Implementation & Change Management © 2014, National Council of the United States Society of St....

Implementation & Change Management

St. Vincent de Paul wrote that

“The poor suffer less from a lack of generosity than from a lack of organization.”

Hope in Action…ending poverty through systemic change2

Spring / Summer 2013

Overview to Councils and Conferences

August 2013

Train-the-trainer workshop for 34 early adopter council teams

LH2013 / 2014

Early adopters develop local plans, provide initial training, get started

National Implementation Timeline: 2013-2014

3Hope in Action…ending poverty through systemic change

East & West workshops Local plans, initial trainingBroaden use of new practices and gather lessons learned

Share lessons learned, best practices, refine approachesExtend to more conferences, councils, and special works

National Implementation Timeline: 2014-2015

Getting Ahead facilitator training launched Update formation materials

FH 2014

LH 2014

2015 & beyond

Hope in Action…ending poverty through systemic change

Council & Conference Implementation

Steps For Developing Bridges Community … Not Necessarily In Order

• Introduce Bridges constructs

• Develop critical mass

• Offer Getting Ahead to people in poverty

• Develop Organizational Structure, including a Steering Committee

Organize A Steering Committee

• Establish the vision for your area

• Develop your plan for implementation, including change management

• Society

• Parishes

• Community partners

Council Implementation Plan

• Which strategies will be your initial focus ?• Mentoring & Getting Ahead• Advocacy• Community Organizing • Collaboration

• Where will you begin ?• Targeted districts / conferences

Initial Formation & Change Goals

• Change attitudes & build interest in key roles • Understand Bridges constructs• Change attitudes towards those in poverty• Build consensus for new way of serving the poor • Build the desire to become Mentors & Getting Ahead

Facilitators, get involved in VOP advocacy & community collaboration

• Get started!Hope in Action…ending poverty through systemic change

Leading & Managing Change

Hope in Action…ending poverty through systemic change 10

• Understanding Change• The Speed of Change• Understanding Resistance• Change Planning• Overcoming Resistance• Table exercise: Force Field Analysis

Agenda

END POVERTY THROUGH SYSTEMIC CHANGE

OUR VISION

One Person One Neighborhood One Community at a time

• Role that human dynamics play in speed of

change

• How resistance shows up

• Planning for change

What we will cover in this overview….

…at best• Annoying• Inconvenient• A force for improvement

…at worst• Paralyzing• Devastating• A force for deteriorating performance

Change is…

60-90% of all organizational change

efforts fail!

Success is not Guaranteed

“If you think you can do a thing or think you can’t do a thing, you’re right.”

Henry Ford

“Never doubt that a small group of thoughtful, concerned citizens can change world. Indeed it is the only thing that ever has.” Margaret Mead

Are we naturally resistant to change?

• When did you last change cell phones?

• Why did you change?

• How did that go?

• Don’t confuse resistance to change with old habits

A Simple Change Example

The Speed of Change

Adoption

Change

Most of Us

Early Adopters Laggers

• Members are more accepting when they see the benefits of the vision

• When leaders show patience, trust in the plan increases and change begins

• Being able to adapt the vision to the Council/Conference situation insures a more lasting change

Applying the Principles of Change in the Society

• What is your final goal? • Who does this change impact? • Which obstacles need to be overcome to

reach your goal? Use a Force Field Analysis• Which of these should be overcome first? • Which steps should be taken after that and

what results can you expect? • When will a “lessons learned” analysis be

available?

Making a Change Plan

Who Does This Change Impact?

