Tag Archives: empower

Trivallis: Changing culture within the frontline

Darllenwch y flogbost yn Gymraeg

In the third of a series of posts on the Chartered Institute of Housing’s Frontline Futures Programme, Dyfrig Williams spoke with Jonathan Tumelty of Trivallis to find out how they are empowering their staff to lead service changes.

At our recent event on improving digital leadership and ownership, Chris Bolton shared a slide that showed the vast number of business fads that had been implemented within organisations in recent years. It’s probably not surprising that some staff aren’t jumping for joy at the prospect of digital transformation being the latest change process that’s being implemented at their organisation. So how can organisations go about changing the way that they do business?

Richard Pascale's chart of (many) business fads, with Digital Transformation manually added

At Tai 2017, I spoke with Jonathan Tumelty about how Trivallis have enabled frontline teams to lead their service change.

What did Trivallis do?

Trivallis found that their teams were working in silos as they were grouped by job roles. Each area of responsibility would be informed by others, but this structure almost encouraged clashes and ended up with fraught relationships between different areas of the business. They decided to align their systems geographically based on the patches that they work in, but this was easier said than done as attempts in the past hadn’t worked.

Although Trivallis knew what their end goal looked like, they decided to hand control over how a geographical structure might work to staff by holding a series of meetings to shape the change. It started off as quite a light touch process through involving managers, then they had individual conversations with key influencers who were working on the frontline. Staff were given ownership and control of the process, and there was clear communication throughout.

What did this look like in practice?

Initially, staff got people together to map their frustrations, which was in turn affecting customer satisfaction. Employees undertook an exercise where they grouped post-it notes together, which fortunately echoed the initial thought process. They developed principles for these new ways of working with staff, with the managers only offering very broad parameters. Pilot teams were set up to test the plans that had been put together by staff, and they then worked to unblock barriers that they faced. In the first few meetings the staff were waiting for directions from Managers, but eventually they began to take control of the exercise themselves. Jonathan described the process like this video from a music festival, where one person starts the discussion, and gradually more and more people get involved. People who weren’t initially keen to take part ended up really wanting to be part of it.

From the staff feedback, Trivallis created virtual teams. Now all frontline services have been split up by areas, and the next phase is to build links between each team. The services are no longer siloed services, but a multi-skilled team working around an area. Jonathan said that this localised approach had been achieved without changing policies or any change in spending – it was all about empowerment and identifying power.

The power bases, including reward; coercive; expert; information; referent; legitimate

To go back to our recent Digital Seminar where we looked at digital leadership and ownership, Kelly Doonan ran a fascinating workshop for us on influencing change. Kelly shared French and Raven’s power bases in her workshop to help people understand where their power lies. It’s fascinating here to see how managers shared their legitimate power, whilst also harnessing frontline staff’s expert power from their delivery experience. It was great to hear from Jonathan about how Trivallis have made the work a success. If you’ve improved your organisation’s work by sharing power, we’d love to hear from you about how the changes that you’ve made have resulted in better public services.

Asset Transfer: Everything you need to know

What were the key learning points from WCVA’s Asset Transfer event? The National Assets Working Group reflect on the day.

Asset TransferThe Asset Transfer event organised by the WCVA was a day of learning for all of us involved in community asset transfers – community groups, local councils and members of the National Assets Working Group (NAWG). For us in NAWG, it was an opportunity to engage directly with groups taking part in community asset transfers.

Setting out our stall

Sharing a stand with colleagues from the Welsh Government responsible for the Protecting Community Assets consultation, we brought our lifetime supply of Community Asset Transfers in Wales – A Best Practice Guide. By the time Lyn Cadwallader, Chair of One Voice Wales recommended the guidance, all copies of the English language version had gone (luckily, the internet never runs out!)

Our Welsh Government colleagues also offered up copies of their consultation on Protecting Community Assets (closing date 11 September 2015) – please have your say.

Opening Speeches

Jane Hutt AM, Minister for Finance and Government Business, outlined the Welsh Government’s support for community asset transfer and took questions from delegates. One question from the floor (with no easy answer) asked about funding for feasibility studies for community groups looking to take over community assets.

After the Minister’s speech, there were two speakers from the social enterprise sector; Louise Barr from Monwel, discussed their expansion as Wales’ largest signage manufacturer. The second speaker, Dinah Pye, from Cynon Valley Museum outlined their story in negotiating with Rhondda Cynon Taf council to re-open their heritage museum. She outlined the challenges arising from originating as a pressure group, then morphing into Trustees of the facility; namely that they had the correct skillset for the future and the importance of getting expert advice at the right time on contracts and employment law.

