Leadership and Change Management (MBA module 4 of 8)

Introduction

  • The only constant in business today is change. Organisations need to embrace changes that are taking place in the external macro environment. The changes trigger the need for organisations to be disrupted and to adapt to the new realities e.g. Planned vs. Forced COVID-19 transformation, Alibaba metamorphosis - 4 stages to change
  • Change management refers to a process of mapping out and enforcing changes throughout the organisation in order to reorganise strategies and processes (Benjamin 2017) e.g. relevant, sustainable, agile in new marketplace e.g.customisation, online, virtual showroom, eco-system, verticales, customer journey, lifetime value with customer
    1. Map out: planning, strategic in focus, holistic viewpoint
    2. Enforcing: implementation culture, resistance of chance, employee voice
    3. Strategies: trajectory, plan of action, tactics, diversification
    4. Process: steps, movement, rules and regulations
  • Failure to change leads an organisation to lose its competitive advantages (sustainable competitive advantage, SCA). The changes are based on 2 key factors:
    1. Trigger: agent of change and catalyst of change based on speed and timing e.g. COVID-19
    2. Causes: reasons, trajectory, long term effects and purpose e.g. animals, countries, travel, health
  • 2 models of trigger/causes:
    1. VUCA: volatility, uncertainty, complexity, ambiguity e.g. customers, market, technology, profits, suppliers, employees
    2. PESTLE model: political, economic, social/culture, technological, legal, ecological, demographic
  • Organisation system models: the model is the trigger from the external environment to cause changes in the structure, culture and power and politics of an organisation. There are 4 types of changes that take place in firms (ESCP):
    1. Structure: process, rules, tools, communication, reporting and system e.g. chart, division of labour
    2. Strategy: change in plans, developments, actions, growth and tactics e.g. Toyota financing
    3. Systems: changes in technology, skill sets, hardware and software e.g. digital firm
    4. People: culture, habits, lifestyle, politics e.g. resistance, reskilling, training
  • The organisation of a system
    • Environment factors
    • Structure
      • All formal rules: organisation chart, job descriptions, work organisation, bodies, HR rules and systems, procedures, regulations...
    • Power/politics
      • Forms of regulation and strategic play between the different actors, power relations
    • Culture and social cohesion
      • Professional identities, business practices and cultures, forms and dynamics of learning, values, shared norms, rituals
    • Legitimation
    • Organisation
    • Socialisation
  • 4 levels of changes that take place within an organisation. Balogun & Hope (2008) explained the 4 ways of change:
    1. Evolution: incremental transformation that take places on a periodical basis e.g. transformation of product line LG
    2. Revolution: big bang changes that happens swiftly and changes the nature of the business over time e.g. disruption
    3. Adaption: incremental realignment of the nature of changes over a certain period of time
    4. Reconstruction: big band large scale realignment of layers and strategies

Change management
  • Key parts of an organisation
    • The strategic apex is top management and its support staff. In school districts, this is the superintendent of schools and the administrative cabinet
    • The operative core are the workers who actually carry out the organization’s tasks. Teachers constitute the operative core in schools
    • The middle line is middle- and lower-level management. Principals are the middle-level managers in school districts
    • The technostructure are analysts such as engineers, accountants, planners, researchers, and personnel managers. In school districts, divisions such as instruction, business, personnel, public relations, research and development, and the like constitute the technostructure
    • The support staff are the people who provide indirect services. In school districts, similar services include maintenance, clerical, food service, busing, legal counsel, and consulting to provide support.
  • Prime coordinating mechanism 
    • Direct supervision means that one individual is responsible of the work of others
    • Standardization of work process exists when the content of work is specified or programmed. In schools, this refers to job descriptions that govern the work performance of educators
    • Standardization of skills exists when the kind of training necessary to do the work is specified. In school systems, this refers to state certificates required for the various occupants of a school’s hierarchy
    • Standardization of output exists when the results of the work are specified. Examples include competency testing of teachers, state-mandated testing of students, state-mandated curricula, prescriptive learning objectives, and other efforts toward legislated learning
    • Mutual adjustment exists when work is coordinated through informal communication
  • Type of decentralisation 
    • Vertical decentralisation is the distribution of power down the chain of command, or shared authority between managers and subordinates in any organisation
    • Horizontal decentralisation is the extent to which non administrators (including staff) make decisions, or shared authority between line and staff
    • Selective decentralisation is the extent to which decision-making power is delegated to different units within the organization
  • Mintzberg’s Five Organisational Structures
    • Simple structure 
    • Machine bureaucracy 
    • Professional bureaucracy
    • Divisionalised form 
    • Adhocracy
  • Environmental turbulence: the dynamics of an organization’s environment can also be assessed in terms of the degree of turbulence (Ansoff & Mc Donnell, 1990)
    1. Level 1: predictable. A repetitive environment characterized by stability of markets; where the challenges repeat themselves, change is slower that the organization’s ability to respond
    2. Level 2 : forecastable by extrapolation. Complexity increase but managers can still extrapolate from the past
    3. Level 3 : predictable threats and opportunities. Complexity increases further and ability to respond is more problematic
    4. Level 4 : partially predictable opportunities. Turbulence increases with the addition of global and changes; the future partly predictable
    5. Level 5 : unpredictable surprises. Unexpected events/situations, difficulty to respond.
  • Diagnosing change situations
    • Types of change (Grundy, 1993):  smooth incremental change, bumpy incremental change, discontinuous change
    • Change paths (Balogun & Hope Hailey, 2008) using two criteria (nature of change / end result 
      • Incremental: evolution transformation, adaptation realignment
      • Big bang: revolution transformation, reconstruction realignment
    • Tipping points of change (Boyatzis, 2006) / Breakpoints (Strebel, 1996)
  • The changing nature of change (Oswick et al., 2005)
    • Temporality
      • Episodes of change with  discrete beginning and end points
      • Continuous organisational change is necessary to cope with the environment
    • Ethos
      • Fixing problems, focusing on negative events
      • Recognising that thins working well can be improved, improving already positive situations
    • Inputs
      • Analysis of data
      • Ongoing dialogues about what is working
    • Targets
      • Tangible features of the workplace, systems and structures
      • In addition to traditional targets the less tangible areas of organizations such as reputation and image
    • Drivers
      • Top and middle management
      • Involvement of people at all levels
    • Narratives
      • Managerialist, top-down, recipes for change
      • Debating what works, more focus on rhetoric of change in the particular organizational setting
  • Diagnosing change situations
    • Theories of change have become more convoluted and less valid
    • We know the processes by which change happens and the content of change, but the conditions for successful change are unique to each situation
    • Organisational change can be categorized in 3 dimensions : pace, scope or content. There are different types of change, appearing at different levels of an organization
    • Planned change can lead to unintended outcomes and change also occurs as an unintended outcome of decisions
  • Congruence hypothesis (Lawrence & Lorsch, 1967; Mintzberg, 1980)
    • Effective structuring requires a close fit between contingency factor and design parameter, more specifically, that structure must reflect situation
    • Four sets of contingency factors
      • Age and size
      • Technical system (formalization/sophistication/automation)
      • Environment (dynamic/ complexity/hostility)
      • Power (internal/external) 
      • Also isomorphism
    • Structural configuration
      • Simple structure
      • Machine bureaucracy
      • Professional bureaucracy
      • Divisionalised form
      • Adhocracy
  • There is no one best way to design organisational structures or any particular form that will guarantee successful performance
  • An organization could well be successful and respond to the need of change whether is was structured alongside bureaucratic, mechanistic lines or as one of the newer network forms
  • Contingency relationships are not straightforward and there is no one-way causal relationship between an organization’s environment and its structure
  • Besides organisations are also able to exert some over their environment to suit their strategies and structures

Culture
  • Culture is the habits and lifestyles and the way things are done differently within organisations and groups in society. Organisational culture (OC) is deeper levels of basic assumptions and beliefs shared by members of an organisation (McShare 1982). OC Offers a 1) cognitive (thinking), 2) affective (feeling) and 3)behaviour (action) changes to groups and departments within organisations to make changes and transformation successful e.g. change the leader, country of origin culture - American, European, Japanese, Chinese
  • Organisational culture : “the deeper level of basic assumptions and beliefs that are shared by members of an organization, that operate unconsciously and define in a basic ‘taken for granted’ fashion on organization’s view of its self and its environment” (Schein, 1992)
  • Culture has a cognitive (thinking), affective (feeling) and behavioural characteristics.
