Wednesday, June 27, 2018

Secondary Research Index


ORGANIZATIONAL ENGINEERING
CUMULATIVE SECONDARY INDEX
1994-2005


This index is a summary of publications based on Organizational Engineering and “I Opt” technology primarily written by third parties. A majority of the citations involved insights gained from the actual application of “I Opt” technology in operational situations.
During this period “I Opt” technology was still new. Theory indicated that the technology was broad in terms of the range and areas of its application. These early publications tended to test and confirm this proposition. A number also focus on the relation of “I Opt” to other theories and instruments popular at the time of publication. Finally the articles tend to contain an element of exposition of the theory since it was new and unfamiliar at the time.
All of the articles are serious efforts containing cross references to other tools, theories, techniques and publications. The quality of the authors testifies to this condition. Many have PhD credentials, are high level executives and/or hold academic university positions. None of the articles are purely promotional marketing efforts.

One of the publications cited is the Journal of Organizational Engineering. The journal was a print publication distributed via mail prior to the wide availability of the internet. It maintained a distribution of approximately 600 to 1,000 during its lifetime. It ceased publication with the widespread availability of the internet access.

Text: MSWord & PDF version of this index is available on request



TEAMBUILDING STYLES AND THEIR IMPACT ON PROJECT MANAGEMENT RESULTS
Project Management Journal (A Project Management Institute publication)
by: Ralph L. Kliem, March 1996
     President, Practical Creative Solutions (Project Management specialist)
     Harris B. Anderson
     Independent Consultant
Mr. Kliem and Mr. Anderson outline some of the basic characteristics of “I Opt” styles as they are applicable to project management situations.
Text: MSWord & PDF Summaries: Available on request

ORGANIZATIONAL ENGINEERING: DESIGNING THE A/E DREAM TEAM
Marketer, Journal of the Society for Marketing Professional Services
by: Catalina Parada and Jeffrey Miller, February 1997
      Principals at Jeffrey Miller & Associates (Consultants)
The article applies “I Opt” technology and organizational engineering principles to firms in Architectural & Engineering. A case study is used to illustrate the application.
Text: MSWord & PDF Summaries: Available on request

BOOK REVIEW: ORGANIZATIONAL ENGINEERING
INTERFACES: Journal of the Institute for Operations Research and Management Science
by:  Benjamin Lev, PhD, December 1997
       Professor, School of Management, University of Michigan-Dearborn
The article reviews Organization Engineering published in 1996 by Gary Salton. The article provides an overview and points out that the book is written with a focus on the practitioner rather than the academic theoretician.
Text: MSWord & PDF Summaries: Available on request

ACCELERATING A TEAM’S DEVELOPMENT PROCESS
Journal of the Organization Development Network
by:  Richard E. Daly, PhD, December 1997
      David Nicoll, PhD
      Independent Consultants and educators
Dr. Daly and Dr. Nicoll show that “I Opt” technology can be used to explain and expand the Tuckman Model of team development (i.e., Forming, storming, norming and performing). The authors recognize the Tuckman model as dated but still in use at the time of publication.
Text: MSWord & PDF Summaries: Available on request

ENGINEERING THE NEW PRODUCT DEVELOPMENT CYCLE
Visions, Journal of the Product Development Management Association
by: Steve Ungvari, Consultant (Development, Quality and Logistics), July 1998
Mr. Ungvari outlines “I Opt” technology and applies it and organizational engineering principles to two case studies in the area of product development. One case centers on an unpredictable leader. The other focused on an alignment issue between the leader and the group being led.
Text: MSWord & PDF Summaries: Available on request

INTEGRATING TEAM AND LEADERSHIP DEVELOPMENT AT KRYSAL
Journal of Organizational Engineering, March 1998
by: Tom Fisher, Training Manager, The Krystal Co.
Mr. Fisher applied “I Opt” at Krystal, a chain of fast food restaurants in the Southeast of the United States. He outlines how he was able to successfully integrate “I Opt” technology with Kouzes & Posner’s Leadership Challenge model.
Text: MSWord & PDF Summaries: Available on request

IMPROVING TRIZ RESULTS BY DYNAMIC MATCHING
The TRIZ Journal
by: Steve Ungvari, Consultant, October 1998
Mr. Ungvari outlines the applicability of “I Opt” technology to TRIZ (Theory of Inventive Problem Solving). He uses two case studies to demonstrate how the technology has been used to resolve issues in field settings.
Text: MSWord & PDF Summaries: Available on request

ORGANIZATIONAL ENGINEERING PRINCIPLES IN PROJECT MANAGEMENT
Project Management Journal, December 1998
by: Douglas Austrom, PhD, President Turning Point Consultants
      William Slabey, President, Ivon Corporation (Quality Consultants)
The authors outline the process of actually applying “I Opt” technology to an actual engine design team for a major automotive corporation. The authors describe the actual application of “I Opt” technology used to define the issues and those aspects of “I Opt” technology used to resolve the issues discovered.
Text: MSWord & PDF Summaries: Available on request

