OrgDev with Distinction

Leading Change with Penny Young from the Phoenix Group - OrgDev Episode 5

Dani Bacon and Garin Rouch Season 2 Episode 5

We'd love to hear from you so send us a message!

How do you bring together the strategy, vision, structure and people within your organisation to create high performance? In this podcast, we explore the world of Organisation Effectiveness and Development. We've invited a hugely talented and experienced guest practitioner, Penny Young, to show how she leads change. Penny has been at the vanguard of change initiatives at some of our most famous organisations including Sky, Vodafone, Specsavers and most recently Phoenix Group. This is essential viewing for any leader or HR professional looking for a performance edge. 

The Org Dev podcast is all about Organizational Development, a practice that has the power to transform organisations, shape cultures, and empower individuals. Yet, it's often shrouded in mystery and misunderstood. But fear not, because on this podcast, we pull back the curtain to reveal the inner workings of Organisation Development. We demystify the concepts, unravel the strategies, and delve into the real-life experiences of professionals who are driving real and significant change and innovation within organizations.

Wish you had a handy recap of the episode? So did we.

That’s why each week in our Next Step to Better newsletter, we’re sharing From Pod to Practice – a 2-page visual summary of each episode designed to help you take the learning from the podcast and into your work.

You’ll get:
■ Key insights from the episode
■ A reflection prompt
■ A suggested action

Sign up now to get From Pod to Practice delivered to your inbox each week: https://distinction.live/keep-in-touch/


About Us

We’re Dani and Garin – Organisation Development (OD) practitioners who help leaders and people professionals tackle the messiness of organisational life. We focus on building leadership capability, strengthening team effectiveness, and designing practical, systemic development programmes that help you deliver on your team and organisational goals. We also offer coaching to support individual growth and change.

Find out more at www.distinction.live

We'd love to connect with you on Linked In:
linkedin.com/in/danibacon478
https://www.linkedin.com/in/garinrouch


WEBVTT

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Hi, and welcome to the Dev podcast. So each month we

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invite a guest practitioner who has really great

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experience of implementing meaningful and significant change

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in their organization. And we're absolutely delighted that

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Penny Young has basically accepted our invitation to

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be our guest this week. And we're going to do a bit of a deep

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dive into her brilliant experience. But Penny is organisation development

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and effectiveness specialist at the Phoenix Group. It's probably the

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largest organisation you haven't heard of, and there's lots of interesting organizations

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within the Phoenix group that will be really interesting to learn more about.

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And she's got an incredible background that includes really familiar

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organizations to you, which include things like Specsavers and Vodafone,

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and has really been leading sort of transformational change in their organizations

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and working with their target operating models and really setting them up

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for success. So with that incredible background, we've invited

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Penny in to answer some of our questions to shed a

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little bit of light. And these sessions are really designed to sort of shed a

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light on the mysterious world of organization development and undercover

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what actually goes on as well.

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So welcome. Thank you so much for joining us. Thank you,

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Karen, good to meet you. Brilliant. So for those of you that

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Oswe that haven't met you, can you just tell us a little bit about your

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role and what does your role actually involve?

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So my current role at the Phoenix group is

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to lead development effectiveness approach

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methodology. I was brought in to

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build a process, really an.org talent review process

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that the CAV had been trying to implement for probably

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about 18 months before I joined.

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And I joined in March, and we've just

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run our second review meeting. So I've been brought in

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to look at how we connect talent with organization effectiveness

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and to start the conversation, particularly with ex co members and leadership

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teams, about how is there organization shaped up and have we got the

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right talent in the right place to do deliver our strategy and do the work

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we need to do? I've also been building toolkits

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and capabilities, so working with the HR team about how we develop

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their capability to do this really well.

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And I've also been looking at how we work with

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the XCO, not just in doing your talent review process, but starting

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to get their thinking around organisation as a whole

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and embed their new operating model. So I work within

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a small CVE, there's three of us,

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and I'm kind of the glue between the two

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leads who drive the change and lead

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those conversations. And I'm in there thinking about how

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do we hang it together, what tools do we need, what's the next thing coming

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on the journey? So, yeah, I'm really loving my

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time at Phoenix. It's a really interesting organisation to work

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within. I've not been in financial services before,

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so that's my first foray into financial services and I think

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it is quite different to the other industries I've been in.

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But it's quite a purpose driven organization,

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in fact, very purpose driven and has quite

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a, I guess, not aggressive agenda,

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but a really ambitious agenda to try and enable

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people to have better life opportunities.

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So that purpose driven sense really sort of

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aligns with my values, too. So I feel really

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fortunate to have landed in this organization and do what I love and

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just to sort of help you understand. So, size and scale, like,

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what makes up Phoenix group. So it's

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about 10,000 employees,

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if you also include unmanaged, sort of managed service

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providers. So our customer service element is sort of a hybrid

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of in source and outsource. We've got big brands

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like Standard Life, Sunlife, Sun Life of Canada,

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reassure. So Phoenix own those businesses

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and at its heart, it's an asset management and pensions and savings organization.

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So, yeah, we've got about 10,000 people across the whole of the

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UK. We've also got a european arm, we've got some

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employees in Republic of Ireland and in

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Germany and Austria, and we have a small team

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in Bermuda as well. Great. Hopefully you get a chance to go out there

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and meet them at some point. Yes, we're pushing into the international field,

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put it that way. Brilliant. And what's really useful

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for. Because you're talking about organization development, organization effectiveness,

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you're talking about helping shape the target operating model

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and bring it to life. I think it's really useful for people to sort of

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share their career to date. Like, how do you find yourself in this role?

