Defining Values, with Speaking Out as an example

Which espoused values and desired behaviors will best enable an organization to live its quality purpose? There’s been a lot of writing and thought on this, and for this post, I am going to start with ISO 10018-2020 “Quality management — Guidance for people engagement” and develop an example of a value to build in your organization.

ISO 10018-2020 gives 6 areas:

  • Context of the organization and quality culture
  • Leadership
  • Planning and Strategy
  • Knowledge and Awareness
  • Competence
  • Improvement

This list is pretty well aligned to other models, including the Malcolm Baldrige Excellence Framework (NIST), EFQM Excellence Model, SIQ Model for Performance Excellence, and such tools as the PDA Culture of Quality Assessment.

A concept that we find in ISO 10018-2020 (and everywhere else) is the handling of errors, mistakes, everyday problems and ‘niggles’, near misses, critical incidents, and failures; to ensure they are reported and recorded honestly and transparently. That the time is taken for these to be discussed openly and candidly, viewed as opportunities for learning how to prevent their recurrence by improving systems but also as potentially protective of potentially larger and more consequential failures or errors. The team takes the time and effort to engage in ‘second orderproblem-solving. ‘First order’ problem solving is the quick fixing of issues as they appear so as to stop them disrupting normal workflow. ‘Second order’ problem solving involves identifying the root causes of problems and taking action to address these rather than their signs and symptoms. The team takes ownership of mistakes instead of blaming, accusing, or scapegoating individual team members. The team proactively seeks to identify errors and problems it may have missed in its processes or outputs by seeking feedback and asking for help from external stakeholders, e.g. colleagues in other teams, and customers, and also by engaging in frequent experimentation and testing.

We can tackle this in two ways. The first is to define all the points above as a value. The second would be to look at themes for this and the other aspects of robust quality culture and come up with a set of standard values, for example:

  • Accountable
  • Ownership
  • Action Orientated
  • Speak up

Don’t be afraid to take a couple of approaches to get values that really sing in your organization.

Values can be easily written in the following format:

  1. Value: A one or two-word title for each value
  2. Definition: A two or three sentence description that clearly states what this value means in your organization
  3. Desired Behaviors: “I statement” behaviors that simply state activities. The behaviors we choose reinforce the values’ definitions by describing exactly how you want members of the organization to interact.
    • Is this observable behavior? Can we assess someone’s demonstration of this behavior by watching and/or listening to their interactions? By seeing results?
    • Is this behavior measurable? Can we reliably “score” this behavior? Can we rank how individual models or demonstrates this behavior?

For the rest of this post, I am going to focus on how you would write a value statement for Speak Up.

First, ask two questions:

  • Specific to your organization’s work environment, how would you define “Speak Up.”
  • What phrase or sentences describe what you mean by “Speak Up.”

Then broaden by considering how fellow leaders and team members would act to demonstrate “Speak Up”, as you defined it.

  • How would leaders and team members act so that, when you observe them, you would see a demonstration of Speaking Up? Note three or four behaviors that would clearly demonstrate your definition.

Next, answer these questions exclusively from your team member’s perspective:

  • How would employees define Speaking Out?
  • How would their definition differ from yours? Why?
  • What behaviors would employees feel they must model to demonstrate Speaking Out properly?
  • How would their modeled behaviors differ from yours? Why?

This process allows us to create common alignment based on a shared purpose.

By going through this process we may end up with a Value that looks like this:

  1. Value: Speaking Out
  2. Definition: Problems are reported and recorded honestly and transparently. Employees are not afraid to speak up, identify quality issues, or challenge the status quo for improved quality; they believe management will act on their suggestions. 
  3. Desired Behaviors:
    • I hold myself accountable for raising problems and issues to my team promptly.
    • I attack process and problems, not people.
    • I work to anticipate and fend off the possibility of failures occurring.
    • I approach admissions of errors and lack of knowledge/skill with support.

Culture of Quality Initiatives

At the heart of culture is a set of behaviors and beliefs, that indicate what is important to the organization and drive all decision-making. Culture, and weaknesses within it, drive the root cause of many problems, and improving quality culture is an essential part of continuous improvement.

Culture is often the true reason for the behavior of people within an organization and it can often be deeply unconscious and not rationally recognized by most members. These ideas are so integrated that they can be difficult to confront or debate and thus difficult to change.

