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Welcome to
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Leading Strategic and Cultural Change
The Systems Thinking Approach® to Superior Results
Delivered by
Haines Centre Partners
“A Totally Integrated Systems Solution”
Workshop Purposes:
Leading Strategic and Cultural Change
Overall Workshop Purposes:
To ensure successful execution of a Strategic Plan or for a desired Enterprise-Wide Change and Organizational Transformation.
Workshop Objectives
- Successfully apply the concept of organizations as “living and natural systems” to your own organization and Enterprise-Wide Change situation.
- Understand The Systems Thinking Approach® and model for Business Excellence and Superior Results-the ABCs of Strategic and Cultural Change.
- Achieve and sustain a unique marketplace positioning and or ideal future vision of Enterprise-Wide Change.
- Build frameworks for facilitating complex Enterprise-Wide Change.
- Conduct a holistic Enterprise-Wide diagnosis and design from a system's perspective.
- Provide superior decision-making abilities in Strategic and Cultural Change.
- Discover and appreciate the importance of the three elements present in all human interactions and dynamics of change-and why complex changes so often fail (the Iceberg Theory of Change).
- Analyze and apply a menu of key structures as the leverage for enterprise-wide change management to your own organization and situation in order to design, build, and sustain the momentum of change.
- Apply The Rollercoaster of Change™ and its many practical applications to any Organization Development intervention and change situation...as part of a totally integrated systems solution to Strategic and Cultural Change.
- Review the four key roles of the “Players of Change,” and especially the key role of a Program Management Office.
Workshop Benefits:
Leading Strategic and Cultural Change
As a result of attending this workshop, you will be able to:
- Significantly improve your probability of success on any large scale change you are undertaking
- Assess and learn significant improvement ideas and lessons learned on any Strategic and Cultural Change you have undertaken previously
- Clarify and install the proper structures, roles, and processes from proven Best Practices in Strategic and Cultural Change
- Become a better, more proactive strategic leader in large-scale change efforts
- Make better strategic decisions on a daily basis throughout a Strategic and Cultural Change effort
- And most importantly-be part of the 25% of all organizations that make strategic change an art form and achieve their desired organizational excellence and significant business results
Workshop Agenda:
Alternative #1 - 3 Days
Leading Strategic and Cultural Change
- Day 1 -
| Day 1 | Topic |
| 8:00 | Continental Breakfast |
| 8:30 |
Introduction to Workshop |
| 9:45 | Break |
| 10:00 | Overview 6. Why It Fails – Your Case |
| 11:00 | Systems Thinking 7. Systems Thinking: ABC Model/Smart Start Executive Briefing |
| 12:15 | Lunch |
| 1:00 | Goal #1: Clarity of Purpose [E][A][B] 8. Four Missing Links 9. "Shared" Document: Shared Vision – Values Key Shared Strategies and Enterprise-Wide Cultural Change Initiatives |
| 2:30 | Break |
| 2:45 | Iceberg Theory of Change 10. Three Elements Present in all Human Interactions (Content, Process, Structure) 11. Players of Change Roles/PMO 12. Menu of Key Structures for Change 13. Choose from Menu for Your Case |
| 4:45 | 14. Tools, Tips, Techniques on ChangeDraw from Group |
| 5:00 | 15. How Did the Day Go? Close!Continue? More of? Less of? |
| Homework | Present Your Case on Day Three (Immersion) Begin Filling in the Game Plan Template Hand out Enterprise-Wide Change Book here Note Earlier Start/End Time on Day Three |
