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Organizational Transactional Analysis Diagnosis of organizational structures, prozesses and their elements Understanding Organizational Dynamics Organizational consulting and intervention models Advanced Role Management © 2011 MT-Berater AG • Alle Rechte vorbehalten Nur für den persönlichen Gebrauch bestimmt MT-Berater AG Tel. 0511. 33 11 23 Weißekreuzstraße 18 Fax 33 11 24 30161 Hannover www.mt-berater.ag 1 von 19 Advanced Role Management Dr. Thomas Steinert, MTB AG TSTA-O Dipl.Psych. / Dipl.Verw.Wirt

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Page 1: Organizational Transactional Analysis

Organizational Transactional Analysis• Diagnosis of organizational structures, prozesses and their

elements• Understanding Organizational Dynamics• Organizational consulting and intervention models• Advanced Role Management

© 2011 MT-Berater AG • Alle Rechte vorbehalten Nur für den persönlichen Gebrauch bestimmt

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1 von 19

• Advanced Role Management

Dr. Thomas Steinert, MTB AG TSTA-ODipl.Psych. / Dipl.Verw.Wirt

Page 2: Organizational Transactional Analysis

Our Learning Agenda As A Transactional Our Learning Agenda As A Transactional AnalystsAnalysts

Change Management

needs

organizational thinking

and

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real understanding of the nature of organization ...

Can you freely say ´YES´ to an organization?

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Page 3: Organizational Transactional Analysis

Change Management

needs

organizational thinking

and

real understanding…

Our Learning Agenda As A Transactional Our Learning Agenda As A Transactional AnalystAnalyst

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… on three levels simultaneously /

interlinked …

Organization - Roles - Individuals

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Page 4: Organizational Transactional Analysis

… on three levels simultaneously…

Organization - Roles - Individuals…

and consequently:

Our Learning Agenda As A Transactional Our Learning Agenda As A Transactional AnalystsAnalysts

© 2011 MT-Berater AG • Alle Rechte vorbehalten Nur für den persönlichen Gebrauch bestimmt

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A Triple Intervention Circle

- ´Systemic-fractal´ ´whole organization´

- ´Role-related´

- ´Individually „bull-eyed“´© 2011 Dr. Thomas Steinert • Our Learning

Agenda As A Transactional AnalystsAll rights reserved / Only for personal use

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Page 5: Organizational Transactional Analysis

WhatWhat Are Are ´́RoleRole InterventionsInterventions´́ ??

RoleOrganization PersonRoleOrganization Person

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Four interventions sectors ���� see role model

Structures Role related Personel

Prozesses Interventions

© 2011 Dr. Thomas Steinert • What Are ´Role Interventions´ ?Alle Rechte vorbehalten / All rights reserved / Only for personal use

5 von 19

Page 6: Organizational Transactional Analysis

Role Model For Non-Profit Organizations

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© 2011 Dr. Thomas Steinert • Role Model For Non-Profit Organizations

Alle Rechte vorbehalten / All rights reserved / Only for

personal use

6 von 19

Page 7: Organizational Transactional Analysis

WhatWhat Is Is ´́OrganizationalOrganizational TransactionalTransactionalAnalysisAnalysis´́ ??

TA in Organizations- Persons and relations –

„Qualification of the personell“

Individuals

Business Process

Roles in consultancy

Trainer

Personal CoachFacilitator

Mediator

Supervisor

Team-developerSystemic Coach

TA in Organizations- Persons and relations –

„Qualification of the personell“

Individuals

Business Process

Roles in consultancy

Trainer

Personal CoachFacilitator

Mediator

Supervisor

Team-developerSystemic Coach

© 2011 MT-Berater AG • Alle Rechte vorbehalten Nur für den persönlichen Gebrauch bestimmt

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Functional organizationalElements

TA for Organizations- Organizational elements -

„Qualification of the system“

Business Process

Roles in consultancy

ProjektArchitecCoach

Process Negociator

Process Facilitator

Process Engineer

Functional organizationalElements

TA for Organizations- Organizational elements -

„Qualification of the system“

Business Process

Roles in consultancy

ProjektArchitecCoach

Process Negociator

Process Facilitator

Process Engineer

Thinking in processes leads to realization!

