Author Archives: Braden Kelley

About Braden Kelley

Braden Kelley is a Human-Centered Experience, Innovation and Transformation consultant at HCL Technologies, a popular innovation speaker, and creator of the FutureHacking™ and Human-Centered Change™ methodologies. He is the author of Stoking Your Innovation Bonfire from John Wiley & Sons and Charting Change (Second Edition) from Palgrave Macmillan. Braden is a US Navy veteran and earned his MBA from top-rated London Business School. Follow him on Linkedin, Twitter, Facebook, or Instagram.

What innovation hasn’t changed something?

What innovation hasn't changed something?Can you think of a single innovation that didn’t change something?

I didn’t think so.

Innovation is change, or at least, innovation requires change.

In my role as an innovation keynote speaker and workshop facilitator, I recently led a German-based industrial company’s North American IT leadership team through an innovation workshop, during which we spent part of the time working to define their common language of innovation (as described in my book Stoking Your Innovation Bonfire). For companies looking to build a sustainable innovation capability this is an important first step.

One of the biggest reasons it is important to define innovation and to spend time creating a common language of innovation is that the word innovation means something different to every individual. It is very easy for companies to spin their wheels when people don’t have the same understanding of what constitutes innovation and what doesn’t.

Because of this danger, when working with companies to help build an innovation system I always make sure that we define what they want innovation to mean in their organization and what their vision, strategy and goals are going to be for innovation. This helps get everyone on the same page and causes people to start seeing some of the changes required in order to build a strong innovation capability in the organization.

Defining Innovation

As part of this most recent workshop discussion around what constitutes innovation I shared my definition of innovation and we worked together to create a definition that is going to fit their culture and their business.

My own personal definition of innovation is:

“Innovation transforms the useful seeds of invention into widely adopted solutions valued above every existing alternative.”

I’ve worked pretty hard over the years to refine this definition, and I like my definition because it highlights a couple of inherent tensions and relationships that people must consider. These include:

  • Invention vs. innovation
  • Useful vs. valuable
  • The requirement for an innovation to be widely adopted
  • The requirement for an innovation to replace the existing solution

Because innovation requires change, a potential innovation must:

  1. Create so much value that people are willing to go through the discomfort of abandoning or migrating away from their existing solution (even if it is the oft-ignored ‘do nothing’ solution);
  2. At the same time, you must also do an outstanding job of helping people access that value through design, packaging, education, etc. so that the product or service is a delight to use and so that you potentially simultaneously increase the overall value of the solution;
  3. And, finally you must provide a very clear value translation for your potential customers of how this new solution will fit into their lives and is worth the disruption that comes with adopting it.

For those of you familiar with my book Stoking Your Innovation Bonfire, or with my other writings, you may recognize my Value Innovation Framework and my views on what it takes to achieve successful innovation captured in the above three points.

Organization Size and History Matters

Inside a large organization (or one with a longer history), a potential innovation often inflicts a lot of change on the organization. Inside a large organization or an organization with a longer history, the organization will have grown up around one or two initial solutions and built an infrastructure to maximize the success of those initial solutions. As a result, any potential innovation will often require knowledge, skills, and other resources in order to build and scale it that are new to the organization. This may involve building new distribution channels, hiring people with the necessary skills and expertise, and many more changes required to build the capabilities needed to make the potential innovation a success.

Inside a startup organization this is not the case, and this is the reason why it is often easier and faster for a startup to create and implement a potential innovation than an established company. Because everything is new, there is nothing to change, other than the minds of the customers in order to get them to replace their existing solution and the minds of potential partners to convince them to work with you. This is the advantage that startups have over existing companies.

But the disadvantage startups have is that startups usually have to spend more of their time chasing the funding they need to transform their idea into a realized innovation. Whether the advantages or the disadvantages are larger depends on the startup. And, whether the startup can beat the established organization depends on how good the established organization is at managing change, and how fast it can change.

Final Thoughts

Most of us work in established organizations that have either grown large because of successful leadership, strategic vision, efficient operations, and continuous improvement and innovation, or we work for an organization that has at least established some level of longevity as a going concern. This means that for most of us we MUST get better at change. We must accept change as a constant and as a key (along with innovation) to our organization continuing to thrive in a sea of rising global competition. We must also get FASTER at change.

One way to do this is to change HOW we change by embracing a new more visual, more collaborative approach to planning our change efforts using tools like my Change Planning Toolkit™. I will be introducing this toolkit in my new book Charting Change, releasing March 9, 2016. People who buy a copy of my book Charting Change will get access to the Change Planning Canvas™ and 25 other tools from the toolkit. As a special gift for everyone else, I will be making a series of 10 free downloads available on my web site from the 50+ frameworks, worksheets and other tools contained in the toolkit (including the popular Visual Project Charter™).

I hope it is now clear that to be successful at innovation that you must become better at change, and I encourage you all to do so!

Accelerate your change and transformation success

This article originally appeared on the Planview blog

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First Interview about ‘Charting Change’

Charting ChangeI was lucky enough to (a) get Tanveer Nasser to contribute some thought leadership to my new book Charting Change (launching March 9, 2016!) and (b) to be a guest recently on his leadership podcast.

Here is a quick snippet from Tanveer’s site about the content of our interview:

“In today’s faster paced, interconnected world, there’s little doubt that change is the new reality; the new standard by which we now have to operate. But if leaders recognize change as being a new constant in our organization’s field of view, why then are so many leaders struggling to effectively drive change in their organization? It’s the question that serves as the basis of my talk with innovation expert and author, Braden Kelley.”

Click here for more information and to listen to the interview

Tanveer NaseerTanveer Naseer is an award-winning and internationally-acclaimed leadership writer and keynote speaker. He is also the Principal and Founder of Tanveer Naseer Leadership, a leadership coaching firm that works with executives and managers to help them develop practical leadership and team-building competencies to guide organizational growth and development.

Accelerate your change and transformation success

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Digital Transformation versus Digital Strategy

by Braden Kelley

In my last article, Digital Transformation Matters, we looked at the accelerating pace of change, the case for digital transformation, and our evolving interactions with technology. We also asked a simple question:

Are you ready to do business in a digital way for the digital age?

In our digital age all companies must change how they think, change how they interact with customers, partners, and suppliers, and change how the business works inside. Customer, partner, and supplier expectations have changed and a gap is opening between what they expect from their interaction with companies, and what those companies are currently able to deliver. Companies must immediately work to close this expectation gap or the entire business is at risk.

There are groups of digital natives out there that are extremely capable, have greater access to capital than ever before, and are very likely to re-imagine your business and your entire industry from the ground up if you don’t start making the necessary changes in your business to eliminate the opportunity.