- Day 2 -
| Day 2 | Topic |
| 8:00 | Continental Breakfast |
| 8:30 | Day OneCatch Up, Review |
| 8:45 | Smart Start 2. Smart Start Sequence: EducateAssessTailorOrganize |
| 9:45 | Break |
| 10:00 | 3. Parallel Involvement Process 4. Organizational Capacity for Strategic and Cultural Change—Take Assessment |
| 11:00 | Break |
| 11:15 | 5. Resources for Strategic and Cultural Change 6. Yearly Map of Implementation 7. Enterprise-Wide Strategic and Cultural Change Change Game Plan Details (work your case) |
| 12:15 | Lunch |
| 1:00 | Organization Design and Cultural Change [C] 8. Typical Current State Assessment Tools (SWOT) 9. Assess Other Organization-Wide ModelsWhats Missing (Alternative) Organizations as SystemsBuild Yours |
| 2:30 | Break |
| 2:45 | 10. Assessing Your Organization (Business Excellence Architecture) |
| 3:55 | Stretch Break |
| 4:00 | Goal #2: Simplicity of ExecutionThe Cascade [D] 11. Seven Levels of Living Systems/Seven Rings of Reality Assessed 12. OptionalWaves of Change (Organization Level and Sub Systems Levels) |
| 4:50 | 13. Tools, Tips, Techniques on Change |
| 5:00 | 14. How did day go? Close |
| Homework | Take Rollercoaster of Change Survey Prep your case on day three (Immersion) Continue to fill in your Game Plan Template Reminder: 8:00 AM Start tomorrow/1:00 PM Closure/Lunch Available |
- Day 3 -
| Day 3 | Topic |
| 7:30 | Continental Breakfast |
| 8:00 | Day TwoCatch up, Review Simplicity of Execution (continued) 2. Change and Resistance 3. Rollercoaster of Change/Ways to go through change 4. Individual depth and length of change |
| 9:30 | Break |
| 9:45 | Organizational Level Culture Change 5. Six Stages of Organization Change 6. Traditional Piecemeal Organization Development/Change Interventions Goal #3: A System of Result 7. Sustaining MomentumYear to Year Annual Review and Update (Milestones and Checkups) |
| 11:45 | Break |
| 12:00 | Putting It All Together 8. Review and Integrate Course Review Wants Strategic Management System Executive Summary 9. Go around roomone to two learnings/application by each participant (two to three minutes each) Wrap Up and Closure 10. Course summary and evaluation |
| 1:00 | 11. Celebration, lunch available, and departure |
Alternative #2 - 2 Days
- Day 1 -
| Day 1 | Topic |
| 8:00 | Continental Breakfast |
| 8:30 |
Introduction to Workshop 1. Welcome, Purposes 2. Centre and Participant Introductions, Wants, Agenda 3. Logistics, Norms, To Do, Participant Notebook - Free Materials • Finger Foods/drinks tonight 4. Choose Own Cases to Use/Critical Issues List Shift Seats? 5. Three Goals and Three Premises |
| 9:45 | Break |
| 10:00 | Overview 6. Why It Fails - Your Case --Enterprise-Wide Strategic and Cultural Change Concept and Examples --Change Principles |
| 10:45 | Systems Thinking and Smart Start: 7. Systems Thinking: ABC Model/Smart Start Executive Briefing & Plan-to-Implement: EXERCISE on your Case |
| 12:00 | Lunch |
| 1:00 | III. Goal #1: Clarity of Purpose [E][A][B] 8. Four Missing Links -EXERCISE-Using the ABCs Template 9. Three “Shared” Documents Key: Shared Vision - Values and Shared Strategies/Enterprise-Wide Change Initiatives |
| 2:00 | Break |
| 2:15 | Iceberg Theory of Change: 10. Three Elements Present in all Human Interactions: (Content, Process, Structure) "Game Plan" Template Handed Out: EXERCISE |
| 2:45 | Infrastructures for Strategic and Cultural Change: 11. Menu of Key Structures for Change -- EXERCISE 12. Choose from Menu for Your Case 13. Players of Change Roles/Program Management Office -Your Case? |
| 3:50 | Quick Break |
| 4:00 | 14. Parallel Involvement Process |
| 4:45 | 15. Tools, Tips, Techniques on Change-Draw from Group |
