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SPEAKING WITH FACTS:
Total Quality and Organization Development
Project Dimensions




                             By:
                 Dr. Clementine A. Baustista
                        Elizabeth J. Perez
Project Management
Project Planning
Total Quality Business Projects
Quality project involvement
Total Quality Business Projects




 Speaking with facts – four alternatives
Total Quality Business Projects


PROJECT PLANNING
Key points in the use of OD in Project Planning
Total Quality Business Projects




 Key points in the use of OD in Project Planning
Total Quality Business Projects


 Speaking with facts as purpose of business
  project planning
  Fact-finding steps, Cycles and Tools
       QC steps           PDCA/SDCA         process/mgt        QC project tools
                            cycles         planning tools
  1. Select theme/                       KJ method, matrix    Check sheet,
     problem                             data analysis,       display graphs,
                                         relations diagram    Pareto chart,
                                                              histogram, scatter
                              PLAN                            diagram, control
                                                              chart
  2. Collect and                         Matrix diagram,
     analyze data                        flowcharting


  3. Analyze causes                      Flowchart analysis
Total Quality Business Projects


 Speaking with facts as purpose of business
  project planning
  Fact-finding steps, Cycles and Tools
       QC steps           PDCA/SDCA         process/mgt      QC project tools
                            cycles         planning tools
  4. Plan and                            Tree diagram,
     implement                    DO     matrix diagram,
     solution                            arrow diagram,
                                         PDPC diagram
  5. Evaluate effects        CHECK                          Check sheet,
                                                            display graphs,
                                                            Pareto chart,
                                                            histogram, scatter
                                                            diagram, control
                                                            chart, SPC
Total Quality Business Projects


 Speaking with facts as purpose of business
  project planning

    Fact-finding steps, Cycles and Tools
        QC steps            PDCA/SDCA                 process/mgt       QC project tools
                              cycles                 planning tools
    6. Standardize                                 Arrow diagram,       Poke Yoke
       solution                   ACT              PDPC diagram
    7. Reflect on                                  KJ analysis
       process (and
       next problem)
       (provides steps)   (provides repetitions)     (Provides tools)     (provides tools)
Total Quality Business Projects


Alternating interaction between SDCA cycle
  and PDCA       DO Improvement

               Improvement
               activities                                                CHECK
                                 PLAN Improvement                        Improvement results




                                                  Initiate improvement   Standardization



                                                                         Know the
                                                                         STANDARD
                                 ACT to improve work
                                 against standard                        DO the work
                    Daily Work                                           according to the
                                                                         standard

                                 CHECK the work against
                                 standard
Total Quality Business Projects


 Project Planning for Kaizen and Competitive
   Parity




                            Level 3



                                  Road Map for process improvement
                                  through project teams
Total Quality Business Projects


 Project Planning for Breakthrough Dominance
   and Reengineering
Total Quality Business Projects

PROJECT MANAGEMENT


                                            D
                                            e
                                            c
                                            i
                                            s
                                            i
                                            o
                                            n

                              Information   m   gathering
                                            a
                                            k
                                            i
                                            n
                                            g
Four basic
 subcultures
Total Quality Business Projects


Phases and Stages of Project Life Cycle


                   P       Feasibility

                   H          Formulation
         l
       na tum      A
    ter en
  In om
                                         Implementation
    m              S
                                                  Installation
                   E
                                                                 Sustaining
                   S
                Stages     Gestation     Growth   Independence    Declining   Death

 External organizational
 support
Total Quality Business Projects


Project Management and Teams
                                  PERFORMANCE
                                    RESULTS




                                           AC
                                              CO
                                                 UN
                                                  ABT
                                                    ILI
                                                        T
                           S




                                                        Y
                        ILL
                      SK




     COLLECTIVE                    COMMITMENT               PERSONAL
   WORK PRODUCTS                                             GROWTH
Total Quality Business Projects


