Running Head: CORPORATE TECHNICAL TRAINING Corporate Technical Training Crystal Gully Jodaisha Palmer Rachna Gaur Kate Craig Jessica Saenz Texas A&M University EHRD 625 5/2/2014 CORPORATE TECHNICAL TRAINING Context: About the Organization The Texas A&M University project team was to conduct an Organizational Development or OD assessment in an organization of our choice. One of the team members is a current employee at a large oil and gas company in Houston, TX and the team was granted permission to conduct the assessment in its technical training organization. This introductory section describes general characteristics of the client organization. Description of Oil & Gas Corporation Our project team was granted permission to conduct an OD assessment in the world’s largest publicly traded international oil and gas corporation. According to the 2013 Annual Report Summary, the corporation has approximately seventy-five thousand employees worldwide. Our project was conducted in one of their technical training organizations. In today’s competitive business environment companies acknowledge that people are their biggest asset and that highly capable people contribute the most to competitive advantage in today’s marketplace. The corporate client is committed to maximizing the talent of a high-performing workforce through multiple technical training programs. In 2012, major business units of the corporation spent more than $88 million on training, reaching more than 76,000 participants. In addition to formal training, a variety of job experiences and development tools tailored to individual needs throughout an employee’s career. Upstream Division & Upstream Technical Training Our team’s Organizational Development project took place in two overlapping training organizations. The newly formed Corporate Learning Organization (CLO) and the Upstream Technical Training Organization (UTT). The corporation is divided into four major divisions: Upstream, Downstream, Chemicals and Natural Gas and Power Marketing. The Upstream 1 CORPORATE TECHNICAL TRAINING division is comprised of five different functional companies that all work on the capture and production of hydrocarbon resources. The Upstream division is made up of the Exploration, Development, Production, Ventures, Research and Gas and Power Marketing companies and they are all headquartered in Houston, TX. The Upstream Technical Training (UTT) organization is a part of the Research Company, but supports the training programs of all of the Upstream technical curriculum committees. Also in Houston, TX is the Upstream Technical Training Center (UTTC), a building dedicated to the purpose of training the industry’s most capable technical workforce. Over 80% of the UTT classes are delivered at UTTC and the other 20% are delivered on-site around the world or in the case of geology field schools, on location in the field. The Upstream curriculum committees are matrix organizations that provide training and career development opportunities for Upstream technical and commercial employees. The training curriculum is not owned by UTT; but is owned by curriculum families that manage the career and learning development activities for the Upstream technical and commercial professionals. Upstream Technical Training & Corporate Learning Organization Historically, UTT was made up of three teams, Course Delivery, Course Development and Curriculum Management. With the creation of the CLO in 2013 all training delivery activities are now centrally managed by the CLO. When the UTT Course Delivery team transitioned to the CLO, their titles were changed from Training Administrator (TA) to Learning Delivery Coordinator (LDC). The Course Delivery team is responsible for coordinating the course delivery logistics of all the Upstream technical training classes including catering, room arrangements, computing support and course materials. Even though the Upstream Course Delivery team is managed centrally by the CLO, the team physically still works in the same 2 CORPORATE TECHNICAL TRAINING location (UTTC in Houston) and does the same job for the Upstream technical training classes. The UTT Course Development team is responsible for instructional design and adult learning expertise. Because the entire UTT curriculum is owned and developed by the functional curriculum committees and their technical subject matter experts (SME’s), the instructional designers at UTT provide internal consulting on course development best practices and instructional effectiveness. The UTT course development team also manages the learning analytics and curriculum measurement activities for the UTT curriculum committees. The curriculum management team liaisons between UTT and the functional curriculum committees. The Upstream curriculum managers are experienced technical employees, who support the stewardship of the technical curriculum programs including, forecasting and demand planning, budgeting, instructor succession planning, technical competency management and curriculum effectiveness. All three teams work together to support the overall quality, efficiency and effectiveness of the Upstream technical training programs. Organizational Issues The following section addresses the early phase of the project including initial contact with the client and scoping the project’s purpose. Initial Contact with UTT Our team first approached, Mark Bush, the manager of the Upstream Technical Training organization to gauge his interest in participating in the Organizational Development (OD) class project. After clarifying that OD pertained more to overall organizational effectiveness rather than organizational design – as it is referred to in the company, he was supportive and gave the team permission to conduct the project. Originally, Mark suggested that we work with Frank Blackmer, the supervisor of the UTT course development and course management teams. The 3 CORPORATE TECHNICAL TRAINING University OD team conducted an initial meeting with Frank and his team lead, Ralph Pauls. Frank and Ralph were enthusiastic about the OD project and suggested a potential area for improvement and study was the Request to Attend process (RTA). The Request to Attend process is a legal process that must be completed for any non-employee students (third party students) to attend the company’s internal training classes. Because the company operates worldwide and competes for business internationally, training opportunities and technical curriculum programs are often offered to National Oil Company’s (NOC’s) employees as a way to gain access to their resources and ultimately partner in business ventures. When the company partners with NOC’s their employees attend our technical training classes. However, the company has to be careful of not breaking any export control laws in the process of sharing training curriculum. To document this process, UTT created the RTA documentation process which track and record management approvals for third party students, which attend UTT courses. The RTA process is a complicated legal process that not many people in the company understand, the CLO owns the process but UTT stewards the process and has a full-time RTA administrator to manage the process for each class affected by third party students. Frank and Ralph both suggested that there were opportunities to improve the execution of the RTA process. As mentioned previously, the RTA process is owned by the CLO but stewarded by UTT, so Frank and Ralph both suggested that we involve Trent Bailly, the supervisor of the CLO Upstream course delivery team. Corporate Learning Organization – Learning Delivery Team Our project team immediately scheduled a second meeting with Trent Bailly and his team leads, Gail Kuzan and Tammy Hayes. During that meeting Trent confirmed that the RTA process has much opportunity for improvement and in addition, and OD project would be helpful for his team since they had recently undergone personnel changes when transitioning from UTT to the 4 CORPORATE TECHNICAL TRAINING CLO. Trent’s team had increased in size when LDC’s were moved into the CLO from the business training functions. Trent did not go into any detail about issues his team was having with the organizational transition, but it was implied that the study would be helpful in identifying critical issues and that he would appreciate the interventions suggested by the University project team. Project Scope After the two meetings with UTT and the CLO course delivery team, our University team realized that our project was not going to be simple and straightforward. We were basically conducting an OD assessment of two related internal organizations and a legal process that impacted all of the Upstream division and NOC business affiliates. In an effort to simplify our approach, our team identified Trent Bailly and the CLO LDC team as our primary client and Frank Blackmer and the UTT team as a secondary support organization. Our project goals were to represent Texas A&M University with scholarship and professionalism while providing our clients with value from meaningful interactions and experiences. Organization Assessment Methods The following section addresses the methods used by the Texas A&M University team to conduct the organizational assessment. Approach and Rationale The Texas A&M University graduate student consulting group aimed to offer the UTT organization development (OD) interventions that could be applied any time the organization desires to make a planned improvement towards the RTA process using OD values. Prescribed interventions could be especially useful in the following situations for UTT: 5 CORPORATE TECHNICAL TRAINING To help align functional structures involved in the RTA process so they are working together effectively for its common purpose To create a strategic plan for how those involved with the RTA process are going to make decisions about the future of the process and achieving that future To manage conflict that may exist among individuals, groups, functions, and sites of the RTA process when such conflicts disrupts the ability of the organization to function in a healthy way To put in place sub-processes that can help improve the ongoing operations of the RTA process To create a collaborative environment that helps the RTA process be more effective and efficient To assess working environment, to identify strengths on which to build and areas in which change and improvement are needed To provide help and support for employees who need an opportunity to be coached in how to their jobs better To assist in creating systems for providing feedback on individual performance and periodically conducting studies to give feedback and coaching to help them in the their individual development Our hope is that the values-driven ideology of OD aligns with those values of UTT and together will encourage efforts that develop, create, and spread knowledge or increase the practice of change management and organization development that is constructive. Description of diagnostic methods