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Mergers: How to Manage & Coach People Through Change

08 28 2013

How to Coach & Manage People Through Change

Business Strategy and Implementation, Corporate Therapy, Mergers: How to Manage & Coach People Through Change

August 2013

 

This is where you are, but… THIS is where you WANT to be…
People attend meetings, but they clearly aren’t working together nor are they working toward the same goals.Some people are overly cautious and quiet while others are playing a silent game of tug-o-war. Problems, both spoken and unspoken, are discussed and effectively dealt with so that the team may focus on the tasks at hand. Additional evidence of improved communication can be seen by alleviating tension, as well as stressing joint camaraderie and vision. There are measurable reductions in the change timelines and expenses.
We have a clear vision of what our end results should look like, but we don’t have a step by step process on how to get there. We don’t have a process to get our people to buy into our vision. Leaders, managers, and employees possess the skills necessary to navigate the ten stages of change which will help them be more creative and productive sooner. When people become aligned around and supportive of a common vision, their ability to embrace change increases.
This change process is creating challenges between management and employees that I’ve never encountered before. Leadership knows what employees need based on what they say and on which stage in the change process they are in. Leaders will know how to motivate or assist employees through all ten stages of the change process. Alternate solutions to management/employee challenges are found with effective techniques and clear results. Individual, group and organization performance will be measurably improved.
Leadership is making haphazard, uncalculated short-term decisions in order to ‘put out the fires.’ Reactive rather than proactive problem solving is not the approach we want to use, but leadership does not yet have the skills or knowledge to effectively implement any other approach. Management/leadership has a definite grasp of what behaviors to look for and what to say in various situations to elicit desired results. Communication and effectiveness are improved between management and staff. Bottom line objectives are met or exceeded.

 

Leadership Skills Necessary to Support Change

Over and over people bemoan, “Things are changing faster than ever.” Changes in what we do, how we do it, and who we do it with can leave employees out of breath and overwhelmed. Because employees often feel caught in the middle of all of these changes, leadership needs to know what employees are experiencing and what to do to assist them. All will benefit when guided respectfully through the predictable reactions to the various stages of change. The reactions may include conditions such as debilitating stress, poor morale, attitudes of non-commitment, and reactionary impulses, just to name a few.

The ineffective “olden days” when top leadership mandated, “Jump!”, and all employees responded with, “How high?” are gone. Companies nowadays have to change their focus quickly to excel through these more complex times. From the mass production models of the industrial revolution to today’s technology-based, high-speed information systems to the rapid-fire future issues of our global economy that are just around the corner, it behooves all of us to find a systematic way to grow ourselves and our people. The secret is to take the time to realign, rebuild, and recharge our departments and divisions, as well as to empower and revitalize those seemingly tired, angry employees to go forward, step up, and successfully meet the challenges that come with any change. Experiencing any major change process, like a merger, for example, is similar to experiencing a surgery. Like with surgery, every decision that is made before, during, or closely after the experience will likely do one of two things: move you closer to your vision (in the case of a merger, your vision would likely be to increase your market share as a result of the merger) or spiral your condition downward quickly. Spiraling downward quickly after a merger because you let things get out of hand could rapidly cost your company precious time, money, customers, and staff resources. You especially want to make wise, careful choices at these times.

Let me show you today how you can increase your market share by implementing these three crucial elements:

  1. Leading, managing, and coaching employees through the ten stages of change; understanding the behaviors that individuals and groups go through during a major change process and the management techniques necessary for meeting your objectives.
  2. Leading and managing people through feedback.
  3. Creating buy-in; giving your people a voice so they will develop the intrinsic ownership of the vision which will be necessary for a successful merger.

 

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 1:36 PM

08 28 2013

5 Stages to Empowering Your People and Successfully Implementing Change

Business Management Consulting, Business Strategy and Implementation, Communication Issues, Mergers: How to Manage & Coach People Through Change, Mergers: How to Manage Organizational Change

August 2013

 

Stop for a moment and ask yourself: What significant changes are you and your team facing this season – perhaps a company or department merger, leader or employee development, or a new marketing approach? You probably have all the means – the site, the people, resources, even the blueprints for change – but do you have the ways? Do your people have the skills, knowledge, and experience to avoid lost time, lost tempers, and lost revenue? Can you grow your people and grow your organization, while also experiencing major change?