 Four phases of group progress
Total Quality Organization
Development (OD) Projects
Total Quality Organization Development Projects


Total Quality Organization Development
 Project Planning
Total Quality Organization Development Projects

Types of Teams
Total Quality Organization Development Projects

Planning and Factors in Team Empowerment

   Factors in team empowerment:

   • Micro and macro stage of system
   development along the team involvement
   continuum

   • Matching of leadership styles with follower’s
   maturity levels to promote team empowerment
Total Quality Organization Development Projects

Micro and macro stage of system development
Total Quality Organization Development Projects

Micro stage of system development
Total Quality Organization Development Projects

Macro stage of system development
Total Quality Organization Development Projects

Macro stage of system development
Total Quality Organization Development Projects

Macro stage of system development
Matching of leadership styles with follower’s
 maturity levels to promote team empowerment
Total Quality Organization Development Projects


Project Planning for Organization Development
  Consulting


                Engagement Initiation




                          The Consulting Process
Total Quality Organization Development Projects

  TQM Perspective on the Client/Consultant
  Engagement
Total Quality Organization Development Projects


  Comparison of Conventional Consultant
  Approaches vs. Total Quality Approaches
      Stages of consulting      Selected conventional      Selected total quality
      engagement                consultant                 OD consultant
                                approaches                 approaches
      Recognition of business   • Focus on consulting      • Focus on customer
      need                      needs                      need
                                • Emphasis on              • Emphasis on client
                                consultant values          values
                                • Ignoring baseline        • planning on baseline
                                variables                  variables
                                • short-term perspective   • Long-term perspective
                                on engagement

      Client /consultant        • tendency to overlook       • Recognizing
      Engagement                need to qualify clients      importance of qualified
                                • Loss of f bid is a failure clients
Total Quality Organization Development Projects

  Comparison of Conventional Consultant
  Approaches vs. Total Quality Approaches
  Stages of consulting       Selected conventional       Selected total quality
  engagement                 consultant approaches       OD consultant
                                                         approaches
  Client /consultant         • tendency for teams to     • Loss of bid is a learning
  Engagement                 be underprepared for        opportunity
                             engagement                  • fully prepared team
                             • inadequate client         members on
                             understanding and buy-in    engagements
                             on deliverables             • Clear client
                             • Lack of empowerment       understanding and buy-in
                             of team members             on deliverables
                             • Little or no access to    • Full empowerment of
                             client work areas/staff     team members
                             • Limited use of            • free access to client
                             information technology to   work areas /staff
                             transfer knowledge          •Extensive use of IT to
                                                         transfer knowledge
Total Quality Organization Development Projects

  Comparison of Conventional Consultant
  Approaches vs. Total Quality Approaches
  Stages of consulting       Selected conventional         Selected total quality
  engagement                 consultant approaches         OD consultant
                                                           approaches
  Consultant Performance     • lack of communication       • Frequent
                             with client on project        communication with client
                             status, value added and       on project status
                             issues                        • Timely assistance to
                             • Inadequate assistance       client in making interim
                             to client in making interim   decisions
                             decisions                     • Use of issue logs to
                             • Lack of a means of          keep track of issues and
                             keeping track of issues       their resolution
                             and their resolution          • Emphasis on “delighting”
                             • Emphasis on just            the client, not just meeting
                             meeting the client’s needs    needs
Total Quality Organization Development Projects

  Comparison of Conventional Consultant
  Approaches vs. Total Quality Approaches
  Stages of consulting       Selected conventional         Selected total quality
  engagement                 consultant approaches         OD consultant
                                                           approaches
  Completion/follo-on/Exit   • Failure to identify         • Continuous effort to
                             follow-up projects            identify follow-up projects
                             • Inadequate follow-up on     • Timely follow-up on
                             project results               project results
                             • Failure to seek client      • Use ofestablished client
                             feedback on projects          feedback methods on
                             • Waiting until final stage   project
                             to assess quality             • Measures used to
                                                           continually assess quality
                                                           all during the engagement
Total Quality Organization
Development (OD) Projects

