Category Archives: Change

Why Change is Hard

In 250 Words or Less

When we think about change, often we look at it as being done to us, not something that we are part of. Initiating change is a scary, overwhelming process that we often avoid because we lack the tools to accumulate buy-in and successfully plan and execute the change in the face of the following obstacles/barriers:

psychological/political
logistical
financial
external

This leads to inaction and preservation of the status quo until the pain becomes too much to bear, or the promise of the change becomes so enticing, that people are willing to drop their resistance and begin engaging in the activities necessary to realize the intended outcomes of the change.

Organizations must identify up-front not only why people may resist, but also who will likely resist. Some of the typical reasons why people will resist include:

loss of certainty (includes fear of job loss)
loss of purpose, direction, or status
loss of mastery (includes loss of expertise/recognition)
loss of control or ownership
loss of connection or attachment
lack of trust or clarity
fear of failure (feel unprepared)
seeing proposed change as irrelevant or a bad idea

Finally, change is hard because even if you idedntify and overcome the resistance/obstacles/barriers, hiding below the surface is the even more daunting prospect that according to a 2009 ProSci study, 73% of organizations are at or near change saturation — the point at which organizations are incapable of absorbing additional change.

(248 words)

SPECIAL BONUS

One tool I created for the Change Planning Toolkit™ that will assist you in creating a stronger change strategy and more targeted communications as you lower resistance and get people to choose change are the Eight Change Mindsets:

Eight Change Mindsets to Harness for Success

Obviously it is really hard to fit everything into 250 words so I had to leave some great other highlights of why change is hard, including this one:

In a 2008 global CEO study conducted by IBM on the enterprise of the future, the top challenges to successfully implementing strategic change were identified as:

changing mindsets and attitudes (58 percent)

corporate culture (49 percent)

underestimating complexity (35 percent)

shortage of resources (33 percent)

lack of commitment from higher management (32 percent)

lack of change know-how (20 percent)

lack of motivation of employees involved (16 percent)

And here are some other challenges I would have included in the list:

lack of tools
lack of training
stakeholder misalignment
lack of buy in
change saturation
change fatigue
lack of change readiness
missing prerequisites
underestimating resistance
missing resources needed to succeed
underestimating risks and barriers
underestimating benefits of the status quo

To make change easier you’ll definitely want to transform how you plan and execute change into a more visual and collaborative approach, ideally suited for remote and hybrid interactions. It’s all laid out in my latest book Charting Change and supported by the Change Planning Toolkit™. A growing number of universities are picking up and teaching this new modern approach. Why not you?

Sources:

Charting Change by Braden Kelley, Palgrave Macmillan, 2016
Marsh survey on health, productivity and absenteeism—Prosci, 2009

Image Credit: Unsplash

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Training Your Quantum Human Computer

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Quantum Human Computing

What is quantum computing?

According to Wikipedia, “Quantum computing is the use of quantum phenomena such as superposition and entanglement to perform computation. Computers that perform quantum computations are known as quantum computers.”

Rather than try and explain all of the ins and outs of how quantum computing differs from traditional computing and why it matters, I encourage you to check out this YouTube video:

In case you were curious, according to the Guinness Book of World Records, the current record holder for quantum computing is a Google machine capable of processing 72 Quantum Bits. There is supposedly a machine in China capable of 76 Qubits, but it has yet to be fully recognized as the new record holder.

So, what does quantum computing have to do with humanity and the human brain and our collective future?

Is the human brain a quantum computer?

The easy answer is – we’re not sure – but scientists are conducting experiments to try and determine whether the human brain is capable of computing in a quantum way.

As the pace of change in our world accelerates and data proliferates, we will need to train our brains to use less traditional brute force computing of going through every possibility one after another to do more parallel processing, better pattern recognition, and generating an increase in our ability to see insights straight away.

Connect the Dots

But how can we train our brains?