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Working with a 10,000 person organization with a global footprint,

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sort of helping, steering it in this way. What has been your career today and

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how do you find yourself where you are now?

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Good question. So I started

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my life, I didn't want to do HR, actually,

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or development that wasn't on the trajectory. However, long ago,

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30 years ago, when I graduated, I was interested in psychology

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and development, more of adolescence,

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and I really

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didn't. So I started doing teacher training and didn't enjoy it.

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I just thought, I don't. This isn't for me, because at that point

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in time, you needed to do teacher training to do educational psychology,

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which was where I was heading. So in that development space,

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but not in education and

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I basically landed in a job in Vodafone as

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a temp at a time in the HR team, in a

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time where Vodafone was quite small, we're talking mid

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nineties, and they didn't have any graduate

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schemes other than their engineering scheme.

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And I was really fortunate because I joined in the HR team. I just graduated

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and I helped develop basically the

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graduate recruitment and development scheme for marketing,

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HR finance, and then basically ended

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up in a role in HR and was a business partner,

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or old school business partner back in the day when it was personnel for

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a good number of years and went on the journey with Vodafone as

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it was acquiring lots

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of organizations and integrating organisations and being

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within the kind of business partner space at the front end of all

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of that integration. And as at

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the time, the Ulrich model was becoming the new thing on

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the block. And I was fortunate enough to

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be part of how we transformed the HR team into

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the CVE's and the business partnering team. And I then moved

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into more of one of the CVE's,

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which at the time was.org design and

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change, and kind of went on that journey

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through a process of. We were doing a big transformation

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program. So Redfone was, was moving into

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its new hq, so it was consolidating,

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integrating, moving location,

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trying to get one culture the brand had aligned

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into the brand that it is today that we know today.

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And really I was quite lucky to be part

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of that program. And I did a lot of work in behaviour change.

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I went into the leadership management development team for a short time,

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sort of seconded in and worked on a big cultural change programme,

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and in that, learned a lot about how to land those programs

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really well and set them up in a way that isn't just focused

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on one thing, that is behaviour or design,

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or all the irritants that you get in an organization, or how you knit it

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together, all your people practices. It was looking at it all.

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And that allowed me really to go, actually, I do want to do this

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and stay within design and change and

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within that c of e for probably eight

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years. In terms of the time at Vodafone,

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as Vodafone morphed, I was doing work with restructuring,

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then more culture builds, building toolkits around team

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effectiveness. So I got a lot of really good grounding in

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all things or development or design or effectiveness.

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And this is an unprecedented time, isn't it? This was,

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yeah, an entire new industry was being formed,

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wasn't it? And what was it actually like to be in

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an organization that was at the vanguard of this change, where it was

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growing, merging, entering new markets.

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It was exciting. I mean, we were so I was in the UK

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business, but obviously there was a global business buying up countries

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and in the UK business because that was, I guess, where its origin we were

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involved in, you know, Egypt, Kenya, you know,

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purchasing all of those and thinking about them being integrated.

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So really exciting. Lots of, I guess,

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entrepreneurial kind of spirit in terms of pioneer,

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go and do something, come back and transfer it and that kind of.

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Even though I didn't go to those countries, we were in the back office

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doing the support work, which was really exciting. And then from a

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UK perspective, as. As things became more online,

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let's call it that, I remember doing the online od piece of work

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and shifting and integrating from blackberries to good

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old blackberries back in the day, and the whole device management

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and acquiring more customer front end organizations

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and the retail part, because Vodafone at its heart was more network,

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and then we're starting to bring in the customer

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retail and integrating all of that. And that was also really exciting

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how you kind of shift

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your organisation to being more customer centric

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and the challenges that the board had.

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So the challenges that particularly UK

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board had, from shifting to being quite technical

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to customer retail focused and bringing

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all of those parts together, you would expect in an operating model with

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the overlay then, and the dynamic of a group organization that

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is starting to shift a lot of its functions into a group space.

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So, yeah, so lots of different dynamics playing out,

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lots of exciting times trying out new things.

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It felt like we were quite leading edge in some of our

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design thinking. We did quite a lot of work with Tesco's in learning and

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thinking about how they were doing effectiveness at

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the time. And also at that time, there wasn't an awful

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lot of kind of professional development

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to do OD. I remember thinking, let me

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look at the CIPD, and there wasn't anything then

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to teach you how to do it. So we were learning as we were going,

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and the team I was in,

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we worked in partnership with a really small OD

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consultant, really small OD consultancy, and they were really part of our team for

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a number of years where we were growing and learning together,

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which was really a really useful model, actually to have.

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When you're thinking about how you build capabilities, you move forward,

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and that's kind of stuck with me in

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all the jobs I've been in, you know, keeping that outside in view,

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particularly when you don't necessarily always have the

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courses to go on. I mean there's so many more now and there's, you know,

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there's masters and there's all, you know, there's all sorts you can do, but at

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that time there wasn't. So it was about learning as you were going and

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experiencing new things and just having a go. Really amazing.

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And then. So you left Vodafone and then where did you go after that?

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Yeah, so I left Vodafone about 15 years

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ago, 2009, so 14 years ago

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and I left to set up my own business. So I thought, you know,

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I have been an internal consultant for a long time.

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I need to explore and experience other organizations.

