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Implementation & Change Management
© 2014, National Council of the United States Society of St. Vincent de Paul, Inc. This copyright covers all materials in this presentation except where otherwise noted.
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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
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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
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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
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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
© aha! Process, Inc.
6Hope in Action…ending poverty through systemic change
Organize A Steering Committee
• Establish the vision for your area
• Develop your plan for implementation, including change management
• Society
• Parishes
• Community partners
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Council Implementation Plan
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• Which strategies will be your initial focus ?• Mentoring & Getting Ahead• Advocacy• Community Organizing • Collaboration
• Where will you begin ?• Targeted districts / conferences
Hope in Action…ending poverty through systemic change
Initial Formation & Change Goals
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• 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
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• Understanding Change• The Speed of Change• Understanding Resistance• Change Planning• Overcoming Resistance• Table exercise: Force Field Analysis
Agenda
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END POVERTY THROUGH SYSTEMIC CHANGE
OUR VISION
One Person One Neighborhood One Community at a time
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• Role that human dynamics play in speed of
change
• How resistance shows up
• Planning for change
What we will cover in this overview….
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…at best• Annoying• Inconvenient• A force for improvement
…at worst• Paralyzing• Devastating• A force for deteriorating performance
Change is…
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60-90% of all organizational change
efforts fail!
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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?
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• 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
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The Speed of Change
Adoption
of
Change
Most of Us
Early Adopters Laggers
Time
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• 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
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• 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
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Who Does This Change Impact?
Communities
Parishes
Conferences
People we serve
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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
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• Communication
• Training
• Reinforcement
Tools to Lead Change
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• 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
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• 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
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• 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
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• 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
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• 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
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Training / Formation
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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
Hope in Action…ending poverty through systemic change
• 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
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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
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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
fit
Attraction through Discernment
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• 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
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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”
DVD
36Hope in Action…ending poverty through 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
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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 – [email protected] –to get the price.
Bridges Materials & Pricing (Cont.)
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• $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
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• 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
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• 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
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• 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: [email protected]
• 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
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• 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
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• 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
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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 [email protected] (404.201.0270))
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• 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
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www.gettingaheadnetwork.com
Aha Resources
Copyright 2012 by DeVol & Associates, LLC. All rights reserved. www.gettingaheadnetwork.com
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SVdP Resources
St Vincent de Paul Systemic Change web portal
http://new.svdpusa.org/systemicchange
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Mentoring & Getting AheadPreparation & Operation
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• Program scope and overall design
• Guidelines, process flows, and material requirements for your area
• Attract people• Communication (Newsletters, invitations, other)• Marketing • Public relations
Development
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• 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
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• Getting Ahead program set-up & support • Secure facility• Coordinate meals, materials, baby sitting• Participants & Facilitators• Mentors• Support Groups
Planning & Implementation
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• Identifying & screening candidates: home visits, store employees, community referrals
• Funding: council, conference, partners, grants
• Organization: council, conference, partners, supporters
Planning & Implementation
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• 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
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• 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
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Advocacy & Community Organizing
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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
Hope in Action…ending poverty through systemic change
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
© aha! Process, Inc.
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Community Intervention Framework
Adult Literacy, Skills & Employment
High School Graduation & Teen Pregnancy
Third Grade Reading Proficiency
School Readiness
Prenatal Care & Infant Survival
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Metrics
• Results/Outcomes Metrics• $• Customer Satisfaction• Profits
• Process Metrics• Leading Indicators (Predictors)• Trailing Indicators (Laggers)
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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
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• 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
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• 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
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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
© aha! Process, Inc.
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Support Transition Out Of Poverty
Eliminate
Poverty
What Does Our Community Look Like With Our Vision in Place
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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
Hope in Action…ending poverty through systemic change
What Does Our Community Look Like With Our Vision in Place
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• 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
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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