If they attack, they will do it with a collection of digital strategies that utilize the power of the digital mindset to more efficiently and effectively utilize the available people, tools and technology, and to design better, more seamlessly interconnected and automated processes that can operate with only the occasional human intervention.

To defend your company’s very existence, you must start thinking like a technology company or go out of business. Part of that thinking is to fundamentally re-imagine how you structure and operate your business. You must look at your business and your industry in the same way that a digital native startup will if they seek to attack you and steal your market. To make this easier you can ask yourself five questions:

  1. If I were to build this business today, given everything that I know about the industry and its customers, and given all of the advances in people, process, technology and tools, how would I design it?
  2. From the customers’ perspective, where does the value come from?
  3. What structure and systems would deliver the maximum value with the minimum waste?
  4. What are the barriers to adoption and the obstacles to delight for my product(s) and/or service(s) and how will my design help potential customers overcome them?
  5. Where is the friction in my business that the latest usage methods of people, process, technology, and tools can help eliminate?

There are of course potentially other questions you may want to ask, but these five should get you most of the way to where you need to go in your initial strategic planning sessions. If you have other key questions that you think I’ve missed, please add them in the comments.

Digital Strategy vs. Digital Transformation

But how much appetite for going digital do you have?

This is where the question of digital strategy versus digital transformation comes in.

The two terms are often misused, in part by being used interchangeably when they are in fact two very different things.

A digital strategy is a strategy focused on utilizing digital technologies to better serve one particular group of people (customers, employees, partners, suppliers, etc.) or to serve the needs of one particular business group (HR, Finance, Marketing, Operations, etc.). The scope of a digital strategy can be quite narrow, such as using digital channels to market to consumers in a B2C company, or broader, such as re-imagining how marketing could be made more efficient through the use of digital tools like CRM, marketing automation, social media monitoring, etc. and hopefully become more effective at the same time.

Meanwhile, a digital transformation is an intensive process that begins by effectively building an entirely new organization from scratch utilizing:

  • All of the latest DIGITAL TECHNOLOGIES (artificial intelligence, predictive analytics, BPM, crowd computing, etc.)
  • The latest TOOLS (robotics, sensors, etc.)
  • The latest best practices and emerging next practices in PROCESS (continuous improvement, business architecture, lean startup, Business Process Management (BPM), crowd computing, and continuous innovation using a tool like The Eight I’s of Infinite Innovation™)
  • The optimal use of the other three to liberate the PEOPLE that work for you to spend less time on bureaucratic work and more time imagining the changes necessary to overcome barriers to adoption and obstacles to delight through better leadership methods, reward/recognition systems, physical spaces, collaboration and knowledge management systems, etc.

And ends with a plan for making the transformation from the old way of running the business to the new way.

The planning of the digital transformation is of course all done collaboratively on paper, whiteboards, and asynchronous electronic communication (hopefully not email, but more on that later). The goal is to think like a digital native, to think like a startup, to approach the idea of designing a company to utilize all of the advances in people, process, technology and tools to kill off your own company (at least as you know it). Because, if you don’t re-invent your company now and set yourself up with a new set of capabilities that enable you to continuously re-invent yourself as a company, then some venture capitalist is going to see an opportunity, find the right team of digital natives, and give them the necessary funding to enter your market and re-invent your entire industry for you.

It’s All About the Interfaces

People are fascinated with startups like Uber and with good reason because they have changed the lexicon and the way that we think about entire categories of products and services. Whether or not you believe there is causation, the fact remains that Yellow Cab in San Francisco filed for bankruptcy, and that Uber has placed an immense amount of pressure on taxi and airport limousine companies. But you should also be looking at what established technology companies like Amazon are doing because established technology companies are looking for growth and new markets too, and they might decide yours looks attractive, so you have to think like a technology company or go out of business.

One way that technology companies differ from non-technology companies is that they naturally focus on the interfaces, because that is where complex systems often fail. And so, if you are pursuing a digital strategy on your way to a digital transformation, you must first pick an interface, and then optimize the experience at that interface. It could be the interface between the company and customers, it could be the company to employee or employee to employee interface, or even the company to partner or company to supplier interface. Whatever interface you choose, your goal is to ultimately look at that interface with a fresh modern lens, and then utilize all of the latest (and emerging) approaches from a people, process, and technology perspective, to create a more efficient and more effective (aka better) experience.

The better job you do as an organization at removing friction at the interfaces, the more likely you are to become a partner of choice, supplier of choice, employer of choice, and/or a brand of choice. The value of becoming any or all of these could be the difference between the survival and growth of the organization, and a slow, agonizing death at the hands of a new, digital entrant or a digitizing incumbent that completes a digital transformation before your leadership team can agree it’s even necessary.

Architecting Your Organization for Change

One thing that both a digital strategy and a digital transformation have in common is that they will inflict change (in varying amounts) upon the organization, and with a more visual, collaborative approach to planning that change – like that enabled by the Change Planning Toolkit™ that I introduce in my new book Charting Change (available February 24, 2016) – you will increase your odds of beating the 70% change failure rate and of successfully achieving your digital change goals.

As you plan your change efforts it helps if you keep in mind the Five Keys to Successful Change™ and that you consider Architecting Your Organization for Change. Below you will see visualizations of both concepts and both are available as free downloads from the Change Planning Toolkit™, which is a collection of frameworks, worksheets, and other tools (including the Change Planning Canvas™).

Five Keys to Successful Change 550

Architecting the Organization for Change

Click to access these frameworks as scalable 11″x17″ PDF downloads

These two frameworks will help you take a more holistic view of organizational change wider than just change management or change leadership, and helps organizations:

  1. Visualize a new way to increase organizational agility
  2. Integrate changes in the marketplace and customer behavior into the strategy
  3. Create a new organizational architecture that integrates all five elements of organizational change
  4. Make project, behavior and communications planning and management a central component of your change efforts
  5. One thing that should immediately jump out as you look at the Architecting the Organization for Change framework is that The Five Keys to Successful Change™ are embedded it.

Change Maintenance forms the foundation of a change-centric organization, ensuring that the changes necessary to ensure a healthy firm continue to persist (or are “maintained”), while the top of the organizational pyramid is driven by a conscious strategy that evolves over time, informed by changes in customer behavior and changes in the marketplace.

The strategy of the firm then determines the appropriate business architecture, and as the organization’s strategy changes, the business architecture may also need to change. Any necessary changes in the architecture of the business (new or updated capabilities or competencies) then will lead to modifications to the portfolio of change initiatives and projects (and remember every project is a change effort). These projects and initiatives will consist of innovation initiatives and efforts to create positive changes in the operations of the business.

