Category Archives: Meetings-2014

Annual Networking/Social Meeting
and “Gold Elephant Book Exchange”

Meeting Goals:
– Connect: get to know one another better – personally & professionally
– Learn: share knowledge informally during the book exchange
– Enjoy: fellowship + creative responses (and humor) of the game

Please bring a gift-wrapped book that is meaningful to you – perhaps a book from your own library to ‘pay it forward’ or one from a second hand bookstore. Don’t spend a lot of money – it’s the thought that counts!

The game will be similar to a traditional white elephant gift exchange — each person in turn will unwrap a book or ‘steal’ one that someone else has already opened. Unlike ‘white elephants’ (which are often useless), the books are ‘gold elephants’ that will contain some unique nuggets of wisdom when opened (or stolen) by the right recipient! Discovering those golden nuggets will be part of the game as people talk about the books they give (and the ones they get)!

Handout/Procedure for the ‘Gold Elephant Gift Exchange’

Presenter / Facilitator: Jim Jameson

(Please join our LinkedIn Group if you haven’t yet done so, and comment on the discussions.)

Facilitator BIO:
Jim Jameson is a Principal at Noah Consulting LLC (a firm specializing in Master Data Management for the Upstream Oil & Gas industry). His role is to improve the success rate of technology adoption projects, working mainly in the areas of Change Management, Collaboration, and Communications. He believes that focusing on the people side of technology change is the key to improving ROI on transformational ‘IT solutions’.

D/FW OD Network
Annual Program Planning Meeting

Our November Meeting is a facilitated event designed to collectively answer an important question: “What programs do we most want for our 2015 DFW OD Network Monthly Meetings?”

Each of us will have the opportunity to recommend ideas and participate in deciding the topics for our 2015 programming.  So — what topics are most important, meaningful and relevant for you?  Here are some questions to help stimulate your thinking:

(Please join our LinkedIn Group if you haven’t yet done so, and comment on the discussions.)

Schedule for Thursday Evening:
   – 6:30  Networking / Food / Intros
   – 7:00  Announcements / Program
   – 8:45  Closing and evaluation

Meeting Location:
University of Dallas – Art History Bldg, Room 112 *
1845 East Northgate Drive,  Irving, TX  75062   (972-721-5000)
The Art History Bldg is #11 on the campus map.

>> Click for Satellite Map  of the building and parking (with lat/long)

Note: Remember – the back of the Art History building faces the parking lot. Go around to the front of the building, which faces the trees, to enter the building (see map). We are just inside the main glass doors.

Parking: Available in various places across the campus.

Cost: No charge for members ($60/year). $10 for guests.

We look forward to seeing you there!

It’s Not What We Do, It’s Who We Are!  
Daryl Conner  

Whether you consider yourself a project manager, an internal/external OD consultant, or a change management specialist, at the end of the day, we are here to serve people. It doesn’t matter what methodology you subscribe to — what we all have in common is that we ultimately help people navigate through organizational change. Two elements of our work contribute to success:

• What We Do – the concepts, frameworks, processes, and techniques we use

• Who We Are – how we “show up”…the character and presence we bring to our working relationships

Obviously we must be proficient in what to do.  But often overlooked is the “who we are” aspect. Most of our ‘change’ training centers on what to recommend or what activities to engage in, not how to bring forward who we are as practitioners in a way that creates value for clients. Daryl’s presentation will focus on the role of character and presence in facilitating organizational change.  (See his Bio below.)

To Register (on the PMI Dallas website):
  –  Click Register Now here or below.  Continue as “Guest” on the first page.
  –  Select “Non-Member and Guest ($35)” on the second page.
  –  Enter and “Apply” the coupon code OD Net to get a $10 discount
The coupon code will expire on October 7 (2 days before the event!).
The $25 discount price includes networking, a seated dinner and the presentation.

 Click here to Register now! 

