought leaders that have shaped the field. Today, we look at B.  B is for Behaviours: Organisational behaviours.

I still don’t know exactly what will be included under each letter.  That is starting to emerge.  If you have any thoughts on what you would like to see included, get in touch and we’ll discover where this goes!

Many people have already commented via LinkedIn or by contacting me directly on what they would like to see included.  Big thanks to all – you’ll get a namecheck when your ideas come up in the alphabet!  In fact, if you want to guest blog a topic or thought leader, then let me know.

First namecheck goes to Inji Duducu, for suggesting Assumptions, as in, “What assumptions drive the culture?”  Good question Inji.  The assumptions manifest as a set of behaviours that in turn define the culture, as we will see when we explore B.  B is for Behaviours.

B is for Behaviours

The way an organisation operates can be seen by people inside (staff, managers, etc.) and outside (customers, commentators and other stakeholders).  The way the organisation behaves represents an unwritten set of assumptions that are tacitly and commonly understood by those people.  The behaviours represent their collective experience: past, present and, without intervention, future.  These behaviours, good and bad, define the culture of the organisation.

Oftentimes, organisations write down their values and discuss them in external publications such as financial statements and investor briefings.  They may also be discussed internally in objective-setting, performance appraisals and personal development planning.  In an ideal world, the behaviours and the values marry up!  In the real world, there are usually gaps between what is espoused in vague, aspirational values statements on posters around the workplace and what happens day-to-day in work routines, meetings and customer interactions.

Surfacing implicit, often undiscussable assumptions that inhibit performance is a key goal of organisation development. We do that to encourage discussion, reformulation and articulation of behaviours that bring the values to life day-to-day.  If you think this sounds hard, well it is.  Institutionalised defensive thinking and behaviour (see OD thought leader: Chris Argyris) mean that not only are unhelpful assumptions undiscussable, but the fact they are undiscussable is itself undiscussable.

A word of caution though: OD practitioners are not trying to change people.  Rather, our goal is to invite people to choose their own more positive behaviours that align with the values of the organisations with which they choose to associate themselves.

OD thought leader: Peter Block

Peter Block (b. 1940) is an author and consultant whose focus is on empowerment, accountability and collaboration.  He believes that people working within organisations who are trying to change or improve a situation, but who do not have direct control over that situation, are acting as consultants.  Let’s face it, that is pretty much everybody working in any organisation.  The problem is that many people working in organisations behave as if they believe they need to control other people to get things done.  The paradox is that you can achieve the results you want without having to control other people around you.  You do this by focusing on relationships as well as tasks, agreeing (or ‘contracting’) to do things jointly and always being authentic.  This approach establishes collaborative working relationships, solves problems so that they stay solved and ensures your expertise (whatever subject that expertise is in) gets used.

Block’s best-selling book, Flawless Consulting, sets out practical tips on how to complete each stage of influencing others to get your expertise used, pay attention to the relationship as well as the task at each stage, and hence ‘consult’ flawlessly.  It is, without any exaggeration, the bible of consulting.  And that applies whether you consider yourself a consultant or not.

Don’t take my word for it, Barry Posner, Professor of Leadership at the Levey School of Business in Santa Clara, California puts it succinctly, “The first question to ask any consultants: Have you read Peter Block’s Flawless Consulting?  If they say no, don’t hire them.”

Recommended reading: Block, P. (2011). Flawless Consulting (3rd Ed.): A Guide to Getting Your Expertise Used. San Francisco, Wiley.

Next time: C is for Culture; C is for Change

Past performance is not necessarily a guide to future performance… but it is a good place to start

We are told that past performance is not necessarily a guide to future performance, especially when making personal financial investments.  That’s why, in organisations, we write business cases to prove to ourselves we will get a return on investment.  How does this apply to transformational change, when it’s not just finances, but relationships between people that need to change?  We are told that past performance is not necessarily a guide to future performance… but it is a good place to start.

 Past – Present – Future … where do you tend to start?

“I want to change the culture,” is something I hear a lot from potential clients.  They have an idea of what is NOT working and a vague notion that “empowerment”, more accountability” or “better collaboration” are the ways to change things.  They then immediately set about defining what the future will look like and writing their business case.  If this sounds familiar, chances are you are already on the path to failure.  That is because you have over-rationalised it and are trying to make a purely financial case for investment.

 The Future is unwritten

I’m not going to bore you with facts and figures about the failure of change programmes.  You’ll know yourself that organisations often choose to invest in tangible things that can be measured in financial terms.  Thing like restructuring, new systems and business processes.  They tend to spend less effort investing in building truly collaborative way of working, innovating and problem-solving.  Because these are hard to do.   Also, writing business cases forces you down that path.  It is often a logical place to start, but it is not the whole story.

 Let the Future remain unwritten for a little longer

In my experience, organisations that over rely on these rational aspects of change tend to achieve limited success, smaller business benefits and alienate their people.  Those organisations that consider the softer, relationship-orientated, people aspects of change achieve better results.  Sometimes.  A major issue, even when culture is properly considered, is that those seeking the change only look forwards to envision a brighter future.

 Opportunities lie in the Past as well as the Future

This is, I fear, only half the story.  By looking at how your organisation got to where it is today, you will understand what aspects of your current culture are already working well and need preserving.  Reflect on the journey taken to get to where you are today, the successes, the failures, what has been learned (and what has not).  This will give you a better understanding of what makes your organisation tick, and what might be holding it back.

 Now is all there is

By achieving a deeper understanding of the Past, you allow yourself, collectively with your people, to let it go.  You will become more intently focused on the Present.  I believe the Present is really all that truly exists.  Looking to the Past helps us understand the Present.  Looking to the future tries to hi-Jack the Present and force it into something it is not ready to be. 

 Be right here, right now with your people and allow your Future Intention to emerge collectively from collaborative sense-making and reflecting on learnings from the Past.  Pay attention to the Present to make your Future Intention a reality.  There are a few simple, practical techniques and ways of working that can be applied every day to do this.  The result is transformational.  The result is the culture change you are seeking.

 Jeremy J Lewis, committed to making a difference in embedding sustainable change