  • Culture is deep-seated and is likely to be resistant to change, but culture can be changed and is changing all the time (Bate, 1996).
  • “Organisations as cultures” (Morgan, 2006) : in talking about culture, we are talking about a process of realty construction that allows people to see and understand particular events, actions, objects, utterances, or situations in distinctive ways”
  • Members of organisations are creating the organisation itself: organisations are socially constructed realities and, rather then being defined by their structures, rules and regulations, they are constructed as much in the heads and minds of their members and are strongly related to members’ self-concepts and identity”
  • Requirement to examine how culture is created and sustained
  • Culture iceberg or cultural onion is the 3 levels of cultural traits and elements that make up an organisation:
    • Artefacts
    • Values
    • Assumptions
  • Brown (1995) identified 4 types of cultural elements that exist within different organisations:
    • Tough guy culture e.g. stock market, insurance
    • Work hard play hard culture e.g. American
    • Bet your company culture e.g. oil companies
    • Process culture e.g. Japanese
  • The ingredients of culture (Brown, 1995)
    • Artefacts
    • Language in the form of jokes, metaphors, stories, myths and legends
    • Behaviour patterns in the form of rites, rituals, ceremonies and celebrations
    • Norms of behaviour
    • Heroes
    • Symbols and symbolic action
    • Beliefs, attitudes, values
    • Basic assumptions about what is important
    • History
  • Organisational identities are where members share a set of values underpin a sense of distinctiveness from non members. It answers the “what” and “how” of changes when transformation is needed .e.g DBS Live More, Bank Less
  • Model for corporate culture (Deal & Kennedy, 1982)
    • Tough-guy culture, macho culture: high risks and rapid feedback (software industry, investment banking, management consulting), focus on speed, competitive, conflictive / lack of cohesion
    • Work hard/play hard culture: low risk and quick feedback (sales organizations, office equipment, computers companies), persistence, working to recognize procedures, team-work / quantity v. quality
    • Bet-your-company culture: high risks and slow feedback (oil companies, aircraft manufacturers, capital goods), sense of deliberateness, ritualized decision meetings, top down, respect of authority and technical competence / unreactive
    • Process culture: low risk and slow feedback (banks, insurance companies, public organisations), technical perfection, process-oriented, seniority, positional power / unreactive
  • Occupational identities
    • Occupational/professional identities : Lave and Wenger (1991) note that occupational identity formation is linked to a “situated learning” context where gradual acquisition of knowledge and skills occurs as novices to the occupational milieu learn via participation in everyday social practices within a social community”
    • Occupational community members share a set of values born of common experience and histories, which underpin a sense of distinctiveness from non-members. 
    • Occupational communities are embedded in work practices, both formal and informal
    • The relationship between organizational and occupational identity is complex : organizations often provide the means for expression of occupational identity, the latter reinforces the former, leading to stronger organizational commitment
    • Potential of tension between these identity foci, notably the mobilization of a broader occupational identity in resistance of managerial fiat : the collective norms and values of occupational identity can provide the basis for critiques of organizational change or legitimize alternative organizational narratives that compete with management attempts to create established narratives (McDonald et al. 2006)
    • Dealing with change may be facilitated by an alternative focus on career identity, allowing occupational identity to transcend changes on organizational allegiance
    • Such navigation of change may require individualised projects reorienting identity around embracing flexibility, learning and personal growth
    • Shift from a standardised life course, of relatively stable and predictable trajectories and transitions, towards a life course that is de-standardised, de-institutionalised and increasingly individualised
    • However studies have also shown that change can facilitate the maintenance and even reassertion of the occupational identity (MacKenzie, Marks, 2018)
    • Evidence of collective resources people may call upon for the navigation of life course change, which challenge the assertion that the process is inherently and individualized endeavour
    • Occupational community can provide a continuation of the collective identity and an important source of material support
Power and Politics (P&P)
  • P&P goes hand in hand in creating an atmosphere to influence and direct the changes that take place in organisation: interrelated and interactive
  • Power is the capacity of individuals to overcome resistance on the part to others, to exert their will, and to produce results consistent with  their interests and objectives (Huczynski and Buchanan, 2013)
  • Political behaviour in organisations consists of those activities that are not required as part of an individual’s formal role but that influence, or attempt to influence, the distribution of advantages and disadvantages within the organisation (Robbins and Judge, 2013)
  • Power in organisation
    • Power means being able to influence the behaviour of others, sometimes in a direction which the person or group would not, otherwise, have chosen.
    • Power is a function of relationships. It is not something a person has regardless of what other people are thinking or doing
    • Some people have more knowledge, expertise or resources than others do and, if these are scarce and desired, that peron or group will have more power than others
    • This can be referred as the "elasticity of power"
    • Power to some extent is bestowed upon people by others; it is partly in the eyes of the beholder.
    • While knowledge and resources can give someone power, so can the belief by A that B can exercise power over them.
    • Handy (1993) refers to the "relativity of power" to describe a situation where one person or group perceives another to have power while the second person or group believes otherwise. Handy also notes that power is rarely one-sided.
    • Power is about the potential to influence as well as the actual use of influence
    • Power can be seen as negative when it is characterised by a primitive, unsocialised need to have dominance over submissive others
    • But power is part of organisational life.
