Transcript Hope in Action...Ending poverty through systemic change

Implementation &
Change Management
© 2014, National Council of the United States
Society of St. Vincent de Paul, Inc. This copyright
covers all materials in this presentation except
where otherwise noted.
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St. Vincent de Paul wrote that
“The poor suffer less from a lack of
generosity than from a lack of organization.”
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National Implementation Timeline:
2013-2014
Spring / Summer 2013
August 2013
Overview to
Councils and
Conferences
LH2013 / 2014
Train-the-trainer
workshop for 34
Early adopters
early adopter
develop local
council teams
plans, provide
initial training,
get started
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National Implementation Timeline:
2014-2015
FH 2014
Getting Ahead
facilitator training
launched
Update formation
materials
LH 2014
East & West
workshops
Local plans, initial
training
Broaden use of
new practices
and gather
lessons learned
2015 & beyond
Share lessons
learned, best
practices, refine
approaches
Extend to more
conferences,
councils, and
special works
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Council & Conference
Implementation
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Steps For Developing Bridges
Community … Not Necessarily In Order
• Introduce Bridges constructs
• Develop critical mass
• Offer Getting Ahead to people in poverty
• Develop Organizational Structure, including
a Steering Committee
© aha! Process, Inc.
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Organize A Steering Committee
• Establish the vision for your area
• Develop your plan for implementation,
including change management
• Society
• Parishes
• Community partners
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Council Implementation Plan
•
Which strategies will be your initial focus ?
• Mentoring & Getting Ahead
• Advocacy
• Community Organizing
• Collaboration
• Where will you begin ?
• Targeted districts / conferences
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Initial Formation &
Change Goals
• Change attitudes & build interest in key roles
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Understand Bridges constructs
Change attitudes towards those in poverty
Build consensus for new way of serving the poor
Build the desire to become Mentors & Getting Ahead Facilitators, get
involved in VOP advocacy & community collaboration
• Get started!
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Leading & Managing Change
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Agenda
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Understanding Change
The Speed of Change
Understanding Resistance
Change Planning
Overcoming Resistance
Table exercise: Force Field Analysis
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OUR VISION
END POVERTY
THROUGH
SYSTEMIC CHANGE
One Person
One Neighborhood
One Community at a time
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What we will cover in this
overview….
• Role that human dynamics play in speed of change
• How resistance shows up
• Planning for change
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Change is…
…at best
• Annoying
• Inconvenient
• A force for improvement
…at worst
• Paralyzing
• Devastating
• A force for deteriorating performance
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Success is not Guaranteed
60-90% of all organizational
change efforts fail!
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Are we naturally resistant to change?
“If you think you can do a thing or think you can’t do a
thing, you’re right.”
Henry Ford
“Never doubt that a small group of thoughtful,
concerned citizens can change world. Indeed it is the
only thing that ever has.”
Margaret Mead
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A Simple Change Example
• When did you last change cell phones?
• Why did you change?
• How did that go?
• Don’t confuse resistance to change with old habits
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The Speed of Change
Most of
Us
Adoption
of
Change
Early
Adopters
Laggers
Time
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Applying the Principles of Change
in the Society
• Members are more accepting when they see the
benefits of the vision
• When leaders show patience, trust in the plan
increases and change begins
• Being able to adapt the vision to the
Council/Conference situation insures a more
lasting change
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Making a Change Plan
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What is your final goal?
Who does this change impact?
Which obstacles need to be overcome to reach
your goal? Use a Force Field Analysis
Which of these should be overcome first?
Which steps should be taken after that and what
results can you expect?
When will a “lessons learned” analysis be
available?
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Who Does This Change Impact?
Communities
Parishes
Conferences
People we
serve
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Leading & Managing Change
Leading
• Focus on vision
• Inspire groups
• Freely delegate
• Focus on group metrics
• High-level focus
• Have courage
Managing
• Focus on execution
• Inspire individuals
• Monitor assignments
• Individual effort & performance
• Attention to detail
• Have patience
Both are needed for successful change implementation
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Tools to Lead Change
• Communication
• Training
• Reinforcement
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Tools to Lead Change: Communication
• Communicate…Communicate…Communicate!!!