Location: 
Crowne Plaza Hotel – North Dallas/Addison
14315 Midway Rd,   Addison, Texas 75001
(Free parking)           Directions 

Schedule for Thursday Evening:
  –  Networking/Registration   5:30 – 6:30 pm
  –  Dining/Table Networking  6:30- 7:00 pm
  –  Speaker introduction  6:55 pm
  –  Program  7:00 – 8:00 pm
  –  Q&A   8:00 – 8:15 pm

Cost:    $25 before October 7  ($35 thereafter)
[ Includes seated dinner, soft drink and dessert. Vegetarian or vegan meals are available — Please order these by Monday before the meeting (see menu).  Our dinner events have been selling out, so please pre-register!  Please bring cash or check if you plan to pay at the door. No admission after 7:00.]
Refund Policy:  Please see the PMI Dallas website for the refund policy. 

About Our Speaker:  Daryl Conner

Daryl Conner is chairman of Conner Partners, an Atlanta-based consulting firm that specializes in transformation implementation. He is an internationally recognized leader in organizational change and serves as an advisor and mentor to senior executives around the globe. He founded ODR®, a training and consulting firm specializing in change management, in 1974. In 2004, he re-launched the company as Conner Partners, incorporating ODR’s tools and methodologies into a larger framework called Strategy Execution.

In more than 38 years of practice, Daryl has worked with many of the most successful organizations in the world, including Fortune 500 companies, government agencies, and nonprofit institutions, to help them achieve the full intent of their most urgent and critically important initiatives. A dynamic public speaker, he has addressed thousands of executives in corporate settings, national conferences, and public programs. His work is built on a strong foundation of research, extensive consulting experience, a master’s degree in psychology, and a deep spiritual focus.

He has authored two books—Managing at the Speed of Change (Random House, 1993) and Leading at the Edge of Chaos (John Wiley & Sons, 1998)—and more than 250 publications, including journal and magazine articles, monographs, book chapters, and videos. Daryl also holds a faculty position on the Masters of Organizational Leadership program (MAOL) at the Center for Leadership Studies. In 2007, Daryl and the firm were honored with the International Spirit at Work award, which is given annually to companies that exemplify a deep commitment to nurturing the human spirit.

 We look forward to seeing you there!

Schedule for Thursday Evening:
  –  6:30 Networking / Food / Intros
  –  7:15 Announcements / Program
  –  8:45 Closing and evaluation

Meeting Location: University of Dallas – Art History Bldg, Room 112 1845 East Northgate Drive, Irving, TX 75062 (972-721-5000) *

Cost: No charge for members ($60/year). $10 for guests.

Speaker BIO — Rita Bailey

When asked, “What do you do”, Rita’s answer is “I help people and organizations create and tell their story”.  She is a founding partner of ExpoSkill, a boutique marketing resource company that provides strategic, innovative, collaborative guidance and support to entrepreneurs, small and mid-size organizations.
 
She is launching Up to Something Internet TV Network this fall, providing a platform for people and organizations to share their stories and information.
  
Her career has been focused on the various components of organizational culture development relative to people development and engagement, leadership, customer and workplace strategy. 
  
She served in several leadership roles during 25 years at Southwest Airlines, including heading the University for People.  After Southwest she became an International Speaker, Consultant, Coach and author.  She served on the ASTD National Board for 4 years and as Chair in 2005.
  
She has also been a contributing developer and facilitator for Executive Education at SMU Collins Center.  During this phase of her life, Rita is focused on creating immersive experiences for individuals and organizations to consciously transition and transform to be their best.

We look forward to seeing you there!

Whether you call it large-scale change, transformational change, or by any other name… the fact is it’s BIG.  It almost doesn’t matter if it’s at an internal individual level or spreading across a 14 hospital system; to those involved, there is no such thing as small change.

Drawing on her 25 years of experience guiding individuals, teams and large corporations through the change process, Dr. Cynthia St. John has identified a handful of key principles that have influenced and refined her approach over time. A core insight has been that most change management models are incomplete, addressing primarily the tactical side of implementing change, which is necessary but not sufficient.

