The      LEAD Institute
Partners for Change & Transformation




                                       World Class
                                        Climate



   Using Surveys and Survey Guided Development to Develop
            Better, More Productive Organizations
Friday, March 12, 2010                                      1
The      LEAD Institute
Partners for Change & Transformation




                                       World Class Climate for
                                            Engagement
                                       • Overview of Climate
                                       • Human Motivation & Climate
                                       • Measuring Climate
                                       • Survey Guided Development


Friday, March 12, 2010                                                2
The      LEAD Institute
Partners for Change & Transformation




                                               Next Steps
                                  • Take the survey, no fee for the first report.
                                  • Register for the Survey Guided Development
                                       PLANNING WebCast- readiness assessment,
                                       best practices & check lists.

                                  • Register for the FEEDBACK, ACTION
                                       GENERATION & DEPLOYMENT WebCast-
                                       Instruction, tips, templates and forms for
                                       facilitating a system of feedback & action.

                                  • Contact me on how to get greater value from
                                       your existing survey efforts.


Friday, March 12, 2010                                                               3
The      LEAD Institute
Partners for Change & Transformation




                                 Climate Overview
                             Building Better & More
                            Productive Places toWork



Friday, March 12, 2010                                 4
The      LEAD Institute
Partners for Change & Transformation




                            Climate & Performance
                           Linked to...
                           • Share Holder Value
                           • Customer Satisfaction & Loyalty
                           • Return on Investment
                           • Return on Assets
                           • Quality
                           • Safety
Friday, March 12, 2010                                         5
The      LEAD Institute
Partners for Change & Transformation




                                                     Change:
                                                Climate vs Culture
                                                  Climate   Culture

                                       Effort      Lower    Higher

                                       Time       Shorter   Longer

                              Variables            Fewer    Many

                        Complexity                 Lower    Higher

                     Success Rate                  Higher   Lower

Friday, March 12, 2010                                                6
The      LEAD Institute
Partners for Change & Transformation




                                       Climate Clutter: What is it?

    Emp                                              Emp
  Sati    loye                                     Com   loye
       sfac     e                                     mitm
                                                              e
           t io n                                          ent?
                 ?
                                      E mployee Behavior?

           Employee M     otivation?

                        e
                                               ment?
                                            a!
                      e
                                         ng
                     y s?
                                     e E
                  l o e
                                   ye
                               plo
                p     d
              m tu
             E ti
               t           E m
              A
Friday, March 12, 2010                                                7
The      LEAD Institute
Partners for Change & Transformation




                                              Climate Clutter
                                                   Is it:
                     Indirectly Observable              Directly Observable
                        Characteristics                        Events
                                       Satisfaction    Commitment / Loyalty

                           Motives / Attitudes              Behaviors

                                          Being                 Doing




                                                  Engagement
Friday, March 12, 2010                                                        8
The      LEAD Institute
Partners for Change & Transformation




                            Human Motivation
                                       Stimulating Motives at
                                               Work



Friday, March 12, 2010                                          9
Healthy Climates Stimulate
The      LEAD Institute
Partners for Change & Transformation




                                            Motives at Work




                                                             ds
                                                         ee
                                                       /N
                                                       als
                                                    Go
                                                 al
                                               on
                                                rs
                                             Pe




                                              Organizational Goals / Needs
Friday, March 12, 2010                                                       10
The      LEAD Institute
Partners for Change & Transformation




                                             Motives
                                       Affiliation
                                       Power / Influence
                                       Achievement
                                       Security




Friday, March 12, 2010                                    11
The      LEAD Institute
Partners for Change & Transformation




                                       Affiliation
              Stimulated when there are opportunities to...
          • Belong, be accepted, feel a part of...
          • Establish & maintain healthy interpersonal relationships
          • Find and relate in areas of common in interest
          • Feel liked, valued and appreciated
          • Give and receive Support

Friday, March 12, 2010                                                 12
The      LEAD Institute
Partners for Change & Transformation




