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Showing posts with label Deborah A. King – SPHR. Show all posts
Showing posts with label Deborah A. King – SPHR. Show all posts

Wednesday, November 14, 2012

The White House, Congress, Your Organization, and Change

Exceptional leaders realize and are quick to take action when dysfunctional behaviors in their organizations set the stage for impending chaos and destruction. These leaders have learned to work with change, not ignore it.

Dysfunction can form on a variety of organizational platforms. Have you ever experienced negative consequences, missed opportunities, or a hostile work environment as a result of any of the following?
  • Broken relationships
  • Lack of trust
  • Lack of customer confidence
  • Inability to communicate
  • Silos curtailing the ability to unite
  • Ego maniacs, who will not listen or accept the ideas and opinions of others
  • Resistance to the changes a global, technically advanced society is driving
  • Fear of losing some level of power or authority
  • Inability to embrace a vision of "we’re in this together" rather than "it’s all about me"
Whether you work in the public or private sector, if you are responsible for reaching performance goals and are encountering resistance, be aware that you can harness power for achieving successful change by correctly planning and implementing change initiatives that involve and motivate employees and stakeholders to engage in adapting to the future.

The Dynamics of Human Behaviors

Nothing changes in an organization until the people involved understand the need for change. If performance doesn’t evolve to match expectations, a performance improvement plan might be helpful, or perhaps assigning an executive coach to work with a struggling employee might be a practical way to achieve transition. When we’re dealing with change and dysfunction in our political arenas, of course we always have the option to express our satisfaction with the pace of change through our right to vote.

Regardless of the sector you are working in, consider these points as you prepare to drive successful change in your organization:
  • Just by our nature, it’s important to assess and understand the readiness of people within the organization to embrace change. If they’re not ready, you can’t force it. However, before giving up on our employees or public servants, consider and plan for the impact of human dynamics of change. We live in a sophisticated and complicated global marketplace. Initial steps are often needed to help employees prepare for a transition. Before they can attempt to move forward individuals may need:
    • help in understanding the reason(s) why change has to happen.
    • new skills and abilities to engage in exploration of ideas and/or dialogues that aren’t all about them.
    • clarity of their role and responsibilities for effecting change in the organization.
    • a way to save face for what was said or done in the past, in order to move on.
    • to celebrate the achievements of the "old way of doing business" in order to accept the new, fast-paced, technology-changed ways of the future.
  • The pace of change will probably be different for each individual involved in a change effort. Pace is often determined by past change experiences, how rooted the employees are in the belief being changed, and their personal abilities to successfully manage their own change, as well as motivate and lead others to change.
  • Fear of the unknown is a common barrier to embracing change. As much as possible, help individuals understand what the future is going to look like and what role they will be playing in a "changed" world.
  • Frequent communications about change, the importance of change for survival, and the successes the organization is achieving – big and small – will be important for employees to hear and identify with. Repeat these messages through a variety of communication channels.
  • Providing training and a change model for successfully managing personal change can also be helpful in assisting with a road map of the behaviors required for successful change, and where those "change monsters" might be hidden. Consider sharing these resources:

So What’s Next?

We all know the world is going to continue to change. But, have we really considered what that requires of each and every one of us? There is no doubt about it. You hear people say it every day, "The only thing you can count on is change." So, it’s inevitable – we all need to build skills that support flexibility, resilience, collaboration and respect for diverse options, ideas, and styles.

Just as organizations need to improve relationships, communications and performance, so too does the White House and Congress. They’re going to have to learn to work together if we’re to move beyond the gridlock and dysfunctionality of today’s political climate. As a result of stakeholder expectations, businesses, as well as government agencies, are going to have to continue to look for ways to streamline processes, cut costs, integrate technology and train employees on the competencies required for the future.

Change has been following us like a shadow for a number of years. Many organizations have avoided it, but yet continue to catch a glimpse of it lurking along the sidelines. A few have successfully navigated the change process and have instilled a culture of continuous improvement in their organizations. But the sad message is that the majority of organizations that have attempted to change have failed. I’m sure you’re aware of this, but here’s the disappointing fact - over 70% of organizational change initiatives fail, primarily because of:
  • lack of planning.
  • lack of employee preparedness and participation.
  • lack of leadership buy-in for the long haul.
Getting serious about successful change requires:
  • commitment at the top to the change message, required resources and a willingness to remain committed over a period of time that relates to the complexity of the organizational changes being introduced.
  • abilities to motivate managers to check their egos at the door and be open to new ideas and approaches.
  • assessment and employee participation to determine readiness and what’s required for successful change.
  • adequate planning and communications about short- and long-term goals and objectives.
  • a common language about change, so everyone is speaking and understanding the same message.
  • celebration of big and small successes, to continue to motivate stakeholders and reinforce the benefits of the vision of the future.
  • support and guidance by professionals experienced in a variety of change management methodologies, tools, and practices that allow change to be experienced in conjunction with the cultural and business advances the organization is seeking, and not as a stand-alone change management training exercise.

The future holds change for all of us. That’s a very good reason to embrace it, aid your organization in understanding it, and building the appropriate team with the skill sets to work with change, rather than against it.

 
 

This article was written by Deborah A. King, SPHR, CEO and Sr. Organizational Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are energized about transforming human performance through the evolution of workplace culture. Contact EMI for more information about how we can assist your organization: www.evolutionmgt.com or 770.587.9032.

Thursday, November 1, 2012

Astronauts, Dinosaurs and Zombies: Halloween or your Workplace?

Ghouls, goblins and things that go bump in the night! Enjoy - it’s the season.

Halloween has grown into a major holiday. The American Federation of Retailers estimates that 7 out of 10 Americans will get into the haunting celebration – spending about $80 on festivities including food, costumes and decorations. Many offices now offer celebrations in addition to the parties and trick-or-treating events that go on after hours.

The idea of the alter egos individuals assume during the celebration started me thinking about how we classify employees when the costumes are packed away for next year. How would you rate your employees when it comes to these categories: 
Astronauts
Dinosaurs
Zombies

Understanding these work style preferences can aid in the design of appropriate engagement strategies.

Astronauts – creative, energized and self-motivated individuals who are invigorated by the challenges of change, technology, and new opportunities.

Dinosaurs – individuals who are significantly connected to the past. They usually can be spotted by the phrases, "We already tried that and it didn’t work" or, "We never did it that way before." They’re seriously reluctant to accept change and often create drama when change is presented.

Zombies – totally disengaged employees. They report to work physically, but aren’t engaged emotionally or mentally. Definitely your "walking dead."

The best time to begin engaging employees is through the hiring process. Integrate information about the organization’s mission, vision, values and goals into sourcing and recruiting documents and processes. Ensure that your HR staff and managers participating in the hiring process also understand the importance of incorporating this type of information into their interviewing and selection practices.
 
The on-boarding process is then an extension of the type of culture, performance expectations and engagement the organization is expecting from its employees. On-boarding, or what we used to call orientation, is a planned, progressive indoctrination of the organization’s expectations for employee involvement and practices for empowering and starting each employee on the right foot. The process is usually planned to cover information that should be understood and integrated into day-to-day performance by the employee after 30, 60 and 90 days.