The change efforts and projects identified as necessary and invested in as part of the change portfolio then represent projects that impact the innovation and operations for the firm, and in order to successfully execute them in the short term includes change planning, management, and leadership, and in the longer term the maintenance of the required changes.

And for the change efforts and projects to be successful the organization must also focus on project planning and management, behavior planning and management, and communications planning and management. The related projects, behaviors, and communications must all be effectively planned and managed in a way that keeps all three in sync.

I hope you see that by increasing your focus on the Change Planning discipline and through increased use of tools like the Architecting the Organization for Change framework from the Change Planning Toolkit™, your business will be able to more collaboratively and visually plan change efforts as large as a digital transformation or as small as a digital strategy and to increase your organizational agility.

More on organizational agility soon, so stay tuned!

In the meantime, please get yourself a copy of Charting Change as a hardcover (ebook coming soon) and get your free downloads from the Change Planning Toolkit™ (or go ahead and purchase a license now).

Buy the Change Planning Toolkit™ NowNow you can buy the Change Planning Toolkit™ – Individual Bronze License – Advance Purchase Edition here on this web site before the book launches.

This article originally appeared on Linkedin

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Increasing Organizational Agility

Increasing Organizational Agilityby Braden Kelley

Companies seeking to cope with the pace of accelerating change are looking for ways to go faster, and managers in non-technical disciplines have become increasingly infatuated with the Agile Software Development methodology and many are finding ways to adapt parts of it to create agile change or agile marketing or other such things. Sure agility sounds like a good thing and sure agile marketing sounds like it must be better than regular marketing, but is it?

What is agility really?

According to Dictionary.com, agility is:

“The power of moving quickly and easily; nimbleness”
OR
“The ability to think and draw conclusions quickly; intellectual acuity”

When it comes to a business context, I however prefer to define agility a bit more simply, a bit more concisely. Agility, or organizational agility in our case, is:

“How quickly an organization can change directions”

Many people, especially in an organizational or commercial context, get confused between agility and flexibility. They are NOT the same thing.

Agile vs. Flexible

Organizational agility is about how quickly an organization can change directions, while flexibility in an organization gives it the ability to do different things with the same resources, often by purchasing more flexible equipment (at a higher price) or by training people to do more than one thing (resulting in higher training costs) or by hiring people that are skilled at more than one thing (higher salary/benefit costs). Flexibility definitely has its benefits (being able to shift resources among purposes) but it also has costs like the ones mentioned above, and probably more importantly, flexibility usually decreases the efficiency of systems.

Fixedness on the other hand, reduces variability, allows you to focus on the things that do vary and get really good at executing all aspects of a system, including the acquisition of the very best tools and technology to perform each particular function. But, as you can imagine, fixedness has its downside too. If a human resource goes down due to illness or a piece of production equipment breaks, potentially, the whole system grinds to a halt.

So, as you can imagine, increased organizational agility is achieved by establishing the right balance between flexibility and fixedness.

The Organizational Agility Framework

I have captured this principle below in the Organizational Agility Framework:

Organizational Agility Framework


Click to access this framework as a scalable 11″x17″ PDF download
(Tooklit purchasers also get access to the Organizational Agility Worksheet)

The Organizational Agility Framework helps organizations:

  • Adapt to changing environmental conditions
  • Stretch existing resources and the organization itself to do new things in new ways
  • Enable faster change inside the organization and faster adoption by customers
  • Evolve profitable customer relationships to keep the organization strong and vibrant

The Organizational Agility Framework (and corresponding worksheet in the Change Planning Toolkit™) also helps you ask two key questions:

  1. Where can we stretch our existing resources and the organization itself to do new things in new ways?
  2. What should we keep the same to enable faster change inside the organization and faster adoption by customers?

Flexibility vs. Fixedness

Too much Flexibility and it will take too long to make decisions and changes.

Too much Fixedness and you will suffer from organizational rigidity.

Companies seeking increased organizational agility and an improved ability to cope with the accelerating pace of change and ever-evolving customer expectations must seek to strike that optimal balance between fixedness (so you can go fast) and flexibility (so you can quickly adapt to changing customer needs).

Can your organization find the right balance?

More on digital transformation and organizational agility soon, so stay tuned!

In the meantime, please get yourself a copy of Charting Change as a hardcover (or ebook) and get your free downloads from the Change Planning Toolkit™ (or go ahead and purchase a license now).

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‘Charting Change’ Now Launching on March 9th

Charting ChangeTo supporters of my first book Stoking Your Innovation Bonfire and my latest book Charting Change, I am sad to say that the launch date for my new book, designed to make change less overwhelming and more human, has moved back to March 9, 2016.

Get Everyone Literally on the Same Page for Change!

Charting Change – A Visual Toolkit for Making Change Stick, the follow-up to Stoking Your Innovation Bonfire, is being published by Palgrave Macmillan, and is now available for pre-order at all of the Amazon online bookstores (USA, UK, DE, FR, JP, CA) and many other retailers around the world. BookDepository.com ships FREE to nearly 90 countries.

What People Are Saying

Daniel H Pink“There’s no denying it: Change is scary. But it’s also inevitable. In Charting Change, Braden Kelley gives you a toolkit and a blueprint for initiating and managing change in your organization, no matter what form it takes.”
– Daniel H. Pink, author of Drive and To Sell is Human

Eric Hieger“Thoughtful, thorough, and practical is the rare blend that Braden has achieved in this Change Management field guide. Much more than a series of tactics, Charting Change will explicitly, sequentially, and visually help users create a diverse set of experiences for stakeholders that will most certainly increase likelihood of success.”
– Eric D. Hieger, Psy.D., Business Transformation and Change Leadership Practice Lead at ADP

Denise Fletcher“As the pace of change speeds up, the market disruptions and resulting changes can be daunting for all. We all wish we could predict how change will affect our business, our market and our people. No matter what business area you come from, change affects us all and can produce great outcomes when managed well. In Braden Kelley’s newest book, Charting Change, he provides a terrific toolkit to manage this process and make it stick.”
– Denise Fletcher, Chief Innovation Officer, Xerox

Phil McKinney“Braden Kelley and his merry band of guest experts have done a nice job of visualizing in Charting Change how to make future change efforts more collaborative. Kelley shows how to draw out the hidden assumptions and land mines early in the change planning process, and presents some great techniques for keeping people aligned as a change effort or project moves forward.”
– Phil McKinney, retired CTO for Hewlett-Packard and author of Beyond the Obvious

Marshall Goldsmith“Higher employee retention? Increased revenue? Process enhancements? Whatever your change goal, Charting Change is full of bright ideas and invaluable visual guides to walk you through change in any area where your organization needs it.”
– Marshall Goldsmith is the #1 New York Times bestselling author of Triggers, MOJO and What Got You Here Won’t Get You There

The Opportunity

Braden Kelley - Author of "Charting Change"

Innovation is about change, and organizations and individuals resist change. But, if you look around the business ecosystem, you’ll see that the companies that successfully innovate in a repeatable fashion and stay at the top of their industries have one thing in common – they are good at managing change.

