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A positive w ork clim ate can account for nearly 30 percent of im provem ents in financial results. A bsenteeism, unm et perform ance objectives, lack of initiative, reduced interest are signs that a w ow climate m ay be less than optim al. M anagers can often turn their w ok groups around by applying leadership and m anagem ent practices that prom
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Tarea 7Creating a Work Climate That Motivates Staff and i
A positive w ork clim ate can account for nearly 30 percent of im provem ents in financial results. A bsenteeism, unm et perform ance objectives, lack of initiative, reduced interest are signs that a w ow climate m ay be less than optim al. M anagers can often turn their w ok groups around by applying leadership and m anagem ent practices that prom
A positive w ork clim ate can account for nearly 30 percent of im provem ents in financial results. A bsenteeism, unm et perform ance objectives, lack of initiative, reduced interest are signs that a w ow climate m ay be less than optim al. M anagers can often turn their w ok groups around by applying leadership and m anagem ent practices that prom
MANAGEMENT STRATEGIES FOR IMPROVING HEALTH SERVICES
2002 Volume 11 Number 3 THE Creating a Work Climate That Motivates Staff and Improves Performance In This Issue EditorsN ote H EA LTH M A N AG ERS A RE U N D ER PRESSU RE to achieve sustainable results. To m eet this challenge, m anagers m ust develop high-perform ing w ork groups and cultivate a positive w ork clim ate that fosters staff m otivation. A positive w ork clim ate encourages and sustains staff m otiva- tion. In fact, experience in industry has show n that a positive w ork clim ate can account for nearly 30 percent of im provem ents in financial results. H ow can the findings in industry be used to im prove em ployee m otivation and organizational results in the health sector? M anagers can often sense w hen the w ork clim ate is affecting staffs perform ance. A bsenteeism , unm et perform ance objectives, lack of initiative, and reduced interest in their w ork or organization are signs that a w ork clim ate m ay be less than optim al and that staff m ay be holding back the discretionary,or extra, effort they could bring to their jobs. M anagers can often turn their w ork groups around by applying leadership and m anagem ent practices that prom ote on-the-job clarity, support, and challenge. TH IS ISSU E O F THE MANAGER outlines the connections betw een w ork clim ate, em ployee m otivation, and perform ance. It describes how m anag- ers can assess the clim ate in their w ork group and show s how they can use the results to m ake changes in leadership and m anagem ent prac- tices that w ill m otivate their group to do the best w ork possible and im prove results. Recognizing the Impact of Climate on Motivation and Performance......................... 2 W hat Experts H ave D iscovered about W ork C lim ate.........................................................3 Understanding the Managers Role in Influencing Work Climate................................ 3 Factors Influencing W ork C lim ate ..............4 U nderstanding W hat M otivates Em ployees...............................................................5 External and Internal M otivation .................5 Focusing on D eveloping a M otivating W ork C lim ate.........................................................6 Research Findings on the Effects of Engaged W ork G roups...................................6 Improving Climate in Your Work Group through Good Leadership and Management.............................................................. 7 Indications of Low M otivation and Perform ance ...........................................................7 U nderstanding Three Key D im ensions of C lim ate .....................................8 Working SolutionsNicaragua...................... 9 Assessing Work Group Climate................. 10 How toApply the Work Group Climate Assessment ...........................................10 The W ork G roup C lim ate A ssessm ent Form .........................................................................12 A nalyzing the G aps.........................................13 Taking Action to Improve Your Work Groups Climate....................................................14 Leadership and M anagem ent Practices for Im proving W ork C lim ate .......................15 Working SolutionsWorldwide...................18 C ase Study The N G O H ealthy Fam iliesIm proves Its W ork C lim ate MA N A G E R Vol. 11, No. 3, 2002 THE 2 E d ito ria l R e v ie w B o a rd D r. A lfre d o A ri e z , JHPIEGO, Bolivia D r. M e d B o u z id i, International Planned Parenthood Federation, London D r. B o rb a la K , SECS, Romania A b u S a y e e d , TAI, Bangladesh C e licia S e re n a ta , Department of Health, South Africa D r. E n riq u e S u re z , The Mexican Federation of Private Health and Community Development Associations D r. A . B . S u la im a n , Planned Parenthood Federation of Nigeria S ix te Z ig iru m u g ab e , USAID, Mali Fie ld A d v iso r D r. E l o n o re R a b e la h a sa , PRISM, Guinea Subscriptions to The Manager are $15 per year in North America, Western Europe, J apan, and Australia; in all other areas the publication is distributed free of charge. Postmaster: Send address changes to: 165 Allandale Road, Boston, MA 02130-3400 USA. E d ito rial D ire cto r Fo u n d in g E d ito r Janice M iller Janice M iller Janice M iller Janice M iller Janice M iller Jam es Jam es Jam es Jam es Jam es W olff W olff W olff W olff W olff E d ito r C o n su ltin g E d ito rs C laire C laire C laire C laire C laire Baham on Baham on Baham on Baham on Baham on Susanna Binzen Susanna Binzen Susanna Binzen Susanna Binzen Susanna Binzen A nn Buxbaum A nn Buxbaum A nn Buxbaum A nn Buxbaum A nn Buxbaum Saul Saul Saul Saul SaulH elfenbein H elfenbein H elfenbein H elfenbein H elfenbein C ase S tu d ie s D e sk to p P u b lish in g Laura Lorenz Laura Lorenz Laura Lorenz Laura Lorenz Laura Lorenz C eallaigh Reddy C eallaigh Reddy C eallaigh Reddy C eallaigh Reddy C eallaigh Reddy We b E d itio n s D istrib u tio n A lex Berm udez A lex Berm udez A lex Berm udez A lex Berm udez A lex Berm udez Sherry Sherry Sherry Sherry Sherry C otaco C otaco C otaco C otaco C otaco Luc-Bernard Luc-Bernard Luc-Bernard Luc-Bernard Luc-Bernard V al V al V al V al V al The Manager (ISSN 1060-9172) is published quarterly by Management Sciences for Health. This publication does not represent official statements of policy by MSH or its donors. 2002 Management Sciences for Health. All rights reserved. Recommended citation: Management Sciences for Health. Creating a Climate that Motivates Staff and Improves Performance The Manager (Boston), vol. 11, no. 3 (2002): pp. 122. M S H P u b licatio n s M an ag e m e n t S cie n ce s fo r H e alth 1 6 5 A lla n d a le R o a d B o sto n , M a ssa ch u se tts 0 2 1 3 0 -3 4 0 0 U S A P h o n e : 6 1 7 .5 2 4 .7 7 9 9 F a x : 6 1 7 .5 2 4 .2 8 2 5 E -m ail: b o o k sto re @ m sh .o rg We b site : www.m sh .o rg This issue was published with support from the US Agency for International Development through the Management and Leadership Program under cooperative agreement HRN-A-00-00-0014-00. MA N A G E R THE Recognizing the Impact of Climate on Motivation and Performance Health managers at all organizational levels are responsible for producing sustainable resultsstrengthening institutional capacity, expanding access to health care, and improving the quality of services. They are asked to en- hance organizational, programmatic, and financial sustainability. They strive to reduce health risks, morbidity, and mortality in their communities. While they face multiple challenges to producing results, they cannot adequately face these challenges and achieve results by themselves. They must rely on the efforts of their staff and colleagues, day in and day out. Most managers who have achieved results recognize how much their achievements are due to a group effort involving staff members. Perhaps these staff members contributed to a particular project or to a community faced with overwhelming social and economic needs. Perhaps they gener- ated new ideas or helped to improve a management system. Maybe they simply stayed committed to their work under difficult conditions. Overall performance is apt to be strong and sustained when both man- agers and staff are motivated. They are committed to the mission of their organization and work energetically to carry it out. They show up, take re- sponsibility, cooperate with others, and follow through. Highly motivated employees willingly address challenges, innovate, take risks to make things happen, and achieve results. In contrast, unmotivated employees often do not appear at work, fail to reach performance targets, and may even offend clients. They may be uninterested in or opposed to new ideas or processes, engage in staff conflicts, and communicate poorly with others at the work- place. Staff motivation to perform well is influenced by many