                                       Power / Influence
             Stimulated when there are opportunities to...
         • Be heard, listened to and feel relevant
         • To make an impact
         • Increase visibility, status, differentiate oneself from
                   others
         • Exercise discretion & freedom

Friday, March 12, 2010                                               13
The      LEAD Institute
Partners for Change & Transformation




                                       Achievement
             Stimulated when there are opportunities to...
         • Accomplish, succeed, do well & improve
         • Associate accomplishment with positive feelings
         • Demonstrate and incrementally develop mastery / skills
         • Make measurable progress


Friday, March 12, 2010                                              14
The      LEAD Institute
Partners for Change & Transformation




                                       Security
                 The need for & to...
             • Foresee risk and minimize loss
             • Predictability and routine
             • Continuity
             • Stability


Friday, March 12, 2010                            15
The      LEAD Institute
Partners for Change & Transformation




                              Measuring Climate
                                       LEAD Climate Survey




Friday, March 12, 2010                                       16
The      LEAD Institute
Partners for Change & Transformation
                                       Survey Items and Motives

                                                              Power /
                                                Affiliation              Achievement   Security
                                                             Influence


        Commitment & Satisfaction
        Recognition
        Support
        Organization

        Performance Focus

        Empowerment




Friday, March 12, 2010                                                                           17
The      LEAD Institute
Partners for Change & Transformation

                                       LEAD Climate Survey

                                                                   Human
                                                                  Resource
                                                                  Utilization


                                            Manager
                                                                                       Recognition
                                            Quality



                                                    Engagement
                                                       Satisfaction &
                                         Support       Commitment                             Empowerment




                                                                                Performance
                                                   Organization                    Focus




Friday, March 12, 2010                                                                                      18
The      LEAD Institute
Partners for Change & Transformation
                                           LEAD Engagement Climate
                                                   Survey
                                                                                     Personal
                                                                                       Development

                                 Alertness                                  Human
                                                                                                              Fairness
                                                                           Resource
                          Receptivity                                                                               Praise
                                                                           Utilization
                                       Skills

                                                     Manager
                                                                                                Recognition
                                                     Quality



                                                             Engagement                                               Encouragement
            Working                                             Satisfaction &                                           Freedom &
        Relationships
            Work
                                                 Support        Commitment                             Empowerment         Risk Taking
      Facilitation
                  Teamwork


                                                                                         Performance
                                                            Organization                    Focus         Performance
                                                                                                         Factors
                                                Structure
                                           Responsibility                                               Performance
                                                                                                       Emphasis

Friday, March 12, 2010                                                                                                                   19
The      LEAD Institute
Partners for Change & Transformation




                                       Survey Guided
                                       Development
                                       A Powerful Means for
                                             Change


Friday, March 12, 2010                                        20
The      LEAD Institute
Partners for Change & Transformation




           Survey Guided
       Transformation Process

                                                    Analysis &   Feedback,&   Follow-Up &
                                       Admin &      Feedback
                        Planning       Collection                  Action
                                                     Design                    Monitoring
                                                                 Generation




Friday, March 12, 2010                                                                      21
The      LEAD Institute
Partners for Change & Transformation




                                       Process Overview
                                  1. Planning: Are you Ready; mangers & employees?
                                     Who to survey? How to code data for feedback
                                     purposes? How to introduce the process to the
                                     organization? What form of follow-up, monitoring or
                                     coaching is desired?

