260 Management, leadership, coaching & business change models

December 27, 2009

Many of our readers have asked for us to add more slides to our downloadable models – so there they are… new for 2010

Management, Leadership models

Welcome to our summary of management, leadership, coaching, training, learning, occupational psychology and business models. This extensive collection is available to look at free here on the web, or you can download a set of images suitable for presentations. Have a look at what is available: See set 1 and See set 2

Over the years as professionals we have used many of these in our practice. We have been asked for copies… and here they are.

Please note that these are provided for educational purposes only, and we strongly encourage you to research the origins and use them only in the way in which they were intended.

We currently have 2 sets, not in any particular order. This is historical, as our first set was a real mixed bag, so is the second. In time we may well group them, however what we do not want to do is upset our current customers and force them to have to buy a set which contains mostly duplicates. In any-case, one of the advantages of putting sets together in this way is that it may inspire you to explore models you would not otherwise been exposed to.

Models See set 1 and See set 2

In addition we now have a complete set of blanks for you to add your own text.

The models cover: leadership, management, learning, training, business, marketing, change,… etc

See them at http://rapidbi.com/management/models-theories/


Strategic development: Are we missing the point?

April 5, 2008

We often talk about strategic programmes and actions, but are we taking the appropriate first steps?

This article looks at the steps we take and explores if we can be more strategic and add more value.

Introduction

Often we know where we want to get to, or at least have a good idea, but often as the old saying goes: “If I was going there, I would not start from here.”

That is a very logical reply, even if it is not advice that is of much immediate practical value to the questioner. If you don’t know where you are going, you are not likely to get there.

It is sound advice to know where you are and where you want to end up before starting the journey. Is this why many of the tourist maps have a ‘you are here’ marker?

Where are we now? Where do we want to be?

This is a simple yet basic step in any intervention, at any level within our respective organisations. Yet what is the extent to which we really do it? Where is the ‘you are here’ marker in our organisations? Sure, some of us have tools like customer satisfaction and staff engagement data (as well as the basic business financial measures), but holistic, strategic data?

In the 2007 survey, Develop the Developers (by Morrison & Ritchie), responders to the survey provided the following answers in response to development activities:

  • Use of diagnostic approaches:
    Always (8%); usually (33%); sometimes (46%); rarely (10%); never (4%).

  • Use of evaluation approaches:
    Always (37%); usually (43%); sometimes (15%); rarely (2%); never (2%).

This highlights why much of what we do in organisational development (OD) and human resource development (HRD) fails, on a regular basis, to make the desired (and recognised) strategic impact.

“How can we ever hope to evaluate any intervention effectively if we do not know where we started from?”

We have read many threads on community forums such as HRZone.co.uk and TrainingZone.co.uk about the difficulties of evaluating activity. How to calculate a return on investment (ROI) or show value for money is a commonly recurring theme.

How can we ever hope to evaluate any intervention effectively if we do not know where we started from? We will only know this by having the same measures at the beginning of an intervention as we want to use for measuring success after the event.

In business we do it – we look at the financial position (profit, turnover etc), we set a plan to achieve it and then we measure after an agreed period of time. In medicine, before a person starts treatment we have some measures – pulse, respiration, blood pressure and so on – we measure before and after (often on going) treatment. Why, in HR and HRD, do we not do the same? Often we do for things like retention, sickness and attendance – but not for the more strategic elements.

What is a diagnostic process?

It is often simpler than it sounds. It is a tool that identifies ‘where you are now’, the dot or arrow on the map if you like. Tools like SWOT and PESTLE are OK to start with, but often these tools are not used as effectively (or broadly) as they were originally intended.

Diagnostic tools that only look at the area of the business you are interested in, for example culture surveys, have their place, but how do you know that culture is the issue – where is the diagnosis to show that a specific tool like a culture survey is the right one? There may be a need with a higher priority.


“A regular, yet effective organisational diagnostic process not only evaluates previous actions but the same data can be used to identify future needs”

It’s like going to your doctor – they will not send you for a special test or scan, until they have undertaken a more general diagnosis. In HR and OD we need to do the same. We need to use holistic diagnostic tools to help us orientate to real needs – often we react to the symptoms. It is easy to treat the cut to the hand from a fall, but if we miss the reason for the person falling – for instance, a minor stroke – sure the hand will get better, but in the mean time the stroke can do more damage.

Making evaluation easier

The more robust the diagnostic process, the easier the evaluation. Some would argue than an evaluation is just a repeat of the diagnostic but with different analysis on the results. The diagnostic is looking for an action plan; an evaluation is looking for change since the last measure. So a regular, yet effective organisational diagnostic process not only evaluates previous actions but the same data can be used (in association with a business plan) to identify future needs. Here is a simple strategic cycle:

  • Holistic diagnosis

  • Analysis

  • Plan

  • Action

  • Diagnosis

Insanity in our world?