and processes 6 CORPORATE TECHNICAL TRAINING After completing the Entry and Set-up phase as per the organizational development process the team progressed into the phase of Assessment and Feedback. This phase helped us to pinpoint the existing strengths and opportunities for improvement in the UTT and CLO teams. For that purpose, we used two methods to collect data, first is an individual interview and second is through survey. Methods used to collect data Our A&M university team conducted interview both telephonic and face to face. We had interviewed ten people of ExxonMobil in total. Five were from CLO team and rest of the five from UTT team. The following were many reasons for conducting individual interview: it gives our team a chance to develop trust with the interviewer that helps us collect much useful data; interviews were conducted in private, therefore it gave the feeling to interviewee that all information provided by him or her will be kept confidential; and this approach gave us flexibility to ask the questions again in different words until the desired results are not achieved or it can clarify the meaning of what interviewee said. The second method we used to collect the data was a survey. We prepared a survey that contains questions with a range of responses from quantitative and qualitative. The quantitative questions used a scale of one to five in which a selection of a one meant “Strongly Disagree” and a selection of a five meant “Strongly Agree”. The participants were also given a choice to respond with “N/A”. The survey was designed in two different ways; one is only for RTA involved parties that only asked questions about the RTA process. The other survey was for the LDC team and contained the RTA questions and additionally, questions about their work environment. The qualitative questions were in the form of open ended comments that the 7 CORPORATE TECHNICAL TRAINING participants could write-in narrative comments. The surveys were specifically designed on findings of the interview. Sampling Techniques Our team used purposive sampling techniques. Managers of both UTT and CLO team sent a list of their employees with contact details that we needed to include in our assessment. Texas A&M University team was restricted to only those employees for conducting interviews and for participation in the survey process. Rationale for collecting data The interview questions were designed in the mode of appreciative inquiry. Only the positive perspectives of the related job of an individual were focused. The questions were related to core values of the company, or their best experiences while working in RTA process. The interview protocol can be found in Appendix A of this document. This approach allowed the Texas A&M University team to collect more in-depth information about the company and RTA process. On the basis of interview questions, our team designed a likert scale survey to determine the respondent’s attitudes and feelings towards RTA process. The survey was designed in two formats, one is specifically for the RTA team and other one is for the LDC’s. A copy of the survey questions can be found in the Quick Question reports that comprise Appendix B of this document. Findings Analysis The Appreciative Inquiry Interview and Survey provided us with five major themes from the participants’ responses: communication, core values, interpersonal skills, leadership, and accountability. These five themes are essential for the RTA process to flow as smoothly as possible and for the CLO team to function effectively. Communication, being the first theme that 8 CORPORATE TECHNICAL TRAINING was found is probably one of the most important ones. Results indicated that there is a lack of communication between employees, managers, and on-site personnel at affiliate locations. This lack of communication and understanding creates tension in the RTA process and in the CLO group as a whole. Communication is a key element of the RTA process. There has to be fluid communication between employees and leadership in order for employees to understand the process and perform to the best of their ability. Employees do understand the benefits and value of executing the RTA process correctly. This item was scored very high in the Likert survey. Findings Analysis: Theme 1 It seems as if employees do not understand the overall structure and organization of this process. The likert survey does support that management in the RTA process clearly understands the requirement of this process. This goes to show that the lack of communication is a huge issue in the actual implementation and flow of this process. For instance, communication channels at the on-site locations need to receive top-down support from leadership. If not, ExxonMobil can run the risk of an external employee that has not been cleared in the system to attend a training without approval. Communication at the on-site locations is crucial due to the high-risk liability on the company’s behalf. According to the likert survey and the RTA measurement and engagement survey, the RTA process is not clear to employees. In this organization. It is also not being communicated effectively to all the parties involved. Employees do understand how important this process is to the company. The American Management Association states how, “Effective communication is an important element of success for every organization, leader, manager, supervisor, and employee. An organization whose people communicate effectively experiences fewer