factors, includ- ing the climate in an organization. People think of climate as related to weather conditions that affect their outdoor activities, but they may not have considered the climate of their workplace and its effect on their productivity. W WW WW ork clim ate ork clim ate ork clim ate ork clim ate ork clim ate is the prevailing w orkplace atm osphere as experienced by em ployees. It is w hat it feels like to w ork in a place. Leadership and m anagem ent practices that provide clarity, support, and challenge contribute to a positive w ork clim ate. A positive w ork clim ate increases the discretionary effort,or level of extra effort, that em ployees exert above and beyond job expectations. A positive w ork clim ate leads to and sustains em ployee m otivation and high perform ance. Research has shown that work climate significantly affects employees de- sire to learn and apply material, and ultimately affects results. For this rea- son, it is critical that managers learn ways to improve a less than optimal work climate. Improving the work climate is the responsibility of health managers at all levels who oversee employees on a day-to-day basis, from the executive director of an organization or program to the leader of a team Creating a Work Climate That Motivates Staff and Improves Performance 3 What Experts Have Discovered about Work Climate of providers in a small clinic. All managers, even those working in extremely resource-poor environments and in large, demoralized organizations can produce better results if they strive to improve the work climate. This issue of TheManager can help managers who supervise groups of employees to increase motivation and performance by improving the work climate in their group. It presents a way to assess work climate and offers leadership and management practices that managers can use on a daily basis to improve climates that demotivate employees. These practices focus on key factorsclarity, support, and challengethat create a motivating work climate. This issue was written by Sarah J ohnson and Greg Rodway of the Management and Leadership (M&L) Program of Management Sciences for Health (MSH). Sarah J ohnson, a Senior ProgramAssociate, has imple- mented leadership development programs that focus on improving work climate and organizational results. Greg Rodway, a Senior ProgramOfficer, has used his years of experience in management assessment to de- velop and fieldtest the Work Group Climate Assessment. W hen w e looked at the im pact of clim ate on financial resultssuch as return on sales, revenue grow th, efficiency, and profitabilityw e found a direct correlation betw een the tw o. That is not to say that organizational clim ate is the only driver of perform ance. Eco- nom ic conditions and com petitive dynam ics m atter enorm ously. But our analysis suggests that clim ate accounts for nearly a third of the results. And that is sim ply too m uch of an im pact to ignore.(G olem an 2000, p. 82) An analysis of data on 3,781 executives, correlated w ith data from clim ate surveys filled out by those w ho w orked for them , suggests that 50 to 70 percent of em ploy- eesperception of w orking clim ate is linked to the characteristics of the leader. (G olem an 2001, p. 42) W hat the boss of a w ork group does is the m ost im portant determ inant of clim ate. The bosss behavior drives clim ate, w hich arouses m otivation. And aroused m otivation is a m ajor driver of bottom -line perform ance.(Stringer 2002, p. 99) Leaders can sustain perform ance im provem ents by creating a clim ate that m otivates, develops, and retains talented people.(W atkins 2000, p. 13) C LIM ATE AFFEC TS PERFO RM A N C E M AN AG ERS IN FLU EN C E C LIM ATE Understanding the Managers Role in Influencing Work Climate An organizations work climate is affected by many fac- tors inside and outside an organization: the organizations history, culture, management strategies and structures, and external environment, as well as in- ternal leadership and management practices. As the manager of a group of employees, you can control some of these factors (such as your own management and leadership practices), but not others. The following dia- gram can help you understand those factors that you can influence. The left column at the bottom of the box indicates the factors over which all managers have some control. The right column lists factors that may beyond a managers influence unless he or she holds a very in- fluential position. For example, management systems areoneof thefac- tors that managers havesomecontrol over. Managers need to pay attention to systems, processes, and policies that facilitatework getting donein theorganization. If systems are overly bureaucratic and inefficient, both managers and end-users need to periodically evaluate them to seehow they can makethem effective, helpful, and easy for staff to use. MA N A G E R Vol. 11, No. 3, 2002 THE 4 Factors Influencing Work Climate Leadership practices Leadership practices Leadership practices Leadership practices Leadership practices providing vision, living organizational values know ing staff aspirations, skills, and interests focusing staff attention on critical challenges aligning w ork w ith skills and interests, m otivating team w ork recognizing accom plishm ents; and inspiring confidence in staff M anagem ent practices M anagem ent practices M anagem ent practices M anagem ent practices M anagem ent practices w ork group com m unications, inclusion in decision m aking w here appropriate revisions of job descriptions im provem ents in planning, policies, proce- dures, w ork planning supervision and feedback, including perfor- m ance review s, and job recom m endations the organizations m anagem ent system s, or procedures and processes that affect both tasks and the flow of inform ation, and the w ork system s that affect efficiency and em ployee satisfaction. Factors All Managers Can Influence Factors beyond the Control of Most Managers O rganizational history O rganizational history O rganizational history O rganizational history O rganizational history organizational experience w ith success and failure its experience w ith incentives, sanctions, and consequences its reputation in the com m unity O rganizational culture O rganizational culture O rganizational culture O rganizational culture O rganizational culture values, beliefs, traditions, and assum ptions shared by em ployees, w hether expressed or unexpressed the w ay w e do things around here M anagem ent strategy M anagem ent strategy M anagem ent strategy M anagem ent strategy M anagem ent strategy approaches related to job opportunities and grow th that help an organization m eet its goals M anagem ent structure M anagem ent structure M anagem ent structure M anagem ent structure M anagem ent structure defining roles and responsibilities addressing policies regarding rew ards and prom otions External environm ent External environm ent External environm ent External environm ent External environm ent the broader context in w hich the organization operates. Prevail- ing disease patterns, political and econom ic conditions, regula- tions, processes of health sector reform , donor priorities, com petition, and an organizations reputation in the com m unity add pressures on staff to perform . available w orkforce skills, salary expectations, cultural and gender barriers, and the condition of roads and public transportation. These m ay restrict the pool of potential em ployees, possibly requiring a stronger focus on developing and retaining staff. Creating a Work Climate That Motivates Staff and Improves Performance 5 understand what motivates employees; focus on developing a motivating work climate. Understanding What Motivates Employees As a manager, you need to create conditions that will en- courage employees to perform. To find out what that means, reflect for a moment on your own experience. Have you ever been a member of a high-performing teamin an organization? What motivated you and your colleagues to performwell? Or, if you have ever been part of an unmo- tivated teamor organization, what held you back? How did it affect your performance and that of your colleagues? Motivation is the energy to do something. Each per- son has motives, needs, and reservoirs of energy that represent potential motivators. As a manager, your task is to discover your employees motivations and help un- leash their energy. Then you can direct their energy into productive work. It is also critically important for you to understand more about your own sources of mo- tivation. Part of the capacity to create a positive work climate comes from learning to choose the leadership practices and management styles you use rather than allowing yourself to be solely directed by your natural inclinations. To understand motivation, you need to pay attention to both its external and internal forms. External and Internal Motivation EXTERN AL M O TIVATIO N External m otivation involves using m otivators that com e w ith a job, for exam ple, pay, benefits, office space, and safety. A dangerous w orksite or pay at survival level dem otivates