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USING CREATIVE PROBLEM SOLVING (CPS)
TO IMPROVE EFFICIENCY IN A NON-PROFIT
ORGANIZATION
Fernando Cardoso de Sousa, PhD
Ileana P. Monteiro, PhD
fernando.sousa@apgico.pt Manila, 12 August 2014
DRUCKER SAYS NON-PROFIT ORGANIZATIONS LACK THE ABILITY
TO CONVERT IDEAS INTO CONCRETE RESULTS
GOVERNANCE BOARD AND EXECUTIVE
BOARD PURSUIT DIFFERENT GOALS
4-step problem solving
method
Adapting Creative Problem
Solving to an Organizational
Context: A Study of its
Effectiveness with a Student
Population
Volume 23, Issue 2, pages 111–
120, June 2014
THE FACILITATION-INTERVENTION
PROCESS
• A facilitator is a self-reflective,
process-person who has a variety
of human, process, technical skills
and knowledge, to assist groups of
people to reach their goals.
* To intervene is to facilitate group
decision making on complex
problems, encouraging creativity,
commitment, consensus and
action; not to provide advice
TO WHAT EXTENT COULD WE IMPROVE THE INTERNAL
EFFICIENCY OF A NON-PROFIT ORGANIZATION, USING THE
CPS METHOD?
PARISH OF ST. CRISTOPHER:
NON-PROFIT ORGANIZATION RELATED WITH THE CATHOLIC
CHURCH, WITH THE PRIEST AS BOARD PRESIDENT, TWO
EXECUTIVE DIRECTORS (OPERATIONS and LOGISTICS), 79 CO-
WORKERS, 15 VOLUNTEERS, 600 USERS OF THE NURSERY,
PRE-SCHOOL, LEISURE, DAY CARE, HOME CARE, AND SOCIAL
CENTRE.
59% FUNDED BY THE STATE, 38% BY COSTUMERS, AND 3%
OWN INCOME
Action Plan (excerpt)
PROCEDURE OVER 8 MONTHS – PRE-CONSULT,
INTERVENTION, AND FOLLOW UP
PRE-CONSULT
INTERVIEWS WITH DIRETORS, DIAGNOSTIC INTERVIEWS,
DESIGNATION OF THE INITIAL TEAM OF INTERNAL AND
EXTERNAL STAKEHOLDERS, AND OBJECTIVE DEFINITION - How
can we work more in tune for a whole?
INTERVENTION
1st MEETING - TASK DEFINITION
Actions necessary to solve the problem:
1. Define the problems that arise by the lack of
coordination
2. Define activity peaks’ consequences in cleaning
3. Promote mutual knowledge of the different sectors
4. Define routine or unexpected procedures
5. Define the internal communication system
6. Integrate the interdisciplinary teams
7. Guarantee periodical meetings
FOLLOW UP
Entrance of a governance board member representative
PROBLEM REDEFINITION - What are the steps needed to engage
people over the client?
TASK DEFINITION:
• Train the new employees
• Get the sectors’ awareness of its contribution to the client’s
satisfaction (make of an institutional video)
• Brief description of the existing functions (make of a welcome
manual)
• Work on the logo and its message
• Work on common procedures and designate a member to be
responsible for the implementation
SECOND FOLLOW UP SESSION
RESULTS FROM INTEGRATED ACTION PLANS:
• Influence the new employees to their contribution to client’s
satisfaction - Institutional video
• Brief description of the existing functions – Welcome manual
• Work on a logo with a message – Institutional image
• Work on common goals - Routine instructions for cross-sector
problems
• Projects not implemented - Cleaning tasks and definition of the
coordination teams
THIRD FOLLOW UP SESSION
TEAM OF 15 ELEMENTS
PROBLEM DEFINED - What steps must be taken to engage the teams
in task performance?