misunderstandings that create friction between people, waste time, and cause mistakes.” ("The importance of,”) Communication is a huge factor in this process and it should 9 CORPORATE TECHNICAL TRAINING not be taken lightly due to the importance of RTA process. The CLO group needs to create the least friction possible, because effective communication in this group is key to produce this task. It has been understood that this group deals with very stressful tasks according to the survey delivered. So, it is understandable how this can affect the overall communication in this department. Findings Analysis: Theme 2 The second theme that was presented in this assessment process was an inconsistency in regards to work-values. Employees in this organization are knowledgeable on the core values that represent ExxonMobil as a whole. The inconsistency relates to how employees apply the corporate values to their daily jobs. Throughout the interview process, it was difficult for some employees to link the organizations core values to their own actions. By providing trainings, discussions, and workshops for employees it would give them a better opportunity to learn how to apply these work-values in their daily jobs. Srivastava mentions how, “The role of personal values or work value influencing the work attitude and job outcome is enormous. The outcome which may be positive or negative seems to be getting influenced by changing values in society.” (Srivastava, 2011) Work-values do have a significant impact on the employee’s job outcome. The relationship between job outcome, work attitude, and work-values has a great influence on the employee and on the organization. Srivastava’s statement does support the idea of how workvalues should be applied in the employee’s daily job. It has an impact on work attitude and job outcome. Findings Analysis: Theme 3 The third theme discussed in the assessment was the discrepancy that was found in interpersonal skills. It is crucial for the CLO group to work as team in order to drive this process 10 CORPORATE TECHNICAL TRAINING in the direction of success. A team is a working group that commits to each other’s promotions and successes. Teamwork is an overall commitment. Teamwork is a “tool for increasing working creativity, which is implicitly leads to job satisfaction. Employees also have more commitment to their organization when team work is present” (Ghorbanhosseini, 2013). Due to the lack of communication and team effort present in the RTA process, employees in this department have not been successful in running this process effectively. The CLO group is recommended to develop team building and communication skills in order to boost productivity in this department. Communication and teamwork go hand in hand. Leadership is the fourth theme discussed in our key findings. It is the leaders’ responsibility in this organization to “encourage intrinsic motivation, facilitate problem solving, foster a positive team climate, and establish and maintain high quality work relationships with team members (Denti & Hemlin, 2012). This is needed in order for employees of the CLO group to acknowledge leadership in their department. In addition to the lack of communication and team effort, leadership is also a missing piece in this puzzle. Employees in this department would like to have an individual whom they can consult with when faced with issues regarding the RTA process. Management needs to fulfill this role as leaders for the CLO group. Leadership assists employees in leading them in the same direction and harnessing efforts jointly (Mills, 2005). The absence of leadership is equally dramatic. Without leadership, organizations move too slowly, stagnate, and lose their way. The CLO group is faced with this issue, because the department as a whole is not knowledgeable about the RTA process, nor do they want to take responsibility for the process. There has to be a leader in place in order to drive these employees to success. This leader needs to serve as a point of contact for employees in this department. The communication theme also goes hand in hand with the leadership theme. 11 CORPORATE TECHNICAL TRAINING The fifth theme relates to the RTA process directly. Issues such as accountability, role clarity, organization of the RTA process, on-site training communication, and legalities were found. Role clarity in this process refers to the inadequate organization of roles and responsibilities employees hold in the RTA process. There are too many leaders, approvers, and sponsors that are involved. This makes the process even more confusing for employees that work directly with the RTA process. In order to manage these relationships or positions it is first best to provide all workers with a corporate induction and ensure they are aware of their role within their immediate work team. The Likert survey also supported the fact that all involved parties are not clear on their role and responsibilities of the RTA process. The scores received in this area were low. This goes to show how strongly the employees in this organization feel about this issue. Secondly, it is essential to ensure all workers receive suitable training for their jobs and tasks, help develop and maintain a working environment where workers are consulted and can provide feedback on changes impacting their jobs tasks. The CLO group can create an organizational chart that gives a clear view of the organizational structure and communication channels ("Role clarity and role conflict," 2012). Also mentioned in the Workplace Health and Safety Queensland article, “poorly defined or conflicted roles in organizations can be a stressor for workers.” Poor role definition arises from a lack of clarity in workers objectives and key accountabilities” ("Role clarity and," 2012). Another important aspect of the RTA process that was discussed in the key findings was the issue of accountability. The RTA process is known as a very thorough process. This process needs to be held accountable by someone who has experience and knowledge of the RTA process. With this being said, the Likert survey supports how involved parties are not being held accountable or responsible for executing the RTA process incorrectly. 