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SAANYS Fall 2011 Conference
       Jennifer Walsh-Rurak





















It is estimated that
                                         difficult and non
                                           complaint staff
                                       make up less than
                                                  10% of an
                                        organization, but
                                     take the majority of
                                              the time and
                                           attention of the
http://www.youtube.com/watch?v=tzl
                                       principal, director
KoYLzdFo&feature=related                       or manager.
1. Cross your arms.




2. Uncross your arms and cross them the
               other way.
   Thought Questions:
    ◦ How did it feel when you were asked to cross your
      arms the other way?
    ◦ Did it come naturally or did you have to stop and
      think about it?
    ◦ Were you comfortable with doing this differently
      from your normal process?
   Fear
   Comfort
   Not perceiving a need
   No faith in the process
   Lack of knowledge
   Lack of trust
   Heavy-handedness by leaders
   Personal preference

   http://www.youtube.com/watch?v=fpuHUiy_xog
   Know your employees
    ◦ Consider reactions to previous changes
    ◦ Be knowledgeable about opinions and philosophies
    ◦ Seek feedback from trusted employees before
      implementing change

   Define your role as the change agent
    ◦ Be participatory
    ◦ Describe your plans for involvement throughout the
      process
   Communicate
    ◦ Clearly spell out the rationale for change/Present a
      compelling case for the change
    ◦ Explain how the change relates to goals
    ◦ Be direct and honest
    ◦ Don‟t repackage unpopular
      decisions in a favorable light/In some cases this means
      admitting this is going to be difficult for all of us

   Train
    ◦ Provide adequate tools and resources
    ◦ Provide varying levels of support
    ◦ Respond to challenges that come up with support
   Demonstrate Success
    ◦ If possible, show proof of other schools or
      organizations that have had positive gains with
      the same initiative
    ◦ Highlight examples of success early on in the
      transition

   Involve Staff in Decision Making
    ◦ Give teachers/employees a voice
    ◦ Leaders have to use employee suggestions at least
      some of the time.
Doing a „pre-mortem‟ on the rollout
 of any new process or program will
  help a leader identify and address
 areas where problems may arise or
that the change will drive resistance.
1. Get up and find a new place to sit.




2. Introduce yourself to the person you are now
    seated next to.
   With your new neighbor take a few minutes
    and discuss:

1. How did it feel to be asked to change seats?

2. Did you view changing seats as an
   opportunity to sit with someone new or as
   an uncomfortable or undesirable change?
General preventative and proactive approaches
   are often not effective when dealing with:

              Difficult personalities
                   Bad attitudes
                 Poor performers
          Passive Aggressive Individuals

  When implementing change these type of
     people require individual attention.
   Are the concerns rational/legitimate?
   Are the concerns emotional?
   Will support, training or resources help?
Create a Quality Dialogue
Conduct individual structured conversations
 where those who are resistant can discuss
   their fears and concerns with the new
                  concepts.


Require individuals to identify the specific
 concerns they have with a change prior to
               the meeting.
   Pre Meeting Synopsis Form - “Type your
    Gripe” concept
   3-2-1 Organizer - Helps to identify
    questions, issues, potential supports,
    benefits, etc.
  The Charrette
Charrettes, in the world of architecture
and design, are relatively brief sessions
held among colleagues for the purpose
of improving a piece of work. Charrettes
can also help teachers and school
leaders move forward in the early or
middle stages of the development of a
project, a new schedule, class lessons, a
new initiative, etc., before it moves into
a more high-risk/high-intensity
environment.
   Mentor or Peer Buddy – Pair the resistant party
    with someone who is well respected and has
    bought into the change initiative.

   Arrange visits to other organizations that are
    further along in the process – Set up a visit to
    another school that is using the program or
    process you are implementing.

   Outside Expert - Invite guest speakers to provide
    insights and expertise.

   Consult – Talk to other administrators or leaders
   Set boundaries
   Define expectations
   Require accountability via checkpoints or
    benchmarks
   Establish a regular time for follow up
Fullan's goal is to change whole systems so as to allow all involved in to invest the passion
   and energy to get results.

   The six secrets are, in themselves, unremarkable. But each is not as simple, as it first
   seems, to action, and all need to work together to ensure success. The 'secrets', once
   introduced, would act a guide to monitor your leadership and 'your' school's success.