Research shows that up to seventy percent of all change initiatives fail. Let’s face it, change is hard, as is getting an organization on board and working through the process. One thing that has been known to be effective is onboarding teams not only to understand this change, but to see the process and the progress of institutional change. Charting Change will help teams and companies visualize this complicated process.

The Concept

I have developed the Change Planning Toolkit™ and the Change Planning Canvas™, which enable leadership and project teams to easily discuss the variables that will influence the change effort and organize them in a collaborative and visual way. It will help managers build a cohesive approach that can be more easily embraced by employees who are charged with the actual implementation of change. Charting Change will teach readers how to use this visual toolkit to build a common language and vision for implementing change.

The Supplemental Materials

Get the new Change Planning Toolkit™ downloadsAfter the book launches, book buyers will get access to the Change Planning Toolkit™ Basic License which includes access to 26 of the 50+ frameworks, worksheets, and other tools (including the Change Planning Canvas™) in a 11″x17″ downloadable PDF format. To get access to poster size versions (35″x56″) of these tools, please contact me about upgrading to an affordable site license.

Click here to purchase the Change Planning Toolkit™ Basic License – Advance Purchase Edition now on this web site and get instant access to the supplemental materials and a digital version of the book when it becomes available.

The Toolkit

— Click here to get more information about the Change Planning Toolkit™
Sign up for the latest news and alerts

Where to Buy (now available for pre-order until March 2016)

More Change Planning Toolkit™ Resources:

The Case Studies in Charting Change

NHS Challenge Top-Down ChangeChallenge Top Down Change (@NHSEngland, @HSJnews and @NursingTimes)

NHS Improving Quality, a national improvement body of NHS England, working in partnership with the Health Service Journal (HSJ) and the Nursing Times (NT) national healthcare management titles to challenge top down change.

Babak ForutanpourQualcomm Flux – Babak Forutanpour

Babak Forutanpour (@bababinke) is a curious soul, an engineer, a UX Technologist, and a VFX Artist. He is the founder of Qualcomm’s FLUX and Co-Creator of Don’t Dream Alone. Creator of the @TheAryaBall.

The Guest Experts in Charting Change

Beth Montag SchmaltzBeth Montag Schmaltz (@bethmschmaltz)

Beth Montag Schmaltz is a Founding Partner at 71 & Change, a strategy and implementation consulting company that designs and implements solutions to address today’s workforce challenges. Most importantly, we believe that Your People = Your Success.

Dion HinchcliffeDion Hinchcliffe (@dhinchcliffe)

Dion Hinchcliffe is a Vice President and Principal Analyst at Constellation Research. He is a well-known business strategist, enterprise architect, book author, frequent keynote speaker, analyst, and transformation consultant.

Matthew E MayMatthew E. May (@matthewemay)

Matthew E. May is a strategy facilitator, innovation coach, and lean trainer. Author of four books (including The Laws of Subtraction and The Elegant Solution), working on a 5th.

Rosemarie Ryan & Ty MontagueTy Montague (@tmontague) and Rosemarie Ryan (@RosemarieRyan)

Co-Founders and Co-CEOs of co:collective, a strategy and innovation company that works with leadership teams to conceive and execute innovation in customer experience using a proprietary methodology called StoryDoing ©.

Tanveer NaseerTanveer Naseer, MSc. (@TanveerNaseer)

Tanveer Naseer is an award-winning and internationally-acclaimed leadership writer, author of the book “Leadership Vertigo”, keynote speaker, and founder of Tanveer Naseer Leadership, a leadership coaching firm.

Brett ClayBrett Clay (@sellingchange)

Brett Clay is the Founder and President of Change Leadership Group, LLC and author, “Selling Change, 101 Secrets for Growing Sales by Leading Change.”

Ayelet BaronAyelet Baron (@ayeletb)

Ayelet Baron is a futurist helping to build thriving 21st century organizations with conscious leaders who drive shared purpose. Ayelet is a keynote speaker and author whose purpose is to open people’s minds and hearts about what’s possible when we lifework in abundance.

Seth KahanSeth Kahan (@sethkahan)

Seth Kahan is an executive advisor who guides CEOs on leading change and innovation to create powerfully positive impact.
.

Rohit TalwarRohit Talwar (@fastfuture)

Rohit Talwar is a global futurist and CEO of Fast Future Research and Fast Future Publishing. He is the editor of The Future of Business – published in June 2015.
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Charting Change Number One New Release on AmazonTable of Contents from Charting Change

  • Acknowledgements
  • Preface
  • Change Planning Canvas™ (2-page foldout)
  • Chapter 1 – Changing Change
  • Chapter 2 – Planning Change
  • Chapter 3 – Understanding the Current State
  • BONUS FEATURE – NHS (Case Study – Challenging Top Down Change)
  • Chapter 4 – Exploring Readiness for Change and Transitions
  • Chapter 5 – Envisioning the Desired State
  • BONUS FEATURE – Seth Kahan (Guest Expert – Generating Dramatic Surges of Progress)
  • Chapter 6 – Picking the Right Target for Your Change Effort
  • Chapter 7 – The Benefits of Change
  • Chapter 8 – The People Side of Change
  • Chapter 9 – Barriers and Obstacles to Change
  • BONUS FEATURE – Matthew E May (Guest Expert – Reverse Engineer Your Strategy)
  • Chapter 10 – Not Everything about Change is Wonderful
  • Chapter 11 – Breaking it Down
  • Chapter 12 – Now What (The Resource Challenge)
  • BONUS FEATURE – Beth Montag-Schmaltz (Guest Expert – Change Saturation)
  • Chapter 13 – Building the Case for Change
  • BONUS FEATURE – Brett Clay (Guest Expert – Selling Change)
  • Chapter 14 – Communicating Change
  • BONUS FEATURE – Ty Montague and Rosemarie Ryan (Guest Experts – StoryDoing)
  • Chapter 15 – Leading Change
  • BONUS FEATURE – Tanveer Naseer (Guest Expert – Leading Change)
  • Chapter 16 – Innovation is All about Change
  • BONUS FEATURE – Babak Forutanpour (Case Study – Qualcomm Flux)
  • Chapter 17 – Project and Portfolio Management Are About Change
  • BONUS FEATURE – Dion Hinchcliffe (Guest Expert – Digital Transformation Best Practices)
  • Chapter 18 – The Future of Change
  • BONUS FEATURE – Rohit Talwar (Guest Expert – The Future of Business)
  • BONUS FEATURE – Ayelet Baron (Guest Expert – Change is Abundant in the 21st Century)
  • About the Author

Accelerate your change and transformation success

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Digital Transformation Matters

Digital Transformation Matters

The pace of change is accelerating.