There are many different ways to better prepare your brain as we move from the Information Age to the Age of Insight. Let me start you off with two good ones and invite you to add more in the comments:

1. Connect the Dots

Many of us grew up doing connect-the-dot puzzles, and they seemed pretty easy. But, that is with visual queues. The image above shows a number of different visual queues. Connect the dots, especially without numbers or visual queues are great proving grounds for improving your visual pattern recognition skills.

2. DLAIY JMBULE

One of my favorites is the word game DAILY JUMBLE in my local newspaper. You can also play it online. The key here is to work not on using brute force to reorder the letters into a word, but trying to train your brain to just SEE THE WORD – instantly.

Succeeding at this and other ways of training your brain to be more like a quantum computer involves getting better at removing your conscious analytical brain from the picture and letting other parts of your brain take over. It’s not easy. It takes practice – continual practice – because it is really hard to keep the analytical brain out of the way.

So, are you willing to give it a try?

Stay tuned for the next article in this series “The Age of Insight” …

Image credits: Utrecht University, Pixabay

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Change Leadership in Times of Crisis

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Lessons from Successful Leaders

Change Leadership in Times of Crisis

GUEST POST from Chateau G Pato

Change is inevitable, and crises often provide the catalyst for transformation. In times of crisis, leaders face unique challenges that demand effective change leadership strategies to steer their organizations towards success. Drawing inspiration from the experiences of successful leaders, this article presents two case studies that highlight the lessons learned in leading change during times of crisis. These examples demonstrate the importance of agility, resilience, and empathy in navigating through tumultuous periods and emerging stronger on the other side.

Case Study 1: Indra Nooyi – Pepsico’s Journey Towards Healthier Products

In 2006, Indra Nooyi, the CEO of PepsiCo at the time, identified a pressing need for change amidst growing concerns about obesity and the negative health effects associated with calorie-rich sugary drinks and snacks. PepsiCo’s traditional product portfolio centered around these items, posing a significant challenge for transformation. However, Nooyi’s visionary leadership led to a successful change initiative that transformed PepsiCo into a more health-conscious company.

Lessons Learned:

1. Embrace a Bold Vision: Nooyi recognized the need to adapt to changing consumer preferences, showing the importance of a clear and ambitious vision for change in times of crisis.
2. Invest in Innovation: Under Nooyi’s leadership, PepsiCo committed to investing in healthier snacks and beverages and acquired brands like Quaker Oats to diversify its product range. This illustrates the necessity of investing in innovation to adapt and stay ahead of the competition during crises.

Case Study 2: Satya Nadella – Microsoft’s Shift to a Cloud-Focused Company

When Satya Nadella took the reins as Microsoft’s CEO in 2014, the tech giant faced challenges brought about by the declining PC market and increasing competition from new entrants. Recognizing the urgent need for change, Nadella initiated a transformation towards a cloud-first and mobile-first ethos, revamping the company’s entire strategy and culture.

Lessons Learned:

1. Foster a Growth Mindset: Nadella embraced a growth mindset that encourages continuous learning, agility, and flexibility. This mindset allowed Microsoft to adapt quickly to changing market dynamics and invest in cloud-based technologies, propelling the organization ahead during times of crisis.
2. Empower Employees: Nadella focused on empowering employees to excel and innovate, emphasizing collaboration and inclusive leadership. This approach fostered a culture of change and resilience within Microsoft.

Conclusion

These case studies highlight the critical role of change leadership in times of crisis and provide valuable lessons for leaders facing similar challenges. Indra Nooyi’s transformation of PepsiCo towards healthier products exemplifies the importance of embracing a bold vision and investing in innovation during tumultuous periods. Satya Nadella’s leadership at Microsoft demonstrates the value of fostering a growth mindset and empowering employees to adapt to changing circumstances successfully.

Ultimately, successful change leadership during crises requires a combination of strategic thinking, emotional intelligence, and the ability to inspire and motivate teams. By learning from the experiences of visionary leaders like Nooyi and Nadella, leaders can navigate uncertainty, inspire their organizations, and emerge stronger from times of crisis.

