managing today ’ s weatherization program session overview
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Managing today ’ s weatherization program session overview. Challenges Concepts A little theory Case study A couple tools Food for thought. Managing Today’s Weatherization Program. bpc.oppco.org. Dave Finet Opportunity Council Director, Energy & Home Repair. 20 years at the OC - PowerPoint PPT PresentationTRANSCRIPT
Managing today’s weatherization program
session overview
Challenges Concepts A little theory Case study A couple tools Food for thought
Managing Today’s Weatherization Program
bpc.oppco.org
Dave FinetOpportunity Council
Director, Energy & Home Repair
• 20 years at the OC• Started as a crew member• Worked as auditor• Production coordinator• Program manager• Service area director ( 12 years)• Made just about every mistake possible
Opportunity Council
• Private non-profit community action program• Bellingham Washington• Serving a 3 county area• The agency just celebrated its 40 year
anniversary
Opportunity Council Programs
• Early Childhood Opportunities Northwest• Childcare and Family Resources• Community Services• Island County Services• Energy & Home Repair Services
Energy & Home Repair Programs
• Energy Assistance (LIHEAP/PSE)
• Weatherization• Home rehabilitation /
repair program• Indoor environmental
programs• Building Performance
Center
• 30 employees• 3 office locations• $4.6 million budget• 150 weatherization
projects• 75 home rehab projects• Fee for service
Funding
Allocated• Dept. of Energy • LIHEAP• Bonneville Power
Administration• Puget Sound Energy• Energy Matchmakers• Washington Community
Energy Fund• HOME
Competitive• CDBG• USDA• 2060• HUD Lead hazard
control
Building Performance Center
• Training– Peer Circuit Rider– Weatherization
agencies– Systems analysis– Contractors– Utilities
• Building Performance– Indoor air– Energy retrofits– Building failures– Low-income
weatherization– Consulting, design– Energy Star
Opportunity CouncilEnergy & Home Reapir
Jon MartinDevelopment Manager
Gail McDonald.5 Admin Asst.
Tamara RollinsRehab Intake
Vicki LippiattFiscal Coordinator
Chris ClayTechncial Coordinator QA
Fred KunchickTech I
Mark WickmanLead Technician
Klayton WilliamsTech I
OPENTech I
Tom BrentonLead Techncian
Jim HendrickTech I
Bob GronhovdLead Technician
Kyle WhiteProduction Manager
Adam PopaTech II
Dan CeasarWX AuditorLead Tech
Tom BungerIsland Co WX
and Home RehabCoordinator
OpenPositionProject Coordinator
Daniel HooperProject Coordinator
Paul ReavleyProject Coordinator
IT Lead
Sean SlocumHQS Specialist
John DaviesWX & Rehab Program Manager
Toby MartinezEnergy Specialist
PollyCriscoula
Energy Specialist
Claudia BassoEnergy Lead
LorenaWeisenbergerOutreach lead
Kristan JohnsonOutreach Coordinator
Debbie PattonEnergy Assistance Prog Manager
Dave FinetDirector
No Orphans A case study in systems thinking and
program revitalization
• Unhappy clients• Marginal workmanship• Not meeting production goals (closure)• Bickering staff, finger pointing• 100 open projects• Vendors not getting paid• No one taking responsibility
Weatherization program
Descriptors“Messy”“Tough”“Complicated”“Challenging”“Endless change”
Technical developments of the weatherization program
• House as a system• Blower door diagnostics• Combustion safety testing• Computerized audit tools• Ventilation• Lead Based Paint• Mold• Worker safety
Training and technical assistance investment
• Over the last 15 years there has been a lot of technical and field training but not much training or technical assistance for management.
Where has management come from?
• The ranks• Other social service programs• Private sectorAre new managers (leaders) prepared to lead
programs as complicated as weatherization?
Group exercise
• Introduce yourself to the person next to you (groups of 2 or 3)
• Where are you from?• How is your job related to weatherization
management?• From your perspective what is the biggest
challenge in managing weatherization programs?10 minutes
Challenges of management• Limited financial resources • Changing regulations• Employee
• Compensation• Training• Retention
• Development of contractor relationships• Budget development and tracking• Insurance• Risk management• Diversity of funding sources• Working within a larger agency
Keys to successfully managing today’s weatherization program
• Leadership from management• Build a team• Understanding the work• Developing key staff• Create an enjoyable work environment• Supportive personnel practices• Tracking progress at the program level• Emphasis on quality and customer satisfaction
Leadership by definition
lead·er·ship n1. the office or position of the head of a political
party or other body of people2. the ability to guide, direct, or influence people3. guidance or direction4. a group of leaders (takes a singular or plural verb)
LeadershipCreating shared vision• Guidance• Clear expectations
Role and responsibility• Planning
Long termShort termManpower planning
• ImplementationAppropriate delegationCreating shared vision
Building a Team
• Part of being a team is being able to trust and rely on your teammates. Once that trust is broken you cease to be a team, each team member walking through the motions of their own responsibility without taking advantage of the efforts and talents of the others.