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So I set up my own business. I'm really

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fortunate through contacts I'd made, having been a big organization for

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a while, I did a lot of project work

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with other organizations in the sort of design

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or people change space.

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So from there I went to Opus Trust, which was really

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fascinating, working with an entrepreneurial organization that

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support charities. I worked for a while

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at Unipart Automotive and did some employee experience work and

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then a bit of restructuring. I moved to Virgin

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Media and headed up leadership development there. So I got real insight

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into lots of different organisations and then landed in Specsavers

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where I went for a six week piece of work,

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piece of kind of OD diagnostic piece of

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work on their technology,

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their IT team, and ended up

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staying for about nine years in the end, both as an external consultant,

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supporting them, setting up their approach to OD and effectiveness and supporting

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them on particular projects, and then became

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a permanent member of their team and worked with them on

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their target operating model, worked with them particularly

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in their regions. So they've got three. Well, they've actually

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got four regions now, but when I was there working with

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their northern european boards and australian boards

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on really looking at how they ready themselves

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for their next wave of strategy. And when

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I became permanent there, actually again it was a time of,

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there's quite a few members, new members on the board

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looking at the new brand promise, looking at new values, bringing in new

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technical leads. So there was a lot going on and a different

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approach to their eye health strategy. So again I

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was there supporting on how they implement that model and then

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left there just after Covid. So Covid hit

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and I was really looking for something different and I

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went to work at sky to head up their

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effectiveness and change team, which was a group role across

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Italy, Germany and the UK,

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and to support them implementing their new operating model that had been defined

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about two years previously and

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that was an interesting foray into

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probably, again, a media organization not being fully

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media orientated and in a,

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I guess an area where I was

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connected. So I had a bit much bigger team and a

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team that wasn't necessarily my own. So working across a matrix with

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very different approaches. So how do you get a similar, one way

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of doing odd across

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three regions or three territories and

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then left there. Well, yeah,

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this year and joined Phoenix. Fantastic. Do you want to ask one question

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as well? You may or may not have a defined answer for

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this, but just your description of it is really useful, is you use the word

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operating model and target operating model. Yeah.

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What is your description there? Because obviously one of the things we're always inviting people

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to do is to engage with it. And from your perspective, what is it?

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It's a really good question. And every organisation I've been in,

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you have to define it as in you need to connect with that organisation and

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go, what does it mean for this organisation? But in my

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head, I like to use the

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term, it is all of the levers that you pull to enable

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you to get from your strategy to

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delivery to your operation. And it's the method and

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model in which you can get to that end point. I would

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say you start with your strategy and your target operating model,

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so expect savers. When we ask this question of a number

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of leaders, what would define our target operating model?

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And we, in simple terms, did a bit of

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Simon Sinek actually, and said, actually, it's the why, it's the how

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and the what. And we looked at the things around the how,

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which was the purpose, the purpose of the organization,

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the vision of the organization and the strategy is the

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kind of the why, the how in terms of the

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delivery around your people, your organization, your culture,

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your capabilities and then the what becomes your technology,

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your processes, your data and your systems. And that was how we

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kind of modeled target operating model,

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how you translate that into design and development

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for me is the next step.

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So if you can imagine, you've got a

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blueprint and a roadmap of your three parts, the why,

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the how and the what. Obviously, your model sits in your

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how and your model, in the broadest sense,

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is around three things. In my head,

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your design so structures your roles,

17:52.086 --> 17:55.726
how you organize the work, your KPI's,

17:55.750 --> 17:59.794
your governance, then your capabilities around your leadership,

18:00.254 --> 18:04.174
your skills and your knowledge, and then your culture

18:04.254 --> 18:07.326
around the behaviours that you have in the organisation, the rituals,

18:07.350 --> 18:10.510
the ways of working, how you hang it all together, including your decision

18:10.582 --> 18:14.390
making. That probably comes in your cultural aspect. So in

18:14.422 --> 18:18.078
short, operating model is the whole,

18:18.166 --> 18:21.678
and then where I like to focus is then on the model

18:21.766 --> 18:24.854
and how you land that to connect it with people.

18:24.894 --> 18:28.342
Strategy. I'm very glad I asked. That's one of the best definitions

18:28.398 --> 18:31.742
I've heard yet. That's really good

18:31.758 --> 18:35.086
and really clear and we'll go into a little bit more details. Obviously these

18:35.230 --> 18:38.670
podcasts are about sort of just demystifying. What do we

18:38.702 --> 18:41.478
do day to day and what does the work look like?

18:41.646 --> 18:45.086
But do you find that different organizations have a different level of maturity

18:45.150 --> 18:48.862
about this? So some will have a clearly defined target operating model.

18:48.998 --> 18:52.406
Some will say, what is a target operating model when you begin?

18:52.470 --> 18:55.394
Like do organizations have different approaches to it?

18:56.374 --> 19:01.326
Yes. Yes they do. And so

19:01.350 --> 19:05.462
some organizations think they have a target operating model and they possibly don't.

19:05.518 --> 19:08.074
They might have a structure, okay.

19:08.894 --> 19:12.694
And a blueprint and how their systems

19:12.734 --> 19:16.316
architecture hangs together, which is fine,

19:16.380 --> 19:20.332
because if that works, that works. So I

19:20.348 --> 19:23.796
think that's. So the maturity thing for me is about the terminology and

19:23.820 --> 19:27.516
reference and knowledge that an organization or a leadership team

19:27.580 --> 19:31.636
might have of what operating model constitutes

19:31.700 --> 19:37.116
or design constitutes through

19:37.180 --> 19:40.508
to an organization that has,

19:40.676 --> 19:44.374
probably has one and has had it a while.

