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    STREAM ANALYSISDiagnosing

    Organizational Change

    Peg Lucky & Tom Kriesel

    PRCT !"#"

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    Changes to INPO Assistance $%PO has receie' (ee')ack that assistance

    o(ten (eels like an ealuation %e* o)+ecties an' )ehaiors o( assistance,

    - .e a /art o( the station team- .e more (acilitatie0consultatie- Proi'e solutions1 not +ust i'enti(y ga/s

    $n(ormation gaine' 'uring an assistance actiity

    cannot )e use' 'uring a su)se2uent ealuationactiity3 $t can )e reie*e' )y the ealuator as/art o( their /re/aration3 4This is not a change5

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    What is Stream Analysis? A (acilitate' metho' to un'erstan'

    organizational issues an' hel/ /rioritizean' 'eelo/ integrate' res/onses to those

    issues 46erry Porras1 Stan(or' 7niersity5 A systematic an' systemic a//roach (or

    i'enti(ying an' se/arating core /ro)lems(rom sym/toms

     An a//roach to i'enti(y organizational'riers (or %RC cross8cutting issues in 7an' CAP

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    INPO Performance Model

    1.ORGANIZATIONAL

    FACTORS

    2.JOB-SIT

    CON!ITIONS

    ".IN!I#I!$AL

    B%A#IOR

    &.PLANT

    RS$LTS

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    Overview of Stream Analysis

    Process Day #,

    - Descri)e the /ur/ose an' /rocess o( streamanalysis

    - Stream the most recent ealuation A9$s- Determine the :causal; relationshi/s )et*een the A9$s

    Day !,-  Analyze in'ii'ually-  As a grou/1 'iscuss hi''en 'riers an' correctie

    actions

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    Process Overview –

    How’s It Done? Pre8*ork

    - $'enti(y /ro)lem statements to )e use'-  A9$s< PDs< Cause Statements< Outage $ssues<- #=8#> issues ty/ically take a (ull 'ay

    - Determine /artici/ants- Ty/ically to/ !"8!= o( lea'ershi/ team

    - Loa' so(t*are- $%PO license agreement

    - Make meeting arrangements- Create an' sen' .ase Document an' instructions

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    Process Overview –

    How’s It Done? Train the /artici/ants ? 'elier /resentation Stream the /ro)lem statements

    - Pro)lem statement o*ner /roi'es a )rie( summary o(the issue an' their stream recommen'ation

    - @rou/ 'iscussion on stream recommen'ation- 4#=8!" min each5

    - Take ote on stream ? Outcome 'esire' is consensus ? $( consensus is not reache'1 ask 'ecision maker (or

    stream /lacement Re/eat the ste/s a)oe until all /ro)lem

    statements are streame'- O(ten s/lit1 consensus s3 'isagreement

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    !les for eaching Consens!s e *ill 'iscuss issues then take a :ote; to see

    ho* /artici/ants are leaning Eeryone must ote

     A''itional 'iscussion an' otes i( necessary $( consensus is not reache'1 :Can you su//ort

    this stream *ith no signi(icant reseration

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    A""itional #ho!ghtsThe 'iscussion is *hat is most im/ortant1

    )ut there is limite' time so make goo'

    use o( it $( anyone (eels strongly a)out a certain

    stream (or an A9$ recommen' they take

    note o( thatStream (rom le(t to right

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    AFI S'ream(

    R)*+' P)c',re

    - Mission

    - OrganizationalStructure

    - Clear Direction

    Oner(+)

    - Cultural 9actors

    - O/enCommunication

    - Team*ork

    - Coaching

    - Balues

    Jo/

    Performance

    - Kno*le'ge &Skills

    - Ca/acity an'

    Rea'iness

    Proce((e(

    - orkManagement

    - A'ministratieControls

    - azar' Control

    - Engineering

    - umanResources

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    Definition$ Clear Pict!re Key uestion,

    - Di' the station or in'ii'ual hae a clear /icture o(AT shoul' )e 'one< 4sur/rise'1 unclear5

    May )e 'e(icient in areas such as,- Bision or Mission- Planning- Priorities

    - Role clarity- Communication- Stan'ar's an' e/ectations

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    Definition$ ProcessesKey uestion,

    - Di' the station or in'ii'ual un'erstan' O

    *ork shoul' )e 'one<May )e 'e(icient in areas such as,

    - ork (lo* 'esign

    - Documentation- Proce'ure 'eelo/ment- Design )ases an' margins

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    Definition$ %o& PerformanceKey uestion,

    - Di' the station or in'ii'ual hae theK%OLED@E1 SK$LLS1 or A.$L$T to 'o*hat shoul' )e 'one<

    May )e 'e(icient in areas such as,

    - 9un'amentals kno*le'ge

    - Technical 2uali(ications- Training- Skill o( the cra(t

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    Definition$ Ownershi' Key uestions,

    - as the station or in'ii'ual MOT$BATED to/er(orm the *ork correctly< Do *e +ust acce/t

    this<May )e 'e(icient in areas such as,

    - Engagement-  Accounta)ility

    - Rein(orcing stan'ar's- Coaching an' mentoring- Team*ork

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    S'ream(

    R)*+' P)c',re

    - Mission

    - OrganizationalStructure

    - Clear Direction

    Oner(+)

    - Cultural 9actors

    - O/enCommunication

    - Team*ork

    - Coaching

    - Balues

    Jo/

    Performance

    - Kno*le'ge &Skills

    - Ca/acity an'

    Rea'iness

    Proce((e(

    - orkManagement

    - A'ministratieControls

    - azar' Control

    - Engineering

    - umanResources

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    Oner(+)

    !)a*no()( C+ar'

