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N I T L E S E R I E S O N :
F U T U R E O F T H E L I B E R A L A R T S C O L L E G E
L I B R A R Y
S A M D E M A S
7 M A Y 2 0 1 3
Overview of
Organizational Development
Webinar Scope
 Overview of organizational development
 What it is and why it is important
 An holistic view
 DIY: ongoing, inclusive process
 Unpack elements
 Organizational culture
 Strategic directions and planning
 Workflow analysis
 Organizational structure
 Some approaches and tips
 Questions and discussion
Organizational Development – Why and How?
 Why Organizational Development?
 Staff are the most important library resource
 Changes in the ecology of scholarly communication
 Stagnation, immobilized, overwhelmed
 Morale and/or operational problems
 Leadership change
 Administrative pressure
 DIY (selective use of consultants) ongoing,
inclusive internal effort
 Organizational review as a tool in org. dev.
What is Organizational Review? : (1 of 2)
1. Purposes:
 Set strategic directions, align with institution
 Adjust organizational culture and structure
 to achieve strategic goals and adapt to changes in the environment.
 to create capacity for new work and areas of new emphasis.
2. Methods:
 Identify what to create more capacity to do
 strategic plan, departmental review, outside assessment, etc.
 Study organizational culture and structure
 identify what is working well and what could be improved (staff
conversations)
 Workflow analysis – different levels & approaches
What is Organizational Review? (2 of 2)
3. Outcomes can include:
 Written or oral report
 New workflows
 New job descriptions for some staff
 Identify focus for vacant positions
 New or modified organizational structure
 More emphasis on:
 Communication
 Decision-making and leadership
 Recognition and rewards
 How we handle change
 Identify things to stop doing or de-emphasize
 “Signature programs”
Familiar tools for Organizational Development
 Mission, vision, values
 Strategic planning
 Alignment with university goals
 Setting annual goals for library & staff
 Holistic organizational review
 Departmental reviews
 Other external assessments (consultant, colleagues)
 Workflow analysis
 Structure and job descriptions
 Organizational culture
Elements of Organizational Culture
 Communication
 Morale/esprit de corps
 Hiring and performance evaluations
 Decision-making and leadership
 Recognition and rewards
 Professional development – expectations & support
 Assessment
 How we handle change and planning
 Organizational structure
Mission, vision, values
 Mission (enduring)
 What is the essential purpose? Why exists?
 What it does to accomplish these ends?
 Vision (5-10 years from now)
 A vivid idealized description of desired outcomes
 Resulting contribution to society
 Values (today)
 What do you believe in? Hold true?
 How do we behave and act on these beliefs?
 How do we treat each other?
Mission, vision, values
 When and why it matters
 When you have lost track, need grounding
 Staff turnover
 New directions
 Approaches
 Mission, vision
 Staff task force run the process
 Values
 Appreciative inquiry exercise
Strategic Planning Outcomes
 Should result in a common resolve and focus
 Guiding document
 Ongoing review and update of strategic plan
 Serve as basis for annual goals, staffing and budget
priorities
 What you want to create capacity for
 Staff development
 Use of positions
 What to stop doing, de-emphasize, stop doing….
Annual Goals
 For Library
 For Each Department
 For each member of the team
 Tied to performance evaluation
 Tied to compensation, reward, recognition,
Departmental Reviews
 Academic tradition of decennial reviews
 Internal review
 External review
 Campus review
 Outside assessment by consultant or colleagues
 Less formal targeted reviews of operations,
workflows, departments, areas of challenge
Workflow Analysis
 What is it?
 Taking a fresh and wholistic look at the nitty gritty of how the work
gets done. [In-depth, step-by-step analysis of how the work gets
done, how workflows operate with and across departments, review]
 How to do it?
 Consultants
 In-house task forces
 Invite colleagues to visit
 Environmental scan
 Conduct site visits, job swaps
 How to avoid people feeling threatened?
Organizational Structure
 IMHO, not as important as many people think
 Characteristics of other aspects of organizational culture are much more
important
 However, useful exercise in every organization periodically
 Structure can be an obstacle to communication, cooperation,
transparency, mutual support, holistic thinking and acting
 Factors: size of organization, cast of characters, organizational
culture, institutional culture, etc. Customized to the
circumstances, no cookie-cutter approach.
 Consultants can be useful in facilitating process
Job descriptions
 Work closely with HR
 Loyal, smart, long term employees can benefit from
taking on new roles and responsibilities, and so can
the organization!
 Use as opportunity to review classifications, get
people raises, make staff development plans, etc.
Conclusion/wrapup
 Organizational development is mostly a DIY activity:
ongoing, intentional, open, honest, and
inclusive process of cultivating individuals and
the whole team
 Consultant roles
 Timing/sequencing of activities?
 How to quell staff anxiety and engage them intellectually
and emotionally?