Communities

Parishes

Conferences

People we serve

Leading & Managing Change

Leading• Focus on vision• Inspire groups • Freely delegate • Focus on group

metrics• High-level focus• Have courage

Managing• Focus on execution• Inspire individuals• Monitor assignments• Individual effort &

performance• Attention to detail• Have patience

Both are needed for successful change implementation

• Communication

• Training

• Reinforcement

Tools to Lead Change

• Communicate…Communicate…Communicate!!!• Frequently…at every opportunity• Why is this change necessary• What does the future look like • How are we going to do this• Acknowledge concerns & answer questions

• Celebrate success

Tools to Lead Change: Communication

• Teach people “how to” perform the new roles in the systemic change vision

• Tailor training to their role • Be flexible in order to reach maximum

number of people • Revise the training to incorporate lessons

learned as experience grows

Tools to Lead Change: Training

• Adjust what we measure to reflect the new strategic vision & goals

• For employees, include this direction in their annual goals, performance assessment & rewards

Tools to Lead Change: Reinforcement

• Absenteeism from meetings• Late / incomplete assignments• Incessant questioning• “That won’t work here. We are different

than…..”

"If you look at the whole system, you realize the barriers are in our minds. What moves that forward is a willingness to change behaviors and come together to collaborate on win/win solutions.“

Sarah Severn, Nike

Symptoms of Resistance

• Capture & respond to “reasonable” concerns• Repeat the vision• Tell stories of local successes and celebrate them!

• Communicate…Communicate….Communicate!!• Provide the tools for success

• Training should be specific to their role in the vision • Hold people accountable for design and execution

of their implementation plan • They must have ownership!

“If the representatives from any part of the system enter discussions feeling they are not valued, that decisions have already been made, or that they may lose from the negotiations, then it is likely that little progress can be made.”

Frank Voehl, Vincentian & Change Management expert

Dealing With Resistance

• Who will lead Systemic Change in your area?

• Who will manage it?

• What is the communication & training plan?

• What are the high level indicators that you are on track?

• What is the ideal time frame?

Remember-this is your preliminary planning tool-the more people you involve in answering these questions, the better your efforts will go

Leadership Planning

Training / Formation

Formation Goals

Educate Leaders & Members To:• Understand the Vision & Value of Systemic Change

• See the opportunities to make a difference

Identify & Train Those Who:• Embrace Systemic Change• Will Serve as Mentors & GA Facilitators, Support Personnel

• Will Serve as Community Organizers• Will Serve as Political Advocates

• Series of 3-Day Workshops• Participants attend portions relevant to their role in the local implementation plan

• Series of tailored workshops, delivered over time, in half to one day modules

• All interested Vincentians & Community Partners• Mentors & Getting Ahead Facilitators • Community Organizers & Advocates

Decide on Delivery Options

Systemic Change Overview & The Bridges Poverty Lens

• Knowledge to work more effectively with those in poverty

• Opportunities to get involved:• Mentoring & Getting Ahead• Advocacy• Community Organizing

• Discern the possible role they might play

KEY: Universal Education

Allow the Holy Spirit to work in people’s lives• Require Universal Education – lead them to training

(facilitator, mentor, support)

After training, provide ‘Discernment’ Questions• Indicate interest by signing-up for a Discernment

Interview• Perform background checks, provide child-safe training

where appropriate• Discuss answers to questions to determine if it’s a right

Attraction through Discernment

• Education Sessions – Systemic Change Overview & The Bridges Poverty Lens

• Gain knowledge to discern if further training is for them

• Functional Training Sessions – Mentor, GA Facilitator, Support Team, VOP Advocacy, Community Organizing

• GA Facilitator done nationally via SVdP webinar• Mentor, Support, VOP, Community Organizing done locally• Further discern if becoming a practitioner is right for them

After training, hold a ‘discernment interview’ to determine if there is a right fit.

Education / Training / Screening Paths

Tools for initial formation & change mgt

• Systemic Change Overview • Bridges Individual Lens DVDs• Ozanam Orientation: Parts VII & VIII• Poverty Simulation• Sheila Gilbert’s “Systemic Change”

• All presentations, Society-produced documents and tools can be downloaded from Society’s web site

• SVdPUSA.org - Members Information site – Programs - Systemic Change

• Bridges materials can be ordered directly from aha! Process, Inc. at (800) 424-9484 or online at

www.ahaprocess.com/store/

Accessing Materials

Bridges Individual Lens – set of 7 DVDs - $120.00 + S&H Normally this set costs $350.00 through “aha! Process, Inc.” The National Council has special licensing of this video set. Sets must be ordered through Mike Syslo at the National Council office – msyslo@svdpusa.org –to get the price.