    AFI #4AFI #4

    AFI #5AFI #5

    AFI #6AFI #6

    AFI #7AFI #7

    AFI #3AFI #3

    AFI #2AFI #2

    AFI #1AFI #1

    AFI #8AFI #8

    R)*+' P)c',re Proce((e(

    AFI #1AFI #1

    Jo/Performance

    AFI #1AFI #1 AFI #1AFI #1AFI #1AFI #1

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    Oner(+)

    AFI #5AFI #5

    !)a*no()( C+ar'

    AFI #4AFI #4

    AFI #5AFI #5

    AFI #6AFI #6

    AFI #7AFI #7

    AFI #3AFI #3

    AFI #2AFI #2

    AFI #1AFI #1

    AFI #8AFI #8AFI #6AFI #6

    AFI #7AFI #7

    AFI #3AFI #3

    AFI #8AFI #8

    AFI #2AFI #2

    AFI #4AFI #4

    R)*+' P)c',re Proce((e(

    AFI #1AFI #1

    Jo/Performance

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    ROOT CAUSE STREAMS

    JOBS /PEOPLE

    •Selecti!

    •S"ccei!

    •T$%i!i!&•'!(le)&e *S+ill

    •Mti,e

    • I!)i,i)"%l%ttit")e

    RI-.TPROCESS

    •P$ce)"$e /$+ P%c+%&e

    •$+

    M%!%&e0e!t

    •% e B"i!e

    •E!&i!ee$i!&P$cee

    •$+ Fl(ei&!

    PICTURE

    • Eect%ti!

    • Be%,i$

    • Pe$$0%!ce

    • ii! -%lSt$%te& *Pl%!

    • P%i!

    O9ERS.IP /

    I9OLEME9T

    • C00"!ic%ti!

    • O,e$i&t / Fiel)Ti0e

    • C%ci!&ei$e)Be%,i$

    • %l"e P$e,e!ti!

    • Re(%$) Ste0

    • E!&%&e0e!t

    • Te%0($+ 

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    Organizational Components ofStream Model

    Picture

    - This is the (ormal si'e o( theorganization ? F*hat makes it tickG

    - 7n'erstan'ing *hat is ecellence- $t;s the message on ho*

    in'ii'uals an' the organization is

    to )ehae or /er(orm

    -  $t is the /assion to succee'

    PICTURE

    -E/ectations-.ehaior -Per(ormance

    -Bision1 @oals1Strategy & Plan

    -Passion

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    Organizational Components ofStream Model

    Right Process

    - 9ormal rules that 'e(ine F*ays o('oing thingsG

    - Designe' /rocess or /rogramsto get things 'one

    - Fhat is acce/ta)leG to theorganization

    RI-.T PROCESS

    -Proce'ures 0 orkPackages

    -ork Management-ay e Do .usiness-Engineering

    Processes-ork 9lo* Design

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    Organizational Components ofStream Model

    O*nershi/ 0 $nolement

    - .y anyone in the organization

    - Coaching1 mentoring1rein(orcing at *ork locations- hat is re*ar'e' to Fget it

    'oneHG

    - F.uy inG o( the organization

    O9ERS.IP /I9OLEME9T

    -Communication-Oersight 0 9iel'

    Time-Coaching Desire'

    .ehaiors-Balue Preention-Re*ar's System-Engagement-Team*ork

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    ROOT CAUSE STREAMS

    JOBS /PEOPLE

    •Selecti!

    •S"ccei!

    •T$%i!i!&•'!(le)&e *S+ill

    •Mti,e

    • I!)i,i)"%l%ttit")e

    RI-.TPROCESS

    •P$ce)"$e /$+ P%c+%&e

    •$+

    M%!%&e0e!t

    •% e B"i!e

    •E!&i!ee$i!&P$cee

    •$+ Fl(ei&!

    PICTURE

    • Eect%ti!

    • Be%,i$

    • Pe$$0%!ce

    • ii! -%lSt$%te& *Pl%!

    • P%i!

    O9ERS.IP /

    I9OLEME9T

    • C00"!ic%ti!

    • O,e$i&t / Fiel)Ti0e

    • C%ci!&ei$e)Be%,i$

    • %l"e P$e,e!ti!

    • Re(%$) Ste0

    • E!&%&e0e!t

    • Te%0($+ 

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    Process Overview –

    How’s It Done?

    Create Linkages Looking (or a cause an' e((ect relationshi/

    *ith a 'egree o( signi(icance- Reie* each com)ination o( t*o /ro)lemstatements

    - Pro)lem # 'ries Pro)lem !- Pro)lem ! 'ries Pro)lem #

    - %o relationshi/ Time

    - Ty/ically I=8>" minutes (or all linkages

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    (ro!n" !les

    This shoul' go 2uickly

    Listen (or initial res/onse

    Moe on a(ter one concurrenceou can go )ack1 )utJ 'oes it make

    sense<

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    )aciliator’s role

    Challenge grou/ think

    Encourage 'i((erent ie*s

    $nole the FsilentG team mem)ers9acilitate the 'iscussion not /artici/ate

    as stakehol'er 

    O/erate the so(t*are@roun' Rules

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    Process Overview –

    Day *

    ome*ork ? Analyze the Results

    - hat key issues are 'riing the others- Ty/ically 8I key 'riers

    - The oerall /attern o( results an' relationshi/s- Those *ith only arro*s out- Those *ith arro*s in an' out

    - Those *ith only arro*s in- Those *ith no arro*s- The streams

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    Process Overview – 

    Day *

    Discuss similarities1 common causes1

    o)serations1 an' im/lications i'enti(ie'

    in home*orkDetermine net ste/s

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    Day * +anagement #eam– 

    How’s It Done?

    Cam/ 9ire

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    S'ream Anal0()(

    7EST$O%S