• Frequently…at every opportunity
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Why is this change necessary
What does the future look like
How are we going to do this
Acknowledge concerns & answer questions
• Celebrate success
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Tools to Lead Change: Training
• Teach people “how to” perform the new roles in
the systemic change vision
• Tailor training to their role
• Be flexible in order to reach maximum number of
people
• Revise the training to incorporate lessons learned as
experience grows
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Tools to Lead Change: Reinforcement
• Adjust what we measure to reflect the new strategic
vision & goals
• For employees, include this direction in their annual
goals, performance assessment & rewards
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Symptoms of Resistance
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Absenteeism from meetings
Late / incomplete assignments
Incessant questioning
“That won’t work here. We are different than…..”
"If you look at the whole system, you realize the barriers are in our minds.
What moves that forward is a willingness to change behaviors and come
together to collaborate on win/win solutions.“
Sarah Severn, Nike
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Dealing With Resistance
• Capture & respond to “reasonable” concerns
• Repeat the vision
• Tell stories of local successes and celebrate them!
• Communicate…Communicate….Communicate!!
• Provide the tools for success
• Training should be specific to their role in the vision
• Hold people accountable for design and execution of
their implementation plan
• They must have ownership!
“If the representatives from any part of the system enter discussions feeling they are not valued, that
decisions have already been made, or that they may lose from the negotiations, then it is likely that
little progress can be made.”
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Frank
Voehl, Vincentian & Change Management expert
Leadership Planning
• Who will lead Systemic Change in your area?
• Who will manage it?
• What is the communication & training plan?
• What are the high level indicators that you are on track?
• What is the ideal time frame?
Remember-this is your preliminary planning tool-the more people you involve in
answering these questions, the better your efforts will go
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Training / Formation
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Formation Goals
Educate Leaders & Members To:
• Understand the Vision & Value of Systemic Change
• See the opportunities to make a difference
Identify & Train Those Who:
• Embrace Systemic Change
• Will Serve as Mentors & GA Facilitators, Support
Personnel
• Will Serve as Community Organizers
• Will Serve as Political Advocates
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Decide on Delivery Options
• Series of 3-Day Workshops
• Participants attend portions relevant to their role in
the local implementation plan
• Series of tailored workshops, delivered over time,
in half to one day modules
• All interested Vincentians & Community Partners
• Mentors & Getting Ahead Facilitators
• Community Organizers & Advocates
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KEY: Universal Education
Systemic Change Overview & The Bridges Poverty Lens
• Knowledge to work more effectively with those in
poverty
• Opportunities to get involved:
• Mentoring & Getting Ahead
• Advocacy
• Community Organizing
• Discern the possible role they might play
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Attraction through Discernment
Allow the Holy Spirit to work in people’s lives
• Require Universal Education – lead them to training
(facilitator, mentor, support)
After training, provide ‘Discernment’ Questions
• Indicate interest by signing-up for a Discernment Interview
• Perform background checks, provide child-safe training
where appropriate
• Discuss answers to questions to determine if it’s a right fit
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Education / Training / Screening Paths
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Education Sessions – Systemic Change Overview & The Bridges
Poverty Lens
• Gain knowledge to discern if further training is for them
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Functional Training Sessions – Mentor, GA Facilitator, Support Team,
VOP Advocacy, Community Organizing
• GA Facilitator done nationally via SVdP webinar
• Mentor, Support, VOP, Community Organizing done locally
• Further discern if becoming a practitioner is right for them
After training, hold a ‘discernment interview’ to determine if there is a right fit.
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Tools for initial formation & change mgt
• Systemic Change Overview
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Bridges Individual Lens DVDs
Ozanam Orientation: Parts VII & VIII
Poverty Simulation
Sheila Gilbert’s “Systemic Change” DVD
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Accessing Materials
• All presentations, Society-produced documents and
tools can be downloaded from Society’s web site
• SVdPUSA.org - Members Information site – Programs Systemic Change
• Bridges materials can be ordered directly from aha!