Bridges Materials & Pricing (Cont.)

• $4.50 per person license fee for individuals trained as a trainer using Bridges constructs • Any of the materials from this workshop • Getting Ahead facilitator training

• Update the National Member Database to record attendance at a training workshop utilizing these materials

• License fees are paid by the hosting Council or Conference to the National Council.

Accountability and Licensing

• Bridges Out of Poverty - $25.00 (5 or more $18.00)

• Bridges to Sustainable Communities - $14.95 (5 or more $12.95)• Getting Ahead in a Just Getting’-By World

• Facilitator $19.50 (10 or more $16.50) • Investigator $19.50 (10 or more $16.50)

Bridges Materials & Pricing

• Developed and performed locally – may include:

• Outline of “Getting Ahead”

• Relationships

• Change theory and motivation

• Community resource-building programs

• Sample agenda in your binders

Mentor Training

• Webinar course (2 x 3½ hr sessions) - No charge, except for purchase of Bridges books

• Next webinars: Oct 28 & 30 (2-5:30pm Central); Nov 4 & 13 (5-8:30pm Central) contact: tppelger@comcast.net

• Prerequisites: • Systemic Change Overview and Bridges Individual Lens

DVDs • Bridges Out of Poverty, Bridges to Sustainable

Communities• GA Facilitator Notes & Investigator Workbooks

Getting Ahead Facilitator Training

• Serving in Hope (Mod. IV)

• Comprehensive Site of the US Bishops http://www.usccb.org/beliefs-and-teachings/what-we-believe/catholic-social-teaching/index.cfm

• Vincentian Themes of Catholic Social Thought http://vinformation.famvin.org/vincentian-spirituality/in-todays-world/ten-foundational-principles-in-the-social-teaching-of-the-church/

Catholic Social Teaching Resources

• Introductory Video https://www.youtube.com/embed/pxpMHMUIQZc?autoplay=1

• Starting and Maintaining a Voice of the Poor Committee http://www.svdpusa.org/Portals/1/Starting%20a%20VOP%20Document.pdf

• Voice of the Poor Advocacy Guide http://www.svdpusa.org/Portals/1/VOP%20Guide%20and%20Tip%20Sheet%20for%20Congressional%20Visits.pdf

Advocacy Training

Advocacy Resources

• VOP Formation Guide

• National Position Papers

• VOP Web site www.SVDPusa.org/Resources/VoiceofthePoor.aspx

• Sign up to get legislative updates

www.capwiz.com/SVDPusa/home/

For further information, contact Jack.Murphy@att.net (404.201.0270))

• Projects must:

• Involve the poor in decision making

• Support Catholic Teaching

• Start with local Diocesan Director http://www.usccb.org/about/catholic-campaign-for-human-development/diocesan-coordinators-catholic-campaign-for-human-development.cfm

• Great Resource: http://www.povertyusa.org/

CCHD Resources

www.gettingaheadnetwork.com

pdevol@ahaprocess.com

Aha Resources

SVdP Resources

St Vincent de Paul Systemic Change web portal

http://new.svdpusa.org/systemicchange

Mentoring & Getting AheadPreparation & Operation

• Program scope and overall design

• Guidelines, process flows, and material requirements for your area

• Attract people• Communication (Newsletters, invitations, other)• Marketing • Public relations

Development

• Preparatory events• Introductory – Generate interest• Education – The Bridges Lens, the Mentoring

Program• Training – Mentors, facilitators, support teams

• Information management / communication• Database• Communication (email, print, local media)

Planning & Implementation

• Getting Ahead program set-up & support • Secure facility• Coordinate meals, materials, baby sitting• Participants & Facilitators• Mentors• Support Groups

