Lucas Plan


The Lucas Plan, then and now
By Brian Salisbury,Phil Asquith and John Routley, former members of Lucas Aerospace Combine Shop Stewards'Committee 

2016 was the 40th anniversary of the Lucas Plan, the pioneering plan by shop stewards at Lucas Aerospace to save their jobs by converting the company from arms production to socially useful products. The Plan met with worldwide acclaim, sparking an international movement of workers’ plans, and was nominated for the Nobel Peace prize in 1979. A conference in Birmingham on November 26,2016, organised by the New Lucas Plan Working Group (click here) celebrated the anniversary and applied The Plan's ideas to current challenges including Trident, climate change and artificial intelligence.
 As a result of the Conference, other meetings and conferences have taken place nationally to promote The Plan and relate the concept to current issues.

This is the inside story of the Lucas Aerospace Combine Shop Stewards Corporate Plan.

In the 1960s, the Labour government set up the Industrial Reorganisation Corporation, with a mandate to encourage company mergers, investment and rationalisations; the end product for workers was widespread job losses. Workers found that Harold Wilson's 'white heat of the technological revolution' was simply burning up their jobs.  Additionally the principles of 'Taylorism', the fragmentation and deskilling of the production and design processes to reduce workers' power and bargaining strength was being implemented on a wide scale. All of these factors impacted upon us at Lucas Aerospace. Compounded by Labour's manifesto of 1974 pledged to defence cuts, there seemed much more grief to come.
 Due to the lack of a coherent trade union voice at national level the Lucas Aerospace senior shop stewards decided to set up a Combine, which was a representative body of staff and manual worker unions on all the fifteen sites throughout the U.K. It was established to enable the workforce to have a coherent and unified voice when responding to managements corporate view on wages, pensions, manning levels and other such issues. The shop stewards had realised though experience how management had used divide and rule tactics when negotiating on an individual site and craft union basis.(for a detailed history of the Combine see the link)
At our meetings in 1974, we felt confident as a Combine. There had been a number of successes over the last few years: a successful pensions campaign to begin to harmonise the works pension scheme with the staff; winning union representation on the trustees; the establishment of a Science and Technology Advisory Service and a coordinated campaign (with modest but encouraging success) for the indexation of wages at a time of record inflation. The major success was the victory of the Burnley strike, supported by other Lucas Aerospace Combine sites. However, many of us felt that the underpinning victory was the Combine's survival and growth in the face of neutrality at best and hostility at worst, from most of the official trade union establishment. 

Following a period of expansion, in 1974 Lucas Aerospace, along with other aerospace companies, announced the need to restructure the company as a consequence of "increased international competition and technological change brought about by the need to introduce new technology".  The Labour Party had always had a policy of reducing defence spending, but this put unions in the position of having to argue against this, in order to protect their members’ jobs.  Workers in the military industries, therefore, have always been presented with a false choice: weapons production or the dole, when the real choice should have been between weapons production or socially useful goods, to enhance people's lives rather than destroy them. The Combine was determined that we should not lead our members into the same box canyon - we began to realise that we must devise a realistic alternative to our present products. We could not argue to sustain the manufacture of products which were harmful and no longer required.  The Combine argued that state support would be better put to developing products that society needed, rather than the state supporting workers through paying redundancy money when they were put out of work.

The idea of the Combine’s Alternative Corporate Plan came about as a result of a meeting held with Tony Benn at the Dept. of Industry in November 1974. Thirty-four Combine delegates met with Benn in an attempt to persuade him to include Lucas Aerospace in the nationalisation of the aerospace industry. Benn indicated he did not have the power to include Lucas Aerospace in the nationalisation proposals; however he suggested that the Combine should draw up an alternative corporate strategy for the company.

After the Benn meeting the Combine had long and deep debates on the way forward. The crux of the debate was crystallised by the Combine's internal liaison officer Ron Mills: the problem that constantly faces trade unionists is that when they work to the same criteria as the company's accountants, their impact is inevitably marginal as they become part of the crisis rather than victims. A workers’ corporate plan would be too, unless we worked to radically different and unorthodox criteria.
With the key problem defined, the solution became clear. We should draw up a plan based on our own criteria – a plan to save jobs by making products to meet the unmet needs of those who suffer from social deprivation and lack of power.
Mike Cooley brought together the sentiments of many speakers:
'The only way in which we could be involved in a corporate plan would be if we grew it up in a way which challenged the private profit motive of the company and instead talked of social profit. Suppose we said we wouldn't allow the kidney machines to go (from Lucas Aerospace)?....If we proposed socially useful products what would be said then?....it is an insult to our skill .....that we can produce Concorde but not enough.... heaters for ...pensioners who are dying of the cold….the only way we could do this is to be completely independent of the company (author’s emphasis)'
There was a lot of uncertainty about embarking upon a voyage into completely unchartered waters. There were no trade union manuals, no precedents. We would be walking a tightrope, but what was the alternative? We would be in a conflict situation with the Company but we always were. The Plan, when complete, would have to be placed in a collective bargaining framework. We would have to learn as we went along but we were used to this.  In any event wouldn’t our members feel let down if we declined, particularly with the encouragement and support of Tony Benn?

