Diagnostic Workup

Diagnostic Workup. Diagnostic workups are done as a baseline when work is being initiated with a new client, or as a follow-on effort at regular intervals thereafter. The diagnostic workup includes both a personal style preference inventory and a worklife survey. Together, these documents comprise a worklife diagnostic that provides both an accurate status of the way this "are" currently as well as a prescriptive methodology for shifting the worklife culture to one of higher capacity for work. Typically, the diagnostic workup takes three months to to complete with some involvement from selected people in the organization in each of the six stages. The diagnostic workup constitutes an intervention as part of the worklife culture shift not as a separate event prior to it. With the involvement of selected people as volunteers or "draftees" the workup prepares the organization for changes that will surely occur as a result of priorities that emerge from the diagnostic results. Everyone eligible to complete surveys and inventories will also receive feedback to assure that a firm foundation is laid for change. The workup also includes standard newsletters as an adjunct change mechanism.

Top three benefits:

• Enables the establishment of priorities based on quantitative data-driven decisions.

• Allows corrective strategies to be pursued selectively in small slices of an organization based on the needs of that slice.

• Incorporates clear insights into both the current culture and the origin of that culture as a prelude to reliable and deliberate change.

Normally, ODI consultants work directly with top leadership and management to design processes that foster a no-surprise scenario. This includes preliminary meetings with supervisors and if needed, the entire organization's population, to be certain that everyone has the opportunity to understand the initiative and be a meaningful part of the process. Volunteers are often solicited during these early discussions for such teams as the Data Collection Team. This team will design the survey instrument and the data collection plan.

Normally non-supervisors on the Data Collection Team help the ODI consulting team design the survey instrument(s) and plan for the data collection timetable. The data collection instrument(s) normally also include a work style preference inventory (RGB), and can be either a manual system using Business Reply Envelopes provided by ODI, or can be an Internet response form.

During the data collection phase ODI professionals update the client files as returns are received. At any moment, interested users can view incoming results to look for early trends. At the instant the last response is processed, all reports are available on demand.

The ODI consulting team develops a written 3-ring binder report based on the data received. The report includes all the project history, a comprehensive review of systemic trends, an examination of all symptomatic data, A complete report of each survey item, a list of conclusions and recommendations, and a corrective strategy template that allows the user to take corrective action based on the trends and priorities that emerge from the data. The client may also elect to receive the report on a CapacityWare Reader that provides far greater flexibility for key decision-makers across the organization.

ODI feeds back the entire diagnostic results to the entire organization. The client and direct reports of the client see the results first, normally followed immediately by the Data collection Team. Next the entire organization see the results and to the extent possible, learn about "next steps." Typically, data fairs are also used to solicit volunteers for potential teams that will be chartered to make specific cultural improvements.

Finally, the entire senior team engages in a detailed viewing of the diagnostic results (specific responses from individuals are not revealed). Normally, more than one Coaching Lab is conducted during which planning is completed for follow-on initiatives.

Cost: $15,000 for the first 100 survey population and $15 for each additional member of the client organization population. This is a "top-notch," all inclusive price, that can be tailored to specific organization needs.

Duration: Three months.

Materials: All survey and Inventory materials, Diagnostic Reports, and Workshop follow-through documentation.

Agenda: As outlined above and modified during negotiations.

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