comprehensive cultural assessments summary of scope & methodology a. levin © synergy consulting...

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Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin A. Levin © SYNERGY Consulting Services Corporation, 1999.

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Page 1: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

ComprehensiveCultural Assessments

Summary of

Scope & Methodology

A. LevinA. Levin© SYNERGY Consulting Services Corporation, 1999.

Page 2: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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The challenge:

“A strategically aligned culture is critical in sustaining the levels of employee motivation, productivity and quality necessary for success in today’s competitive business environment.”

SYNERGY, American Nuclear Society Annual Meeting, Albuquerque, 1996

Page 3: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Contents

Background on SYNERGY– Principals, Corporate Experience &

Qualifications– Prior Assessments

Scope & Methodology – General Scope, Methodology & Results– Typical Assessment– Application to Continuous Improvement

Summary & Conclusions

Page 4: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Summary of Major Points

Organizational culture:– Can be objectively defined, monitored and improved. – Has a predominate, positive influence on performance

and should be considered as a causal factor in solutions and a component of continuous improvement.

– Top performers have demonstrated that culture can be strategically managed, similar to other facets of the business.

– Is not self-sustaining and requires constant reinforcement through strong leadership.

Page 5: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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SYNERGYBACKGROUND & EXPERIENCE

Experience of Principals

Nature of SYNERGY’s work

Cultural Assessments– More than 60 assessments since 1992– 27 sites including 41 plants, 6 corporate

locations– Representative nuclear industry database

Page 6: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Provide a clear reflection of the organization’s culture.

Ensure confidentiality.

Provide “bottom line” conclusions and suggestions for improvement.

OBJECTIVESCULTURAL ASSESSMENTS

Page 7: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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SCOPECULTURAL ASSESSMENTS

Nuclear Safety Culture

General Culture & Work Environment

Leadership, Management & Supervision

Special Topics of Interest

Page 8: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Nuclear Safety Culture Model

Values & Priorities

Behaviors

Practices & Performance

Willingness to Identify & Pursue Potential Issues or Concerns

Employee Concerns Program

Page 9: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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General Culture & Work Environment Model

Values & Priorities

Behaviors

Practices & Performance

General Work Environment

Page 10: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Leadership, Management & Supervisory Skills & Performance Model

Leadership

Business Management

Personnel Management & Development

Page 11: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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METHODOLOGYCULTURAL ASSESSMENTS

Obtain Employee Perceptions & Suggestions

– Survey Questionnaire (multiple-choice and written comment format)

– Employee Interviews

Page 12: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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METHODOLOGYCULTURAL ASSESSMENTS

Analysis & Presentation of Results

– Company Composite– Location Composites– Major Functional-level Organizations – Department-level Organizations– Demographics: worker categories, positions,

years

Page 13: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentSCOPE

Typical Survey Questionnaire – 50-60 multiple choice questions with 150-200

subparts– 3-5 opportunities for write-in comments

Interviews– Pre-survey: “Background” management

interviews– Post-survey: Representative cross-section of

employees

Page 14: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentSURVEY ADMINISTRATION AND RESPONSE

Administered by Client– All employees and contractors typically

provided opportunity to participate. (Selection can be based upon statistical sample.)

– Line management involvement in communications and feedback.

– Forms sealed and mailed directly to an independent data processor.

Page 15: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentSURVEY ADMINISTRATION AND RESPONSE

Response Monitoring

– Determination if response is sufficient to support analyses for each location, organization, demographic categories, etc.

– Estimate of Statistical confidence

Page 16: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentRESULTS

Demographic & Organizational Response Statistics– Question-level– Write-in Comment Analysis– Interview Themes

Industry Comparison– Percentile / Quartile Ranking– Year-to-year Trends

Page 17: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentRESULTS

Cultural Trends – Cultural Performance Indicators– Cultural Dimension Trends– Relative Location Trends– Relative Organizational Trends– Demographic Trends

Page 18: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentRESULTS

Safety Conscious Work Environment Evaluation

Suggestions for Continuous Improvement

Conclusions

Page 19: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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Typical Cultural AssessmentAPPLICATION TO CONTINUOUS IMPROVEMENT

Priorities for Organizational Validation, Intervention or Remediation

– Organizational Outliers

– Suggestions for Action

Company and/or Location Opportunities

– Mission-critical Corrective Actions

– Suggestions for Continuous Improvement

Page 20: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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SummaryLESSONS-LEARNED

Culture can be objectively measured, improved & monitored.

There is a strong correlation between culture & performance.

Page 21: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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SummaryLESSONS-LEARNED

As participant-observers, employees have unique vantage points and provide accurate barometers of needs & solutions.

Strong leadership is critical to improving & sustaining the organizational culture.– Consistent communications, involvement &

actions.

Page 22: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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SummaryBENEFITS OF CULTURAL ASSESSMENTS

Continuously improve or intervene for change. Understand the cause-effect relationships of

performance barriers and identify key trends. Monitor progress, benchmark against industry

best-practices & predict outcomes (using new metrics).

Provide additional communications channel; message on values & goals, feedback, address concerns & recommendations.

Page 23: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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SummaryBENEFITS OF CULTURAL ASSESSMENTS

Promote teambuilding; through interactive dialog, problem-solving & coaching.

Conduct action planning & problem solving Understand employee attitudes & perceptions as

participant-observers; acceptance of strategies, motivation.

Provide knowledge-based support of decisions.

Page 24: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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ConclusionsCOMPREHENSIVE CULTURAL ASSESSMENTS

Sustained, superior results in assuring strong performance depend upon an organization’s deeply embedded values & behavioral norms and how these affect the ability to change and seek continuous improvement.

Page 25: Comprehensive Cultural Assessments Summary of Scope & Methodology A. Levin © SYNERGY Consulting Services Corporation, 1999

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ConclusionsCOMPREHENSIVE CULTURAL ASSESSMENTS

Properly structured cultural assessments have demonstrated the potential for developing solutions, but equally important, the process itself has contributed to enhancing & maintaining the desired culture.