   1 Love your employees. 'The quality of the education system cannot exceed the quality
   of its teachers'. 'Top down' reforms fail because this has not been appreciated. All
   people involved in any organization have to be equally treated with respect - principals,
   teachers, students and parents. It is the total culture that counts - everybody needs to
   feel proud of what is being achieved.

   2 Connect peers with purpose. One of the problems organizations face is how to
   develop cohesion and focus in an otherwise fragmented environment. Purposeful peer
   interaction is the secret. This can only happen when: the larger values of the
   organization and those of the individuals mesh; when information about effective
   practices are widely and openly shared; and when monitoring is in place to detect and
   address ineffective practice while consolidating effective ones.

   3 Capacity building prevails. Capacity building concerns competencies and motivation.
   People high on capacity are committed to getting important things done and are
   collectively and continually learning. Helping people develop capacity by being non
   judgmental is the key. If you don't learn from failure, you fail to learn.
4 Learning is the work. The challenge is to strike a balance between
  consistency and innovation/creativity. There is a need to address core goals
  relentlessly while at the same time learning continuously. Such focus on a
  few core teaching beliefs frees energy for creativity.
  5 Transparency works. Transparency is measuring what has been agreed by
  all as agreed as important. 'Measurements' should be guides to direct
  behavior and not so powerful and not substitutes for judgment and wisdom.
  Transparency of measurement helps all involved develop 'trust' in the
  organization if it is a positive pressure for improvement. Everyone needs to
  be held accountable to putting into action what is agreed by all.
  6 Systems learn. The first task of secret six is to enact the first five secrets.
  Systems learn, in times of complexity, by cultivating leaders who are both
  confident and humble at the same time. Leaders need confidence 'in advance
  of the battle' and advice to followers is not to put blind faith in leaders.
  Leaders need to take action and then learn from experience. They need to
  visualize the whole while working on individual part.
Adapted from:
http://leading-learning.blogspot.com/2008/04/
six-secrets-of-change.html
Change is a threat when done to me, but an
 opportunity when done by me. - Unknown

Just when I think I have learned the way to live,
  life changes.- Hugh Prather

We change, whether we like it or not.
- Ralph Waldo Emerson

The one unchangeable certainty is that nothing
 is certain or unchangeable.- John F. Kennedy
Leaders must embody the values and principles
        they want other people to adopt.

    This famous Gandhi quote reminds us all that
     one of the most important tasks is personal…
      to be a role model, exemplifying the best of
              what the change is all about.

   http://www.youtube.com/watch?v=jwxrsngEJ
    Dw&feature=related
   Fullan, M. (2008) The Six Secrets of Change: What the Best Leaders Do to Help
    Their Organizations Survive and Thrive, Jossey-Bass.
   Johnson, S. (1998). Who moved my cheese? : an amazing way to deal with
    change in your work and in your life

   Kotter, J and Rathgeber, H. (2006) Our Iceberg is Melting
   Lippit, Mary. Managing Complex Organizational Change
   Taylor, M. S. and Tekleab, A.G. (2004), Taking Stock of Psychological Contract
    Research in Coyle-Shapiro, J.,
   Shore, L.M., Taylor, M.S., Tetrick, L.E. (2004) The Employment Relationship, New
    York, Oxford University Press Inc
   Weick, K.E. (1996), Drop Your Tools: An Allegory for Organisational Studies,
    Administrative Science Quarterly, June 96, Vol 41, issue 2, p301
   Weick, KE and Sutcliffe (2007) Managing the Unexpected; resilient Performance in
    an Age of Uncertainty
   Jennifer Walsh-Rurak
   jrurak@ccsdk12.org



    A copy of this presentation is available as a
    Slide Share file via LinkedIn at:
    http://www.linkedin.com/in/jenniferwalshrurak

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Facilitating Change with Difficult Or Non Compliant Staff Jennifer Walsh-Rurak