    • Buchanan’s research (2008) shows that the experience of politics seems to be frequent, visible and sometimes painful
    • Five behaviours occur frequently: building a network of useful contacts, using key players to support initiatives, making friends with power brokers, bending the rules to fit the situation, and self-promotion
  • Source of power
    • Positional: power invested in a person’s formal position in a hierarchy (ability to decide and implement rules, allocate resources, ask someone to do something)
    • Reward: often linked to positional but also to "gatekeepers", ability to give some sort of reward
    • Coercitive: often linked to positional, the power of forcing someone to do something
    • Expert: power that derives from a person’s skills and knowledge (but these need to be relevant / up-to-date)
    • Referent: power deriving from individual charisma
  • Symbolic power
    • Power that comes from the ability to manipulate symbols comes from the capacity to others the meaning, not of the symbol itself, but of what they stand for
    • Symbolic power is, therefore, the power to manipulate and use symbols to create organisational environments and the beliefs and understanding of others to suit one’s own purposes
    • It includes the use of language, rituals and myths
  • 5 types of power source that developed by French & Raven (1969)
    1. Positional power: vested in the formal position or the legitimate rights of an individual e.g. authority
    2. Coercive: the power to use force or to punish for non-compliance e.g. disincentive
    3. Expert: power derived from skills, knowledge and professional abilities of a person e.g. qualification, know-how
    4. Referent: power derived from informal aspects like respect, experience, admiration e.g. mature leaders
    5. Reward: power to provide incentives, benefits and value to the employees e.g. promotion, bonuses
  • Politics is power in action. There are 7 bases for political plays or tactics including:
    1. Reasoning: logical reasoning, change requires arguments of values and limitation
    2. Assertiveness: forcing or challenging the status quo
    3. Friendliness: listen and communicate with employee on change ideas
    4. Coalition: gang to support ideas of change, teams, groups or support member buy in - pains and gains
    5. Bargaining: collective agreement, compromised position - direction, time span
    6. Higher authority: use the positional power or higher position to assert 
    7. Sanction: punish or provide disincentive for lack of change in culture or behaviour
  • All these techniques needs to be adopted by leaders to change and manage cultures within any organisation
  • Change and the use of power
    • Organisational life is full of occasions when people try to influence how others perceive the world around them.
    • Organisations facing conditions of change are, in many respects, at their most vulnerable to the political actions of those who stand to gain from the change as well as those who stand to lose
    • Any change brings about new organisational uncertainties that will “offer” occasions for organisational actors to position themselves, to promote their views and to gain power
    • In Buchanan’s research (2008), the significance of political behaviour in change is widely acknowledged:
      • 60% agreed that "politics become more important as organisational change becomes more complex"
      • 79% agreed that "politics can be used to initiate and drive usefil change initiatives"
      • 81% agreed that "political tactics can be effective in dealing with resistance to change"
      • 92% agreed that "politics can be used to slow down and block useful change initiatives"
    • Some changes are less problematic than others. Radical change is more likely to bring the greatest conditions of fear and uncertainty.
    • Even so, small-scale, incremental change can upset the balance of power through small but significant redistribution of resources or changes in structure that make the skills or experience of some people more desirable than others.
    • Some types of change challenge the values and beliefs of some of the people involved, or their own goals, and induce en internal state of conflict that, in turn, raises their resistance to change
    • • They will mobilise their resources to pursue strategies that can be
      • Defensive or pro-active
      • Individual or collective
    • These strategies can take different directions
      • Alliance
      • Opposition
      • Negotiation
    • In a change process, there is generally a « change agent » who has the responsibility for planning, implementation and outcome of strategic change
    • Power plays a role in influencing the success of strategic implementation but the relationships between power and success is complex
    • Different types of power are enacted in different ways and the effects of power are mediated by the different implementation processes used.
    • Change is about the capacity to influence and lead, and recognizes other people’s needs to acheive their own goals as well as those of the organisations
Organisational development
  • OD is a “process that helps organisations build the capacity to change and to achieve long term effectiveness.” (Cummings & Wisely 2013)
  • In order for changes to take place, a change agent or change captain is required. He/she(group) needs to identify the timings, abilities and readiness for changes to take place with organisations. E.g. Leader, supervisor, team lead
  • Organization development can be defined as “a process that applies behavioural science knowledge and practices to help organisations build the capacity to change an achieve greater effectiveness (…) OD differs from other planned change efforts, such as project management, because the focus is on building the organization’s ability to assess its current functioning and to achieve its goals” (Cummings & Worley, 2013)
  • It is a soft system for change which emphasises not just the content and control of change but also the process by which change comes about
  • Kurt Lwein (1943) created the force field of change model that is the key in analysis and implementation of change management today. Businesses need to adapt and constantly be agile and flexible to ensure a sustainable change to ensure sustainable competitive advantages
      1. Analysis
        • Change the temperature: unfreezing
        • Urgency of change
        • Purpose of change
        • Value of change
        • Cultural change
        • Forces of change
        • PESTLE
        • VUCA
      2. Action
        • Change movement
        • Commitment to change
        • Implement the change
        • Schedule the change
        • Share challenges of change
        • Institute pace of change
      3. Step 3: Refreezing the change
        • Communicate the change
        • Feedback on changes
        • Participation from employee
        • Create results or short term wins
        • Resistance to change
        • Value
        • Status quo
    • Another model used is the CIPD model of OD. Chartered Institute of Personal Development developed a simple model of 3 stages of change
      • Design: to construct changes based on:
        • Reading the context: internal/external environment
        • Aligning the strategy: culture, direction
        • Delivering radical changes: rapid and fast changes
      • Techniques
        • Movement
        • Training
        • Development
      • Management of change
        • Building trust
        • Voice, dialogue and rethinking
        • Emotions, energy and momentum
        • Small wins and gains
    • Factors for the success of OD
      • Leadership is vital: strong leadership.
      • People’s morale needs to be high for change to take place: emotional stability.
      • Focus on customers, people in organisation
      • Timing/schedule of change is a requirement of success
    • Philosophy and underlying assumptions
      • OD developed primarily in the USA out of a number of different schools of thought and practice that have included applied behavioural sciences, sociology, systems thinking, and psychotherapy. 
      • Kurt Lewin’s work on group dynamics, action research and the consultant-client dynamic, form the early foundations of OD.
      • American psychologists and behaviourists working in the late 1940s and 1950s found that the application of participative methods to small groups led to attitude change, higher performance and greater commitment
      • Abraham Maslow argued for the inherent potential of individuals to pursue ‘self actualisation’, which was more likely to be achieved under conditions of openness and personal recognition. 
      • Organisation theorists like Chris Argyris and Rensis Likert advocated organization-wide participation as a means of motivating individuals and hence achieving greater performance.
      • In the 1960s, the term ‘organisation development’ was introduced as an overarching umbrella for managing and developing the behavioural aspects of people in organisations
      • • The OD approach to change is, above all, an approach that cares about people and which believes that people at all levels throughout an organization are, individually and collectively, both the drivers and the engines of change.