Partnering a mentoring process with on-boarding can also be extremely successful, as the employee now has another avenue to for getting information and checking in on assumptions, perceptions, etc.

If you’re not familiar with a good frame work for on-boarding, check out Michael Watkins' book, The First 90 Days: Critical Success Strategies for New Leaders at All Levels.

The following tips can also help to motivate and excite new employees, as well as those established in the organization:
  • Share the enthusiasm and energy of the owner, leader, management team, etc. Communication about passion for the work the organization is doing can be very contagious. Celebrate and visibly acknowledge the events, outcomes, deliverables, and results the organization is proud of.
  • Invite employees to be involved in what’s going on in the organization. Employees are more likely to be engaged if they believe the organization values their insights, opinions and ideas. Organizations get into trouble with "Zombies" when employees feel neglected and unappreciated.
  • One solid way to keep employees motivated is to make sure they know how much customers and stakeholders appreciate them. Make sure that messages regarding customer appreciation are shared with the employees who deserve it, as well as their counterparts. Celebrate the compliments and help to remind employees of the impact of their work.
  • Link work expectations with performance management. Employees need to see how their work aligns and supports the overall mission of the organization in order to become personally invested. Employees that recognize their value are more likely to be enthusiastic, creative and willing to go the extra mile without being asked.

So What’s Next?


Implementing a successful employee engagement process can greatly reduce turnover and improve performance results. Research indicates turnover costs can be estimated up to 200% of an employee’s salary. Once you find the right talent, and you’ve invested in the training of that employee, the wisest next step is to engage and retain them. However, not all employees are going to be Astronauts.

The performance management system also needs to support the training and development of Dinosaurs who are afraid to step into the 21st century and engage change, technology and flexible work styles. No organization today can afford the drag of employees who are not motivated and engaged about the future. Yes, we need to honor the past and the success that old practices brought to the organization, but at the same time, we need to have a mentality of forward thinking that provides the competitive edge to compete in the global economy.

Taking care of the Zombies. Organizations that spot Zombies in meetings, cubicles, or strolling down the hall on any day other than Halloween need to take action. Addressing Zombie attitudes and behaviors needs to be a priority and can easily be integrated with a good performance management system.

Organizations need to be clear when it comes to performance expectations, including behavioral characteristics. Employees who do not exhibit the expected behaviors and/or performance levels need to be counseled, and/or provided with assistance if it’s determined they need some additional training in order to be successful. They also need to be put on notice after an appropriate time goes by without expected results, that unless performance improves the organization may have to take action, as it appears the requirements of the position are not a fit with what the employee has to offer.

That’s tough medicine, and a diagnosis managers often shy away from. But every employee needs to make contributions for the success of the organization. No organization today can afford to have a "part-time" effort being put forth from a "full-time" position. If there’s a mismatch of requirements and talent, deal with it and move on, the sooner the better.

Halloween is a one day occasion. I hope you were able to enjoy the festivities - without allowing Zombies to invade your organization.




This article was written by Deborah A. King, SPHR, CEO and Sr. Organizational Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are energized about transforming human performance through the evolution of workplace culture. Contact EMI for more information about how we can assist your organization: www.evolutionmgt.com; 770.587.9032

Wednesday, September 26, 2012

What Do You Do?

Think about the last networking or social event you attended. What was the most common question you were asked? That’s right - "What do you do?" A good ice breaker.

We all like to talk about how we spend our work time; well, at least most of us do. I happen to love what I do: Organization Development (OD) consulting. It’s interesting; it’s multidisciplined; and although there are certainly similarities across human behaviors and organizational processes, each organization is unique.

I’m often asked what OD is. My answer can be short: "OD is an approach to bring about organizational change." Or, depending on who’s asking and how interested they are, I might go on to say: "Usually I’m engaged when leaders realize they must change in order to adapt to some type of change in their environment: changing market conditions, changing expectations of customers, changes in funding capabilities."

Why Organizations Need OD

You may not be thinking about Kurt Lewin while working on organizational change, but the father of modern social psychology is also widely recognized as the founding father of OD. Through Lewin’s research we learned the importance of group dynamics and action research, two of the key foundations for organization development work.

It was Lewin who wrote, "If individuals are active in decisions affecting them, they are more likely to adopt new ways. Change proceeds in a spiral of steps, each of which is composed of a circle of planning, action and fact-finding about the result of action."

My experience demonstrates that leaders may recognize that their organizations must change, but few have more data beyond their own perceptions about what’s wrong. And very few know how to go about planning and implementing change. There are some that attempt change alone, but their attempts at forced change are overwhelming disasters, ending with employees feeling disillusioned and wondering, "Who’s steering the ship?"

Organizations sincere about wanting to plan and initiate successful change need organization development knowledge and experience provided by an internal or external OD consultant. The OD consultant’s role is not to examine, diagnose, prescribe and fix the organization. Instead, the consultant serves as the catalyst for guiding and facilitating processes designed to help the organization look at itself, understand its challenges, and create actions to close the gaps between who or where they are, and who or where they want to be.

The OD consultant is capable of calling on techniques, theories and methodologies from a variety of disciplines; i.e., behavioral sciences, anthropology, sociology, thinking and organizational learning, mind maps, body mind synchronicity, decision making, and coaching to list a few. This is not a consulting field where "one size fits all." What works for one organization will probably not lend itself to another organization. The consultant will take the time to listen and explore with the organization their history, culture, practices, expectations and change objectives before suggesting options for how to move forward in planning for change.

Organizations have been utilizing OD support since the ‘50s, and they still need it. The OD interventions designed for the organization will be unique to its people, considering a diversity of ideas, perceptions, readiness, beliefs, expectations, etc. As Warren Bennis wrote in 1969, "Change is the biggest story in the world today, and we are not coping with it adequately…." I think that statement is timeless. Change continues to challenge us. It’s demanding, elusive, and yet ever present and impactful. Why do organizations need OD? In order to survive.

How Does The OD Process Work?

When I talk about OD, I often point to the benefits that can be achieved by any organization: private sector businesses as well as government agencies. Some of the benefits include expanding organizational capabilities to:
  • improve interpersonal and team processes and relationships.
  • create a pathway for more effective communications.
  • enhance the organization’s capabilities to cope with challenges.
  • improve leadership and managerial competencies and abilities.
  • deal with conflict in a healthy manner.
  • cultivate an atmosphere of trust and collaboration.
  • structure the organization to improve efficiencies and performance.

The OD consultant starts with the end in mind; i.e., a process to answer the question, "What does the organization want to achieve?" Based on the answer the organization agrees to, the consultant will work with the various stakeholders to develop a Change Plan or "travel guide." Think of the guide as a map detailing how to successfully move from Point A to Point M using collaborative and facilitated processes along the way.

Organization change doesn’t happen overnight. It’s a process that demands sufficient acknowledgement of elements such as: time, patience, expertise, data gathering, analysis, planning, resources, collaboration, co-creation, trust, confidentiality, conflict, fence-mending, coaching, facilitation, exploration, intuition, decision making, risk-taking, stakeholder participation, open communications and let’s not forget coaching or training along the way. Yes, I love what I do!