© 2011 Dr. Thomas Steinert • What Is ´Organizational Transactional Analysis´ ?Alle Rechte vorbehalten / All rights reserved / Only for personal use

7 von 19

Page 8: Organizational Transactional Analysis

Elements In The Dynamics Of Structures Elements In The Dynamics Of Structures

Markets

Structure

Culture

Strategy

Organization

OrganizationalDynamics

Learning and

Markets

Structure

Culture

Strategy

Organization

OrganizationalDynamics

Learning and

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People

CultureBusinessProcesses

Personnel

Learning and Psychological

Processes

TA approachesso far

People

CultureBusinessProcesses

Personnel

Learning and Psychological

Processes

TA approachesso far

© 2011 Dr. Thomas Steinert • Elements In The Dynamics Of Structures Alle Rechte vorbehalten / All rights reserved / Only for personal use

8 von 19

Page 9: Organizational Transactional Analysis

Four Types Of Intervention In The Four Types Of Intervention In The StructureStructure--Oriented Organization WorkingOriented Organization Working

1. Process improvement interventions

2. System-based learning interventions

3. Cultural learning interventions

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3. Cultural learning interventions

4. Personal learning interventions

© 2011 Dr. Thomas Steinert • Four Types Of Intervention In The Structure-Oriented Organization WorkingAlle Rechte vorbehalten / All rights reserved / Only for personal use

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Page 10: Organizational Transactional Analysis

Four Operating Four Operating StatiStati Of An OrganizationOf An Organization

1. Pioneer - Phase

2. Change Management - Phase

3. Restructuring - Phase

4. Rehabilitation – Phase

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4. Rehabilitation – Phase

© 2011 Dr. Thomas Steinert • Four Operating Stati Of An OrganizationAlle Rechte vorbehalten / All rights reserved / Only for personal use

10 von 19

Page 11: Organizational Transactional Analysis

The Organizational The Organizational DevelopmentalDevelopmental LoopLoop

Working through overall challenges, linked

individual psychology, role options, functions in

the process

Mental reconstruction of the options of the future

organization and the own position in it

Design of communication and negotiation

processes

´classic coaching´

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Working through of new strategic role dynamics and balance with own

frame of reference

Working through the four organizational learning

options and their conditions of

implementation

First Process Design:

Individual / role-relataed-

organizational

© 2011 Dr. Thomas Steinert • Organizational Developmental Loop

Alle Rechte vorbehalten / All rights reserved / Only for

personal use

11 von 19

Page 12: Organizational Transactional Analysis

StructuralStructural interventionsinterventions Need A ‚Reverse' Need A ‚Reverse' DirectionDirection Diagnosis Diagnosis

Markets

Structure

CultureBusiness

Strategy

Organization

OrganizationalDynamics

Learning and

Markets

Structure

CultureBusiness

Strategy

Organization

OrganizationalDynamics

Learning and

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People- Groups

CultureBusinessProcesses

Personnel

Learning and Psychological

Processes

TA approachesso far

People- Groups

CultureBusinessProcesses

Personnel

Learning and Psychological

Processes

TA approachesso far

We are able to support business with effective people management

© 2011 Dr. Thomas Steinert • Structural interventions Need A ‚Reverse' Direction Diagnosis Alle Rechte vorbehalten / All rights reserved / Only for personal use

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Page 13: Organizational Transactional Analysis

WhatWhat Is The Is The ´́ContractedContracted FieldField´́??

Markets

Structure

CultureBusinessProcesses

Strategy

Contracted Field 3

Markets

Structure

CultureBusinessProcesses

Strategy

Contracted Field 3

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We are skilled project architects and deliver defined processes to improve businesses measureable!

Contracted Field 1

���� Influences

People

Processes

Contracted Field 2Contracted Field 1

���� Influences

People

Processes

Contracted Field 2

© 2011 Dr. Thomas Steinert • What Is The ´Contracted Field´?Alle Rechte vorbehalten / All rights reserved / Only for personal use

13 von 19

Page 14: Organizational Transactional Analysis

The The BalancedBalanced ChangeChange® ® ´́Project CoachProject Coach´́

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© 2011 Dr. Thomas Steinert • The Balanced Change®

´Project CoachAlle Rechte vorbehalten / All rights reserved / Only for personal use

14 von 19

Page 15: Organizational Transactional Analysis

BalancedBalanced ChangeChange® ®

In this book my article on the

previous material is

icluded

And

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state-of-the art – approaches are described

and organizational psychology is

presented in the many case-studies in it.