  • 1. SAANYS Fall 2011 Conference Jennifer Walsh-Rurak
  • 2.
  • 4. It is estimated that difficult and non complaint staff make up less than 10% of an organization, but take the majority of the time and attention of the http://www.youtube.com/watch?v=tzl principal, director KoYLzdFo&feature=related or manager.
  • 5. 1. Cross your arms. 2. Uncross your arms and cross them the other way.
  • 6. Thought Questions: ◦ How did it feel when you were asked to cross your arms the other way? ◦ Did it come naturally or did you have to stop and think about it? ◦ Were you comfortable with doing this differently from your normal process?
  • 7.
  • 8. Fear  Comfort  Not perceiving a need  No faith in the process  Lack of knowledge  Lack of trust  Heavy-handedness by leaders  Personal preference  http://www.youtube.com/watch?v=fpuHUiy_xog
  • 9.
  • 10. Know your employees ◦ Consider reactions to previous changes ◦ Be knowledgeable about opinions and philosophies ◦ Seek feedback from trusted employees before implementing change  Define your role as the change agent ◦ Be participatory ◦ Describe your plans for involvement throughout the process
  • 11. Communicate ◦ Clearly spell out the rationale for change/Present a compelling case for the change ◦ Explain how the change relates to goals ◦ Be direct and honest ◦ Don‟t repackage unpopular decisions in a favorable light/In some cases this means admitting this is going to be difficult for all of us  Train ◦ Provide adequate tools and resources ◦ Provide varying levels of support ◦ Respond to challenges that come up with support
  • 12. Demonstrate Success ◦ If possible, show proof of other schools or organizations that have had positive gains with the same initiative ◦ Highlight examples of success early on in the transition  Involve Staff in Decision Making ◦ Give teachers/employees a voice ◦ Leaders have to use employee suggestions at least some of the time.
  • 13. Doing a „pre-mortem‟ on the rollout of any new process or program will help a leader identify and address areas where problems may arise or that the change will drive resistance.
  • 14.
  • 15. 1. Get up and find a new place to sit. 2. Introduce yourself to the person you are now seated next to.
  • 16. With your new neighbor take a few minutes and discuss: 1. How did it feel to be asked to change seats? 2. Did you view changing seats as an opportunity to sit with someone new or as an uncomfortable or undesirable change?
  • 17.
  • 18. General preventative and proactive approaches are often not effective when dealing with:  Difficult personalities  Bad attitudes  Poor performers  Passive Aggressive Individuals When implementing change these type of people require individual attention.
  • 19. Are the concerns rational/legitimate?  Are the concerns emotional?  Will support, training or resources help?
  • 20. Create a Quality Dialogue Conduct individual structured conversations where those who are resistant can discuss their fears and concerns with the new concepts. Require individuals to identify the specific concerns they have with a change prior to the meeting.
  • 21. Pre Meeting Synopsis Form - “Type your Gripe” concept
  • 22. 3-2-1 Organizer - Helps to identify questions, issues, potential supports, benefits, etc.
  • 23.  The Charrette Charrettes, in the world of architecture and design, are relatively brief sessions held among colleagues for the purpose of improving a piece of work. Charrettes can also help teachers and school leaders move forward in the early or middle stages of the development of a project, a new schedule, class lessons, a new initiative, etc., before it moves into a more high-risk/high-intensity environment.
  • 24. Mentor or Peer Buddy – Pair the resistant party with someone who is well respected and has bought into the change initiative.  Arrange visits to other organizations that are further along in the process – Set up a visit to another school that is using the program or process you are implementing.  Outside Expert - Invite guest speakers to provide insights and expertise.  Consult – Talk to other administrators or leaders
  • 25. Set boundaries  Define expectations  Require accountability via checkpoints or benchmarks  Establish a regular time for follow up
  • 26. Fullan's goal is to change whole systems so as to allow all involved in to invest the passion and energy to get results. The six secrets are, in themselves, unremarkable. But each is not as simple, as it first seems, to action, and all need to work together to ensure success. The 'secrets', once introduced, would act a guide to monitor your leadership and 'your' school's success. 1 Love your employees. 'The quality of the education system cannot exceed the quality of its teachers'. 'Top down' reforms fail because this has not been appreciated. All people involved in any organization have to be equally treated with respect - principals, teachers, students and parents. It is the total culture that counts - everybody needs to feel proud of what is being achieved. 2 Connect peers with purpose. One of the problems organizations face is how to develop cohesion and focus in an otherwise fragmented environment. Purposeful peer interaction is the secret. This can only happen when: the larger values of the organization and those of the individuals mesh; when information about effective practices are widely and openly shared; and when monitoring is in place to detect and address ineffective practice while consolidating effective ones. 3 Capacity building prevails. Capacity building concerns competencies and motivation. People high on capacity are committed to getting important things done and are collectively and continually learning. Helping people develop capacity by being non judgmental is the key. If you don't learn from failure, you fail to learn.
  • 27. 4 Learning is the work. The challenge is to strike a balance between consistency and innovation/creativity. There is a need to address core goals relentlessly while at the same time learning continuously. Such focus on a few core teaching beliefs frees energy for creativity. 5 Transparency works. Transparency is measuring what has been agreed by all as agreed as important. 'Measurements' should be guides to direct behavior and not so powerful and not substitutes for judgment and wisdom. Transparency of measurement helps all involved develop 'trust' in the organization if it is a positive pressure for improvement. Everyone needs to be held accountable to putting into action what is agreed by all. 6 Systems learn. The first task of secret six is to enact the first five secrets. Systems learn, in times of complexity, by cultivating leaders who are both confident and humble at the same time. Leaders need confidence 'in advance of the battle' and advice to followers is not to put blind faith in leaders. Leaders need to take action and then learn from experience. They need to visualize the whole while working on individual part. Adapted from: http://leading-learning.blogspot.com/2008/04/ six-secrets-of-change.html
  • 28. Change is a threat when done to me, but an opportunity when done by me. - Unknown Just when I think I have learned the way to live, life changes.- Hugh Prather We change, whether we like it or not. - Ralph Waldo Emerson The one unchangeable certainty is that nothing is certain or unchangeable.- John F. Kennedy
  • 29. Leaders must embody the values and principles they want other people to adopt. This famous Gandhi quote reminds us all that one of the most important tasks is personal… to be a role model, exemplifying the best of what the change is all about.  http://www.youtube.com/watch?v=jwxrsngEJ Dw&feature=related
  • 30. Fullan, M. (2008) The Six Secrets of Change: What the Best Leaders Do to Help Their Organizations Survive and Thrive, Jossey-Bass.  Johnson, S. (1998). Who moved my cheese? : an amazing way to deal with change in your work and in your life  Kotter, J and Rathgeber, H. (2006) Our Iceberg is Melting  Lippit, Mary. Managing Complex Organizational Change  Taylor, M. S. and Tekleab, A.G. (2004), Taking Stock of Psychological Contract Research in Coyle-Shapiro, J.,  Shore, L.M., Taylor, M.S., Tetrick, L.E. (2004) The Employment Relationship, New York, Oxford University Press Inc  Weick, K.E. (1996), Drop Your Tools: An Allegory for Organisational Studies, Administrative Science Quarterly, June 96, Vol 41, issue 2, p301  Weick, KE and Sutcliffe (2007) Managing the Unexpected; resilient Performance in an Age of Uncertainty
  • 31. Jennifer Walsh-Rurak  jrurak@ccsdk12.org  A copy of this presentation is available as a Slide Share file via LinkedIn at: http://www.linkedin.com/in/jenniferwalshrurak