Bottom line: The Change Planning Toolkit™ is grounded in extensive research and proven methodologies, providing users with a reliable and evidence-based approach to change management. The toolkit offers a comprehensive set of tools and resources that guide users through each stage of the change planning process, enabling them to develop effective strategies and navigate potential obstacles with confidence.

Image credit: Pixabay

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Rise of the Evangelist

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by Braden Kelley

What is an evangelist?

When many people hear this term, their minds used to picture Billy Graham or Pat Robertson, but this is changing. Why?

Our perceptions of evangelists are transforming as the pace of change accelerates to construct a new reality faster than most human brains can process the changes.

This creates a chasm in understanding and change readiness that evangelists can help bridge in a number of different ways.

Let us look at what an evangelist really is…

Oxford Dictionaries say an evangelist is a “zealous advocate of something.”

In business, the evangelist is a role that any of us can take on (with varying levels of success). Evangelism is very important to innovation success, which is why the evangelist is one of The Nine Innovation Roles™. This is how I define this particular role:

“The Evangelists know how to educate people on what the idea is and help them understand it. Evangelists are great people to help build support for an idea internally, and also to help educate customers on its value.”

Notice at this point we are talking about an evangelist as a role that can be played by one or more people, and not as a job that one or more people hold. Evangelism normally will be a role and not a job, but there are inflection points where this must change.

Outside of an innovation context, evangelism often falls on the shoulders of CEOs, business owners and product managers within organizations. When the need for evangelism is small, this can work. But for most organizations, this is no longer the case.

When should you hire an evangelist?

The time to cross over from evangelism as a role to evangelism as a job is when:

The pace of internal change is accelerating faster than employees can grasp without help
The pace of external change is accelerating faster than customers can understand without help
Your company is facing disruption by new entrants or existing competitors
You’re considering a digital transformation
You’ve already embarked upon a digital transformation
You’re using Agile in product development
Your brand essence is being shifted by you or your customers
You need a more human and personal presence in your marketing efforts to better connect with customers

When one or more of these conditions are true, you’ll find that it isn’t possible for CEOs, business owners and product owners to meet the needs for evangelism in the short spurts of time these people can dedicate to the necessary activities.

As highlighted by Agile Product Development’s presence in the list, organizations leveraging Agile to develop software-based products will find that their product managers are always engaged with the backlog with little time to focus on evangelism. They’re always focused on shipping something.

Some organizations will resist adding evangelists to their team, feeling that such a role is superfluous, but having one or more people focused on evangelism delivers value to the organization by executing a range of incredibly important activities, including:

Growing awareness

Building a community around the company and/or plugging the company into pre-existing external communities (potentially taking the brand to places it has never been before)

Generating interest

Working with customers and the marketing team to identify the stories that need to be told and the themes that need to be introduced and/or reinforced

Creating desire

Building and maintaining conversations with the community that cares about your products/services/brands

Engaging in an open and honest dialogue to help gather the voice of the customer

Facilitating action

Practicing a human-centered design mindset to continuously elicit needs and surface wants and desired outcomes

Depending on the size of the organization you may decide to have a single evangelist, or some larger organizations have more than one type of evangelist, including:

Chief Evangelist
Brand Evangelists
Product Evangelists
Service Evangelists
Innovation Evangelists

This specialization occurs when the evangelism an organization needs become too big for one evangelist to handle. At that point a Chief Evangelist creates the evangelism strategy and manages the execution across the team of brand, product, service and other evangelism focus areas.

So what makes a good evangelist?

Evangelists arrive from a range of different job specialties, but key knowledge, skills and abilities include:

Empathetic
Passionate About the Company’s Mission, Products/Services, and Customers
Comfortable Public Speaker
Efficient and Effective Writer
Human-Centered Design Mindset
Experienced with Social Media, Audio and Video
Skilled Content Creator
Continuous Learner
Self-Directed and Comfortable with Ambiguity

… and ideally your chosen evangelists will already have some presence in the communities important to you, or the knowledge of how to establish a presence in these communities.