Much has changed since we all started to dial in with our modems and connect to online services like America Online or Compuserve and eventually directly onto the Internet and the World Wide Web. Elements of our digital world continue to invade our language and our consciousness.

  • “Text me later.”
  • “Skype me tomorrow.”
  • “Google it.”
  • “#hashtag”
  • “rtofl”

Whether we like it or not the physical world and the digital world, and people are more likely to freak out about leaving their mobile phone at home than their wallet. Soon you won’t even need to carry a wallet (unless you want to). Canada stopped making pennies. In Sweden many businesses no longer take cash. Have you tried buying a drink on an airplane lately? (no cash accepted there either)

We now live in a digital age.

Not because technology is new, but because the way we react to technology and interact with it is different.

We’ve had technology for a while, but we used it primarily for performing calculations, and then for information storage and retrieval. But now, because the computer has moved from being a machine in a lab programmed with punch cards, to something nearly every one of us carries in our pocket or wears on our wrist, we’re beginning to form relationships with machines and more importantly, to use our machines to form, maintain, and even deepen, our human relationships.

So what does this mean for you as a business person?

It means that people like me have to drag you kicking and screaming away from the way you’ve always done business, away from the way you’ve always structured your enterprise, away from the ways you’ve facilitated communication among employees and between you and your customers, partners, and suppliers and towards a fundamentally different way of organizing and operating your business.

Are you ready to do business in a digital way for the digital age?

No?

Well, your market is large and attractive to me and my digital native friends. While you struggle under the weight of your legacy systems and the denial that you must change how you think, change how you interact with customers, change how your business works inside, maybe we will re-imagine your business and your entire industry from the ground up with a collection of digital strategies that utilize the power of the digital mindset to more efficiently and effectively utilize people, process and technology with some venture capital backing to challenge the incumbents and put them out of business. People are fascinated with startups like Uber and with good reason, but they should also be looking at what established technology companies like Amazon are doing because you’re either have to think like a technology company or go out of business.

In my next article on digital transformation we will circle back to discuss Uber in a bit more detail as we explore the difference between a digital strategy and a digital transformation. Because they are not the same and are vastly different in what they require to be successful. The one thing they both have in common is that they will inflict change (in varying amounts) upon the organization, and with a more visual, collaborative approach to planning that change – like that enabled by the Change Planning Toolkit™ that I introduce in my new book Charting Change – you will increase your odds of beating the 70% change failure rate and successfully achieving your digital change goals.

Stay tuned!

This article originally appeared on Linkedin

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Standardizing Change

In The Five Keys to Successful Change I highlight five key areas for organizations to focus on if they are serious about building a strong, sustainable capability in organizational change, including:

  1. Change Planning
  2. Change Leadership
  3. Change Management
  4. Change Maintenance
  5. Change Portfolio Management

Five Keys to Successful Change 550

As you can see Change Management is but one of five keys to sustainable change success, but it is one of the most important. It is also the only one of the five that has its own professional association and working to establish itself as a recognized profession, complete with its own certification.

To get to a place where you can have a certification, you must have a collection of shared knowledge. In project management, they have the Project Management Body of Knowledge (PMBOK) maintained by the Project Management Institute (PMI) in support of the certification of Project Management Professionals (PMP). For change management professionals, this is The Association of Change Management Professionals (ACMP) Standard for Change Management, also referred to as ACMP’s Standard.

ACMP Standard Components

The main components of the standard according to the ACMP brochure include:

1. Evaluating Change Impact and Organizational Readiness

  • Reviews the overall change and how it will impact the organization
  • Establishes whether the organization is ready and able to handle the proposed change

2. Formulating Change Management Strategy

  • Develops the approach for moving an organization from current state to desired future state in order to achieve specific organizational outcomes

3. Developing Change Management Plans

  • Documents the scope, actions, timelines and resources needed to deliver the change

4. Executing Change Management Plans

  • Addresses the implementation processes for performing the change activities by monitoring, measuring, and controlling delivery against baseline plans

5. Closing the Change Management Effort

  • Documents the actions and resources needed to close the change once the Change Management Strategy is achieved and activities are deemed sustainable and maintainable

But managing change is extremely complicated and there is much more involved in doing it well than can be achieved just looking at these five high level phases, so there is a lot more detail contained in ACMP’s Standard, highlighted for you below:

5.1 Evaluate Change Impact and Organizational Readiness

— 5.1.1 Define the Change
— 5.1.2 Determine Why the Change is Required
— 5.1.3 Develop a Clear Vision of the Future State
— 5.1.4 Identify Goals, Objectives, and Success Criteria
— 5.1.5 Identify Sponsors Accountable for the Change
— 5.1.6 Identify Stakeholders Affected by the Change
— 5.1.7 Assess the Change Impact
— 5.1.8 Assess Alignment of the Change with Organizational Strategic Objectives and Performance Measurement
— 5.1.9 Assess External Factors that may Affect Organizational Change
— 5.1.10 Assess Organization Culture(s) Related to the Change
— 5.1.11 Assess Organizational Capacity for Change
— 5.1.12 Assess Organizational Readiness for Change
— 5.1.13 Assess Communication Needs, Communication Channels, and Ability to Deliver Key Messages
— 5.1.14 Assess Learning Capabilities
— 5.1.15 Conduct Change Risks Assessment

5.2 Formulate the Change Management Strategy

— 5.2.1 Develop the Communication Strategy
— 5.2.2 Develop the Sponsorship Strategy
— 5.2.3 Stakeholder Engagement Strategy
— 5.2.4 Develop the Change Impact and Readiness Strategy
— 5.2.5 Develop the Learning and Development Strategy
— 5.2.6 Develop the Measurement and Benefit Realization Strategy
— 5.2.7 Develop the Sustainability Strategy

5.3 Develop the Change Management Plan

— 5.3.1 Develop a Comprehensive Change Management Plan
— 5.3.2 Integrate Change Management and Project Management Plans
— 5.3.3 Review and Approve the Change Plan in Collaboration with Project Leadership
— 5.3.4 Develop Feedback Mechanisms to Monitor Performance to Plan

5.4 Execute the Change Management Plan

— 5.4.1 Execute, Manage, and Monitor Implementation of the Change Management Plan
— 5.4.2 Modify the Change Management Plan as Required

5.5 Complete the Change Management Effort

— 5.5.1 Evaluate the Outcome Against the Objectives
— 5.5.2 Design and Conduct Lessons Learned Evaluation and Provide Results to Establish Internal Best Practices
— 5.5.3 Gain Approval for Completion, Transfer of Ownership, and Release of Resources

Obviously there is a lot more value in looking at this more complete view of the content of ACMP’s Standard than in looking at the five components of the standard. A number of different people provided input into ACMP’s Standard and so there is a lot of good information in it, and I’d encourage you to download it and check it out. For my part, I’ve been all the way through it as part of the research for my new book Charting Change, in part because I wanted to ensure that my new book and the accompanying Human-Centered Change™ methodology are consistent with ACMP’s Standard so that practicing change management professionals can pick up my Change Planning Toolkit™ and begin using it right away to simplify their change planning process and increase their rate of successful change adoption.

