Terri LewisDarlene Groomes

Lou AdamsTom Jones

Managing the Transition from WIA: Framing the

“O” in WIOA

8th Summit ConferenceSan Diego, California

September 10,11 2015

Today’s Objectives

1. Identify the characteristics of complex adaptive systems and their impact on VR agency design

2. Reframe and integrate VR system orientation into a workforce context

3. Analyze the organizational stance according to the characteristics associated with learning organizations

4. Identify management tools that lead to active management of processes that transition WIA WIOA

5. Synthesize strategies for single and double loop organizational management design

“O”rganizations Learn to View Risks as “O”pportunities

Organizational learning is a process of detecting and correcting error

Error is, for our purposes, any feature of knowledge or knowing that inhibits learning

Single loop learning is the decision process that relies on management to carry out its present policies or achieve its objectives through questions that ask “did I make the right decision”? Decisions are informed by activities. Task completion is the outcome.

“O”rganizations Learn to View Risks as “O”pportunities

Double loop learning is the decision process that questions the underlying assumptions (policies and objectives) that frame corrective actions that result from the performance of selected tasks. “Did I make the right decision”?

Stance is the resultant readiness posture that results from ‘baking in’ both single and double loop learning into the organization’s assumptions, policies, procedures, work practices.

Stance: How Preparation Meets Opportunity

The challenge of change-moving to a unified state plan (USP)

Lack of clear consensus and direction from federal partners to the states

Differences and variations in assumptions, understandings, organizational design, values, culture, and capacity

Differences in learning and cultivation/accrual of intellectual capacity

Influence of geography, population, availability of working capital among partners in the community

Measurement of the right stuff

The Six Characteristics of Complex Adaptive Systems

1. Diverse & dynamic agents

2. Nested systems

3. Energy/information flows through the system

4. Distributed control

5. Emergent property

6. Unpredictability

Diverse & Dynamic Agents

Nested Systems

Emergent Properties to be Integrated Contextually, Transformed for

Learning

Information Flows Through the System: Learning is Evaluated, Transforms, & Archived

Distributed Control is Deployed Across the Nested System

Unpredictability Addressed Through Change Management Practices

The VR Learning Organization

How the organization approaches performance improvement Includes both continuous improvement of existing approaches and significant change

or innovation, leading to new goals and approaches.

Learning in the VR organization Regular part of daily work; Practiced at personal, work unit, and organizational levels; Results in solving problems at their source (“root cause”); Focused on building and sharing knowledge throughout the VR organization; and Driven by opportunities to innovate

Sources for learning include: Employees’ and volunteers’ ideas; Customers’ input; and Knowledge/best-practice sharing Data generated from work products

The VR Learning Organization

Organizational learning can result in: Enhancing value to customers through new and improved

services;

Developing new business opportunities and marketplaces;

Developing new and improved processes or business models;

Reducing variation, errors, waste, and related costs; and

Distributing control of system to owners of the work

Increasing productivity and effectiveness in the use of all resources

WIAWIA WIOAWIOA

Vision basedFocused on collaborationMarketplace creationCustomer satisfactionTeam focusEmpower initiative &

innovationKnowledge drivenInformation empowers

deployed decisionsBalancing mechanisms

Analyze Organizational Stance in Accordance With Learning Organizations

• Target focused• Focused on competition• Market reactive• Stakeholder return• Individual focus• Regulate behavior• Power associated with

position• Use information to

control• Control thru rules and

procedures

Evaluate VR’s Data Decisions Contextually Using Distributed Control & DOUBLE LOOP Design

Unified State Plan

Underlying testable assumptions, contingent relationships, evidence based practice

Lifecycle management, systematic & repeatable

Focus on collaboration across workforce agencies

Consolidates emergent properties

Change Management

Continuous analysis of assumptionsEvaluation of evidence and resultsDeployed power to make decisions Empower initiative and innovationTeam focus with flattened heirarchy for

decisionsCaptured, iterative record of organizational

learning

Tag & Talk

For discussion- How are we currently managing the

transition from WIA to WIOA?

What would we like to do differently?

What concepts do here do you find useful? Complex Adaptive Systems Nested Systems Learning Organization Characteristics Double Loop Learning Management Tools

What’s On Your Mind?

Terri Lewis Darlene Groomes Summit Group Website931-267-3532 248-370-4237 www.vocational-rehab.comtal7291@yahoo.com groomes@oakland.edu

FOR MORE INFORMATION

Complex Adaptive Systems Characteristics in a VR Context

Double Loop Learning—Applied

The November Journal of Rehabilitation Administration will be dedicated to publications that can help your team to conceptualize working in partnership and striving to improve how and why these

partnerships work:

Evaluating Strategic Alliances

Tools for Managing VR Stance through Double Loop Learning

These will be available on the Summit Group website: http://vocational-rehab.com/

Reframed for WIOA; what to look for in your own systems:

Double Loop learning model Unified State Plan data elements Dashboard metrics based on Scorecard

application Lifecycle Management Tools Change Management Tools