Process, Inc. at (800) 424-9484 or online at
www.ahaprocess.com/store/
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Bridges Materials & Pricing (Cont.)
Bridges Individual Lens – set of 7 DVDs - $120.00 + S&H
Normally this set costs $350.00 through “aha! Process, Inc.”
The National Council has special licensing of this video set.
Sets must be ordered through Mike Syslo at the National
Council office – [email protected] –to get the price.
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Accountability and Licensing
• $4.50 per person license fee for individuals trained as a trainer
using Bridges constructs
• Any of the materials from this workshop
• Getting Ahead facilitator training
• Update the National Member Database to record attendance
at a training workshop utilizing these materials
• License fees are paid by the hosting Council or Conference to
the National Council.
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Bridges Materials & Pricing
• Bridges Out of Poverty - $25.00 (5 or more $18.00)
• Bridges to Sustainable Communities - $14.95
(5 or more $12.95)
• Getting Ahead in a Just Getting’-By World
• Facilitator $19.50 (10 or more $16.50)
• Investigator $19.50 (10 or more $16.50)
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Mentor Training
• Developed and performed locally – may include:
• Outline of “Getting Ahead”
• Relationships
• Change theory and motivation
• Community resource-building programs
• Sample agenda in your binders
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Getting Ahead Facilitator Training
• Webinar course (2 x 3½ hr sessions) - No charge, except for
purchase of Bridges books
• Next webinars: Oct 28 & 30 (2-5:30pm Central); Nov 4 & 13
(5-8:30pm Central) contact: [email protected]
• Prerequisites:
• Systemic Change Overview and Bridges Individual Lens DVDs
• Bridges Out of Poverty, Bridges to Sustainable Communities
• GA Facilitator Notes & Investigator Workbooks
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Catholic Social Teaching Resources
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Serving in Hope (Mod. IV)
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Comprehensive Site of the US Bishops
http://www.usccb.org/beliefs-and-teachings/what-webelieve/catholic-social-teaching/index.cfm
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Vincentian Themes of Catholic Social Thought
http://vinformation.famvin.org/vincentian-spirituality/intodays-world/ten-foundational-principles-in-the-socialteaching-of-the-church/
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Advocacy Training
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Introductory Video
https://www.youtube.com/embed/pxpMHMUIQZc?autoplay=1
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Starting and Maintaining a Voice of the Poor Committee
http://www.svdpusa.org/Portals/1/Starting%20a%20VOP%20Docu
ment.pdf
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Voice of the Poor Advocacy Guide
http://www.svdpusa.org/Portals/1/VOP%20Guide%20and%20Tip%
20Sheet%20for%20Congressional%20Visits.pdf
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Advocacy Resources
• VOP Formation Guide
• National Position Papers
• VOP Web site
www.SVDPusa.org/Resources/VoiceofthePoor.aspx
• Sign up to get legislative updates
www.capwiz.com/SVDPusa/home/
For further information, contact [email protected] (404.201.0270))
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CCHD Resources
• Projects must:
• Involve the poor in decision making
• Support Catholic Teaching
• Start with local Diocesan Director
http://www.usccb.org/about/catholic-campaignfor-human-development/diocesan-coordinatorscatholic-campaign-for-human-development.cfm
• Great Resource: http://www.povertyusa.org/
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Aha Resources
www.gettingaheadnetwork.com
[email protected]
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Copyright 2012 by DeVol & Associates, LLC. All rights reserved. www.gettingaheadnetwork.com
SVdP Resources
St Vincent de Paul
Systemic Change web portal
http://new.svdpusa.org/systemicchange
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Mentoring & Getting Ahead
Preparation & Operation
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Development
• Program scope and overall design
• Guidelines, process flows, and material requirements
for your area
• Attract people
• Communication (Newsletters, invitations, other)
• Marketing
• Public relations
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Planning & Implementation
• Preparatory events
• Introductory – Generate interest
• Education – The Bridges Lens, the Mentoring Program
• Training – Mentors, facilitators, support teams
• Information management / communication
• Database
• Communication (email, print, local media)
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Planning & Implementation
• Getting Ahead program set-up & support
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Secure facility
Coordinate meals, materials, baby sitting
Participants & Facilitators
Mentors
Support Groups
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Planning & Implementation
• Identifying & screening candidates: home visits, store
employees, community referrals
• Funding: council, conference, partners, grants
• Organization: council, conference, partners,
supporters
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Creating the Environment for
Graduates to Succeed
• Build network of collaboration partners
• Programs that build personal “resources”
• Businesses that can provide better jobs
• Share expenses
• Sponsor support groups – mentors, GA graduates…
• Engage graduates: GA facilitation, mentoring,
community assessments & planning
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Operations
• Establish feedback loops to gather vital input
required to tweak and improve the program
• Share what you have learned with other Vincentians
• Monitor and report on progress
• Operational – number educated, trained, participants
• Outcomes – the measures agreed upon locally
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Advocacy & Community
Organizing
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Getting Started with Systemic Change
Advocacy
Utilize Council/District Voice of the Poor Committee as a
clearinghouse for focusing Systemic Change Advocacy
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Identify root causes that lead to people to call us
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Common causes extend over multiple conferences
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What is best influenced at our level?