To successfully navigate and implement a merger or any major change effort, you will need to move your people into, through, and beyond the status quo. This means getting and keeping their buy-in and follow-through based on real trust and shared values. Can you help yourself while also helping them? Yes, it is possible, if you don’t mind putting yourself in what may become a highly political or vulnerable position. Mergers, for instance, induce some significant growing pains. They often lead to the loss of key staff and resources, as well as precious time and money. You may well be able to do it yourself, but keep this fact in mind: Do-it-yourself-ers are one of the main reasons 80% of all mergers fail, and fail miserably, at that. Is this what you want for your people (and your own sanity)?

You have some options. Remember the old adage, knowledge is power? Well, in this case this saying still rings true. Becoming knowledgeable about change can make the difference. The building blocks of change are: Pre-contemplation, Contemplation, Preparation, Action, and Maintenance. Knowing these five distinct stages of change and how to guide your staff through these stages will build a safety net around your staff and make them more productive sooner. Knowing the stages of change will make a real difference when you are seeking to keep rather than lose key people, maintain calm rather than suffer chaos, and know success rather than endure failure.

Helping your people anticipate and become comfortable with each next step, each natural and normal stage in a change process, will build their capacity as individuals and successful team players. This knowledge will have positive long-term, as well as short-term results.

Regardless of which stage a person is in, to get maximum results, it is essential to do the right thing at the right time within that stage. As leaders, we must have the foresight to recognize that each stage is equally important. Skipping or rushing through a stage would be misguided, because it would likely backfire and only slow down the process of productive change. Therefore, it is wise to learn how to slow down and take the time that is needed. In order to get it done faster, you must start slowly.

Five Basic Stages of Change: For a more comprehensive list on change go to: http://www.internalbusinesssolutions.com/?s=ten+stages+of+change&submit=

Pre-contemplation. In this initial stage, individuals may be outwardly unaware of their problems or be in denial. Either way, they definitely do not want to appear broken or damaged. As a general rule, “Pre-contemplators” often wish other people would change, as in: “How can I get my superior to quit bothering me about my poor people skills? That’s just who I am.” or “Things will change during the next quarter when I get through this especially tough assignment.”

Contemplation. Contemplators are aware that they face problems and are seriously thinking about grappling with these problems sometime within the next six months.

Preparation. Individuals and organizations at this stage intend to take action within the next month. These individuals have taken personal responsibility for causing or contributing the need for change. In addition, these individuals have set a personalized measurable goal – a change that is under one’s own control, rather than dependent on someone else’s behavior.

Action. In this stage, individuals and organizations are taking concrete steps to change their behavior, experiences, or environment, in order to overcome their problems. Because action often brings up feelings of guilt, failure, coercion, and yearning to resume old familiar behaviors, individuals and organizations typically need a lot of support during this period. A sobering statistic: at any given time, only 10-15 percent of individuals or organizations in the process of change are engaged in the action stage.

Maintenance. During this stage, individuals and organizations work to consolidate their gains and prevent relapse. It is important that individuals and organizations remember that all merger experiences are different. Assuming a one-size-fits-all approach will not work! Instead, assess the group as individuals, to determine their stage of change. Go slowly. Anticipate backsliding. While the term “stages of change” suggests that change marches forward in a step-by-step, linear fashion, it actually occurs in a spiral pattern, meaning change comes in both forward and backward movement. This is normal and to be expected. Good leaders should educate their staff and clients about the inevitable spiraling nature of change to help counteract doubt, shame, and frustration about regressing to earlier stages.

 

All major change efforts have the probability of providing great opportunities for financial, organizational, and interpersonal growth. Designing the plan for change is the easy part. Implementing the plan effectively and gaining buy-in from all participants is where most leaders fall short. Take the time to assess your people as individuals, as well as in their teams. Know what to look for in advance. Understand the five stages of change and improve your odds of being successful.

