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Creating a Top 100 Workplace Through Constructive
              Leadership and Culture

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                                                          #TMwebinar
Creating a Top 100 Workplace Through Constructive
              Leadership and Culture

        Speaker:     Ken Curtis
                     Practice Leader
                     MNP Consulting

                     Debbie Lane
                     Executive Vice President, SaskCentral



        Moderator:   Kellye Whitney
                     Managing Editor
                     Talent Management magazine


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                                                               #TMwebinar
Creating a Top 100 Workplace Through Constructive
              Leadership and Culture


                         Kellye Whitney
                         Managing Editor
                         Talent Management magazine




                                              #TMwebinar
Creating a Top 100 Workplace Through Constructive
              Leadership and Culture

                     Ken Curtis
                     Practice Leader
                     MNP Consulting



                     Debbie Lane
                     Executive Vice President,
                     SaskCentral




                                                 #TMwebinar
Creating a Top 100 Workplace Through
Constructive Leadership and Culture
Ken Curtis
Practice Leader, MNP Consulting

Debbie Lane
Executive Vice President, SaskCentral




                           May 1, 2012




                                         7
About SaskCentral




SaskCentral…
is a financial services co-operative that serves
credit unions in Saskatchewan, Canada.




                                               8
SaskCentral’s Key Services


Our key services include:
  •   Statutory liquidity management
  •   Assistance with legislation compliance
  •   Strategic investment management
  •   Governance support
  •   Advocacy
  •   Market research
  •   Innovation


                                               9
Topics for Today’s Webinar


We will focus on:
  •   Our journey at SaskCentral and how we
      were able to transform its culture
  •   What culture alignment has meant for our
      people
  •   How leadership commitment and culture
      enhancement has benefited our
      organization




                                                 10
The Catalyst for Culture Change


In the 1990s…
- an explosion of choices became available to
banking consumers
- the global market expanded
- and the Internet changed the game
SaskCentral’s then CEO…
- directed the HR team to find a way to examine
  our organizational culture
- was committed to building a work environment
  that could enhance growth and financial results

                                                    11
CEO’s Requirements


Our former CEO, Sid Bildfell, and
current CEO, Ken Anderson, had two
requirements:
  1. Employees make a long-term commitment
     to the culture change effort
  2. A validated survey be selected and “used
     for life” to benchmark, provide actionable
     insights, and measure progress



                                              12
Finding the Right Tools


HR required an external resource who could assist
with:
   • Assessing our current work environment
   • Identifying and assessing the factors that
      were shaping it
   • Identifying the kind of work environment that
      would optimize our ability to achieve our
      vision

That resource was found in an organization
development team that we trusted—MNP
Consulting.
                                                 13
The Commitment




Ken Curtis             Debbie Lane
MNP Consulting         Executive Vice President,
Saskatchewan, Canada   SaskCentral
                                                   14
The Validated Survey


                We selected the Organizational Culture Inventory®
                by Human Synergistics International because it…
                        •       measures culture in a way that better predicts outcomes (quality,
                                performance, and retention) than do engagement or climate
                                surveys
                        •       provides highly visual feedback
                        •       is the most thoroughly researched and widely used culture
                                survey
                        •       uses benchmarks based on research (not client) data
                        •       is standardized—permitting meaningful comparisons over time
                        •       ties into the Organizational Effectiveness Inventory® and
                                Leadership/Impact® to facilitate action planning and leadership
                                development


Copyright © 2012 by Human Synergistics International. All rights reserved.                      15
What is Organizational Culture?


                           Culture is the shared values and
                           beliefs that can lead to norms and
                           expectations that guide how:
                                   •       Decisions are made
                                   •       People approach their work
                                   •       Colleagues interact




Copyright © 2012 by Human Synergistics International. All rights reserved.        16
Quantifying Culture—
                                                                                                The Circumplex
Members are expected to…                                                 12 enjoy their work
                                                              and produce high-quality products/services

                              11 set challenging goals                                                              1   be supportive
                            and solve problems effectively                                                and constructive in dealing with others


                                                                                                                             2  be open & friendly
      10 avoid making mistakes, work long hours,                                                                         and sensitive to the satisfaction
             and keep “on top” of everything                                                                                   of the work group