For true transformation to occur, Cynthia contends it’s necessary to move further upstream to consider the strategic side of planned change.  In this session, she will share:
  – 3 key assumptions for change readiness and sustainability
  – 3 strategic decisions for successful large-scale change

Grounded in practical experience, Dr. St. John will explain these factors and share examples of how each has been important in navigating “Big Change” within a changing landscape.

Speaker:  Dr. Cynthia St. John, VP/CLO, Texas Health Resources   (see her  full bio below)

Please join our LinkedIn Group and comment on the discussions.

Schedule for Thursday Evening:
–  6:30  Intros / Networking / Food
–  7:15  Announcements / Program
–  8:45  Closing and evaluation

Meeting Location:  American Airlines Headquarters *
   4333 Amon Carter Boulevard, Center Port 5 (6 Story Building)
   Fort Worth, TX 76155

>> Click for Satellite Map of the building and parking (with lat/long)
Note: Take Hwy 183 to Amon Carter exit; Go south to Sovereign Rd (SW corner).

Parking  is plentiful, free, and very close to the door (see map).  ADA accessible.

Cost:   No charge for members ($60/year).  $10 for guests.

Speaker BIO:   Dr. Cynthia St. John

Cynthia is vice president and chief learning officer for Texas Health Resources (THR), one of the largest faith-based health care delivery systems in the United States, with a workforce exceeding 20,000 employees and a mission to improve the health of the people in North Texas. 

She has 25 years of experience helping individuals, teams, and organizations achieve increasing levels of performance excellence.  She has served as an internal change agent for notable companies including NASA/United Space Alliance and M.D. Anderson Cancer Center, in addition to serving as an external expert for a variety of Fortune 500 companies across diverse industries.

The “true north” of Cynthia’s career has been to faithfully work as a catalyst for positive change – guiding and supporting people and organizations that desire to excel – by aligning vision, values and other core fundamentals with “mission critical” processes to achieve exceptional results.  Within the scope of this work, Cynthia has conducted research, written articles, and delivered domestic and international conference presentations. 

For the past ten years, Cynthia has served on the Board of Examiners for state and national Baldrige programs in support of performance excellence within U.S. organizations and abroad.  Cynthia has received individual recognition as an examiner of the year, and while leading the Journey to Excellence at THR, Texas Health was honored in 2013 as a recipient of the Texas Award for Performance Excellence, the state’s highest quality award.

Organization Design:
By Intent or By Default?

We are ill prepared to handle the organization design challenges of either today or the future.
  
We are faced with an amazingly complex and changing world in which most organizations are designed to solve problems that existed 5 to 10 years ago. We are on organization design autopilot.  We are designing by default, not with intention.
 
So how do we get out of default mode and begin to intentionally design our organizations to achieve the outcomes the world needs?
 
In this discussion we will examine some basic concepts about the organizational environment we inhabit and several approaches and sets of principles that people are using to imaginatively approach our organization design challenges.  Examples will come from healthcare, oil and gas, education, manufacturing, high-tech, and the not-for-profit sectors.  These will not be glib, flash-in-the-pan, fad-bound solutions.  They will be organization design elements and approaches that you will need to thoughtfully consider as you dive in to your challenges.
  
You will walk away with some concepts with which you can weave an approach to organization design and several tangible actions that may help you wrangle the wild organization design dawgies that are in your corral, pasture, or the wide open prairie.  And you will craft a learning agenda for yourself that can carry you into a well designed future.  

Please join our LinkedIn Group if you haven’t yet done so, and comment on the discussions.

Schedule for Thursday Evening:
– 6:30 Networking / Food / Intros
– 7:15 Announcements / Program
– 8:45 Closing and evaluation

Meeting Location: University of Dallas – Art History Bldg, Room 112
1845 East Northgate Drive, Irving, TX 75062 (972-721-5000) *

Cost: No charge for members ($60/year). $10 for guests.

Speaker BIO — Peter Jay Sorenson

Pete is an independent strategic organization design and change management consultant, coach, social entrepreneur, university instructor, and ethicist.

