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.
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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.
Published Article: http://www.oeinstitute.org/articles/Project_Management_Journal.pdf
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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.
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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.
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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.
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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.
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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.
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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.
Published Article http://www.oeinstitute.org/articles/Triz.pdf
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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.
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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.
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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.
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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.
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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.
Published Article:
http://www.oeinstitute.org/articles/compt-engineering.html
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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.
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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.
Published Article:
http://www.oeinstitute.org/articles/Getting_Grip_Group_Behavior.pdf
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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.
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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.
Published Article: http://www.oeinstitute.org/articles/engineering-coaching-mentorship.html
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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.
Published Article: http://www.oeinstitute.org/articles/compt-engineering.html
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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.
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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.
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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.
Published Article: http://www.oeinstitute.org/articles/intuition-engineering.html
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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.
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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.
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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.
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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.
Published Article:
http://www.oeinstitute.org/articles/intro-engineered-learning.html
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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.
Published Article: http://www.oeinstitute.org/articles/Frozen_Assets.pdf
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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.
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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
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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.
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“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.
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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.
Published Article: http://www.oeinstitute.org/articles/logical-processor.html
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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.
Published Article: http://www.oeinstitute.org/articles/engineered-learning.html
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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.
Published Article: http://www.oeinstitute.org/articles/municipal-aplications.html
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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.
Published Article: http://www.oeinstitute.org/articles/six-sigma.html
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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.
Published Article: http://www.oeinstitute.org/articles/improving-patient-care.html
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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