Customer buying journeys are notoriously unpredictable, meandering, long and non-linear. Evangelism is a critical part of helping to build relationships with potential buyers and increasing the chances that your brand will be top of mind when a non-buyer finally becomes a potential customer of your products or services.

It’s a long-term non-transactional investment, one that will pay dividends if you see the wisdom in making the expenditure.

Has your organization already invested in evangelists? What learnings would you like to share in the comments?

Are you ready for the evangelists to rise in your organization?

Or do you need help with evangelism? (contact me if you do)

Share the love!

p.s. I wrote a follow-up article for InnovationManagement.se that you might also enjoy — Increase Your Innovation Reputation and Velocity with an Innovation Evangelist

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Picking a Problem Worth Solving From a Sea of Problems

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Picking a Problem Worth Solving From a Sea of Problems

In the current environment, human-centric challenges abound, but you can’t focus on solving all of them. Many organizations complain not about having too few ideas, but about having TOO MANY IDEAS. Human-centered design principles can be incredibly helpful to assist with empathy, problem framing, problem re-framing, solutioning, prototyping, hypothesis testing, experimentation, and iteration. All of which can help you narrow down onto a few problems worth solving.

Preparing to Solve the Right Problem

I’d like to share with you here the recording of the keynote I delivered on 9 June 2020 at the virtual ISPIM Innovation Conference titled Picking a Problem Worth Solving From a Sea of Problems:

Because there are not a lot of great tools for Human-Centered Design (aka Design Thinking) I’ve been putting together some tools to make the approach a little more intuitive. I’ve either built, or am in the process of building tools for:

Insight Generation (under construction)
Science Fiction and Futurism (completed)
Problem Finding Canvas (available)
Problem Prioritization (completed)
Problem Deep Dive (completed)

Some of my human-centered design approaches are covered in the virtual keynote video above, and below you’ll find a quick introduction to a simple but powerful tool I created for picking a search area and a challenge to design against:

Inexpensive Tool for Finding Problems Worth Solving

The Problem Finding Canvas is intended to help you think deeply about the different areas to explore that you could address, the challenges that make up each of those areas to explore and the opportunities for innovation or improvement that exist in solving those challenges.

Key Focus Areas

The middle of the canvas is designed to help clients uncover more than just the obvious challenges, so be sure and dig deep into the details of the:

Users
Outcomes
Tools
Actions/Interactions

Desired Outcome

The Problem Finding Canvas should help you investigate a handful of areas to explore, choose the one most important to you, extract all of the potential challenges and opportunities and choose one to prioritize.

What’s Missing?

I’m in the middle of packaging together the other tools mentioned above into a suite of Human-Centered Design tools for your Design Thinking efforts and a broader Human-Centered Innovation Toolkit™.

What tools do you wish you had for doing design thinking?

What tools are missing from your innovation toolbox that you wish you had?

Please leave a reply in the comments and maybe I can build them for you!

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Why Your Digital Transformation May Be Doomed to Fail

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Why Your Digital Transformation May Be Doomed to Fail

Digital Transformation, like Innovation, has become an overused buzzword that is losing its meaning. Whoever created the Wikipedia page for Digital Transformation defines it this way:

“Digital Transformation (DT or DX) is the adoption of digital technology to transform services or businesses, through replacing non-digital or manual processes with digital processes or replacing older digital technology with newer digital technology. Digital solutions may enable – in addition to efficiency via automation – new types of innovation and creativity, rather than simply enhancing and supporting traditional methods.” — Wikipedia

This definition is too focused on technology as the source of the transformation instead of the transformation being driven by the needs of customers and employees. In my view, technology should always be seen simply as a tool to help achieve the desired human-centered transformation.

Too often the SaaS and Cloud vendors co-opt the true practice of digital transformation by trying to claim that a shifting from on-premise software to Software-as-a-Service (SaaS) is somehow a digital transformation or that going to the Cloud is the secret to everything that troubles your organization.

None of this of course is true in and of itself.