| 5:00 | 16. How Did the Day Go? • Close: Continue? More of? Less of? |
| Homework | Take Rollercoaster of Change Survey Begin Filling in the Game Plan Template Start thinking about presenting your Case/Learnings Tomorrow |
- Day 2 -
| Day 2 | Topic |
| 8:00 | Continental Breakfast |
| 8:30 | 1. Day One-Catch Up, Review |
| 8:45 | 2. Finish Smart Start-Plan-to-Implement: --Resources for Enterprise-Wide Change - EXERCISE on Organizational Capacity --Yearly Map of Implementation --Enterprise-Wide Change Game Plan Details: EXERCISE: work your case |
| 9:45 | Break |
| 10:00 | Goal #2: Simplicity of Execution: Individual Level Change 3. Change and Resistance 4. Rollercoaster of Change/Ways to go through change 5. Individual depth and length of change |
| 11:00 | Break |
| 11:15 | EXERCISE: Four levels of the Rollercoaster of Change Organizational Level Change 6. Six Stages of Organization Change 7. Traditional Piecemeal Organization Development/Change Interventions |
| 12:00 | Lunch |
| 1:00 | Organization Design [C] 8. Typical Current State Assessment Tools (SWOT) 9. Assessing Your Organization (Business Excellence Architecture) |
| 2:00 | Break |
| 2:15 | Goal #2: Simplicity of Execution -The Cascade [D] 10. Seven Levels of Living Systems/Seven Rings of Reality Assessed 11. Waves of Change (Organization Level and Sub Systems Levels) 12. Cultural Change: --7 Pillars (Business Excellence Architecture-Rubik's Cube Effect --3 Key Areas of Leverage |
| 3:30 | Goal #3: A System of Result 2. Sustaining Momentum-Year to Year • Annual Review and Update (Milestones and Checkups) |
| 4:00 | Stretch Break Only |
| 4:10 | Putting It All Together 3. Review and Integrate Course • Review Wants • Strategic Management System and Yearly Cycle 4. Go around room-one to two learnings/application by each participant (two to three minutes each) Wrap Up and Closure 10. Course summary and evaluation |
| 5:00 | 11. Celebration and departure |
Workshop Participant Notebook
Leading Strategic and Cultural Change
Table of Contents
|
Section |
Topic | |
| I. | Overview of Strategic and Cultural Change | |
| II. | The Systems Thinking Approach® to Superior Results | |
| III. |
[E][A][B]
|
Develop Clarity of Purpose |
| IV. | The Iceberg Theory of Enterprise-Wide Change | |
| V. | Making a Smart Start™ | |
| VI. |
[C]
|
Assess Your Organization Design and Structure |
| VII. |
[D]
|
Provide Simplicity of Execution |
| VIII. | Sustain Superior ResultsYear after Year | |
| IX. | Putting It All TogetherHow and Where to Begin | |
| X. | Wrap Up and Closure | |
Workshop Participant Testimonials
Leading Strategic and Cultural Change
Executive Testimonials
- “Steve's personal advice and coaching has been invaluable to me and helped me grow as a CEO while also dramatically growing our company. We have adopted and now “own” Steve's Strategic Planning and Change process. It is the cornerstone of how we run Eagle Creek.” –President, Eagle Creek Travel Gear
- “Your program of strategic planning and change was ideal for the purposes of this course. It required that the students address a wide range of issues... as well as providing each of them with an expertise that will not only be useful in their careers but one which is in short supply in our industry.” “Your planning and change model was an essential ingredient in that success. The simplicity of the model coupled with the thoroughness required in the preparation of a viable plan resulted in student plans which were well thought out and highly comprehensive.” –President, Earl Construction Company
- “Steve has an excellent ability to get through the peripheral issues and get to the core issues.” “Steve has helped to bring our management together to understand the system to produce culture change.” –President, Kalmbach Feeds, Inc.
