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 (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