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Being an effective change manager – tips, tools & tactics
Diploma in the Management of Modern Public Service Delivery
IPA
22 January 2009
Owen JacobDept of the Taoiseach
My backgroundMy background Owen Jacob TCD & IPA Revenue Commissioners
ICT, strategy, planning, HR International consultancy Customer service policy Modernisation & change
management projects Dept of the Taoiseach
Organisational Review Programme
Case study 1Case study 1Restructuring Restructuring the the RevenueRevenue
Revenue’s structureRevenue’s structure
Inherited British Inland Revenue, Customs &Excise structure
Evolved piecemeal over 75 years No over-riding design model Ad-hoc structure Mixture of tax type & function Increasingly difficult to manage
The world ‘outside’ is changing fast…
An organisation that doesn’t change at the same speed as its environment dies
What the boss wants…
“When I have a problem I want to see the whites of one pair of eyes, not twenty pairs of heels”
Structure v. Strategy mismatch
Structure Focus on the tax Focus on the function
Strategy Deliver excellent customer
service Tackle the non-compliant = Focus on the customer
Cracks in the structure… Did not support overall view of customer. Did not foster sharing of
Information – Knowledge – Experience Resources divided by tax/function – not
matched to risk Unclear lines of responsibility and
accountability. Not in line with international best practice.
Review team Small, highly motivated,
independent, well resourced team Empowered by the Board Thought outside the box Traveled the world looking for best
practice Made radical recommendations
Discussing the undiscussable
Undermining complacency Retaining trust Using credible examples Ownership within the organisation
– by Revenue, for Revenue Progress in small steps
The organisational iceberg - 1
Overt organisation
Structure, technology, objectives, operating systems etc
Publicly visible, rational
The organisational iceberg - 2
Overt organisation
Structure, technology, objectives, operating systems etcCovert organisation
Power, influence, ambitions, loyalties, empires, fears, inflexibility etc
Hidden, emotional, may not be rational
Publicly visible, rational
The classic crisis Public Accounts Committee inquiry
into DIRT tax Tribunals of Inquiry into
Big business Wealthy businessmen Top politicians Property sector
…laid bare serious tax non-compliance
Organisational restructuring…
It’s like changing the wiring while keeping the lights on
Path to successPath to success Crisis Quality of analysis & blueprint Leadership Four Ps
Patience Politics Pragmatism Process
Examples of best practice & successful restructuring from other Revenues
Benefits of new structure?Benefits of new structure? Structure = strategy Integrated approach to customer Clear accountability & responsibility –
no hiding place Coherent, sensible structure Competition between regions Freedom to deploy staff where needed Information sharing
Case study 2Case study 2Modernising a tax Modernising a tax processprocess
Gift & Inheritance TGift & Inheritance Taxax (CAT) (CAT) CAT administered separately from other
taxes Old fashioned approach Factors driving change
Case processing too slow New top management Decentralisation of CAT Online filing via ROS
How?How? Full time project team ‘Outsider’ to manage project Supported by ‘insider’ experts Analysis
Work flow processes Forms Information technology Legislation
Consultation Scoping Document = recommendations
Internal consultationInternal consultation Informal with key experienced staff especially at
front line Steering Group Seminars
Presentations by top management Workshops Feedback Follow-up
Shared understanding & commitment
External consultationExternal consultation
Law Society (solicitors) Institute of Taxation (tax
accountants) Roadshow
Be honest Sell benefits… get out there!
How did we do?How did we do? Successfully delivered 6 week form turnaround time down to 1-5
days Team working, BPR, real self-assessment,
new IT, new forms & guidelines, online filing all a success
Staff pleased with change Middle management now convinced Customers delighted
Case study 3Case study 3ICT enabling ICT enabling transformational transformational customer servicecustomer service
PAYE problems – PAYE problems – before…before… afterafter Too much paper… paper eliminated Correspondence channel too time consuming… iC
makes it very fast Correspondence backlogs… iC helped managers &
case workers reduce backlog to acceptable levels Inefficient phone systems… major revamp of telephony Poor customer service… won national & EU customer
service awards Staff frustrated… staff delighted
Find best practiceFind best practice Visited & studied other “best of
breed” organisations Public & private sector Got industry analyst advice Consulted best ICT brains in civil
service Asked ourselves what would
‘perfect’ customer service be? …& worked back from that to what was possible
ICT… the key enablerICT… the key enabler
Harness ICT talent Be creative Look at service from customer’s point of
view Small business/ICT project team
Ambitious, pragmatic, can-do attitude Quick decision making & support from the
top Excellent personal relations Utilised state-of-the-market ICT technology
The ICT usedThe ICT used VoIP telephone system
Call treatment, voice recognition (incl. PPSN validation), automatic call routing, self service, screen pop enabler
Web self service Most popular self service channel (best for
complex transactions) SMS text
Hasn’t caught on for self service… yet Integrated Contacts system (iC)
No paper, instant on-screen retrieval of post, automatic statistics, faster processing, all contacts (incl. email & phone) included, screen pop
Lessons?Lessons? Learn from best practice elsewhere See everything through customer’s
eyes Aim for an idealised service Make use of serious ICT talent Be very tough with ICT contractors Test ICT applications exhaustively Have fallback in place in case ICT fails Sell benefits to ICT users Train & support ICT users carefully
Conclusions…Conclusions…
How people react - 1How people react - 120% 60% 20%
How people react - 2How people react - 220% 60% 20%
Always resist
change
Need to be convinced & wait to see which way wind is blowing
Actively embrac
e change
How people react - 3How people react - 320% 60% 20%
Always resist
change
Need to be convinced & wait to see which way wind is blowing
Actively embrac
e change
Harness them & temper their
expectations & must include leadership
How people react - 4How people react - 420% 60% 20%
Always resist
change
Need to be convinced & wait to see which way wind is blowing
Actively embrac
e change
Main focus of communication & must be won over
Harness them & temper their
expectations & must include leadership
How people react - 5How people react - 520% 60% 20%
Always resist
change
Need to be convinced & wait to see which way wind is blowing
Actively embrac
e change
Ignore Main focus of communication & must be won over
Harness them & temper their
expectations & must include leadership
Kotter’s Kotter’s 8 steps to change8 steps to change (HBR March/April 1995)(HBR March/April 1995) Establish a sense of urgency Form a guiding coalition Create a vision Communicate the vision Empower others to act on the
vision Plan for & create short term wins Consolidate improvements Institutionalise new approaches
My top 10 tipsMy top 10 tips Top notch project team High quality analysis Clear vision Inspired leadership (plus a crisis) Be political Communicate Empower change champions Reward supporters Be pragmatic & get stuck in Get quick wins
FinallyFinally Change is not easy – most people &
organisations resist change So…
Get the analysis & vision right Communicate continuously But, do not crucify yourself on the cross of perfection Learn by doing – start small & build it up Be brave, lead from the front
Thank you