Leading a team
• Successful leadership is maximizing the talent and resources available within the team to meet common goals that align with the teams values and vision.
Shared vision
• Sustainable organizations rely on leadership that can create systems and lines of communication that allow for the continual adjustment of course to achieve established goals created by the the team out of shared vision.
What is the difference between Conversation and Dialogue?
• con·ver·sa·tion n1. an informal talk with somebody, especially about opinions, ideas,
feelings, or everyday matters2. the activity of talking to somebody informally3. an informal talk about something involving representatives from various
interested groups4. an interaction with a computer carried on in real time5. a nonverbal exchange that is perceived to have the qualities of
conversation
• di·a·logue or di·a·log n1. the words spoken by characters in a book, a film, or a play, or a section of
a work that contains spoken words2. a formal discussion or negotiation, especially between opposing sides in a
political or international context
Shared vision is created through conversation
Role = responsibilitydefined
• role or rôle n1. an individual part in a play, movie, opera, or other
performance played by an actor, singer, or other performer
2. the usual or expected function of somebody or something, or the part somebody or something plays in a particular action or event
3. the part played by somebody in a given social context, with any characteristic or expected pattern of behavior that it entails
Implementationthe responsibility of Management
• The single biggest barrier to program development or success is the lack of effective implementation.
Why is it so difficult?5 Minutes
Implement - defined
• 1. to put something into effect or action• 2. to provide or equip somebody with the
tools or other means to do something (formal)
Understanding the work
• Get into the field• Observe staff in action• Contact with clients• Review projects with staff• Knowledge of program policies and
specifications
Developing key staff
• Emphasis on learning• Meaningful evaluation• Involve them in planning• Provide them with the information they need to
make decisions• Give them the authority equal to the responsibility• Utilize and further develop their strengths• Get to know them, find out what gets them excited
Key
• Your No.2 is your most important hire. Pick one who complements your management style, shows loyalty without being a yes-man, and has a talent for working with others.
Shackleton
John DaviesWeatherization & Home Repair Manager
Create an enjoyable work environment
• Surround yourself with cheerful, optimistic people. They will reward you with the loyalty and camaraderie vital for success.
• Do your part to help create an upbeat environment at work. A positive and cheerful workplace is important to productivity.
Personnel management
• Good hiring practices (hire based on values and then experience)
• Compensation• Evaluation• Professional development• Mentoring• Creating the culture
Shackleton’s Wayon hiring
• Be a creative, unconventional interviewer if you seek creative, unconventional people. Go deeper than job experience and expertise. Ask questions that reveal a candidate’s personality, values, and perspective on work and life.
• Hire those who share your vision. Someone who clashes with your personality or the corporate culture will hinder your work.
Supporting staff• To help your staff do top-notch work, give them
the best equipment you can afford. Working with outdated, unreliable tools creates an unnecessary burden.
• Always keep the door open to your staff members, and be generous with information that affects them. Well-informed employees are more eager and better prepared to participate.
Shackleton
Tracking progress at the program level
• Don’t depend on grant/fund accounting to run your business
• Provide staff with reports that make sense to them• Meet with staff and review the progress• Take the time to analyze the data
Emphasis on quality
• Make your standards clear• Identify quality when you see it, praise it• Perform in-progress inspections• Involve staff in problem resolving quality
issues• Create feedback loops
The Art and Practice of the Learning Organization
• Systems thinking• Personal mastery• Mental models• Building shared vision• Team learning
Peter Senge, The Fifth Discipline
No Orphans A case study in systems thinking and
program revitalization
• Unhappy clients• Marginal workmanship• Not meeting production goals (closure)• Bickering staff, finger pointing• 100 open projects• Vendors not getting paid• No one taking responsibility
Orphan, definedor·phan n1. a child whose parents are both dead or who has been
abandoned by his or her parents, especially a child not adopted by another family
2. a young animal whose mother is dead or has abandoned it
3. an opening line of a paragraph that is also the last line on a page, cut off from the rest of the paragraph by the page break.
4. what the Opportunity Council was doing to it’s client because they didn’t have systems of accountability
(Problem)on the surface
• To many open projects– (No established goal for project completions)
• Lots of calls from unhappy clients in progress– (Gaps in quality assurance, incomplete system)
• Middle management always asking for more staff– (No routine review of production goals, unclear expectations)
• To many trips out to each household– (Lack of mentoring and monitoring by the director)
• Development of program came to a halt– (Systems were not thought out well enough in advance to implement
new technology or new programs)
(Problem)on the surface
• Vendors not getting paid– (A parent agency problem that exacerbated the other problems)
• No one taking responsibility, people problem– (Unclear roles and responsibilities)
Continuity
• Everyone was running their own program– No shared vision– Little accountability– Lack of discipline– Roles and responsibilities not clear
Power of many? or the thoughts of a few?