m any em ployees. External m otivation can also include giving positive feedback and recognition, often constructive m otivators. Internal m otivation com es from w ithin an em ployee. It can be influenced by the feeling that a supervisor cares about her or him as a person, and opportunities for grow th, advancem ent, recognition, and responsibility. Think back for a m om ent to your ow n experiences as a m em ber of a high-perform ing team . W hat w ere som e of your internal m otivators? W ere they related to the satisfaction of innovating and creating a new approach, solving problem s, m aking a contribution, surpassing established standards and goals, or learning and w orking w ith a dynam ic group of people? Everyone has m any of the sam e internal m otivators, but individuals m ay be m ore inspired by different m otivators. D o you know w hat m otivates each m em ber of your w ork group? O nce you get to know your staff m em bers and w hat m otivates each of them , you can create a w ork clim ate that offers opportunities that w ill m otivate them and encourage their perform ance. IN TERN AL M O TIVATIO N How you, as a manager, exercise leadership and management practices is very important. In fact, your practices have the largest impact on the climate of your work group. At least 50 percent of the differences in work group climates can be attributed to differences in day-to-day practices of those who manage the work group (Buckingham and Coffman 1999). The organiza- tional elements that you can arrange, such as the de- sign of tasks and jobs, reward systems, policies and procedures, and strategy can also have a large impact (Stringer 2002). A w ork group w ork group w ork group w ork group w ork group is a group of people w ho w ork together on a regular basis to produce results. W ork groups include: em ployees in a structured reporting relationship, such as in a departm ent or clinic; an ad hoc team brought together to carry out specific tasks to develop or refine a service or product, or produce another result. The performance of the various work groups in an organization affects the overall performance of the or- ganization. In order for you and other managers of work groups to motivate personnel, you need to: MA N A G E R Vol. 11, No. 3, 2002 THE 6 Focusing on Developing a Motivating Work Climate Developing a positive work climate takes concentrated effort. If there are demotivating factors within your control, you can look for ways to change the work cli- mate and stimulate different kinds of motivation. Where should you start to affect climateat the or- ganizational level or the work group level? While every organization has an overall climate, each work group also has its own climate. A work groups climate may be similar to or different from the overall organizational climate. High-performing work groups sometimes op- erate in organizations clouded by declining funding or inadequate leadership at the senior level. No matter what your organizational level, your leadership and management practices can create a positive work cli- mate within your work group, even if your organiza- tions climate is less than optimal. Your efforts to improve your work groups climate can contribute to strong organizational results. Consider these examples frommajor corporations. Research Findings on the Effects of Engaged Work Groups EM PLO YEE M O TIVATIO N D EPEN D S O N W O RK G RO U P C LIM ATE In 1998, G allup, a polling com pany surveying opinions on political, econom ic, w ork, and other issues, studied em ployees in 2,500 business units and 24 com panies throughout the U S. Findings from this study show the influence of em ployee m otiva- tion and w ork group m anagers. Engaged em ployees im proved business outcom es (productivity, profit, retention, and custom er service). W hen asked about their w ork environm ent (w hat is expected of m e, support to do m y w ork, recognition and praise for m y w ork, im portance of m y w ork, having the opportunity to do w hat I do best, etc.), em ployees responded differently depending on w hich w ork group they w orked in, rather than w hich com pany they w orked for. In other w ords, their im m ediate w ork group m anager w as m ore critical in building a strong w orkplace than the overall policies and procedures of the com pany. (Buckingham and C offm an 1999) In the m id 1980s, British Airw ays adopted a new putting people firstvision in re- sponse to changes in the airline industry. They needed to change from a bureaucratic state-controlled transportation com pany to a custom er-focused, m arket-driven service organization. The strategy w as com m unicated from senior m anagem ent, but the changes w ere prim arily im plem ented at the level of the w ork group. Every staff m em ber participated in a tw o-day putting people firsttraining program . Acknow ledging the im portance of w ork group m anagers, British Airw ays im plem ented a five-day m anagersprogram that stressed the im portance of trust, vision, leadership, and feedback. The m anagers then reinforced the putting people firstm essage am ong the m em bers of their w ork groups. The changes introduced at the w ork group level drove the reorientation of the com pany and led to record-setting im provem ents in the airlines financial perform ance and a m arked change to a custom er-focused culture. (G oodstein and Burke 1991) W O RK G RO U P M AN AG ERS TRAN SFO RM C O M PA N IES Creating a Work Climate That Motivates Staff and Improves Performance 7 Improving Climate in Your Work Group through Good Leadership and Management You can make a difference in the climate of your work group. Your work groups climate is the key to unleash- ing the discretionary effort available in the work group. In order to make beneficial changes, you can examine and enhance your leadership and management prac- tices, the structure of your work group, and the norms and standards you adopt, all within the framework of existing organizational policies and procedures. Reflect on your work groups motivation and perfor- mance for a moment. As the manager of a work group you are usually aware whenever something is not right in your group. Does your group show signs of low motivation and performance? Indications of Low Motivation and Performance Staff m ay show specific signs of low m otivation or perform ance: increasing em ployee absenteeism and tardiness decreasing em ployee productivity disengagem ent and inflexible w ork habits reports of dissatisfaction am ong your clients the failure of your w ork group to m eet specific perform ance targets frequent or unresolved conflict am ong staff poor com m unication am ong group m em bers and w ith you staff resistance to new processes and ideas Staff m ay also com plain. The follow ing are som e of the com m on com plaints that m an- agers w orldw ide have heard: This place is so disorganized. We dont know what direction we are going in. Today, one task has high priority, but tomorrow a different task has priority. We are asked to produce results, but we dont have support or necessary resources. No one appreciates our work. No one says thanks. We get plenty of criticism when things go wrong, but rarely any positive feedback. Things are tense and unpleasant. Our boss just barks at us. Sometimes I wish I didnt have to go to work. SIG N S C O M PLA IN TS If you see signs of poor motivation and declining performance among even a few employees, you need to look for the reasons. If there are no visible signs, ask your staff to be sure you have not overlooked some- thing important. If your work group has just been formed, take the time to think together about the kind of climate you want to create to stimulate high motiva- tion and performance. To influence your work groups climate, you need to: understand three key dimensions of climate; assess the climate of your work group; take action to improve your groups climate. MA N A G E R Vol. 11, No. 3, 2002 THE 8 Understanding Three Key Dimensions of Climate In order to influence climate, you can survey employ- ees perceptions of three key aspects of work environ- ment. The following dimensions of climate have a predictable impact on motivated behavior: clarity support challenge Understanding these dimensions of work group cli- mate can help you think about what interventions you can use to improve climate and performance. When em- ployees perceive these properties as present and strong in their work group, they perceive the climate of their group as positive. Clarity. An environment provides clarity when the group knows its roles and responsibilities within the big pic- ture. Each member understands what I have to do and why and perceives his or her role as aligned with the purpose of the group and the organization. Group mem- bers are aware of the needs of their clients. Standards of performance are clearly expressed, and the consequences of failing to achieve these standards are understood. Support. In a climate of support, group members feel they have the resources and backing they need to achieve the work groups goals. Resources include es- sential