Following the Combine’s decision to draw up the Plan, work began in January 1975 and took around a year. Delegates went from the Combine meeting back to their sites to report and campaign for the acceptance of the decision. It wasn’t easy and members were still keen on the bread and butter issues – as one Burnley member pointed out to his convenor, we were on our third Pope since the submission of the annual wage claim and still no settlement!

Initially the Combine approached outside organisations for suggested products. After receiving only three replies from 180 outside bodies, the Combine circulated questionnaires to the workforce.  At first sight it looked simple enough, asking for inventories of machine tools, workforce composition and skills. However the questionnaire also asked for alternative products and alternative ways of running the factory. This really made the stewards and staff reps think in completely new ways. Machine tool inventories and skill mix were used for planning and this was done by management as a business function. To produce the Plan we had to think planning thus trespassing on the management’s fiefdom by crossing the great divide!  The note we sent out with the questionnaire indeed encouraged this and stated that ‘the planning process is as important as the Plan itself because it involves questioning existing assumptions and generating alternative options.
The final question asked ‘Are there any socially useful products which your plant could design and manufacture?’ Emphasis was also to be put on the way the products were to be made, making sure that workers were not to be deskilled in the process of producing them.

Some sites including Birmingham and Bradford sent long lists of suggestions whilst others focussed on one or two.  The nature of the process was exemplified at the Bradford site where over fifty projects were submitted to the Corporate Plan committee, but the Company’s suggestion box at the entrance to the factory gathered dust. Ideas came from diverse sources including frustrated individuals, some non-union, whom had seen their product proposals rejected by management over the years. One said: ‘my son and his friends see industry as authoritarian and wasteful, lacking in social purpose. I thought the Corporate Plan would help to overcome that image so I made a few proposals.’
Most sites established a Corporate Plan committee which at my site, Burnley, met in the canteen on a Friday afternoon, with the management’s consent, although this was exceptional as the plan was not ‘official union business’. The committees circulated information and questionnaires, put up posters and held discussions, often in the pub, and mass meetings. Members were asked for ideas – their jobs might well depend on the outcome. Self-interest is a great motivator! A gradual commitment to the evolving Plan developed over the weeks and months. When redundancies were in the air in Burnley, I addressed a mass meeting of all 3,500 members from the local football club centre spot, which overwhelmingly accepted the joint shop stewards’ recommendation to base our fight on the Alternative Plan.
Dozens of product ideas were put forward by the Lucas Aerospace workforce and its supporters. From them, products were selected to fall into six categories: medical equipment, transport vehicles, improved braking systems, energy conservation, oceanics, and telechiric machines. Specific proposals included, in the medical sector, an expansion of 40% in the production of kidney dialysis machines, which at that time were being manufactured on one of the L.A. sites. In the energy sector, proposals included the development of ahead-of-their time environmentally sound products like heat pumps, solar cell technology, wind turbines and fuel cell technology. In transport, a new hybrid power pack for motor vehicles and road-rail vehicles(click here to see how a modern hybrid engine works). Later, the Combine produced a road-rail bus, which toured the country.

The proposals were rejected out of hand by L.A. management, indicating they would not diversify from aerospace work, even though they had clearly indicated that aerospace work was in decline.  Of course, they felt (rightly!) that the Alternative Plan threatened their ‘right to manage’.

The Combine’s Alternative Corporate Plan received worldwide support from a multitude of organisations including those who would not normally support trade union activity. Combine shop stewards attended numerous meetings in the U.K. and visits abroad to Sweden, Germany, Australia and USA. In 1981, Mike Cooley, a member of the Combine, received the Right Livelihood award, the money from which he donated to the Combine.

While individual Trade Unions and the Labour Government supported the Combine’s Plan in principle, there was neither the structures in place, nor the political will, to put pressure on Lucas Aerospace management to negotiate with the Combine to implement the Plan. An opportunity was lost to make a company receiving public money accountable to the community in which it served.

Forty years on, the products we put forward in our workers’ plan are now mainstream. Two examples (there are numerous others) of this are the production of hybrid power packs by most vehicle manufacturers and the contribution wind turbines, both onshore and offshore, make to our renewable energy needs.