Workshops

We were as keen to learn from the event as we were to engage with people and attended different workshops to gain some coverage of the issues being discussed. These included DTA Wales’ workshop on establishing viability of the community enterprise/ service – exploring how if an asset wasn’t viable, then it could become a liability.

Empower delivered an interesting workshop on developing an entrepreneurial culture within the team – stressing the need to be clear in target setting for outcomes; transparency on why that was necessary (how much money would be required each month to stay viable); and the need for everyone involved to own the solutions. There were also some sobering examples of poor management and cost control, bringing charities to the brink of insolvency.

There was a lot of emphasis given to the need to be as prepared as possible – business plans, employment law and TUPE were mentioned as recurring themes.

Representatives of Unity Trust Bank (an ethical and social bank) and the WCVA funding programme talked through how and when to access the funding available to social enterprise and community groups for both the initial community asset transfer and following that, any capital investment that might be needed. The message to take away was that loan finance can actually help attract other grant funding as the bank welcomes being part of match funding with other funding partners. Applicants should not be afraid to consider a range of funding streams and be prepared to think outside the box. There is plenty of advice and help available, be brave they said!

Geldards talked delegates through the legal issues that can present when groups and individuals take up the challenge of pursuing an asset transfer. They helped navigate the potential steps from a germ of an idea through to a full incorporation as a charitable or social enterprise organisation, focusing on how the risk of personal liability for an asset can be managed.

Logos of organisations that contributed

Organisations that contributed to the conference

Reflections on the day

The event presented much needed access to information and professional advice, which can be provided by contacting the WCVA on their number: 0800 2888 329.

Whilst the work of the NAWG is focussed on the Welsh public sector, with the spotlight on community asset transfer, it was useful for us to discover the experiences of delegates, first hand. This will inevitably inform our work in this area and practically speaking, inform the development of our website and future guidance work. Engage with us at assetscymru@wales.gsi.gov.uk.

Trosglwyddo Asedau: Popeth y mae arnoch angen ei wybod

Beth oedd y pwyntiau dysgu allweddol o’r digwyddiad Trosglwyddo Asedau WCVA? Yn y blogbost yma mae Gweithgor Asedau Cenedlaethol yn edrych nôl dros y diwrnod.

Trosglwyddo AsedauRoedd y digwyddiad Trosglwyddo Asedau a drefnwyd gan WCVA yn ddiwrnod o ddysgu i bawb ohonym sy’n rhan o drosglwyddo asedau cymunedol – grwpiau cymunedol, cynghorau lleol ac aelodau o NAWG (Gweithgor Asedau Cenedlaethol). I ni sy’n rhan o NAWG, roedd y digwyddiad yn gyfle i siarad yn uniongyrchol â grwpiau sy’n cymryd rhan mewn trosglwyddiadau asedau cymunedol.

Codi’n stondin

Gan rannu ein stondin â chydweithwyr o Lywodraeth Cymru sy’n gyfrifol am yr ymgynghoriad Amddiffyn Asedau Cymunedol, daethom â llond gwlad o lyfrynnau Trosglwyddo Asedau Cymunedol yng Nghymru – Canllawiau Arferion Gorau. Erbyn i Lyn Cadwallader, Cadeirydd Un Llais Cymru, argymell y canllawiau, roedd pob copi Saesneg wedi mynd (yn ffodus, mae’r we yn ffynhonnell ddi-ben-draw!)

Hefyd, roedd ein cydweithwyr o Lywodraeth Cymru yn cynnig copïau o’u hymgynghoriad ar Amddiffyn Asedau Cymunedol (dyddiad cau 11 Medi 2015) – dywedwch eich dweud.

Areithiau Agoriadol

Amlinellodd Jane Hutt AC, y Gweinidog Cyllid a Busnes y Llywodraeth, gefnogaeth Llywodraeth Cymru dros drosglwyddo asedau cymunedol a derbyniodd hi gwestiynau gan y rhai a oedd yn bresennol. Gofynnodd un ynghylch cyllid ar gyfer astudiaethau dichonoldeb i grwpiau cymunedol sydd eisiau mabwysiadu asedau cymunedol – cwestiwn heb ateb hawdd.