 

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 12:10 PM

08 21 2013

Mergers & Family Business Succession Plans: How to Coach and Manage People Through Change

Corporate Therapy, Mergers: How to Manage & Coach People Through Change, Mergers: How to Manage Organizational Change

August 2013

 

This is where you are, but… THIS is where you WANT to be…
  • People attend meetings, but they clearly aren’t working together nor are they working toward the same goals.
  • Some people are overly cautious and quiet while others are playing a silent game of tug-o-war.
  1. Problems, both spoken and unspoken, are discussed and effectively dealt with so that the team may focus on the tasks at hand.
  2. Additional evidence of improved communication can be seen by alleviating tension, as well as stressing joint camaraderie and vision.
  3. There are measurable reductions in the change timelines and expenses.
  • We have a clear vision of what our end results should look like, but we don’t have a step by step process on how to get there.
  • We don’t have a process to get our people to buy into our vision.
  1. Leaders, managers, and employees possess the skills necessary to navigate the ten stages of change which will help them be more creative and productive sooner.
  2. When people become aligned around and supportive of a common vision, their ability to embrace change increases.
  • This change process is creating challenges between management and employees that I’ve never encountered before.
  1. Leadership knows what employees need based on what they say and on which stage in the change process they are in.
  2. Leaders will know how to motivate or assist employees through all ten stages of the change process.
  3. Alternate solutions to management/employee challenges are found with effective techniques and clear results.
  4. Individual, group and organization performance will be measurably improved.
  • Leadership is making haphazard, uncalculated short-term decisions in order to ‘put out the fires.’
  • Reactive rather than proactive problem solving is not the approach we want to use, but leadership does not yet have the skills or knowledge to effectively implement any other approach.
  1. Management/leadership has a definite grasp of what behaviors to look for and what to say in various situations to elicit desired results.
  2. Communication and effectiveness are improved between management and staff.
  3. Bottom line objectives are met or exceeded.

Leadership Skills Necessary to Support Change

Over and over people bemoan, “Things are changing faster than ever.” Changes in what we do, how we do it, and who we do it with can leave employees out of breath and overwhelmed. Because employees and family members often feel caught in the middle of all of these changes, leadership needs to know what people are experiencing and what to do to assist them. All will benefit when guided respectfully through the predictable reactions to the various stages of change. The reactions may include conditions such as debilitating stress, poor morale, attitudes of non-commitment, and reactionary impulses, just to name a few.

The ineffective “olden days” when top leadership mandated, “Jump!”, and all employees responded with, “How high?” are gone. Companies nowadays have to change their focus quickly to excel through these more complex times. From the mass production models of the industrial revolution to today’s technology-based, high-speed information systems to the rapid-fire future issues of our global economy that are just around the corner, it behooves all of us to find a systematic way to grow ourselves and our people. The secret is to take the time to realign, rebuild, and recharge our departments and divisions, as well as to empower and revitalize those seemingly tired, angry employees to go forward, step up, and successfully meet the challenges that come with any change. Experiencing any major change process, like a merger or family succession plan, for example, is similar to experiencing a surgery. Like with surgery, every decision that is made before, during, or closely after the experience will likely do one of two things: improve your condition or worsen it. The challenge is, you had better be very confident in your objectives and methods before you make that first cut. or things will go down hill very quickly.

Let me show you today how you can improve your family business and increase market share by implementing these three crucial elements:

  1. Leading, managing, and coaching family members and employees through the ten stages of change; understanding the behaviors that individuals, families and organizations go through during a major change process. We will then focus on the management techniques necessary for meeting your objectives.
  2. Leading and managing people through various forms of feedback.
  3. Creating buy-in; giving the various family members and employees a voice so they will develop the intrinsic ownership of the vision which will be necessary for a successful merger or family succession plan.

Careful and considerate Merger Facilitation and family succession plans can give your family business and organization a clear direction — and truly redefine your company’s objectives. Contact me today to see how I can help you profit through improved communication before, during, and after your merger or family succession plan.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 4:38 PM

08 21 2013

Executive Coaching & Leadership Development Methodology

Leadership Development/ Executive Coaching, Mergers: How to Manage & Coach People Through Change, Staff Development for Profit

August 2013

 