     9 operate in a “win-lose” framework”                                                                                    3 agree with, gain the approval of,
     and work against peers to be noticed                                                                                            and be liked by others




            8 take charge and “control” others,                                                                             4 conform, follow the rules,
              and make decisions autocratically                                                                             and make a good impression




                                7  gain status and influence                                                   5 do what they are told
                               by being critical and constantly                                                         and clear
                                  challenging one another                                                    all decisions with supervisors

                                                                    6  shift responsibilities to others
                                                                  and avoid being blamed for mistakes

Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                                                                                    17
How Culture Works




Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                   18
Human Synergistics and Towers-Perrin
                                Research on Culture and Profitability

                    Type of Culture                                             Profitability (Over 3 Years)

                          Constructive                                                           Higher earnings


                                                                                        No Statistically Significant
                    Passive/Defensive
                                                                                               Correlation


                Aggressive/Defensive                                                             Greater volatility


       Profitability data provided by Towers-Perrin: Profitability measured by earnings/sales ratios based on averages for the three-year period;
       volatility scores based on standard deviations across the three years. Culture types measured by the Organizational Culture Inventory®..



Organizational Culture Inventory® Copyright © 2012 by Human Synergistics International. All rights reserved.
                                                                                                                                                    19
First Look


Our first look at our culture was quite
a humbling experience!
It was characterized by:
  •   the good
  •   the bad, and
  •   the ugly




                                          20
SaskCentral Culture Profiles

                          Ideal Culture                                           Operating Culture
                        (1996 to Present)                                              (1996)




Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                       21
OEI Levers for Culture Change




Organizational Effectiveness Inventory®. Copyright © 2012 by Human Synergistics International. All rights reserved.   22
OEI Outcomes of Culture




Organizational Effectiveness Inventory®. Copyright © 2012 by Human Synergistics International. All rights reserved.   23
Moving in the Right Direction

By 2003, we had made progress!
                            Ideal Culture                                         Operating Culture—2003




Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                            24
Getting to Our Ideal


Our change road map required
both “internal” and “external”
perspectives and resources.
  •   Internal:
      •   A Service Excellence Committee was formed
  •   External:
      •   Consultant facilitated presentations to every division
          of the company to drive home the nature of their sub-
          cultures
      •   Agents of Change were carefully selected and trained
          in culture alignment and change management



                                                              25
Keeping the Momentum Going


MNP designed a leadership development
program for the top 3 tiers of management
  •   Leadership/Impact® Inventory
  •   Coaching on their individual contribution
      to “cascading the culture”
  •   Facilitating divisional planning efforts
      •   Reach for the Blue (Constructive Culture)




                                                      26
Actual Impact Varies
                                                          Top 10% vs Bottom 10% within a major corporation
                   Impact of the Most Effective                                     Impact of the Least Effective
                     and Successful Leaders                                           and Successful Leaders




                                     Effectiveness based on ratings by superiors, peers and direct reports;
                                                 success based on salary increases over time
Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                                 27
Outcomes


Confidence was growing and we realized that
we could adapt the work environment to more
closely match our Ideal vision
• Launched an Innovation Initiative in 2008
    • MNP measured effectiveness by including items
      at the end of the Organizational Effectiveness
      Inventory® (OEI)
    • OEI measures of Staff Satisfaction, which were
      increasing each year, became a component of
      the Balanced Score Card
    • SaskCentral emerged as a preferred employer


                                                   28
2009 Results



                                                                                  Approaching our goal:
                                                                                  • Change in CEO due to
                                                                                    retirement
                                                                                  • New CEO (internal succession)
                                                                                    had a history with the culture
                                                                                    initiative and maintained his
                                                                                    commitment to strengthen the
                                                                                    culture
                                                                                  • Consistency is seen as part of
                                                                                    our success



Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                               29
Maintaining Commitment


• Ongoing biennial assessment of culture
• Ongoing annual assessment of our
  effectiveness
• Re-structuring of SaskCentral in 2009 as result
  of the global economic downturn
• Executive team changes
• Launch of unique HR initiatives empowering
  employees
• Leadership development



                                                30
Achieving Our Vision

                          Ideal Culture                                               Operating Culture
                        (1996 to Present)                                                  (2011)




Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D.
Copyright © 1973-2012 by Human Synergistics International. All rights reserved.                           31
2012 Outcomes




Organizational Effectiveness Inventory®. Copyright © 2012 by Human Synergistics International.
All rights reserved.                                                                                         32
Comparisons to HSI
                                         Constructive Benchmarks
         Outcomes                                  Improvement from                               Exceeds HSI’s
                                                       1997-2012                              Constructive Benchmark

External Adaptability                                            1.08
Intra-Unit Teamwork and
Cooperation                                                       .20

Departmental Level Quality                                        .44

Role Conflict                                                     .50
Inter-Unit Coordination                                           .40
Intention to Stay                                                1.05

Stress                                                            .93

Motivation                                                       1.32
                                                                                              Exceeds HSI’s Historical Average
Organizational Level Quality                                      .49

Satisfaction                                                     1.21

Role Clarity                                                      .69

Job Insecurity                                                   1.17                                                   33
                 Copyright © 2011 by Human Synergistics International. All rights reserved.
Additional Outcomes

                                  2011                                                  2012
            •       Staff Satisfaction at 96th                               •   Staff Satisfaction will be
                    percentile—an                                                re-assessed in June,
                    all-time high                                                2012
            •       #1 Best Workplace for                                    •   #6 Best Workplace for
                    Women in Canada                                              Women in Canada
            •       #5 Best Workplace for                                    •   Top Six Best Workplace
                    Respect in Canada                                            for Respect in Canada
            •       #31 Best Workplace in                                    •   Top Six Best Workplace
                    Canada                                                       for Credibility in Canada

                                                                             And…


Copyright © 2011 by Human Synergistics International. All rights reserved.                                    34
Additional Outcomes



                                                                2012


                 • #1 Best Workplace in Canada




Copyright © 2011 by Human Synergistics International. All rights reserved.   35
Poll Question


Do you know what your current culture
looks like?
     a) Yes
     b) No

If Yes, how do you know?
     a) internal survey (developed in house)
     b) validated survey (tested, reliable, and
        used across many organizations)
     c) observations, focus groups, or other
        qualitative methods
                                                  36
Questions


Thank you for your interest today.

If anyone has any further questions, please e-
mail them to: Ken.Curtis@mnp.ca

For more information on MNP Consulting or
SaskCentral, please visit our websites:
www.saskcentral.com       www.mnp.ca



                                             37
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Creating a Top 100 Workplace Through Constructive Leadership and Culture