ACTION PLAN:
• Define common tasks
• Define the composition of the implementation teams
• Define the working method
• Communicate the actions
• Share the results
FOURTH FOLLOW UP SESSION
Five new teams (total of 38 members, coordinated by the main
team members)
Projects defined:
• Create an entrance gate keeper schedule, to ensure a nonstop functioning;
• Streamline the internal emergency plan
• Structure training in personal and social areas
• Communicate the organizational mission, vision, values and main principles
• Study the costs of changing the location of the toilets of the day care centre
• Set a system to acknowledge the birthday of each employee.
• Share the work experiences carried out in the different sectors..
• Submit "A day in ...", in a documentary about the institution’s functioning
• Create the “employee’s day”
• Search for the cost of hiring a nutritionist by establishing partnerships
FACTOR CORRESPONDANCE ANALYSES OF THE
INTERVIEWS
Stakeholders were interviewed again, using the same open question -
How can we work more in tune for a whole?
CHANGE
INVOLVEMENT
PARTICIPATION
NON-INVOLVEMENT
SILOS RIGIDITY
03 LACK_CLIENT_FOCUS
FRUSTRATION NO_COOPERATION
01
04
Perceptual map of the three interviewees, in Stage A (numbers 01, 03 and 05), and in Stage B (numbers 02, 04 e 06)
CONCLUSIONS
• The CPS method helped to create an organizational
microstructure in a real context
• The intervention was composed mostly of short-term
projects, producing new inputs, practices, a more
participative leadership style, new communication channels,
and an attitude change
• The main implications for practice are related with greater
participation and involvement
• The CPS methodology helped to stimulate knowledge
sharing, interaction and a focus on common goals,
influencing directly customer service quality
CONCLUSIONS
• Fast appropriation of the process, incorporating CPS in the activity,
without the help of external facilitators
• The only objective that was not achieved was the improvement of
internal communication, requiring an intervention using large group
processes
Finally, it seems imperative that a considerable effort be put on the
communication strategy, which must be the central part of the whole
strategy. And this must be done, not by management or even by a project
team, alone, but by the whole organization, including representatives of
clients, suppliers and partners
www.apgico.pt

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Manila 2014

  • 1. USING CREATIVE PROBLEM SOLVING (CPS) TO IMPROVE EFFICIENCY IN A NON-PROFIT ORGANIZATION Fernando Cardoso de Sousa, PhD Ileana P. Monteiro, PhD fernando.sousa@apgico.pt Manila, 12 August 2014
  • 2. DRUCKER SAYS NON-PROFIT ORGANIZATIONS LACK THE ABILITY TO CONVERT IDEAS INTO CONCRETE RESULTS GOVERNANCE BOARD AND EXECUTIVE BOARD PURSUIT DIFFERENT GOALS
  • 3. 4-step problem solving method Adapting Creative Problem Solving to an Organizational Context: A Study of its Effectiveness with a Student Population Volume 23, Issue 2, pages 111– 120, June 2014
  • 4. THE FACILITATION-INTERVENTION PROCESS • A facilitator is a self-reflective, process-person who has a variety of human, process, technical skills and knowledge, to assist groups of people to reach their goals. * To intervene is to facilitate group decision making on complex problems, encouraging creativity, commitment, consensus and action; not to provide advice
  • 5. TO WHAT EXTENT COULD WE IMPROVE THE INTERNAL EFFICIENCY OF A NON-PROFIT ORGANIZATION, USING THE CPS METHOD? PARISH OF ST. CRISTOPHER: NON-PROFIT ORGANIZATION RELATED WITH THE CATHOLIC CHURCH, WITH THE PRIEST AS BOARD PRESIDENT, TWO EXECUTIVE DIRECTORS (OPERATIONS and LOGISTICS), 79 CO- WORKERS, 15 VOLUNTEERS, 600 USERS OF THE NURSERY, PRE-SCHOOL, LEISURE, DAY CARE, HOME CARE, AND SOCIAL CENTRE. 59% FUNDED BY THE STATE, 38% BY COSTUMERS, AND 3% OWN INCOME
  • 6. Action Plan (excerpt) PROCEDURE OVER 8 MONTHS – PRE-CONSULT, INTERVENTION, AND FOLLOW UP PRE-CONSULT INTERVIEWS WITH DIRETORS, DIAGNOSTIC INTERVIEWS, DESIGNATION OF THE INITIAL TEAM OF INTERNAL AND EXTERNAL STAKEHOLDERS, AND OBJECTIVE DEFINITION - How can we work more in tune for a whole?