How we Build Quality

A critical part for improving culture is being able to measure the current situation. A great place to start is using a survey-based to gather input from employees on the current culture of quality. Some of the topic areas can include:

Some of the feedback methods to utilize once you have a baseline can include:

Feedback MethodWhen to use
Focus GroupsYou want detailed feedback on a number if issues AND employees are generally willing to speak on the record
Short, targeted surveysYou have a number of close-ended findings to test AND your organization is not suffering survey fatigue
Informal conversationsYou want to gain context of a few data points AND you have a trusted circle

As you build improvements, you will introduce better metrics of success.

Once you a good set of findings select 2-3 key ones and design experiments.

Pitfalls and Keys to Success for Experiments in Quality Culture
Experiment for Success

Failing the Culture We Build is a Moral Injury

We as organization leaders are striving to build a high performing organization that might look like this:

High-Performance Cultures
Leaders are skilled, admired, and build organizations that excel at results and at taking excellent care of their people and their customers
Clear and compelling vision, mission, goals, and strategy
Core values drive the culture and are used in decision making
Committed to excellence, ethics, and doing things right
Clear roles, responsibilities, and success criteria, and strong commitment to engaging, empowering, and developing people
Positive, can-do work environment
Open, candid, straightforward, and transparent communication
Teamwork, collaboration, and involvement are the norm
Emphasis on constant improvement and state-of-the-art knowledge and practices
Willingness to change, adapt, learn from successes and mistakes, take reasonable risk, and try new things
Attributes of a High Performing Culture

There is a dark underbelly to aspiring to this, leaders who either fail to meet these standards or demonstrate hypocrisy and “do-as-I-say-not-as-I-do” attitudes. Organizations that aspire, can easily be hoisted by their own petard, and there is an excellent term for this “Moral Injury.”

Moral injury is understood to be the strong cognitive and emotional response that can occur following events that violate a person’s moral or ethical code. Potentially morally injurious events include a person’s own or other people’s acts of omission or commission, or betrayal by a trusted person in a high-stakes situation. For example, look at healthcare staff working during the COVID-19 pandemic who experienced a moral injury because they perceive that they received inadequate protective equipment, or when their workload is such that they deliver care of a standard that falls well below what they would usually consider to be good enough. This is causing a mass exodus of employees.

Give some thought to how to resolve moral injuries when they happen. Include them in your change plan and make them sustainable. They can happen, and when they do they will cripple your organization.

Pump up the Fun!

People learn and solve problems when they are having fun, stress is low, and the environment encourages discovery. A core part of psychological safety.

I’ve talked before about bringing playfulness to work, about exuberance and excitement. These personal approaches can be turned to the wider organization.

Quality as a profession – not so known for fun. So we need to look for opportunities for fun, whether in our training programs, through initiatives like Quality Days, or any other place we can find it.

Here are some ideas for organizing fun to drive a quality message.

Activity Name

Description

Cost required

Effort required

Impact/ Learning Opportunity

Learning Outcome

Video Competitions

Contest of team videos with stories about how they transfer quality or outline continuous improvement projects. Teams may also record a best practice to be shared with the organization.

Medium

High

High

-Video and poster viewership helps transfer quality behaviors and values to others.

-Employee-created messages are more credible, giving them a stronger impact on transferring the culture of quality throughout the organization.

Poster Signing

Teams can sign a poster to make a commitment to quality. They can hold a contest for designing the best Quality Day poster.

Low

Low

Medium

Employee Idea Demonstrations

Make peer idea generation (quality ideas) visible to all employees through the use of regularly refreshed public “progress boards” and idea showcases where projects are publicly evaluated.

Low

Medium

High

-Shows employees that quality focus is something that peers around them prioritize and benefit from.

-Provides employees a benchmark for what behaviors are expected from them and encourages the ones whose ideas are recognized.

Quality Awards and Recognition

Publicly recognize individuals and teams with a trophy/certificate for consistently embodying quality in their work. Awarding behaviors, not just outcomes, increases employee engagement.

High

Medium

High

-Helps engage employees in quality improvement efforts by demonstrating that despite other objectives and priorities, quality remains important to leaders.

Client/ Customer Visit

Invite your clients/customers to visit and talk about their experience with the product/service and the importance of quality.

High

High

High

-Helps employees understand how a high-quality mindset avoids customer-facing mistakes and leads to greater customer satisfaction.