ACMP Standard Visualization

Click to access this ACMP Standard for Change Management visualization as a FREE scalable 11″x17″ PDF download

Click to access this ACMP Standard for Change Management visualization as a FREE scalable 35″x56″ PDF poster size download

But the ACMP’s Standard for Change Management, because of its breadth, can be difficult for people to digest and easily access quickly and so to help with that challenge I have created a visualization of the standard (pictured above) as a scalable 11”x17” free download for people to download and share with others or post on their cubicle or office wall for easy reference, with a free 35”x56” poster size version available now too! The visualization will help you see at a glance how the main components and all of their sub-components inter-relate and come together to create a comprehensive approach to change management. I hope you download and enjoy the ACMP Standard for Change Management visualization, share it freely with your friends and colleagues, and get added value from the other free downloads from the Change Planning Toolkit™!

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Eight I’s of Infinite Innovation – Revisited

Eight I's of Infinite Innovation

Some authors talk about successful innovation being the sum of idea plus execution, others talk about the importance of insight and its role in driving the creation of ideas that will be meaningful to customers, and even fewer about the role of inspiration in uncovering potential insight. But innovation is all about value and each of the definitions, frameworks, and models out there only tell part of the story of successful innovation.

I’ve been talking for a while now in my innovation keynotes how crucial value is to innovation. It is no consequence as a result that value sits at the center of my definition of innovation:

Innovation transforms the useful seeds of invention into widely adopted solutions valued above every existing alternative.”

In this definition you will see that I draw a distinction between useful and valuable, and I develop it further in Stoking Your Innovation Bonfire.

“Often usefulness comes from what a product or service does for you, and value comes from how it does it. If you’re looking to truly deliver innovative products and services into the marketplace, then once you succeed at the designing and developing the ‘what’, don’t forget to also focus on achieving excellence in the ‘how’.”

One of my favorite examples of the useful versus valuable distinction is the mousetrap. Despite the hundreds or thousands of patent applications submitted every year for new mousetrap designs, most people still purchase the same simple snapping mousetrap that you see in cartoons and that has been around for a hundred years. The mousetrap is a great example of how easy it is to generate innovation investment opportunities and how difficult it is to create something that is truly valuable.

This distinction between useful and valuable is one that you must seek to understand and by turning this into a lens through which you can look at the potential of your innovation investment opportunities, the higher the return you will have from your innovation portfolio.

Innovation is All About Value

Speaking of which, maybe we should stop talking about idea generation, idea management and idea evaluation and instead begin thinking about ideas as innovation investment opportunities. Just changing the language we use in talking about innovation can change the way we think about things and the outcomes that we are able to generate. The images we choose and the language we use is incredibly important and we’ll discuss this in more detail here in a moment. But first I would like to share my innovation equation to counter the popular (innovation = idea + execution) equation. I like to say that:

Innovation = Value Creation (x) Value Access (x) Value Translation

Now you will notice that the components are multiplicative not additive. Do one or two well and one poorly and it doesn’t necessarily add up to a positive result. Doing one poorly and two well can still doom your innovation investment to failure. Let’s look at the three equation components in brief:

Value Creation is pretty self-explanatory. Your innovation investment must create incremental or completely new value large enough to overcome the switching costs of moving to your new solution from the old solution (including the ‘Do Nothing Solution’). New value can be created by making something more efficient, more effective, possible that wasn’t possible before, or create new psychological or emotional benefits.

Value Access could also be thought of as friction reduction. How easy do you make it for customers and consumers to access the value you’ve created. How well has the product or service been designed to allow people to access the value easily? How easy is it for the solution to be created? How easy is it for people to do business with you?

Value Translation is all about helping people understand the value you’ve created and how it fits into their lives. Value translation is also about understanding where on a continuum between the need for explanation and education that your solution falls. Incremental innovations can usually just be explained to people because they anchor to something they already understand, but radical or disruptive innovations inevitably require some level of education (often far in advance of the launch).

Done really well, value translation also helps to communicate how easy it will be for customers and consumers to exchange their old solution for the new solution. My favorite example of poor value translation and brilliant value translation come from the same company and the same product launch – The Apple iPad. It’s hard to believe, but Apple actually announced the iPad with the following statement:

“Our most advanced technology in a magical and revolutionary device at an unbelievable price.”

iPad BillboardThis set off a firestorm of criticism and put the launch at risk of failure. But amazingly Apple managed to come up with the Out of Home (OOH) advertisements with a person with their feet up on a couch and the iPad on their lap (see above) by the time the product shipping. If a picture is worth a thousand words, this particular picture will probably end up being worth billions of dollars to Apple.

Never Forget!

Value creation is important, but you can’t succeed without equal attention being paid to both value access and value translation…

Because innovation is all about value…

Value Creation (x) Value Access (x) Value Translation = Success!

Creating a Continuous Innovation Capability

To achieve sustainable success at innovation, you must work to embed a repeatable process and way of thinking within your organization, and this is why it is important to have a simple common language and guiding framework of infinite innovation that all employees can easily grasp. If innovation becomes too complex, or seems too difficult then people will stop pursuing it, or supporting it.

Some organizations try to achieve this simplicity, or to make the pursuit of innovation seem more attainable, by viewing innovation as a project-driven activity. But, a project approach to innovation will prevent it from ever becoming a way of life in your organization. Instead you must work to position innovation as something infinite, a pillar of the organization, something with its own quest for excellence – a professional practice to be committed to.

So, if we take a lot of the best practices of innovation excellence and mix them together with a few new ingredients, the result is a simple framework organizations can use to guide their sustainable pursuit of innovation – the Eight I’s of Infinite Innovation. This new framework anchors what is a very collaborative process. Here is the framework and some of the many points organizations must consider during each stage of the continuous process:

1. Inspiration

  • Employees are constantly navigating an ever changing world both in their home context, and as they travel the world for business or pleasure, or even across various web pages in the browser of their PC, tablet, or smartphone.
  • What do they see as they move through the world that inspires them and possibly the innovation efforts of the company?
  • What do they see technology making possible soon that wasn’t possible before?
  • The first time through we are looking for inspiration around what to do, the second time through we are looking to be inspired around how to do it.
  • What inspiration do we find in the ideas that are selected for their implementation, illumination and/or installation?

