Organization Development and Change Chapter Four Entering and

Learning Objectives for Chapter Four To describe the steps associated with starting a planned

The Entering Process n Clarifying the Organizational Issue ¨ Presenting Problem ¨ Symptoms n

Elements of an Effective Proposal Content Description Goals of Proposed Effort Descriptive, clear, and

Don’t forget to be S. M. A. R. T. n You should integrate the

Elements of an Effective Contract n Mutual expectations are clear ¨ Outcomes and deliverables

Interpersonal Issues of Entry n Client Issues ¨ Exposed and Vulnerable ¨ Inadequate ¨

What Goes in a Contract? Responsibility of agent and client n Non-compliance conditions n

What Goes in a Contract? Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning

Alegent Health pgs 80, 82 -84 n n n What is the presented problem

Application 4, Keller Technology pgs 80, 82 -84 n n n What is the

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Organization Development and Change Chapter Four: Entering and Contracting Thomas G. Cummings Christopher G. Worley

Learning Objectives for Chapter Four To describe the steps associated with starting a planned change process n To reinforce the definition of an OD practitioner as anyone who is helping a system to make planned change n Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -2

The Entering Process n Clarifying the Organizational Issue ¨ Presenting Problem ¨ Symptoms n Is the problem stated the real problem or a symptom? n Determining the Relevant Client ¨ Working power and authority n Who are the key internal players? Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -3

Elements of an Effective Proposal Content Description Goals of Proposed Effort Descriptive, clear, and concise goals to be achieved Recommended Action Plan Description of 1) diagnosis, 2) data analysis process, 3) feedback process, and 4) action-planning process Specification of Responsibilities What will various leaders, including the OD practitioner, be held accountable for? Strategy for Achieving the Desired State Provide change strategies, including education/training, political influence, structural interventions, and confrontation of resistance. Fees, terms, and conditions Outline fees and expenses associated with the project Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -4

Elements of an Effective Contract n Mutual expectations are clear ¨ Outcomes and deliverables ¨ Publishing cases and results ¨ Involvement of stakeholders n Time and Resources ¨ Access to client, managers, members ¨ Access to information n Ground Rules ¨ Confidentiality Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -6

What Goes in a Contract? Responsibility of agent and client n Non-compliance conditions n Payment schedule n Insurance (licensed and bonded) n Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -8

Alegent Health pgs 80, 82 -84 n n n What is the presented problem or topic/solution? Is the presented problem or topic/solution correct or a symptom? Who are the key players? Briefly address each of the 5 elements of an effective proposal? What are the mutual expectations? What are some of the client issues? Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -10

Application 4, Keller Technology pgs 80, 82 -84 n n n What is the presented problem or topic/solution? Is the presented problem or topic/solution correct or a symptom? Who are the key players? Briefly address each of the 5 elements of an effective proposal? What are the mutual expectations? What are some of the client issues? Cummings & Worley, 9 e (c) 2008 South-Western/Cengage Learning 4 -11