Meanwhile Lucas Aerospace, as a company in its own right, no longer exists, parts of it having been sold off, while other parts no longer exist. Like other UK-based manufacturing companies, Lucas Aerospace was a victim of poor, unaccountable management, and a sad lack of successive governments’ industrial strategy.

The issues of technology and arms conversion raised in the Lucas Plan are even more relevant today.  We showed how people’s livelihoods can be safeguarded without relying on socially and environmentally harmful industries, and that workers have the know-how to achieve that.  Forty years on it’s heartening to see that the Plan has withstood the test of time and that a younger generation of people are carrying it forward in the form of the New Lucas Plan working group.

Meanwhile the Birmingham conference organisers looked at the new agenda for how trade unions can work with communities for socially useful production and democratic planning, in order to create a sustainable and just society.


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The Combine was keen to liberate the taxpayer funded resources of further and higher educational establishments used mainly by the large corporations. Through charitable funding the Combine established the Centre for Alternative Industrial and Technological Resources (CAITS) and UDAP.

UDAP and CAITS are described below 


UDAP

LUCAS AEROSPACE COMBINE COMMITTEE (LACSSC) and the
UNIT for the DEVELOPMENT of ALTERNATIVE PRODUCTS (UDAP)

By John Routley a former member of Lucas Aerospace Shop Stewards' Combine Committee 


BACKGROUND
The Combine Committee had some success with the development of some of the Alterative Product ideas identified in the Plan, the Road Rail Bus and the Heat pump were two prime examples of this.
However, in order to challenge the Lucas Management and to demonstrate the viability of the Plans strategy of producing Socially Useful Alternative Products the Combine needed to find a viable partner to help take the product ideas forward to development and then to be able to test production viability.
The earlier success that the Combine had with the collaboration of the North East London Polytechnic (NELP) was instrumental in shaping the direction of travel for moving this idea forward.
In Birmingham the Engine Management Site Committee were able to secure funding from the Cadbury Geraldine Trust which was matched by the then West Midlands County Council to pursue a partnership with a University for the Development of the Combines Alternative products.
Primarily, Brian Salisbury, John Routley and Bob Dodd approached a number of Universities within the Midlands seeking to create a Centre for Alternative product Development. It became clear that although Staff in some institutions were very keen to work with the Combine the Lucas Management had directly intervened to block such partnership activity. In one case Combine representatives was told privately that, if collaboration did take place, Lucas would withdraw existing financial activities from their University.

UDAP 
Because the Combine had, a very positive relationship with the North East London Polytechnic the Combine members decided to approach a number of local West Midlands Polytechnic has to move things forward rather than continue attempting to lure a University partnership.
Finally, the Combine representatives met with senior staff from Coventry (Lanchester) Polytechnic. The Polytechnic had a substantial record of accomplishment of working with local businesses in the Motor industry. Equally significantly was the fact that Coventry had a large number of defence and arms industry links within the city. Eventually agreement was reached to create The Unit for the Development of Alternative Products (UDAP).
UDAP, was housed in the Department of Combined Engineering, which offered a wide range of disciplines from Design, Electrical, Mechanical, Electronic and Pneumatic engineering.
The principle was that Final Year Graduate Students would work alongside UDAP Staff to support the Development of Alternative products as part of their final Year degree course work. Prior to the arrival of UDAP, many students simply worked on off the shelf Academic activities.
From a Combines perspective, what UDAP created was an opportunity for a socially useful learning and development experience for Students and Staff, whilst helping to develop Alternative Socially useful Products identified in the PLAN.
UDAP’s management team originally consisted of Two Senior Polytechnic Managers from the Department, Two Combine Committee Shop Stewards, Cadbury Geraldine Trust and a representative from West Midlands County Council.
UDAP PRODUCTS
UDAP Staff, working alongside Engineering students, successfully designed a number of the product ideas contained within the PLAN.
UDAP were proud to build an Electrical Vehicle, it was Road tested which was registered through the Department of Transport to be driven on our main roads.



The UDAP Electric Vehicle ahead of its time and a great ambassador for the Lucas Combine Shop Stewards Committee Vision from the PLAN  

Another great success was the design and build of a Portable Iron Lung, made from Fibre Glass that could be fitted on to any Single bed, then operated from Home. This model was the first new design ever created sine the original one was built some 50 years earlier.
UDAP staff were able to share product ideas with existing organisations who were already working on socially useful products that were aligned to the ides contained within the PLAN.
For example, the UDAP staff held meetings with Staff at the Centre for Alternative Energy in Machynlleth, which was founded in 1973 who were working on Wind and Solar ideas at that time. Staff from Oxfam were involved in Water filtration.
UDAP convened a national conference of all these agencies to discuss how greater collaboration could be created, mainly to avoid duplication of research and a waste of valuable resources.
The students and staff of the Faculty of Combined engineering also created new product ideas alongside UDAP Staff. At this point UDAP began working alongside Coventry’s Cooperative Development Agency in partnership with the West Midlands County Council to support unemployed groups who wanted support with product development to go into business as cooperatives.

