Case Study : Global Oil Company

 

 

 

The Long Term Benefits of the Peak Performance Program

Managing Transformation
Most world-class companies are in the grip of continuous change and transformation and it seems that the pace of change is increasing. Some divisions are in a perpetual re-organization cycle, some are facing problems of globalization, while others are constantly trying to "catch-up" with a rapidly changing marketplace as well as keeping pace with the competition. This Oil Company's Logistics Division has been a prime example of this rapid change undergoing a very significant transformation.

A decision was made by the management team to take a positive, proactive approach to the transformation process and run the Peak Performance program to help deal with the turmoil, stress and conflict that inevitably arises at a time of significant change. The view was taken that a failure to deal with the turbulence would significantly reduce the chances of coming out the other side in any sort of healthy state.

The view was that unless the division was equipped for change their ability to provide high-quality service, and be the dynamic, flexible, innovative group that would flourish in difficult economic circumstances would be lost. In short the division would become a poor performer.

Scientific Background
Oil tankerThere has been a substantial amount of scientific and organizational research demonstrating that the turbulence of change and transformation, the feelings of being overburdened, under-resourced, time-pressured or "stressed"prevent individuals and teams from performing well and prevents them from making a success of the transformation process.

Thus if the goal is to achieve peak performance then it is vital to create the right amount of pressure in the system. A lack of pressure in the system would fail to generate a challenging and stimulating environment, but too much pressure in the system would simply inhibit performance (Figure 1).

The danger of transformation is that too much pressure is created and this often goes unnoticed by management and workers alike until performance levels have dropped substantially. It is very easy to misjudge the amount of pressure in a system because the very process of change puts individuals under pressure. Pressure causes very real physiological changes that inhibit performance, reduce mental clarity, impair creativity and productivity and have a detrimental effect on health.

If such changes go unchecked individuals may move inexorably further down the "downslope". Ultimately excessive pressure, work or self-inflicted, can result in a system breakdown.

This could mean a physical breakdown such as a heart attack in a middle-aged individual, a psychological breakdown or the individual simply quits. Life on the downslope can be pretty unrewarding, performance is low, motivation is low and goal clarity is low. Individual and team performance is poor and this filters through to poor organizational performance.

Study Design
Because of compelling scientific evidence demonstrating the effectiveness of the Program the Logistics division ran a series on one-day workshops in October 1997 involving 45 people. In these workshops attendees were taught and practised four scientifically validated self-management techniques.The program is based on leading edge research by cardiologists and neuroscientists demonstrating that there is a profound link between productivity, brain function, cardiovascular health and stress. By the end of one day's training the vast majority of attendees master these techniques and can start to apply them immediately at work and at home.

Relationship between stress and performance

Psychometric Results
Prior to attending the course, all 45 participants completed an extensive psychometric questionnaire, the Personal and Organizational Quality Assessment (POQA). The POQA addresses individual and business performance issues. It has 80 items scaled to represent 14 constructs. There are five potential responses to each question, ranging from almost never, rarely, occasionally, often or most of the time; or alternatively from strongly disagree, disagree, neutral, agree or strongly agree.

The POQA was repeated after six weeks and again after six and twelve months to determine the impact of the IQM program. The main findings of the POQA are presented below in the form of a table.
1. Personal Data Pre Post Sample size 45
    6 wk 6 mo 12 mo  
I feel worried

38%

9%

0%

0%

Often/Most of the Time

I feel anxious

35%

9%

8%

6%

Often/Most of the Time

I feel uneasy

38%

4%

4%

6%

Often/Most of the Time

I feel fatigued

31%

9%

4%

13%

Often/Most of the Time

I feel exhausted 48%

22%

8%

13% Often/Most of the Time
I feel tired 50% 22% 12% 19% Often/Most of the Time

I feel angry

21%

9%

0%

6%

Often/Most of the Time

I feel annoyed

48%

17%

8%

6%

Often/Most of the Time

I feel tense

40%

9%

4%

19%

Often/Most of the Time

I feel mad

15%

0%

0%

6%

Often/Most of the Time

I feel unhappy 21% 9% 0% 0% Often/Most of the Time
I feel blue 13% 0% 0% 0% Often/Most of the Time
I feel sad 13% 13% 0% 0%