2. Investigation

  • What can we learn from the various pieces of inspiration that employees come across?
  • How do the isolated elements of inspiration collect and connect? Or do they?
  • What customer insights are hidden in these pieces of inspiration?
  • What jobs-to-be-done are most underserved and are worth digging deeper on?
  • Which unmet customer needs that we see are worth trying to address?
  • Which are the most promising opportunities, and which might be the most profitable?

3. Ideation

  • We don’t want to just get lots of ideas, we want to get lots of good ideas
  • Insights and inspiration from first two stages increase relevance and depth of the ideas
  • We must give people a way of sharing their ideas in a way that feels safe for them
  • How can we best integrate online and offline ideation methods?
  • How well have we communicated the kinds of innovation we seek?
  • Have we trained our employees in a variety of creativity methods?

4. Iteration

  • No idea emerges fully formed, so we must give people a tool that allows them to contribute ideas in a way that others can build on them and help uncover the potential fatal flaws of ideas so that they can be overcome
  • We must prototype ideas and conduct experiments to validate assumptions and test potential stumbling blocks or unknowns to get learnings that we can use to make the idea and its prototype stronger
  • Are we instrumenting for learning as we conduct each experiment?

Eight I's of Infinite Innovation

5. Identification

  • In what ways do we make it difficult for customers to unlock the potential value from this potentially innovative solution?
  • What are the biggest potential barriers to adoption?
  • What changes do we need to make from a financing, marketing, design, or sales perspective to make it easier for customers to access the value of this new solution?
  • Which ideas are we best positioned to develop and bring to market?
  • What resources do we lack to realize the promise of each idea?
  • Based on all of the experiments, data, and markets, which ideas should we select?

You’ll see in the framework that things loop back through inspiration again before proceeding to implementation. There are two main reasons why. First, if employees aren’t inspired by the ideas that you’ve selected to commercialize and some of the potential implementation issues you’ve identified, then you either have selected the wrong ideas or you’ve got the wrong employees. Second, at this intersection you might want to loop back through the first five stages though an implementation lens before actually starting to implement your ideas OR you may unlock a lot of inspiration and input from a wider internal audience to bring into the implementation stage.

6. Implementation

  • What are the most effective and efficient ways to make, market, and sell this new solution?
  • How long will it take us to develop the solution?
  • Do we have access to the resources we will need to produce the solution?
  • Are we strong in the channels of distribution that are most suitable for delivering this solution?

7. Illumination

  • Is the need for the solution obvious to potential customers?
  • Are we launching a new solution into an existing product or service category or are we creating a new category?
  • Does this new solution fit under our existing brand umbrella and represent something that potential customers will trust us to sell to them?
  • How much value translation do we need to do for potential customers to help them understand how this new solution fits into their lives and is a must-have?
  • Do we need to merely explain this potential innovation to customers because it anchors to something that they already understand, or do we need to educate them on the value that it will add to their lives?

8. Installation

  • How do we best make this new solution an accepted part of everyday life for a large number of people?
  • How do we remove access barriers to make it easy as possible for people to adopt this new solution, and even tell their friends about it?
  • How do we instrument for learning during the installation process to feedback new customer learnings back into the process for potential updates to the solution?

Conclusion

The Eight I’s of Infinite Innovation framework is designed to be a continuous learning process, one without end as the outputs of one round become inputs for the next round. It’s also a relatively new guiding framework for organizations to use, so if you have thoughts on how to make it even better, please let me know in the comments. The framework is also ideally suited to power a wave of new organizational transformations that are coming as an increasing number of organizations (including Hallmark) begin to move from a product-centered organizational structure to a customer needs-centered organizational structure. The power of this new approach is that it focuses the organization on delivering the solutions that customers need as their needs continue to change, instead of focusing only on how to make a particular product (or set of products) better.

So, as you move from the project approach that is preventing innovation from ever becoming a way of life in your organization, consider using the Eight I’s of Infinite Innovation to influence your organization’s mindset and to anchor your common language of innovation. The framework is great for guiding conversations, making your innovation outputs that much stronger, and will contribute to your quest for innovation excellence – it is even more powerful when you combine it with my Value Innovation Framework (which I’ve done here in this article). The two are like chocolate and peanut butter. They’re powerful tools when used separately, but even more powerful when used together.

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Click to access this framework as a FREE scalable 11″x17″ PDF download

Click to download the PDF version of this article

People who upgrade to the Bronze Version of the Change Planning Toolkit™ will get access to my Innovation Planning Canvas™ which combines the Value Innovation Framework together with the Eight I’s of Infinite Innovation, allowing you to track the progress of each potential innovation on the three value innovation measures as you evolve any individual idea through this eight step process.

Buy the Change Planning Toolkit™ NowNow you can buy the Change Planning Toolkit™ – Individual Bronze License – Advance Purchase Edition here on this web site before the book launches.

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The Human-Centered Change™ Methodology is Now Available

Human-Centered Change™The Change Planning Toolkit™ is finally here!

Following the success of Stoking Your Innovation Bonfire, it has become abundantly clear in my work with clients that for any organization to be good at innovation they must be good at change.

Not surprisingly, research shows that 70% of change efforts fail. There are many reasons why, including that many people find the planning of a change effort overwhelming and lack tools for making the process more visual, collaborative and human.

Putting my two decades of research together with my project management and change leadership experience with clients, I have distilled key insights into the Human-Centered Change™ methodology and captured it in a new book Charting Change (Feb 2016) and a suite of tools to help get everyone literally on the same page for change.

Get 10 Free Downloads from the Change Planning Toolkit™I am making 10 Free Human-Centered Change™ Tools from the toolkit available as 11″x17″ samples,
Get 26 of the 50+ Change Planning Toolkit™ toolsbut book buyers will get access to the Change Planning Toolkit™ Basic License (26 of 50+ tools) at 11″x17″ size — a $500 value,
Get all 50+ tools in the Change Planning Toolkit™and buyers of the Change Planning Toolkit™ Bronze License will get access to all 50+ tools for individual educational use at an 11″x17″ size — a $1,200 value.

Change Planning Toolkit Levels and Free Downloads

Innovation and Change Speaker and Author Braden KelleySite licenses are available for professional or commercial use starting at $2/yr per employee*, and include access to poster size versions of many of the tools (35″x56″), along with public or private training sessions. Click here for more information and pricing.