• As a leader I wasn’t utilizing the biggest asset I had, the power of group thinking.
• It was my responsibility to get things fixed.• I didn’t want to go through this again.
Nice guy or leader?Do you have to choose?
• Establish order and routine on the job so all workers know where they stand and what is expected of them. The discipline makes the staff feel they’re in capable hands.
• Always keep the door open to your staff members, and be generous with information that affects them. Well-informed employees are more eager and better prepared to participate.
Solutions through systems thinking
• Document individual roles and responsibilities• Consolidate contacts with clients (project coordinators
and lead technicians)• Develop a timeline for expected project closure• Establish annual and monthly production goals, review
monthly• Meet monthly and review every “open” project as a
group• Track program expenses at the program level, “real time
accounting”
Communication loops
Monthly• Safety meetings• Technician roundtable mtg.• Project Coordinators/Inspectors mtg.• Weatherization & rehab No Orphans• Emergency furnace repair No Orphans• Building Performance Center No Orphans
Communication loops
Quarterly• Energy & Home Repair Management Team mtg.
Every other month• Energy & Home Repair all staff mtg.
Annual• All day retreat with families
Opportunity CouncilEnergy & Home Reapir
Jon MartinDevelopment Manager
Gail McDonald.5 Admin Asst.
Tamara RollinsRehab Intake
Vicki LippiattFiscal Coordinator
Chris ClayTechncial Coordinator QA
Fred KunchickTech I
Mark WickmanLead Technician
Klayton WilliamsTech I
OPENTech I
Tom BrentonLead Techncian
Jim HendrickTech I
Bob GronhovdLead Technician
Kyle WhiteProduction Manager
Adam PopaTech II
Dan CeasarWX AuditorLead Tech
Tom BungerIsland Co WX
and Home RehabCoordinator
OpenPositionProject Coordinator
Daniel HooperProject Coordinator
Paul ReavleyProject Coordinator
IT Lead
Sean SlocumHQS Specialist
John DaviesWX & Rehab Program Manager
Toby MartinezEnergy Specialist
PollyCriscoula
Energy Specialist
Claudia BassoEnergy Lead
LorenaWeisenbergerOutreach lead
Kristan JohnsonOutreach Coordinator
Debbie PattonEnergy Assistance Prog Manager
Dave FinetDirector
Staffing rules of thumb
• Managers should supervise no more than 6 supervisors
• Construct a progressive skill set for staff to achieve, so staff are ready for promotion
• Hire from within whenever possible• Don’t put staff in positions they are not ready for• Schedule regular meetings, don’t cancel
Quality Assurance
• Separate quality assurance and production• Quality assurance staff are responsible for training
Their role is to not only identify quality issues but to work with staff and management to
resolve them.
Roles and Responsibilities
• Objective:
キキ To communicate the team philosophy of Energy and Home Repair Services Management.
キキ Clarify roles and responsibilities of team members.
キキ Build a common vision of how we need to work together and interact to effectively deliver our services and meet our goals.
Project Coordinators
1) Develop a well thought out project plan that meets the clients needs, achievable
by the crews and reasonably within our funding parameters
2) Communicate the project plan to the lead tech prior to the start of the project.
3) Identify potential obstacles with the project, major repairs, lead issues ect.
4) Coordinate subcontractors so they don’t interfere with crew progress.
5) Check in daily with the lead tech on the progress of the project, see what you can
do to help.
6) Solicit input on the project plan from the lead and QA, be thick skinned.
7) Be part of the job, support your lead tech, they may be out sick tomorrow, have
you kept up on the progress of the job well enough to support the techs that
backup the lead?
8) Check in on-site at your projects with the lead when there are contentious or
complicated issues or diffi cult processes.
9) Pre order any specialty items and check with the person doing inventory and
purchasing to make sure the necessary materials are in stock.
10) Have an expectation you wil l receive training and technical assistance, from
quali ty assurance, project coordinators and the program manager.
1) Communicate your needs to the program manager.
Tools
• Spreadsheets that track monthly progress, both financial and individual production
• Establish a rate• Standardize and consolidate forms
Planning
• Agency strategic plan• Energy & Home Repair strategic plan• Annual production plan• Annual staff plan• Individual staff plans• Budget development
Program accountability
• Every program should be able to answer….• How many units will you do this year?• How many units will you do this month?• What is your average cost per unit?• How many utility $ do you average per unit?• What is your program goal or timeline for
completing a project?• If you have crews, on average how many days does
it take to complete a unit?
Dave Finet
bpc.oppco.org