Organizational Change Consulting Group (OCC Group) is a consulting firm that specializes in facilitating collaborative change strategies and planning processes. OCC Group designs solutions to allow diverse stakeholders to find common ground and develop plans that all parties can support. They use collaborative principles and processes to bring together leaders and stakeholders to address complex issues in a fair and equitable manner. Their approach focuses on building shared understanding and alignment through multi-day workshops and meetings involving the whole system.

1. January 2010
Organizational Change Consulting Group
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Capability Overview
OCC Group

2. Challenge Solution
Leaders of complex, multi-facetted organizations are
faced with tough issues that require a broad base of
support to move forward...questions that arise are:
How do you allow all views to be heard Culture Process
in a process that is fair and equitable?
p q
How do you bring together a diverse
group of stakeholders to discover
Structure Technology
their common ground for action?
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• Change and
Planning Solution OCC Group designs, facilitates, and
Strategy
• Large Group
documents collaborative change and planning
Facilitation strategies for leaders of large, complex organizations
• Collaborative
Solutions
that require diverse groups of stakeholders to find
• Strategic common ground for a solution that all can support.
df l i h ll
Alignment
OCC Group

3. Collaborative Planning Principles
Get the Whole Build a Shared Context
System in the
y Before Acting
g
Room
Aligned
Shared Action
Divergent
Stakeholders Understanding
Perspectives
Self-Manage •
Focus on the Future
the Work
•
•
•
Common Ground
-Leader
Desired
-Timekeeper Future
-Recorder/
Briefer
B iefe
Adult Learning
OCC Group

4. Collaborative Planning Process
Stakeholders
Stakeholders Hope
Shared
Getting Aboard Action
Direction
Despair
Stakeholders
Feels Like Riding a Roller Coaster
Stakeholders
(
(Multi-day Process)
y )
Source: Future Search
OCC Group

5. Collaborative Planning Benefits
Sustainability Ownership
Speed of Trust In Relationship
Implementation Leadership Building
OCC Group

6. Conditions for Success
Whole System Represented
Outside Stakeholder Involvement
Favorable Meeting Conditions
Non-Directive Facilitation The more the conditions
are met, the more
Self-Managed Small Groups
g p likelihood of success.
All Information is Shared
Planning Committee Involvement
Deliberate Design and Highly Structured
High Levels of Participation & Involvement
Source: Future Search
OCC Group

7. Example - Strategic Planning Model
Build strategies and commitment to achieve a shared
vision or goal.
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Foundation
• Core Values
• Guiding
Operational Environment
Principles
• Trends
• Mission
• Threats
• Opportunities
Future State
Current State
Goals, Objectives, Strategies •Vision Field
•Strengths
•Relationships
•Challenges
•Reputation
•Image
Image
Performance
Measures Action Budget
g
Plans
OCC Group

8. Example - Strategic Planning Road Map
Phase I II III IV V
Assess Clarify Mission, Approve Strategic
Task Focus Areas Develop Draft Finalize
Customer Strategic Plan &
& Strategic Plan Implementation
Expectations Implementation Plan
Governance
Governance
•250 System-wide •Planning •Planning •Planning •Board of Directors
People Stakeholders Committee Committee Committee •Planning
•5 Meetings •Plus 5 System •75 System-wide Committee
Stakeholders Stakeholders
Northern
Conference Half-Day
a ay
Meeting
Southern
Full-Day
Meeting Half-Day Half-Day
Western Meeting Meeting
Day Day
Half-Day
Process Central Meeting
Half-Day
One Two
Eastern Meeting Committee
Plans
Workshop
Details
• Current State •Mission Statement
•Draft Strategic Plan •Final Draft of •Approve Plan
Assessment •Key Focus Areas
Results • Input for mission, •Values and Guiding
(Goals, Objectives, & Strategic Plan •Approve
Performance Measures) Implementation
focus areas, values Principles
Governance
•Recommendations for
Implementation Governance
I l i G
Outcomes
Planning Contributing
BoD
Committee Stakeholders • Develop a Strategic Plan covering the period FY 20XX
-Charter Planning to FY 20XX that is based on a current-state
Committee assessment and is aligned with key focus areas
areas.
-Select Planning Committee -Assess C
A Currentt
Members
-Guide Process State • Develop recommendations for plan implementation
-Select Stakeholders -Develop Strategic accountability and monitoring progress.
-Approve Plan
-Finalize Strategic Plan Plan
-Approve Implementation
-Develop Implementation Plan
Governance
OCC Group