12 CORPORATE TECHNICAL TRAINING Analysis of the Current OD Practice (We used this language in the paper because it was written specifically this way in the syllabus.- we were also confused about it.) After careful analysis of the organization, we used the six boxes analysis tool to classify the concerns expressed in the interviews and surveys (Binder, 1998). The results of the six boxes analysis can be found in Appendix C of this document. Overall, our team concludes that the current state of the OD practice in the client’s organization is not at all perfect, but has many opportunities for improvement. Our team used the analysis results to identify which OD interventions would be most useful for the client’s organization. Intervention Proposals The following interventions are recommended for the client’s organization as a result of the assessment and analysis conducted by our team. Accountability Interventions Accountability is part of the larger system of performance management. We find it beneficial to note the major impact performance management has on the culture of an organization. Our recommended interventions believed as most appropriate in addressing accountability of those involved in the RTA process are 1) Ensuring that performance system supports goals and company culture 2) Strategic Planning: Scenario Planning 3) Open Systems Mapping 4) Future Search and 5) Open Space Technology Meetings. Performance management system. We suggest that a leadership coalition should work with HR personnel to create or enhance a performance management system by asking questions that will support goals of UTT and helps maintain the desired culture. These questions may be versed as: 13 CORPORATE TECHNICAL TRAINING How do we determine an individual’s contribution to the RTA process when everyone works within a system that can either support or inhibit outcomes? Should we be concerned about rewards system at the individual, team, business unit, or organization level? What is the relationship between intrinsic (from within) and extrinsic (from the outside) motivation? How should employees learn how well they are performing? What role should employees have in creating their performance management systems? How should the performance management system be communicated to employees? Scenario planning. The strategic planning approach of Scenario Planning is another suggestion that is commonly used and receives renewed emphasis. With this approach, UTT will need to consider all possible change in the RTA process environment then take into account all the potential changes in the environment. Strategic responses are formulated before there is any way to absolutely know how the environment will actually change, if at all, in the future. Open systems mapping. Open Systems Mapping is purposed to identify the changes that are required within a system. The systems theory is used in this approach with the understanding that RTA serves as the organizational system that interacts with its environment and, therefore, can be considered as an open system that always endures change. For UTT, change may be visible in the rotation of students and employees involved in the RTA process year after year. By mapping out where that state of the system currently and where UTT desires the system to be in the future will assist in determining the steps needed to be taken to close the gap between what is desired of the process. Closing the identified gaps may be accomplished with the exploration of 14 CORPORATE TECHNICAL TRAINING those factors that impact the system, the nature of the relationship, and the feelings about the relationship. The concept of Future Search would require a cross section of members involved in the RTA process to come together in a group planning meeting to examine the past, present, and future related to specific aspects of the process such as focused tasks, time constraints, and accessibility. The desired outcome is the commitment to the proposed action plan that is based on values of those involved in the RTA process. The Open Space Technology Meeting concept is based heavily on dialogue. After the issues to be considered have been identified, participants should post each issue that was determined on a wall, with a proposed agenda and time scheduled to meet to address the issue. Participants are to determine which issues meeting(s) they will be attending, and dialogue technology is used. We recommend that ideas are captured on flipcharts and are posted on a results wall. Allow participants to have the freedom to address any issue they desire, as well as express any opinion they wish regarding the issue. Quality Circles for Core Values Core Values are the core beliefs and commitments that matter most to a company and the foundation of the way it conducts business. A set of core