Often/Most of the Time

I feel depressed 19% 9% 0% 6%

Often/Most of the Time

I feel hopeless

10%

4%

0%

0%

Often/Most of the Time


2. Stress Symptoms Pre Post Sample size 45
    6 wk 6 mo 12 mo  
I experience sleeplessness 19% 13% 4% 6% Often/Most of the Time
I experience palpitations 25% 4% 0% 6% Often/Most of the Time
I have aches and pains 29% 4% 4% 19% Often/Most of the Time
I experience indigestion 15% 13% 4% 6% Often/Most of the Time
I feel healthy 71%

91%

80%

88% Often/Most of the Time

3. Positive Effects Pre Post Sample size 45
    6 wk 6 mo 12 mo  
I feel relaxed 48% 78% 80% 88% Often/Most Of The Time
I feel peaceful 42% 78% 76% 81% Often/Most Of The Time
I feel calm 56% 87% 80% 94% Often/Most Of The Time
I feel happy 69% 83% 96% 94% Often/Most Of The Time
I feel satisfied 54% 83% 84% 81% Often/Most Of The Time
I feel lively 54% 78% 72% 75% Often/Most Of The Time
I feel energetic 52% 74% 60% 81% Often/Most Of The Time
I feel mentally alert 73% 78% 92% 94% Often/Most Of The Time
I feel focused 69% 83% 92% 94% Often/Most Of The Time
I feel clear headed 71% 83% 92% 94% Often/Most Of The Time

I feel cheerful

77%

83% 96% 100%

Often/Most Of The Time

I feel kind 73% 87% 92% 94% Often/Most Of The Time
I feel caring

75%

87%

84%

94%

Often/Most Of The Time

I feel appreciated

40%

78%

67%

81%

Agree/Strongly Agree

I feel cared for

60%

78%

71%

81%

Agree/Strongly Agree

I often feel guilty

38%

13%
4%
4%
Agree/Strongly Agree
Caring for others drains me
38%
13%
13%
13%
Agree/Strongly Agree

4. Business Data Pre Post Sample size 45
    6 wk 6 mo 12 mo  

Our meetings are well organized

27%

39%

67%

75%

Agree/Strongly Agree

We listen to each other

58%

61%

71%

81%

Agree/Strongly Agree

I listen closely to co-workers

81%

87%

88%

100%

Agree/Strongly Agree

We communicate well

54%

78%

79%

88%

Agree/Strongly Agree

Organizational goals are clear

48%

52%

75%

94%

Agree/Strongly Agree

My own and work goals are the same

63%

61%

79%

88%

Agree/Strongly Agree

I understand my work priorities

81%

96%

96%

94%

Agree/Strongly Agree

My work objectives are very specific

50%

61%

79%

81%

Agree/Strongly Agree

I am creative

56%

70%

83%

88%

Agree/Strongly Agree

I accomplish my work objectives

65%

87%

79%

81%

Agree/Strongly Agree

I am efficient

77%

96%

88%

94%

Agree/Strongly Agree

My work produces excellent results

50%

78%

75%

75%

Agree/Strongly Agree

I feel good about what I do

75%

74%

88%

88%

Agree/Strongly Agree

I like my job

77%

74%

88%

94%

Agree/Strongly Agree

I am satisfied with my duties

65%

74%

75%

94%

Agree/Strongly Agree

Home/work conflict

44%

39%

42%

25%

Agree/Strongly Agree

I feel like leaving the organization

35%

26%

21%

6%

Agree/Strongly Agree

I feel like quitting my job

27%

26%

8%

0%

Agree/Strongly Agree
My decisions produce effective results

82%

83%

88%

94%

Agree/Strongly Agree

The benefits of the program seen at 6 weeks and 6 months were entirely in keeping with larger organizational case studies involving over 500 attendees. In addition, the data clearly demonstrated that the benefits of the program were sustained at 12 months. The management team reported that this program played a significant part in helping the division through the transformation successfully.

© 2002, HeartMath LLC

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