This is where you are, but… THIS is where you WANT to be…
  • As hard as you try to get the executive committee and staff to support the same vision, it seems everyone has different goals that don’t directly support the overall business objectives.
  1. The leader leads by example. Period.
  2. The leader aligns the entire organization around crystal clear objectives with succinct responsibilities.
  3. The executive committee or management team honestly discusses and agrees on strategy and tactics needed to achieve individual goals which directly support organizational objectives.
  4. The leader understands people from their perspective and has the ability to motivate each person to buy into the organizational vision.
  • Our organizational structure is in place, we are lean, and people stay busy, and yet timelines are being missed and objectives still aren’t being met.
  • Work doesn’t translate into profit.
  1. Objectives are measurable and focused on the customer, staff, and your product or service.
  2. Internal busywork is filtered through this simple belief: If the customer doesn’t feel it, it doesn’t exist.
  3. Leaders have ensured that organizational structure and philosophy are fully supported; individual goals support the organizational goals.
  • The leaders of the organization have lost touch with the customer.
  • The leaders of the organization have lost touch with the employees who directly serve customers.
  1. Leaders know the secret to success: Only internal and external customer opinions count.
  2. The leader has his/her fingers on the pulse of the customers and the employees who directly serve customers.
  • Our leadership approach seems to be reactive and defensive rather than proactive and offensive.
  • We focus on solving problems instead of preventing them in the first place.
  1. Foresight and innovation are always the first step; “reactionary” problem solving is a second step, and only as needed.
  2. The leader equips her/himself and those within the organization with fundamentally sound planning skills.
  3. People are educated to think for themselves; all have the freedom to fail now and again. i.e., to make the original mistake and learn from it.
  • We lose good people and then scramble to fill positions.
  1. We have deep “bench strength.”
  2. Leadership develops and invests in key people and provides them with mentoring; talented people are ready to step in to fill key positions, as needed.

Strong leaders understand the critical role they play in creating and communicating strategy. They know how to drive transformation to build a sustainable competitive advantage.

Successful leaders use a positive yet realistic approach to overcome the economic and psychological uncertainty of today’s business environment.

Above all, great leaders know how to achieve results.

I strive to awaken the hidden leadership genius within you and your people. Let me help you create a cohesive, common-goal work team that transcends your current abilities. I help you achieve cutting edge transformation, not rely on cookie cutter one-size-fits all coaching and leadership programs.

Through leadership training, you and your executives will see tremendous results and improvements in the following:

  • Your team’s ability to work together more efficiently. Cultivate confidence in each other through honest conversations that develop trust and group commitment.
  • Learn to work through and remove the “unspoken” but volatile topics that everyone knows about but are unable to overcome. You know what I’m talking about….the “taboo” topics, the “Emperor has no clothes” topics that keep you and your team from moving forward.
  • Enhanced employee buy-in and commitment that lead to job satisfaction
  • Better communication, innovation, creativity, and production
  • Improved problem-solving and decision-making capabilities
  • Better foresight and project planning abilities
  • Significantly improved execution and implementation of strategic plans and projects

Programs

You and your organization are unique, so I design a customized leadership development training program that makes sense for you.

I learn the language and culture of your organization so the program I design is a perfect fit for the needs of your people and organization. Through my leadership development training, you and your executives will gain the specific skills needed to evolve and succeed.

My Leadership Training has four straightforward goals:

  1. Help leaders, executives and managers identify their own talents and strengths so these are leveraged and developed into high-performance leadership capabilities
  2. Develop intrinsic and unique attitudes and skills necessary to sustain long-term change
  3. Help each individual executive grow and then weave these individual leaders into a unified team capable of extraordinary results.
  4. And last, help refine micro and macro goals into prioritized objectives so results can be achieved in profitable time units.

Process

I start from the “inside” of your executives personalities and organizational structure and work out to the pre-determined organizational objectives; the end-result which can be measured in any number of ways. I work with client organizations in “real-time” to observe and evaluate the hierarchy that is present in your corporate environment. My goals include tailoring your leadership development program to each specific executive or manager’s personality and that of the executive team and organizational culture.

For organizations striving to open up their full potential, leaders hold the key. Leaders bring the short- and long-term goals of an organization to fruition by inspiring each and every individual to work to his or her personal best. The program I design will support leaders as they strive to meet individual needs, respect personality types and learning styles, and guide the organization to achieve its goals and objectives.