Pete’s recent focus has been on using innovation to create economic and social self-reliance for individuals, families, and organizations in both the developing and developed world. His current clients are mainly from the healthcare and oil and gas sectors.

He earned his Bachelor’s Degree in the Behavioral Sciences at the University of Washington (1976) and his Master’s Degree in Organizational Behavior from Brigham Young University (1979). The Institute of Management Consultants awarded Pete the Certified Management Consultant® (CMC®) designation in 2002.

In August of 2013 Pete was given the prestigious “Sharing the Wealth Award” from the Organization Development Network for “generosity of knowledge, mentorship of others, and empowerment of communities.”

We look forward to seeing you there!

Interested in improving organizational performance within your firm?  Then try Human Performance Technology.  HPT enables the development of performance-based solutions using a systematic, measurable and reproducible methodology.

– Learn the primary concepts and principles that underlie HPT.
– See how an HPT model unites these principles under a common process.

Case studies will demonstrate how HPT addresses the business case by linking business goals to human performance, diagnosing performance gaps, identifying root causes of performance deficiencies, and aligning solutions.

Presenter: John H. Cox, Ed.D. CPLP    Founder, Cox Learning Group
  (see John’s full bio below)

Please join our LinkedIn Group and comment on the discussions.

Schedule for Thursday Evening:
  – 6:30 Intros / Networking / Food
  – 7:15 Announcements / Program
  – 8:45 Closing and evaluation

Meeting Location:  American Airlines Headquarters *
4333 Amon Carter Boulevard, Center Port 5 (6 Story Building)
Fort Worth, TX 76155

>> Click for Satellite Map of the building and parking (with lat/long)
Note: Take Hwy 183 to Amon Carter exit; Go south to Sovereign Rd (SW corner).

Parking  is plentiful, free, and very close to the door (see map).  ADA accessible.

Cost:   No charge for members ($60/year).  $10 for guests.

Speaker BIO:   John H. Cox, Ed.D. CPLP

Over his career, John has been an active practitioner of Human Performance Technology (HPT). He finds it an indispensable tool for solving performance problems related to employee selection, learning initiatives, and employee retention.

He moved to Dallas after receiving his Doctorate of Education from North Carolina State University to become Corporate Manager of Training and Development for The Southland Corporation. After many years at Southland John moved to ClubCorp as Director of Education. He formed the Cox Learning Group in 1994.

John has published for ASTD Journal and Training Magazine on the topic of Learner Controlled Instruction. His approach to Job Aid development was published in the ASTD Handbook for Technical and Skills Training. He has taught at East Carolina University, UTD, UNT, and the University of Dallas.

John facilitated ASTD’s HPT certificate program and Certified Professional of Learning and Performance (CPLP) Review workshop.

His research “New Ideas for Retaining Store Level Employees” won the ASTD Excellence in Research to Practice award.

OD in Healthcare:
Leading Change on a Changing Landscape

Tonight’s program will provide some examples of current initiatives in OD at several local healthcare organizations – Parkland Health & Hospital System, Children’s Medical Center, and UT Southwestern Medical Center – and reflection on the impact of changes in the healthcare industry on the people and organizations we serve.

Denise Renter from Children’s will present “Engaging Staff through Cascading goals”, overviewing the challenges associated with aligning and cascading meaningful goals to the patient-facing Nurse in the 24×7, 365 days/year world of a Hospital.  The robust process empowers front-line staff to contribute to the strategies required to move the needle on critical Patient Satisfaction and Quality Outcomes.

Glen Earl from Parkland will present “Large Scale Culture Change: The Challenges, Fun, Joy and Disappointments” addressing how OD helped various units at Parkland working together to achieve accreditation with CMS and now preparing to expand and move into their new world-class facility in 2015.

Ben Dilla from UTSW will present “Learning Programs – Large & Small,” an overview of the Academy of Career Enrichment (ACE) that brings all learning– classroom courses, e-learning, and online resources – under one umbrella to enhance visibility and opportunity for all employees, and examples of how ACE resources are being used in OD activities with individuals, teams and departments at UTSW.