- “I was extremely pleased with the content and how it was presented. I definitely gained a tremendous amount of insight into how to efficiently and correctly implement changes we are facing in our Association. You have certainly given me a perspective and appreciation on how skilled ‘process’ people can positively impact a business, and I look forward to working with you in the future.” –Executive Director, Red Angus Association of America
- “Mr. Haines introduced the concept of critical success indicators that has more narrowly focused this organization's strategic change process. He has been an objective, outside voice that quickly earned the respect of the board, senior management, and medical staff leadership alike in working through difficult economic and interpersonal problem areas common to most health organizations.” –Former President and CEO, Palomar Pomerado Health System
- “Steve, I personally want to thank you for all your support and assistance and your dedication to the Giant Management Team. With your help, Giant is chartering a clearer path for the future.” –President and CEO, Giant Industries, Inc.
- “Steve Haines and his fellow authors’ practical handbook for leading Enterprise-Wide Change in an organization is a godsend to any executive and consultant. Their years of experience, research and observation are distilled into logical steps for the executive and consultant alike to follow. The examples they give throughout the text bring each step alive. The environment for all enterprises is continually changing, and Steve Haines’ book will aid leaders in keeping their enterprises ahead of change and growing profitably.” –President, IDA
- “Steve, the session went extremely well, as it always does when you have facilitated a Strategic Planning retreat for me as CEO in two different companies. We could not have gotten through some tough discussions and consensus as a team without your expert guidance. You first build everyone's trust in you and then guided us through some tough but exciting decisions. You advice on not focusing on last years work too much I think made a difference also. Bottom line: we had a very successful day thanks to your leadership!” –CEO, Jenny Craig
- “I trust that you traveled well. From us a big thank you and the Enterprise-wide Change work we did was indeed of immense value.” –CFO, Uganda Telecom
- “I have really learned a lot, but more than that I am happy with what we have learned together as a team.” –CEO, Uganda Telecom
- Very insightful and inspiring. Thanks.
- Examples were relevant to any organization.
- Strong learning process. Kept the main thing as the main thing.
- Comprehensive workshop. Good coverage, wish everyone on my team had the same point of reference.
- Asked what was required from participants to ensure topics were met.
- Practical, hands-on experience, timely topic.
- Good mix of activities, information, and group work. Very useful at this time in my career.
- The framework, concepts and tools make sense and have practical use.
- Provided different perspectives and linking them.
- Good information. An open and participative process.
- Practical application - concrete examples. Learned a lot and a lot was confirmed.
- Good material - well researched.
- Some very useful practical tools and approaches.
- The varieties of theories/frameworks presented allow the participant to feel they have options.
- The generating of tips list and tips to get process unstuck was helpful.
- Very good reference binder for future reference.
- I will be able to go back to the office and have a direction. Excellent session.
- Really enjoyed the course. Liked tips, tools and techniques, feedback repetition system.
- Excellent facilitator, kept flow of presentation interesting, flexible, used comments to great advantage.
- Did his usual first-class job. Provides a high-quality opportunity to learn.
- Excellent session. Knows his material well and presents it very well.
- Used material in a practical way. Lots of examples, exercises helpful.
- Well organized yet flexible enough to incorporate his and others experiences into course work.
- Good at Show/Tell/Do plus practical experience/relating to our situation.
- Very experienced, consistent in message.
- Keep things moving, dealt with potential “stalls”. Excellent communicator and listened.
- Knowledgeable, informative, involved all participants.
- Well informed.
- Clear, confident, knowledgeable and skilled.
- Good pacing, good skills with group.
- Content expert. Excellent facilitator. Good presentation style.
- Open. Listened well. Everyone treated as an equal and as having important input and opinions.
- Outstanding grasp of his material. Very well prepared.
- Very experienced. Doesn't try to know all the answers. Not judgmental.
- Instructor very comfortable with and knowledgeable about the government environment.
- Great job!
- It was indeed a pleasure of my lifetime to connect with you
- Enjoyed the learning experience.
- Content is excellent.
- Great job, I look forward to attending the strategic development workshop.
- Excellent as always.
- My learning and development has been further enhanced. A rich experience once again.
- Great group of people. Very knowledgeable!
Workshop Policy (registration and cancellation)