ENGINEERING PROJECT TEAMS
Great Lakes Project Management Institute Newsletter
by: Jerry Lapides, PhD, Professor, University of Michigan, March  1999
      William Slabey, President of Ivon Corporation (Quality Consulting)
The newsletter reports on the presenters applying organizational engineering to the executive board of the chapter’s Executive Committee. The “natural” advantages and inherent threats were identified and confirmed by the committee members.
Text: MSWord & PDF Summaries: Available on request

FOCUS: COACHING AND MENTORING
BNA Workforce Strategies, May 1999
by: Staff Writer
    The article cites Ms. Leach’s work using “I Opt” in the Federal Aviation Association’s mentoring program. ”I Opt” citations are highlighted in the text.
Text: MSWord & PDF Summaries: Available on request

ORGANIZATIONAL ENGINEERING: A NEW PARADIGM FOR UNDERSTANDING INDIVIDUAL DIFFERENCES
ISPI Papers in Performance Technology, April 1999
by: Jerry Lapides, PhD, Professor, University of Michigan
     William R. Matthews, Senior Consultant, VSI Inc. (Marketing)
The authors outline how “I Opt” technology’s information processing foundation relates to the field of learning and professional performance improvement. The paper was presented at the International Society of Performance Improvement annual conference.
Text: MSWord & PDF Summaries: Available on request

ENHANCING AND EXPANDING “SIX HAT” THINKING WITH ORGANIZATIONAL ENGINEERING
Journal of the Organization Development Network
by: Gary Salton, PhD,  September  1999
      Charles E. Fuhrmann, Vice President of R&D, Birdseye Foods
The authors show that Dr. Edward De Bono’s popular model of creative thinking  is entirely compatible with and complementary to Organizational Engineering technology. The article demonstrates that combining them can create new insights which can work to the benefit of both models.
Text: MSWord & PDF Summaries: Available on request

ORGANIZATIONAL ENGINEERING PUBLIC BODIES: ALTAVISTA, VA. TOWN COUNCIL
Organizational Engineering Newsletter
by: Robert Childress and Dennis Brooks, March 2000
      Consultants, Workplace Consultants Inc.
The authors describe the application of Organizational Engineering technology in a live City Council meeting. The individual steps leading to the successful application are specified. This was the first municipal application of the technology.
Text: MSWord & PDF Summaries: Available on request

GETTING A GRIP ON GROUP BEHAVIOR
Industrial Management, Institute of Industrial & Systems Engineers
by: Gary Salton, PhD, December 2000
     CEO, Professional Communications Inc..
Dr. Salton provides a simplified but thorough introduction to Organizational Engineering from the perspective of an Industrial Engineer. The article covers the foundational theory through group application in readily understandable terms.
Text: MSWord & PDF Summaries: Available on request

NAVIGATING A STRATEGIC STYLE TRANSITION
Journal of Organizational Engineering
by: Rebecca Wilkinson, October 2000
      Production Manager, Professional Communications Inc.
Ms. Wilkinson describes the personal and professional aspects of transitioning from a profile favoring the Hypothetical Analyzer to a Relational Innovator secondary strategic style. She traces the process from the point she left her childhood home for the university to her role as production manager. She relates both her emotional experience and the objective consequences of the change.
Text: MSWord & PDF Summaries: Available on request

ENGINEERING COACHING AND MENTORING PROGRAMS
Journal of Organizational Engineering
by: Mae Frances Leach, PhD, October 2000
      Director, Organizational Development, FAA, Southwest Region
Dr. Leach distinguishes coaching as focused on “how to” versus mentoring which is focused on “what to.” Programs that do not recognize the difference will produce sub optimal results. Dr. Leach demonstrates how “I Opt” technology can be used to improve the management of these programs.
Text: MSWord & PDF Summaries: Available on request

COMPETENCY ENGINEERING
Journal of Organizational Engineering
by: David Nicoll, PhD, December  2000
     President, Merlin & Nicoll Consulting, Irvine California
     Adjunct Professor, University of California
Dr. Nicoll identifies a series of non-fatal flaws in the way firms attempt to assess job competency. These include methods of identifying core competencies, verifying them and identifying the relationship among factors. He then identifies a fatal flaw—not considering the other members of the work group within which a person is embedded. He provides a “real life” example and offers an “I Opt” based method of minimizing exposures.
Text: MSWord & PDF Summaries: Available on request