      • Besides, it is based on a number of assumptions regarding people in groups
        • People are in general social beings : they will form formal and informal groups
        • Consequently the work group becomes very important in any attempt at change
      • Groups interact and overlap to form larger organisational systems that, in their turn, influence an organization’s capacity to learn and change
      • • OD acknowledges the systemic nature of organisational life and that changes in one part of the organisation will impact on operations in another part
      • • Any organization is a balance of forces built up and refined over a period of time: proposed change will inevitably change this balance and will almost certainly encounter resistance
    • Common features
        1. OD work is based upon robust diagnosis that uses real data from organisational, behavioural and psychological sources. OD is based on the application and transfer of behavioural science knowledge and practice (such as leadership, group dynamics and work design), and is distinguished by its ability to transfer such knowledge and skill so that the system is capable of carrying out more planned change in the future
        2. OD work is planned and systemic in its focus and takes account of the whole organisation. OD applies to changes in the strategy, structure, and/or processes of an entire system, such as an organisation, a single plant of a multi-plant firm, a department or work group, or individual role or job.
        3. OD is concerned with managing planned change, in a flexible manner that can be revised as new information is gathered.
        4. OD involves both the creation and the subsequent reinforcement. of change by institutionalising change
        5. OD is orientated to improving organisational effectiveness by:
          • Helping members of the organization to gain the skills and knowledge necessary to solve problems by involving them in the change process, and
          • By promoting high performance including financial returns, high quality products and services, high productivity, continuous improvement and a high quality of working life
      • Major stages
        1. Diagnose current situation
          • Data gathering about the organization’s external environment
          • Examination of organizational purposes and goals; organisational structure; recruitment practices, career paths and opportunities; reward structures and practices; organizational culture; prevailing leadership approaches and styles; individuals’ motivation at work, intra and inter-group relationships.
          • Different methods of data collection: questionnaire, interviews, observations
          • Importance to give feedback to staff: develop a vision for change
        2. Gain commitment to the vision and the need for change
          • This includes working at group level of the organization and recognizing the strength of influence of both formal and informal group leaders
          • It is not sufficient merely to inform people of the vision and the necessity for change: make sure to identify the doubts that people have and their fears of what change might mean for them (implications for them: positions and prospects? Status? Power?) but also consider the emotional readiness for change
        3. Develop an action plan
          • Who is going to be the “change agent”: someone from outside the organization? Someone form another part of the organisation? A group of people?
          • Different competencies required: communication, interpersonal skills, negotiation, political awareness, influencing skills, helicopter perspective…
          • The what and where of change: the organisation’s structure and systems need to change and/or the context/relationships needs to change and/or people’s behaviour/culture needs to change
      • Limitations
        • OD does not always face up to harsh realities of change
        • OD is limited when change situations are "constrained", when goals are predetermined and the means of achieving them are to some extent set.
        • OD required some reflection on leadership
        • OD does not work in all national cultures
      Employee engagement
      • Increasing interest in Employee Engagement in recent years – Driven by the MacLeod Report (2009): ‘Engaging for Success: Enhancing performance through employee engagement’
      • CIPD argue that it is the new Employee Relations and defines it as: “being positively present during the performance of work by willingly contributing intellectual effort, experiencing positive emotions and meaningful connections to other” CIPD (2010)
      • “A combination of commitment to the organization and its values, plus a willingness to help out colleagues. Its goes beyond job satisfaction and is not simply motivation. Engagement is something the employee has to offer: it cannot be “required” as part of the employment contract”
      • Unlike notions of industrial democracy, which are rooted in employee rights, employee engagement stems from an economic efficiency argument
      • Reports have argued that a company with highly engaged employees achieves a financial performance four times better than those with poor engagement (less sickness, less turn-over…)
      • It is a concept that places “flexibility, change and continuous improvement at the heart of what it means to be an employee and an employer in a twenty-first century workplace” (Truss, 2009)
      • From conflict to engagement
        • Satisfaction
          • Likes the job or individual aspects of it
          • Is not dissatisfied with terms and conditions
        • Motivation
          • Strives to achieve personal goals
          • Contributes to organisational goals
          • Could be driven by extrinsic motivation
        • Commitment
          • Likes their employer
          • Wants to stay with their employer 
          • Has a sense of belonging 
          • Contributes to organisational goals
        • Engagement
          • Proactively seeks opportunities for wider contribution
          • Willing to go the “extra mile”
          • Is willing to withhold criticism and/or be constructively critical for the good of the organisation
      • Three dimensions of employee engagement
        • Intellectual engagement: the extent to which individuals are absorbed in their work and think about ways performance can be improved
        • Affective engagement: the extent to which people feel positive emotional connections to their work experience and thus with the company
        • Social engagement: the extent to which employees talk to colleagues about work related improvements and change
      • Framework
        • Degree of say that employees have about organisational decisions : information / communication / consultation / co-determination /control
        • Level at which participation takes place: work group, department, plant or corporate level
        • Scope of participations: the topics on which employees can contribute (minor to more substantive issues)
        • Form of participation: direct/ indirect/informal/formal schemes
      • The McLeod report identified 4 key enablers
        • Strategic narrative (leadership)
        • Engaging managers
        • Employee voice
        • Integrity
      • Key enablers of engagement
        • Other research (Purcell, 2010, 2014) finds the following factors are significantly linked to positive commitment for all or most of the eight occupations (WERS survey) :
          • Employee trust in management (all)
          • Satisfaction with the work itself (7 out of 8)
          • Satisfaction with involvement in decision-making at the workplace (6)
          • Quality of relationships between management and employees (5)
          • satisfaction with the amount of pay received (5)
          • Job challenge (5) and satisfaction with sense of achievement from work (4)
      Employee voice
      • The voices and conflict of employees needs to be managed in any organisation change settings e.g. structure, strategy, people, process. CIPD (2010) defines employee engagement as “willingness of employees to contribute to intellectual efforts (cognitive), experience positive emotions (affactive) and meaningful connections (behaviour) to others.” To reduce conflict and resistance to change, we need to move employees and people away from low morale and dissatisfaction into higher motivation platforms to ensure successful engagement
      • MacLeod and Clarke (2009) define Voice as: 
        • “An effective and empowered employee voice – employees views are sought out; they are listened to and see that their opinions count and make a difference. They speak out and challenge when appropriate. A strong sense of listening and of responsiveness permeates the organisation, enabling effective communication”
      • It is about building a culture of participation and involvement
      • Conflict (change) → dissatisfaction → low morale → motivation → commitment → engagement
      • 3 dimensions of employee engagement
        1. Intellectual: engagement in the intelligent, knowledge based space of thinking about work and the ways to improve performance and productivity e.g. thinking and knowhow, think tank, best practice - competitiveness
        2. Affective: positive emotions and connections to work, family, lifestyle and play e.g. self motivation - other motivation
        3. Social: extent employees talk to their colleagues about participation, commitment, feedback and improvements to the work environment with changes that are necessary
      • Employee voice is the opportunity for workers to speak up and evolve effective communication and a sense of listening and involvement
      • The background notion of voice
        • Workers’ control and trade unions: with industrialisation came the rise of trade unions.  In some cases, this was accompanied by a desire for workers to have a say in decision-making at work
        • Co-determination: industrial democracy with union representatives on company main boards.