Following these short presentations on some of their current work, our three presenters will discuss changes in healthcare – and their implications for OD – and answer your questions.

Schedule for Thursday Evening:
– 6:30 Networking / Food / Intros
– 7:15 Announcements / Program
– 8:45 Closing and evaluation

Meeting Location: University of Dallas – Art History Bldg, Room 112
1845 East Northgate Drive, Irving, TX 75062 (972-721-5000) *

Cost: No charge for members ($60/year). $10 for guests.

Panelist BIOs:

Denise Renter is Senior Consultant, Organizational Learning & Development in The Learning Institute at Children’s Medical Center. She has 30+ years of experience in consulting and internal roles, spanning Finance, Information Technology, and Organization Development.  Her previous experience includes Celanese Chemical Company, FedEx Office and JCPenney. She holds an undergraduate degree in Accounting and an MSOD from Pepperdine University.  Denise serves the Nursing Division representing 2700 leaders and staff.  Engaged in organization design, leadership and team development, change management and employee engagement, she is honored to work in Leadership & OD in support of the mission “to make life better for children”.

Dr. Glen Earl has 20 years’ experience in Leadership and Organization Development. He is an OD Consultant at Parkland Hospital. One major project he is working on is Learning Oversight for all training for the move to the new hospital. This includes facilities, technical, process and change management. The second project is creating Parkland Academy, with Centers of Excellence in Organizational Culture, Leadership, Operational Excellence, Teams and Professional Development.

Ben Dilla is Asst. Director of Organizational Development at UT Southwestern Medical Center. Ben has 30+ years of experience in OD as a behavioral scientist (internal OD consultant) for the US Air Force, external consultant for PDI Ninth House (now Korn Ferry), and manager of Training & Development teams for several local organizations. He earned his MS & PhD in Industrial & Organizational Psychology from Purdue University. Ben leads a team of four OD consultants engaged in executive coaching, team building, organizational design and change management to support and enhance UTSW’s three-fold mission of education, research, and patient care.

We look forward to seeing you there!

Developing Leadership for All Seasons

This evening, our program will focus on how to “grow” leaders for all seasons:

   – Spring (prepare soil, plant, nourish, and protect)

   – Summer (carefully manage prudent growth, prune constantly)

   – Autumn (harvest what is ripe “but not before its time,”
evaluate and adjust, begin planning for next “season”)

   – Winter (rest, replenish, complete planning, begin preparations)

Come kick off the new year and participate in a lively discussion about the core competencies our speaker has identified from multiple sources of past and current thinkers and practitioners on the topic of leadership development. AND we will see how these competencies align with the metaphor of an “all seasons” approach to developing leaders!

Schedule for Thursday Evening:
  –  6:30  Networking / Food / Intros 
   –  7:15 Announcements / Program
   –  8:45 Closing and evaluation

Meeting Location: American Airlines Headquarters *
4333 Amon Carter Boulevard, Center Port 5 (6 Story Building)
Fort Worth, TX 76155

>> Click for Satellite Map of the building and parking (with lat/long)
Note: Take Hwy 183 to Amon Carter exit; Go south to Sovereign Rd (SW corner).

Parking is plentiful, free, and very close to the door (see map). ADA accessible.

Cost: No charge for members ($60/year). $10 for guests.

We look forward to seeing you there!

Based on his experience and travels of late, Dan will discuss what he has found — i.e. that   (A) there are two key factors regarding change: Driving Commitment and Embedding Behavior,  and   (B) all other aspects of successful change fall under these two categories.

Dan will also be discussing the 21st Century perspective on the Kotter 8 Steps in light of the work that he has been doing over the last several years with people around the world, as well as the myth that transformations fail 70% of the time.

Presenter:  Dan S. Cohen, Principal, Deloitte Consulting LLP
(see Dan’s full bio below)

(Please join our LinkedIn Group and comment on the discussions.)  