values is the bedrock of a company’s culture. They establish standards for ethical decision making that contribute to a company’s code of ethics. Grounding policies and training programs in core values helps employees understand why certain rules are in place, so they can internalize those expectations. It is difficult to turn something conceptual into something concrete. There was some inconsistency in the findings that were analyzed from the interviews conducted. Our team found an inconsistency in the answers provided by the interviewees in regards to putting their work values into practice. Due to 15 CORPORATE TECHNICAL TRAINING these inconsistencies, our team has recommended this exercise to help the organization. This exercise will help the organization assess and understand their values in order to apply them as efficiently as possible. Our team is not only seeking the promotion of these values, we are also focusing on how employees are putting these values into practice. Linking Actions to Values Citing specific examples of how the company upholds its values is one way to make the concept of a core set of beliefs more concrete. So for every value defined, provide a sentence or two describing what that value looks like in action or identify specific actions that demonstrate the employee and company’s commitment to it. This exercise will provide the employees an opportunity to brainstorm how to apply core values in different scenarios. Through discussion employees can learn how other employees practice these values. Employees may discover ways that they can practice them as well. This exercise could take place once a month in a very informal setting in order for employees to discuss their views. This exercise could also be applied using the concept of Quality Circles. Quality Circles The concept of Quality Circles can be applied to the linking actions to value exercise or it can be conducted as its own intervention. Another option is to apply this exercise in a workshop setting. Quality circles are essentially composed of a small group of voluntary employees that meet periodically to pinpoint, examine, and analyze problems that the organization is facing. A facilitator and a coordinator lead the Quality Circle, which are chosen from top management. An organization can apply this concept by adapting it to meet their individual needs. For instance, the facilitator and coordinator may organize a discussion for the group of employees or the department members that are asked to participate. It would be ideal for most of the department 16 CORPORATE TECHNICAL TRAINING members to participate in this exercise. The following are the two anticipated limitations for this exercise: time to conduct this exercise may be limited and employees may not contribute as anticipated. Applying the Quality Circle concept for this exercise is an option. The goal of this exercise is to link or align the values of your organization to the actions of your employees. Interpersonal Skills Intervention After conducting the assessment, the team identified a main issue which is “lack of interpersonal skills” with both the UTT and CLO team. It affects smooth working of the RTA process. Strong interpersonal skills create more satisfying interactions in all environments. Interpersonal skills are the employee’s ability to get along with others while getting the job done. Good interpersonal skills are the prerequisite for many positions in such a big organization like our client’s company. Developing people skills involves building strong relationships, demonstrating ethical behavior, communicating clearly and working effectively in teams. We recommend this intervention to help in following ways: enhancing group cooperation and support, making and keeping commitment to others, interacting effectively with peers, superiors and clients. We suggest that employees must be given training on following interpersonal skills so that the desired objectives of RTA process can be achieved. Active listening. Employees must be given training so that they can improve their active listening. This will help them to understand the perspectives of others in processing of RTA. Collaboration. RTA process is only completed by working of both UTT and CLO team together. All members who are part of RTA processing must understand each other’s perspectives and co-operate each other in completing the process. 17 CORPORATE TECHNICAL TRAINING Conflict management. Managers should take the responsibilities if there are any disputes between team members or between team members of UTT and CLO. They should resolve them. Personal responsibility. Team members need to be aware of their responsibilities both with customers and within their own teams. They have to take responsibility for their own work. Effective communication. Members who are specifically part of the RTA process must be given training on communication. It is very important at the time of approvals that proper communication should take place to make sure the person who is going to attend training can get the access of approved material only. Formal training could benefit UTT since their work environment frequently changes and training could assist in solving their relationship problems and motivate positive teamwork. The importance of this approach is mainly seen in group projects like RTA. Group projects can only be completed if all team members value other people’s contribution. RTA process falls in both the UTT and CLO team domains. Formal training could help to bring