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Speaking with facts tq & od project dimensions(1)

  • 1. SPEAKING WITH FACTS: Total Quality and Organization Development Project Dimensions By: Dr. Clementine A. Baustista Elizabeth J. Perez
  • 3. Total Quality Business Projects Quality project involvement
  • 4. Total Quality Business Projects Speaking with facts – four alternatives
  • 5. Total Quality Business Projects PROJECT PLANNING Key points in the use of OD in Project Planning
  • 6. Total Quality Business Projects Key points in the use of OD in Project Planning
  • 7. Total Quality Business Projects Speaking with facts as purpose of business project planning Fact-finding steps, Cycles and Tools QC steps PDCA/SDCA process/mgt QC project tools cycles planning tools 1. Select theme/ KJ method, matrix Check sheet, problem data analysis, display graphs, relations diagram Pareto chart, histogram, scatter PLAN diagram, control chart 2. Collect and Matrix diagram, analyze data flowcharting 3. Analyze causes Flowchart analysis
  • 8. Total Quality Business Projects Speaking with facts as purpose of business project planning Fact-finding steps, Cycles and Tools QC steps PDCA/SDCA process/mgt QC project tools cycles planning tools 4. Plan and Tree diagram, implement DO matrix diagram, solution arrow diagram, PDPC diagram 5. Evaluate effects CHECK Check sheet, display graphs, Pareto chart, histogram, scatter diagram, control chart, SPC
  • 9. Total Quality Business Projects Speaking with facts as purpose of business project planning Fact-finding steps, Cycles and Tools QC steps PDCA/SDCA process/mgt QC project tools cycles planning tools 6. Standardize Arrow diagram, Poke Yoke solution ACT PDPC diagram 7. Reflect on KJ analysis process (and next problem) (provides steps) (provides repetitions) (Provides tools) (provides tools)
  • 10. Total Quality Business Projects Alternating interaction between SDCA cycle and PDCA DO Improvement Improvement activities CHECK PLAN Improvement Improvement results Initiate improvement Standardization Know the STANDARD ACT to improve work against standard DO the work Daily Work according to the standard CHECK the work against standard
  • 11. Total Quality Business Projects Project Planning for Kaizen and Competitive Parity Level 3 Road Map for process improvement through project teams
  • 12. Total Quality Business Projects Project Planning for Breakthrough Dominance and Reengineering
  • 13. Total Quality Business Projects PROJECT MANAGEMENT D e c i s i o n Information m gathering a k i n g Four basic subcultures
  • 14. Total Quality Business Projects Phases and Stages of Project Life Cycle P Feasibility H Formulation l na tum A ter en In om Implementation m S Installation E Sustaining S Stages Gestation Growth Independence Declining Death External organizational support
  • 15. Total Quality Business Projects Project Management and Teams PERFORMANCE RESULTS AC CO UN ABT ILI T S Y ILL SK COLLECTIVE COMMITMENT PERSONAL WORK PRODUCTS GROWTH
  • 16. Total Quality Business Projects Four phases of group progress
  • 18. Total Quality Organization Development Projects Total Quality Organization Development Project Planning
  • 19. Total Quality Organization Development Projects Types of Teams
  • 20. Total Quality Organization Development Projects Planning and Factors in Team Empowerment Factors in team empowerment: • Micro and macro stage of system development along the team involvement continuum • Matching of leadership styles with follower’s maturity levels to promote team empowerment
  • 21. Total Quality Organization Development Projects Micro and macro stage of system development