So What’s Next?

Every organization today is faced with issues of change: Budgets are being cut and people are retiring and leaving with knowledge and experiences that haven’t been documented. Workplaces are dealing with management styles that haven’t kept up with the expectations of the current workforce. Multiple generations working together are clashing over expectations and preferences, workplace cultures aren’t adapting quickly enough resulting in a lack of productive ways to work together. Technology is changing faster than organizations can assimilate to, and the list continues to grow.

If your organization is considering a change initiative, the first step is to ensure the organization has the leadership bold and secure enough to take a good look in the mirror. Next identify internal or external OD resources to assist. This point can be dicey, because the OD consultant needs to be neutral. If the OD consultant is too close to management, it may be difficult for employees to be candid and hopeful that positive change can occur.

The worst thing I’ve seen organizations do is recognize there is a problem, but sit back and hope that it resolves itself. I’m not saying it never happens, but the odds of the problem resolving itself are slim. What usually happens is the culture begins to accept the dysfunction that the problem is causing and then begins to fester, resulting in other dysfunctional reactions and solutions filling in the void that management is not addressing.

If it’s time to address change in your organization, find the right resources to help develop your guide to successful change. If EMI can assist you, we’d appreciate your consideration. Make change happen so that the next time someone asks you or your employees, "What do you do?" the answer can be, "I work for the best organization on the planet!" Wouldn’t that be cool?

As always, I welcome your comments to my posting. If you found this article interesting please pass it along to others in your network who can also benefit from it. Have a great week.




This article was written by Deborah A. King, SPHR and President of Evolution Management, Inc. an SBA 8(a) certified firm. For 18 years, EMI’s team of experienced HR and change management consultants have been partnering with organizations interested in improving their workplace environments, as well as their organizational performance. We’d appreciate an opportunity to work with you. Contact us at 770.587.9032 or visit our website at www.evolutionmgt.com.

Wednesday, September 19, 2012

Taking Care of Business or a Boondoggle?

Why is it when times get tough the first thing most business leaders look at cutting are those activities that help with employee engagement, retention, customer service and, in a not-so-indirect way, profitability?

Yes, I know we’ve all been focused on cost cutting and reducing overhead however we can. But, have you noticed what those cost cutting measures have resulted in for some organizations? In my experience consulting with businesses and government agencies focused on improving their workplaces, I see:
  • Poor morale, resulting from employees not feeling valued.
  • Disengagement. Very often the workforce has been downsized, while the workload remains the same. Employees feel abused and taken advantage of. Their response: only do the minimum of what’s expected.
  • Anger and frustration. According to the Bureau of Labor Statistics, workplace violence — including assaults and suicides — accounted for 18% of all work-related fatal occupational injuries in 2010.
  • Decline in customer service. Employees mirror the way they are treated by their managers as they engage with customers.
  • Theft and fraud. It can be stealing supplies, money or padding the time sheet – if employees don’t perceive they are being treated fairly, they will take advantage of opportunities to "make up" for what they assume they are missing.

Strategies for Engagement

I know, the word "engagement" is way overused these days, but you get my point. Good leaders know the benefit of keeping employees happy. They want their employees to look forward to getting up and coming to work. They see the benefits of employees invested in doing a great job and collaborating with other team members to ensure a quality job is completed on time and within budget. They hear the results – fewer customer complaints – as well as see revenues growing as customers come to know they can count on the organization’s reputation for quality service, products and care.

Organizations in both the government and private sectors seem to be afraid to spend money on keeping workers happy and engaged. But at what price? Yes, there are a few organizations where unexplainable decisions have been made as far as recognition and training. But should everyone suffer because of a few? What happened to common sense? A few hundred dollars - or even a few thousand dollars - a year invested in an organization’s top assets shouldn’t be perceived as a boondoggle, it should be applauded as a responsible way to take care of business.

According to an article written by Leslie Caccameseon for Great Place to Work there are five ways to make employees happy – and therefore improve your workplace performance. I’ve taken the liberty to elaborate on her points.

  1. Give them a sense of meaning. Help employees understand how their contributions fit with the mission and goals of the organization, as well as how the organization benefits the community and world at large.
  2. Provide opportunities for growth. Research indicates that employees are happier when they are learning – and we all know how important continuous learning is. Training and development, executive coaching, on-line webinars, shared libraries, job rotations, job sharing, all go a long way to boost morale and engage employees in understanding and operating the business of the organization. It may seem counterintuitive, but investing in the employability of employees is an excellent strategy for improving retention, knowledge management, morale and performance.
  3. Insist on providing freedom to balance work and personal commitments. Think of employees as people, not positions. There is so much that people are dealing with today. Don’t forget in addition to their work duties, employees may also be dealing with issues such as young children, aging parents, family members without jobs, daycare issues, medical issues, and the list goes on. People need to be able to attend to their lives, as well as their work, in a way that makes sense to both the employee and the employer.
  4. Demonstrate your interest in hearing their ideas. Employees are more content with their jobs when they feel that management sincerely is interested in their suggestions. Ask for opinions and ideas and work at keeping communications open.
  5. Be true to Maslow. We all know employees can’t focus on the bigger issues until they’ve achieved security regarding their basic needs. Demonstrate how your firm values people by valuing fair wages, benefits and bonuses that represent a fair share of the organizations’ rewards. Adopt an attitude of "we’re all in this together" for the good times as well as those that are challenging.
So What’s Next?

In her new book, Make More Money by Making Your Employees Happy, Dr. Noelle Nelson cites research that indicates "companies that effectively appreciate employee value enjoy a return on equity and assets more than triple that experienced by firms that don’t." A marketplace where 90% of employees indicate they are willing to move to a new organization demonstrates the significance of the need to connect with employees on the things that are important to their workplace satisfaction. Turnover is never cheap and can have such a significant impact on productivity.

From the Human Resources perception, it’s not all about wages and bonuses. Yes, everyone wants to be compensated fairly, but what we hear time and time again through employee surveys is that they also want to be included, consulted, appreciated, recognized and developed. There are many actions employers can take to engage with employees that are inexpensive, yet very beneficial for opening up communications and relationships.

I agree that no organization, government or private sector, should be holding retreats and meetings costing millions of dollars. However, it’s not the events we should be scrutinizing – they’re important. Employees need to connect with others to build teams. They need to be recognized for past contributions and receive training on new skills and technologies that they’ll be working with in the future. Meetings, retreats, or trainings organized for the purpose of developing your number one asset – people - should continue to be authorized. It’s the manner in which the event is planned and funded that should be receiving the extra review to ensure its within acceptable limits for employee development.

We all want the individuals we interact with, whether at a restaurant, our insurance company, our children’s’ school, the airport, hospital, mall, or at a government agency to be courteous, knowledgeable, helpful and competent. In order to ensure those good connections, workers need to be included in the commitment to taking care of business – the business of people management.

Please feel free to comment on this topic or to share this article with others. Thank you for taking the time to consider this information. Have a wonderful day.


 

This article was written by Deborah A. King, SPHR and President of Evolution Management, Inc. an SBA 8(a) certified firm. For 18 years, EMI’s team of experienced HR and change management consultants have been partnering with organizations interested in improving their workplace environments, as well as their organizational performance. We’d appreciate an opportunity to work with you. Contact us at 770.587.9032 or visit our website at www.evolutionmgt.com.