both teams together in completing RTA process. Leadership/Authority Intervention The initial interview data indicated that the LDC’s were having trouble exercising authority over the internal service centers they are required to work with. However, after analysis of the surveys, the LDC’s seemed to indicate that the issue was not actually lack of leadership skill, but rather inability to hold the internal service centers accountable for delivery of services. Since LDC’s are still responsible for the final product, this puts quite a strain on them as employees. The LDC’s are responsible for getting internal service centers to actually do what they say they are going to do. But there is no contract and there is no negotiation with those people to 18 CORPORATE TECHNICAL TRAINING set those standards, so the LDC’s feel powerless to make sure the work gets done correctly. We suggest the organization try to implement an internal review system wherein the LDC writes up a standardized review of the internal service providers they work with after the completion of each project. The review will be sent to the supervisory team of each vendor and the supervisor of the LDC should be responsible for making sure this process is being completed. Weaknesses of the suggestion: obviously the supervisory staff of the internal vendors will have to CARE about this feedback, so that might be an issue. That seems counter-intuitive since we are looking to make the system as efficient as possible. Evaluation Plan We propose a longitudinal evaluation plan be conducted to help indicate if the initial proposal is working effectively. The assessment will allow UTT to better understand its ability to maintain the change efforts generated from the organization development interventions as well as lessen the likeliness of the organization to revert back to the state it was in prior to the intervention. Please keep in mind this type of evaluation requires the ongoing commitment of the organization to continue to collect data to determine whether the effects or the change is sustained. An additional benefit of this approach is that parts of the organization that were not necessarily the target of the intervention are more easily identified, this ideal is consistent with our understanding of systems theory. Longitudinal evaluation should commence on a regular basis in doing assessments for action planning and interventions to be implemented in the future. We recommend that the organization distribute a follow-up climate survey and conduct interviews with continual use of the Appreciate Inquiry methods to analyze and compare the initial perspectives to post intervention. For any training interventions that may be employed, we suggest that a post-test 19 CORPORATE TECHNICAL TRAINING questionnaire be completed by the trainee bi-yearly on their reaction to the training, learning effectiveness of the training and predicted application to the job. In addition, it is recommended that observation of the LDC’s and internal service providers performance be administered. This will allow the organization to measure the learning as a result of the course experience. Transfer of training from the classroom to the workplace should be closely assessed. We would like the organization to be mindful that many organizations do not take full advantage of using the longitudinal evaluation method due to its costs and the lack of having a full comprehension of the benefits that an organization can understand from the process. Some cautions are necessary for organizations considering the use of a longitudinal evaluation approach. First, organizational units or employees participating in the assessment may become fatigued during the process if repeated too frequently with little time between stages. This is especially so when active responses are required as seen when utilizing surveys and interviews. However, a continual collection of information and data, through statistical process control, could help mitigate or avoid this potential issue with your organization. Conclusion The purpose of our project was to conduct an OD assessment in a large oil and gas company, of two related internal organizations and a legal process that impacted all of the Upstream division and NOC business affiliates. Our project goals were to represent Texas A&M University with scholarship and professionalism while providing our clients with value from meaningful interactions and experiences. Our project limitations included a small sample size and the involvement of the client is selecting which employees were interviewed and surveyed, this limiting the variety of perspectives we could capture. However, based on the interviews and 20 CORPORATE TECHNICAL TRAINING surveys we found four key areas for improvement: inconsistency in work values; lack of interpersonal skills; leadership; and accountability and role clarity in the RTA process. We have suggested our client use OD based interventions that help them to remove the above mentioned obstacles from the smooth functioning of RTA process. The use of strategic planning, open systems mapping and future search will help to overcome the problem of accountability. RTA is a team process that depends upon the interpersonal skills of team members to execute effectively. To enhance the interpersonal skills, we suggested training that helps to increase group cooperation and support. Also, we suggest providing employees training regarding good communication skills. Alignment of work values is always important. Therefore our client must consider the concept of Quality Circles and linking action intervention to value in their work area. Finally, we also suggested that LDC supervisor reviews the internal vendor feedback collected for the internal service providers. In conclusion, our team has learned much regarding OD practices, consulting, communication, collaboration and time-management during this project. After the final review of the project findings with the client, it was our interpretation that the client also benefitted from participating in this project. The knowledge and skills acquired throughout the process will benefit the future work of both the Texas A&M University project team and the client organization. 