•
Who else in our area is working on this?
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What must be worked at state or national levels?
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Steps For Developing Bridges
Community … Not Necessarily In Order
• Introduce Bridges constructs
• Develop critical mass
• Offer Getting Ahead to people in Poverty
• Develop Organizational Structure, including a
Steering Committee
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© aha! Process, Inc.
Community Intervention Framework
Adult Literacy, Skills & Employment
High School Graduation & Teen Pregnancy
Third Grade Reading Proficiency
School Readiness
Prenatal Care & Infant Survival
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Metrics
• Results/Outcomes Metrics
• $
• Customer Satisfaction
• Profits
• Process Metrics
• Leading Indicators (Predictors)
• Trailing Indicators (Laggers)
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Community Assessment
• Identify the most important causes of poverty in your
community
• Determine how best to meet those needs as a
Community partner
• Engage with other faith-based and community
organizations
• Bring those we serve to the table for input in the plan
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Catholic Campaign for Human
Development
• In 2014-15, $14 million+ to community groups to overcome
poverty and injustice
• Grants break the cycle of poverty by helping low-income
people participate in decisions that affect their lives,
families and communities
• 25% of annual CCHD collection retained by dioceses to fund
• Parish Grants (up to $5,000)
• Community Grants (up to $10,000)
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Catholic Campaign for Human
Development
• Community Development Grant Program
$25,000-$75,000
• Projects are led by people living in poverty and work to
address the root causes of poverty
• Economic Development Grant Program
$25,000-$75,000
• Developing new businesses that offer good jobs and/or
develop assets that will be owned and enjoyed by local
communities.
• Strategic National Grant Program
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Evaluating Programs – Questions to Answer
Evaluating Programs
Alleviate
Effects Of
Poverty
Prevent
Poverty
Support
Transition
Out Of
Poverty
Eliminate
Poverty
Purpose of each?
Need for redesign?
Which Purpose gets most funding?
Redesign to serve multiple purposes?
Any that inadvertently foster
dependency?
 What safety nets are necessary to
survive without assistance?
 How should funding be shared and
allocated between Alleviation,
Prevention , Transition and
Elimination?
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
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
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© aha! Process, Inc.
What Does Our Community Look Like
With Our Vision in Place
A community where those in need have a chance
• At a Well Paying Job
• At a Good Education
• At Good Health Care
• At Fair Credit
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What Does Our Community Look Like
With Our Vision in Place
• It Is a Community With a Tax Base to Maintain:
• High Quality Services
• Infrastructure
• Future Community Development
• Social Capital that Brings People Together Across
Class and Racial Lines To Solve Problems
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What’s At Stake
• Need to break out of the current cycle
• Donors want to see results
• Vincentians want to make a LASTING difference
• Those we serve deserve it
• It’s our time to fulfill Frederic’s legacy
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OUR VISION
END POVERTY
THROUGH
“Hope in Action”
…. One Person
One Neighborhood
One Community at a time
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