Integration Plan Example
Integration Plan Example Ground Rules 1. Be selective in where and how you use the tools (the object is NOT to fill in as many boxes as you can). 2. Use each tool at least once a month.
3. Use at least one tool for every integration opportunity.
4 CULTURE MANAGEMENT TOOLS Focused Feedback
STEP 1
STEP 2
List "Best" Integration Opportunities See page 66 to determine your "best" opportunities, if necessary.
1. Weekly staff meeting 2. One-on-Ones
Focused Storytelling
Focused Accountability
STEP 3
Choose Activity Type(s)
In the boxes below, write D, R, or E (all that apply) to plan how the tools will be used. To indicate that the activity type will be rotated between successive meetings, check the box by the icon. D: Do It (use the tool in the meeting) R: Report It (team reports on how the tool is being used) E: Evaluate It (assess how well the team is using the tool)
R
D
DR
R
3. Project Management meeting 4. All-hands meeting 5. Daily Huddle
Focused Recognition
R
R
x
RE
Culture Coach Name a culture coach for each opportunity.
Alison Krolik Kent Taylor
D
D
D
D
D
R
Malik Johnson Navi Sriram
DRE x
Heather Jones
How can I help successfully implement this Integration Plan?
1. Maintain meeting schedule by prioritizing them above all other daily/weekly tasks. 2. Use tools towards beginning of meetings to assure implementation before the meeting ends. 3. Meet/talk with Culture Coach 5 min. prior to each meeting to review responsiblities.
PARTNERS IN LEADERSHIP
culture TRACK
TM
TRAINING
Customizing Your Integration Plan Customize the Culture Management Tools to your team's needs by developing a Team Integration Plan. Plan to work at least one or up to all four of the tools into every key meeting as appropriate and choose how each tool is used according to three activity types: Do It, Report It, Evaluate It.
ACTIVITY TYPES
There is more than one way to use a tool. Select the type that best suits each meeting.
Do It
Report It
Evaluate It
Team members pair up and take five to ten minutes and exchange one-on-one Focused Feedback.
Ask team members to report on recent feedback exchanges (how many they've had, what they found valuable, what they are doing to act on it, etc.)
Assess how frequently the team and the organization are using the tool and what effect it is having.
The team leader initiates the Focused Storytelling and asks for two or three others to share stories.
Team members briefly describe instances where they used the Focused Storytelling tool.
Have the team assess the quality of the stories and whether those stories signal C2 beliefs and actions.
Pass out the Focused Recognition cards and ask each team member to identify someone to be recognized for demonstrating C2. Each person fills out their card and then delivers it as soon as possible after the meeting.
Ask the team:
“How many of you have given out a Focused Recognition Card this week?"
Have the team evaluate how well the recognition is supporting R2, C2 and the Cultural Beliefs.
As a team, answer the Focused Accountability questions (see page 59) to create a Type 1 Experience for your organization.
Ask the team to report on the shifts they are working to make and the Type I Experiences they are creating.
As a team, evaluate how well you are creating Type 1 Experiences and brainstorm ideas for improvement.
CULTURE COACH
"Who have you given a Focused Recognition card to and what did you recognize them for?”
Coaches can be any member of the team, and can vary by meeting.
1. Agree with the leader on how and when the coaching will take place. (Coach them and the team at the end of the meeting.) 2. Evaluate how well the leader and the team applied the Team Integration Plan (exactness of language, tool usage, and grounding team engagement and involvement). Coach both the team and the leader. • Be constructive and positive
• Be candid
• Make suggestions
• Hold them accountable
PARTNERS IN LEADERSHIP
culture TRACK
TM
TRAINING
Identifying Best Integration Opportunities POTENTIAL Integration Opportunity
1 2 3 4
Is the meeting/activity already scheduled as part of the regular organizational regimen?
YES Does the meeting/activity occur on a regular basis and is it expected to continue to do so?
YES Is the meeting/activity perceived as useful and productive? (The more the meeting agenda focuses on the key R2 results, the better the opportunity.)
YES Is the meeting/activity one that all relevant participants consistently attend?
YES BEST Integration Opportunity
PARTNERS IN LEADERSHIP
culture TRACK
TM
TRAINING
Integration Plan Ground Rules 1. Be selective in where and how you use the tools (the object is NOT to fill in as many boxes as you can). 2. Use each tool at least once a month.
3. Use at least one tool for every integration opportunity.
4 CULTURE MANAGEMENT TOOLS Focused Feedback
STEP 1
STEP 2
List "Best" Integration Opportunities See page 66 to determine your "best" opportunities, if necessary.
Focused Storytelling
Focused Accountability
Choose Activity Type(s)
In the boxes below, write D, R, or E (all that apply) to plan how the tools will be used. To indicate that the activity type will be rotated between successive meetings, check the box by the icon. D: Do It (use the tool in the meeting) R: Report It (team reports on how the tool is being used) E: Evaluate It (assess how well the team is using the tool)
1.
2.
3.
4.
5.
How can I help successfully implement this Integration Plan?