        • Collective bargaining and joint regulation: trade unions led negotiations focusing on pay and working conditions
        • Joint consultation committees (JCCs): exist in organisations to address issues not covered by collective bargaining. JCCs consist of management and employee representatives. They run in unionised and non-unionised workplaces
        • Information and Consultation  of Employees Regulations 2004 – ICE: Based on an EU Directive, employees in  enterprises with 50 or more employees have  the right to ask for business-related consultation
        • More recently: voice has been associated with the decline of trade unions (see Have Employees Lost Their Voice? Millward et el., 2000, Ch.4).
        • New channels and means of communication arose: such as the rise of social media
      • The key elements of voice
        • Participation: state initiatives which promote the collective rights of employees to be represented in organisational decision-making, or to the consequences of the efforts of employees themselves to establish collective representation in corporate decisions, possibly in the face of employer resistance.
        • Involvement: the foundations of employee involvement (EI) -- represent core principles of total quality management and are a natural extension of effective human resource management practices. Practices which provide employees with the opportunity to influence and where appropriate take part in the decision making on matters which affect them
      • Mechanism of employee voice
        • Upward problem-solving: managers can use a range of techniques to directly tap into employee ideas and opinions to improve work processes, such as:
        • Two-way Electronic media: e.g. e-mail. Increasingly, social media is being used in this way through enterprise social networks (ESNs).
        • Communications: face-to-face discussions between managers and staff for whom they have responsibility; for example, through regular meetings every few weeks.
        • Attitude surveys: questionnaire-based surveys designed to gauge employees’ experiences and views of particular aspects of work.
        • Working groups: employees brought together on a regular or ad hoc basis to discuss specific organisational issues
      • Strategic voice is under-developed in the UK
        • Unions no longer provide routes to collective voice with collective bargaining covering 17% of private sector workforce and membership down to 28% (but more than 50% in the public sector)
        • No signs of a take-up of consultative committees in either union or non-union workplaces. ICE Regulations largely ignored
        • But good evidence that active consultation can be effective as judged by managers and employee representatives
      Emotions
      • The experience of work is saturated with a variety of emotions – from frustration, happiness, anxiety or fear, to an enduring sense of dissatisfaction or commitment
      • Emotions will shape the anticipation, the experience and the aftermath of change
      • Change can create a mix of emotions – simultaneously positive and negative. Change can be a threat or an opportunity, a cause of concern or celebration, surprising or predictable, controlled or uncontrolled
      • Types of emotions during organisational change
        • Emotions can be classified as positive - excitement, enthusiasm, happiness, confidence - or negative – guilt, anger, frustration, sadness, worry, anxiety
        • Positive emotions can stimulate the desire to generate broader ways of thinking, improve decision-making, create an open mind about future possibilities
        • Conversely, negative emotions can create a narrow way of thinking, withdrawal from participating in meetings and decision-making, criticism about future options
        • During organisational change individuals will experience both types of emotions simultaneously. Emotions will vary over time
      • Suppressing and expressing emotions
        • Organisations can shape and control the way that their employees display emotions. Jennifer Talvar (2002) describes how managers in McDonald’s invent ways of stimulating employees’ emotions so that negative feelings are suppressed. For example, managers constantly remind employees to “leave your problems at home”.
        • They shape the way that emotion is to be displayed as well as the labour that goes into making it look good – the emotional labour (Hochschild, 1983)
        • Emotional labour describes when individuals manage their emotions within an organisation in exchange for a salary, to meet the requirements of their job (especially customer-facing jobs)
        • During a change initiative emotional labour may be required by managers and employees who feel the need to hide their feelings about the change in case their expression is construed as an unwelcome form of resistance
        • Such emotional labour can have a positive impact on employees’ performance (increase in sales…) and personal welfare. On the negative side, when there is a disparity between an individual’s felt and displayed emotion, emotional dissonance might occur
        • This can lead to burnout, exhaustion, low job satisfaction, absenteeism and conflict
      • Leading and managing people along a transformational journey demands the ability to recognize how and why people will react emotionally
      • Managing emotions at the workplace places a vital role as changes in organisation takes place. Whether with merger & acquisition, retrenchment, restructuring and rotations. Emotions and anger can affect the morale and mood of the employees in implementing the changes. Emotion is the underlying strong feeling derived from one circumstance, mood and relationship with others. Emotions can be classified as positive, neutral or negative. Moods refers to an affective response that lasts much longer than an emotion (Tice 2019).
      • Emotional intelligence
        • The ability of managers and leaders to recognize and manage emotions in themselves and in other people is known as emotional intelligence (Goleman, 1995).
        • Salowey and Mayer (1990) defines it as “ the ability to monitor one’s own and others’ feelings and emotions, to discriminate among them and to use this information to guide ones’ thinking and actions”
        • It is based on an individual’s own self-awareness. It is not fixed for life and may be improved with suitable training.
        • Part of leading and managing people through change is being able to acknowledge and understand complex and evolving emotions
      • The ability of leaders to recognise and manage emotions of themselves and of other employees during change is a concept of emotional intelligence (EI). Daniel Goleman (1995) developed 4 variables of EI including
        1. Self awareness: self knowledge and esteem
        2. Self management: self control, discipline, monitor
        3. Social awareness: awareness of others and their likes, values
        4. Social skills: relationship, communication, understanding
      • There are various types of emotions and management styles involved in change management process
        1. Emotional labour: the management of feeling towards events, situations and circumstances related to work
        2. Emotional regulation: set of processes where people manage their goal attainment
        3. Reappraisal: to redefine the negative emotions to something positive - cognitive change of thinking
        4. Suppression: inhibiting the expression of emotion (Cross 1999) to internalise and suppress emotions
      • Motivating people to change
        • Different approaches to motivation : intrinsic - satisfaction and pleasure linked to the task/job - or extrinsic. –incentives and rewards outside of an individual
        • Daniel Pink (2011) in his book “Drive” argues that extrinsic motivation is not as potent as managers might think. For him, intrinsic motivation is the main driver for individuals and suggest to consider three main factors
          • Autonomy : people like to be self-directed with a high degree of freedom to decide the direction, methods and circumstances of their work. In a situation of change, managers should then create decision-making opportunities, avoid micromanagement and encourage ownership
        • Mastery: people like to do things well and to get better at doing things they value, so opportunities to grow, develop and excel at their work are motivating. Managers should encourage individuals and teams to improve their skills and knowledge and to support their growth
        • Purpose: people like to feel their work has meaning and value and they will choose to invest in activities they consider worthwhile. Managers should ensure that the purpose of change is communicated clearly and that people understand the purpose and the rationale for change, and that they know how they will contribute towards the purpose of the change
      • Perceptions of justice and fairness
        • Organisational change generates a heightened sensitivity to fairness and justice to how individuals are treated during the process and outcomes of change (Saunders and Thornhill, 2003)
        • Individuals evaluate the fairness of change based on
          • Distributive justice: degree to which the outcomes are perceived as fair
          • Procedural justice: degree of fairness of the formal policies and/or procedures used to decide about the change initiatives