supplies, equipment, tools, staff, and budget, without which their performance would be severely constrained. Emotional support includes an atmosphere of trust, mutual support, and deserved recognition, in addition to individuals inner resources. Such an atmo- sphere is created when group members feel their capa- bilities are acknowledged, when they participate in decisions that impact the work group, and when they sense appreciation and reward for both individual and group successes. Challenge. A climate of challenge exists when group members experience opportunities to stretch, take on challenges with reasonable risks, and discover new ways of doing things to be more effective. Group mem- bers feel a sense of pride in belonging to their work group and a commitment to shared goals, purposes, and activities. They are willing to learn from mistakes and feel prepared to adopt alternative activities when re- quired. They actively take responsibility, develop skills and capabilities to deliver appropriate services, and are better equipped to take reasonable risks. Interaction among the dimensions. All three dimensions are critical for fostering performance. Employees faced with challenges but lacking support or clarity can ex- perience stress and frustration. They may feel set up to fail. Without challenge or support, employees who are clear about expectations may find their workday restric- tive, deadening, or even punitive. Supported staff will not stretch themselves or build their skills if they feel unchallenged. IM IM IM IM IM P PP PPR RR RRO OO OO V I V I V I V I V IN NN NN G W O G W O G W O G W O G W O R RR RRK C LI K C LI K C LI K C LI K C LIM A M A M A M A M ATE I TE I TE I TE I TE IN A D E N A D E N A D E N A D E N A D EC CC CC E EE EEN TR N TR N TR N TR N TRA LI A LI A LI A LI A LIZ ZZ ZZ E EE EED H D H D H D H D H EA L EA L EA L EA L EA LTH SY TH SY TH SY TH SY TH SYS SS SSTE TE TE TE TEM MM MM W WW WW orking SolutionsN ic orking SolutionsN ic orking SolutionsN ic orking SolutionsN ic orking SolutionsN icaragua aragua aragua aragua aragua The M inistry of H ealth (M O H ) in N icaragua is in the process of strengthening decentralized health services in regional departm ents throughout the country. In M atagalpa, Boaco, and Jinotega in the northern part of the country, the M SH Prosalud Project and M & L Program , financed by U SAID , have assisted the M O H in strengthening the leadership skills and com petencies of M O H m anagers w orking at the decentralized level. The clim ate assessm ent. The clim ate assessm ent. The clim ate assessm ent. The clim ate assessm ent. The clim ate assessm ent. O ne of the m ain challenges that M O H m anagers described in a tw o-day dialogue on leadership w as unm otivated personnel. This becam e the focal point of the leader- ship developm ent program . To better understand the organizational clim ate in the M O H s facilities, a clim ate survey w as conducted in m unicipalities participating in the leadership developm ent program . D eveloped by the Pan Am erican H ealth O rganiza- tion, the organizational clim ate survey instrum ent exam ined four com ponents: leadership, m otivation, reciprocal relations betw een supervisors and em ploy- ees, and participation. W ithin each of these areas, the Creating a Work Climate That Motivates Staff and Improves Performance 9 survey explored factors such as direction, encourag- ing team w ork, encouraging excellence, conflict resolution, recognition, adequate w ork conditions, equity, sharing inform ation, and participation am ong a representative sam ple of em ployees and m anagers. The leadership developm ent program . The leadership developm ent program . The leadership developm ent program . The leadership developm ent program . The leadership developm ent program . The subsequent leadership developm ent program helped the M O H to build the capacity of local m unicipal m anagers to im prove clim ate and perform ance. The data from the clim ate survey w ere analyzed and shared w ith all of the m unicipal m anagers and then the m unicipal staff. Together, they developed a perform ance im provem ent plan in each m unicipality. Their plans targeted tw o or three areas they w ished to im prove, such as increasing em ployee recognition, im proving com m unication, m aking inform ation m ore accessible to personnel, increasing participation in the health team and in decision m aking and, in som e cases, im proving w orking conditions. O utcom es. O utcom es. O utcom es. O utcom es. O utcom es. At the conclusion of the leadership developm ent program , the Prosalud Project reap- plied the clim ate survey to determ ine w hether there had been any change in clim ate. O f the 12 participating m unicipalities, four show ed im provem ent in all four com ponents (leadership, m otivation, reciprocity, and participation), and four show ed partial im provem ent. O f the 12 m unicipali- ties, San Lorenzo in the D epartm ent of Boaco show ed the greatest im provem ent. Both the results of its follow -up survey on w ork clim ate and its perform ance im proved. Its staff surpassed its fam ily planning, prenatal care, and other service goals for the num ber of people covered. C loser investigation into leadership and m anage- m ent practices in San Lorenzo indicated that letters of recognition w ere given to the best em ployee for the period, and the best team w as given a banner. Efforts w ere m ade to procure equipm ent and training for staff to im prove w orking conditions. Through a special em ergency fund and help from the m ayor, funds w ere sought to im prove the infrastructure of the health posts. In San Lorenzo, the team w ork, self-learning, and com m itm ent of individuals and health units to goals w ere strengthened. As the D irector of the m unici- pality said, In the beginning [after the clim ate diagnosis and w ith the start-up of the leadership learning m odules], w e began to see how it w as a process of leadership. W e developed team w ork, w e clarified our goals and m ission, and once w e determ ined the positive and negative aspects of our w ork clim ate, w e focused on things that needed to be im proved. W e developed a plan for im prove- m ent; the interventions began. All m em bers of the m unicipal team took part. W e are w orking as team and there is really a w arm atm osphere, a lot of friendliness. The leadership developm ent program has been successfully im plem ented in 17 other m unicipalities and w ill be offered in other regions of the country. MA N A G E R Vol. 11, No. 3, 2002 THE 10 Assessing Work Group Climate To improve your work groups climate, you will need to understand how your employees perceive their work environment. Their perceptions guide how they re- spond to workplace situations. While you and your em- ployees may differ in how you perceive the climate in your work group, remember that climate is always char- acterized in terms of employees perceptions. Surveying employees perceptions offers a way for you to explore perceptions other than your own. It is also important for you to complete a survey. Then, you can compare your perceptions with those of your team. C lim ate exists objectively in an organization, but it can only be described and m easured indirectly through the perceptions of the m em bers of the organization. (Stringer 2002, p. 10) To get a better idea about what may be reducing the productivity of your work group, you can assess its cli- mate using one of several available surveys. The Work Group Climate Assessment developed by MSH and used by work groups in Latin America and Africa offers a straightforward process that will give you insight into the three key dimensionsclarity, support, and chal- lengethat describe work group climate. Using the Work Group Climate Assessment The Work Group Climate Assessment is an instrument for scanning work groups of three or more people and the groups manager. It can be used with or without a trained facilitator. The Assessment is a 14-item survey that all members of a work group complete. Each item focuses on a specific perception. The guidelines for us- ing the Work Group Climate Assessment follow. H ow to H ow to H ow to H ow to H ow to A P A P A P A P A PP PP PPL LL LLY TH Y TH Y TH Y TH Y TH E W O E W O E W O E W O E W O R RR RRK G K G K G K G K G R RR RRO OO OO U UU UU P C P C P C P C P C LI LI LI LI LIM A M A M A M A M ATE A S TE A S TE A S TE A S TE A SS SS SSE EE EES SS SSS SS SSM MM MM E EE EEN T N T N T N T N T Before A pplying the Survey Before A pplying the Survey Before A pplying the Survey Before A pplying the Survey Before A pplying the Survey A sk a associate to act as survey adm inistrator A sk a associate to act as survey adm inistrator A sk a associate to act as survey adm inistrator A sk a associate to act as survey adm inistrator A sk a associate to act as survey adm inistrator. .. .. The adm inistrator m anages the assessm ent process, including distributing and collecting com pleted surveys, analyzing the data, and giving feedback to you and your staff. The adm inistrator also acts as a resource to m em bers of the w ork group w ho have questions about