In all four case studies a number of activities were used to help management and trade union representatives set and meet project objectives. This approach provides more information about how leadership is key to developing the vision for the service.
Leadership comes from team leaders, team members and union reps as well as senior managers. Champions are an effective way of supporting a new project or a new way of working. Champions translate the new way of working into specific goals and create meaning and context for employees.
Champions are key to driving forward change. But who can be a champion? The starting point is not identifying individuals to take on the role, but identifying what the role of the champion will be.
Traditional ways of selecting people for project groups may restrict the pool of first class champions. Champions may not take on a formal representation role, but should broadly reflect the make-up of the workforce at all levels.
It is essential to find willing volunteers. It should not be assumed that people won't be interested. The level of interest depends on factors such as how and where the opportunity is publicised to the workforce. Support from line managers and the offer of assistance and training to enable people to fulfil the role will make a difference.
Many employees may be attracted to the chance to work on a project that directly affects how they work, their work-life balance, personal development and the opportunity to improve the quality of the service they provide
On a joint basis (for example, within a project steering group) define the role of the champion/s.
Key factors to be thought through and agreed include:
Try to include as many potential champions as possible. Factors to take into account include:
The recruitment process needs careful thought:
By having champions from all levels of the organisation, you demonstrate that this is not a top-down exercise and that you genuinely want to engage employees. This is also a way of opening up dialogue within the workforce.
By recruiting and developing champions, you are developing the pool of talent available to the organisation as well as the project. Undertaking this role successfully may also enhance champions' satisfaction with, and commitment to, the organisation.
Champions can be a conduit for communication to and from sections of the workforce where employee or union representation may not be strong.
Champions are a source of leadership in the change process, influencing and persuading others in the workplace, and complementing the leadership roles undertaken by managers and employee/union representatives.
If champions feel confident and are valued and supported in their role, they should be vocal and visible advocates for implementing improvements to service delivery through partnership, prepared to weather the storms as well as take the plaudits.
In Sheffield, a new integrated service for people with learning disabilities brought together services previously delivered by Sheffield City Council and Sheffield Care Trust.
The aim of bringing these services together was to provide a joined-up approach to meeting the needs of people with a learning disability. For this to happen, staff from each side had to understand the other service's areas of work, to be able to work more collaboratively
Using the toolkit, project members at Sheffield started by producing a gap analysis of where the service was at that point and where they want the new unified service to be. By producing action points, three priority areas emerged to be championed:
The next step focused on appointing the champions and identifying the kinds of skills they would need. After deciding to appoint one champion from the union team and one from the management team, separate meetings were held to discuss their roles. The training champions produced a training programme to be developed to support all operational managers and staff representatives in undertaking the service improvements that were expected from the merger of the two sectors.
The benefits to the Sheffield project have come from having champions dedicated to each project to ensure completion of the allocated tasks. And having a champion from each of the unions that used to represent the separate services has helped with the overall aim of service integration.