managing change choosing a strategy

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the University of choice Managing Change – Choosing A Strategy David Stonehouse Senior Lecturer Tel: 01695 657003 E-mail: [email protected]

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This presentation examines a number of strategies to enable successful change to take place.

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Page 1: Managing change   choosing a strategy

the University of choice

Managing Change – Choosing A Strategy

David StonehouseSenior LecturerTel: 01695 657003E-mail: [email protected]

Page 2: Managing change   choosing a strategy

the University of choice

Change Tools

■ Rosabeth Moss Kanter

■ SWOT Analysis■ The Change

Equation■ Process mapping■ RAID Model

■ PDSA Cycle■ Seven Steps For

Improvement■ Gannt Charts■ Responsibility

Matrix■ Prince

Page 3: Managing change   choosing a strategy

the University of choice

Ten Commandments For Executing Change

(Kanter et al, 1992)1. Analyse the organisation & its need for change2. Create a shared vision & a common direction3. Separate from the past4. Create a sense of urgency5. Support a strong leader role6. Line up political sponsorship7. Craft an implementation plan8. Develop enabling structures9. Communicate, involve people & be honest10. Reinforce & institutionalise change.

Page 4: Managing change   choosing a strategy

the University of choice

SWOT Analysis (Mullins, 2010)

Strengths Weaknesses

Opportunities Threats

■ Analyse the problem

■ Identify priorities for action

■ Consider internal and external factors

■ Consider the consequences of actions

Page 5: Managing change   choosing a strategy

The Change Equation

Dissatis-faction

Vision CapacityFirstSteps

ResistanceX X X >

•Dissatisfaction: with the present situation

•Vision: an understanding of what the change(s) would look like

•Capacity: Sufficient resources to make the change happen

•First Steps: an appreciation of how the change is to be implemented

Page 6: Managing change   choosing a strategy

the University of choice

Process MappingWhat is a process?“A series of connected steps or actions which

achieve an outcome.”It has:■ Start and end point. (this is the scope)■ A purpose or aim.■ Rules governing the standard or quality of inputs

throughout the process.■ Can be simple & short, or complex & long.

Page 7: Managing change   choosing a strategy

Think about all the different steps you do from getting up out of bed to going out the

door to work.WAKE UP DRINK EXIT FOR

COLLEGEWALK DOG

PREPARE LUNCH

CLEAN TEETH

EAT GET DRESSED

GET KIDS DRESSED

WATCH T.V.

WASH/ SHOWER

GET KIDS UP

GET KIDS FOOD

TALK TO PARTNER

LISTEN TO RADIO

TOILET

Page 8: Managing change   choosing a strategy

A Process Map of this could look something like this

WAKE UP TOILETWASH/

SHOWER

GET DRESSEDGET KIDS UP

GET KIDS DRESSED

GET KIDS

FOOD

CLEAN TEETH

EAT DRINK

PREPARE LUNCHEXIT HOUSE

Page 9: Managing change   choosing a strategy

the University of choice

How to Process Map?

■ Get representatives of all people involved, staff patients, families, external groups.

■ Need support.

■ Plan 2 events

- 1st Process mapping

- 2nd Action planning

■ Use Post-it notes in different colours and flip charts.

Page 10: Managing change   choosing a strategy

the University of choice

RAID Model

■ Review:

■ Agree:

■ Implement:

■ Demonstrate:

Page 11: Managing change   choosing a strategy

the University of choice

REVIEW

■ Teams gain the patients and families views of the service to capture the quality of services delivered and to hear their suggestions for improvement.

Page 12: Managing change   choosing a strategy

the University of choice

AGREE

■ Results of this listening exercise are triangulated with a staff listening exercise and aligned to influence the strategic direction of the organisation. Patients are fed back the findings

Page 13: Managing change   choosing a strategy

the University of choice

IMPLEMENT

■ Teams work with patients to implement changes in practice, i.e Patients/carers are involved in audit, process mapping, training, influencing committees, on interview panels.

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the University of choice

DEMONSTRATE■ Demonstrate the improvements to

both patients and staff/organisation.■ Does it make a difference? ■ Will benefits continue? ■ Identifying lessons ■ Spreading the message ■ Sharing the learning

Page 15: Managing change   choosing a strategy

What are we trying toaccomplish?

Model for improvement

project aims

PDSA CYCLE

Page 16: Managing change   choosing a strategy

What are we trying toaccomplish?

How will we know that achange is an improvement?

Model for improvement

project aims

global

measurements

PDSA CYCLE

Page 17: Managing change   choosing a strategy

What are we trying toaccomplish?

