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PREPARING
FOR A SITE VISIT
Management often tries to grease the skids for a participation program
or for work reorganization by convincing union members how successful
it's been elsewhere. They invite union leaders to join them on trips to
showplaces like the Saturn factory. The idea is to convince members that
the new methods are the wave of the future, the competition is doing it,
and we've got to join in.
At a Labor Notes Lean Workplace School,
participants from a cross-section of unions discussed what to do when
management invites union members to go on such a site visit. The group's
first piece of advice was "Don't go"--especially if the site
is non-union or if it's in an unrelated line of work.
But if the pressure is on to at least look at management's proposal, or
if union leaders want to use the process to educate members about what
management is up to, here are some approaches to use. Keep in mind two
principles: Don't follow management's script; look for information well
beyond what they want to present and talk to as many of the workers at
the visited site as possible. And keep in close touch with members, from
the planning stages through reporting back and assessing afterward.
BARGAIN FIRST
1. Clarify that your purpose is fact-gathering, not necessarily
endorsing. Make clear that any changes must be approved through bargaining
and ratified by the members.
2. Demand information beforehand as a condition of going.
* In what phase of implementation is the program at the other site--brand-new,
when some old problems may have been solved, or further along, when new
problems have had a chance to arise?
* How many jobs existed at the site before and after the new approach?
* Get copies of contracts and side agreements, and a list of people you
will be talking to.
3. Demand protections for your own research efforts.
* The union will decide which members go on the trip and may bring along
its own experts.
* Time will be available during the trip for union members to discuss
among themselves.
* Union members may interview anyone at the site without management present.
* Transportation to and from the site will be separate; separate meal
arrangements; no luxury accommodations that could make the trip look like
a junket.
* The union will have adequate preparation time beforehand.
MEMBERS DO RESEARCH BEFOREHAND
1. At membership meetings, discuss particulars of the trip, all
information that management has provided, and what leaders believe is
management's goal. Involve stewards in trip planning. Publicize the trip
in the newsletter. Make sure rank-and-file members help gather the information
below.
2. Research trends in your industry. How widespread are such programs?
Contact other locals, in your union or not, that have had similar experiences;
ask for help.
3. Figure out the comparability of the site to your workplace.
4. Contact the union at the site.
* Request to meet with union reps separate from management, before the
visit. Perhaps host a dinner to promote friendly relations.
* What do union leaders think of the program's effects, good and bad?
How do they think the members feel about it?
* Ask for information: contracts; changes in pay, number of jobs, injuries,
classifications, seniority rights, shifts. Have changes affected the community,
members' personal and family life, or stress level on the job? What happened
to people who could not adapt? Are older workers disproportionately affected?
Does the union have an educational program for its own members?
5. If there is no union, check other sources: EEO records, lawsuits, media,
public records, company stockholder data. Contact the central labor council
in the area; they may know people who work there and are likely to know
the site's history.
6. If there is a labor educator in your area or in your international
union with expertise on such programs, consult with her or him. Check
out universities in the site visit area as well; there may well be an
expert on the target company.
7. In deciding who will go:
* Pay attention to which workers do similar jobs.
* Recruit a cross-section of members by department, gender, and ethnicity.
Bring people with expertise in different areas, such as health and safety.
* Stewards may be the natural group to include in the trip.
* Electing participants could be a way to generate discussion and interest.
8. Prepare the visit committee.
* Give each committee member a specific assignment--what to look for,
who to talk to.
* Train the committee on what management is seeking.
NOT A GUIDED TOUR
During the visit, don't stick to management's agenda.
1. Tape record, video, and photograph details for later reference.
2. Meet with union leaders, staff, stewards, negotiating team members,
team leaders, and any opposition caucus members.
3. Speak directly with workers--go to the parking lot, break rooms, nearby
bars and coffee shops.
4. Talk with any groups on the site that are not using the new methods.
5. Ask what training was provided on the program. Was it useful? Sufficient?
6. Ask what workers there think of the sources of information you received,
such as consultants or the international union.
7. If union leaders at the site are highly favorable about the program,
or refuse to meet with you separately from management, go around them:
hold a lunch break meeting open to all union workers at the site. Or set
up an information table and ask workers to be contacts.
8. Don't talk freely in front of management--act as if you are in negotiations.
9. Debrief with your committee each day of the visit. Meet in the morning
to make a plan for that day.
REPORT AND ASSESS
1. Debrief with visit participants.
2. Report to the executive board and to members on the benefits and costs.
Address different constituencies within the union, now and in the future.
Include in the report other sites where such programs have failed.
3. Do not make a joint report with management.
4. Have a union presence at every presentation that management makes to
workers about the trip.
5. Identify key questions for further research.
6. Organize your own visits to sites representing better options.
7. Stay in regular touch with the union at the site visited.
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