As the saying goes, the first sign of madness is doing the same thing as before and expecting different results. It can be a bit like watching a replay of a race and expecting someone else to win. Obvious when we think about it, but why do we do this with our business activity?

Looking back at the results from the Develop the Developer survey, I wonder why many interventions are evaluated, but with little or no formal diagnostic processes undertaken at all; then we wonder why evaluation is so difficult.

Do we, as professionals, not learn? Do we keep doing the same things (evaluation but no initial diagnosis) and wonder why we do not add as much value as we expect? Are we ‘mad’? Maybe we are just reluctant learners?


Mike Morrison is director of RapidBI Ltd, a consultancy specialising in helping individuals and organisations improve their business performance through people and organisation effectiveness.

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This version first published: – HR Zone, 1st April 2008
Categories: HR Strategy

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Mike Morrison is director of RapidBI, an organizational effectiveness consultancy. He has been involved in HR, OD and strategic development for over 20 years. He can be contacted via www.rapidbi.com/

© This article is copyright RapidBI 2006, 2008 – it may be copied providing the authors are credited, and direct links maintained


Strategy and Tools in Business

March 26, 2008

Strategy and tools in business

Over the years a lot of good and bad stuff has been said about SWOT. Sure it is not the most robust of tools but when used in the way it was originally developed – it is a powerful tool.
Some people have argued that it is time to move on from SWOT to other things – in this piece we explore SOAR an appreciative Inquiry tool.

An interesting article on this topic was published in Ai Practitioner magazine ( http://preview.tinyurl.com/2bvobg ) (it is available here http://preview.tinyurl.com/26wk4v )for those that are not subscribers).

Having read the article, the SOAR approach to my mind makes the same mistake that many using the SWOT analysis do – and that is they miss the context. When the (highly researched) SOFT was changed to SWOT the new authors missed the point which is why the tool is often miss-understood. It was never designed to stand on its own, nor was it ever to be part of the direct action phase – it was a diagnosis and data capture tool.

The authors of this article to my mind make 2 fundamental mistakes:
1) they assume that all applications of SWOT are in the way they describe
2) they appear to ignore weaknesses and threads – apparently believing that their solution will soar (pardon the pun) over any difficulties.
Would the shareholders of Enron be in the position they are now in (extinct) if they had faced up to their threats and weaknesses, rather than focus on what they thought were their strengths?

The article clearly states in its summary
This article has attempted to address the strategy-to-execution gap. In doing so, we have discussed SOAR, a strengths-based framework that builds on the best points of SWOT (strengths and opportunities) in order to move beyond the “as-is” state of the organization’s environment to the “to-be”.

Yes this as a framework can be used as the authors state to take SWOT data and apply it – but SOAR in itself is not a diagnostic or orientation tool. Anyone using this as a diagnostic tool is going to make the same errors as 1000′s of people have done with inappropriate use of SWOT.
This thread has been started to help CIPD students (and others) complete their studies – and for that they must use SWOT and PESTLE – if they chose to use other tools they will need references – I cannot see any on the article .

Appreciative Enquiry has its place.
Appreciative Inquiry is a particular way of asking questions and envisioning the future that fosters positive relationships and builds on the basic goodness in a person, a situation, or an organization. In so doing, it enhances a system’s capacity for collaboration and change. Appreciative Inquiry utilizes a 4-stage process focusing on:

  • DISCOVER: The identification of organizational processes that work well.
  • DREAM: The envisioning of processes that would work well in the future.
  • DESIGN: Planning and prioritizing processes that would work well.
  • DESTINY (or DELIVER): The implementation (execution) of the proposed design.

The basic idea is to build organizations around what works, rather than trying to fix what doesn’t. It is the opposite of problem solving. AI focuses on how to create more of what’s already working.
This method is more positive in nature than many others, however it is as a strategy naive in that it assumes success breeds success – many organizations are in fact where they are now because they did solve problems and did not just focus on what works.


Would a company that currently makes plastic carrier bags be advised to use SOAR – or look at the external factors which may bring about the end of the need for their product?

Equally any diagnostic process needs to look holistically at the people and the processes – not just one or the other.

Is SWOT redundant?…..

No but it is sure made more reliable with additions of other models in the transition to application.

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Mike Morrison is director of RapidBI, an organizational effectiveness consultancy. He has been involved in HR, OD and strategic development for over 20 years. He can be contacted via www.rapidbi.com/

© This article is copyright RapidBI 2008 – it may be copied providing the authors are credited, and direct links maintained


Strategic Organizational Development

March 14, 2008

OD professionals are the CEOs allies in creating a top performance culture for the organization.