Leadership development is a deliberate process that includes focused conversations and assessments. Through the process, I will guide your team to create environments that support individual growth, purposeful action, and sustained improvement. My program will produce leaders who:

  • Remove barriers that hinder individuals from realizing their full potential
  • Provide skills for gaining valuable insight into crucial situations
  • Identify obstacles that impede an individual’s progress

Contact me today to discuss where you would like your organization to be in 12-24 months. By developing your executive and management teams we can partner on acieveing organizational objectives.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 2:26 PM

08 19 2013

How to Improve Employees’ Functionality by Improving Internal Customer Service

Barriers to Effective Communication, Business Management Consulting, Communication Issues, Conflict Resolution, Corporate Therapy, Improvement, Mergers: How to Manage & Coach People Through Change, Project Implementation: How to Create Ownership, Staff Development for Profit

August 2013

Moving our bodies from point A to point B requires the use of our two legs working together to achieve this simple task. If one or the other of the two legs does not fully support the body, or if one does not make a full and even stride, then the act can be diminished by varying degrees.

The metaphor holds true for your organization and its internal customers as well. Internal customers are those people who make up the other departments that work with you inside your business. For example, accounts-receivable, sales, production, finance and marketing are each other’s customers. For your organization to function smoothly, people among departments must communicate clearly, organize tasks and timelines, and implement or take “action” on these tasks.

The more effective people are at serving each other, the smoother their processes will be, and they will achieve better results (i.e., production, efficiencies, and profits). Likewise, the more efficient a person is with “leg movements,” the better they will be at walking, jogging, and even running. If they take this act seriously and become expert in this area, they may even end up running faster than others, which is, of course the objective in business — outpacing the competition.

Here are suggestions on how to provide stellar internal customer service:

1. Be aware of what you think about yourself and others. Behavior follows thought. Are your thoughts helping you and building you up, or are your thoughts hurting you and making circumstances more difficult? Practice self-respectful thoughts.

2. Communicate clearly and often. Ask for clarification when you are unsure of what is conveyed through verbal and non-verbal means.

3. Talk face-to-face or by phone to others instead of using e-mail. The benefits of this process far outweigh the time saved by using e-mail. Too much e-mail can be a “crutch” and seriously impact the fluidity of a group of people working to achieve common goals.

4. Conduct department-to-department staff meetings so that people can ask each other for information, clarification and process refinement, etc. It’s like “speed dating” for departments. For instance, gather staff from each department and give those people 10-15 minutes to ask people from another department for what they need or could provide to make their processes or organization function more smoothly. In other words, this is what we need from you. What do you need from us to make your jobs easier, more effective and fun?

Prioritize these ideas, assign who will do what by when, and then monitor in thirty days to determine results and make adjustments. In fewer than 60 minutes, the people in both departments will have gathered tons of precise information and a new outlook on their colleagues.

5. Talk about the white elephant in the corner that everyone knows about and talks about in their “cliques” but doesn’t address directly or in formal meetings.

These “TABOO” topics are the “real problems” that keep departments and companies from running faster than they currently do and could if they learned to overcome them.

Everyone knows about these white elephant topics and the professional “manipulators”, so the quicker these topics are brought to the table the quicker the organization can find solutions to them and move forward. I am not saying this process is going to be fun. All I’m saying is that I’ve done this HUNDREDS of times and in every case 99% of the people are much more productive and happier. and as a result, the organization can dump the anchors and start moving swiftly again. (the one percent that aren’t happy are the manipulators that either have to change their game to get along or are forced out).

This part of the process is often very difficult to decide on and implement. But like surgery, everyone is much healthier after the fact and the business and people within it will fly once this ball and chain topic or person isn’t keeping it grounded.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@CorporateTherapist.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 2:42 PM

08 19 2013

How to Create an Office Environment where Change Initiatives can Flourish

Business Management Consulting, Business Success, Communication Issues, Mergers: How to Manage & Coach People Through Change, Mergers: How to Manage Organizational Change