I am very excited to share with you the Change Planning Toolkit™, including the popular Visual Project Charter™, Change Planning Canvas™ and many other great tools for increasing your change success!

Increase your consulting revenue or your organizational agility and get a jump on your competition!

Click here to access the Human-Centered Change™ tools

*Bronze Site Licenses have a one-time setup fee of $299. Site License fee based on total number of employees in the organization.

Below you’ll find a downloadable presentation that gives you five reasons to invest in the Change Planning Toolkit™ in case you need help convincing your boss to let you make the nominal expenditure or to fund a site license or private event to train you and your team and trainers.

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Measuring Change Readiness

Measuring Change ReadinessAre you and your organization ready for change?

Too often organizations define the change effort they want to pursue without first identifying whether there are people, resources, legislation, etc. present that must be in place before the change effort can begin. We will explore the circumstances you may want to explore before beginning any change effort and the areas to explore as potential prerequisites to the change program and its eventual success.

During the course of any change initiative many different challenges will appear, and the most successful change efforts will anticipate those challenges and have a plan for dealing with them. Part of that anticipation begins with identifying how ready the organization is for change.

The Change Planning Toolkit™ is designed to assist your change planning team by making the planning process easier with its collection of 50+ frameworks, methodologies and other tools.

One of the keys to change planning success is carefully identifying the prerequisites for change, including:

  1. What must we know? (Knowledge)
  2. What must we have? (Tools)
  3. What must be completed? (Foundation)

This information is captured in one of the worksheets in the toolkit.

One other concept we should stop and discuss briefly is the idea of change saturation. This concept captures the idea that organizations in general, and certain individuals in specific, can only absorb so much change at one time. One frequent occurrence with change efforts is the situation where more than one project or larger change effort may require the same human, financial, physical, information or other resources at the same time. To become aware of this situation and to enable you to work to mitigate the effects of change saturation, you will want to build a heat map identifying the different timing, duration, and intensity of the different requirements all of the different projects and change efforts will place on the different types of resources within the organization. This too is a prerequisite.

Another prerequisite for change is having a deep understanding for what the current state looks like, including having answers for the following:

  • Who is feeling the pain? Pushing for the change?
  • What is the pain caused by the current state?
  • Where is the bulk of the change likely to take place?
  • When did the current state start causing pain?
  • Why is the change being pursued

These questions can be asked and answered during your change planning session, but they must be asked and the answers must be integrated into your examination of your readiness for this change BEFORE you actually begin the change.

An additional prerequisite for change is also having a deep understanding for what the desired state will look like, including answers for the following:

  • Who are we making this change for? Who will feel the greatest benefit from this change?
  • Where will the resources and support come from?
  • When do we need/want to complete the change process by? Is there a legal deadline?
  • What solution would we like to see in place?
  • Why is this solution better than the status quo?

Finally, to be ready to pursue a change the organization must have people in place to look after each of the Five Keys to Successful Change and should be familiar with both the Architecting the Organization for Change framework and my PCC Change Readiness Framework (these are three of the free downloads from the toolkit).

My PCC Change Readiness Framework focuses on the psychology of key groups surrounding the identified change, the capabilities needed to successfully execute the change, and the organization’s capacity to tackle this change effort (along with everything else).

PCC Change Readiness Framework

You will notice that I don’t speak about organizational psychology or culture in my PCC Change Readiness Framework. The reason I don’t highlight culture in the same way that many other people do is that in today’s more social, customer-centric business, we must look more broadly than the typical inward focus of company culture when it comes to identifying the readiness of not only employees, but leaders, customers, and partners too. Inevitably many of our change efforts will have some impact on one or more external groups (possibly even non-profit entities and one or more governments).

You will notice that within the PSYCHOLOGY box there is a common focus on the mindsets, attitudes, beliefs and expectations of the individuals. Culture is incorporated into the psychology realm by focusing on what the shared understandings are around the potential change, but more broadly too. And, finally you will notice that my PCC Change Readiness Framework highlights the need for successful change efforts to move towards gaining commitment to the change from leadership, acceptance of the change by employees, and a desire for the change from customers and partners.

Within the CAPABILITY box of my PCC Change Readiness Framework we must investigate whether our change effort has any regulatory or statutory implications and whether we are ready to adapt, adopt or influence the changes necessary in this sphere. We must also ask ourselves a series of questions:

  1. “Do we need to get permission from anyone to do this?”
  2. “What knowledge, skills, and abilities needed for this change do we already possess?”
  3. “What knowledge, skills, and abilities needed for this change do we need to acquire?”
  4. “What relationships do we possess that will be useful in advancing the change?”
  5. “What relationships do we need to build to help advance the change?”
  6. “What are the enablers of making this change successful?”

Within the CAPACITY box we have to look at where our resources are approaching, or have already achieved, change saturation. This means they are unable to productively participate in any more change efforts or adopt any more change. But we also have to look at the availability of our resources:

  1. Human
  2. Financial
  3. Physical
  4. Information
  5. Executive Sponsors
  6. Space in our desired communication channels

It is easy to take for granted that the organization will have the capacity to undertake your change effort, but often there are capacity constraints that you will run into, especially as the pace and volume of change increases inside an organization. The one that is easiest to overlook and fail to plan for, is making sure that you’re going to be able to communicate your change messages in your desired messaging channels (they may already be full).

There is a worksheet that goes with the PCC Change Readiness Framework that will help you capture information around the:

  • History
  • Capability
  • Capacity
  • Partners
  • Context
  • Leadership
  • Employees
  • Customers
  • Shared Understanding
  • Strategic Alignment (Commitment)
  • Cultural Alignment (Acceptance)
  • Brand Alignment (Desire)

EDITOR’S NOTE: I’ve gone ahead and created a free downloadable flipbook PDF for people to grab. It was inspired by Braden’s article titled Change the World – Step Two, which was the follow-up predictably to Change the World – Step One.

PCC Change Readiness Framework Flipbook

You will find these companion tools for the PCC Change Readiness Framework in the Change Planning Toolkit™ to download for printing and use in your collaborative exploration of your change readiness.

Get Your Copy of Charting ChangeIn my next book Charting Change we will investigate additional aspects of change readiness and have a special section from one of my invited guest experts in the book, Beth Montag Schmaltz of PeopleFirm looking at several topics including change fatigue, where the change threshold lies, why people resist change, how to reduce change fatigue, how to build change capability, what change capable employees look like, and how you can embed change behavior into the very fabric of your organization.

The book is available for pre-order, and has received several strong endorsements, so I hope you’ll pick up a copy (or one for each member of your team). You can find more information on the Charting Change book page.

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