San Francisco Professional Events List

Organizational Development and Consulting for Auditors - OAG115

Dec 18, 2017 - 08:30 AM - Dec 20, 03:00 PM
MIS Training Institute
MicroTek Computer Lab SF
655, Montgomery St

San Francisco,
ZIP: 94111

The Organizational Development & Consulting Seminar is a three day course for auditors designed to help auditors expand their horizons by gaining an understanding of the field of Organization Development. Attendees will explore how, together with their audit background and skill set, they can add more value in their organization and advance their careers.  

The course will cover front-line research and established practices from leading organizations that provide essential insights and useful tools for managing Organization Development challenges. The course covers authoritative approaches to manage change in a multi-dimensional environment. We will explore advanced ideas about combining the core proficiencies of both OD and IA to improve productivity and profitability. You will discover creative methods to establish relationships and collaborate with executives and leaders at all levels, ascertain and evaluate corporate needs, unravel serious strategic challenges, apply OD solutions to accomplish business objectives, and produce a balanced change management process. You will gain an understanding of different models for strategy and OD execution that incorporates a full range of proven approaches and emerging concepts to align OD initiatives with corporate objectives. Auditors will learn how OD utilizes behavioral science to assist corporate leadership during the change management process and generate impactful solutions that enhance corporate strategy, culture, and business execution.

Benefits of this course:

  • Professional career development in a growing field

  • Network with other Audit professionals

  • Gain new practical tools and resources

  • Explore new exciting career paths

  • Gain valuable experience that can be applied immediately in your organization

Prerequisite: None                   
Advance Preparation: None
Learning Level: Intermediate
Delivery Method: Group-Live
Field: Auditing

Who Should Attend

Internal & External Audit staff; Business Advisory Professionals; Training & Development Professionals; OD Professionals

CPEs: 24
INSTRUCTOR: Kathleen Crawford
LEVEL: Intermediate
Tuition: $2,195


What You Will Learn:

1. Introduction to the Field of Organization Development
• what is Organizational Development & Design (OD)?
• recognize why OD & Audit are important to organizations, and how they can complement each other
• role of the OD consultant compared to the IA purpose
• OD history and forerunners

2. Exploring OD Roles, Tools, Relationships, Interviews, Data
• distinguish the role of the process consultant against the expert consultant
• compare and contrast OD roles and services to different types of audit roles and services. 
• recognize the most effective role to play in different client engagements
• use questioning and listening tools/techniques to effectively begin the consultation process with clients
• develop capabilities to increase competence as an OD  consultant
• examine how internal auditors can utilize their skills to better contribute to organizational growth

3. Evaluating Change & Project Readiness
• determine change appetite and readiness
• help organization leaders create a change strategy to address the need for change and align their vision
• learn how to plan and implement change initiatives 
• support the organization’s leaders in leading change
• explore possibilities within your role as an auditor in assisting OD professionals and management in facilitating change
• identify a change management process to help organizations transform and sustain change
• learn about tools that help organizations implement and sustain change

4. Strategy - Development & Execution 
• corporate identity, vision, purpose and mission
• what is strategy?
• review some well-known methods used to develop strategy
• how do we execute strategy? 
• how do we get things done? 
• SMART goals
• SWOT analysis
• how to pinpoint the components that are moving the strategy in your organization
• understand how to apply concepts to “formal” and “informal” organizations
• why strategy is the heart of the organization
• identify issues that inhibit executing Organizational Development strategies

5. Examining the Different Aspects and Components of the Organization 
• how organizational culture influences strategy
• examine different types of organizational cultures
• how to discover the main culture of your organization 
• does culture eat strategy for breakfast? 
• determine if culture can create an advantage 
• vision, mission, identity, culture, structure
• understand different organizational structures 
• explore organizational structures, and the benefits and limitations of each

6. Organizational Alignment to Enhance Synergy
• appreciate organizational complexity and the challenges of OD
• dealing with alignments or misalignments in OD
• review ways to align an organization with strategic objectives 
• why vision, mission, identity, culture, structure, and goals need to be aligned
• evaluate the cultural implications of different strategies and structures
•recognize opportunities and challenges with alignment
• what are the chief obstacles to alignment and synergy?
• willingness and the speed of trust 
• harnessing the elements of alignment to the strategy in your organization
• organizational alignment provides a competitive advantage
• examining the alignment between OD, IA, and strategic planning and execution
• determine approaches to improve organizational alignment
• how OD assists the organization in aligning strategy in a cohesive integrated approach

7. Reviewing OD and Strategic Models for Success
• the strategic operations model 
• integrated systems
• strategy models
• review a systems approach for improving strategic execution 
• understand the integral linkages of each of the elements in many strategy models
• assess your organization and audit team with strategy models
• apply various models and concepts to address your OD and strategy challenges
• exploring models for OD, audit, process improvement, and  strategic execution
• review the seven steps of the action research process to assist in effective change

8. Reviewing the “Good to Great” Model from an OD Perspective 
• Input Principles:
- Stage 1: Disciplined People, Level 5 Leadership, First Who, Then What
- Stage 2: Disciplined Thought, Confront the Brutal Facts; The “Hedgehog” concept
- Stage 3: Disciplined Action, Culture of Discipline; The “Flywheel”
- Stage 4: Building Greatness To Last, Clock Building, not Time Telling; Preserve the Core/Stimulate Progress
• Output Results:
- Delivers Superior Performance relative to its mission
- Makes a distinctive impact on the communities it touches
- Achieves lasting endurance beyond any leader, idea or setback
• Analysis:
- Explore how the “Good to Great” model can help IA be of more value

9. Organizational Behavior
• role of OD in organization behavior
• five dysfunctions of a team
• recognize the key concepts and elements of organizational behavior
• how to address behavioral issues at the organization, interpersonal, individual and team level
• do we do what we know? 
• workplace stress, organizational health, competition 
• acronyms and fancy language
• meeting overkill, communication and rework

10. Utilizing OD Models in Action 
• applying the models to your organization
• utilize OD concepts to enhance the audit process
• review approaches used to improve and enhance organizational development 
• conduct an assessment of your organization’s alignment and execution capabilities
• review the seven steps of the action research process to execute effective change
• build a plan for closing the gap between where you are and where you need to be in execution capability
• ERM; COSO; COBIT; CMM; people, process and tools (PPT)
• develop action plans for achieving improved organizational performance
• getting into action

11. Compare and Contrast OD & IA 
• understand and compare OD’s  and IA’s contribution to business success
• discuss ideas on how IA and OD can both benefit from each other
• discuss career paths for the IA professional that are out of the box
• relate OD ethical behaviors verses IA ethics
• analyze models from an IA perspective 
• determine OD competencies that are required of the OD professional
• how audit professionals may have a unique advantage in performing OD work

12. Summary & Wrap up 
• bringing it all together

Event Categories
Keywords: business , culture, design , development , environment, learn, Learning , Management , managing, network


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