AI Leader · Module 4 · Leading Change and Adoption

Leading with Works Councils, Unions and Employees: Co-determination and Dialogue

The lesson takes the leader's side of the relationship with works councils, unions and employees. Participants distinguish information, consultation, negotiation and co-determination across the German, Swedish, Dutch and European instruments, see that the leader's duty is mostly timing and the opportunity is an agreement used as a design input, outline an agreement for a leaders' assistant that follows the mandate and not the release, and learn the conduct leaders never engage in.

Lesson 22 of 33Chapter 2290 minutes

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Learning objectives

After the lesson the participant can:

Key concepts

Four degrees of participation
Information means handing over what representatives need. Consultation is dialogue before the decision. Negotiation means the employer must seek agreement but may decide when none is reached. Co-determination means the employer may not act without agreement or a substitute decision.
Timing as the core duty
Every instrument places information before the decision or before use. The practical rule: a system is not put into use, and a pilot is not started with real staff, until the information has been given. The leader controls the sequence.
Agreement as design input
Representatives hold knowledge of the work that does not reach the leader through the line, so a standing channel to them is an independent source. An agreement is a better statement of limits than a policy; the evidence that it improves outcomes is thin.
Freezing and drift
In freezing every release is a new introduction, so nothing changes or changes are approved unread. In drift a later version runs with inputs nobody negotiated. The remedy is to attach the agreement to the mandate and sort changes into classes by what changes for people.
What leaders never do
The excluded conduct: monitoring without notice, avoiding the right by structure such as splitting a system or relabelling it a pilot, substituting individual consents for the collective process, using confidentiality as a barrier, retaliating against or characterising representatives, and letting an assistant draft a strategy against them. The list names conduct, not methods.

Interactive exercises

Do them here and get feedback at once. Choose a card and then where it belongs, or drag it.

Interactive exercise 1 · Match

Instruments and their strongest right

Match each instrument to the strongest right relevant to AI that the chapter's table says it grants.

Interactive exercise 2 · Sort

Three classes of change

Sort each change to the leaders' assistant into the class the outline agreement KBV-LDR-2030-01 assigns it.

Teaching plan

20 minLecture on the common grammar and the table of instruments: BetrVG section 87(1) no. 6, MBL sections 11 and 12, the Dutch Works Councils Act, Directive 2002/14/EC and Article 26(7) of the AI Act, as organisational implications.
15 minThe teacher sets out where the interests diverge and what happens in each country when agreement is not reached; participants identify which body holds which right for one of their own systems.
10 minCompare the two worked records: Hansa's works agreement KBV-LDR-2030-01 and Nordvik's negotiation record MBA-NR-2029-02.
35 minExercise: prepare an agreement outline for a leaders' assistant, with one participant in each group taking the representatives' side.
10 minQuiz and the three closing tasks: list the systems that touch staff, send the document set, record the date of the last test.

Discussion

  1. Representatives may want a ban on any record of who uses an assistant, which would also remove the evidence for an adoption claim. How would you resolve that conflict without either side losing what it needs?
  2. Nordvik's risk is that it negotiates the management group's assistants well and forgets the staff assistant used by 3,200 employees. Which widely used system in your organisation has had the least dialogue?
  3. An agreement can lower a ceiling but cannot be used to justify raising one beyond the four prohibitions. Why does the chapter say a leader who proposes otherwise has misunderstood what the representatives are for?

Written exercise

Exercise · 35 minutes

Agreement outline for a leaders' assistant

In groups, prepare the outline of an agreement for an assistant that leaders in your organisation use, or for Hansa Mutual's board-pack assistant. One member speaks for the representatives. Cover the parts the chapter lists: parties and basis; scope by mandate and delegation profile; excluded uses, such as ranking or scoring of named staff and speaking-time statistics; the data and what is logged; limits on reporting; the ceiling of delegation; how changes are sorted into classes and which class starts a new round; the expert and the information handed over; the stop path and the review with an evidence date; the dispute procedure; and the named leader who answers. Note which right applies under your national law and when the information must be given.

Deliverable: An agreement outline of one to two pages covering the listed parts, with the applicable right and the date by which information is due.

Self-test

Choose an answer to see whether it is right, or open the answer below each question.

  1. What does the Swedish Co-determination in the Workplace Act give the union in the case of an important change, according to the chapter?

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    C. A duty on the employer to negotiate before deciding, with no veto
    Under MBL section 11 the employer negotiates on its own initiative before deciding, then decides. There is no veto, but the Act is demanding in sequence because the negotiation comes before the decision.

  2. How does the outline agreement KBV-LDR-2030-01 keep a works agreement in step with monthly software changes?

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    A. The agreement follows the mandate, so a new release of the same mandate stays inside it
    The scope names mandates and delegation profiles. A new release of the same mandate stays inside; a new mandate, a higher level or a new input is outside and starts a new round. This avoids both freezing and drift.

  3. Why did the Konzernbetriebsrat contest the view that the existing works agreement need not cover the board-pack assistant?

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    B. Because the assistant drafts the record of who said what in a meeting
    Management argued the assistant processes no employee data beyond names in papers. The council pointed out that it drafts minutes, a record of individual contributions, and the parties chose to negotiate a separate agreement.