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Page 16: Organizational Transactional Analysis

Dr.Thomas Steinert: Experiences And Project Examples -selected examples-

HR-strategy-review for a holding• Identification of key persons and -groups• Key-qualification review• Recruitment process

Team starts after a reorganization• More flexible project structures, flatter hierarchy• New roles and new understanding of tasks • Strongly increased internal dependency

Resolving crisis in an IT-projectDe-merger in a mortgage bank

Introduction of Product Life Cycle management

• Customer networking and processes• Project-team consultation• Realization in the teams

Start-Up of a SAP-CoC-Global for an international Logistics company

• Pioneer phase vs strategy options • Core competencies, customer processes

7/24/global• Integration in strategic processes and projects

• Staffing and teambuilding

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Adjustment of affiliates and new market goals implementation

• Conferences for strategy development• Logistics chain review• Accompany strategy deployment• Leadership forums • Controlling and process monitoring

Resolving crisis in an IT-project• Complexity to high • Different strategy options • Tensions in the decision-making-team

Leadership program• New management understanding • New project leading and steering• Mentoren - Coaches

De-merger in a mortgage bank• New market channels• Complex decision-making process • New requirements for team starts • New leadership approaches• Communication process

Introduction of intense employee feedback • New requirements for leaders• New guidance quality • Leadership evaluation • Employee research

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Page 17: Organizational Transactional Analysis

Change management of the introduction of SAP R/3 with simultaneous fusion from three national societies to an entrepreneurial group central Europe in an international surrounding

• Complex subproject structure • Advancement of project architecture • Facilitation of project groups • Strengthened user integration development• Implementation of a master plans Project coaching of the reorganization

of a company for application

360°- Feedback as services development

• More co-operation and customer orientation • New roles and tasks • Leadership as key success factor

• Constructive discussion and controversy culture• Strong adjustment on special customer needs

Multi - Cultural Change advisor of programs

Dr.Thomas Steinert: Experiences And Project Examples -selected examples-

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of a company for application development

• Coaching of the strategy development • Emphasis on global HR integration • Development of project architecture • Cahllenging Kick off - meetings

Multi - Cultural Change advisor of programs for a European company

• Intercultural integration / mediation as goal• Support of change management • Training of the Inhouse Consultants• Professionalization of project managers and

Inhouse coaches

Production Launch for a new automobile• Organize learning of 15.000 employees

Professionalisierung of Inhouse Consultants for a German major bank

• OD - Methodology• Advisor and coaching attitudes • Project supervision

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Page 18: Organizational Transactional Analysis

Change management of the introduction of SAP R/3 with simultaneous fusion from three national societies to an entrepreneurial group central Europe in an international surrounding

• Complex subproject structure • Advancement of project architecture • Facilitation of project groups • Strengthened user integration development• Implementation of a master plans Project coaching of the reorganization

of a company for application

360°- Feedback as services development

• More co-operation and customer orientation • New roles and tasks • Leadership as key success factor

• Constructive discussion and controversy culture• Strong adjustment on special customer needs

Multi - Cultural Change advisor of programs

Dr.ThomasDr.Thomas Steinert: Steinert: ExperiencesExperiences AndAndBackgroundBackground

© 2011 MT-Berater AG • Alle Rechte vorbehalten Nur für den persönlichen Gebrauch bestimmt

MT-Berater AGTel. 0511. 33 11 23

Weißekreuzstraße 18 Fax 33 11 24

30161 Hannoverwww.mt-berater.ag

of a company for application development

• Coaching of the strategy development • Emphasis on global HR integration • Development of project architecture • Cahllenging Kick off - meetings

Multi - Cultural Change advisor of programs for a European company

• Intercultural integration / mediation as goal• Support of change management • Training of the Inhouse Consultants• Professionalization of project managers and

Inhouse coaches

Production Launch for a new automobile• Organize learning of 15.000 employees

Professionalisierung of Inhouse Consultants for a German major bank

• OD - Methodology• Advisor and coaching attitudes • Project supervision

18 von 19

Page 19: Organizational Transactional Analysis

Change management of the introduction of SAP R/3 with simultaneous fusion from three national societies to an entrepreneurial group central Europe in an international surrounding

• Complex subproject structure • Advancement of project architecture • Facilitation of project groups • Strengthened user integration development• Implementation of a master plans Project coaching of the reorganization

of a company for application

360°- Feedback as services development

• More co-operation and customer orientation • New roles and tasks • Leadership as key success factor

• Constructive discussion and controversy culture• Strong adjustment on special customer needs

Multi - Cultural Change advisor of programs

Dr.Thomas Steinert: Working Fields

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Weißekreuzstraße 18 Fax 33 11 24

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of a company for application development

• Coaching of the strategy development • Emphasis on global HR integration • Development of project architecture • Cahllenging Kick off - meetings

Multi - Cultural Change advisor of programs for a European company

• Intercultural integration / mediation as goal• Support of change management • Training of the Inhouse Consultants• Professionalization of project managers and

Inhouse coaches

Production Launch for a new automobile• Organize learning of 15.000 employees

Professionalisierung of Inhouse Consultants for a German major bank

• OD - Methodology• Advisor and coaching attitudes • Project supervision

19 von 19