• Identifying & screening candidates: home visits, store employees, community referrals

• Funding: council, conference, partners, grants

• Organization: council, conference, partners, supporters

• Build network of collaboration partners

• Programs that build personal “resources”

• Businesses that can provide better jobs

• Share expenses

• Sponsor support groups – mentors, GA graduates…

• Engage graduates: GA facilitation, mentoring, community assessments & planning

Creating the Environment forGraduates to Succeed

• Establish feedback loops to gather vital input required to tweak and improve the program

• Share what you have learned with other Vincentians

• Monitor and report on progress• Operational – number educated, trained,

participants• Outcomes – the measures agreed upon

locally

Operations

Advocacy & Community Organizing

Utilize Council/District Voice of the Poor Committee as a clearinghouse for focusing Systemic Change Advocacy

• Identify root causes that lead to people to call us

• Common causes extend over multiple conferences

• What is best influenced at our level?

• Who else in our area is working on this?

• What must be worked at state or national levels?

Getting Started with Systemic Change Advocacy

Steps For Developing Bridges Community … Not Necessarily In Order

• Introduce Bridges constructs

• Develop critical mass

• Offer Getting Ahead to people in Poverty

• Develop Organizational Structure, including a Steering Committee

Community Intervention Framework

Adult Literacy, Skills & Employment

High School Graduation & Teen Pregnancy

Third Grade Reading Proficiency

School Readiness

Prenatal Care & Infant Survival

Metrics

• Results/Outcomes Metrics• $• Customer Satisfaction• Profits

• Process Metrics• Leading Indicators (Predictors)• Trailing Indicators (Laggers)

Community Assessment

• Identify the most important causes of poverty in your community• Determine how best to meet those needs as a

Community partner• Engage with other faith-based and community

organizations• Bring those we serve to the table for input in the plan

• In 2014-15, $14 million+ to community groups to overcome poverty and injustice

• Grants break the cycle of poverty by helping low-income people participate in decisions that affect their lives, families and communities

• 25% of annual CCHD collection retained by dioceses to fund

• Parish Grants (up to $5,000)

• Community Grants (up to $10,000)

Catholic Campaign for Human Development

• Community Development Grant Program $25,000-$75,000• Projects are led by people living in poverty and

work to address the root causes of poverty• Economic Development Grant Program

$25,000-$75,000• Developing new businesses that offer good

jobs and/or develop assets that will be owned and enjoyed by local communities.

• Strategic National Grant Program

Catholic Campaign for Human Development

Evaluating Programs – Questions to Answer

Alleviate Effects

Of Poverty

Evaluating Programs

Purpose of each? Need for redesign? Which Purpose gets most funding? Redesign to serve multiple purposes? Any that inadvertently foster dependency? What safety nets are necessary to survive without assistance? How should funding be shared and allocated between Alleviation, Prevention , Transition and Elimination?

Prevent

Poverty

Support Transition Out Of Poverty

Eliminate

Poverty

What Does Our Community Look Like With Our Vision in Place

A community where those in need have a chance

• At a Well Paying Job• At a Good Education• At Good Health Care• At Fair Credit

What Does Our Community Look Like With Our Vision in Place

• It Is a Community With a Tax Base to Maintain:• High Quality Services• Infrastructure• Future Community Development

• Social Capital that Brings People Together Across

Class and Racial Lines To Solve ProblemsHope in Action…ending poverty through systemic change

• Need to break out of the current cycle

• Donors want to see results

• Vincentians want to make a LASTING difference

• Those we serve deserve it

• It’s our time to fulfill Frederic’s legacy

What’s At Stake

Hope in Action...Ending poverty through systemic change 67

END POVERTY THROUGH

“Hope in Action”

OUR VISION

…. One Person One Neighborhood One Community at a time

Hope in Action...Ending poverty through systemic change68

Implementation & Change Management © 2014, National Council of the United States Society of St....

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