 Questions and discussion……..

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Sam Demas on Organizational Development

  • 1. N I T L E S E R I E S O N : F U T U R E O F T H E L I B E R A L A R T S C O L L E G E L I B R A R Y S A M D E M A S 7 M A Y 2 0 1 3 Overview of Organizational Development
  • 2. Webinar Scope  Overview of organizational development  What it is and why it is important  An holistic view  DIY: ongoing, inclusive process  Unpack elements  Organizational culture  Strategic directions and planning  Workflow analysis  Organizational structure  Some approaches and tips  Questions and discussion
  • 3. Organizational Development – Why and How?  Why Organizational Development?  Staff are the most important library resource  Changes in the ecology of scholarly communication  Stagnation, immobilized, overwhelmed  Morale and/or operational problems  Leadership change  Administrative pressure  DIY (selective use of consultants) ongoing, inclusive internal effort  Organizational review as a tool in org. dev.
  • 4. What is Organizational Review? : (1 of 2) 1. Purposes:  Set strategic directions, align with institution  Adjust organizational culture and structure  to achieve strategic goals and adapt to changes in the environment.  to create capacity for new work and areas of new emphasis. 2. Methods:  Identify what to create more capacity to do  strategic plan, departmental review, outside assessment, etc.  Study organizational culture and structure  identify what is working well and what could be improved (staff conversations)  Workflow analysis – different levels & approaches
  • 5. What is Organizational Review? (2 of 2) 3. Outcomes can include:  Written or oral report  New workflows  New job descriptions for some staff  Identify focus for vacant positions  New or modified organizational structure  More emphasis on:  Communication  Decision-making and leadership  Recognition and rewards  How we handle change  Identify things to stop doing or de-emphasize  “Signature programs”
  • 6. Familiar tools for Organizational Development  Mission, vision, values  Strategic planning  Alignment with university goals  Setting annual goals for library & staff  Holistic organizational review  Departmental reviews  Other external assessments (consultant, colleagues)  Workflow analysis  Structure and job descriptions  Organizational culture
  • 7. Elements of Organizational Culture  Communication  Morale/esprit de corps  Hiring and performance evaluations  Decision-making and leadership  Recognition and rewards  Professional development – expectations & support  Assessment  How we handle change and planning  Organizational structure
  • 8. Mission, vision, values  Mission (enduring)  What is the essential purpose? Why exists?  What it does to accomplish these ends?  Vision (5-10 years from now)  A vivid idealized description of desired outcomes  Resulting contribution to society  Values (today)  What do you believe in? Hold true?  How do we behave and act on these beliefs?  How do we treat each other?
  • 9. Mission, vision, values  When and why it matters  When you have lost track, need grounding  Staff turnover  New directions  Approaches  Mission, vision  Staff task force run the process  Values  Appreciative inquiry exercise
  • 10. Strategic Planning Outcomes  Should result in a common resolve and focus  Guiding document  Ongoing review and update of strategic plan  Serve as basis for annual goals, staffing and budget priorities  What you want to create capacity for  Staff development  Use of positions  What to stop doing, de-emphasize, stop doing….
  • 11. Annual Goals  For Library  For Each Department  For each member of the team  Tied to performance evaluation  Tied to compensation, reward, recognition,
  • 12. Departmental Reviews  Academic tradition of decennial reviews  Internal review  External review  Campus review  Outside assessment by consultant or colleagues  Less formal targeted reviews of operations, workflows, departments, areas of challenge
  • 13. Workflow Analysis  What is it?  Taking a fresh and wholistic look at the nitty gritty of how the work gets done. [In-depth, step-by-step analysis of how the work gets done, how workflows operate with and across departments, review]  How to do it?  Consultants  In-house task forces  Invite colleagues to visit  Environmental scan  Conduct site visits, job swaps  How to avoid people feeling threatened?
  • 14. Organizational Structure  IMHO, not as important as many people think  Characteristics of other aspects of organizational culture are much more important  However, useful exercise in every organization periodically  Structure can be an obstacle to communication, cooperation, transparency, mutual support, holistic thinking and acting  Factors: size of organization, cast of characters, organizational culture, institutional culture, etc. Customized to the circumstances, no cookie-cutter approach.  Consultants can be useful in facilitating process
  • 15. Job descriptions  Work closely with HR  Loyal, smart, long term employees can benefit from taking on new roles and responsibilities, and so can the organization!  Use as opportunity to review classifications, get people raises, make staff development plans, etc.
  • 16. Conclusion/wrapup  Organizational development is mostly a DIY activity: ongoing, intentional, open, honest, and inclusive process of cultivating individuals and the whole team  Consultant roles  Timing/sequencing of activities?  How to quell staff anxiety and engage them intellectually and emotionally?  Questions and discussion……..