the survey or the process for com - pleting it. The adm inistrator can be som eone w ho w orks either w ithin or outside the organization, but should be som eone w hom the staff trusts, so that staff are m ore likely to respond honestly. Encourage staff to participate. Encourage staff to participate. Encourage staff to participate. Encourage staff to participate. Encourage staff to participate. A sk the adm inistrator to invite each m em ber of your w ork group to com - plete the assessm ent. Ensure the confidentiality of all participants. Ensure the confidentiality of all participants. Ensure the confidentiality of all participants. Ensure the confidentiality of all participants. Ensure the confidentiality of all participants. The w ork group needs to have at least three m em bers to ensure confidentiality. Five or m ore m em bers is optim al. Encourage staff to answ er honestly. To do this, you and the adm inistrator should stress that: their answ ers are anonym ous; a feedback report w ill be produced only w hen three or m ore group m em bers com plete the assessm ent. The feedback report w ill not identify any individuals responses; in no case w ill individual ratings be released to others in your organization; the usefulness of the assessm ent depends entirely on the frankness and honesty of the responses. D istribute the surveys. D istribute the surveys. D istribute the surveys. D istribute the surveys. D istribute the surveys. H and out the assessm ents and ask that they be com pleted w ithout discussion am ong group m em bers. Creating a Work Climate That Motivates Staff and Improves Performance 11 C om plete the A ssessm ent C om plete the A ssessm ent C om plete the A ssessm ent C om plete the A ssessm ent C om plete the A ssessm ent To follow the steps below , please refer to the sam ple assessm ent form on page 12. Rate each item for A ctual P Rate each item for A ctual P Rate each item for A ctual P Rate each item for A ctual P Rate each item for A ctual Perform ance. erform ance. erform ance. erform ance. erform ance. Actual Perform ance reflects the w ay that respondents feel things currently are. In the colum n labeled A ctual Perform ance (H ow are things now in your w ork group?),each respondent enters a score from 0 to 4 for each item . (Please note: Q uestions 13 and 14 in Part II. W ork G roup O utcom es only require a score for A ctual Perform ance.) Rate each item for Im portance. Rate each item for Im portance. Rate each item for Im portance. Rate each item for Im portance. Rate each item for Im portance. Im portance reflects the level of significance that respondents feel w ould apply to this item . In the colum n labeled Im portance (H ow im portant is this in your w ork group?),each respondent assigns a score from 0 to 4 for each item . Subm it the survey Subm it the survey Subm it the survey Subm it the survey Subm it the survey. .. .. Respondents subm it their anony- m ous surveys to the adm inistrator. A nalyze the Results A nalyze the Results A nalyze the Results A nalyze the Results A nalyze the Results The adm inistrator can analyze the data w ith pencil and paper. A lternatively, he or she can access a spreadsheet on the Internet that w ill sim plify the analysis of the data and produce a feedback report. Please refer to http://erc.msh.org/toolkit and click on Leadership D evelopm ent.If the adm inistrator uses the spreadsheet to score the assessm ent, then he or she enters the data from each assessm ent into the spreadsheet. The spreadsheet w ill calculate the score for w ork group clim ate and provide a feedback report. Find an average score for each item . Find an average score for each item . Find an average score for each item . Find an average score for each item . Find an average score for each item . The adm inistra- tor enters the scores from each assessm ent onto a tally sheet. Enter the scores from the m anagers assessm ent in the first row of the tally sheet. Enter the scores from the staffs assessm ents below that of the m anager. Add up the staffs score for each item (Q uestions 112) and divide by the num ber of responding staff to find the average for each item . Remember, the scores are only estimates of behaviors that affect climate. C om pute the gaps b C om pute the gaps b C om pute the gaps b C om pute the gaps b C om pute the gaps betw e etw e etw e etw e etw een A ctual P en A ctual P en A ctual P en A ctual P en A ctual Perform ance and erform ance and erform ance and erform ance and erform ance and Im portance. Im portance. Im portance. Im portance. Im portance. For the first item , the adm inistrator sub- tracts the groups average score for Actual Perform ance from the groups average score for Im portance. This gives the gap betw een the actual perform ance and the as- signed im portance for the item . C om pute this gap for each item . Then list the item s in order from the largest to the sm allest gap. Repeat for the m anagers scores. C om pute the score for the W C om pute the score for the W C om pute the score for the W C om pute the score for the W C om pute the score for the W ork G roup O utcom es. ork G roup O utcom es. ork G roup O utcom es. ork G roup O utcom es. ork G roup O utcom es. The adm inistrator adds up the staffs score for Q uestion 13 and divides by the num ber of respondents to find the average for this outcom e. Repeat for Q uestion 14. A higher score indicates a greater perception of the level of quality produced by the w ork group (Q uestion 13) or its productivity (Q uestion 14). Prepare a report. Prepare a report. Prepare a report. Prepare a report. Prepare a report. The adm inistrator prepares and presents a report for the group. This report lists the item s from the largest to sm allest gap for the staff (and for the m anager if the m anager agrees). Review the results. Review the results. Review the results. Review the results. Review the results. The m anager and w ork group look at the gaps together and identify tw o or three areas that need im provem ent. Please see the section Analyzing the G apson page 13 for m ore inform ation. MA N A G E R Vol. 11, No. 3, 2002 THE 12 The Work Group Climate Assessment Form P PP PPA R A R A R A R A RT I. W T I. W T I. W T I. W T I. W ork G roup C lim ate ork G roup C lim ate ork G roup C lim ate ork G roup C lim ate ork G roup C lim ate RA RA RA RA RATI TI TI TI TIN NN NN G S G S G S G S G SC A LE C A LE C A LE C A LE C A LE 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 not at all to a sm all degree to a m oderate degree to a great degree to a very great degree A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E (H ow are things now in your w ork group?) Please rate each item on a scale from 0 to 4 w here: 0 = not at all 1 = to a sm all degree 2 = to a m oderate degree 3 = to a great degree 4 = to a very great degree 1. W e are recognized for indi- vidual contributions 2. W e have a com m on purpose 3. W e have the resources w e need to do our jobs w ell. 4. W e are developing our skills and know ledge. 5. W e have a plan that guides our activities. 6. W e strive to im prove our perform ance. 7. W e understand each others capabilities. 8. W e are clear about w hat is expected in our w ork. 9. W e seek to understand the needs of our clients. 10. W e participate in the decisions of our w ork group. 11. W e take pride in our w ork. 12. W e readily adapt to new circum stances. I feel that in m y w ork group I feel that in m y w ork group I feel that in m y w ork group I feel that in m y w ork group I feel that in m y w ork group IM IM IM IM IM PO PO PO PO PO R RR RRT TT TTA N A N A N A N A N C CC CC E EE EE (H ow im portant is this in your w ork group?) Please rate each item on a scale from 0 to 4 w here: 0 = not at all 1 = to a sm all degree 2 = to a m oderate degree 3 = to a great degree 4 = to a very great degree 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 W O W O W O W O W O R RR RRK G R K G R K G R K G R K G RO OO OO U UU UU P C LI P C LI P C LI P C LI P C LIM A M A M A M A M ATE TE TE TE TE Please read each item below and indicate your selection by circling the appropriate num ber in both colum ns. Creating a Work Climate That Motivates Staff and Improves Performance 13 W O W O W O W O W O R RR RR K G R K G R K G R K G R K G RO OO OO U UU UU P O U T P O U T P O U T P O U T P O U TC CC CC O OO OO M MM MM E EE EES SS SS Please read each item and decide how things actually are now. I feel that I feel that I feel that I feel that I feel that 13. O ur w ork group is know n for quality w ork 14. O ur w ork group is productive Analyzing the Gaps You and your work group need to analyze the gaps in perceptions between the actual performance and the im- portance of each item. This gap analysis can help iden- tify the items with the largest gaps and prioritize your management and leadership efforts to address two or three of these areas. It is a short cut for identifying and addressing the most urgent climate issues in your work group. A gap analysis usually focuses on the items with the largest differences between Actual Performance and Im- portance. (For this analysis, use the gaps for