Organizational Development professionals are specialists in Change Management and Culture Development. However many find themselves in positions that make it difficult to get a straight line of communication to the CEO. Mainly because of the Organizational structure and the fact that OD-Organization Development is located under HR. Ideally the OD Head would have a position on the same level as the HR Head according to Dr. William Rothwell from Pennstate University who is an authority in HR. However reality is that most OD professionals still work under the more traditional structure.

Some years ago I held an OD role that reported directly into the CEO – HR did not!! – so to some extent this is down to the CEO and their experience of what an OD professional can and cannot deliver in relation to their needs and vision for the organization.

OD as a discipline is getting is only recently starting to grow an a standalone profession. More so with the pangs of growth that many of the new organizations are now facing. Talent acquisition, retention, organizational culture and people development are now starting to hinge more on the OD professional more than the HR. Recognizing this aspect, many organizations are allocating independent structures for the OD function. However, in cases where the OD has to work under HR, whether he/she can connect to the CEO solely depends on what he/she is capable of taking to the table. If a OD professional can sparkle with out-of-the-box ideas which can directly contribute to the growth of organization, the CEO cannot turn a blind eye.

Back in the 60′s and 70′s OD focused on people, behaviours and their actions and interactions with each other, in those days the majority of organizations did not know how to look after or engage with their people –

Things have now changed, much is different

CEO’s are having their valuable time ever squeezed and as such will only be able to have people reporting directly in that can add directly and measurably to their primary objectives. They have to focus on the big picture or strategic matters.

Unfortunately it is not very often that OD practitioner can demonstrate primary change. If we want to be engaged at this level we need to re-evaluate what we do and what is classed as OD activity. For example, traditionally when undertaking diagnostic processes we seem to focus on people and behaviours, or on the culture, now we need to be more integrated and holistic. This means starting to look at factors which traditionally have not been the domain of OD practitioner. If we are to truly facilitate change then our diagnostic process need to map the PRIMO-F model – that is to cover:

  • People,
  • Resources,
  • Innovation,
  • Marketing,
  • Operations and
  • Finance elements,

For it is how these factors interact that provide the organization with either an advantage or disadvantage in the market place. When undertaking a SWOT analysis for your organization do you cover all of these elements appropriately? Sure we may not be in a position to solve any issues raised here but as OD facilitators our role is to identify any blocks in the organization, then help to facilitate a solution.

So if we really want to get noticed we need to really get strategic and start looking at interactions with people and systems in all elements of our respective organizations.

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Mike Morrison is director of RapidBI, an organizational effectiveness consultancy. He has been involved in HR, OD and strategic development for over 20 years. He can be contacted via www.rapidbi.com/

© This article is copyright RapidBI 2006, 2008 – it may be copied providing the authors are credited, and direct links maintained


How to Write a SWOT analysis

January 13, 2008

SWOT Analysis

A SWOT is a planning tool used to understand the Strengths, Weaknesses, Opportunities, and Threats involved in a project or in a business. It involves specifying the objective of the business or project and identifying the internal and external factors that are supportive or unfavourable to achieving that objective.

SWOT is an acronym for Strengths, Weaknesses, Opportunities, Threats.

There are several ways of graphically representing the SWOT analysis matrix or grid. Several versions are shown on this article – use the one which is best suited to your application. (More templates can be seen on our website SWOT analysis templates )

While at first glance the SWOT looks like a simple model and easy to apply, I can say from experience, that to do a SWOT analysis that is both effective and meaningful, requires time and a significant resource. This cannot be done effectively by just one person. It requires a team effort. The SWOT methodology has the advantage of being used as a ‘quick and dirty’ tool or a comprehensive management too, and that one can lead to the other. This flexibility is one of the factors that has contributed to its success.

The term “SWOT analysis” is in itself an interesting term. To my understanding, the SWOT is not an analysis. It is a summary of a set of previous analyses – even if those were not more than 15 minutes of mini-brainstorming with yourself in front of your computer. The analysis or more correctly interpretation comes after the SWOT summary has been produced.

The SWOT Model

Positive

Internal

Negative or potential to be negative

Strengths

Weaknesses

Opportunities

Threats

External

Strengths Weaknesses

Opportunities

Offensive

make the most of these

Defensive

watch competition closely

Threats

Adjust

restore strengths

Survive -

turn around

Definition of SWOT

A SWOT analysis process generates information that is helpful in matching an organization or group’s goals, programs, and capacities to the social environment in which it operates. Note the SWOT itself is only a data capture – the analysis follows.

Strengths

  • Positive tangible and intangible attributes, internal to an organization.
  • They are within the organization’s control.

Weakness

  • Factors that are within an organization’s control that detract from its ability to attain the desired goal.
  • Which areas might the organization improve?