19:46.274 --> 19:49.570
I'm just trying to think of an example. Have I been in an

19:49.602 --> 19:53.074
organization that has a blueprinted model?

19:53.194 --> 19:57.298
I suppose guided very clearly. But again, in a lot of organisations there's

19:57.346 --> 20:01.202
diagrams that hold things together, but it's not then

20:01.258 --> 20:05.466
the how you operate. If you then connect behaviors

20:05.490 --> 20:09.424
and values, it doesn't always connect with the,

20:09.554 --> 20:13.652
the diagram or the mechanisms

20:13.668 --> 20:17.380
that they've got in place. For me, that's the thing that

20:17.412 --> 20:21.556
adds the value, is how you work with an organization to connect all

20:21.580 --> 20:25.316
of the elements that then

20:25.500 --> 20:29.436
constitute operating model and then what the organization's

20:29.460 --> 20:32.740
about. Does that make sense? And I don't think any organisation

20:32.772 --> 20:35.996
has got it right or any organization has it perfectly.

20:36.180 --> 20:39.612
But yeah, there's probably been a number of organizations I've been in where

20:39.628 --> 20:43.692
they might have two or three parts of that jigsaw puzzle and not necessarily connected

20:43.748 --> 20:46.948
at all. Brilliant. And just a follow up question to that,

20:46.996 --> 20:50.572
again, you may or may not have an example or whatever, but what does an

20:50.588 --> 20:54.820
organization that has it all connected, how does that perform compared

20:54.852 --> 20:58.924
to an organization that doesn't and maybe is a little bit more haphazard

20:58.964 --> 21:02.830
where there are different things, the structure, the KPI's, the why,

21:02.902 --> 21:06.126
the how, the what isn't quite connected. What is the point

21:06.150 --> 21:08.934
of difference there? So I think, well, the,

21:09.014 --> 21:12.634
obviously there's, I guess a commercial outcome,

21:13.734 --> 21:16.950
I would say that in organizations that I've

21:16.982 --> 21:20.950
been in, where their purpose is very clear and

21:21.022 --> 21:24.674
their model of how they work

21:25.854 --> 21:29.582
with their products to deliver the outcome to

21:29.598 --> 21:33.166
the customer is the one where obviously their performance

21:33.270 --> 21:36.838
is high and their ability to monitor

21:36.886 --> 21:41.510
the organization's health is greater, is better in

21:41.542 --> 21:44.782
organisations, I think, again, it depends on the maturity

21:44.878 --> 21:48.790
and where the organization's at is where they will focus

21:48.902 --> 21:51.714
most greatly on one of those levers.

21:52.734 --> 21:57.070
So in an organisation that is on significant

21:57.222 --> 22:00.234
downsizing, for example,

22:01.454 --> 22:05.262
you know, the performance might be, one outcome, might be

22:05.398 --> 22:08.590
a cheaper, better performance for shareholders, but your

22:08.622 --> 22:12.358
engagement for your employees is far less, I guess,

22:12.486 --> 22:15.954
again, bringing your role to life, if this is possible.

22:16.334 --> 22:19.950
What does a typical day or week look like for

22:19.982 --> 22:23.754
you? I'll probably have to define a week because a day

22:24.634 --> 22:27.794
could be, you know, harder to define.

22:27.954 --> 22:31.786
So I could be designing

22:31.810 --> 22:35.674
a workshop for an intervention that could be,

22:35.794 --> 22:39.234
you know, kick starting a piece of

22:39.274 --> 22:43.854
design in its holistic sense. So not just structure in its holistic sense.

22:45.154 --> 22:48.666
So it could be designing a workshop. I could be getting ready to

22:48.690 --> 22:51.970
go and do a stakeholder meeting with a board member

22:52.042 --> 22:56.146
to talk to them about how they want to take their organization forward.

22:56.330 --> 22:59.482
I could be having a meeting with an HR business partner and coaching them on

22:59.498 --> 23:03.138
a conversation that they're having with their leadership team

23:03.186 --> 23:06.574
about a change. I could be meeting

23:07.954 --> 23:11.898
an external supplier on that

23:11.906 --> 23:15.210
is.org view, for example, just to think about how we're using the

23:15.242 --> 23:18.962
tool more effectively. An.org view that's an

23:19.018 --> 23:22.066
organization development design software, isn't it?

23:22.090 --> 23:25.266
That takes a lot of the heavy lifting out, is that right? It does.

23:25.410 --> 23:29.374
It's an.org insight tool and design tool

23:29.674 --> 23:33.114
that can help with the front end of your process to

23:33.154 --> 23:36.858
really highlight where things are, you know, how your organization is

23:36.866 --> 23:39.274
shaped and sized all the way through to them,

23:39.314 --> 23:42.666
measuring and looking at when you've done a piece of OD,

23:42.770 --> 23:46.202
has it landed? So, yeah, like I said, I could

23:46.218 --> 23:49.418
be meeting them and working with them on are we going to implement an activity

23:49.466 --> 23:53.362
analysis in a particular area, thinking about our insight

23:53.418 --> 23:57.314
pack that we're going to put forward to the board to

23:57.394 --> 24:01.586
highlight what we're doing on our talent review process. I could be writing a

24:01.690 --> 24:05.562
board paper. I could be researching externally a

24:05.578 --> 24:09.090
piece of latest thinking, which I do quite enjoy. I could be reading a

24:09.122 --> 24:12.614
book. I'm reading emergent at the moment about

24:13.194 --> 24:16.434
systemic approach to m and a. So I could be doing things

24:16.474 --> 24:20.694
like that and thinking about how that then might translate into our thinking and strategy.