How will we know that achange is an improvement?What changes can we make

that will result in the improvements that we seek ?

Model for improvement

project aims

global

measurements

change principles

PDSA CYCLE

Page 18: Managing change   choosing a strategy

What are we trying toaccomplish?

How will we know that achange is an improvement?What changes can we make

that will result in the improvements that we seek ?

Model for improvement

Plan

project aims

global

measurements

change principles

PDSA CYCLE

Page 19: Managing change   choosing a strategy

What are we trying toaccomplish?

How will we know that achange is an improvement?What changes can we make

that will result in the improvements that we seek ?

Model for improvement

Plan

Do

project aims

global

measurements

change principles

PDSA CYCLE

Page 20: Managing change   choosing a strategy

What are we trying toaccomplish?

How will we know that achange is an improvement?What changes can we make

that will result in the improvements that we seek ?

Model for improvement

Plan

Study Do

project aims

global

measurements

change principles

PDSA CYCLE

Page 21: Managing change   choosing a strategy

What are we trying toaccomplish?

How will we know that achange is an improvement?What changes can we make

that will result in the improvements that we seek ?

Model for improvement

Act Plan

Study Do

project aims

global

measurements

change principles

PDSA CYCLE(NHS Institute For Innovation

And Improvement, 2007)

Page 22: Managing change   choosing a strategy

Seven Steps For Improvement

Step 1.

Define the aim for the project:- the group of patients/staff.- your targets.

Step 2.

Consider how you are going to know if a change is an improvement:

-what measures are you going to use

-how are you going to report progress to interested parties

Page 23: Managing change   choosing a strategy

Seven Steps For Improvement

Step 3.

Involve everyone in mapping / analysing the process:- to really understand the problems for all parties- to start to measure & create the baselines for your improvements.

Step 4.

Investigate all the changes that are likely to make an improvement in line with the aims set:

- talk to other areas, organisations.

Page 24: Managing change   choosing a strategy

Seven Steps For Improvement

Step 5.

Test out the change ideas to see if they actually do make improvements:- consider the knock on effects that making one change will have to that process & other parts of the system or different systems.

Step 6.

Implement the changes that you have identified that will make improvements.

Page 25: Managing change   choosing a strategy

the University of choice

Seven Steps For Improvement

Step 7.

Review changes to ensure improvement

&

Celebrate success

Page 26: Managing change   choosing a strategy

the University of choice

Gantt Charts

■ Are a visual scheduling tool

■ Show dependencies between tasks, personnel, and other resources

■ Helps track progress towards completion.

Page 27: Managing change   choosing a strategy

the University of choice

Gantt Charts

• List all tasks and milestones along the vertical axis

• List time frame along the horizontal axis.

Page 29: Managing change   choosing a strategy

the University of choice

Responsibility Matrix

■ Creates accountability by assigning each task to a person.

Task Bob John Betty Albert

Activity 1. X

Activity 2. X X

Activity 3. X

Page 30: Managing change   choosing a strategy

the University of choice

PRINCE2

PRINCE stands for:

Projects

IN

Controlled

Environments

Used extensively by the U.K. government

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the University of choice

PRINCE2

■ Process based approach to project management.

■ Project is divided into manageable stages.

■ Project plans are focused on delivering results.

Page 32: Managing change   choosing a strategy

the University of choice

References Burnes, B. (2000) Managing Change: A Strategic Approach To

Organisational

Dynamics. Third Edition. Essex: Pearson Education Ltd.

Kanter, R.M. (2009) ‘Managing The Human Side Of Change.’ In: Price, D. (ed) The Principles And Practice Of Change. Hampshire: Palgrave MacMillan. Pp 175-183.

Kanter, R.M; Kanter, R.M; Stein and Jick (1992) The Challenge of Organizational Change. New York: Free Press.

Marquis, B. L. & Huston, C. J. (2009) Leadership Roles and

Management Functions in Nursing. Sixth Edition. Philadelphia:

Lippincott Williams & Wilkins.

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the University of choice

References Mullins, L.J. (2010) Management and Organisational Behaviour.

Ninth Edition. London:Financial Times Prentice Hall.

NHS Institute For Innovation And Improvement (2007) Process Mapping, Analysis And Redesign: General Improvement Skills. Nottingham: NHS.

Smith, A. & Langston, A. (1999) Managing Staff in Early Years Settings. London: Routledge.

Stonehouse, D. (2011) ‘Management and Leadership For Support Workers.’ British Journal of Healthcare Assistants. October. Vol 05. No 10.