Sustainable organization transformation through
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Sustainable organization transformation through Inclusivity 09/08/08 Academy of Management California Most Promising Dissertation Presentation. Rica Viljoen. Specific contribution of this study (1). Describe and Define the process of Inclusivity;. Present Inclusivity Framework;.

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Rica viljoen

Sustainable organization transformation through

Inclusivity

09/08/08

Academy of Management

California

Most Promising Dissertation Presentation

Rica Viljoen


Rica viljoen

Specific contribution of this study (1)

  • Describe and Define the process of Inclusivity;

  • Present Inclusivity Framework;

  • Propose Inclusivity Transformational Strategy;

  • Expand diversity factors to include Diversity of Thought;

  • Reposition Inclusivity as radical transformational approach;

  • Present synthesis to unravel the essence of Inclusivity.


Rica viljoen

Specific contribution of this study (2)

  • Describe theory as it emerged on factors that lead to Inclusivity;

  • Demystify “the BEING”-part of leadership through describing how to optimize the Energy in the System;

  • Present an interplay of organizational Development methods as ways to create Inclusivity;

  • Linking the climate that leadership creates to engagement of the workforce;

  • Proposing a systemic approach towards transformation – through equal importance of “the Doing” and “the Being”; and

  • Crossing the boundaries between different fields of study by integrating literature from various theoretical disciplines.


Rica viljoen

Delimitations (Wolcott, 2002)

  • The term of delimitations to describe what a thesis is not about:

  • This thesis is about process and not about content;

  • It is about synthesis and not analysis;

  • It is about qualitative research and not quantitative research;

  • The study is not about human resource processes but about organizational Development and Change processes;

  • It is not about strategic planning methods but about an interplay of organizational Development and Change methodologies; and

  • It is not about a mechanistic approach towards change but about an integrated systemic approach towards transformation.


Research design research onion

Research design – research onion

Adapted from Saunders, Lewis and Thorndale (2003: 85)

Research Philosophy

Phenomenology

Deductive

Experiment

Research Approach

Survey

Grounded

Longitudinal

Theory

Systems Thinking

Literature analysis

Survey

Case

Interviews

Questionnaires

Study

Research Methodology

Reflective diary

Focus Groups

Observation

Ethnography

Abductive

Cross-sectional

Action

Inductive

Time-horizons

Research

Explanatory

Research

Data Collection methods

Positivism


Rica viljoen

Research – Data collection

1.1 Existing Theory

Existing Theory - Literature study

  • In-depth literature study on

    • Diversity

    • Culture

    • Climate – especially climate of inclusivity

    • organizational Development Methods

  • Explore diversity factors –

    • World view

    • Race, culture, gender

    • Thought

    • Personality

  • Literature study on

    • Leadership

    • Relationship between climate and leadership

    • Leadership skill needed for new world of work

      Outcome of literature study: Inclusivity Framework


Rica viljoen

Sustainability through Inclusivity - energy on all dimensions

Personality, Intelligences, world view, complexity handling ability, Diversity factors,

Change Resilience

Individual

OD Interventions

EQ Journey

Group

Dialoguing

Group dynamics, group formation, Self organising

Appreciative Inquiry

Storytelling

Climate, culture, adaptability

World Cafe

organization

The What

Engagement /

Commitment

Doing

Context:

South Africa

Africa

Global

The

Individual

Leadership

How individuals change

Apathy

Inclusivity

The

Team

The

organization

Being

Disconnect

How groups change

How organizations change

The way: How we change

Why we change

Essence of Change

We change differently

New world of work

New Sciences

Diversity

Nature of the world


Rica viljoen

Operational definition of Inclusivity

“…a radical organizational transformational methodology which aligns the doing and the being side of the organization around commonly defined principles and values, co-created by all.

It is a systemic approach that focuses on underlying beliefs and assumptions and challenges patterns in the individual group and organizational psyche, to spend energy and engage in a sustainable, inclusive manner with the purpose to achieve shared consciousness.”