24:21.034 --> 24:24.606
For a board paper, for example, I could be

24:24.630 --> 24:28.302
running an Od workshop, capability build for our business

24:28.358 --> 24:31.926
partners. I could be writing a new tool and

24:31.950 --> 24:35.274
putting it into an online toolkit,

24:36.134 --> 24:39.994
all of, you know, any of those things. I could be doing a podcast

24:41.334 --> 24:45.038
on paying all that knowledge

24:45.086 --> 24:48.126
forward. Yeah. And you know, basically getting out

24:48.150 --> 24:51.640
a be going in and meeting various people in, in the business

24:51.752 --> 24:55.176
and. Or could just be doing a bit of

24:55.200 --> 24:58.816
research as well. So it's, it's so

24:58.880 --> 25:02.088
varied, it's what I love.

25:02.136 --> 25:05.856
I mean, you know, I love the way that you can go

25:05.880 --> 25:09.456
in and facilitate a workshop with, you know, small number one to one

25:09.520 --> 25:13.256
with encoter leader, through to doing some thinking and

25:13.320 --> 25:17.498
creating something that's then something there for you.

25:17.506 --> 25:20.414
So a toolkit or whatever. So,

25:21.114 --> 25:25.530
yeah. Wow, it sounds like variety is a key element here.

25:25.722 --> 25:29.282
What do you enjoy most about your role? Because there's lots

25:29.298 --> 25:31.454
of different activities there, some highly technical,

25:32.674 --> 25:36.418
some very highly facilitative, like what is it you enjoy most about it?

25:36.586 --> 25:39.374
I think it's creating conversation,

25:39.674 --> 25:43.934
creating connections, moving organisations forward,

25:44.594 --> 25:49.106
helping others make sense of something that is quite complex

25:49.170 --> 25:52.714
or tangled. You know, I think our

25:52.754 --> 25:56.818
job is about connecting the dots and decoupling

25:56.906 --> 26:00.378
things that shouldn't be necessarily together

26:00.506 --> 26:03.810
sometimes. So I enjoy getting in the heart

26:03.882 --> 26:07.804
and really getting into the, you know, the nub of what's

26:07.844 --> 26:11.436
really going on. And how can we help the organization solve its

26:11.460 --> 26:14.516
own problems? Not just solve the problems for them, but help them. So that's what

26:14.540 --> 26:18.824
I enjoy. And anything that is factual and insight driven,

26:19.164 --> 26:22.464
that sits around, that really helps.

26:23.844 --> 26:27.468
So I enjoy playing with the kind of science

26:27.556 --> 26:30.940
or the facts and the heart driven

26:31.052 --> 26:34.290
human side. That blend is what I love the

26:34.322 --> 26:38.120
most about what I do. And you said that one of

26:38.122 --> 26:42.546
the things you talked about was holistic organization design versus just vanilla

26:42.610 --> 26:45.714
organization design. Is that what you mean by holistic organization

26:45.794 --> 26:49.130
design? Where you're starting to engage with people and help them make sense of what's

26:49.162 --> 26:52.882
going on. What's the definition of that? It's probably got

26:52.938 --> 26:56.418
two prongs. So holistic for me is obviously

26:56.506 --> 27:00.234
looking at the organization as a whole. So it's as a system

27:00.694 --> 27:03.486
in all its facets. So culture, capability,

27:03.590 --> 27:07.798
they're my kind of three go to's. So you can't just design structure,

27:07.886 --> 27:11.622
you have to design how it's going to connect and

27:11.758 --> 27:14.702
the ways in which you're going to connect it and the skills you need or

27:14.718 --> 27:17.998
capability you need to connect. So that's

27:18.086 --> 27:21.550
what I mean by holistic. And then the second prong is

27:21.662 --> 27:25.338
for me around, sometimes you

27:25.346 --> 27:28.762
have to do it in a darkened room. But for me it's about engaging as

27:28.818 --> 27:32.454
many people in the process of doing design and development

27:33.474 --> 27:37.106
which enables it to land. Because in my experience,

27:37.250 --> 27:40.850
the only way you can get change to land is for human

27:40.922 --> 27:44.042
beings to be part of that change and to

27:44.058 --> 27:47.534
be involved in it and to bring their thinking to it.

27:49.074 --> 27:52.230
Whether that's from a leadership perspective, you know,

27:52.302 --> 27:56.234
getting leaders working together through to a bottom up

27:57.134 --> 28:00.806
inquiry, employees involved in their thinking and

28:00.830 --> 28:04.878
bringing it to the party. So that's the second part. When I talk about hedostic,

28:05.006 --> 28:08.462
wonderful. And you talk about sort

28:08.478 --> 28:12.366
of capabilities and you talk about sort of developing the capabilities that

28:12.390 --> 28:15.982
the organization needs, how do you go about doing that? Like how do you,

28:15.998 --> 28:19.006
because there's lots of different capabilities you can develop. What, what is a way of

28:19.030 --> 28:22.286
actually having an understanding of, okay, we need to develop these particular capabilities,

28:22.310 --> 28:25.514
capabilities to deliver this particular strategy.