Tuesday, August 7, 2012

Change Takes More Than a Great Idea

Have you seen the movie Salmon Fishing in the Yemen? It’s a British romantic comedy based on a book written by Paul Torday.

I recently rented the movie having heard very little about it. Imagine my delight when, in the end, the movie reveals itself as a leadership training video, disguised as a comedy. Who would have expected a lesson for leaders on organization development and the process of successful change? Organization Development (OD), as you know if you’ve been reading this forum for any length of time, includes methodologies for working with planned change at the individual, team and organization level. Organization has a broad definition and includes individuals, teams, businesses, and social/economic communities of people (i.e., Yemen).

So without giving away too much of the plot and the ending, let me share the overview of the story from a leadership perspective. We all know that leaders are responsible for bringing about change. The change can be specifically focused on improving profits, streamlining processes, introducing new technologies, and building teams. It can be as intense as improving economic conditions or creating opportunities for dialogues about world peace.

Often leaders with a vision - an aha moment - see solutions and possibilities and get so excited about these newly discovered opportunities that they totally forget to think about what steps are necessary to ensure a successful change. Can you see where I’m going with this?

It doesn’t matter if your vision is to bring salmon fishing to the desert or to modernize your manufacturing plant with robots. And, it doesn’t matter if you have all the money required to pull off a wild new idea. What does matter is understanding that visionary decisions involving change require appropriate planning and ownership by more than just the leader.

Transition and Communication Plans

It doesn’t automatically happen that a leader has a brilliant idea and all the stakeholders required for success immediately jump on board. In fact, human nature is more likely to cause stakeholders to resist change more often than to embrace it. That’s an important point to keep in mind. Stakeholders need to understand, participate, and own the change.

As a result of this need, the participation of an OD consultant on the change leadership team is invaluable to the change leader, as the consultant (internal or external) will assist the leader in understanding and clarifying the current "As Is" opinions, perceptions and expectations of stakeholders. Armed with an appreciation of where stakeholders currently are in their thinking, the leader is better positioned to design the planning and communications strategies for how to navigate the organization and all its stakeholders from the "As Is" state to the desired new state of "To Be."

A typical Transition Plan will include activities such as:
  • Interviews and surveys to gather appropriate data from stakeholders
  • Invitations to stakeholders to participate in facilitated events to share information and brainstorm about what is required to support successful change
  • Identification of short and long-term risks and techniques for mitigating each situation
  • Development of a reasonable change pace, including schedules for data collection and analysis, identification of themes and recommendations for strategic interventions
  • Ideas on mitigating risk
  • Clarification of goals including responsibilities, accountabilities, tasks and metrics for recognizing success
One note about the pace of change – if the organization goes too fast, stakeholders may have a problem catching up. If the change is occurring too slowly, momentum may be difficult to establish and sustain. Gauging the right pace is an important element of understanding the "As Is" environment.

A Communications Plan is a second critical tool to ensure that the right stakeholders are receiving the right information through the right medium, at the right frequency. Not everyone needs to know, or wants to know, all the details of the change. Not everyone wants to participate at the same level. It’s the leader’s responsibility to clearly understand stakeholder needs and to accommodate them in a respectful, inclusive partnership for change.

You’ve heard it before: communicate, communicate, communicate. You can’t communicate too often. Individuals translate messages differently. Utilizing a variety of methods for getting the word out, opening up the two-way dialogues, and keeping everyone informed is not a small task. Plan for and utilize the skills of a good change communicator to provide stakeholders with up-to-date information. Without these avenues, human nature will have stakeholders guessing at how to fill in the blanks, and usually the results are not with upbeat, positive messages, but more than likely rumors grounded in doomsday, negative, doubtful messages.

So What’s Next?

I don’t want to spoil the movie for you, so let’s just end with a formula for positive, successful change:
Planning
Participation
Communications
Proper Project Speed

Economists continue to stress that US businesses are sitting on a lot of money, waiting to see what will happen with employment regulations and of course, the election in November. I caution business leaders about the dangers of leaping to invest and update business strategies too quickly before having a Plan of Action. Change can be an exciting journey if you’ve been involved in the planning and decision making. On the other hand, without appropriate information and participation, change can result in extreme behaviors grounded in fear and mistrust, blocking progress and innovation. And as we’ve seen in some situations, fears can go so far as to invite behaviors that sabotage any future change efforts by the leader.

So what’s next? If you’re a business leader and think that change is in the future of your organization, don’t wait until you’re ready to roll out the initiatives to realize you need to plan. If you’re not in a leadership position, encourage your leaders to take the time now to get the right people involved in understanding the vision, as well as helping to chart the course for a successful business shift. The first element to good project management is planning.

As always, I welcome your comments to my posting. Please share your thoughts below. If you found this article helpful, I’m very happy for you to pass it along to others. Have a great week.

This article was written by Deborah A King, SPHR, CEO and Organizational Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are energized about changing individual and workplace practices and can help you navigate a plan for successful change. Contact Debbie for more information: Debbie@evolutionmgt.com or 770.587.9032.

EMI is a certified woman-owned, small business and recently receive SBA certification into the 8(a) Business Development program.






Tuesday, July 24, 2012

Are You Asking the Right Questions?

We all do it: We all ask questions day in and day out. But have you ever wondered if you are asking the right questions?

A few days ago I stumbled across a book I hadn’t read in years, QBQ! The Question Behind the Question, written by John G. Miller as an aid for reframing questions in order to generate more personal accountability, which in turn results in a shift in attitude and resulting behaviors.

As I thumbed through the book, I reread his guidelines for creating a QBQ:
1. Begin with "What" or "How" (not "Why," "When," or "Who").
2. Include an "I" (not "they," "them," "we," or "you").
3. Focus on action.
You get it. Not "When are they going to do something about this?", but rather "What can I do?"

Sounds simple until you start putting it into practice in difficult situations where you’d like to blame someone else. By using the model you’ll find yourself taking some personal accountability for the solution that is needed. Isn’t that what our bosses are looking for today? Employees with creativity and a willingness to take risks in order to make a difference?

So when the book opened to the short chapter (it’s only two pages) entitled, "The Risk of Doing Nothing" I saw the conundrum our workplaces are dealing with having one foot in old school practices and beliefs and one in the new, yet to be defined. We’re asking employees to avoid failure, but at the same time be creative problem solvers. How can we expect new solutions and new thinking if we’re not prepared to applaud mistakes?

Is Inaction a Viable Alternative?

Some people will avoid taking a risk at any cost. This avoidance is usually fueled by fear. A fear of failure, of losing credibility, of stepping into the spotlight, or worse, a fear of making a mistake and losing a job as a result. But in today’s highly-competitive market, can anyone afford to allow fear to hold them back?

We all recognize that no job comes with a guarantee of job security – just look at the unemployment statistics. And it may seem like not rocking the boat will afford smooth sailing, but the counterintuitive reality reveals that the fear of taking initiative because of the perceived risks that may be involved could just land you in the unemployment line tomorrow. As Miller writes, "Taking action may seem risky, but doing nothing is a bigger risk!"