This definition of digital transformation from EnterprisersProject is a bit closer to the truth:

“Digital transformation is the integration of digital technology into all areas of a business, fundamentally changing how you operate and deliver value to customers. It’s also a cultural change that requires organizations to continually challenge the status quo, experiment, and get comfortable with failure.”

But, even this definition doesn’t go far enough…

Number One Reason Your Digital Transformation May Be Doomed to Fail

The primary reason your digital transformation will fail or take much longer than you expect, or possibly even than you can fund, is the failure of the organization to put the customer and the employee at the center of its data model and to be able to construct a fully-linked and coherent picture of every customer and employee’s body of interactions/transactions/experiences across the enterprise.

When you lack this ‘single source of truth’ and this ability to connect everything together, you greatly increase the chances that your well-intentioned digital transformation will fail or will be abandoned when you run out money.

Defining What Successful Digital Transformations Look and Sound Like

Successful digital transformations are human-centered transformations empowered and accelerated by the proper use of technology in support of the desired experiences and outcomes. You can’t have a human-centered transformation without a human-centered data model. You also can’t have a human-centered transformation without a holistic understand of what information customers and employees are looking for, what information you have, what they want to do using your digital infrastructure, what they can do with your digital infrastructure, and where the gaps are.

One of the many tools in the Change Planning Toolkit™ is a series of worksheets that help you explore these foundational questions for a successful human-centered digital transformation.

While you can improve the organization through a judicious use of technology in absence of a consciously designed human-centered data model, you cannot digitally transform the organization without doing this difficult work.

The disruption that many startups attempt against the incumbents is achieved because they start with a human-centered data model. Their approach leverages technology where appropriate to add value and remove friction from the human-centered design of their customer experience instead of trying to force customers to use new and often disparate technology experiences. It is a subtle but important distinction. We must be careful not to let the servant become the master.

So, what is driving your digital transformation?

Do you need help creating a human-centered design?

If so, contact me.

Image credit: Pixabay

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Balancing Agility and Stability

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Strategies for managing organizational change during a digital transformation

Balancing Agility and Stability

GUEST POST from Art Inteligencia

In today’s fast-paced business environment, organizations must adapt and evolve continuously to stay competitive. The rapid pace of technological advancements has spurred the need for digital transformation, requiring organizations to embrace new technologies, processes, and ways of thinking. While digital transformation offers numerous benefits, including increased efficiency, improved customer experiences, and accelerated growth, it also presents significant challenges, particularly in terms of managing organizational change.

One of the key challenges organizations face during a digital transformation is striking a balance between agility and stability. On one hand, organizations must be agile enough to respond to the ever-changing business landscape and quickly adopt new technologies. On the other hand, they must also maintain a level of stability to ensure that the organization remains aligned with its strategic goals and objectives.

To navigate this balancing act successfully, organizations must develop strategies that prioritize both agility and stability. One effective approach is to create a culture that values experimentation, collaboration, and continuous learning. By fostering a culture of innovation, organizations can empower their employees to adapt to change more effectively and drive the digital transformation process forward.

Case Study 1: Netflix

As a pioneer in the digital streaming industry, Netflix has undergone several major transformations since its inception. One of the key factors driving Netflix’s success has been its ability to balance agility and stability effectively. By continuously experimenting with new technologies and business models, such as its shift from DVD rentals to online streaming, Netflix has remained at the forefront of the industry.

Netflix’s commitment to agility is exemplified by its famous “culture of freedom and responsibility,” which encourages employees to take risks and think outside the box. At the same time, Netflix also maintains a level of stability by setting clear strategic goals and objectives that guide decision-making at all levels of the organization.

Case Study 2: General Electric

General Electric (GE) provides another compelling example of how organizations can successfully manage organizational change during a digital transformation. In recent years, GE has embarked on a digital transformation journey aimed at leveraging the power of data and analytics to drive innovation and growth across its various business units.