the staffs scores, not those of the manager.) Discuss together the kinds of improvements that could make a difference in your groups perceptions. The example on the next page illustrates how a gap analysis works. Next, discuss the scores for the outcomes (Questions 13 and 14). Where the perception of the level of quality or productivity is low, examine the reasons. Your dis- cussion may influence the areas you and your group want to address. As a manager, you also need to compare the gaps you identified against those of your staff. If you find large differences in these perceptions, you need to reflect on what your staff is saying and be ready to make changes in your behavior. Suggestions from your staff or the administrator of the assessment may help in resolving these differences. P PP PPA R A R A R A R A RT I T I T I T I T II. W I. W I. W I. W I. W ork G roup O utcom es ork G roup O utcom es ork G roup O utcom es ork G roup O utcom es ork G roup O utcom es This section is an assessm ent of your feelings about w hether your w ork group is know n for quality w ork and w hether it is productive. Being know n for quality w ork m eans that your w ork group is know n for m eeting your clientsor custom ers needs and receives positive feedback from your clients or custom ers. Productivity m eans that your w ork group consistently m eets w ork objectives, such as m onthly service objectives, and is recognized by others as a group that gets the job done. O nce you have thought about the quality of your groups w ork and your groups productivity, answ er the questions below. A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E (H ow are things now in your w ork group?) Please rate each item on a scale from 0 to 4 w here: 0 = not at all 1 = to a sm all degree 2 = to a m oderate degree 3 = to a great degree 4 = to a very great degree 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 MA N A G E R Vol. 11, No. 3, 2002 THE 14 Taking Action to Improve Your Work Groups Climate Once you have discussed the results of the Work Group Climate Assessment with your staff, it is important for you to work on improving the climate of your work group. Think about what you can change in your lead- ership and management practices so that employees in your work group are clear about the purpose and di- rection of the work that all of you are engaged in. Con- sider what support is lacking for members of the workgroup. Reflect on what you have done to be sure that staff are challenged and excited about their work. Can you improve your communication with the group? Keeping your office door open can foster this communication. Individual employees need your feed- back, and your group needs up-to-date information that relates to their work. Are you recognizing employees good work and achievements? Nothing is more encour- aging to an employee than a manager who recognizes the positive contributions an individual makes. You can acknowledge an employees efforts through formal work reviews, remarks, or personal notes. If specific negative feedback is later called for, the employee can see this in a more supportive context. Have you taken enough time to make a personal connection with people in your workgroup to make them feel part of their or- ganization, continually underscoring how their contri- butions help the organization succeed? The table on page 15 provides concrete examples of how you and your work group can improve your work group climate. Each item reflects one of the three cli- mate dimensions. Review the recommended leadership and management practices associated with each item and determine how you and your group could use these practices to reduce the size of the gap between Actual Performance and Importance. Implementing the suggested practices may not be easy, but it will improve the climate of your work group, bolster employee mo- tivation, and strengthen work group performance. The following practices are arranged by the itemthey address. Sam ple G ap A nalysis Sam ple G ap A nalysis Sam ple G ap A nalysis Sam ple G ap A nalysis Sam ple G ap A nalysis W O W O W O W O W O R RR RRK G R K G R K G R K G R K G RO OO OO U UU UU P C LI P C LI P C LI P C LI P C LIM A M A M A M A M ATE TE TE TE TE The tw o item s below show gaps in the scores betw een the colum ns. These item s are exam ples and do not appear in the assessm ent. I feel that in m y w ork group I feel that in m y w ork group I feel that in m y w ork group I feel that in m y w ork group I feel that in m y w ork group 1. W e have a positive attitude* 2.W e enjoy our w ork* In the first of the follow ing item s W e have a positive attitude,the gap betw een Actual Perform ance and Im portance is 1, w hereas in the second item W e enjoy our w ork,the gap is 2. Since the second item has the largest gap, you w ould list the second item above the first item and give it a higher priority in deciding on the issues you should address. A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E A C TU A L PERFO RM A N C E (H ow are things now in your w ork group?) Please rate each item on a scale from 0 to 4 w here: 0 = not at all 1 = to a sm all degree 2 = to a m oderate degree 3 = to a great degree 4 = to a very great degree IM IM IM IM IM PO PO PO PO PO R RR RRT TT TTA N A N A N A N A N C CC CC E EE EE (H ow im portant is this in your w ork group?) Please rate each item on a scale from 0 to 4 w here: 0 = not at all 1 = to a sm all degree 2 = to a m oderate degree 3 = to a great degree 4 = to a very great degree 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 0 00 00 1 11 11 2 22 22 3 33 33 4 44 44 Creating a Work Climate That Motivates Staff and Improves Performance 15 W ith your w ork group, identify the key w ork challenges and develop (or revise) the group m ission, key goals, and strategy. C om m unicate the m ission, key goals, strategy, and critical challenges to all m em bers of the group. Agree on a group perform ance plan and group standards and review these regularly. Review anticipated group results, including expected outcom es, and verify that they are clearly understood. M eet frequently as a group to review progress. M eet w ith group m em bers individually to clarify individual expectations, set individual perform ance indicators, m ake individual w orkplans, and review individual perform ance, all in the context of the groups plans and standards. U pdate job descriptions and m ake them available to group m em bers. Leadership and Management Practices for Improving Work Climate C lim ate C lim ate C lim ate C lim ate C lim ate D im ension D im ension D im ension D im ension D im ension A ssessm ent A ssessm ent A ssessm ent A ssessm ent A ssessm ent Item Item Item Item Item Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices C larity C larity C larity C larity C larity W e feel w e have a com m on purpose. (2) Invite and facilitate participation in the decision-m aking process. W ith your group, set clear priorities to m eet client needs, and trace the alignm ent of these goals all the w ay from the effect on the client back to the groups specific output. Share responsibility for solving problem s w ith other m em bers of the w ork group. Expect them to resolve difficulties, but be available to assist if required. C om m unicate clearly the results expected of group m em bers and how they affect the com m on purpose. D efend the decisions of the w ork group if challenged by others outside the group. A dm it your m istakes and uncertainties, and be w illing to learn from others. M ake m eeting the com m on goals the focus of your w ork groups activities, and assess the progress m ade to determ ine future activities. W e have a plan that guides our activities. (5) D evelop a w orkplan that clearly defines the goals of the group and w ork to be done to reach those goals. Set up a system to track the groups processes, tim etables, and outcom es. D iscuss how individual plans of group m em bers align w ith group (and organizational) plans. Im plem ent the w orkplan, and schedule regular m eetings to discuss progress tow ards goals. W e are clear w hat is expected in our w ork. (8) H ave conversations w ith clients that focus on identifying their concerns. Build your staffs skills to assess clientsneeds by involving them in: scanning the organization and external environm ent to understand patterns and trends; efficiently gathering inform ation by using varied sources (interview s, docum ents, observation, com puters, etc.); analyzing routinely collected statistics to understand client needs; facilitating focus groups w ith clients to discuss their needs. U sing the techniques listed above, reflect on client needs and expectations, and adjust practice w ithin the guidelines of the updated group m ission, key goals, and strategy. C larity C larity C larity C larity C larity W e seek to understand the needs of our clients. (9) C larity C larity C larity C larity C larity C larity C larity C larity C larity C larity MA N A G E R Vol. 11, No. 3, 2002 THE 16 C lim ate C lim ate C lim ate C lim ate C lim ate D im ension D im ension D im ension D im ension D im ension A ssessm ent A ssessm