21 CORPORATE TECHNICAL TRAINING References Binder, C. (1998). The six boxes™: A descendent of gilbert's behavior engineering model. Performance Improvement, 37(6), 48-52. Denti, L., & Hemlin, S. (2012). Leadership and innovation in organizations: A systematic review of factors that mediate or moderate the relationship. International Journal of Innovation Management. ExxonMobil Corporation (2013). Annual Report 2013 Summary. Retrieved from: http://cdn.exxonmobil.com/en/shareholderarchive/~/media/Reports/Summary%20Annual%20Re port/2013_ExxonMobil_Summary_Annual_Report.pdf Ghorbanhosseini, M. (2013). The effects of organizational culture, teamwork, and organizational development on organizational commitment: the medicating role of human capital. Tehnicki Vjesnik / Technical Gazette, 20(6), 1019-1025. Hall , A., Bowen, M., Ferris, G., Royle, T., & Fitzgibbons, D. (2007). The accountability lens: A new way to view management issues. Science Direct, 50(5), 405-413. Retrieved from http://www.sciencedirect.com/science/article/pii/S0007681307000560 McLean, G. N. (2006). Organization development: Principles, processes, performance. San Francisco, CA: Berrett-Koehler. Mills, Q. (2005). The importance of leadership. (pp. 10-22). Retrieved from http://www.cafanet.com/LinkClick.aspx?fileticket=qwswE8roe74=&tabid=96 (n.d.). The importance of effective communication. American Management Association, Retrieved from http://www.flexstudy.com/catalog/schpdf.cfm?coursenum=97003 Role clarity and role conflict. (2012). Retrieved from http://www.deir.qld.gov.au/workplace/resources/pdfs/role-clarifty.pdf 22 CORPORATE TECHNICAL TRAINING Srivastava, M. (2011). Anxiety, stress, and satisfaction among professional in manufacturing and service organizations: Fallout of personal values, work values, and extreme job conditions. SAGE, 15(3), 219-229. Wheeler,P. (2005, January 1) Retrieved from http://www.alexcelgroup.com/articles/The%20Importance%20of%20Interpersonal%20Skills.pdf 23 CORPORATE TECHNICAL TRAINING Appendix A Interview Questions 1-7 1. When you feel best about work at your organization, what do you value about it? 2. What do you most hope to contribute to your organization? 3. What do you believe to be the core value(s) of this organization? What is it that, if it does not exit, would make your organization completely different than it currently is? 4. Tell me about the best experience(s), if any, that you have had using the RTA (Request to Attend) process? 5. If success in conducting the RTA process was completely guaranteed, what steps do you believe need to be taken to achieve this? 6. How can employees support one another towards taking those steps? (What unique contribution do you believe each individual would need to make?) 7. What else would you like to tell me about your organization or the RTA process that I haven’t asked you about? 24 CORPORATE TECHNICAL TRAINING Appendix C 1) Expectations and Feedback: a. The LDC’s expressed their frustration with the expectation that they lead a team of internal vendors and providers without any authority to make sure those vendors actually deliver on their promises. The issue with this being that the LDC’s are still held responsible for the quality of the final product (the training), but they have no control over the major elements that ensure that success. 2) Tools & Resources: a. There is no supporting documentation for the RTA process which can be referenced to ensure quality control. b. The RTA process is entirely on paper, which the feedback respondents find inefficient. 3) Consequences & Incentives: a. There is no accountability for following the RTA process through including checking each student in each classroom to make sure they have the approval to be there. This is a legal issue that the respondents are held accountable for, but have little control over, especially when the classroom they are planning for is overseas, which is when following the RTA process is the most important. 4) Skills and Knowledge: a. Many of the respondents expressed frustration over the lack of training specifically on the RTA process. 5) Selection & Assignment: 25 CORPORATE TECHNICAL TRAINING a. Respondents indicated their happiness/satisfaction at the RTA process being moved to the responsibility of a single person rather than spread out. 6) Motives & Preferences: a. The respondents of the interviews indicated a feeling of distance from the espoused values of the organization. The organization puts a heavy focus on safety in the workplace, but the employees in this department don’t seem to know how that applies to them. b. The respondents have strained or distant interpersonal relationships with other members of the team and other members of the organization and have the need to build strong relationships to ensure product quality. 26