2024 Community of Human and Organizational Learning 30th Annual Conference

As organizations adopt New View initiatives, leaders need effective methods to gauge progress in integration. Traditional metrics, while informative, lack contextual depth. Nonetheless, there remains a pressing need for a tool that can assess integration status pinpoint areas for improvement.

To address this need, The Capacity Model (TCM) team at Quanta developed a maturity survey. This survey enables facilitators to gauge maturity levels through group assessments across various thematic sections. Comprising six distinct sections with tailored statements for evaluation, this survey enables each of Quanta’s operating companies to evaluate their progress in integrating the Quanta-specific The Capacity Model into their organizational fabric.

Aligned with the broader suite of offerings within The Capacity Model curriculum, the Maturity Survey aligns with the Readiness Review outlined in the TCM Leadership Playbook. This playbook serves as a foundational resource for leaders, providing insights into the mission, vision, and goals of The Capacity Model, as well as understanding their role in integration efforts. The Readiness Review is where leaders begin to take action by assessing their organization. It requires them to reflect on the blue line of their organization’s culture.

Through assessing the organization's status of integration and identifying areas for improvement, leaders can create a strategy around integration efforts. By evaluating leadership buy-in, human performance fluency calibration, operational learning, controls management and continuous improvement, these surveys provide valuable insights for shaping integration strategies and prioritizing resource allocation.

This presentation walks through the steps of the facilitator to complete the survey, including facilitator attributes that foster an honest and open conversation with leaders. The goal of the survey is to understand the status of integration and to determine 2-3 areas of improvement with actionable steps. The initial score of the survey is the least interesting result. As surveys are completed as part of a recurring process, leaders can assess if they progressed in the areas they previously committed to improving.

Lastly, the presentation outlines Quanta's approach to reviewing survey responses and action items. A dashboard with information reflecting participation, common areas of improvement, and a space to view individual responses is the path Quanta chose. It was previously mentioned that the initial score is the least interesting result. However, as surveys are routinely completed, the score should improve as targeted areas for improvement are addressed.

In conclusion, the development and implementation of the Maturity Survey within Quanta Services' The Capacity Model represent a significant step towards fostering organizational integration and continuous improvement. By drawing upon established foundations from the Leadership Playbook, this survey equips leaders to create a strategy for evaluating progress and identifying areas for improvement. Through strategic alignment with the TCM Leadership Playbook, leaders are empowered to drive meaningful change.