                                  2. Administration & Collection.

                                  3. Data Analysis & Feedback Session Design

                                  4. Feedback, Action Generation &
                                     Deployment

                                  5. Follow-up & Monitoring
Friday, March 12, 2010                                                                     22
The      LEAD Institute
Partners for Change & Transformation




                                       Feedback, Action Generation
                                             & Deployment
                                                      Climate Survey Feedback & Action
                                                             Deployment Model




                                                                                                                        Systemic Changes & Actions
                                                                              Senior
                                                                            Leadership
                                                                               Team
                                         Challenges




                                                          Work           Work           Work            Work
                                                          Unit A         Unit B         Unit C          Unit D

                                                        Local Changes   Local Changes   Local Changes   Local Changes
                                                          & Actions       & Actions       & Actions       & Actions




Friday, March 12, 2010                                                                                                                               23
The      LEAD Institute
Partners for Change & Transformation




                                               Next Steps
                                  • Take the survey, no fee for the first report.
                                  • Participate in the Survey Guided
                                       Development PLANNING WebCast-
                                       readiness assessment, best practices & check
                                       lists.

                                  • Participate in the FEEDBACK, ACTION
                                       GENERATION & DEPLOYMENT WebCast-
                                       Instruction, tips, templates and forms.

                                  • Contact me on how to get greater value from
                                       your existing survey efforts.


Friday, March 12, 2010                                                                24
734•320•3521

                           email: ksprock@aol.com
                         blog: www.kellypetrock.com
                         Web: www.leadinstitute.com