Outline of research design

Focus of presentation

Outline of research design

Introduction

Research Design

Data

Gathering

1.1 Existing Theory

1.2 Case Study

1.3 In depth interviews

1.4 Focus groups

Data analysis through Qualitative Methodologies

2.1 Grounded Theory

2.2 Post intervention investigation

2.4 Content Analysis

2.3 Phenomenology

Feedback today

Inclusivity Framework

Testing Phase

Research Questions

Adapted Inclusivity Framework

Limitations of study

Identification of Future research

Conclusions and recommendations


Rica viljoen

Purpose of Research

A qualitative study was undertaken with the purpose to:

  • Determine the sustainability of the Inclusivity Transformational

    strategy;

    - Elaborate on and/or modify the Inclusivity Framework that

    materialised through the literature study; and ultimately

    - Contribute to organizational CHANGE AND DEVELOPMENT theory by building theory on the topic of Inclusivity.


Rica viljoen

Context

Case Study

During 2002-2005 a successful transformational strategy was implemented in the case organization.

The process of Inclusivity as defined by the operational definition and described by the Inclusivity Transformational strategy was implemented.

It is now almost six years after the initial transformational strategy were implemented and five years after the majority (80%) of interventions took place. The last intervention that formed part of the initial design took place three years ago.


Rica viljoen

Optimal people

job fit

Inclusivity Transformational Process

The DOINGStep 1:

Analysis

OD

interventions

The DOINGStep 2:

Planning

Core

values

Structure

Core

capabilities

The BEING

Step 1:

Ensure talent

Core

purpose

Scenario

planning

Mission

External and

Internal

Value Prop

Strategic architecture

The articulated and clearly understood

concept of the desired future state

PESTLE

Vision

Leadership

Framework

PORTER

Sustainable

Transformation

SWOT

Profit

modeling

Strategy operationalised

Insight

Engagement

Leadership

formulates strategy

Balanced Score Card and

Values

Understanding

differences

Strategic Goals

Alignment,

Shared

understanding

Strategic

Initiatives

Strategy translation into

Operational terms

Change

resilience

Leadership alignment

Shared views of

the present

and the future

Leadership

Drives and implement

strategy

Operational

goals

Targets

Group and

Individual BSC

Renewed

capacity to

perform

The BEINGStep 3:

Translation

Values

Measures

KPA’s

The DOINGand BEING

Final Step:

Cementing

Behaviours

IDP

The DOINGStep 3:

Translation

The BEING

Step 2:

Inclusion


Rica viljoen

Research Questions

Main research problem:

Sustainable organizational transformation can be achieved

through a process of Inclusivity

Sub Problems:

  • What strategies of inclusivity should be employed to ensure sustainable transformation?

  • What are the non-negotiable pre-requisites for Inclusivity?

  • What are the benefits of Inclusivity?

  • What meta-insights can be derived on “Inclusivity”?


Rica viljoen

Research steps summarised


Rica viljoen

Adapted Van Kaam’s (2006) Phenomenological Process

Phenomenology

1


Rica viljoen

Writing first draft

Further

Theoretical

Sampling

If needed

Integrating

Memos/ diagramming

Concepts

Sorting memos

Adopting certain categories as theoretical concepts

Theoretical memo-writing and further refining of concepts

Theoretical sampling

Seek specific

New data

Advanced memos

Refining conceptual

Categories

Sensitising concepts and general disciplinary perspectives

Data collection – Focused coding

Initiating memos

Raising codes to

Tentatative

Categories

Research problem and

Research questions

Reexamination of earlier data

Initial coding and Data collection

Adapted Grounded Theory process. Charmaz (2006)

Grounded Theory

3


Rica viljoen

Inputs required?

Any advice, feedback or inputs?

  • “We shall not cease from exploration

    • And the end of all our exploring

    • Will be to arrive where we started

    • And know the place for the first time””

  • TS Eliot (1943)]

  • [email protected]


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