Case Study Lloyds Banking Group Microlink

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Case Study Lloyds Banking Group Microlink
Case Study
Lloyds Banking Group
                        &
               Microlink
A business case for making Reasonable Adjustments
Workplace adjustments are an essential business practice. It makes business sense
    to help our colleagues with disabilities work effectively and contribute to the
    success of their team and for us to retain their talent in our organisation.

          Mark Fisher, Director of Group Operations

Intro
       In 2010 Lloyds Banking Group, in partnership with Microlink, was one of the first
       major employers to re-engineer its workplace adjustment process and introduce a
       formal strategy to help remove barriers and to ensure the inclusion and success of
       disabled people in the workplace.

       Mark Fisher, Director of Group Operations was appointed as excecutive sponsor for
       disability. He quickly established a Disability Steering Group, whose first priority was
       to revise the Group’s process for making workplace adjustments.

       Workplace adjustments cover both hard and soft adjustments, geared at ensuring
       an employee performs to their full potential in their work environment.

       Hard adjustments –	hardware, software, ergonomic equipment
       (Physical)                      and environmental adaptations (e.g. making an
                                       environment accessible for wheelchair users)

       Soft adjustments –	adaptations to working hours or patterns, targets,
       (Non-Physical)                  commuting travel arrangements

Objectives
       Llyods Banking Group first started exploring the deployment of a Reasonable
       Adjustment process in 2000, where they experienced a range of issues. In December
       2009 a Disability Steering group made improving their Reasonable Adjustment
       process its first and top priority.

       The main issues were identified as being:
       • Complexity of the process
       • Line Manager engagement and level of effort
       • Length of time taken to get adjustments implemented
       • Struggle to get non-physical adjustments implemented
       In 2010, in partnership with Microlink, a new Workplace Adjustment process was
       defined and deployed. The service went live on March 23rd 2010.
The objectives of the new reasonable adjustment service were to:

       1.     implify the process – creates a ‘one stop shop’ for all physical
             S
             adjustments (e.g. IT, telephony, furniture, property, ergonomics) and non-physical
             adjustments

       2. R
           educe reliance on Line                      Managers – Line Managers are
          involved but not driving the process

       3.    Speed up implementation – a goal of reducing the end-to-end SLA
             down to about 20 days

       4.    Reduce the costs – of proving a reasonable adjustment

Process
            With the complexity of the existing processes creating issues, including confusion
            amongst stakeholders and higher costs, and case completion times, a new process
            was developed and deployed.

                   SLAs        3 Days                   15 Days                      3-30 Days

                                                       Straight
                           Occupational                through
                              Health                    order
                                                                                     Implement
                                                                                      physical
    Receipt of                                        Holistic                      adjustments      3 and 12
   colleague’s                                      Assessment                                     month review
  initial referral             Triage                                                Implement
       form                                         Ergonomic                       non-physical
                                                    Assessment                      adjustments
                                   if available
             if not                on internal
             available             catalogue
             on internal
             catalogue
                               Self               via Display Screen Equipment
  DSE Guidance
                              Service             catalogue on internal catalogue

            Key features:
   •        Resourcing – implemented using trusted and experienced service partners
   •        Centralised funding – reduces risk of impact on local cost centre being a
            barrier to a colleague getting the adjustments they need

   •        On-line initial assessment form – captures the colleague details, what
            adjustments they have, what adjustments they need.
•   Straight through orders vs assessments – colleagues who know
       exactly what physical adjustments they need will be able to receive them without
       an assessment. Onsite and telephone assessments are provided for colleagues who
       require them

   •   Follow-ups – feedback sought from colleague immediately on implementation
       of adjustments, then diarised reviews at 3 months and annual thereafter

   •   Non-physical adjustment policy – clear guidance for colleagues
       and Line Managers on what is possible and reasonable, promoting consistency

   •   Workplace Adjustment Agreement – a summary of adjustments
       co-signed by the colleague and current Line Manager that can be used by the
       colleague as a ‘passport’ as they move from role to role

Success measurements
       Employers are legally obliged to make ‘reasonable adjustments’ for employees with
       a disability, to ensure that they are not unfairly disadvantaged in relation to their
       impairment by factors in the employer’s control.

       Rather than simply comply rigidly with its legal obligations, Lloyds aimed to embody
       good practice by making adjustments to:
       •   Increase productivity
       •   Reduce absenteeism
       •   Ensure employees feel more empowered and valued
       •   Improve staff retention – retaining talent and saving on staff turnover
       • Create a positive cultural change
       • Ensure greater compliance with the Equality Act 2010
       To accurately and reliably verify the results of the bespoke management information,
       measurement tools were deployed within the reasonable adjustment service.

  Microlink internal case study
       Microlink practice what they preach, demonstrating that SME’s can also effectively
       meet the needs of their disabled employees. In the last year alone, over 22% of
       Microlink employees have received a reasonable adjustment, increasing their
       wellbeing, reducing absenteeism and increasing productivity.

                                  Microlink
                                  Mi
                                  M
                                  Microl
                                       link total
                                            t     spend

                                   £5000
                                    50
                                   £2000
                                    20
                                    20
                                  reimb
                                      burse from Access to Work
                                  reimbursed
Key Results:                                                  12,889 cases completed
                                                                         (March 2010 - April 2013)

 £750                 Average total cost per case
                      - £250 Average hard adjustment cost
                      - £500 Average case management,
                             training and assessment costs

   26                 Average 26 day case duration
   days
Line Managers                                            Colleagues

        95%                                                     86%
        received the right level of                             believe the equipment/non-physical
        engagement before, during and                           adjustment(s) benefitted their
        after the reasonable adjustment                         performance

        83%                                                     97%
        noticed an increase in productivity and                 were satisfied with the service, support
        wellbeing                                               and training received

        49%                                                     94%
        consider the Workplace Adjustment has                   feel they received sufficient training to
        reduced absenteeism when previously                     use their solution
        an issue

Type of solutions                                  Type of disabilities
           Personal support 0.2%
     Alteration to buildings 0.3%                                 63% Muscular / Skeletal
  Misc physical adjustments 0.4%                                  5.8% Mental Illness
            Specialist desks 2.1%                                 5.9% Learning difficulty/disability
                 IT Software 2.2%                                 4.7% Hearing
           Telephony items 6.3%                                   4.7% Sight
           Specialist chairs 18.4%                                15.9% Other conditions or disabilities
               IT Hardware 19.4%
 Non-physical adjustments 19.5%
         Ergonomic items 31.2%

                                                             Statistics taken from Feb 2012 - June 2013
The goal from the outset was to create a ‘one stop shop’ that would enable
        colleagues to get every adjustment quickly, simply and with minimum fuss. We
        have seen many instances where providing workplace adjustments have not only
        enabled a person to be productive or stay in their job, it has changed their life.

      Graeme Whippy, Group Disability Programme

Lloyds Banking Group Awards:

                                                             Technology4Good 2011
     Disability Matters Europe 2012                        Awarded to Mark Fisher for his
            Workplace Award                             leadership on Workplace Adjustments

                                                                 MS Society
       Business Disability Forum
                                                           Employer of the Year 2012
       Employer of the Year 2012

Microlink Awards:
                  First
                  Disability Standard
                  Award 2012
                                                           Workplace Award 2012

                  Winner                                              Winner
                  Best SME 2012                                      Disability Champion
                                                                     2012

Microlink PC                                     0800 999 2620
Microlink House                                  0330 555 0 999
Brickfield Lane                                  discover@microlinkpc.com
Chandlers Ford
SO53 4DP
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