BRITISH  AEROSPACE  BITTESWELL

UDAP were approached by Coventry Cooperative Development Agency to support a group of staff who were made redundant from British Aerospace at Bitteswell. 
Following the Plant closure they had decided to form a Cooperative, the group decided to call themselves the Bitteswell Employment Agency (BEA). Their Plan was to support redundant colleagues into employment by finding products they could manufacture. UDAP's Staff supported by the department of combined Engineering students  worked alongside the BEA members helping them to design and  develop a number of products.



We encouraged BEA members to identify potential product ideas among themselves, as LACSSC had done in the Corporate PLAN.
One of the earlier products was a design for a Bath Aid, to help children with mobility problems take a Bath. It used a simple cord system to lower and lift children into the Bath, it was designed to help bathe disabled children easily and safely whilst helping the parents.

Called the BEALIFT it was a popular product. Just like the Combines Corporate PLAN the idea came from a member of the BEA staff who knew a disabled child whose parents were having difficulty bathing their child. It ticked all the boxes by being socially useful in its production method, materials and end use.

Following on from this UDAP and BEA developed a JIFFY light weight Truck. The long term goal was to convert it into a Hybrid Petrol and Battery powered vehicle.


           The BEA Jiffy Truck

With sponsorship from the Coventry Cooperative Agency and West Midlands County Council UDAP helped BEA create a Stand for a special London Olympia Exhibition, and take the products down to London for a 3 day exhibition. UDAP called upon a range of marketing and design Students to produce the stand along side BEA staff.


                                                     BEA Staff on their Stand at Olympia 1982
 (Note the foreground Logo with the image of an Aircraft maintaining the links to the BEA cooperatives Aerospace roots)

       UDAP and BEA staff meeting Labour Leader Neil Kinnock on the BEA Stand
    ( John Routley former Lucas Combine committee member with hands in back pocket) 1982


Another group of workers was made redundant from Alfred Herbert’s, a major Machine Tool manufacture in Coventry. This group also decided to form a Cooperative. UDAP supported them with product ideas. One of which was to purchase redundant Machine tools, refurbish them and supply to new start up companies. One key initiative was to create a fully functional workshop inside a shipping container that could be transported to anywhere in the world that needed to build its local infrastructure.

UDAP worked on projects for Eritrean people who had been in the middle of a civil war and were desperate for support. Projects such as designing equipment for creating fuel bricks from waste paper. Methods extraction of Rapeseed Oil, as well as literally converting spare parts from downed MIG Fighters into everyday utensils, which was a real Sword to Ploughshares project.


Unfortunately, UDAP closed down in the late 1980s due to lack of funding, however the principle of joining the resources of academia, students, community and social groups together to develop Socially useful products remains as significant today as it was back in 1979 / 1980. 
What was integral when supporting these groups was to use the opportunities to support the development of individuals and re skill them during the process so that they could take things forward themselves. More importantly to give them ownership.

John Routley having helped set up UDAP with Brian Sailsbury and Bob Dodd left Lucas Aerospace and joined UDAP around 1982 as the Technical Liaison Officer.
When I joined UDAP it was quite a cultural shock for me. Having worked in Industry from leaving school in 1968 it was difficult to fully understand the workings of Academia. The snobbery hit me on day one when I was introduced to my new colleagues in the Staff room. I had only ever known works canteens and I had never been classed as Staff at anytime in my life.
 As i went round the room meeting the staff one particular Colleague shook my hand rather limply and said  "I am Dr ***** of Oxford" I then replied "I am John Routley, of  Billesley Secondary Modern".
I also started drinking Coffee, and my usual Bacon Butties became a thing of the past.

During my time at UDAP I has so many positive experiences. Some Lecturers gave total commitment to the principles of Socially useful products, this cascaded down to Students, some of whom joined the cooperative movement after completing their degrees to carry on developing these products.

It was proven to me that Academia and our brilliant Students are a valuable resource that needs to be in the forefront of the future strategic planning for the Green Ecological movement as well as supporting workers in the defence Industries in developing alternative Products to maintain Jobs.

After 5 years I left UDAP and moved more into education myself. However on my last day I went to say good bye to our Head of Department and Head of the Faculty who was Dean, when I was told his name was Bill I did not believe it. I had never realised that Dean was his position and not his name.

I blame the Induction programme rather than my ignorance!  

(December 2019)