  • 1. Creating a Top 100 Workplace Through Constructive Leadership and Culture You can listen to today’s webinar using your computer’s speakers or you may dial into the teleconference. If you would like to join the teleconference, please dial 1.408.600.3600 and enter access code: 923 519 948 # You will be on hold until the seminar begins. #TMwebinar
  • 2. Creating a Top 100 Workplace Through Constructive Leadership and Culture Speaker: Ken Curtis Practice Leader MNP Consulting Debbie Lane Executive Vice President, SaskCentral Moderator: Kellye Whitney Managing Editor Talent Management magazine #TMwebinar
  • 3. Tools You Can Use • Q&A – Click on the Q&A icon on your floating toolbar in the bottom right corner. – Type in your question in the space at the bottom. – Click on “Send.” #TMwebinar
  • 4. Tools You Can Use • Polling – Polling question will appear in the “Polling” panel. – Select your response and click on “Submit.” #TMwebinar
  • 5. Frequently Asked Questions 1. Will I receive a copy of the slides after the webinar? YES 2. Will I receive a copy of the recording after the webinar? YES Please allow up to 2 business days to receive these materials. #TMwebinar
  • 6. Creating a Top 100 Workplace Through Constructive Leadership and Culture Kellye Whitney Managing Editor Talent Management magazine #TMwebinar
  • 7. Creating a Top 100 Workplace Through Constructive Leadership and Culture Ken Curtis Practice Leader MNP Consulting Debbie Lane Executive Vice President, SaskCentral #TMwebinar
  • 8. Creating a Top 100 Workplace Through Constructive Leadership and Culture Ken Curtis Practice Leader, MNP Consulting Debbie Lane Executive Vice President, SaskCentral May 1, 2012 7
  • 9. About SaskCentral SaskCentral… is a financial services co-operative that serves credit unions in Saskatchewan, Canada. 8
  • 10. SaskCentral’s Key Services Our key services include: • Statutory liquidity management • Assistance with legislation compliance • Strategic investment management • Governance support • Advocacy • Market research • Innovation 9
  • 11. Topics for Today’s Webinar We will focus on: • Our journey at SaskCentral and how we were able to transform its culture • What culture alignment has meant for our people • How leadership commitment and culture enhancement has benefited our organization 10
  • 12. The Catalyst for Culture Change In the 1990s… - an explosion of choices became available to banking consumers - the global market expanded - and the Internet changed the game SaskCentral’s then CEO… - directed the HR team to find a way to examine our organizational culture - was committed to building a work environment that could enhance growth and financial results 11
  • 13. CEO’s Requirements Our former CEO, Sid Bildfell, and current CEO, Ken Anderson, had two requirements: 1. Employees make a long-term commitment to the culture change effort 2. A validated survey be selected and “used for life” to benchmark, provide actionable insights, and measure progress 12
  • 14. Finding the Right Tools HR required an external resource who could assist with: • Assessing our current work environment • Identifying and assessing the factors that were shaping it • Identifying the kind of work environment that would optimize our ability to achieve our vision That resource was found in an organization development team that we trusted—MNP Consulting. 13
  • 15. The Commitment Ken Curtis Debbie Lane MNP Consulting Executive Vice President, Saskatchewan, Canada SaskCentral 14
  • 16. The Validated Survey We selected the Organizational Culture Inventory® by Human Synergistics International because it… • measures culture in a way that better predicts outcomes (quality, performance, and retention) than do engagement or climate surveys • provides highly visual feedback • is the most thoroughly researched and widely used culture survey • uses benchmarks based on research (not client) data • is standardized—permitting meaningful comparisons over time • ties into the Organizational Effectiveness Inventory® and Leadership/Impact® to facilitate action planning and leadership development Copyright © 2012 by Human Synergistics International. All rights reserved. 15
  • 17. What is Organizational Culture? Culture is the shared values and beliefs that can lead to norms and expectations that guide how: • Decisions are made • People approach their work • Colleagues interact Copyright © 2012 by Human Synergistics International. All rights reserved. 16
  • 18. Quantifying Culture— The Circumplex Members are expected to… 12 enjoy their work and produce high-quality products/services 11 set challenging goals 1 be supportive and solve problems effectively and constructive in dealing with others 2 be open & friendly 10 avoid making mistakes, work long hours, and sensitive to the satisfaction and keep “on top” of everything of the work group 9 operate in a “win-lose” framework” 3 agree with, gain the approval of, and work against peers to be noticed and be liked by others 8 take charge and “control” others, 4 conform, follow the rules, and make decisions autocratically and make a good impression 7 gain status and influence 5 do what they are told by being critical and constantly and clear challenging one another all decisions with supervisors 6 shift responsibilities to others and avoid being blamed for mistakes Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 17
  • 19. How Culture Works Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 18
