Organization Development and Change Chapter Four: Entering and Contracting Thomas G. Cummings Christopher G. Worley

Learning Objectives for Chapter Four To describe the steps associated with starting a planned change process To reinforce the definition of an OD practitioner as anyone who is helping a system to make planned change Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning The Entering Process Clarifying the Organizational Issue Presenting Problem Symptoms Is the problem stated the real problem or a symptom? Determining the Relevant Client Working power and authority Who are the key internal players? Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Elements of an Effective Proposal Content Description Goals of Proposed Effort Descriptive, clear, and concise goals to be achieved Recommended Action Plan Description of 1) diagnosis, 2) data analysis process, 3) feedback process, and 4) action-planning process Specification of Responsibilities What will various leaders, including the OD practitioner, be held accountable for? Strategy for Achieving the Desired State Provide change strategies, including education/training, political influence, structural interventions, and confrontation of resistance. Fees, terms, and conditions Outline fees and expenses associated with the project Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Don’t forget to be S.M.A.R.T. You should integrate the S.M.A.R.T. principles into your proposal and contract! Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Elements of an Effective Contract Mutual expectations are clear Outcomes and deliverables Publishing cases and results Involvement of stakeholders Time and Resources Access to client, managers, members Access to information Ground Rules Confidentiality Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Interpersonal Issues of Entry Client Issues Exposed and Vulnerable Inadequate Fear of losing control Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning What Goes in a Contract? Responsibility of agent and client Non-compliance conditions Payment schedule Insurance (licensed and bonded) Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning What Goes in a Contract? Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning Alegent Health pgs 80,82-84 What is the presented problem or topic/solution? Is the presented problem or topic/solution correct or a symptom? Who are the key players? Briefly address each of the 5 elements of an effective proposal? What are the mutual expectations? What are some of the client issues? Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning

Application 4, Keller Technology pgs 80,82-84 What is the presented problem or topic/solution? Is the presented problem or topic/solution correct or a symptom? Who are the key players? Briefly address each of the 5 elements of an effective proposal? What are the mutual expectations? What are some of the client issues? Cummings & Worley, 9e (c) 2008 South-Western/Cengage Learning