          • Interpersonal justice: degree of fairness of the interpersonal treatment that individuals receive by managers
          • Informational justice: degree of fairness  of the information received

      Theories of Leadership
      • What is leadership and the value of leadership to an organisation: CHANGE & LEADERSHIP, ability of leaders to adapt and change with external macro environment e.g. BA reduces the fleet of 747 sense making e.g. Leadership decision and style
      • Leadership is about understand people (relationship) and followership - DEFINITIONS
      • There are almost as many definitions of leadership as there are persons who have attempted to define the concept (Stogdill 1972). 1 Definition - leadership is an influential relationship among leaders and followers who intend real changes and outcomes that reflect their shared purposes (4 elements - influence, relationship, change, purpose). Leadership is needed today for change to take place. It is different from management which is the principle. Management is about things right while leadership is about the right thing (Gruit 2005) - Companies need leaders because of direction, purpose
      • Leader's view
        • There is nothing more difficult to take in hand, more perilous to conduct, or more uncertain in its success, than to take the lead in the introduction of a new order of things (Machiavelli 1513)
        • The wicked leader is he who the people despise.The good leader is he who the people revere. The great leader is he who the people say, we did it ourselves (Lao-Tzu)
        • The people who are doing the work are the moving force behind the Macintosh. My job is to create a space for them, to clear out the rest of the organisation and keep it at bay (Steve Jobs)
        • We think too small, like the frog at the bottom of the well. He thinks the sky is only as big as the top of the well. If he surfaced, he would have an entirely different view (Mao)
      • This involves 3 important qualities of any successful leadership
        1. Visioning: to create true vision (futuristic in focus), a view or trajectory (direction) for the future e.g. Dream, Goals, Objectives
        2. Communication: share understanding and thought of how changes will be implemented e.g. emotional intelligence, engagement
        3. Inspiration: the abilities to influence and the energy to see to completion of a change e.g. commitment, motivation, morale
      • Model of change leaders, in order for change to take place, at least one model of leadership needs to be adopted
        1. Traits: leadership with specific qualities that are born and not make that are innate e.g. intelligence, integrity, drive
        2. Styles: exhibit one style of leadership including autocratic, democratic, participative, laissez faire
        3. Situational: depends on circumstances and creating dependency relationship on situation and groups
      • Most recent leadership perspectives based on situational leadership (contingency) including TTCS:
        1. Transactional: based on cost, profitability, exchange and market share e.g. bottom line, revenue, value
        2. Transformational: changes (4) and innovation (ideas) as a strategic competitive advantages (SCA) e.g. customers
        3. Charismatic: inspiration, legal performance and energy in transition e.g. charm, change people’s thinking
        4. Symbolic: based on establishing a strong organisational culture of learning and change e.g. rapid evolution in changes and things taking place in organisation
      • The approach adopted depends on 3 factors (WHEN):
        1. Characteristics of the organisation: structure, strategy, type of industry or sector
        2. The task involved: timing, schedule, importance and strategic nature
        3. Followers of the organisation: readiness of followers to change R1 to R4
      • Pitfalls (dark side of leadership)
        1. Ineffective: passive and do not contribute to the organisation goal e.g. inward looking, passive
        2. Destructive: behaviour that prevents goal attainment and have negative connotations e.g. Trump
        3. Negative: range from ineffective to destructive aspects of leadership e.g. bankruptcy
      • Leadership theories
        • Complex
        • Confusing
        • Complicated
        • Contradictory
      • Manager versus leader
        • Focus on now
        • Doing the things right
        • Planning & budgeting
        • Organising & staffing
        • Controlling
        • Limiting risks
        • Driven by rationale
        • Management is about coping with complexity
        • Formal plans, organisational structures & monitoring for results
      • Leader versus manager
        • Focus on future
        • Doing the right things
        • Developing direction
        • Aligning people
        • Energising/inspiring people
        • Taking (calculated) risks
        • Driven by rational and intuition
        • Leadership is about coping with change
        • Vision, communication & inspiration 
      • Trait theory: leaders are born not made
        • Many traits are too obscure or abstract to measure and observe
        • Studies have not adequately linked traits with leadership effectiveness
        • Most trait studies omit leadership behaviours and followers’ motivation as mediating variables
        • The situation is not considered
        • Personality
        • Intelligence
        • Emotional intelligence
      • Leadership style
        • Associated with practical problems of selecting organizational leaders 
        • Certain (trainable?)  behaviour leads to success
        • Classical studies by Lewin (1939; in boys’ camps)
          • Authoritarian
          • Democratic
          • Laissez-faire style
        • Democratic was most successful, especially when leader was not present
        • Cultural transferability of this US American research?
          • E.g., losing face when asking followers to participate
      • Leadership is a social process that involves a “dependency relationship in which individuals surrender their powers to interpret and define reality to others” (Kempster, 2009, p. 43)
      • Situational leadership
        • Leaders match their style to the competence and commitment of subordinates
        • When working with people who are striving to meet your expectations, consistency is crucial
        • If situational leadership is applied to a management situation inexpertly, the result can be visible behavioural inconsistency on the part of the supervisor.
        • Employees may not know what sort of response to expect from the manager from day to day, potentially creating an environment of fear and uncertainty
      • Contingency Approach  
        • Effective leadership behaviour depends on the situation at hand
        • The situation determines who will emerge as a leader
        • Different leadership behaviours are required for different  situations
        • No one best way to lead – different styles, traits or behaviours can all be effective. 
        • Situational or contextual factors help determine best style or behaviour 
        • Leaders (can?) act differently depending on the situation 
        • Most contingency theories are ambiguous, making it difficult to formulate specific, testable propositions
        • Theories lack accurate measures
      • Exchange theories (Grean)
        • Not characteristics, Not behaviour, Not 
        • Perception BUT: Interaction
        • Leader AND follower contribute to a leader-member dyad. 
        • Leader-Member Exchange
          • Respect, trust, mutual obligation 
          • Do leaders treat followers differently?
          • In-group v Out-group
        • Transformational leadership e.g. Bass 
        • Individualised leadership
      • Transaction styles (Burns 1978)
        • Focuses on the exchanges that occur between leaders and their followers 
        • The transactional leaders overemphasize detailed and short-term goals, and standard rules and procedures. They do not make an effort to enhance followers’ creativity and generation of new ideas. This kind of a leadership style may work well where the organisational problems are simple and clearly defined
        • The transactional leaders tend to be highly directive and action oriented and their relationship with the followers tends to be transitory and not based on emotional bonds
        • The theory assumes that subordinates can be motivated by simple rewards. The only ‘transaction’ between the leader and the followers is the money which the followers receive for their compliance and effort
      • Transformational leadership
        • Process of engaging with others to create a connection that increases motivation and morality in both the leader and the follower
        • Leader is attentive to the needs and motives of followers and tries to help followers reach their fullest potential
        • Yukl (1999) took TL to task and many of his criticisms retain their relevance today
        • He noted that the underlying mechanism of leader influence at work in TL was unclear and that little empirical work existed examining the effect of TL on work groups, teams, or organisations
        • Yukl suggested that the theory lacked sufficient identification of the impact of situational and context variables on leadership effectiveness (1999; 2011)
      • Dark side of leadership
        • Ineffective leadership: behaviour that does not contribute to personal or organizational success; e.g. 