28:27.294 --> 28:31.326
So for me, so organizational capabilities come from

28:31.470 --> 28:34.894
the strategy itself. So what are the things that we're focusing

28:34.934 --> 28:39.022
on to deliver? And therefore what are the differentiators

28:39.078 --> 28:42.598
that this particular organization needs to make that change?

28:42.646 --> 28:45.034
So it will be different in different organizations.

28:45.894 --> 28:50.134
And also, I guess there's also the fundamental capabilities that everyone's talking

28:50.174 --> 28:54.226
about, digital data, how we're moving

28:54.290 --> 28:59.298
forward into whatever generation we are from technology platform,

28:59.426 --> 29:03.682
platform based thinking. So what capabilities does the organization

29:03.818 --> 29:08.094
need and then how do you segment that and translate that into human capabilities?

29:08.754 --> 29:12.122
And interestingly, what's our role in AI and all of

29:12.138 --> 29:17.000
that? So there's all the kind of progressive

29:17.162 --> 29:20.460
thinking around capabilities and then there's what do we, what does

29:20.492 --> 29:24.624
each organization need to develop, develop or deliver their strategy?

29:25.604 --> 29:29.636
For example, in financial services, it will be quite different to a

29:29.660 --> 29:33.332
media organization, but there will be some common themes

29:33.428 --> 29:37.196
across the bottom. So that's what I mean, and capabilities in its

29:37.220 --> 29:41.100
broadest sense. So technical people,

29:41.252 --> 29:44.758
data, they all have to process, they all have to come together in

29:44.766 --> 29:48.430
terms of all capabilities, but our focal point is the human aspect.

29:48.582 --> 29:51.814
Excellent. Thank you. One of the elements you do is like organization design.

29:51.854 --> 29:55.582
We had Fiona Maclean on from the DWP and she described

29:55.638 --> 29:58.074
organization design is not for the faint of heart.

30:00.174 --> 30:03.494
I don't know if you agree with that or not, but what do you find

30:03.574 --> 30:06.854
most challenging about your very varied role

30:06.894 --> 30:09.954
that you have? Yeah, I think there's a perception,

30:09.994 --> 30:14.082
it's a bit of a dark art and I think it's

30:14.218 --> 30:17.834
people's perceptions of what it is that

30:17.874 --> 30:20.814
actually, because that's not true, really. It's,

30:21.674 --> 30:26.346
you know, people can see it as something that could be quite negative rather

30:26.410 --> 30:29.946
than the positive that it can bring, which is

30:29.970 --> 30:32.574
about growth and change and moving forward.

30:33.154 --> 30:36.558
I guess the biggest challenge that I've got is, I guess,

30:36.606 --> 30:40.262
people's view of it and how they've experienced it in the past and how

30:40.318 --> 30:43.710
you can shift mindset to show that it is,

30:43.862 --> 30:47.246
you know, quite a critical thing.

30:47.270 --> 30:50.486
It's a critical component part of any organization,

30:50.630 --> 30:54.286
you know, translating strategy into people strategy. I mean, you need

30:54.310 --> 30:58.074
it. You need that cog. I think some of the biggest challenges

30:59.494 --> 31:03.374
are how you bring people along the

31:03.414 --> 31:07.594
journey. So when you might start a piece of OD and

31:07.754 --> 31:10.866
a leader's got a view in their mind about what, what the

31:10.890 --> 31:12.134
outcome already is,

31:14.434 --> 31:17.754
which is usually the case, and how you kind of unknit it

31:17.914 --> 31:21.614
and sort of roll them back to what is it you

31:21.994 --> 31:25.014
actually, why are you doing this and what is it you're trying to achieve?

31:25.954 --> 31:29.834
And that's bringing them along the journey and shifting their

31:29.874 --> 31:33.932
mindset and then also, then bringing, you know, the organization, their team

31:34.108 --> 31:36.464
on the journey. I think that's the biggest challenge.

31:37.604 --> 31:40.492
Another quite controversial challenge, I would say,

31:40.548 --> 31:44.204
is also your HR team and where they're at in their thinking

31:44.244 --> 31:47.188
and maturity about where, how they're,

31:47.236 --> 31:50.628
how involved they are in organization design, you know, in a positive

31:50.676 --> 31:54.820
way. Some, sometimes h, you know, when I'm partnering

31:54.852 --> 31:57.724
with HR professionals, directors, whatever,

31:57.764 --> 32:00.946
they, they know exactly how the organisation and their

32:00.970 --> 32:03.906
leaders work. But sometimes that can be a barrier,

32:04.010 --> 32:07.282
but it can also be really positive as in a barrier in

32:07.298 --> 32:10.654
the sense of because they're so connected to the organization,

32:11.314 --> 32:14.922
they don't always see some of the things that

32:14.938 --> 32:18.466
are in front of them. And so that's another

32:18.530 --> 32:21.938
challenge as an OD practitioner to not just bring the leader on the journey,

32:21.986 --> 32:25.434
but your business partner and your HR colleagues as well. Well, so that can be

32:26.134 --> 32:29.542
a challenge, I guess. Other ones are knee jerk. So organizations

32:29.558 --> 32:33.422
that are knee jerk are not thinking about sustainable change so quick. We need

32:33.438 --> 32:36.886
to do this thing. And Covid, I know that we had to,

32:36.910 --> 32:39.606
we had to go back to basics a lot of the time and,

32:39.750 --> 32:43.822
but actually now we think about where we are with COVID

32:43.998 --> 32:46.470
did we need to be as knee jerk? So that, again, that's some of the