  • 22. Total Quality Organization Development Projects Micro stage of system development
  • 23. Total Quality Organization Development Projects Macro stage of system development
  • 24. Total Quality Organization Development Projects Macro stage of system development
  • 25. Total Quality Organization Development Projects Macro stage of system development
  • 26. Matching of leadership styles with follower’s maturity levels to promote team empowerment
  • 27. Total Quality Organization Development Projects Project Planning for Organization Development Consulting Engagement Initiation The Consulting Process
  • 28. Total Quality Organization Development Projects TQM Perspective on the Client/Consultant Engagement
  • 29. Total Quality Organization Development Projects Comparison of Conventional Consultant Approaches vs. Total Quality Approaches Stages of consulting Selected conventional Selected total quality engagement consultant OD consultant approaches approaches Recognition of business • Focus on consulting • Focus on customer need needs need • Emphasis on • Emphasis on client consultant values values • Ignoring baseline • planning on baseline variables variables • short-term perspective • Long-term perspective on engagement Client /consultant • tendency to overlook • Recognizing Engagement need to qualify clients importance of qualified • Loss of f bid is a failure clients
  • 30. Total Quality Organization Development Projects Comparison of Conventional Consultant Approaches vs. Total Quality Approaches Stages of consulting Selected conventional Selected total quality engagement consultant approaches OD consultant approaches Client /consultant • tendency for teams to • Loss of bid is a learning Engagement be underprepared for opportunity engagement • fully prepared team • inadequate client members on understanding and buy-in engagements on deliverables • Clear client • Lack of empowerment understanding and buy-in of team members on deliverables • Little or no access to • Full empowerment of client work areas/staff team members • Limited use of • free access to client information technology to work areas /staff transfer knowledge •Extensive use of IT to transfer knowledge
  • 31. Total Quality Organization Development Projects Comparison of Conventional Consultant Approaches vs. Total Quality Approaches Stages of consulting Selected conventional Selected total quality engagement consultant approaches OD consultant approaches Consultant Performance • lack of communication • Frequent with client on project communication with client status, value added and on project status issues • Timely assistance to • Inadequate assistance client in making interim to client in making interim decisions decisions • Use of issue logs to • Lack of a means of keep track of issues and keeping track of issues their resolution and their resolution • Emphasis on “delighting” • Emphasis on just the client, not just meeting meeting the client’s needs needs
  • 32. Total Quality Organization Development Projects Comparison of Conventional Consultant Approaches vs. Total Quality Approaches Stages of consulting Selected conventional Selected total quality engagement consultant approaches OD consultant approaches Completion/follo-on/Exit • Failure to identify • Continuous effort to follow-up projects identify follow-up projects • Inadequate follow-up on • Timely follow-up on project results project results • Failure to seek client • Use ofestablished client feedback on projects feedback methods on • Waiting until final stage project to assess quality • Measures used to continually assess quality all during the engagement