Aug 2013

How to create an office environment where change initiatives can flourish

This is where you are, but… THIS is where you WANT to be…
We find ourselves re-doing our project plan and spinning our wheels. People are not working as a team. Increased cross-functional collaboration and communication. Higher degrees of participation from all members, at all levels. Less “failure work;” problems solved the first time.
People within and between departments are not communicating well. Creativity and synergy are poor or non-existent. Employee morale is down; absenteeism and attrition are up. Higher and more consistent morale. A high level of creativity and discovery are generated. The benefits of diverse thinking and multiple perspectives are captured in the moment. Valued staff and customers are retained.
Customer retention rates are sliding due to loss of key employees and our directional changes. Improved image of company or division within industry or community. New ideas and solutions to solve difficult problems.
Current systems and processes are generally less than optimal. People seem paralyzed about what steps to take next. People have initiative and take action. A professional, safe and encouraging work environment exists for all. People feel safe to challenge the status quo; existing beliefs about how the organization works and new ideas about how to improve the organization are stimulated. Discussions on positive change and finding creative solutions to new problems occur formally and informally. The focus is on maintaining a learning organization approach.

Achieving a Positive Change Climate

Charles Darwin theorized the fate of a species was determined by how “fit” it was. Interpreting Darwin’s statement, one might think that only the strongest or the fastest species would survive. But, this would not be an accurate interpretation of his theory of the fittest (especially when it comes to the defining the most “fit” in the business world).

Actually, it was neither speed nor strength that Darwin was referring to when he spoke of fitness. Rather, it was the adaptability of a species that would determine its fate. Similarly, evidence indicates that, just like in the animal kingdom, the survival of the fittest in the business world comes first to those who are able to change quickly and effectively in spite of tumultuous times in which cultural, environmental, and interpersonal changes are fast, fierce, and at times furious.

Organizational Change

To successfully navigate through change, it is essential that leaders, managers, and all employees gain an appreciation of one another’s challenges and needs. This vital first step will help to unify them as a team.

Second, the executives and managers need to identify and clarify for themselves and each other how they can help the organization achieve a more open climate; one which encourages an honest assessment of the situation, not one which merely seeks to puff leadership egos. When conversation is facilitated properly, employees will feel safe and be encouraged to share their insight. These are the hall-marks of creating a positive change climate. Are all of your employees confident enough to provide input on delicate issues or do they hold back and smile, or worse, share what they think leadership or management wants to hear? In either case, if people don’t feel safe enough to speak-up and try to help the department or company solve problems then leadership is driving partially blind and undercurrents of fear and chaos are actually controlling and driving your company!

Third, it is necessary to discover specific ideas (and belief systems) held by all your employees regarding change. Leadership and management often fail to recognize that outstanding ideas for improvement already exist in their people. If your employees are frustrated, obstinate, and difficult it may because they care and want to help but leadership doesn’t value their input. As a result, your employees have given up and….you have taught them to give up because of your silence, snide remarks, and interruptions. yes, they will smile and nod because they must keep their jobs but they are not working with or for you.  If any of this sounds familiar or upsets you……Congratulations, awareness is the first step. The second step is to call me or another specialist who can help you re-align your organization into an effective, fun and profitable company.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@CorporateTherapist.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 1:16 PM

08 17 2013

How to Successfully Merge Department or Company Cultures

Business Hardships, Business Management Consulting, Business Strategy and Implementation, Business Success, Corporate Therapy, Culture Diversity, Mergers: How to Manage & Coach People Through Change, Mergers: How to Manage Organizational Change, Project Implementation: How to Create Ownership

Aug 2013

For a project to end successfully, it must begin successfully and this statement could not be more true and the stakes higher then when it comes to any kind of merger or restructure. Long before the CEO’s are finished signing the final documents, the employees of each department or company have already started the process. In essence, the merger has already begun to take shape and for better or worse, sides are being drawn. Therefore, before engaging in any kind of merger or restructure, try to get a good sense of the cultures involved. Train yourself in being culturally sensitive by visiting other organizations and figuring out how their “cultural assumptions” differ from yours.

If you are the facilitator or are in any way responsible for the success of a department or company merger, acquisition, or joint venture, try to visit the other department or organization and experience, as much as you can, how things are done there. Create dialogue groups across any cultural boundary that becomes apparent to you. Do not expect normal communication, goodwill and experience to produce mutual understanding. Both cultural units need to learn to be reflective and to get in touch with their own and each other’s cultural assumptions; this can only be successfully accomplished with the dialogue format.

If you are trying to gain mutual understanding between two or more cultures, you must create a dialogue form of conversation. This is best achieved by an outside and objective facilitator who can choreograph the conversation as well as ensure the focus and flow remains consistent with the original objectives. Below is a general outline of what should take place for an initial meeting.