32:46.502 --> 32:50.092
challenges, you know, thinking in the moment versus the medium to longer

32:50.158 --> 32:53.704
term, I think can be a challenge which I guess makes you ideally

32:53.784 --> 32:56.824
placed to help people be more objective,

32:56.864 --> 33:00.208
isn't it? What are some of the things that you would use to help take

33:00.256 --> 33:03.992
someone on that journey? So maybe they don't see the world, the way

33:04.008 --> 33:07.352
that you do because you've got all this holistic view, like what would

33:07.368 --> 33:10.296
be some of the things that you could potentially do or others could do to

33:10.320 --> 33:13.576
help take their stakeholders on the journey? Yeah. So I

33:13.600 --> 33:19.044
think it's doing it with them as in helping

33:19.084 --> 33:22.460
them shape their thinking. And I know from experience,

33:22.572 --> 33:24.744
I know particularly at Specsavers,

33:26.804 --> 33:29.940
the leadership team wanted to do something in a certain

33:30.012 --> 33:33.340
way. They had an answer, so I went with it. Okay,

33:33.372 --> 33:37.524
we'll do it in that way. Using your toolkit and going with where

33:37.564 --> 33:41.300
they want to go first, which was structure, role design, you know,

33:41.332 --> 33:44.578
operation model or ways of working. But actually

33:44.626 --> 33:48.714
what they needed was to think about them as a leadership

33:48.794 --> 33:52.094
team and how aligned they were to where

33:52.434 --> 33:55.946
their strategy was first and to open them up to the change first.

33:56.010 --> 33:59.178
And I suggested that we did that. They didn't want to do it,

33:59.306 --> 34:03.082
so we did it as a secondary thing. And afterwards one

34:03.098 --> 34:05.682
of the directors said, I think we should have done that first because it would

34:05.698 --> 34:09.316
have unlocked. So the tip is go meet the

34:09.340 --> 34:12.860
organization where it's at, use your toolkit to take them on the

34:12.892 --> 34:16.092
journey, work alongside them, suggest as you go,

34:16.148 --> 34:19.716
new things. But actually, you know, the pay is

34:19.900 --> 34:23.780
do it along the journey. But actually they, they then realised that

34:23.812 --> 34:26.460
actually, if you'd done it first, it would have maybe had a different outcome,

34:26.532 --> 34:29.916
and that's the win. So next time they,

34:30.100 --> 34:33.624
we did the team opening up first.

34:34.143 --> 34:38.119
For those of you that are watching this, that penny is sharing insights

34:38.151 --> 34:41.815
that are really rich. So take these tips on

34:41.839 --> 34:44.815
board because you have to learn a lot of painful lessons to get to that

34:44.839 --> 34:47.711
point as well. I guess you also sort of describing the fact that the big

34:47.727 --> 34:51.671
thing about OD is not about your ego, is it's about them

34:51.847 --> 34:56.319
making the change. And just seeing them make

34:56.351 --> 34:59.919
that change is the payback to you in itself, isn't it? It's not about you

34:59.951 --> 35:03.708
being front and center of the change, is it? Totally, no, it's their change.

35:03.756 --> 35:07.612
And my philosophy is

35:07.748 --> 35:11.604
that you leave the organization, whether in a permanent

35:11.644 --> 35:15.700
role or an external consultant, being able to do it themselves next

35:15.732 --> 35:20.060
time or certain element that they can take to repeat and

35:20.092 --> 35:23.636
learn how to do it better. And a measure

35:23.660 --> 35:27.828
of success for me is hearing the playback of leaders

35:27.956 --> 35:31.580
who are then saying things that you might have said to them a few weeks

35:31.612 --> 35:35.140
or months or even years before, playing that back

35:35.172 --> 35:38.924
to them, and you go, so that did land then. And that's a great measure,

35:38.964 --> 35:42.504
I think, of what you've done as a human being

35:42.844 --> 35:46.988
intervening in their organization. So it wasn't about me,

35:47.036 --> 35:50.836
it was about what they needed to deliver. That's fascinating.

35:50.900 --> 35:53.404
That's fascinating. And that kind of sort of moves on to the next question,

35:53.444 --> 35:56.884
which is what kind of impacts have you seen from, from your efforts? There's certain

35:56.924 --> 36:00.144
elements of organization development which are really difficult to measure,

36:00.684 --> 36:04.864
like how can you attribute what you've done to

36:05.204 --> 36:09.204
the bottom line of the organization? Because there's just so many variables and

36:09.284 --> 36:12.384
often organization development is a facilitative role.

36:13.604 --> 36:17.492
But what kind of impacts have you seen from your efforts that you're really

36:17.548 --> 36:20.664
proud of or even outputs and outcomes that you've seen?

36:21.264 --> 36:24.680
So I think you, it's never,

36:24.872 --> 36:28.264
what you've done is the outcome for success. It's you have a part

36:28.304 --> 36:31.872
to play. You're, you're like on the, on the stage

36:31.928 --> 36:35.112
playing the part with the actors in, you know, whatever, you know,

36:35.128 --> 36:37.604
whatever project you're in.

36:37.944 --> 36:41.904
I guess examples are enabling a

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country to be able to actually trade. So this was at

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Speksay was one of the countries was struggling and

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their competitive landscape was a lot more digital and we weren't

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so really being able to support the region in

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looking at all of their regional aspects and putting

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an.org effectiveness approach on the table for them

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to have a conversation about how can we

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all focus something so give up something

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to invest in that country for them to become successful.