Organizations that have embraced lean manufacturing and Six Sigma methodologies recognize the importance of taking action through a process of asking the right questions. The right questions come from examining processes with the primary goal of maximizing customer value while minimizing waste.

When organizations encourage and nurture cultures where employees can safely step outside their comfort zone and take actions that have an element of associated risk, those employees are:
  • Learning and growing. Inaction on the other hand leads to stagnation and the inability to deal with change.
  • Discovering new solutions to old problems. Inaction is focused on the past, not the future.
  • Demonstrating courage and leadership. Inaction speaks volumes about fear.
  • Building confidence. Inaction shines a beacon on self-doubt.

As Miller writes, "It’s better to be one who is told to wait than one who waits to be told." Which behavioral style is your organization seeking?

So What’s Next?

Many organizations are still built on models of competitiveness and reprimands for failures. Performance management systems that rank employees against their peers. Reward and recognition programs based on the success of "established" processes, regardless of their current value to customers. It’s time for HR and OD leaders to take risks – to step out of the box and embrace bold changes. Inaction in this global, fast paced environment could cause the organization to stagnate and die.

I believe it’s time for leaders to develop organizational transition plans geared at shifting cultures. We need to embrace collaborative and supportive environments where individuals are encouraged to share knowledge and information, working together to find new solutions to organizational problems - and that means getting comfortable with failure. Did you know that Henry Ford, known today for his innovative assembly line and American-made cars, failed in early business attempts that left him broke five times before he founded Ford Motor Company? Making mistakes is an important part of the growth process. As information evolves and is transmitted so quickly, we need organizations filled with employees willing to share knowledge, not hang on to it because they want to be promoted over their colleagues.

It’s also time to re-evaluate our performance management systems and move toward continuous recognition of individuals for their strengths and contributions, as well as how they partner and work with others to improve workplace performance, profitability and customer satisfaction. In an environment where knowledge and ideas must be shared across disciplines and business lines in order to survive, it just doesn’t make sense to support old HR processes that undermine teamwork. The old "forced ranking" system that American businesses came to love as a result of its success at GE appears to be fading. A recent report published by the Institute for Corporate Productivity indicated the percentage of "high-performing" companies using forced ranking systems has plummeted from 49% to 14% in just two years.

Successful organizations are realizing that it’s not only time to ensure we have the right individuals doing the right work, but we need to be asking the right questions. A one-size-fits-all approach to operational and people management isn’t practical. These organizations are recognizing the value of cultivating a solid approach to organization development planning and implementation. They know there is no magic bullet or short-cut to good management practices of people, and ultimately the management of the business. It’s not about ranking or the numbers, it’s about dialogue.

So, are you and your business leaders asking the right questions? As you prepare for your fall retreats and strategic planning events for the coming year, I encourage you that this might be the most valuable question you can ask.

As always, I welcome your comments to my article. Please share your thoughts below. If you found this article helpful, I appreciate you sharing it with others. Have a great week.


This article was written by Deborah A. King, SPHR, CEO and Sr. Organizational Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are passionate about change and embracing the organizational designs and needs for a successful future. Contact Debbie for more information: Debbie@evolutionmgt.com or 770.587.9032.




Thursday, July 12, 2012

To Be Successful, Manage Your Morning


I don’t know about you, but when the calendar turned to July 1st, I was asking, "What happened to May and June?" And does anyone else feel like you just get your day started and the next thing you know it’s time for dinner? What’s happening to make our days spin by so quickly?

Obviously it has nothing to do with the changes in nature. The earth is still spinning at the same speed – 24 hours. The problem seems to be with how well or poorly we are managing our time. Our expectations for a 9-to-5 work life, with weekends spent relaxing with family or a good book seem to have all but vanished. Instead, our expectations have morphed into an addictive world of 24/7/365 information and connectivity and an illusion that with all this information and technology we can do more. I refer to an illusion because even with all the gadgets we can surround ourselves with, the clock still ticks 60 times for every minute. Other things may be changing, but the human capacity element of this equation is still the same.

Is it Time to Reassess Your Time Management Practices?

Since I offer time management workshops to my clients, I’m very careful to not be a hypocrite; on one hand espousing great techniques for managing balance and order in your schedule, while on the other spinning out of control trying to catch up with my own commitments and projects. But every now and then even the doctor has to take a step back and check on healthy habits.

Recently Fast Company.com published an article by Laura Vanderkam, a nationally recognized journalist and author of the book, What The Most Successful People Do Before Breakfast. I’m sure all of us have attended a time management workshop at some point, and have tried to develop and incorporate new habits into our lives based on the techniques shared. Changing habits can be a difficult task. Like with any behavioral change, it’s easy, especially when stressed, to fall back into old routines. So as Laura suggests, periodically monitoring how you’re doing is a good practice to maintain in order to sustain the changes you are interested in.

When I saw Laura’s article I was intrigued, because clearly I needed to take time to assess what I’ve got going on if I’m missing entire months! And she’s right: For most people the early morning hours are a great time to get things done. Mornings usually offer the best window of opportunity for time with minimum interruptions – which we know is a major derailer of our efforts to manage our time.

Personally, in an ideal world, I like to get my 4-mile walk started about 6:30 a.m. This works for me because it allows me time to get in my exercise before some ‘emergency’ wakes up, it provides me a guilt-free schedule that doesn’t cut into my work time, and I get the added benefits of ‘quiet time' - being with nature, renewed energy, and an opportunity to think about how I will organize my day when I do get to my desk. But as we all experience, the world doesn’t always offer the ideal.

In the past I’ve written about time management and suggested techniques such as:
  • Turn off your email pop-up feature when you’re working on your computer so you aren’t inviting interruptions.
  • Put an ‘away message’ on your phone and computer to help others manage their expectations of when you’ll get back to them.
  • Schedule ‘out of the office’ time to work on major projects or chunks of work where you need to be totally focused due to content or schedule.
  • Be mindful that more hours worked does not equate to better productivity; in fact, at some point overtime hours transform into less productive time.
  • Multi-tasking doesn’t make us more efficient; in fact, studies are confirming what we intuitively experience, all those tasks are really interrupters for each other. Best to do one thing at a time.

Here are a few additional points from Laura to help you, if you are interested in reassessing how you start and manage your day:
  • Track your time – To improve how you’re spending your time you have to know what you’re doing with it right now. Be aware of the decisions you are making and the reasons behind what you think you have to do.
  • Picture the perfect morning – As you are visioning how to spend possibly the best hours of the day, consider what you would enjoy doing, as well as utilizing some of this time for personal and professional growth.
  • Think through the logistics – Create the plan and assemble what you need for success.
  • Build the habit – Laura’s 5-step process to optimize a behavioral change: start slow, monitor your energy, attempt one habit at a time, and reward yourself.
  • Tune up as necessary – This is an important step, not to be overlooked. As you step back and reflect on what’s working and not working with your time management practices, be willing to let go of the rituals that no longer work and replace them with others that fit your current life.

So What’s Next?

Change is continuously happening and that change is impacting the way we work and play. We can’t assume the routine that worked for us last year or last week for that matter, is the optimal routine of what we should be doing tomorrow.