          • Passive management-by-exception (Bass & Riggio, 2006)
          • Laissez-faire leadership (Bass & Riggio, 2006)
        • Destructive leadership: behaviour that directly or indirectly prevents organizational and personal goal attainment of followers; e.g. 
          • Abusive supervision (Tepper, 2007)
          • Petty tyranny (Ashforth, 1997)
        • Negative leadership: overarching term including commonly disliked and denounced behaviours ranging from ineffective to destructive aspects (Schilling, 2009)
      • New approach
        • Social identity theory
        • Followership
        • Implicit leadership
      Organisational Change
      • Leading people through changes involves identifying problems and finding solutions to these issues and challenges (NOT ALL SOLUTIONS FIT THE SAME PROBLEM). There are 3 types of problems that occur in organisations - Classifications of issues tackled by LEADERS.
        • Critical: are problems that are short term and tactical and requires a commander to promotion decisions e.g. routine decision that are important
        • Tame: these are operational changes that are medium term in focus and need to have a management to fit the puzzle together e.g. strategy, structure
        • Wicked: these are long term and strategic issues that are true leadership changes that are complex with managing uncertainties and ambiguities of change and have more than one possible solutions .e.g culture, power, politics, employee
      • Problem with change
        1.  Critical problems: commander
            • Portrayed as self-evident crisis; often at tactical level 
              • General uncertainty –though not ostensibly by commander who provides ‘answer’ 
                • No time for discussion or dissent 
                  • Legitimises coercion as necessary in the circumstances for public good 
                    • Associated with Command 
                      • Encouraged through reward
                      • Take the required decisive action, that is to: provide the answer to the problem
                    1. Tame problems: management
                      • Problems as PUZZLES: there is a solution. The puzzle can be complicated but there is a unilinear solution to them: these are problems that management can (& has previously) solved
                      • The problem of heart surgery is a Tame problem. It’s complicated but there is a process for solving it & therefore it has a Managerial solution/answer
                      • Launching a(nother) new product is a tame problem
                      • Management’s role is to engage the appropriate process to solve the TAME problem. Technical leadership (Heifetz, 1994)
                    2. Wicked problems: leadership
                      • Either novel or recalcitrant 
                      • Complex rather than complicated (cannot be solved in isolation) 
                      • Sit outside single hierarchy and across systems - ‘solution’ creates another problem 
                      • They often have no stopping rule - thus no definition of success
                      • Sometimes the solution precedes the problem analysis 
                      • May be intransigent problems that we have to learn to live with
                      • Symptoms of deep divisions - contradictory certitudes 
                      • Have no right or wrong solutions but better or worse developments
                      • Uncertainty & Ambiguity inevitable - cannot be deleted through correct analysis. They are problems for leadership not management
                      • Require political collaboration not scientific processes - role is to ask the appropriate question & to engage collaboration
                      • ‘Life can only be understood backwards, but it must be lived forwards.’ (Soren Kierkegaard, 1813-1855)
                      • If men could learn from history, what lessons it might teach us! But passion and party blind our eyes, and the light which experience gives us is a lantern on the stern which shines only on the waves behind us’ (18/12/1831 Specimens of the Table Talk of by Coleridge)
                  1. OC can be developed in companies through the 8 steps of Kotter change process
                    1. Established a sense of urgency: create a catalyst of change e.g. Driver
                    2. Form a power and coalition: assemble a group of loyal supporters
                    3. Create a vision: a strategic initiative and value forming e.g. Live More Bank Les
                    4. Communicate the ideas: share and engage the vision
                    5. Remove obstacles: to encourage risk taking, remove people obstacle
                    6. Short term wins: generate visible results
                    7. Consolidate the changes: improve with speed and momentum
                    8. Anchor the changes: create a new culture of way of doing things within organisation
                  2. Management: déjà vu. I’ve seen this problem before. I know what process will solve it.
                  3. Leadership: vu jàdé. I’ve never seen this problem before; I need to get a collective view on what to do about this
                  4. Diagnosing change situations
                    • Theories of change have become more convoluted and less valid
                    • We know the processes by which change happens and the content of change, but the conditions for successful change are unique to each situation
                    • Organisational change can be categorized in 3 dimensions: pace, scope or content. There are different types of change, appearing at different levels of an organisation
                    • Planned change can lead to unintended outcomes and change also occurs as an unintended outcome of decisions
                  5. Roles
                    • Fatalists: there’s nothing that can be done; people are selfish. We’re all doomed 
                    • Individualists: we need to facilitate individualism and encourage creative competition, technological innovation and market forces will solve the problem 
                    • Hierarchists: the rules are inadequately enforced; get a disciplinarian in power in charge to sort out Climate Change treaties 
                    • Egalitarianism: we need to re-think our approach to consumption and shift to decentralized and self-sustaining communities 


                  Equality and diversity in leadership
                  • Diversity
                    • Everyone is a unique person. Even though people have things in common with each other they are also different in all sorts of ways. Differences include visible and non-visible factors, for example, personal characteristics such as background, culture, personality, and work-style, size, accent, language and so on.
                    • A number of personal characteristics are covered by discrimination law to give people protection against being treated unfairly. The ‘protected characteristics’ are race, disability, gender reassignment, sex, marriage and civil partnership, pregnancy and maternity, religion and belief, sexual orientation and age
                    • Too much emphasis on the business case and  therefore it is limited in addressing equality issues and discrimination.
                    • Described as “little more than rhetoric”
                    • Woolly and confusing concept which is difficult to operationalise (Taylor 2014)
                    • Corporate American inspired  backlash against equality and positive action
                    • Acceptable diversion away from equality and tackling discrimination
                    • Allows organisations to adopt the most basic policies with little real action
                    • Forgets that discrimination is the outcome of collective wrongs, and is not an under appreciation of individual differences
                    • Most organisations are pyramid-shaped and hierarchical
                    • More diversity at the bottom than there is at the top
                    • More women in the workforce occupying a greater variety of roles
                    • Increased patterns of migration
                    • Differences in birth rates across demographic groups
                    • Ageing population
                  • Diversity specifications
                    • Race/ethnicity
                    • Age
                    • Gender
                    • Disability status
                  • Benefits and limitations
                    • A diverse labour force means that organisations desiring to attract and retain talent will have to recruit from all demographic groups;
                    • Diverse organisations will be better equipped to serve diverse customers;
                    • Diverse organisations will outperform homogeneous organisations because diversity brings a greater variety of information, experience, and perspectives (Jayne & Dipboye, 2004)
                    • There are more people called David or Steve leading FTSE100 companies than there were women or people from ethnic minorities
                    • In April 2018, 8 in 10 companies and public sector companies paid men more than women
                    • The data showed women were being paid a median hourly rate that, on average, was 9.7% less than that of their male colleagues
                    • Nearly two-thirds (61%) of women would take an organisation's gender pay gap into consideration when applying for jobs
                  • This topic looks at the inclusiveness of organisation to changes and especially to gender diversity and diverse workforce within changing organisations.