  1.  Select ten to twenty people who represent the two cultures equally.
  2. Seat everyone in a circle, or as near as possible. Don’t use tables as these will create boundaries and distance the people and impede honest dialogue.
  3.  Lay out the purpose of the dialogue meeting: For example, “to get a sense of the similarities and differences in our cultures and from this learn to listen more reflectively to ourselves and each other.”
  4. Start the conversation by having the members in turn check-in by introducing who they are and what goals they have for the meeting.
  5. After everyone has checked in, the facilitator should launch a very general question, such as, what is it like to be in this company, what is known about this merger? what would indicate success for our departments or organizations as we move collectively through this merger?” Everyone in the circle should, in turn, answer the question from his or her company and perspective and with the ground rule that there be no interruptions or questions until everyone has given an answer.
  6. The facilitator should be observing the group dynamics and encourage an open conversation on what everyone has just heard without the constraints of proceeding in order or having to withhold questions and comments.
  7. If the topic runs dry or the group loses energy, the facilitator should introduce another question. Such as, “how are decisions made in this organization” (in my experience, body language, people communicating through eye contact etc will tell a lot about who may want to speak up but be unwilling or unable to due to ‘unspoken cultural demands.’ Comment about confidentiality or the undercurrent the group may be feeling. Key point—discuss the alligator in the corner. There will always be one and everyone knows it is there. Therefore, as the facilitator you must help them acknowledge the OBVIOUS). Again have everyone in turn give an answer before general conversation begins. This will encourage input from everyone and will detract from the more vocal members commanding the group dynamics.
  8. Let the differences emerge naturally; don’t make general statements, because the purpose at this stage is to uncover mutual understanding, not necessarily clear description.
  9. After a couple of hours, ask the group to pole itself by asking each person in turn to share one or two insights about his or her own culture or the other one; Another question that may encourage productive dialogue is; “what is one idea, concept, insight, or statement you received during this meeting that made our time together valuable for you?” I will always have a non participant writing all of these notes on flip chart paper taped to the walls. This way people can think and speak freely and a detailed description is available to be distributed later or for follow-up meetings.
  10. The answers gleaned from these last set of questions will in turn spark new insight for both the members and the facilitator. These should be kept and used as follow-up information.

 Clarification About What Culture Is

Culture is the shared tactic assumptions of a group that it has learned in coping with external tasks and dealing with internal relationships. Although culture manifests itself in overt behavior, rituals, artifacts, climate, and espoused value, its essence is the shared tactic assumptions. As a responsible leader, you must be aware of these assumptions and manage them, or they will manage you.

Unless your organization is a brand new conglomerate of people from other organizations, it has formed a culture that influences all of your thinking and behavior. If your organization is a new mix, without prior shared experience, then all members bring their prior culture experience to the new situation and seek to impose it on that situation.  The quickest way to create a new culture in such a situation is to give the people a compelling, common task so that together they can build a new set of assumptions.

The strength and depth of an organization’s culture reflects (1) the strength and clarity of the founder or the organization, (2) the amount and intensity of shared experiences that organization members have had together, and (3) the degree of success the organization has had.

Culture is, therefore, the product of social learning. Ways of thinking and behavior that are shared and that work become elements of culture.

You cannot, therefore, “create” a new culture. You can demand or stimulate a new way of working and thinking; you can monitor it to make sure that it is done; but members of the organization do not internalize it and make it part of the new culture unless, over time, it actually works better.

A given organization’s culture is right so long as the organization succeeds in its primary task. If the organization begins to fail, this implies that elements of the culture have become dysfunctional and must change. But the criterion of the right culture is the pragmatic one of what enables the organization to succeed in its primary task.

As the external and internal conditions of an organization change, so does the functionality, or rightness, of a given culture assumptions change. Culture evolves with the fluid circumstances of the organization.

The essential elements of culture are invisible. They are taken for granted and have dropped out of awareness. But they can be brought back into awareness. Failure to understand culture and take it seriously can have disastrous consequences for an organization.

Superficial understanding of culture can be as dangerous as no understanding at all. Theory and concepts gained from Edgar Schein.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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