In organizational planning, we conduct assessments of the current requirements, consider the needs for the future, and work on plans to close the gaps between the points in time. The same process works for personal change. Consider what you’re doing now, what’s working and not, and how you vision using your time in the future. Once you’ve got a handle on what needs to change, the appropriate actions will become apparent.

If you’d like to read more specifics about Laura’s tips, check out her Fast Company article. Healthy living requires a balance of time for work, play, spirituality, family, friends, ourselves and community - not in any particular order. It’s a constant tug-of-war to find the ‘time.’ However, initiating and monitoring good habits can make it possible.

As always, I welcome your comments to my posting. Please share your thoughts below. If you found this article helpful, I’m very happy for you to pass it along to others. Have a great week.



This article was written by Deborah A King, SPHR, CEO and Organizational Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are energized about changing individual and workplace practices and can help you navigate a plan for successful change. Contact Debbie for more information: Debbie@evolutionmgt.com or 770.587.9032.

Larry Lewis
(Article or MP3 Options)

Tuesday, April 24, 2012

The Workplace Civility Toolkit

More than once today I witnessed an interpersonal exchange between two people and wondered, "Whatever happened to extending basic courtesies?" I’m finding myself thinking about this question more and more these days. I’m also finding my clients are suffering from this growing epidemic – disrespectful behaviors in the workplace. Issues are surfacing in the form of:
  • Low morale and disengagement
  • Negative impact of conflicts on productivity and efficiencies
  • Lost management hours spent counseling and re-counseling co-workers
  • Declining customer satisfaction based on encountering ‘rude’ employee behaviors
  • Lost revenues as a result of customers taking their business where they are treated with respect
  • Increase in financial penalties resulting from EEOC and harassment claims.
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So what’s fueling this increase in disrespectful behaviors? There probably are a lot of things. Let’s face it, life has become more stressful. It doesn’t matter if we’re talking about doing more with less at work, or looking for a job, or trying to keep up with technology or protecting ourselves from the uncertainty of global financial issues. Plus, as more components of our society are accepting and promoting rude behaviors as ‘cool,’ it reinforces that it’s ok. But don’t get me wrong, that doesn’t give anyone a license to be rude.

I think we’re at a critical point where organizations, families, and communities need to reintroduce the idea of ‘civility’ into personal and professional engagements. When I think about civility, I’m envisioning more than just polite courtesies. The word ‘civility’ is derived from the Old French and Latin term for ‘good citizen,’ and translates to living respectfully in a community. Civility is an essential component of human sustainability, enabling people not only to survive, but to thrive. So beyond focusing on stress and anger management training and counseling, what can we do to return our workplaces to a more civil environment?

Best Practices

It’s important for organizations not only to ‘talk the talk’ of civility, but also to demonstrate it. Along with the leadership’s demonstrated commitment to respectful living, they also need to hold workers accountable for the same standards of civil engagement. Here are a few ‘tools’ or best practices that can help employees do their part to improve workplace relationships and ultimately retention and productivity, while reducing the risk of lawsuits:

  1. Make a habit of practicing kindness, generosity and gratitude. Not only does this make a positive impact on morale and productivity, but research has shown that people who approach life from this perspective live longer, are healthier and are happier.
  2. Create spaces for employees to nurture social relationships in order to know each other as people as well as co-workers. Make sure employees understand the importance of balancing ‘on line’ relationships with face-to-face conversations. Email and text messaging is not always a reliable form of communication and often results in misunderstanding.
  3. Offer training and coaching to leaders, managers and employees to help them build and strengthen their communication skills with options for respectfully approaching difficult conversations, dealing with different work styles, and resolving workplace conflicts.
  4. Offer assistance to managers and co-workers who are struggling with resolving a conflict on their own. The longer the conflict lingers, the harder it will be for the employees to resolve, and the more negative an impact it will have on the office environment as a whole.
  5. Commit to a zero tolerance for workplace vulgarity, as well as harassing and bullying behaviors. I realize that identifying harassing and bullying behaviors can be subjective, but if an employee perceives behaviors as disrespectful, that should be enough of a reason to ask the co-worker to stop the behavior.
So What’s Next?

Creating working communities that practice civility isn’t hard. Employees just need to be reminded of the simple guidelines and performance expectations for monitoring their own behaviors. As employees realize management is serious about improving the workplace culture, they’ll also see the benefits of everyone doing their part. Ignoring this disturbing trend by doing nothing to improve the level of respect shared between co-workers and stakeholders is not a viable strategy. The choice to take no action will only result in a workplace filled with more troubled relationships and give competitors an advantage.

As always, I welcome your comments to my posting; please share your thoughts below. I appreciate your sharing a copy of this article with others you believe will find it interesting. Have a great week.

This article was written by Deborah A. King, SPHR, CEO and Sr. Organization Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are ready to assist with organizational assessments, team development, training and the integration of a message of civility into human resource policies, practices and workplace culture.

If you’re interested in learning more about our services, please contact us at www.evolutionmgt.com or 770.587.9032.


Wednesday, April 11, 2012

Is Your Workplace Harassment Free?

Is your organization "aware enough" to sustain a harassment-free workplace without periodic reminders? If your answer is yes, you might want to reconsider as it appears that even in 2012 it’s still necessary to advocate for dialogues and training about respecting others.

To be honest, this topic continues to be important because there are people among us that:
  1. don’t know how to properly handle the power of their authority.
  2. aren’t comfortable with people that are different from them.
  3. don’t have the benefit of years of work experience and development of collegial relationships with people who have different traditions, customs, languages, and beliefs from the ones they were brought up with.
  4. aren’t knowledgeable about improving interpersonal skills by increasing their Emotional Intelligence.
  5. have problems with anger management and may not realize its potential impact on co-workers.
  6. aren’t properly managing their stress, anxiety, depression, or even addiction.

Do you have any people in your workplace with these types of issues? Judging by the news reports, EEOC claims and increasing employment lawsuits each year, it’s very likely you do.

We see it everywhere: the world has become smaller, more integrated, and workplaces are global. That means a greater workplace mix of customs, accents, holidays, skin color, work and life traditions, religion, belief systems, cooking, music, sexual orientations, physical challenges… I could go on and on. The point is, everyone in the organization, from the CEO down, has a responsibility to RESPECT the person they are dealing with, internally or externally. And, because we are all human, sometimes we need a little reminding of what that really means.

Leadership Actions

HR and business leaders can best serve their organizations by assessing and building a strategy to address specific cultural needs. However, here are a few general guidelines every organization can benefit from. Consider including these in your strategy to promote civility, respect and engagement in the workplace:

Offer mandatory, updated training each year – the issues involved with respect in the workplace continue to expand. There are compliance requirements for training topics such as sexual harassment. However, a topic like workplace bullying is just as important, but not yet required. Make sure your training is inclusive of all the issues of diversity being experienced today.

Incorporate an interpersonal skills competency standard into the hiring model. Not many of us are filling jobs that are successfully performed in isolation of co-workers, vendors, agencies, customers, or distributors. Ensure your hiring model includes a component for assessing communication and interpersonal skills, and include questions regarding interpersonal relationships when completing references. Hiring the "right" skills sets can help to reduce and eliminate problems down the road.

