1. Characteristics of Transformed Organizations Robert L. Schalock, Ph.D. Invitational Conference on Challenges and Developments Facing Service Providers Organized by Philadelphia and Arduin March 27, 2015

2. Understand the challenges requiring organization change/transformation. These challenges involve: Dwindling resources combined with increased demands for services and supports Calls for organizations to be more effective and efficient Focus on personal and organizational outcomes Emphasis on consumer involvement and shared leadership Emphasis on using best practices that incorporate the social-ecological model of disability

3. Embrace best practices that enhance an individual’s well-being and an organization’s effectiveness and efficiency. These best practices encompass: The principles underlying the quality of life concept The individual support strategies composing a system of supports The quality improvement strategies related to four performance-based perspectives: the customer and the organization’s growth, financial analyses, and internal processes

4. Shift from an organization providing generic services to one providing and coordinating person-referenced supports. This shift includes: Implementing systems of supports Networking with families, generic agencies, and other not-for-profit organizations

5. Develop streamlined organizations that are built along horizontal lines of action This organization streamlining involves: Use of high performance teams (e.g. Support Team and Quality Improvement Team) composed of relevant stakeholders including clients and direct support staff. Employment of user-friendly Individual Support Plans and Quality Improvement Plans that are developed implemented by team members Horizontal and vertical alignment of programmatic input, throughput, and output components

6. Employ continuous quality improvement (CQI) as an internal and collaborative process that is based on best practices and whose primary purpose is to enhance personal outcomes and an organization’s effectiveness and efficiency. The continuous process loop consists of: Self-assessment Planning Doing Evaluating

7. Use creativity and critical thinking skills in developing Individual Support and Quality Improvement Plans. Creativity: (1) is based on divergent thinking and involves the generation of ideas that are original, novel, and useful; and (2) happens when ideas merge with future-oriented mental models. Critical thinking skills involve: (1) alignment, (2) synthesis, (3) systems thinking, and (4) transformational thinking.

8. Implement information systems and best practice strategies that are organized around four performance- based perspectives. These four perspectives are those of: The customer The organization’s growth The organization’s financial analyses The organization’s internal processes

9. Approach change systematically. This systematic approach involves: Contextual analysis that: (1) is based on the finding that the planning for contextual changes is equally important as planning for changes in practices; and (2) involves identifying contextual factors that hinder change, driving forces for change, ways to promote adoption, and ways to increase stakeholder involvement. A change model that includes a clear vision, simple communication, constructive engagement, short-term wins (e.g. pilot studies), and anchoring the change within the organization’s policies, practices, and culture.

10. Engage in shared leadership. Shared leadership involves: Mentoring and directing Coaching instructing Inspiring and empowering Collaborating and partnering

11. Address the factors that increase job satisfaction and motivation and those that prevent job dissatisfaction. Factors that increase job satisfaction and motivation include achievement, recognition for achievement, work itself, responsibility, involvement, empowerment, and advancement Factors that prevent job dissatisfaction include organization policies and administrative procedures, technical supervision, salary, working conditions, interpersonal relations, and reduced job stress and burnout

12. Incorporate the Concept of Social Enterpreneurship

13. Thank you for your attention!