Schedule for Thursday Evening:
  – 6:30 Intros / Networking / Food
  – 7:15 Announcements / Program
  – 8:45 Closing and evaluation

Meeting Location:  American Airlines Headquarters *
4333 Amon Carter Boulevard, Center Port 5 (6 Story Building)
Fort Worth, TX 76155

>> Click for Satellite Map of the building and parking (with lat/long)
Note: Take Hwy 183 to Amon Carter exit; Go south to Sovereign Rd (SW corner).

Parking  is plentiful, free, and very close to the door (see map).  ADA accessible.

Cost:   No charge for members ($60/year).  $10 for guests.

Speaker BIO:

The Parkland Hospital and Healthcare System has been under fire for some time now — a typical DMN headline: “Do-Or-Die Inspection Underway At Parkland.”  But now a new CEO is coming onboard. His comment: “I am impressed with employees’ willingness to talk about the facility’s regulatory problems”.

You will be hearing from and talking with the “change agent” that helped bring this about. His story is both interesting and insightful. We hope you will join us for a very special evening!

Presenter
Jim Dunn, PhD, DHA
Executive Vice President and Chief Talent Officer
Parkland Health & Hospital System

 (Please join our LinkedIn Group and comment on the discussions.)

Schedule for Thursday Evening:
– 6:30 Intros / Networking / Food
– 7:15 Announcements / Program
– 8:45 Closing and evaluation

Meeting Location:American Airlines Headquarters *
4333 Amon Carter Boulevard, Center Port 5 (6 Story Building)
Fort Worth, TX 76155

>> Click for Satellite Map of the building and parking (with lat/long)
Note: Take Hwy 183 to Amon Carter exit; Go south to Sovereign Rd (SW corner).

Parking is plentiful, free, and very close to the door (see map). ADA accessible.

Cost: No charge for members ($60/year). $10 for guests.

Facilitator BIO:  Jim Dunn is the Executive Vice President and Chief Talent Officer for Parkland Health and Hospital System in Dallas, Texas. Jim serves as the principal strategist and architect for development and implementation of strategies for the Talent Management life cycle for Parkland.

Jim served as the Executive HR and Learning executive for the Office of Learning and Performance Development for the Cleveland Clinic, the Chief Learning Officer with Texas Health Resources and the National Vice President, Human Resources and Talent Retention Strategy for the National Home Office of the American Cancer Society in Atlanta

His most recent book, “Unintended Consequences: How Healthcare Reform Can Save Strategic HR,” is currently in press and due out in spring, 2014 under Charles Pinot publishing.

We look forward to seeing you there!

Program Change

Dear Colleagues — We’ve had a slight change of plans for tonight’s meeting due to the fact that our planned speaker, Bob Morris is ill.  (His doctor insists on bed rest, and we probably don’t want to catch what he has anyway!)

So, demonstrating our organizational agility we are making a pivot!   We will have two discussions, balancing time between them based on your interest and participation:   

A. Follow Up to November Planning Meeting – The Program Calendar

Jeff Bracken will bring the materials from our November planning activity and help us finalize the schedule for the rest of 2014.  We will benefit from additional input and you’ll get a sneak preview of things to come!   We will also discuss the dynamics of our Self-Directed Work Team approach.

B. Senior Practitioners Forum!

This is always a popular activity — those in attendance will pose issues and dilemmas they are running into in their work and we will form small consulting/discussion teams and wrestle those issues to the ground.  Pete Sorenson and others will lead this.

Join us for a great evening of interaction, learning, and networking!   (And we’ll have plenty of food!) 

Please let us know if you are not able to make the meeting.   Thanks – see you there!

Schedule for Thursday Evening:   –  6:30  Networking / Food / Intros    –  7:15  Announcements / Program –  8:45  Closing and evaluation 

Meeting Location: University of Dallas – Art History Bldg, Room 112     1845 East Northgate Drive,    Irving, TX 75062     (972-721-5000)   *

Cost: No charge for members ($60/year). $10 for guests.

We look forward to seeing you there!