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Internal Communications and
           Employee Engagement Workshop
                                             17 February 2011




CharityComms is the professional membership body for charity communicators. We believe charity communications
are integral to each charity’s work for a better world.

W: www.charitycomms.org.uk
T: 0207 426 8877
E: emma@charitycomms.org.uk
Employee engagement during change



17 February 2011
About us




          Laura Pallut            Paul Sweetman
Head of Internal Communication,       Director,
       Save the Children          Fishburn Hedges
The hour ahead…
Some context to change
What do we mean by change?


  There are many types of change:

     •   Mergers and acquisitions
     •   New strategy/vision
     •   Re-structuring
     •   Brand engagement
     •   Closures/redundancies
     •   Constant evolution…
The trials of tough times


   •   Falling budgets
   •   Service cessation
   •   Office closures
   •   Redundancy programmes
   •   Employee/volunteer morale
   •   Public awareness/concern
The challenge of change



         “There is still a strong tendency for directors
           to adopt the ‘ready, fire, aim’ approach to
         change and then to pray that the impetus will
          carry them through. This approach creates
         confusion, demoralisation and resistance to
           change. It is highly cost-ineffective and
                 organisationally destructive”

         (Professor Bob Garratt, Imperial College, London)




                                                             13
A typical change curve


   “I’m gutted!”                                                                         “To make things
           “I’m gutted!”                                                                 work around here
   “I feel numb”                                                                         we could do this”
            “I feel numb”
                “ I don’t believe it”
                   “This can’t be                                     “I’m prepared to
                    happening”                                           give it a go”


                                                         “ OK, I’ll give it the
                                                            benefit of the
                                                               doubt”
                                                                                                Commitment/ excitement

 Denial/rejection                                                                        Enthusiasm/hope
                                          “ How can I have got
                                        myself into this position?”
                                         “ What happens next?”
         Anger/resistance                                                         Acceptance/curiosity


              Opposed                                                                 Engaged
Building commitment



                                                                       Commitment
Degree of change




                                                         Involvement



                                               Support




                               Understanding



                   Awareness




                                  Degree of involvement
Our top ten principles

   • Anticipation

   • Clarity
   • Predictability

   • Regularity (“little but often”)

   • Leadership and management
   • Dialogue
Our top ten principles (cont/d)

   • Empathy

   • Co-ordination
   • Responsiveness

   • Integration


   And one more, underpinning them all:

   • Flexibility
Key practical steps
A simple roadmap…

                  Build a firm platform


 Analyse
audiences
            Articulate
            messages
                             Equip
                          gatekeepers
                                         Engage
                                        audiences
                                                    Embed
                                                    change


                         Gain feedback
…with one caveat




        Change is never linear
1. Build a firm foundation

• Help leaders understand the role and impact of comms (even when
  there isn’t any change…)

• Create a cross-functional Comms team (e.g. HR)

• Agree on key objectives and milestones

• Ask the difficult questions, eg:
    o What can/can’t we say at each stage?
    o Are there any events/issues that could affect us?
    o Does everyone agree to follow the principles/practices laid down?

• Make sure plans, reporting processes, protocols are clear
2. Analyse audience(s)

• Draw together existing evidence…
   o audience maps
   o employee research
   o channel mapping

• …but segment for this specific exercise

• Identify key groups, eg
   o ‘gatekeepers’

   o special groups (eg maternity, long-term sick, absent people)

• Articulate the ‘desired response’ from each group
Segmentation options




                                Location/
          Role?     Service?
                                dept?
         Grade/
                   Influence?   Impact?
         level?
Desired audience responses




     The rational:   The emotional:   The action:
      what do we      what do we      what do we
     want people     want people to   want people
       to know?           feel?         to do?
Sample audience/responses grid



                Know      Feel   Do
  Senior team




  Operational
  managers/
  supervisors


  Employees
3. Articulate messages

• Create a clear, core narrative
    o rationale
    o facts/evidence
    o vision
    o empathy
    o process

• Involve key stakeholders in development/testing
• Equip all protagonists to use this narrative, eg:
    o leaders
    o managers
    o gatekeepers

• Review regularly and update
Typical core narrative format

                   Overarching messages
                         • Theme 1
                         • Theme 2
                         • Theme 3


       Theme 1            Theme 2         Theme 3

     • Sub-theme        • Sub-theme   • Sub-theme
     • Sub-theme        • Sub-theme   • Sub-theme
     • Sub-theme        • Sub-theme   • Sub-theme
4. Equip ‘gatekeepers’

   • Leaders set vision, ‘gatekeepers’ shape and deliver

   • Collate knowledge/insights about communication preferences

   • Issue bespoke briefings on role and importance, eg:
      o Note from CEO/webcast/audio
      o Briefing document and core narrative
      o Q&As to respond to teams

   • Keep them informed

   • Keep seeking views and feedback
      o What concerns do they have?
      o What questions are others raising with them?

