Benefit Realisation Management in Practice at Sheffield Hallam University - By Nicola Haywood-Alexander
1. Benefit Realisation Management in Practice at
Sheffield Hallam University
Goldilocks and the Jar of Marmite!
Nicola Haywood-Alexander
Head of Business Improvement Services
Secretary & Registrar's Directorate
2. Dual Practice of.....
Change Leadership:
Design
Decision-making
Stakeholder engagement
Readiness for change
Transition
P3O:
Project management
Programme management
Portfolio management
(Corporate,IST and Estates)
'Be Brave' - 'Staying true'
.
3. Corporate Level Programme/projects and
Strategies
Improving Student Experience
Academic and Student Process Improvements
Student Service Improvements
Future Student Relationship Management
Data Warehouse and Institutional MI Reporting
Research and KT Information & Data Processes
HR and Payroll System
Single Card
Estates Strategy
International Strategy
Sports Strategy
4. Using benefits to support management of
corporate change portfolio at SHU
Definition:
Considering benefits when the strategic objectives are set
Qualitative as well as value based benefits
Delivery:
Mapping the change strategy, combining it with the
blueprint/ product breakdown to design programme
Managing interdependencies
Prioritisation
Exploitation:
Focus on benefit and outcomes rather than solution centric programmes and
projects
Business case and value management
Review:
Corporate performance framework
Post phase, programme and transition reviews
Source: Ashurst et al., 2008
6. Deployment and maturity
• Emergent
• UEG leadership
• Linked with business
case, blueprint and programme
delivery framework
But...
• Variable engagement
• Variable institutional experience
• Multiple levels of maturity
7. How we use Benefit Realisation Management
• Strategic performance
management
• Value management
• Portfolio management
• Change management
- Metrics and indicators
- Cost benefit analysis
- Prioritisation
- Change journey and rationale
Understanding - and - Story-telling
8. Practitioner Issues
• Who is the BR Manager?
• Problem or strategy centric?
• Complexity
• Expressing tangible benefits
• MI, data and service metrics
• Developing indicators
o qualitative and quantitative
• Often retrospective
• 'Lip service' 'Academic exercise'
9. Academic Issues
• Causal and affect
• Feedback and evaluation of
assumptions
• Strategy or value management
• Change management
o organisational development
o organisational behaviour
11. Success with BRM
More than just
organisation....
• Paradigm shift that
is subtle, but
extremely important
• What is already
know becomes
valuable and hence
practice makes
sense
• Relationships are a
vital ingredient to
working across
cultures
Source: Ashurst et al., 2008
12. Changing management is
contextual
“Company cultures are like
country cultures. Never try to
change one.
Try, instead, to work with what
you've got.”
PeterDrucker
Source: Johnson & Scholes, 1992
13. The sector's is currently undergoing
potentially radical change
There is a legacy of debate regarding
university management to reflect upon
People either love it or hate it -
managers and academics alike
A technique with many facets
An experienced practitioner can chose
to use and apply the tools in numerous
combinations.
The trick is to get it just right!
Goldilocks and the
Jar of Marmite?
I spoke earlier about sometimes there has been bias towards change being structured and other times towards it being people centric.Story of CtI programme. Context : a power struggles at the highest level (and acknowledged as so)Highly developed expertise in organisation HR change (we have done a lot) excellent experience for impacted staff (auditor's comments)Cultural silos present in faculties and emerged in directorates - impacted implementation of whole system change and user engagement not so good experience for internal customersA change manager has to be brave, hold fast during the storm. Some leads got very nervous, wanted to close down the programme as soon as the structures were in, and put its brand to bed. Had to remind them what a transformational programme is about, take them back to the blueprint and review the business case and benefits.And yes! that was taking the scientific, methodological management perspective and a solution o the symptoms, but what was the cause?What was driving this? A broader cultural context - these manager have highly instinctive to their local culture. The academic critique was gaining voice and their inherent bureaucratic nature meant they wanted to manage and control the risk very tightly.Cultural intuition? Indeed but ironically also a cultural faux pas!We were at the bottom of the change curve (click) and attention to the people side was needed as well, not just for the staff whose job changes (they knew this needed attention) but for all stakeholders. The old ways worked of well-embedded working relationships and routines rather than specially defined processes (tasks were personified). These (both) were described by stakeholders as 'being broken'. Academics want to be intellectual and loyal in a collegiate sense. And administrators want to excellent and efficient in a corporate sense.Nothing wrong with either of this great attributes, but the lesson is to be effective you need both sides - a balance.
Too many times I have seen on a benefit map, a change or impact called "Change the culture" - oh yeah?!Best chance you have is to implement the change within the culture, but not to it.We haven't forced practices upon the university, but allowed our practices to evolve. Now there is a conscious, on-going review and development of roles:Programme/Project (Change) LeadersProgramme/Project Managersand their working relationship.This is change management itself, so ... How did we accomplish this?Critically it's about understanding culture,in terms of:Practice - competences and applying them to the cultural context - andPractitioner - innate and developed competences, related to cultural backgroundOur culture is predominately about:Reflecting upon change journeys, feedback, observations, challenges and success.Willingness to evaluate, learn and adapt on a continuous basisThere is some interesting thinking regarding cultures and change we readily apply - I thought I would share these with you, as they are transferable. The Cultural Web (Click) is a framework for describing a culture in term of its stories, rituals, power structures...is readily accepted because Prof Scholes of Johnson and Scholes is a highly regarded SHU and previous director of the Sheffield Business School.Then there is McNay's descriptions of university culture (extension of thinkers such as Handy and Morgan)