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So being part of that conversation, facilitating those conversations

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and then seeing an outcome where they're now hugely profitable,

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they are number two in terms of competitors

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in their country. So from being bottom to number

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two through to being in a great place to work, one of

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the greatest organisations to work for in the

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Netherlands. So from an engagement perspective.

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So, you know, it wasn't me that

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did that, but we had a part to play, me and the HR director in

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those conversations to get the business to that point.

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So there's some of the examples, I think that. Yeah, it's kind

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of, it sounds like it's the role of catalyst.

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Yeah, yeah. Positive disrupter, I like to call it.

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I like that. That's the phrase for the positive disruptor because

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there is bad disruption as well, isn't there? Yeah, yeah.

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Distraction disruption. Yeah. Brilliant. Thank you.

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And you have to account

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for your work, obviously, because you are potential cost to

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the business. Like how do you measure success in your role? Like how are

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you accountable to people more senior for you

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or whatever? Like how is that measured? So I'm measured on my objectives

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and delivering my objectives,

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which in this role have been about building

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toolkits, capability, take capability in its broadest sense.

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So the process to get talent review

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as a thing into the organization, new muscle building new muscle.

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So for me, the feedback from my,

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from the leaders that have been involved in that, feedback from

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the exco, the CEO and our HRD

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in how the conversations have matured.

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So where we've put orchard review

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into the system, how those conversations have matured

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and awareness has grown of what's happening

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in the organization, feedback from my HR, business partner,

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colleagues. And for me, a test is people coming to

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you and going, what do you think? Can you help with?

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Have you got an idea on. So for me, the feedback loop

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background where you're now, you're not pushing, people are pulling from

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you. For me, that I know that I'm doing a good job

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if it's, you know, people are now wanting to use

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well, the products that we're, that we're offering and can see the value is adding.

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So, yeah, brilliant. Thank you. And we all

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learn lessons along the way, some from our

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great experiences and some from like, you know, sometimes setbacks.

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What are some of the biggest lessons that you've learned along the way?

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Knowing when to stop. Knowing when

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to not push quite so hard.

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You know, when you're passionate about something and you

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know that this could be the right thing to do,

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but other people don't see it. Just knowing when not to keep going at

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it because it will, it won't land, will it? I mean, so that's a,

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that just comes with experiences of understanding the leadership

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team you're working with, understanding the organization and the culture,

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knowing what tools to work and what, you know. So I think that,

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and not getting too sucked in. So keeping,

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keeping your distance, so, you know, keeping connected

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but keeping outside because our role is to,

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you know, positive disruptor to challenge what people can

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see or can't see. And making that visible.

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So definite learning is to be

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able to still stay outside and not get too

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drawn in and, you know, making it kind of your mission.

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It's so easy to become entangled in a system. It's, isn't it? And that's

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always the internal challenge of OD as well.

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Yeah. And to keep still. I know that sounds so whilst

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everything's swirling, keeping still. So not

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getting. It's a bit like, you know, not getting sucked in, but, but not

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to be drawn or moved in different directions,

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but to, you know, stay in what,

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you know is the right thing to do for the organization

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and not get swayed. That's another learning. Wow, that's amazing.

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And a lot of people watch this. We did a session at

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London School of Economics the other day and we had like 85 would

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be organization development practitioners in there, all studying

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their postgraduate masters and that all keen to get in.

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And that's just one year. There's a real, it feels like OD's

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really becoming a profession of choice now.

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What advice would you give to someone just considering a career in

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organization design or development or effectiveness?

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What advice would I give them? Know what you're

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good at, so know what you're passionate about because the subject and

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topic is so broad. Know really

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what excites you within that broad spectrum and what

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you, and what strengths you bring and apply

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that. Again, not with caution, but really

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focus on that and apply that and think about how you can bring that to

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different organizations. I think it is helpful

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to go into an organization and understand change.

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I guess the question is, do you consult externally or

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do you go internally? And I think get a good mixture of

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the two and think about different types of industries

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that you can work within because it is the experiences of

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different places and projects that

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will build your toolkit and you and your experience.

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And you'll know if you prefer more technical design to facilitated

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sessions. You know, just, but learn your style and

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what works and apply that. That would be my advice.

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Thanks, Penny. And then we just had, because you and I had one conversation as

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we, as preparation for this as well. And you sort of said that it's about

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not necessarily getting too hung up on the terms, wasn't it? So in one organization,

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you actually had an.org development role, but the organization wasn't ready to call

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it organization development. So you, you changed the

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name to fit this, the context. So it's not necessarily about having that title,

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it's more about doing the work, isn't it? It is. It's about the

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stuff that you do and what's going

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to land. So the language that will land in the organization.

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So if you know what you bring as the,

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you know, the technical expert, simplify it or align

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it to what will work in the organization from a language

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perspective and what you do and what you deliver.

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So. So, yeah, wonderful. Well, thank you so much for your

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time, Peter. Really appreciate it. People watching this will have got

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so much value for me. You've really sort of only just

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sort of given us more of an understanding of what development and

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design is as well as, but also like, how do you navigate these complex

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organizations upon which we work and really getting into the nitty gritty as well.

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So I just want to say a huge thank you. And thanks for preparing for

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this session as well. I hope everyone's found this really, really useful.

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So thank you, Penny. I'm really appreciative. No, thank you,

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