   • Recognise they may be affected too…
5. Engage audiences

   • Create one programme, tailored as necessary
      o Core mechanisms, for momentum
      o Additional channels by audience

   • Keep information flowing, even as brief updates
      o Maintain leadership visibility
      o Harness full communication infrastructure

   • Ensure consistent support for ‘gatekeepers’

   • Seek, welcome and respond to employee feedback/ideas

   • Show how people affected are being treated

   • Maintain alignment with external communication

   • Monitor and respond (not least to social media…)
6. Build dialogue – and gain feedback

   • Change requires communication, not just information

   • Dialogue opportunities:
      o Leadership: audio, visits, ’11@11’, ‘speed date’ process
      o Management: Team meetings, ‘breakout moments’
      o Functional: ‘surgeries’ , breakfast sessions
      o Electronic: blogs, discussion boards, video pods
      o Quirky: postcards, ‘question of week’

   • Proactively seek feedback and questions

   • Feed back the feedback

   • Be rapid, open and honest throughout
Evaluation opportunities




                            Out-
   Outputs                                       Outcomes
                           takes



• Feedback forms     •   ‘Pulse’ surveys         • Full survey
• Audience numbers   •   Pop-up surveys          • Business metrics
• User figures       •   Key figure interviews
                     •   Focus groups
                     •   Q&A processes
7. Embed the change

   • Keep showing care and empathy (for those who leave and
     those who remain)

   • Identify new symbols and stories
     o   New ways of working?
     o   Front-line anecdotes?

   • Celebrate supportive behaviour
     o   Case studies
     o   Proof points

   • Maintain leadership visibility

   • Continue supporting ‘gatekeepers’

   • Keep seeking, sharing and responding to feedback

   • Align processes/performance management
Over to you…..
Your challenge

   •   Your organisation is facing pressure on resources
       and cuts on funding

   •   It will need to reduce the scope of its services and
       make redundancies as a result

   •   It will need to introduce these changes whilst
       seeking to maintain, as far as possible, ‘business as
       usual’

   •   You need to prepare an internal communication
       plan to support the change
Groups


  • Group 1 – consider audiences/desired response
  • Group 2 – core script
  • Group 3 - communication channels, opportunities and issues


  10 mins and then present back
In conclusion...
Top tips

   • Plan, plan, and plan again

   • Don’t hide

   • Create a crystal clear narrative: and stick to it

   • Ask the difficult questions up-front

   • Stick to what you can say, when (and don’t speculate)

   • Be prepared to unsettle people

   • Be candid but show compassion

   • Be vigilant and responsive at all times
Common pitfalls

   • Not being clear on rationale

   • Not speaking to audience interests/concerns

   • Leaving rumours to fill the void

   • Using ‘management speak’

   • Not building dialogue

   • Not evaluating/seeking feedback
Handouts


  1. Typical format for internal communications plan


  2. Typical internal document set


  3. Brief for communication champions
Employee Engagement Internal Workshop

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Employee Engagement Internal Workshop

