An email from the Director of Corporate Communications of a major financial institution appears on my screen. Oh, oh...have I missed a credit card payment? No, nothing so mundane. The email contains a list of questions to help me organize my thoughts for an upcoming phone interview: how can a company use humor to help a workforce cope with a broad reorganization? Not surprisingly, stress levels escalate in proportion to the "rightsizing" and downsizing. (Can anyone say "frightsizing"?) In anticipation of the interview, I email my popular, "Cutting Edge Strategies for Downsizing and Reorganizing: The Stress Doc''s ''Top Ten'' Tips for Tip Top Management." It''s a wicked satire on how top management can mismanage a restructuring. (The article almost got the emailer in trouble. She was laughing so hard when reading, a colleague stopped inside her office to make sure everything was okay.) In our phone conversation, Miss DCC immediately highlighted the first commandment: the management dictum that employees should be thankful that they still have a job -- "Keep Employees Grateful and Humble."
Clearly, this "they should be thankful" attitude reveals a critical lack of understanding regarding the powerful impact of reorganizational loss and change...not just for the "losers" but for the "survivors" as well. Examples of such change include: a) encouraging employees to take an early out, b) transferring to a new and often less desirable geographic location, c) losing valued colleagues and friends (of, course, for some, it''s good riddance), d) gradually shutting down a plant while maintaining productivity levels or e) readying employees for profound operational changes, e.g., Information Technology engineers needing to move beyond their labs and work stations in order to develop a more personal market and sales relationship with customers. Genuinely connecting to the psychological state of the individual and the corporate community is vital for buy in with the change process and for keeping transitional turbulence to non-dysfunctional levels. A systematic training program that helps people acknowledge and constructively express uncertainty and anxieties, even a sense of rage and betrayal is critical. Individuals, departments and organizations often need support and guidance to let go collectively of the old and familiar, to embrace the new and unsettling, yet potentially exciting and growth producing.
Here are two examples of institutional change -- one a macro level, the other on a micro level. Both scenarios reveal at best psychologically naive change strategies, at worst, significantly dysfunctional ones. And both also illustrate how a shift in relating to human needs and emotions transformed employees'' morale and engagement with transition and new learning.
Down and Outraged: Outplacement Postal Style
In the early ''90s, the US Postal Service put "Carvin Marvin" Runyon at the helm. As Postmaster General, Runyon was determined to reduce the number of employees at the USPS, to save money and improve the bottom line. Officially it was called a restructuring, not a RIF: Reduction In Force. A hotshot outplacement team from New York City was stationed at Headquarters in Washington, DC. Their mission was to motivate the postal troops to update resumes and look for positions outside the Postal Service or to transfer to less geographically desirable, understaffed postal facilities.
Those individuals who did not accept the early buyout (many having a supervisory grade and above) were assigned to a Transition Center. Jean Paul Sartre''s existentially nightmarish play, "No Exit," could have been staged here: Individuals assigned to this center no longer had a job but they were still being paid their regular salary. And you are mistaken if this sounds like Paradise Island. Well, these folks did feel isolated from the rest of the organization. And gradually, other postal employees would have less and less to do with them...as if their ambiguous status was catching. My description of the Transition Center as a Leper Colony was not a big metaphoric stretch.
So, into this trauma and chaos come this crack team of outplacement specialists -- corporate cheerleaders with their inspirational pyrotechniques and razzle-dazzle. Get these postal grunts "gung ho!" Big surprise...after two months of their best shot most employees are not getting with the program, that is, they aren''t following the agenda of the hired mouths. This motivational troupe has violated the fundamental therapeutic intervention principle: "Start where the client is."
Someone in the Employee Assistance Program finally confronted the obvious: there was a need for a workshop program that addressed the various psychological grief issues -- the fear, abandonment, rage, etc. -- being actively and passively played out. In other words, a clinical-educational intervention was needed if motivational-reorganizational goals were to be productively met. At this point, the EAP asked me to run stress and change workshops at Postal Headquarters and at other facilities in the Mid-Atlantic Region. I''ll never forget the poignant lament of an employee displaced from her management fast track: "I once had a career path. Then this boulder fell from the sky and crushed it!" Feelings of betrayal, abandonment, profound mistrust...these issues often linger both for those who have been severed from the company and for the "lucky" survivors.