Hinweis der Redaktion

  1. The pillar of speaking with facts is the outcome of a process of sound design, developed in the cornerstone of project planning, reinforced by a process of effective implementation, delivered in the foundation of project management
  2. Quality project involvement is undertaken for many reasons such as: To achieve world-class quality project success, teams and entire organizations must learn to speak with facts To speak with facts means that the organization has the resources and methods to determine what is factually true and structures itself to ensure that members give voice to the truth
  3. Speak without facts – individuals or groups make themselves heard in the (traditional) organization through various ways of voicing their opinions (ex. Committees, policy meetings, newsletters, open-door policies, training sessions, and suggestions), this normally protect /preserve the power of those who currently manage the organization, allowing to voice ideas is a form of empowerment and some persons delight in the use of voice power, even when they “do not know what they are talking about”; persuasive personalities and powerful groups that speak without facts put the organization’s survival and success at risk for their own benefit Not knowing the facts and not speaking with facts – do not know the truth, do not have adequate statistical documentation (evidence) or do not speak up. Personal fear and climate of fear in the workplace paralyze these individuals or groups and prevents them from getting the facts and assertively voicing them, sometime they intuitively know what has to be done but they do not have the confidence or training to transform/present statistical information that decision makers would regard as credible Knowing the facts but not speaking with facts – statistical data could be available to the groups but there is no mechanism in the organization to voice or be heard Speak with facts – recognize as essential to successfully carrying out total quality business projects. It requires the disciplines use of tools and techniques to obtain facts and the responsibility to voice those findings, whether they be good news or bad news. When employees are routinely empowered to use a variety of voice mechanism, valuable learning form successes and failures occurs. Total quality firm that wants the facts to provide ongoing training in technical, teamwork and communication skills can be expected. Reward and recognition process that reinforces this environment can be provided.
  4. Total quality OD professional can play key role in linking team members and managers in business projects planning and implementation.
  5. Total quality OD professional can play key role in linking team members and managers in business projects planning and implementation.
  6. First step - Problem has to be perceived (difference between “what is” and “what is should be” must be identified). Problem must be formally stated Second and third steps – requires collection and analysis of data, analysing cause without jumping to conclusions Remaining steps – with the use of appropriate tools, must arrive at a solution with sufficient process documentation to standardize it. To achieve and maintain quality project success, alternating cycles of process control, standardizing routine daily work, structured improvement activities, and measurement recording processess must be performed
  7. First step - Problem has to be perceived (difference between “what is” and “what is should be” must be identified). Problem must be formally stated Second and third steps – requires collection and analysis of data, analysing cause without jumping to conclusions Remaining steps – with the use of appropriate tools, must arrive at a solution with sufficient process documentation to standardize it. To achieve and maintain quality project success, alternating cycles of process control, standardizing routine daily work, structured improvement activities, and measurement recording processess must be performed
  8. First step - Problem has to be perceived (difference between “what is” and “what is should be” must be identified). Problem must be formally stated Second and third steps – requires collection and analysis of data, analysing cause without jumping to conclusions Remaining steps – with the use of appropriate tools, must arrive at a solution with sufficient process documentation to standardize it. To achieve and maintain quality project success, alternating cycles of process control, standardizing routine daily work, structured improvement activities, and measurement recording processess must be performed
  9. SDCA cycle: (S) – standard that is used to do the process (D), results are checked (C), and appropriate action is taken (A) If results are within specification, the appropriate action is to continue to use the standard and repeat the cycle. If results are beginning to drift or are out of specification, standard corrective actions are to be taken SDCA – run existing process, compute natural variation, thus highlighting uncontrolled variation PDCA – find and eliminate sources of uncontolled variation SDCA – continue running the new or now process accurately followed process eliminate source of any out-of-control condition that begins to occur PDCA – use 7 QC steps to find and reduce the largest source of controlled variation SDCA – continue running new process; eliminate source of any out-of-control condition tht begins to occur Therefore, speaking with facts requires disciplined application of quality control steps, cycles and tools to the system itself