  • 1. Internal Communications and Employee Engagement Workshop 17 February 2011 CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity’s work for a better world. W: www.charitycomms.org.uk T: 0207 426 8877 E: emma@charitycomms.org.uk
  • 2. Employee engagement during change 17 February 2011
  • 3. About us Laura Pallut Paul Sweetman Head of Internal Communication, Director, Save the Children Fishburn Hedges
  • 6. What do we mean by change? There are many types of change: • Mergers and acquisitions • New strategy/vision • Re-structuring • Brand engagement • Closures/redundancies • Constant evolution…
  • 7. The trials of tough times • Falling budgets • Service cessation • Office closures • Redundancy programmes • Employee/volunteer morale • Public awareness/concern
  • 8. The challenge of change “There is still a strong tendency for directors to adopt the ‘ready, fire, aim’ approach to change and then to pray that the impetus will carry them through. This approach creates confusion, demoralisation and resistance to change. It is highly cost-ineffective and organisationally destructive” (Professor Bob Garratt, Imperial College, London) 13
  • 9. A typical change curve “I’m gutted!” “To make things “I’m gutted!” work around here “I feel numb” we could do this” “I feel numb” “ I don’t believe it” “This can’t be “I’m prepared to happening” give it a go” “ OK, I’ll give it the benefit of the doubt” Commitment/ excitement Denial/rejection Enthusiasm/hope “ How can I have got myself into this position?” “ What happens next?” Anger/resistance Acceptance/curiosity Opposed Engaged
  • 10. Building commitment Commitment Degree of change Involvement Support Understanding Awareness Degree of involvement
  • 11. Our top ten principles • Anticipation • Clarity • Predictability • Regularity (“little but often”) • Leadership and management • Dialogue
  • 12. Our top ten principles (cont/d) • Empathy • Co-ordination • Responsiveness • Integration And one more, underpinning them all: • Flexibility
  • 14. A simple roadmap… Build a firm platform Analyse audiences Articulate messages Equip gatekeepers Engage audiences Embed change Gain feedback
  • 15. …with one caveat Change is never linear
  • 16. 1. Build a firm foundation • Help leaders understand the role and impact of comms (even when there isn’t any change…) • Create a cross-functional Comms team (e.g. HR) • Agree on key objectives and milestones • Ask the difficult questions, eg: o What can/can’t we say at each stage? o Are there any events/issues that could affect us? o Does everyone agree to follow the principles/practices laid down? • Make sure plans, reporting processes, protocols are clear
  • 17. 2. Analyse audience(s) • Draw together existing evidence… o audience maps o employee research o channel mapping • …but segment for this specific exercise • Identify key groups, eg o ‘gatekeepers’ o special groups (eg maternity, long-term sick, absent people) • Articulate the ‘desired response’ from each group
  • 18. Segmentation options Location/ Role? Service? dept? Grade/ Influence? Impact? level?
  • 19. Desired audience responses The rational: The emotional: The action: what do we what do we what do we want people want people to want people to know? feel? to do?
  • 20. Sample audience/responses grid Know Feel Do Senior team Operational managers/ supervisors Employees
  • 21. 3. Articulate messages • Create a clear, core narrative o rationale o facts/evidence o vision o empathy o process • Involve key stakeholders in development/testing • Equip all protagonists to use this narrative, eg: o leaders o managers o gatekeepers • Review regularly and update
  • 22. Typical core narrative format Overarching messages • Theme 1 • Theme 2 • Theme 3 Theme 1 Theme 2 Theme 3 • Sub-theme • Sub-theme • Sub-theme • Sub-theme • Sub-theme • Sub-theme • Sub-theme • Sub-theme • Sub-theme
  • 23. 4. Equip ‘gatekeepers’ • Leaders set vision, ‘gatekeepers’ shape and deliver • Collate knowledge/insights about communication preferences • Issue bespoke briefings on role and importance, eg: o Note from CEO/webcast/audio o Briefing document and core narrative o Q&As to respond to teams • Keep them informed • Keep seeking views and feedback o What concerns do they have? o What questions are others raising with them? • Recognise they may be affected too…
  • 24. 5. Engage audiences • Create one programme, tailored as necessary o Core mechanisms, for momentum o Additional channels by audience • Keep information flowing, even as brief updates o Maintain leadership visibility o Harness full communication infrastructure • Ensure consistent support for ‘gatekeepers’ • Seek, welcome and respond to employee feedback/ideas • Show how people affected are being treated • Maintain alignment with external communication • Monitor and respond (not least to social media…)
  • 25. 6. Build dialogue – and gain feedback • Change requires communication, not just information • Dialogue opportunities: o Leadership: audio, visits, ’11@11’, ‘speed date’ process o Management: Team meetings, ‘breakout moments’ o Functional: ‘surgeries’ , breakfast sessions o Electronic: blogs, discussion boards, video pods o Quirky: postcards, ‘question of week’ • Proactively seek feedback and questions • Feed back the feedback • Be rapid, open and honest throughout
  • 26. Evaluation opportunities Out- Outputs Outcomes takes • Feedback forms • ‘Pulse’ surveys • Full survey • Audience numbers • Pop-up surveys • Business metrics • User figures • Key figure interviews • Focus groups • Q&A processes
  • 27. 7. Embed the change • Keep showing care and empathy (for those who leave and those who remain) • Identify new symbols and stories o New ways of working? o Front-line anecdotes? • Celebrate supportive behaviour o Case studies o Proof points • Maintain leadership visibility • Continue supporting ‘gatekeepers’ • Keep seeking, sharing and responding to feedback • Align processes/performance management
  • 29. Your challenge • Your organisation is facing pressure on resources and cuts on funding • It will need to reduce the scope of its services and make redundancies as a result • It will need to introduce these changes whilst seeking to maintain, as far as possible, ‘business as usual’ • You need to prepare an internal communication plan to support the change
  • 30. Groups • Group 1 – consider audiences/desired response • Group 2 – core script • Group 3 - communication channels, opportunities and issues 10 mins and then present back
  • 32. Top tips • Plan, plan, and plan again • Don’t hide • Create a crystal clear narrative: and stick to it • Ask the difficult questions up-front • Stick to what you can say, when (and don’t speculate) • Be prepared to unsettle people • Be candid but show compassion • Be vigilant and responsive at all times
  • 33. Common pitfalls • Not being clear on rationale • Not speaking to audience interests/concerns • Leaving rumours to fill the void • Using ‘management speak’ • Not building dialogue • Not evaluating/seeking feedback
  • 34. Handouts 1. Typical format for internal communications plan 2. Typical internal document set 3. Brief for communication champions