Games

Word-Play Games: A group of employees can play games like Scrabble and Bingo with quality terminology.

Low

Low

Medium

-Quick games help employees become aware of quality terms, tests, standards in a fun way.

Trivia Games: Employees can play games such as “Jeopardy” and beer pong with quality standards, tests, tools to educate themselves.

Low

Low

Medium

Articles on Quality

Share blogs and articles on quality.

Low

Medium

Medium

-Increases quality’s visibility across the organization and promotes awareness.

Quality Quiz Competition

Employees can take quizzes on quality-related concepts.

Low

Medium

High

-Tests employees’ awareness and creates a healthy competition to know more.

Quality Merchandise (swag)

Distribute T-shirts, mugs, badges with quality quotes to employees. Reward contest winners with goodies such as chocolates with quality phrases written on them.

High

High

Medium

-Provides more visibility to quality and imparts a sense of pride in employees.

 

Leveraging fun is a good way to help build a culture of quality.

Building moments of planned fun is work, and should be part of the overall Quality Plan, with activities and milestones clearly marked and executed towards.

Implementing a Quality Ambassador Program

Quality ambassadors can influence their peers to prioritize quality, thereby strengthening the culture of quality in the organization. Quality leaders can use this guide to develop a quality ambassador program by identifying, training, and engaging ambassadors.

Utilizing Kotter’s eight accelerators for change, we can implement a Quality Ambassador program like this:

AcceleratorActions
Create a strong sense of urgency around a big opportunityDemonstrate the organizational value of Ambassadors by performing a needs analysis to assess the current state of employee engagement with quality.
Build and evolve a guiding coalitionBring together key stakeholders from across the organization who will provide input in the program’s design and support its implementation.
Form a change vision and strategic initiativesIdentify the key objectives for implementing a Quality Ambassador program and outline the lines of effort required to successfully design and pilot it.
Enlist a volunteer armyReach out and engage informal leaders at all levels of the organization. Find your current informal Ambassadors and draw them in.
Enable action by removing barriersBe vigilant for factors that impede progress. Work with your Ambassadors and senior leaders to give teams the freedom and support to succeed.
Generate and celebrate short-term winsPilot the program. Create success stories by looking at the successful outcomes of teams that have Quality Ambassadors and by listening to team members and their customers for evidence that quality culture is improving. Your goal will be to create an environment where teams that do not have Quality Ambassadors are asking how they can participate.
Sustain accelerationScale the impact of your program by implementing it more broadly within the organization.

Define the Key Responsibilities of Quality Ambassadors

  
What activities should Quality Ambassadors focus on?  Example: Reinforce key quality messages with co-workers. Drive participation in quality improvement projects. Provide inputs to improve culture of quality. Provide inputs to improve and maintain data integroty
What will Quality Ambassadors need from their managers?    Example: Approval to participate, must be renewed annually
What will Quality Ambassadors receive from the Quality team?    Example: Training on ways to improve employee engagement with quality. Support for any questions/objections that ariseTraining on data integrity  
What are Quality Ambassadors’ unique responsibilities?    Example: Acting as the point of contact for all quality-related queries. Reporting feedback from their teams to the Quality leadership. Conveying to employees the personal impact of quality on their effectiveness. Mitigating employee objections about pursuing quality improvement projects. Tackling obstacles to rolling out quality initiatives
What responsibilities do Quality Ambassadors share with other employees?    Example: Constantly prioritize quality in their day-to-day work  
Expected time commitment    Example: 8-10 hours/month, plus 6 hours of training at launch

Metrics to Measure Success

Type of MetricsList of MetricsDirect Impact of Ambassador’s workRecommendations
Active Participation LevelsPercentage of organizational units adopting culture of quality program.
The number of nominations for quality recognition programs. Quality observations were identified during Gemba walks. Participation or effectiveness of problem-solving or root-cause processes. The number of ongoing quality improvement projects. Percentage of employees receiving quality training  
HighAmbassadors should be directly held responsible for these metrics
Culture of Quality AssessmentsCulture of quality surveys. Culture of quality maturity assessmentsMediumThe Quality Ambassador program is a factor for improvement.
Overall Quality PerformanceKey KPI associated with Quality. Audit scoresCost of poor qualityLowThe Quality Ambassador program is a factor for improvement.