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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……..