  10. all processes are classified as level 1 (unknown status) until sufficient data have been collected to determine their true status Level 2 – when some basic data were gathered; signifies that process design is understood by the process improvement team and is operating according to the prescribed documentation Level 3 – process at this level is called the effective process; has a systematic measurement system in place to ensure that customer expectations are met; streamlining of the process started; project team at this level will have helped document the overall process, develop customer-related measures, establish feedback systems and been involved in appropriate training, benchmarking, and improvement activities Level 4 – process is called efficient process; streamlining activities on the process have been completed and there has been a significant improvement in the efficiency of the process; able to meet requirements of level 2 & 3 more;project teams ensured that customer requirements were consistently met, process control and OD measures were showing steady improvement, critical supplier requirement achieved and training, benchmarking and continuous improvement targets were met and new goals developed Level 5 – process is called error-free; processes are highly effective and efficient; both external and internal customer expectations are met; problems are barely encounter; schedules are met and stress level is low; project team assisted in making processes consistently excellent Level 6 – highest level where process is one of the 10 best practices of its kind or it is in the top 10% of similar processes; process at this level is called world-class processes; processes are benchmark target for other organization; ultimate goal is to go beyond world-class to become the best-of-breed process
  11. after attaining level 6, the next goal is going beyond world-class, to attain “breakthrough” This requires major changes in corporate culture, infrastructure and the way projects are conceived and carried out in the organization
  12. Team members of adhocacy and market cultures make it easy for them to adapt to participation in project teams Team members from Clans and bureaucracies normally have greater difficulty joining project teams because of their focus on individual performance. Information gathering activities – separate members from different subcultures by their focus on individual details and organizational patterns Decision making – tend to separate such team members into short-term and long-term thinkers Project leaders need to integrate diverse skills , personalities, and subcultural orientations into a focused, fact-finding
  13. Effective total quality project management also requires competence in coordinating phases and stages of the project life cycle
  14. Goal of quality-centered organization project management is to attain process excellence by empowering individuals to exercise and continuously develop his/her skills and talents within the framework of effective teams Teams normally consist of fewer than 25 people with complementary technical/functional problem-solving and interpersonal skills Must develop commitment to a shared, meaningful purpose; must own and translate that purpose into specific and action oriented goals Teams require individual and joint accountability for performance; team accountability is about sincere promises made to reach other for which there is a pledge of committed action; when promises are followed through, the team preserves and extends the trust upon which it is built.
  15. Team accomplishments often can exceed even the original goals of the group or its sponsor…performance tends to increase significantly as groups progress through the 4 phases
  16. Traditionally focused on organization structure, thus organizational change project assignments, opportunities and rewards for OD practitioners have been designed around structural changes This contributes to : power plays, competition, favoritism, and self-centeredness which collectively counter the 2 most important function of quality organization: customer satisfaction and continuous improvement
  17. Fundamental shift to team role to benefit from team skills such as cooperation (breaking silos), interpersonal communication, cross-training, and group decision making is now a challege. To respond to quality project planning challenge, OD practitioners
  18. As OD practitioners, there is a need to be aware of at least 4 types of teams that exist in most total quality firms which correspond to organization levels and tasks: Lead team – highest team level; also called as quality council; responsible for the strategic mgt of quality process; acts as steering committee to set policy , establish guidelines, and handle overall logistics and communications; coordinate, and generally review and approve activities of the other 3 teams Functional team – consist of members from single work or functional area Cross-functional – consist of people from more than 1 work area, function, or department Task Team – generally include people from one or more functional area; generally formed to solve a specific problem or group of problems, and are then disbanded OD team development, will necessarily entail balancing empowerment and responsibility
  19. Micro system level
  20. Table 5.2, page 232
  21. Micro system level
  22. Table 5.2, page 232
  23. Table 5.2, page 232
  24. Work empowerment is characterized by high task competence and wide experience, high commitment to achieve and ability/willingness to accept responsibility, and high moral commitment to use power to enhance justice, trust and case in the workplace. Premature empowerment of leaders and/or followers can lead to poor business decisions being made more quickly and more oftern ---a recipe for disaster To avoid premature team empowerment, this situational leadership grid provides a road map.. shows: four appropriate leadership style - managerial directing, coaching, participating (supporting), and delegating (empowerment) Directing Style  is for people who lack competence but are  enthusiastic and committed. They need direction and supervision to get started. Coaching Style  is for people who have some competence but lack commitment. They need direction,  inspiration , and supervision because they are still relatively inexperienced. They also need support and praise to build their self-esteem, and involvement in decision-making to restore their commitment. Supporting Style  is for people who have competence, but lackconfidence of  motivation . They do not need much direction because of their skills, but support is necessary to bolster their confidence and motivation. Delegating Style  is for people who have both competence and commitment. They are able and willing to work on a project by themselves with little supervision or support.
  25. Consist of 4stages: Recognition of business need – occurs when client / consultant recognizes that a change must occur and there is a business need for consultative assistance Client/consultant engagement – process aimed at developing a contract with consulting; Client /consultant performance – requires participation by both client and consultant Completion /follow-up/exit -