Getting started
The whole change started with a comprehensive strategy
review and the generation of a programme plan with specific projects covering
areas such as brand development, systems development, business lead generation
and defining the customer experience. This was kick started by the senior
management team with some input from relevant stakeholders. However initially it
was a ‘top-down’ process which drew a lot from the machine metaphor. Using
Kotter’s terminology a sense of urgency was created (‘with the market as it is
we cannot carry on as we have been doing’) and an overarching vision
developed.
The next layer of managers below the senior management team
were enlisted to form part of the guiding collation. A change management team
was formed, tasked with managing the transition from both a task and people
perspective, with sponsorship from and direct reporting line into the senior
management team. Quite soon however the changes picked up their own
momentum.
Gaining commitment
It became apparent that not everyone was dissatisfied with
the status quo. People were a little unclear about the desirability of some of
the changes, and some of the more impractical aspects of the proposed changes
were accentuated. The senior management team by now had extended the members of
the guiding coalition to involve a critical mass of 85 ‘strategy leaders’. It
was their task to reinforce the need to change, and to develop a clarity of
vision that could be translated into tangible objectives and behaviours
throughout the organization.
This translation process occurred over several months, and became
an iterative process with all staff. Conversations were had, which set out what
the managers wanted to see but involved staff at the front line talking through
the practicalities. This process raised some points about the original thinking
which needed amending, and enabled staff to get a much better idea of what was
required of them.
Breaking the mould
The transition from the old to the new was effectively dealt
with by the good use of programme management, led by the senior management team,
and supported by a specially constituted change management team. Feedback loops
to and from key stakeholders including staff were an integrated part of the
process.
The generation of a set of values which were translated into
behavioural imperatives, coupled with values workshops with all staff, set a
benchmark for the organizational culture. The values helped to minimize
organizational politics by encouraging ‘straight talk’. This was impressively
role modelled by the senior management team and the change management team, who
were open and honest with both good news and bad.
A key aspect of the new way of doing things was the openness to
ideas wherever they came from and the development of an enabling and empowering
culture. Creativity, risk-taking and learning were encouraged through the
co-option of diagonal slices of staff onto change initiative working groups and
by scheduled reviews throughout the transition period.
Self-esteem and performance can drop during periods of
change. In a sense this is unavoidable – a natural and normal reaction to change
affecting individuals (see Chapter 1). Key interventions here included demonstrable
listening to staff concerns and many examples of staff issues being dealt with
in a way that satisfied them but did not compromise the general business
direction. In addition objective third-party consultants were used as additional
support for individuals and groups of individuals who were most affected by the
changes. Line managers were prepared with full communication of the changes to
pass on, and open access was given to more senior managers to tap into their
knowledge and experience. Greater emphasis was put on coaching through the line,
which quickly enabled managers to tackle performance issues arising from the
change.
Building new teams
The realignment of the organization as a result of the new
strategy had a number of knock-on effects on different teams. The senior team
was a newly configured team at the beginning of the strategy review process, and
acquired a new sales director part-way through the process. An important
component of the time its members spent together was attending to their team
development process. The development process was focused on the tasks in hand –
strategy review and strategy implementation – but on a regular basis members
took the time out to look at where they were as a team, and how they were
performing and inter-relating.
The generation of the values was both a real and a symbolic act
for the senior management team. Having generated the values, they translated
them into actions for themselves. They
offered this to the rest of the organization as a guideline, but wanted
different parts of the organization to discover what the values meant for them
personally as a part of a team. This, together with the senior management team
role modelling the values, was seen as a crucial part of the process.
The realignment within the organization meant that other
teams and groups throughout the organization were affected to a greater or
lesser degree. For example, the increased focus on savings, investments and
mortgages led to a division of labour and separate reporting lines for staff
within the branch network. In addition the centralized contact centre was
required to develop greater links and better lines of communication with the
national advisor salesforce. Both these examples necessitated a breaking down of
old groupings and the development of a new set of teams and consequent
relationships.
Supporting individuals
People processes formed a large part of the change plan.
This included a communication strategy that was in line with the new values of
openness, honesty and straight talk. Processes were put in place to ensure that
individuals displaced had clarity around their situation and guidelines as to
how things would progress. Selection to new posts was made using an equitable
process, and the new reward scheme was aligned to the new strategy and
values.
Outplacement was provided for those leaving the organization
and counselling provided for those who needed to talk their situation through in
a confidential setting. Coaching and mentoring were provided for more senior
managers who had to take up new roles and needed to make sense of the changes
and make their own adjustments within
themselves.