Editor's Notes

  1. Change has been resisted historically, in many venture and across a variety of fields. Change is scary and we can’t downplay that with our employees; however carefully planned and implemented change is a vehicle to improvement. Our role as change agents is to ensure that change initiatives make sense, are well planned and have the potential for facilitating progress.
  2. Obviously we understand that buy in is important to the facilitation of organizational change…The challenge is that many of the change initiatives we are currently facing in schools are being imposed as the result of regulation and law and therefore we lack control to some degree. Although it is challenging we must find ways to actively involve our staff in decision making.APPR - Local assessments, rubric discussions, etc.
  3. Fear. By far the biggest reason for resistance to change, fear creates paralysis. People get worried that the new way won’t work.Comfort. When people feel at ease with a situation, they are reluctant to give that up. Not perceiving a need. It is hard to rally the troops when there is no crisis. The status quo needs no advocate.No faith in the process. If employees have had a bad experience with change, they will be unlikely to throw their support behind it.Lack of knowledge. People don’t want to feel helpless. If they think that the change will make them a novice again, they won’t want to move in that direction.Lack of trust. If people question the motives of their leaders, they will be reluctant to follow.Heavy-handedness by leaders. Leaders can make matters worse by pushing change too hard. People have to be led into change, not forced into it.Personal preference. Some people have a personal style that makes it hard for them to accept change.
  4. Know your employees – new math program, one of the teachers developed the program currently being used, high emotions – know what you’re walking into (call mangers, principals, dept. chairs)Define your role as the change agent – during our implementation of this new program, I will be…