OD SIG: Organizational Development Case Study

  • 07 Nov 2018
  • 3:00 PM - 8:00 PM
  • UOP Sacramento Campus, 3200 Fifth Ave., Sacramento, CA 95817, Grand Salon Room
  • 20


  • Pre OD Basics Mini-Workshop
    3:00 PM - 5:00 PM

    OD Case Study Workshop
    5:30 PM - 7:30 PM
  • Pre OD Basics Mini-Workshop
    3:00 PM - 5:00 PM

    OD Case Study Workshop
    5:30 PM - 7:30 PM
  • Pre OD Basics Mini-Workshop ONLY
    3:00 PM - 5:00 PM
  • Pre OD Basics Mini-Workshop ONLY
    3:00 PM - 5:00 PM
  • OD Case Study Workshop ONLY
    5:30 PM - 7:30 PM
  • OD Case Study Workshop ONLY
    5:30 PM - 7:30 PM

Registration is closed

Join ATD Sacramento's Organizational Development Special Interest Group (OD SIG) for

Organizational Development Case Study

November 7, 2018
UOP Sacramento Campus, Grand Salon Room
3200 Fifth Avenue - Sacramento

Are you looking for ways to step up your Organizational Development (OD) Skills? Look no further! We are holding a special OD session using a case study, perfectly timed - just one day after our state elections. There is no better time to talk about change and its resulting impact across a large organization. You will have an opportunity to work through a case study, with an added bonus of attending an optional OD Basics Mini-Workshop just prior the case study. There is no better way to rapidly gain new skills, ways of thinking, and opportunities to learn from your peers in the talent development community!

Pre OD Basic Mini-Workshop: 3:00 PM - 5:00 PM 
$15 (Members) / $20 Non-Members


  • Become familiar with basic OD and Change Management models.
  • Explore how these models can be used to improve organizational effectiveness and/or assist with organizational change.
  • Recognize how a consultative approach can increase success.

ATD/OD SIG: OD Case Study Workshop: 5:30 PM - 8:00 PM
$25 (Members) / $35 (Non-Members)
Includes Dinner

  • Apply basic OD and Change Management strategies to a plausible case study
  • Grapple with the complexities of large-scale and complex change
  • Identify “first steps” and “open questions” you might have in your initial work with this client
  • Determine how you might apply what you’ve learned to other industries outside of government

The case study involves a California State Department that is anticipating administrative and leadership changes pursuant to the recent statewide elections, held November 6th.  With new leadership appointments freshly elected, the department anticipates changes to program goals and initiatives that will impact the allocation of resources; while also addressing the ongoing workforce challenges (succession planning, recruitment, hiring, training).

You will work in groups and will act as a “consulting team”. After a preliminary discovery meeting with the current Chief of Administration for the Department (with responsibility for human resources, budgets, strategic planning, IT and facilities), your consulting team will prepare for a new department and leadership. Your team has been compiling a transition plan that shows how you would advance the agency forward from its current operating state to one that achieves the governor’s goals. 

About the Presenters

Kathleen Webb
Director of Performance Improvement - Eureka Institute
Government Operations Agency

Kathleen Webb is the first Director of Performance Improvement for the Eureka Institute. In this role, Ms. Webb is leading efforts to launch a data-driven performance improvement framework that integrates planning with process improvement and innovation to achieve better results for Californians. These efforts include the development of the California Lean Academy and California Leadership Academy. Prior to this appointment, Ms. Webb’s public service experience includes: Assistant Secretary for the GovOps Agency, Chief Risk and Compliance Officer for CalPERS, Director of Policy and Risk Management for CCHCS, Deputy Director for DGS and Director for the Governor’s Office of the Insurance Advisor. Ms. Webb also held multiple positions with State Farm Insurance from 1986 to 2006, including agency, claims management and legislative affairs. She earned her Bachelor of Arts degree in Political Science and Women’s Studies from UC Berkeley and a Charter Property & Casualty Underwriter (CPCU) professional designation.

Jackie Alcalde Marr
Certified Professional Co-Active Coach (CPCC)
Associate Certified Coach (ACC)
Master of Human Resources and Organization Development (MHROD)

Jackie Alcalde Marr is the founder of Evolutions Consulting Group, helping individuals, leaders, teams and organizations achieve their goals in ways that accentuate their core passions. With twenty-five years of organization development experience in Fortune 500 companies, Jackie has lived abroad and has worked with leaders in the US, Europe, Asia, and Latin America. She is a certified leadership and personal coach, and teaches courses at the University of San Francisco, Drexel University, the University of the Pacific, and California State University, Sacramento. She is the co-author of Social Media at Work: How Networking Tools Propel Organizational Performance. Jackie holds a Master’s degree in Human Resources & Organization Development from the University of San Francisco. She is certified in ODR’s Managing Organizational Change, Pritchett’s Change Management program, Buzan Centre’s Mind Mapping, the Myers Briggs Type Indicator®, and the PDI 360 assessment. In addition, she has training in strategic planning and the Balanced Scorecard.

Payment Policy: All payments must be received in full prior to attending an event or workshop.
Cancellation/Refund Policy: 
Cancellations made more than five (5) calendar days prior to the event will receive a full refund. Cancellations made three (3) to five (5) calendar days prior to the event will receive a 50% refund. Cancellations less than three (3) calendar days prior to the event and no-shows will not be refunded or credited. Any unpaid balance due will remain according to the above guidelines. Refunds will be issued using the original payment method.

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