Coach new managers on the proper use of new authorities. Businesses often assume individuals know how to be a supervisor or a leader once they receive the title, and you know what they say about assuming. Establish a coaching program based on specific leadership competencies and values and help new managers build the right foundation for respecting differences from the start of their new careers. A program like this could also be offered to existing managers struggling to adjust to the range of workplace differences they may be encountering.

Offer coaching to managers, leaders and employees struggling with workplace change or conflict – change isn’t natural. Humans are creatures of habit. Be aware of conflicts between co-workers or employees struggling to implement healthy changes to support updated business strategies. Offer coaching assistance to help them work through the changes before their frustrations become drivers for unhealthy, disrespectful behaviors.

Promote the benefits of assistance offered by healthcare and Employee Assistance Programs. Employees usually read through their healthcare benefits at enrollment time, and perhaps when they need a physical, dental, or vision procedure. But they may not remember, or be too embarrassed to ask, about assistance with stress, anger, or depression.

Continuously promote the organization’s core values. Tie the core values to everything the organization is doing through hiring models, performance goals, position descriptions, mentoring opportunities, and performance recognition. Aligning with these values should be an easy way to ensure respectful dealings with others.

Ensure job designs and performance goals are realistic. Do not unintentionally impose impractical expectations that cannot be achieved by ethical, respectful, and reasonable practices. We’re all operating in a mindset of "leaner and meaner" and sometimes we don’t realize that cliché may be delivering more than we intended. If the goal is to treat each other with respect, start by making sure the organization is demonstrating respectful practices with each of its employees, so they can pass it along.

Help workers with workplace etiquette expectations and standards. Just by virtue of the explosion of social media, instant messaging, texting, and smart phones, individuals are becoming more comfortable typing out a message rather than verbalizing it. Most workplace environments need an appropriate mix of both. Provide training and coaching to help employees be successful in both types of communication.

What’s Next?

April, I just learned, is Sexual Assault Awareness Month. Sexual assault is a very disturbing and real problem, an issue we should all be aware of and committed to eliminating. Thinking about this brought up considerations of other issues that are just as important, such as workplace bullying, and sexual harassment. Analyzing these types of workplace problems, it becomes clear that they all involve a common message – RESPECT.

The work world will continue to get smaller, meaning that we will become more and more aware of things and people who are different from us. Building a business case for zero tolerance of any act of disrespect is imperative to sustaining best business practices in areas such as recruitment, retention or sales strategies.

According to a recently updated article by the Society for Human Resource Management (SHRM), "Employers today must have programs that focus on prevention and correction for acts that involve harassment, bullying, violence, etc. While not expressly mandated by any federal law, courts, the EEOC and many state and local laws have made anti-harassment policies, complaint procedures and workforce training a necessity for employees to successfully minimize and defend against liability arising from workplace harassment." Organizations do not have the option to wait until the government mandates training for each type of harassment. The time to ensure a sustainable zero-tolerance strategy is now.

Build a strong zero-tolerance platform that is sustainable through future refinements and updates. Consider the various types of media available for distribution of your training and zero-tolerance messages. Be clear with performance expectations, as they relate to zero-tolerance from candidates, employees, vendors and customers. If everyone is aware and is doing their part, the negative impact to your organization should be minimal to none. The "none" is our target.


As always, I welcome your comments to my posting; please share your thoughts below. I appreciate your sharing a copy of this article with others you believe will find it interesting. Have a great week.

This article was written by Deborah A. King, SPHR, CEO and Sr. Organization Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are ready to assist with organizational assessments, design, development and facilitation of zero-tolerance policies, procedures, and training, and the integration of a zero-tolerance message into existing human resource practices and workplace culture.

If you’re interested in learning more about our services, please contact us at www.evolutionmgt.com or 770.587.9032.



Tuesday, March 27, 2012

Are You Ready to Conduct a Workplace Investigation?

How would your workplace culture, attention to employee safety, or commitment to a workplace free from harassment look if it was being examined by others outside of your organization? Would it live up to the corporate branding and messaging shared with internal and external stakeholders? Would outsiders view your corporate practices and decisions as fair and equitable?

Tillman Coffey of Fisher & Phillips LLP posed an interesting question at the recent SHRM-Atlanta Conference, “How Would This Look in Court?” Tillman’s presentation focused specifically on witness depositions, something corporate leaders, especially human resource professionals, participate in. His presentation was engaging, humorous, and educational. In the entertaining video Fisher & Phillips created to illustrate how challenging depositions can be, there was one question asked of the “HR Manager” that stood out for me. The question was, “What type of training have you personally had on how to conduct a workplace sexual harassment investigation?” Conducting a workplace investigation is serious business and shouldn’t be taken lightly. Organizations should ensure personnel charged with leading investigations receive the proper training in order to be confident and credible in the undertaking.

As an overview of the phases and nuances to be considered, here are some suggested best practices to include in an investigation strategy:

Treat the Allegations Seriously

As a general rule, the employer should take immediate steps any time an employee makes an informal or formal complaint, or when a manager witnesses or has reason to suspect employee misconduct that violates workplace policies. These steps could include:
  • Develop an investigation strategy, including designing the appropriate questions
  • Protect those involved from workplace disruption
  • Attempt to resolve the alleged conflict as quickly as possible
Situations such as on-the-job accidents, workplace harassment, ethics, and whistleblowing will be subject to compliance with federal, state or local investigation requirements. In these circumstances engaging with legal counsel may be necessary.

As demonstrated by Tillman’s video "spoof," there are also a number of things an employer should not do when an employee complains:
  • Joke about the situation
  • Take sides or give personal opinions
  • Fire the complainer
  • Discuss the complaint with others who are not involved

Choose the Right Investigator

The Society for Human Resource Management (SHRM) defines the hallmarks of the "right" investigator as someone with the right level of experience, neutrality and objectivity. The HR manager is often tapped to conduct an investigation because of the nature of the position, the ability to remain neutral and strong competencies in the areas of interpersonal skills. However, this isn’t a "given." In some situations there could be a disadvantage to HR taking on this role if there has been no relevant training, or there is a possibility the employee will view HR as being too closely aligned with management.

Depending on the circumstances and the individuals involved, there are other options for assigning an investigation leader: internal security personnel, outside HR consultant, and in-house or outside legal counsel.