Not surprisingly, most participants responded to the grief workshops thusly: "Why didn''t we have this program a couple of months ago (before or instead of the superficial dog and pony show)?" The group training as collective grief process established that the postal employees could grapple with reorganizational issues and emotions. They could aggressively and constructively express feelings as well as creatively adapt to an imposed, radically changed environment. Passive resistance was gradually replaced by acceptance and moving ahead, both within and beyond the system. Some folks began to think outside the (mail) box. One fellow used this period of uncertainty to seriously pursue his own seafood business, an idea that had been hovering for years. He wasn''t quite ready to bail out of the USPS completely; he just knew he had to diversify. Others, deciding they could no longer count on Uncle Sam for financial security, went back to school or training class. In these unpredictable and volatile times, confronting adversity and channeling grief enables the achievement of a mutually reinforcing, Mobius Strip mantra of wisdom: "One must begin to separate; one must be separate to begin."
Imposed vs. Inspired Change
The following vignette is more micro level change compared to the postal restructuring. Still, it provides food for thought regarding the connections between group grief, creative problem solving and accepting operational change. In the late ''80s, the Federal Judicial System began to computer automate their record keeping. One Federal Courthouse found staff reluctant to replace a traditional data gathering system, in particular a familiar form. Each time folks would run out of the new form, they would revert to the old procedure. Memos were sent, procedures reaffirmed, yet message sent was not message received. Grumbling was getting louder. It didn''t take much investigation to discover a key culprit: the folks impacted daily by this procedural change were out of the change loop. No one had asked them for input. These employees had been presented with a "form, if not a fate accompli"...and had to get on board yesterday. Even when change is not sudden, unexpected or imposed, management often overlooks a powerful truth: management personnel often have more time to grapple with and grieve (whether it''s labeled as such) the evolving change process. Front-line employees, often the last to know (rumors aside, which usually fuel anxiety more than providing emotional catharsis and understanding), have not had a chance to emotionally make sense of the changing reality nor the reality of change. So when management complains about folks "fighting innovation, being fearful, lazy...resisting change," let''s not jump to conclusions. First one must see if the letting go and embracing change process is truly an inter-organizational dance with actual partners.
Getting back to our narrative, I shared my hypothesis with the court administrators: the "resistance" had less to do with the goodness of form fit and more to do with the participatory process (or lack thereof). I saw the passive-aggressive behavior as a response to three transitional disruptions: 1) loss of the familiar and concomitant sense of loss of control regarding future change, 2) more specifically, possible threats to self-esteem along with doubts about future job mastery and job security in light of uncertain roles and responsibilities, and 3) loss of a belief, an ideal, a sense of fairness, that is, not being excluded from a change process that has direct bearing on your operational reality. Under these conditions one can understand that there frequently is a sense of being infantalized; you seem more a pawn, less a professional.
Now I was ready to present my intervention strategy. I told management, "While you missed opportunities for participatory problem-solving on the front end, we can make it up on the back side" (and not just by an organizational CYA). My recommendation: "Let''s have a forms funeral!" And we did. People read eulogies lampooning the new procedure (and the decision-making process) while extolling the virtues of the old system. Management was sanctioning imaginative group grieving, including the opportunity for constructive, if not creative, expression of anger. This open climate enabled people to vent and to take charge of letting go. This facilitated working through some frustrations and fears; resistance was channeled into ritual then transformed into readiness for future problem solving. Employees began to engage increasingly and consistently with the new procedure. Management began systematically teaming with employees. Our symbolic act and creative community theater of the poignantly absurd had strengthened both group cohesion and learning curves. We affirmed the paradoxical, penetrating insight of the great 20th c. artist, Pablo Picasso: Every act of creation is first of all an act of destruction. (Or, at least, it officially begins with a burial.) And the midwife is genuine emotional engagement for those involved. Thoughts of burial and birth evoke fitting closing words penned years ago:
For the phoenix to rise from the ashes
One must know the pain
To transform the fire to burning desire!
And these are words to help us...Practice Safe Stress!