change management in research administration: jennifer wisdom, george washington university barbara...

24
Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing Systems, People, and Culture Change

Upload: jeremy-gibson

Post on 19-Jan-2016

213 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Change Management in Research Administration:

Jennifer Wisdom, George Washington University

Barbara Inderwiesche, University of California – Irvine

Implementing Systems, People, and Culture Change

Page 2: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Learning Objectives• Prepare for and structure institution-wide change activities

• Identify needs of target groups

• Understand common communication tactics used to manage resistance

• Foster collaboration between all stakeholders

• Successfully implement an institutional change

• Manage change on an institutional level

• Identify how to sustain changes

Page 3: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

What is change management?• Positioning• Acknowledging• Identifying• MitigatingChange management is NOT:• Training• Telling “good” stories• Project management

Page 4: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Important factors in organizational change

Policy

Organization

Group/Team/Individual

Nature of Innovation

Page 5: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

• Change in research administration may occur “top down” resulting from policy (e.g., FCOI)

• Change may occur “bottom up”, resulting in policy (e.g., implementation of Kuali Coeus)

• Policy can set parameters for the change to be conducted

Policy

Page 6: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Organization• Organizational culture and climate

• Organizational champion

• Capacity to change

• Financial incentives to change

Page 7: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Group/Team/Individual• Individuals’ attitudes toward intervention

and toward change

• Cultures, norms, mindsets

• Barriers to change

Page 8: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Nature of Innovation• Similarity to current practice• Relative advantage• Complexity• Observability• Fit with users’ norms and values• Trialability• Feasibility

Page 9: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Common Steps for Institutional Change in Academic Research Administration

1. Preparation2. Identify need for change3. Structure change activities4. Foster collaboration between all stakeholders5. Implementation6. Manage change on an institutional level7. Sustain changes

Page 10: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

1. Prepare for institution-wide change activities• Cultivate readiness, not resistance• Assess organizational readiness

– Other campus-wide change activities?– Is campus able to absorb more changes?– What is the current climate?

• Identify leaders and challengers• Identify target stakeholders

Page 11: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

2. Identify needs of target groups• Create a shared need• Write business case• What are costs of not changing?• (Conduct interviews, surveys)• Use discussions of needs to continue to build

enthusiasm about project and identify potential challenges

Page 12: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

3. Structure institution-wide change activities

• Identify Project Manager• Create leadership teams, project teams• Shape the “vision”

– Focus on solutions, not problems– Key phrases– More of/Less of– Elevator Speech

Page 13: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

A few tips for overcoming resistance to change …

• Mobilize commitment• Identify influence agents (regardless of title or rank) …

and those who are the opposite• Understand first to then manage resistance• Develop influence strategy

– Key constituents– Technical-Political-Cultural analysis

• Communications

Page 14: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

• Understand their position (listen first)• Explain your position• Seek common ground• Try another tactic!

Reasonable people find it hard to resist a person who honestly wants to hear and respect their

legitimate professional opinion.

• Demonstrate this respect, and enlist a supporter!

Resolving Differences and Conflict

Page 15: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

4. Foster collaboration among all stakeholders

• Who are the stakeholders?– Who serves most to gain– Who can help/who can slow or hinder progress– Who will be affected in any way

• Identify shared goals/benefits of project• Learn how they would like to be involved• Communicate/over communicate

Page 16: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

5. Implementation• Start date• Reinforcement• Pilot• Training (multi-method, materials available)

Page 17: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

6. Manage change on an institutional level

• Manage up• Monitor and communicate progress (over

communicate)• Honesty and appreciation• Adjust timelines as needed• Seek input formally and informally on how

change is progressing

Page 18: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

7. Sustain changes• Integration into current policies and

procedures, including SOPs, instructions, sessions, etc. “new look and feel”

• Enhancements based on user feedback

• Refined training and training materials

Page 19: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Example 1: Kuali Coeus Implementation

Page 20: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

1. Preparation2. Identify need for change3. Structure change activities4. Foster collaboration between all stakeholders5. Implementation6. Manage change on an institutional level7. Sustain changes

Common Steps for Institutional Change in Academic Research Administration

Page 21: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Example 2: Decentralization of Research Administrative Staff

Page 22: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Common Steps for Institutional Change in Academic Research Administration

1. Preparation2. Identify need for change3. Structure change activities4. Foster collaboration between all stakeholders5. Implementation6. Manage change on an institutional level7. Sustain changes

Page 23: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Examples? Questions? Comments?

Page 24: Change Management in Research Administration: Jennifer Wisdom, George Washington University Barbara Inderwiesche, University of California – Irvine Implementing

Change Management in Research Administration: Implementing Systems, People, and Culture Change

Jennifer Wisdom, Associate Vice President for ResearchGeorge Washington University

(202) 994-2995 [email protected]

Barbara Inderwiesche, Kuali Coeus AdministratorUniversity of California – Irvine

(949) [email protected]