ent A ssessm ent A ssessm ent A ssessm ent Item Item Item Item Item Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Support Support Support Support Support W e are recognized for individual contributions. (1) Regularly acknow ledge the contributions and new skills of staff, both publicly and privately and in w ays that are appropriate in your organization. A sim ple, sincere thank you is often the best form of recognition. Ask group m em bers w ho have specific talents and know ledge for advice, and encourage them to take the lead on specific assignm ents. D elegate tasks in peoples areas of interest and strength, as w ell as in the areas they w ant to develop. Support Support Support Support Support W e have the resources w e need to do our jobs w ell. (3) Fam iliarize yourself often w ith the activities of the w ork group, and determ ine w hat resources are needed to carry out these activities. M onitor w hether the existing resources are adequate for the task at hand. M eet w ith m em bers of the w ork group to find w ays to better align existing resources or, alternatively, to seek additional resources. Support Support Support Support Support W e understand each others capabilities. (7) Take tim e to know each m em ber of your w ork group. Learn w hat m otivates him or her on the job. Learn about the skills, values, and interests of each m em ber of your group. C reate opportunities for group m em bers to inform you and each other of their skills, values, and interests. O bserve how the group functions under pressure. Build on m em bersadaptive capacity and help them cope even m ore effectively. O rganize inform al events outside of w ork during w hich m em bers of the group can establish rapport and talk about personal interests and skills. Support Support Support Support Support G ather and build on the ideas of others. H old form al and inform al sessions in w hich group m em bers can offer ideas and suggestions. M eet as a group to consider ideas and determ ine the practicality of each suggestion. M eet regularly to discuss how the group is w orking together and solicit ideas about how to im prove cooperation. Agree on criteria for choosing w hich suggestion to proceed w ith. C onsider all ideas advanced, even those w ith w hich you disagree. W e participate in the decisions of our w ork group. (10) Creating a Work Climate That Motivates Staff and Improves Performance 17 C lim ate C lim ate C lim ate C lim ate C lim ate D im ension D im ension D im ension D im ension D im ension A ssessm ent A ssessm ent A ssessm ent A ssessm ent A ssessm ent Item Item Item Item Item Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices Leadership and M anagem ent Practices C hallenge C hallenge C hallenge C hallenge C hallenge W e are devel- oping our skills and know ledge. (4) Encourage group m em bers to take on new challenges and create opportunities for them to learn skills and broaden their know ledge. Ask each group m em ber to draw up a self-developm ent plan and share it w ith you. D evelop a plan for yourself. Support group m em bers in their efforts to learn new skills. Provide incentives, such as tim e aw ay from w ork, for group m em bers to acquire m ore know ledge. Arrange tim es for guest speakers from other departm ents and organizations to help people think in new w ays. A rrange site visits to learn how other organizations or groups operate. C hallenge C hallenge C hallenge C hallenge C hallenge W ith the w ork group, set perform ance goals. Assess current perform ance against group goals and identify opportunities for im provem ent. G ive w ork group m em bers specific responsibility for leading a perform ance im prove- m ent activity. W ith the group, continually com pare current activities w ith stated plans for im provem ent. D elegate responsibilities for addressing new challenges so that staff stretch their capabilities and develop new ones. Personally m odel expected behaviors in your daily activities. W e strive to im prove our perform ance. (6) C hallenge C hallenge C hallenge C hallenge C hallenge W e take pride in our w ork. (11) Set high standards for the group, and recognize w hen they are m et. Let others in the organization know about your groups accom plishm ents. D iscuss frequently the im portance of your groups w ork and the im pact it has on the lives of your clients. W e readily adapt to new circum stances. (12) C hallenge C hallenge C hallenge C hallenge C hallenge Scan your environm ent, identify needed changes in practices, and develop justifica- tions for them . A lso show that you can be influenced by good data and argum ents. Listen to and understand the reasons for resistance am ong group m em bers tow ard changes. Regularly rem ind people to focus on the vision of the future and use it as a point of reference, so that all group m em bers can see the reasons for changes. W hile being clear about purpose and values, dem onstrate flexibility about plans and tactics. W ith other m em bers of the w ork group, develop plans for dealing w ith changes. M odel your preparedness to accept changes and dem onstrate new , appropriate behavior. C reate cerem onies and rituals that allow people to form ally leave things behind. MA N A G E R Vol. 11, No. 3, 2002 THE 18 W WW WW orking SolutionsW orking SolutionsW orking SolutionsW orking SolutionsW orking SolutionsW orldw ide orldw ide orldw ide orldw ide orldw ide Meeting the Challenge of Creating a Favorable Work Climate As a manager who leads a work group, your task in- cludes creating and sustaining a desirable work climate that will motivate your staff. Even as you continually scan the external environment for information about clients needs, competitors, challenges, and opportuni- ties, you must also scan your internal organizational en- vironment for practices that can motivate or demotivate your staff. The findings of your climate assessment can help you strengthen your leadership and management prac- tices to provide your staff with clarity, support, and challenge. Together, you and the other members of your group will create a climate that inspires every member to perform at the highest possible level. The following working solution, illistrates the use of the Work Group Climate Assessment to assess leader- ship development programs. The W ork G roup C lim ate Assessm ent has been applied w ith encouraging results to leadership developm ent program s in several countries, including Brazil and Egypt. Brazil Brazil Brazil Brazil Brazil Leadership developm ent has been a priority for SESA, the State Secretariat of H ealth for C ear, a large state on Brazils northeast coast. SESA has w orked closely w ith the C ear State School of Public H ealth to build leadership developm ent program s for first-line and m id-level m anagers. Since the beginning of these efforts, m ore than 450 m anagers in C ear have participated in leadership developm ent program s. G iven that public health in C ear has undergone a revolution, brought on by the recent decentralization of the health system , the focus on leadership developm ent has been tim ely. Initially leadership developm ent in C ear occurred in a traditional face-to-face training program . As dem and increased for the leadership developm ent U S U S U S U S U SI II IIN NN NN G TH G TH G TH G TH G TH E W O E W O E W O E W O E W O R RR RRK G R K G R K G R K G R K G RO OO OO U UU UU P C LI P C LI P C LI P C LI P C LIM A M A M A M A M ATE A S TE A S TE A S TE A S TE A SS SS SSE EE EES SS SSS SS SSM MM MM E EE EEN T T N T T N T T N T T N T TO A S O A S O A S O A S O A SS SS SSE EE EES SS SSS LEA D S LEA D S LEA D S LEA D S LEA D E EE EER RR RRS SS SSH HH HH I II IIP PP PP D EV E D EV E D EV E D EV E D EV EL LL LLO OO OO P PP PPM MM MM E EE EEN T PR N T PR N T PR N T PR N T PRO OO OO G GG GG R RR RRA M A M A M A M A M S SS SS program as w ell as for ongoing opportunities for learning and self-developm ent, SESA and the School of Public H ealth looked for alternative m ethods of training. Lidernet, a com m unity of practice draw ing on face-to-face and distance learning m ethods, w as developed to provide on- going education in leadership developm ent and offer opportunities for exchanging experience. As one w ay to evaluate these program s, several groups com pleted M SH s W ork G roup C lim ate Assessm ent. A group in C ear w ith substantial exposure to leadership developm ent w as com pared to groups from another state w ho w ere just begin- ning the leadership developm ent process. The C ear groups scores for actual perform ance w ere higher than the scores of the other groups. Accord- ing to a leadership developm ent consultant based in C ear, the C ear team s show indicators of clim ate that are m uch higher, w hich can in part be attributed to the efforts of the PD L (Leadership D evelopm ent Program ). Creating a Work Climate That Motivates Staff and Improves Performance 19 Egypt Egypt Egypt Egypt Egypt In the Asw an governorate of U pper Egypt, an intensive D eveloping M anagers W ho Lead program w as conducted over the past year. This program brought together team s of doctors, nurses, and m