Legal Issues

Even when the decision is made to not have legal counsel take the lead on the investigation, it is probably worth the investment to work with counsel to outline the legal issues associated in the investigation. This conversation may involve exploring topics such as:
  • Employee perceived or legal rights for privacy
  • Guidance issued by the Equal Employment Opportunity Commission (EEOC) to ensure proper steps are taken in cases involving alleged harassment
  • Dispute resolution terms included in Collective Bargaining Agreements
  • Management of relevant documents to the investigation
  • Process for coordination with internal and external media outlets

Investigate Thoroughly

Begin the investigation process by meeting with the employee who brought the complaint forward and then follow up by meeting with the alleged wrongdoer and all witnesses identified by either party.
  • Allow each individual the opportunity to tell their story without interruption
  • Take detailed notes; document facts, not opinions or conclusions
  • Obtain relevant documentation
  • Maintain confidentiality – only disclose information on a "need to know" basis
  • Advise parties involved to keep information about the investigation confidential

Don’t Get Bogged Down

The investigator should stay in touch with both parties throughout the investigation to let them know things are still proceeding. Often the investigator is faced with a "he said/she said" dilemma which can sends the process in circles. The law firm of Ford & Harrison suggests assessing the credibility of witnesses based on these factors to aid in making a judgment as to whether the events happened as described:
Demeanor, Consistency, Chronology, Corroboration, Plausibility, History and Motivation

Complete the Investigation

After gathering the facts, the investigator will review the information and make a credible determination based on a "preponderance of the evidence." Depending on the circumstances the employer may request a written report or a verbal debrief. Be prepared to discuss investigation methods, conclusions and recommendations, as appropriate.

If the investigator concludes improper conduct did occur, disciplinary action must be determined. This usually is the responsibility of decision-makers on the leadership team, including HR. Once the action is determined, the employee who filed the complaint should be advised of the corrective action that will be taken.

Naturally, the employee accused of wrong-doing will be advised of the results of the investigation and the plan for corrective action to be taken. The investigator keeps the conversation brief, summarizing the findings along with next steps. It’s also important to remind the employee that the findings were based on what is and is not acceptable workplace behavior.

If the investigator concludes there were no findings of misconduct, the discussion with the complainant will focus on the employer’s commitment to continue to provide a respectful, harassment- and retaliation-free workplace environment. The meeting with the accused employee will focus on the fact that there were no findings of wrong doing and that retaliation will not be tolerated, and may be cause for further investigation.

Documentation

In most situations, documentation of interviews and other oral communications conducted during the investigation will be summarized in writing, and signed by the respective parties to confirm the facts. Legal counsel will advise HR about what level of documentation is appropriate for the investigation. Maintenance of any investigation documentation should be separate from the personnel files of the individuals involved.

Obviously, I’m an HR/OD Consultant, not an attorney, so none of this information is presented as legal advice. The purpose is to draw attention to key protocols to be considered when planning to conduct a workplace investigation. The point Mr. Coffey made in his presentation was to be aware and sensitive to the fact that seemingly routine HR issues often lead to litigation and most often they look different in court than they did in the office. If "people issues" surface in your organization, I hope these highlights will be helpful in determining your strategy.

As always, I welcome your comments to my posting; please click below. If you found this article interesting and helpful, I’m very happy for you to pass it along to others. Have a great week.

This article was written by Deborah A. King, SPHR, CEO and Sr. Organization Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are ready to assist with the design and implementation of HR and OD initiatives. Contact us for more information; www.evolutionmgt.com; 770.587.9032.





Sunday, February 19, 2012

Checklist for Business Success

For many businesses, the weakened economy has created unprecedented pressure to cut costs, eliminate waste, and improve performance efficiencies. As a result, innovative and creative organizations have become models for working smarter.

Here’s my checklist of 8 initiatives for making 2012 your most successful year:
  1. Clarify the mission, purpose, of the organization. It all starts here. If employees don’t understand why the organization exists, and more importantly how what each employee does aligns with why the organization exists, the rest doesn’t really matter.
  2. Identify the competencies required to be successful in each job. No one works the same way they did three or four years ago. Take a fresh look at work processes to ensure recruitment, hiring, training, advancement and performance management systems are aligned with the individual characteristics required for success in each position. This includes knowledge, skills, abilities, self image, traits, mindsets, feelings and ways of thinking.
  3. Maximize technology. Utilize the cloud, social media, and technological advancements to ensure maximization of efficiencies and elimination of duplication. Don’t overlook sophisticated tools available to streamline labor intensive processes so often found in departments such as HR. HRSmart is one example of an easy to-use technology that improves efficiencies while saving time and money. 
  4. Embrace new work models. Employees today want flexibility to work where, when and how they want to. A recent study by CoreNet Global indicates that radical changes in technology and the way we work will require evolving to a landscape of flexible workplace strategies, including allowing employees to BYOT (bring their own technology), teleworking, and replacing cubicles with open, collaborative workspaces.
  5. Prepare leaders for the future. Change is happening quickly and executives and managers are required to keep up with the pace. Embracing a leadership development program that couples learning with executive coaching allows individuals to personalize the learning while modifying their preferences related to things such as how they communicate, embrace differences, and model change acceptance.
  6. Embrace sustainability. No matter what your business focus, there are ways to make a difference to three bottom lines: social, economic, and environmental. Although the concept of sustainability has become somewhat diluted by the overuse of the word, stay focused on the original intention – to meet present needs without compromising the ability of future generations to meet their needs. I’m sure you can find ways to make a positive impact.
  7. Develop adaptability and flexibility. The reality is that continuous change is here to stay. Teach all your stakeholders how to embrace it and more so, how to look beyond the change and envision what will be required by the next wave. If you didn’t catch it earlier this month, read my article on Succeeding with Chaos.
  8. Do your homework on global trends and forecasts. It’s impossible to always keep your finger on the pulse of such a dynamic globe. However, since our economies and financial systems are more entwined globally, it’s critical to stay aware of what’s going on around the world and operate in a fashion that understands the impacts of the "butterfly effect." The world is becoming smaller everyday and by the time you hear it on the evening news, or read it on Google News it’s too late. Position yourself for a view into the future to guide your change management strategies.
So What's Next?

So what’s on your list that I missed on mine? Perhaps you’ll take a moment to leave a comment and share it with us.

As a business owner, I’m sensing that businesses and government agencies are more interested in talking about change initiatives this year than the last two. That’s a good sign. We can’t get the economy growing again without businesses, especially small businesses, taking the initiative to make the necessary changes for the future. Yes, there is risk with taking action. However, the decision to do nothing also carries tremendous risk and could lead to extinction.

We’ve all got to do our homework when it comes to global trends and forecasts. Perhaps what I listed as #8 on my checklist should be #1. Checking in on the research and ideas of futurists such as Richard Worzel and others from time to time can be very helpful in aiding you to envision what the future might bring and to help prepare for the impact those changes will have on your business. Attending conferences, such as those presented by the World Future Society, to engage with thought-leaders offers a wonderful front row seat for a peek at what’s to come.

The world has and continues to change and so must we. My checklist is a mix of organization development and human resource management tasks to be considered in concert with each other. If you haven’t already done so, take stock of where your organization is on these eight actions I’m suggesting will make a difference in the success of your organization. Based on that assessment, organize your To Do List, getting buy-in from stakeholders. Where necessary, fill in resource gaps with outsourced expertise and get busy positioning your workplace for the future. It’s right around the corner.

As always, I welcome your comments to my posting. Please click below to share your thoughts. If you found this article interesting and helpful, I’m very happy for you to pass it along to others. Have a great week.

This article was written by Deborah A. King, SPHR, CEO and Sr. Organizational Effectiveness Consultant with Evolution Management, Inc. Debbie and her team are energized about changing times and can help your organization navigate the human and operational journeys to the future. Contact us for more information; www.evolutionmgt.com; 770.587.9032