PARTNERS IN LEADERSHIP
Focused Recognition
culture TRACK
TM
TRAINING
STEP 3 Culture Coach Name a culture coach for each opportunity.
3. Use at least one tool for every integration opportunity.
4 CULTURE MANAGEMENT TOOLS Focused Feedback
STEP 1
STEP 2
List "Best" Integration Opportunities See page 66 to determine your "best" opportunities, if necessary.
1. Weekly staff meeting 2. One-on-Ones
Focused Storytelling
Focused Accountability
STEP 3
Choose Activity Type(s)
In the boxes below, write D, R, or E (all that apply) to plan how the tools will be used. To indicate that the activity type will be rotated between successive meetings, check the box by the icon. D: Do It (use the tool in the meeting) R: Report It (team reports on how the tool is being used) E: Evaluate It (assess how well the team is using the tool)
R
D
DR
R
3. Project Management meeting 4. All-hands meeting 5. Daily Huddle
Focused Recognition
R
R
x
RE
Culture Coach Name a culture coach for each opportunity.
Alison Krolik Kent Taylor
D
D
D
D
D
R
Malik Johnson Navi Sriram
DRE x
Heather Jones
How can I help successfully implement this Integration Plan?
1. Maintain meeting schedule by prioritizing them above all other daily/weekly tasks. 2. Use tools towards beginning of meetings to assure implementation before the meeting ends. 3. Meet/talk with Culture Coach 5 min. prior to each meeting to review responsiblities.
PARTNERS IN LEADERSHIP
culture TRACK
TM
TRAINING
Customizing Your Integration Plan Customize the Culture Management Tools to your team's needs by developing a Team Integration Plan. Plan to work at least one or up to all four of the tools into every key meeting as appropriate and choose how each tool is used according to three activity types: Do It, Report It, Evaluate It.
ACTIVITY TYPES
There is more than one way to use a tool. Select the type that best suits each meeting.
Do It
Report It
Evaluate It
Team members pair up and take five to ten minutes and exchange one-on-one Focused Feedback.
Ask team members to report on recent feedback exchanges (how many they've had, what they found valuable, what they are doing to act on it, etc.)
Assess how frequently the team and the organization are using the tool and what effect it is having.
The team leader initiates the Focused Storytelling and asks for two or three others to share stories.
Team members briefly describe instances where they used the Focused Storytelling tool.
Have the team assess the quality of the stories and whether those stories signal C2 beliefs and actions.
Pass out the Focused Recognition cards and ask each team member to identify someone to be recognized for demonstrating C2. Each person fills out their card and then delivers it as soon as possible after the meeting.
Ask the team:
“How many of you have given out a Focused Recognition Card this week?"
Have the team evaluate how well the recognition is supporting R2, C2 and the Cultural Beliefs.
As a team, answer the Focused Accountability questions (see page 59) to create a Type 1 Experience for your organization.
Ask the team to report on the shifts they are working to make and the Type I Experiences they are creating.
As a team, evaluate how well you are creating Type 1 Experiences and brainstorm ideas for improvement.
CULTURE COACH
"Who have you given a Focused Recognition card to and what did you recognize them for?”
Coaches can be any member of the team, and can vary by meeting.
1. Agree with the leader on how and when the coaching will take place. (Coach them and the team at the end of the meeting.) 2. Evaluate how well the leader and the team applied the Team Integration Plan (exactness of language, tool usage, and grounding team engagement and involvement). Coach both the team and the leader. • Be constructive and positive
• Be candid
• Make suggestions
• Hold them accountable
PARTNERS IN LEADERSHIP
culture TRACK
TM
TRAINING
Identifying Best Integration Opportunities POTENTIAL Integration Opportunity
1 2 3 4
Is the meeting/activity already scheduled as part of the regular organizational regimen?
YES Does the meeting/activity occur on a regular basis and is it expected to continue to do so?
YES Is the meeting/activity perceived as useful and productive? (The more the meeting agenda focuses on the key R2 results, the better the opportunity.)
YES Is the meeting/activity one that all relevant participants consistently attend?
YES BEST Integration Opportunity
PARTNERS IN LEADERSHIP
culture TRACK
TM
TRAINING
Integration Plan Ground Rules 1. Be selective in where and how you use the tools (the object is NOT to fill in as many boxes as you can). 2. Use each tool at least once a month.
3. Use at least one tool for every integration opportunity.
4 CULTURE MANAGEMENT TOOLS Focused Feedback
STEP 1
STEP 2
List "Best" Integration Opportunities See page 66 to determine your "best" opportunities, if necessary.
Focused Storytelling
Focused Accountability
Choose Activity Type(s)
In the boxes below, write D, R, or E (all that apply) to plan how the tools will be used. To indicate that the activity type will be rotated between successive meetings, check the box by the icon. D: Do It (use the tool in the meeting) R: Report It (team reports on how the tool is being used) E: Evaluate It (assess how well the team is using the tool)
1.
2.
3.
4.
5.
How can I help successfully implement this Integration Plan?
PARTNERS IN LEADERSHIP
Focused Recognition
culture TRACK
TM
TRAINING
STEP 3 Culture Coach Name a culture coach for each opportunity.