  • 20. Human Synergistics and Towers-Perrin Research on Culture and Profitability Type of Culture Profitability (Over 3 Years) Constructive Higher earnings No Statistically Significant Passive/Defensive Correlation Aggressive/Defensive Greater volatility Profitability data provided by Towers-Perrin: Profitability measured by earnings/sales ratios based on averages for the three-year period; volatility scores based on standard deviations across the three years. Culture types measured by the Organizational Culture Inventory®.. Organizational Culture Inventory® Copyright © 2012 by Human Synergistics International. All rights reserved. 19
  • 21. First Look Our first look at our culture was quite a humbling experience! It was characterized by: • the good • the bad, and • the ugly 20
  • 22. SaskCentral Culture Profiles Ideal Culture Operating Culture (1996 to Present) (1996) Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 21
  • 23. OEI Levers for Culture Change Organizational Effectiveness Inventory®. Copyright © 2012 by Human Synergistics International. All rights reserved. 22
  • 24. OEI Outcomes of Culture Organizational Effectiveness Inventory®. Copyright © 2012 by Human Synergistics International. All rights reserved. 23
  • 25. Moving in the Right Direction By 2003, we had made progress! Ideal Culture Operating Culture—2003 Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 24
  • 26. Getting to Our Ideal Our change road map required both “internal” and “external” perspectives and resources. • Internal: • A Service Excellence Committee was formed • External: • Consultant facilitated presentations to every division of the company to drive home the nature of their sub- cultures • Agents of Change were carefully selected and trained in culture alignment and change management 25
  • 27. Keeping the Momentum Going MNP designed a leadership development program for the top 3 tiers of management • Leadership/Impact® Inventory • Coaching on their individual contribution to “cascading the culture” • Facilitating divisional planning efforts • Reach for the Blue (Constructive Culture) 26
  • 28. Actual Impact Varies Top 10% vs Bottom 10% within a major corporation Impact of the Most Effective Impact of the Least Effective and Successful Leaders and Successful Leaders Effectiveness based on ratings by superiors, peers and direct reports; success based on salary increases over time Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 27
  • 29. Outcomes Confidence was growing and we realized that we could adapt the work environment to more closely match our Ideal vision • Launched an Innovation Initiative in 2008 • MNP measured effectiveness by including items at the end of the Organizational Effectiveness Inventory® (OEI) • OEI measures of Staff Satisfaction, which were increasing each year, became a component of the Balanced Score Card • SaskCentral emerged as a preferred employer 28
  • 30. 2009 Results Approaching our goal: • Change in CEO due to retirement • New CEO (internal succession) had a history with the culture initiative and maintained his commitment to strengthen the culture • Consistency is seen as part of our success Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 29
  • 31. Maintaining Commitment • Ongoing biennial assessment of culture • Ongoing annual assessment of our effectiveness • Re-structuring of SaskCentral in 2009 as result of the global economic downturn • Executive team changes • Launch of unique HR initiatives empowering employees • Leadership development 30
  • 32. Achieving Our Vision Ideal Culture Operating Culture (1996 to Present) (2011) Research and Development by Robert A. Cooke, Ph.D. & J. Clayton Lafferty, Ph.D. Copyright © 1973-2012 by Human Synergistics International. All rights reserved. 31
  • 33. 2012 Outcomes Organizational Effectiveness Inventory®. Copyright © 2012 by Human Synergistics International. All rights reserved. 32
  • 34. Comparisons to HSI Constructive Benchmarks Outcomes Improvement from Exceeds HSI’s 1997-2012 Constructive Benchmark External Adaptability 1.08 Intra-Unit Teamwork and Cooperation .20 Departmental Level Quality .44 Role Conflict .50 Inter-Unit Coordination .40 Intention to Stay 1.05 Stress .93 Motivation 1.32 Exceeds HSI’s Historical Average Organizational Level Quality .49 Satisfaction 1.21 Role Clarity .69 Job Insecurity 1.17 33 Copyright © 2011 by Human Synergistics International. All rights reserved.
  • 35. Additional Outcomes 2011 2012 • Staff Satisfaction at 96th • Staff Satisfaction will be percentile—an re-assessed in June, all-time high 2012 • #1 Best Workplace for • #6 Best Workplace for Women in Canada Women in Canada • #5 Best Workplace for • Top Six Best Workplace Respect in Canada for Respect in Canada • #31 Best Workplace in • Top Six Best Workplace Canada for Credibility in Canada And… Copyright © 2011 by Human Synergistics International. All rights reserved. 34
  • 36. Additional Outcomes 2012 • #1 Best Workplace in Canada Copyright © 2011 by Human Synergistics International. All rights reserved. 35
  • 37. Poll Question Do you know what your current culture looks like? a) Yes b) No If Yes, how do you know? a) internal survey (developed in house) b) validated survey (tested, reliable, and used across many organizations) c) observations, focus groups, or other qualitative methods 36
  • 38. Questions Thank you for your interest today. If anyone has any further questions, please e- mail them to: Ken.Curtis@mnp.ca For more information on MNP Consulting or SaskCentral, please visit our websites: www.saskcentral.com www.mnp.ca 37
  • 39. Join Our Next TM Webinar Follow the Yellow Brick Road Methodology, Featuring HR Industry Expert Naomi Bloom Thursday, May 3, 2012 • TM Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for upcoming TM Webinars at www.talentmgt.com/events Join the Talent Management magazine Network http://network.talentmgt.com/ #TMwebinar