                  • Organisations needs to change their workforce demographic and high level management
                    1. Race: nationalities, citizenship, religion, secular organisation e.g. GRCs, HDB
                    2. Age: young, mature, older work e.g. retirement age - loyal to organisation
                    3. Gender: role of women in leadership e.g. Better EI, AI as compared to men
                    4. Disabilities: handicap, less or differently abed can assist with organisations
                  • Top management usually has the least represented diverse and inclusive as compared to other levels of the organisation.
                  • Role of women in leadership e.g. % of women in top management 11% changes
                    1. More women today in the workforce occupying a greater variety of roles and tasks e.g. supervisory, managerial
                    2. Ageing population and longer life expectancy of women as compared to men .e.g Singapore 84 year old
                    3. Income gaps between males and females - wide difference (OECD 2019) 13.5% less salary
                    4. More educated and scholarship given to younger women today - literacy rates increasing
                    5. Glass ceiling and multiple commitment and “hats” of women - women have to work harder and have multiple roles
                  • Towards diversity changes - TOWARDS MORE LEADERS
                    1. Break the silence: start a conversation and feedback on change
                    2. Change the story: capture a new milestone, history, narrative
                    3. Measure, manage and report: monitor and test the data and results e.g. affirmative action
                    4. Sponsorships: tap on the power of civil societies and government movements
                    5. “Next UP”: adopt leadership succession that considers women to take over
                    6. Inclusiveness: be open to new ideas and talents in this globalised environment
                    7. Benchmark and collaborate: check against industrial and sectorial standard of recruitment
                  • Barriers in workplace (Graves and Powell, 2008:439-50)
                    • Racism
                    • Sexism
                    • Homophobia
                    • Disablism
                    • Stereotyping
                    • Prejudice
                    • Status characteristics
                    • Social Roles
                    • Prototype matching
                    • Similarity/attraction/social identity
                    • Group composition
                  • Gender equality
                    • Organisational scholarship has been, primarily, a literature written by men, for men and about men: how to gain the cooperation of men to achieve organizational ends through rationality: how to man/age (Calas and Smircich, 1996: 222-3)
                    • Gender  – a basic pillar of organising, given meaning through social structures, practices and processes (Ashcraft and Mumby, 2004: xiv)
                    • Gender as a social construction
                      • Not ‘natural’, static, or pre-existing
                      • ‘The result of human social processes, actions, language, thought and practices’ (Gatrell and Swan, 2008:4) 
                    • Management styles: some argue new styles favour women, others argue this is based on stereotypical view of female and male traits (Contrasting views taken by Wajcman (1998) and Meyerson and Fletcher (2000))
                    • Business case against gender inequity - LePine et al (2002) 
                      • Although inequity can lead to a decline in morale/performance, market alone cannot be relied upon to ‘weed out’ unequal firms (Ngo, Foley, Wong and Loi, 2003) 
                    • Greatest effect of discrimination is at level of  ‘sticky floor’ – poor workers often in the ‘Third World’ countries
                    • Women have made up 50% of workforce in capitalist countries since 1980 but:
                      • Wage differentials have changed little
                      • Effects of glass ceilings, sticky floors, or glass cliffs
                    • Gender harassment a feature of workplace discrimination
                    • An invisible barrier that prevents someone from achieving further success
                    • Metaphor for the phenomenon of women’s promotion to precarious leadership roles
                    • Women as Leaders
                      • Women as credible leaders
                      • Women as Victims
                    • Women as feminine
                      • Women lacking in credibility
                      • Women as their own worst enemy
                    • The dialectics work together to form a discursive pattern framed by a male leadership model that narrates the promise of women leaders, yet the disappointment that they are not men (Elliott & Stead, 2018)
                    • The numbers of women leaders are increasing, yet still women are struggling to gain equity of pay and standing within the workplace
                    • Over recent years, the leadership literature has ostensibly heralded female characteristics and ways of working as important, yet theory and practice continue to adopt masculine values that reify existing power relations as the norm
                    • Policies and procedures within organisations offer a perception of fairness and objectivity while women’s leadership experience remains marginalised and excluded by masculine oriented cultures and a preoccupation with traditional business organisations
                  • Equality in organisation
                    • Leader, Board  and senior management team commitment 
                    • Clear equality strategies with timeframes and objectives
                    • Communicate at every level strategy to the relevant stake holders
                    • Ensure relevant and appropriate behaviours are role modelled by leaders and management
                    • Policies, procedures and practices to include
                      • Recruitment and selection
                      • Positive action initiatives
                      • Training and development
                      • Pay and reward
                      • Change management
                      • Staff engagement 
                      • Culture change strategies
                    • Implicit leadership theories (Schyns & Kiefer, 2012)
                    • Cognitive biases, e.g.:
                      • Anchoring bias: where an individual relies too heavily on an initial piece of information offered (considered to be the ‘anchor’) when making decisions;
                      • Confirmation bias: a tendency to search for, interpret, favour and recall information in a way that confirms one’s pre-existing beliefs
                      • Bias blind-spot: recognizing the impact of biases on the judgment of others, while failing to see the impact of biases on one's own judgment;
                      • Bandwagon effect: the probability of one person adopting a belief increases, based on the number of people holding that belief.
                    • Social constructions of reality (Berger & Luckman, 1966; Elliott and Stead, 2008), reinforced by media representations (Elliott & Stead, 2018; Mavin et al, 2018)
                  • Race and ethnicity
                    • UK ethno-racial minorities under-represented in senior roles; over-represented at lower levels
                    • Differences exist within racial groups on other criteria such as age/disability etc.
                    • Culture as important as racial background in assessing inequities
                    • Value of English language education in promoting mobility (Robinson, 1990) 
                    • Perceptions of situation vary –different groups experience work differently (Moodod et al, 1997) 
                    • Significance of training relative to applications in black applicants (Brief, Dietz, Cohen, Pugh & Vaslow, 2000)
                  • Disability
                    • Definitions vary between countries
                    • Stereotyping and discrimination mean disabled
                      • Have difficulty finding work
                      • Effectively applying their skills and talents
                      • Keeping paid employment (Loprest and Maag, 2001)..
                    • In UK Disability Act covers these areas
                    • Disability increasingly seen as a problem that individuals face in society rather than one that they have
                  • Roles of leadership
                    • Establish high-level corporate/organsational  leadership for equality
                    • Treat all employees fairly at work – respect and support human rights and non-discrimination.
                    • Ensure the health, safety and well-being of all workers. Create and maintain and inclusive work environment.
                    • Promote education, training and professional development for under represented groups
                    • Implement enterprise development, supply chain and marketing practices that empower under represented groups
                    • Promote equality through community initiatives and advocacy.
                    • Measure and publicly report on progress to achieve gender/race/disability equality.
                    • Encourage networking and collaboration with under represented groups
                  • Action of leadership Chartered Management Institute, 2017)
                    • Break the silence
                    • Change the story
                    • Measure it, manage it, report it
                    • Tap into the power of sponsorship
                    • Build diversity through ‘next up’ leadership
                    • Be inclusive and adaptive
                    • Benchmark and collaborate

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