  • 7. INTERVENTION 1st MEETING - TASK DEFINITION Actions necessary to solve the problem: 1. Define the problems that arise by the lack of coordination 2. Define activity peaks’ consequences in cleaning 3. Promote mutual knowledge of the different sectors 4. Define routine or unexpected procedures 5. Define the internal communication system 6. Integrate the interdisciplinary teams 7. Guarantee periodical meetings
  • 8. FOLLOW UP Entrance of a governance board member representative PROBLEM REDEFINITION - What are the steps needed to engage people over the client? TASK DEFINITION: • Train the new employees • Get the sectors’ awareness of its contribution to the client’s satisfaction (make of an institutional video) • Brief description of the existing functions (make of a welcome manual) • Work on the logo and its message • Work on common procedures and designate a member to be responsible for the implementation
  • 9. SECOND FOLLOW UP SESSION RESULTS FROM INTEGRATED ACTION PLANS: • Influence the new employees to their contribution to client’s satisfaction - Institutional video • Brief description of the existing functions – Welcome manual • Work on a logo with a message – Institutional image • Work on common goals - Routine instructions for cross-sector problems • Projects not implemented - Cleaning tasks and definition of the coordination teams
  • 10. THIRD FOLLOW UP SESSION TEAM OF 15 ELEMENTS PROBLEM DEFINED - What steps must be taken to engage the teams in task performance? ACTION PLAN: • Define common tasks • Define the composition of the implementation teams • Define the working method • Communicate the actions • Share the results
  • 11. FOURTH FOLLOW UP SESSION Five new teams (total of 38 members, coordinated by the main team members) Projects defined: • Create an entrance gate keeper schedule, to ensure a nonstop functioning; • Streamline the internal emergency plan • Structure training in personal and social areas • Communicate the organizational mission, vision, values and main principles • Study the costs of changing the location of the toilets of the day care centre • Set a system to acknowledge the birthday of each employee. • Share the work experiences carried out in the different sectors.. • Submit "A day in ...", in a documentary about the institution’s functioning • Create the “employee’s day” • Search for the cost of hiring a nutritionist by establishing partnerships
  • 12. FACTOR CORRESPONDANCE ANALYSES OF THE INTERVIEWS Stakeholders were interviewed again, using the same open question - How can we work more in tune for a whole? CHANGE INVOLVEMENT PARTICIPATION NON-INVOLVEMENT SILOS RIGIDITY 03 LACK_CLIENT_FOCUS FRUSTRATION NO_COOPERATION 01 04 Perceptual map of the three interviewees, in Stage A (numbers 01, 03 and 05), and in Stage B (numbers 02, 04 e 06)
  • 13. CONCLUSIONS • The CPS method helped to create an organizational microstructure in a real context • The intervention was composed mostly of short-term projects, producing new inputs, practices, a more participative leadership style, new communication channels, and an attitude change • The main implications for practice are related with greater participation and involvement • The CPS methodology helped to stimulate knowledge sharing, interaction and a focus on common goals, influencing directly customer service quality
  • 14. CONCLUSIONS • Fast appropriation of the process, incorporating CPS in the activity, without the help of external facilitators • The only objective that was not achieved was the improvement of internal communication, requiring an intervention using large group processes Finally, it seems imperative that a considerable effort be put on the communication strategy, which must be the central part of the whole strategy. And this must be done, not by management or even by a project team, alone, but by the whole organization, including representatives of clients, suppliers and partners