Opportunities

  • External attractive factors that represent the reason for an organization to exist and develop.
  • What opportunities exist in the environment, which will propel the organization?
    Identify them by their “time frames”

Threats

  • External factors, beyond an organization’s control, which could place the organization mission or operation at risk.
  • The organization may benefit by having contingency plans to address them if they should occur.
  • Classify them by their “seriousness” and “probability of occurrence”.

Background to the SWOT Analysis

The SWOT analysis technique is credited by Albert Humphrey, who led a research project at Stanford University in the 1960s and 1970s using data from top companies.

The goal was to identify why corporate planning failed. The resulting research identified a number of key areas and the tool used to explore each of the critical areas was called SOFT. Humphrey and the original research team used the categories “What is good in the present is Satisfactory, good in the future is an Opportunity; bad in the present is a Fault and bad in the future is a Threat.” This was called the SOFT analysis.

In 1964 Urick and Orr at a conference changed the F to a W, and it has stuck as that, soFt to sWot

On its own a SWOT analysis is meaningless It works best when part of an overall strategy or in a given context or situation. This strategy may be as simple as:

  1. Goal or objective
  2. SWOT / SOFT
  3. Evaluation or measures of success
  4. Action

Introduction to SWOT

The SWOT analysis tool is great for developing an understanding of an organization or situation and decision-making for all sorts of situations in business, organizations and for individuals.

The SWOT analysis headings provide a good framework for reviewing strategy, position and direction of a company, product, project or person (career).

Doing a SWOT analysis can be very simple, however its strengths lie in its flexibility and experienced application. Remember the capture is only part of the picture.

Applications

A SWOT analysis can be used for:

  • Workshop sessions
  • Brainstorm meetings
  • Problem solving
  • Planning
  • Product evaluation
  • Competitor evaluation
  • Personal Development Planning
  • Decision Making (with force field analysis)

The SWOT is a great tool that can be used in association with PESTLE

Overview of SWOT

POSITIVE/ HELPFUL

to achieving the goal

NEGATIVE/ HARMFUL

to achieving the goal

INTERNAL Origin

facts/ factors of the organization

Strengths

Things that are good now, maintain them, build on them and use as leverage

Weaknesses

Things that are bad now, remedy, change or stop them.

EXTERNAL Origin

facts/ factors of the environment in which it operates

Opportunities

Things that are good for the future, prioritize them, capture them, build on them and optimize

Threats

Things that are bad for the future, put in plans to manage them or counter them

Aim of a SWOT Analysis

  • Reveal your competitive advantages
  • Analyze your prospects for sales, profitability and product development
  • Prepare your company for problems
  • Allow for the development of contingency plans

A SWOT analysis is a process to identify where you are strong and vulnerable — where you should defend and attack. The result of the process is a ‘plan of action’, or ‘action plan’.

The analysis can be performed on a product, on a service, a company or even on an individual.

Done properly, SWOT will give you the BIG PICTURE of the MOST IMPORTANT FACTORS that influence SURVIVAL and PROSPERITY. As well as a PLAN to ACT ON.

How to do a SWOT

Irrespective of whether you or your team are future planning for specific products, work, personal or any other area, the SWOT analysis process is the same.

  • Step 1 – Information collection – In the here and now…
    List all strengths that exist now. Then in turn, list all weaknesses that exist now. Be realistic but avoid modesty!
    • You can conduct one-on-one interviews. Or get a group together to brainstorm. A bit of both is frequently best
    • You’ll first want to prepare questions that relate to the specific company or product that you are analyzing. You’ll find some questions and issues below to get you going.
    • When facilitating a SWOT – search for insight through intelligent questioning and probing
  • Step 2 – What might be…
    List all opportunities that exist in the future. Opportunities are potential future strengths. Then in turn, list all threats that exist in the future. Threats are potential future weaknesses.
  • Step 3 – Plan of action…
    Review your SWOT matrix with a view to creating an action plan to address each of the four areas.

In summary:

  • Strengths need to be maintained, built upon or leveraged.
  • Weaknesses need to be remedied, changed or stopped.
  • Opportunities need to be prioritized, captured, built on and optimized.
  • Threats need to be countered or minimized and managed.

A SWOT analysis can be very subjective, and two people rarely come-up with the same final version of SWOT. It is an excellent tool however, for looking at the negative factors first in order to turn them into positive factors. Use SWOT as guide and not a prescription.

For more detailed examples, templates etc visit http://www.rapidbi.com/created/SWOTanalysis.html

Mike Morrison

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Mike Morrison is director of RapidBI, an organisational effectiveness consultancy. He has been involved in HR, OD and strategic development for over 20 years. He can be contacted via www.rapidbi.com © This article is copyright RapidBI 2006, 2008 – it may be copied providing the authors are credited, and direct links maintained


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