MORPHING STRATEGIC STYLES IN R&D
Journal of Organizational Engineering
by: Charles Fuhrmann, March  2001
      Vice President of R&D, Agrilink Foods
Mr. Fuhrmann outlines the application of “I Opt” to the unique characteristics of the R&D function. He then shows how strategic styles can be temporarily “adjusted” to meet the unexpected demands that periodically present themselves with actual examples.
Text: MSWord & PDF Summaries: Available on request

POLK POWER STATION INTERVENTION FOLLOW UP
Journal of Organizational Engineering
by: John Stepanek, June  2001
      Manager, Organizational Development, TECO Energy
Mr. Stepanek returns to the Polk Power Station to assess the durability of the intervention that he had completed about 5 years earlier. He found that the technology remained in actual use in interactions. As evidence of this value he was commissioned during the visit to repeat the intervention so as to capture new employees and relationships that had arisen since the last intervention.
Text: MSWord & PDF Summaries: Available on request

INTUITION ENGINEERING
Journal of Organizational Engineering
by: Ashley Fields Ph.D., July  2001
     Senior Consultant, Shell Oil Company
Dr. Fields summarizes his doctoral dissertation research in this brief article. He shows that the concept of intuition is a natural outcome of the theory of “I Opt” technology being applied in field settings.
Text: MSWord & PDF Summaries: Available on request

HIGH LEVEL, LARGE SCALE ORGANIZATIONAL ENGINEERING
Journal of Organizational Engineering
by: Rick Daly, Ph.D.,  February  2002
     Executive Vice President & Chief Learning Officer, Americredit Corp.
Dr. Daly describes how he was able to take the firm without any formal training function and to install a consolidated Organizational Development & Training capacity. Within 15 months the Fortune 1000 firm was placed among Training Magazine's top five Training and Development groups in the United States. Dr. Daly attributes the success to the insights and tools offered by “I Opt” technology.
Text: MSWord & PDF Summaries: Available on request

ENGINEERING LEADERSHIP DEVELOPMENT
Journal of Organizational Engineering
by: Lonnie Reed, March  2002
      Manager of the Organizational Effectiveness & Development
      Patrick O’Brien, Senior Training Consultant
      Caterpillar Inc., Mossville Engine Center, Large Power Systems Div.
Mr. Reed and O’Brien describe how they integrate psychological, sociological (i.e., “I Opt” Technology) and monitoring tools (i.e., 360 assessments) into a successful unified program of leadership development at Caterpillar.
Text: MSWord & PDF Summaries: Available on request

THE PERFECT LEARNER
Training Magazine feature article
by: Martin Delahoussaye, Managing Editor, May  2002
      Citing:  Patrick O’Brien, Training Consultant, Caterpillar
                  Rick Daly, PhD, Executive Vice President, AmeriCredit Corporation
                  Ashley Fields, DBA., Senior Advisor, Shell Company
                  Gary Salton, Ph.D., CEO Professional Communications
“I Opt” strategic styles apply to all aspects of life. This article frames them as a “learning style” instrument. It is contrasted with other learning style tools in the form of a conversation with David Kolb, PhD creator of the concept “learning style”; Peter Honey author and creator of Learning Style Questionnaire; and Lynn Curry, PhD author of multiple books on learning styles.
Text: MSWord & PDF Summaries: Available on request

INTRODUCTION TO ENGINEERED LEARNING
Journal of Organizational Engineering
by: Gary Salton, PhD, May  2002
      Rick Daly, PhD, Executive Vice President, AmeriCredit Corporation
This article summarizes the book engineered learning. The article was written before permission from the participating firm was withdrawn due to the sale of the firm. The article effectively summarizes all of the chapters in the book without divulging the underlying data protected by the participating firm.
Text: MSWord & PDF Summaries: Available on request

FROZEN ASSETS
Food Processing Magazine
by: Steve Ennen, Editor, October  2002
      Reporting on Charles Fuhrmann, Vice President R&D, Birdseye Foods
Food Processing Magazine devoted a cover page article to Charles Fuhrmann’s R&D group’s success in creating the “first-ever frozen soup.” The article cites Mr. Fuhrmann’s use of Organizational Engineering as a major factor in the repeated success the R&D team has enjoyed in creating new, groundbreaking vegetable products.
Text: MSWord & PDF Summaries: Available on request

TAKE A GOOD LOOK INSIDE
Harvard Management Update, October 2002
by: Liz Simpson, Freelance Writer
     Citing Patrick O’Brien, Senior Consultant, Caterpillar Corp.
This is a brief excerpt from a longer article cites Patrick O’Brien testifying to the use of “I Opt” technology in hiring at Caterpillar. Organizational Engineering reference is highlighted in yellow.
Text: MSWord & PDF Summaries: Available on request