9. Example - Change Management Model
Energize and align stakeholders to implement a change
effort.
5. Desired
5 D i d
Future
Where do we
want to go?
6. Strategies
How do we
1.
1 Past get there?
2. Present
Where State
have we Where are
been? we now?
3. Present Path
What are the consequences
of continuing on our
present path? 4. Current
Future
Is this what
we want?
OCC Group

10. Example - Change Management Road Map
Wake-Up
Call
I. Prepare to II. Develop a III. Design the IV. Organize to V. Implement VI. Celebrate
Lead the Vision of Change Support the Change the New State
Change
Ch Desired F t
D i d Future Process
P Implementation
I l t ti Plan
Pl and Improve
dI
a. Build the Case a. Describe the a. Identify Change a. Align Structures, a. Roll out the Master a. Declare
for Change Desired Future State Process Design Systems, Policies and Change Plan Achievement of
Criteria Resources to Support Desired Future State
b.
b Form a Guiding b.
b Analyze Impacts of Implementation
p e e tat o b.
b Implement Master
Desired Future State b. Design the Change b. Celebrate & Reward
Coalition b. Develop Strategies Change Plan
Process to Achieve the the New State
Desired Future State for Supporting People
d. Define Roles & c. Communicate to Enable the Change c. Monitor and Adjust c. Learn and
Responsibilities Desired Future State c. Communicate the Implementation as Continually Improve
& Impacts; Redefine Change Process; c. Develop and Needed
as Needed Redefine as Needed Communicate the
Master Change Plan
People – Stakeholders who are involved and in what way
Process – The method or approach for achieving results
Product – The deliverable or results
Timeline
OCC Group

11. Example Projects
Two-day, 100-person statewide summit to build consensus for legislative agenda
and to outline strategic initiatives the next year.
Forty-person collaborative action-planning meeting to develop recommendations for
transformation of DoD F il Readiness Policy to meet current and future needs.
t f ti f D D Family R di P li t t t df t d
Collaborative planning and decision-making process to develop an action plan to
prepare Coalition Provisional Authority staff for transition of government to Iraq.
Two-day, 300-person
Two day 300 person collaborative planning session to develop consensus for
strategies that will better serve children, youth, and families.
Four-day planning meeting to align family program services with soldier and
family needs in support of global re-stationing of defense forces.
Design and facilitate a series of community-based planning meetings to develop
strategies and action plans for improving the well-being of children and families.
Develop recommendations for senior staff of a state-wide organization to maintain
their passion, commitment, and enthusiasm for their work and for serving customers
passion commitment customers.
Provide consulting support to Maryland State Highway Administration in development
of multi-level business plans and an organizational performance management system.
Four day, 175 person
Four-day, 175-person collaborative process to identify issues related to a worldwide
organizational merger, developed strategies to resolve the issues, and to build
commitment for the organizational vision and culture.
OCC Group

12. Organizational Change Consulting Group
2341-N Forest Drive, Suite 80
Annapolis, Maryland 21401
O: 410.266.9228
F: 410 266 8883
410.266.8883
E: harry.christiansen@verizon.net
Organizational Change Consulting Group is an Annapolis-based consulting firm specializing
in the design and facilitation of collaborative solutions for organizational change. The
principle, Harry Christiansen, is a trained management consultant with 22 years of
progressively successful change management and organization development experience.
He uses a systems approach in delivery of client-focused services characterized by whole-
system involvement and l d hi commitment f a sustained change effort.
t i l t d leadership it t for t i d h ff t
OCC Group