Ar ôl araith y Gweinidog, cafwyd anerchiadau gan ddau siaradwr o’r sector menter gymdeithasol; trafododd Louise Barr o Monwel ehangiad y cwmni fel cynhyrchwyr arwyddion mwyaf Cymru. Amlinellodd yr ail siaradwr, Dinah Pye o Amgueddfa Cwm Cynon, hanes eu trafodaethau â chyngor Rhondda Cynon Taf er mwyn ailagor eu hamgueddfa dreftadaeth. Amlinellodd yr heriau sy’n codi o ddechrau fel carfan bwyso, a’r heriau o drawsffurfio’n Ymddiriedolwyr ar gyfer y cyfleuster; hynny yw yr heriau o feddu ar y sgiliau cywir ar gyfer y dyfodol a gwybod y pwysigrwydd o gael cyngor arbenigol ynghylch cytundebau a chyfraith cyflogaeth ar yr amser cywir.

Gweithdai

Roeddem mor awyddus i ddysgu o’r digwyddiad ag yr oeddem i siarad â phobl ac aethom i weithdai gwahanol er mwyn clywed trafodaethau ar y materion amrywiol dan sylw. Roedd y rhain yn cynnwys gweithdy DTA Cymru ar sefydlu hyfywedd y fenter gymunedol/ y gwasanaeth cymunedol – dysgu sut y gallai ased ddod yn ddyled os nad oedd yn hyfyw.

Darparodd Empower weithdy diddorol ar ddatblygu diwylliant entrepreneuraidd oddi mewn i dîm – gan bwysleisio’r angen i osod targedau clir ar gyfer canlyniadau; eglurder am pam yr oedd y targedau hynny’n angenrheidiol (faint o arian y byddai’r tîm ei angen pob mis i aros yn hyfyw); a’r angen i bawb sy’n rhan o’r tîm gymryd cyfrifoldeb dros yr atebion. Hefyd, roedd sawl enghraifft ddifrifol o reoli gwael a cholli gafael ar gostau, sy’n gadael elusennau ar fin distryw ariannol.

Roedd llawer o bwyslais ar yr angen i baratoi cymaint ag sy’n bosibl – roedd cynlluniau busnes, cyfraith cyflogaeth a TUPE (Rheoliadau Trosglwyddo Ymgymeriadau (Diogelu Cyflogaeth) 1981) yn themâu cyson.

Siaradodd cynrychiolwyr Unity Trust Bank (banc cymdeithasol ac ethegol) a chynrychiolwyr rhaglen ariannu’r WCVA am sut a phryd i wneud cais am yr arian sydd ar gael i grwpiau cymunedol a grwpiau menter gymdeithasol ar gyfer trosglwyddo’r asedau cymunedol yn y lle cyntaf ac unrhyw fuddsoddiad cyfalaf a allai fod yn angenrheidiol ar ôl hynny. Y neges i’w chofio oedd y ffaith y gall cyllid trwy fenthyciadau helpu i denu ariannu trwy grantiau eraill, gan fod y banc yn hapus i fod yn rhan o gyllideb gyfatebol gyda phartneriaid ariannu eraill. Ni ddylai ymgeiswyr ofni ystyried ystod o ddewisiadau ariannu a dylent baratoi i feddwl yn wreiddiol. Mae digon o gyngor a chymorth ar gael, felly eu neges oedd: byddwch yn ddewr!

Siaradodd Geldards am y materion cyfreithiol a all godi pan fydd grwpiau ac unigolion yn ceisio mynd ati i drosglwyddo asedau. Aethant ati i dywys y gynulleidfa ar hyd camau posibl y daith o’r syniad bach cyntaf i gorfforaeth lawn fel cymdeithas menter gymdeithasol neu elusennol, gan ganolbwyntio ar sut y gellir rheoli’r risg o atebolrwydd personol dros asedau.

Logos sefydliadau a gyfrannodd i'r digwyddiad

Sefydliadau a gyfrannodd i’r digwyddiad

Myfyrio ar y diwrnod

Roedd y digwyddiad yn gyfle i bobl gael gwybodaeth a chyngor proffesiynol hanfodol. Gallwch gael yr wybodaeth a’r cyngor trwy gysylltu â’r WCVA ar: 0800 2888 329.

Er bod NAWG yn canolbwyntio ar sector cyhoeddus Cymru, gyda’r sylw ar drosglwyddo asedau cymunedol, roedd yn ddefnyddiol dysgu am brofiadau cynrychiolwyr o lygad y ffynnon. Bydd hyn yn siŵr o lywio ein gwaith yn y maes hwn ac o safbwynt ymarferol, yn ein helpu i ddatblygu ein gwefan www.assetscymru.org.uk a’n canllawiau ar gyfer y dyfodol. Siaradwch â ni trwy anfon e-bost i assetscymru@wales.gsi.gov.uk.