ENGINEERING EVERBODY
Journal of Organizational Engineering
by: Colette Gandelot, July 2003
      Sales & Marketing Manager, Vujovich Design-Build, Inc.
Ms. Gandelot describes her experience using “I Opt” technology to integrate herself into a new firm where she subscribed to a fast action RS strategy on a management team dominated by people using a methodical HA and LP strategies. She proceeds to show how to extend the technology to al braches of the business—customers, suppliers and new hires.
Published Article: http://www.oeinstitute.org/articles/engineering-everyone.html
Text: MSWord & PDF Summaries: Available on request

TRAINING MAGAZINE AWARDS FEATURING “I OPT”
Training Magazine, March 2003
Citing Richard Daly, PhD's leadership using "I Opt" in the effort
Training Magazine awards AmeriCredit 3rd Place in national rankings for their training and development function for 2002. The article cites “I Opt” technology as being instrumental in the firm achieving this status. This award was followed by a 4th place ranking in the award for the year 2003.
Text: MSWord & PDF Summaries: Available on request

 “QUICK START” LEADERSHIP TRANSITION
Journal of Organizational Engineering
by: Brian Ludera, March  2003
      Director of Organizational Development, USF-Holland
Mr. Ludera describes a successful program that he implemented to reduce the transition time for new leaders at the freight terminals of a 9,000 person firm. The program involves a preliminary “I Opt” assessment followed by a 1-day debriefing of individuals and groups. The program is also available on an audio recording as Leveraging Leadership at  http://www.iopt.com/war-stories.html .

IS SOMEONE ACTUALLY USING LEARNING PREFERENCES
ISPI Performance Express Newsletter, September 2003
by: Tom Schafer, Vice President of Learn & Org  Effectiveness, AmeriCredit.
      Bill Thomson, Vice President of Performance, AmeriCredit
Mr. Schafer and Mr. Thomson describe how “I Opt” technology is actually being used to guide organizational development programs at AmeriCredit Corp. They note how the technology is integrated with the Kolb Learning model.
Text: MSWord & PDF Summaries: Available on request

SECRETS OF A LOGICAL PROCESSOR
Journal of Organizational Engineering
by: Shannon Nelson, December 2003
      Vice President and COO, Professional Communications Inc.
This is perhaps the most popular article that has been published. Ms. Nelson outlines the factors that govern LP behavior. She also explains why those factors exist and how they contribute to our common well-being.
Text: MSWord & PDF Summaries: Available on request

UNIVERSITY LEVEL ENGINEERED LEARNING
Journal of Organizational Engineering
by: Jerry Lapides, PhD., October  2003
      Professor, Head of Master’s program in Adult Instruction and Performance Technology
      University of Michigan-Dearborn
Dr. Lapides describes how he actually deploys organizational engineering concepts in a Master’s level class populated primarily by graduate engineers. He describes how organizational engineering concepts are actually put into practice and the logic that guides their use.
Text: MSWord & PDF Summaries: Available on request

CITY APPLICATIONS OF ORGANIZATIONAL ENGINEERING
Journal of Organizational Engineering
by:  Nicole Lemieux and Steve Sienkiewicz, May 2004
      Principals, Learning and Performance Systems
Ms. Lemieux and Mr. Sienkiewicz describe the actual application of Organizational Engineering technology with the Fire and Public Works Departments of Dearborn, Michigan.
Text: MSWord & PDF Summaries: Available on request

MAGNIFYING SIX SIGMA WITH ORGANIZATIONAL ENGINEERING
Journal of Organizational Engineering
by:  Rick Norman, August  2004
      Kevin Garrett
      Independent Consultants specializing in Quality Management
Mr. Norman and Garrett identify the lack of disciplined method of allocating human resources within the otherwise rigorous Six Sigma quality technology. They proceed to define specifically how Organizational Engineering can be applied to remedy the condition identified.
Text: MSWord & PDF Summaries: Available on request

IMPROVING PATIENT CARE IN HOSPITALS
Journal of Organizational Engineering
by: Beatrice Kalisch, June  2005
      Titus Distinguished Professor of Nursing, University of Michigan
       Susanne Begeny
       PhD Candidate and Research Associate, University of Michigan
Dr. Kalisch and Ms. Begeny describe and expand upon their research into nursing teams in hospital settings. They identify multiple points of vulnerability and trace the consequences on patient care. They also off specific recommendations for improving the situations identified.
Text: MSWord & PDF Summaries: Available on request

TEAM DEVELOPMENT GUIDEBOOK
Informally published as a bound booklet to existing client base at the time
by: Gary Salton, Ph.D., February  1994
This was the first formal publication involving “I Opt” technology. It uses the 1965 Tuckman model (Forming, storming, norming and performing stages) as a framework. The guidebook proceeds to walk through multiple meetings where “I Opt” technology is applied to sequentially to address the major elements of team functioning (e.g., goals, plans, roles, norms, decision guides and implementation). The formatted publication has been lost but an MSWord version is available.
Text: MSWord & PDF Summaries: Available on request