Friday, March 12, 2010                                25

Organizational Climate for Engagement

  • 1.
    The LEAD Institute Partners for Change & Transformation World Class Climate Using Surveys and Survey Guided Development to Develop Better, More Productive Organizations Friday, March 12, 2010 1
  • 2.
    The LEAD Institute Partners for Change & Transformation World Class Climate for Engagement • Overview of Climate • Human Motivation & Climate • Measuring Climate • Survey Guided Development Friday, March 12, 2010 2
  • 3.
    The LEAD Institute Partners for Change & Transformation Next Steps • Take the survey, no fee for the first report. • Register for the Survey Guided Development PLANNING WebCast- readiness assessment, best practices & check lists. • Register for the FEEDBACK, ACTION GENERATION & DEPLOYMENT WebCast- Instruction, tips, templates and forms for facilitating a system of feedback & action. • Contact me on how to get greater value from your existing survey efforts. Friday, March 12, 2010 3
  • 4.
    The LEAD Institute Partners for Change & Transformation Climate Overview Building Better & More Productive Places toWork Friday, March 12, 2010 4
  • 5.
    The LEAD Institute Partners for Change & Transformation Climate & Performance Linked to... • Share Holder Value • Customer Satisfaction & Loyalty • Return on Investment • Return on Assets • Quality • Safety Friday, March 12, 2010 5
  • 6.
    The LEAD Institute Partners for Change & Transformation Change: Climate vs Culture Climate Culture Effort Lower Higher Time Shorter Longer Variables Fewer Many Complexity Lower Higher Success Rate Higher Lower Friday, March 12, 2010 6
  • 7.
    The LEAD Institute Partners for Change & Transformation Climate Clutter: What is it? Emp Emp Sati loye Com loye sfac e mitm e t io n ent? ? E mployee Behavior? Employee M otivation? e ment? a! e ng y s? e E l o e ye plo p d m tu E ti t E m A Friday, March 12, 2010 7
  • 8.
    The LEAD Institute Partners for Change & Transformation Climate Clutter Is it: Indirectly Observable Directly Observable Characteristics Events Satisfaction Commitment / Loyalty Motives / Attitudes Behaviors Being Doing Engagement Friday, March 12, 2010 8
  • 9.
    The LEAD Institute Partners for Change & Transformation Human Motivation Stimulating Motives at Work Friday, March 12, 2010 9
  • 10.
    Healthy Climates Stimulate The LEAD Institute Partners for Change & Transformation Motives at Work ds ee /N als Go al on rs Pe Organizational Goals / Needs Friday, March 12, 2010 10
  • 11.
    The LEAD Institute Partners for Change & Transformation Motives Affiliation Power / Influence Achievement Security Friday, March 12, 2010 11
  • 12.
    The LEAD Institute Partners for Change & Transformation Affiliation Stimulated when there are opportunities to... • Belong, be accepted, feel a part of... • Establish & maintain healthy interpersonal relationships • Find and relate in areas of common in interest • Feel liked, valued and appreciated • Give and receive Support Friday, March 12, 2010 12
  • 13.
    The LEAD Institute Partners for Change & Transformation Power / Influence Stimulated when there are opportunities to... • Be heard, listened to and feel relevant • To make an impact • Increase visibility, status, differentiate oneself from others • Exercise discretion & freedom Friday, March 12, 2010 13
  • 14.
    The LEAD Institute Partners for Change & Transformation Achievement Stimulated when there are opportunities to... • Accomplish, succeed, do well & improve • Associate accomplishment with positive feelings • Demonstrate and incrementally develop mastery / skills • Make measurable progress Friday, March 12, 2010 14
  • 15.
    The LEAD Institute Partners for Change & Transformation Security The need for & to... • Foresee risk and minimize loss • Predictability and routine • Continuity • Stability Friday, March 12, 2010 15
  • 16.
    The LEAD Institute Partners for Change & Transformation Measuring Climate LEAD Climate Survey Friday, March 12, 2010 16
  • 17.
    The LEAD Institute Partners for Change & Transformation Survey Items and Motives Power / Affiliation Achievement Security Influence Commitment & Satisfaction Recognition Support Organization Performance Focus Empowerment Friday, March 12, 2010 17
  • 18.
    The LEAD Institute Partners for Change & Transformation LEAD Climate Survey Human Resource Utilization Manager Recognition Quality Engagement Satisfaction & Support Commitment Empowerment Performance Organization Focus Friday, March 12, 2010 18
  • 19.
    The LEAD Institute Partners for Change & Transformation LEAD Engagement Climate Survey Personal Development Alertness Human Fairness Resource Receptivity Praise Utilization Skills Manager Recognition Quality Engagement Encouragement Working Satisfaction & Freedom & Relationships Work Support Commitment Empowerment Risk Taking Facilitation Teamwork Performance Organization Focus Performance Factors Structure Responsibility Performance Emphasis Friday, March 12, 2010 19
  • 20.
    The LEAD Institute Partners for Change & Transformation Survey Guided Development A Powerful Means for Change Friday, March 12, 2010 20
  • 21.
    The LEAD Institute Partners for Change & Transformation Survey Guided Transformation Process Analysis & Feedback,& Follow-Up & Admin & Feedback Planning Collection Action Design Monitoring Generation Friday, March 12, 2010 21
  • 22.
    The LEAD Institute Partners for Change & Transformation Process Overview 1. Planning: Are you Ready; mangers & employees? Who to survey? How to code data for feedback purposes? How to introduce the process to the organization? What form of follow-up, monitoring or coaching is desired? 2. Administration & Collection. 3. Data Analysis & Feedback Session Design 4. Feedback, Action Generation & Deployment 5. Follow-up & Monitoring Friday, March 12, 2010 22
  • 23.
    The LEAD Institute Partners for Change & Transformation Feedback, Action Generation & Deployment Climate Survey Feedback & Action Deployment Model Systemic Changes & Actions Senior Leadership Team Challenges Work Work Work Work Unit A Unit B Unit C Unit D Local Changes Local Changes Local Changes Local Changes & Actions & Actions & Actions & Actions Friday, March 12, 2010 23
  • 24.
    The LEAD Institute Partners for Change & Transformation Next Steps • Take the survey, no fee for the first report. • Participate in the Survey Guided Development PLANNING WebCast- readiness assessment, best practices & check lists. • Participate in the FEEDBACK, ACTION GENERATION & DEPLOYMENT WebCast- Instruction, tips, templates and forms. • Contact me on how to get greater value from your existing survey efforts. Friday, March 12, 2010 24
  • 25.
    734•320•3521 email: ksprock@aol.com blog: www.kellypetrock.com Web: www.leadinstitute.com Friday, March 12, 2010 25