anagers from M inistry of H ealth facilities in the region. Representatives of the M inistry and local consultants co-facilitated the program w ith M SH support. The W ork G roup C lim ate Assessm ent w as applied at the program s start to obtain baseline data and at its end to assess the im pact of the program . The participating team s w ere engaged in identifying specific perform ance challenges and m aking plans to overcom e them . They used leading and m anag- ing practices to close the gap betw een their actual perform ance and their desired results. All of the team s reported im provem ents in their perform ance indicators and a vast im provem ent in the clim ate of their w ork groups. They said their w ork groups w ere m ore focused and their facilities m ore effective as a result of their participation in the program . The W ork G roup C lim ate Assessm ent results supported their reports. It indicated that w ork clim ate am ong w ork groups w as substantially m ore positive at the end of the program than at the beginning. W hile the baseline scores for clim ate varied from .8 to 2.1 (on a scale of 0 to 4), the scores after the program ranged from 3.1 to 3.8. The tw o outcom e m easures also rose. The score for O ur w ork group m eets quality standardsin- creased from 1.4 to 3.3, and the score for O ur w ork group is productiveclim bed from 1.7 to 3.7. The participantsm otivation and involvem ent in producing results have been evident in all of their interactions. They now have the m otivation to take on com plex challenges and organize them selves to address them . Em erging client data suggests that clients are benefiting from the changes in staff attitudes and behaviors. Experience in Brazil and Egypt suggests that leadership and clim ate are intim ately linked. As m anagers develop their leadership skills, they im prove the clim ate of their w ork groups. The m ore positive w ork clim ates, in turn, help to im prove the perform ance of these w ork groups. MA N A G E R Vol. 11, No. 3, 2002 THE 20 A forum for discussing concepts and techniques presented in this issue Review ers Review ers Review ers Review ers Review ers C orner C orner C orner C orner C orner O n developing a sane w ork clim ate O n developing a sane w ork clim ate O n developing a sane w ork clim ate O n developing a sane w ork clim ate O n developing a sane w ork clim ate One reviewer emphasizes, This issue is particularly im portant since m anagers find them selves in a situation w here they have to face changes on a daily basisprim arily in the form of policy shifts and technological advances. O ften w e use a crisis m anage- m entm ode in the attem pt to address everything at the sam e tim e. The need for som e sense of sanityand an environm ent that is adaptive to these changes adds to a better w ork clim ate. The responsibility of every m anager should be to steer the ship w ith a steady hand. C onfusion is alw ays detrim ental to an enabling w ork environm ent. O n interacting w ith staff O n interacting w ith staff O n interacting w ith staff O n interacting w ith staff O n interacting w ith staff Another reviewer sums up, So m uch of this issue reduces ultim ately to the w ay leaders and m anagers behave in relationship w ith their staff and to how they engage in w hat I tend to call the leadership dialogue. O n caring about em ployees O n caring about em ployees O n caring about em ployees O n caring about em ployees O n caring about em ployees A reviewer noted that, M otivation influences retention (the opposite of turnover) as w ell as perform ance, especially in developing countries. A m anager w ho cares about em ployees as people, and show s it, applies a critical job retention factor. O n feedback from w ork clim ate to leadership practices O n feedback from w ork clim ate to leadership practices O n feedback from w ork clim ate to leadership practices O n feedback from w ork clim ate to leadership practices O n feedback from w ork clim ate to leadership practices One reviewer elaborated on the diagram on page 4, There are feedback loops going from good w ork clim ates back to positively influence leadership practices. Also, there is negative feedback w hen things get out of balance. A dem oralized em ployee can poison the w ell and unsettle an otherw ise good w ork clim ate, w hich m ay then dem oralize the em ployees m anager (or not), and this calls for som e sort of corrective action. O n finding a balance betw een m anagem ent and staff O n finding a balance betw een m anagem ent and staff O n finding a balance betw een m anagem ent and staff O n finding a balance betw een m anagem ent and staff O n finding a balance betw een m anagem ent and staff A reviewer warns, Be careful in changing things w hen em ployee perceptions do not have substance. . . . The subjectivity of em ployeesperceptions becom e objective w hen they are generalized across respondents. There w ill alw ays be som e w ho com plain, w e dont have enough resources.If people do not have support and the resources that they need and the organization does not recognize the need to give these, the question is W hat are people doing to save this situation?W e need to seek an equilibrium betw een m anagem ent and staff. Both are responsible; both m ust act proactively. O n m onitoring w ork clim ate O n m onitoring w ork clim ate O n m onitoring w ork clim ate O n m onitoring w ork clim ate O n m onitoring w ork clim ate A reviewer suggests one way to monitor climate, W e had a subgroup in m y project called barom eter buddiesthat helped to take the pulse of staff during a difficult project reorganization. That is one w ay to ensure that changes com e from w ithin the w ork group and not the top dow n. Creating a Work Climate That Motivates Staff and Improves Performance 21 References References References References References Buckingham , M arcus, and C offm an, C urt. First Break All The Rules: What the Worlds Greatest Managers Do Differently. N ew York: Sim on and Schuster, 1999. G olem an, D aniel. An EI-Based theory of Perform ance.In G ary C herniss and D aniel G olem an et al., eds., The Emotionally Intelligent Workplace. San Francisco, C A: Jossey-Bass, 2001, pp. 2744. G olem an, D aniel. Leadership That G ets Results.Harvard Business Review (M archApril 2000). G olem an, D aniel. W hat M akes a Leader.Harvard Business Review (N ov.D ec. 1998). G oodstein, Leonard, and W . W arner Burke. C reating Successful O rganizational C hange.Organizational Dynamics vol. 19, no. 4 (1991): 517. H erzberg, Frederick. O ne M ore Tim e: H ow D o You M otivate Em ployees?Harvard Business Review vol. 46, no. 1 (1968). Kouzes, Jam es, and Barry Posner. Encouraging the Heart. San Francisco, C A: Jossey-Bass, 1998. Leahey, Jam es and Kotter, John. C hanging the C ulture at British Airw ays.H arvard Business School C ase no. 491-009, 1990. w w w.innovation.org.uk/casestudies/expert/ba.htm l Linkage, Inc.M anagem ent Skills: M otivating Individuals and Team s.Training program m aterials. Linkage, Inc.: Burlington, M A, 2002. Litw in, G eorge, and Stringer, Robert. Motivation and Organizational Climate. C am bridge: H arvard U niver- sity Press, 1968. N elson, Bob and D ean R. Spitzer. The 1001 Rewards & Recognition Fieldbook: The Complete Guide. N ew York: W orkm an Publishing, 2002. Stringer, Robert. Leadership and Organizational Climate. U pper Saddle River, N J: Prentice H all, 2002. W atkins, C hris. The Leadership Program for Serving H eadteachers: Probably the W orlds Largest Leader- ship D evelopm ent Initiative.Leadership and Organization Development Journal vol. 21, no. 1 (2000): 1320. Checklist for Creating a Work Climate That Motivates Staff and Improves Performance The Manager is designed to help managers develop and support the delivery of high-quality health services. The editors welcome any comments, queries, or requests for subscriptions. ISSN 1060-9172 printed on recycled paper MA N A G E R THE MSH Publications Management Sciences for Health 165 Allandale Road Boston, Massachusetts 02130-3400 USA Phone: 617.524.7799 Fax: 617.524.2825 E-mail: bookstore@msh.org Web site: www.msh.org Recognize the im portance of your role as a w ork group m anager as som eone w ho can influ- ence your groups w ork clim ate and, consequently, m otivate staff to perform w ell, regardless of your organizations clim ate. Focus on the w ays in w hich m em bers of your w ork group perceive their w ork environm ent. Reflect on outw ard signs, such as absenteeism , declining productivity, client com plaints, and em ployeesexpressions that m ight reveal a less than optim al w ork clim ate. C oncentrate on factors related to the w ork clim ate that you can influence: the dim ensions of clarity, support, and challenge in w ork. Assess these dim ensions in your w ork groups clim ate, using a tool such as the W ork G roup C lim ate Assessm ent. W ith your w ork group, take action to im prove the groups clim ate by increasing: the clarity w ith w hich your staff m em bers perceive their roles; the support that they experience in doing their w ork; the challenges that they are encouraged to undertake.