To balance agility and stability, GE has implemented a comprehensive change management strategy that focuses on employee engagement, continuous learning, and cross-functional collaboration. By providing employees with the tools and support they need to adapt to new technologies and ways of working, GE has been able to drive significant improvements in efficiency, customer satisfaction, and business performance.

Conclusion

Managing organizational change during a digital transformation requires a delicate balance between agility and stability. By creating a culture of innovation, setting clear strategic goals, and empowering employees to adapt to change, organizations can navigate the challenges of digital transformation successfully. By learning from the experiences of companies like Netflix and General Electric, organizations can develop effective strategies for managing organizational change and driving long-term success in the digital age.

Bottom line: Futures research is not fortune telling. Futurists use a scientific approach to create their deliverables, but a methodology and tools like those in FutureHacking™ can empower anyone to engage in futures research themselves.

Image credit: Lit C1

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Leadership in Change Planning

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Essential Qualities for Guiding Successful Transformations

Leadership in Change Planning

GUEST POST from Chateau G Pato

Change is inevitable in both personal and professional life. In the business world, this is especially true as companies need to constantly adapt to new market trends, technological advancements, and evolving customer expectations. However, navigating through change can be a daunting task for leaders. It requires not only strategic planning and clear communication but also a set of essential qualities that can guide successful transformations.

One of the key qualities that a leader must possess in change planning is visionary thinking. A visionary leader can see beyond the current circumstances and envision a better future for the organization. They have the ability to inspire and motivate others to work towards a common goal, even in the face of uncertainty and challenges. By setting a clear direction and communicating a compelling vision, they can rally their team behind them and drive positive change.

Another essential quality for guiding successful transformations is emotional intelligence. Change can be a turbulent and emotional process for employees, as it often involves letting go of the familiar and embracing the unknown. A leader with high emotional intelligence understands the impact of change on individuals and can empathize with their concerns and fears. By fostering open communication, providing support, and showing empathy, they can help their team navigate through the transition more effectively.

To illustrate the importance of these essential qualities in change planning, let’s examine two case studies of successful transformations led by visionary and emotionally intelligent leaders.

Case Study 1: Steve Jobs and the Turnaround of Apple Inc.

Steve Jobs, the co-founder and former CEO of Apple Inc., is widely recognized as one of the most visionary leaders in the tech industry. In the late 1990s, Apple was on the brink of bankruptcy due to declining sales and lackluster products. Jobs returned to the company as CEO in 1997 and embarked on a series of transformative initiatives, including the launch of the groundbreaking iMac, iPod, iPhone, and iPad.

Jobs’ visionary thinking was instrumental in redefining Apple’s brand and product portfolio. He saw the potential of combining technology with design to create innovative and user-friendly products that would revolutionize the industry. By articulating a clear vision for the company and inspiring his team to think differently, Jobs was able to steer Apple towards unprecedented success and profitability.

Moreover, Jobs demonstrated high emotional intelligence in his leadership approach. He understood the fears and doubts of his employees during the turnaround process and took the time to listen to their concerns. By fostering a culture of creativity, collaboration, and trust, he encouraged his team to embrace change and push the boundaries of what was possible. This combination of visionary thinking and emotional intelligence ultimately led to the successful transformation of Apple Inc. into one of the world’s most valuable and influential technology companies.

Case Study 2: Satya Nadella and the Cultural Transformation of Microsoft

Satya Nadella, the CEO of Microsoft, is another example of a leader who has demonstrated exceptional qualities in change planning. When Nadella took the helm of Microsoft in 2014, the company was facing significant challenges in adapting to the fast-changing tech landscape. As a cloud-focused leader, Nadella recognized the need for a cultural transformation within the organization to foster innovation and agility.

Nadella’s visionary thinking was evident in his strategic shift towards cloud computing and artificial intelligence. He saw the potential of these technologies in driving Microsoft’s growth and competitiveness in the digital age. By articulating a bold vision for the company’s future and aligning his team around it, Nadella was able to accelerate Microsoft’s transformation into a leading cloud services provider.

In addition, Nadella displayed a high level of emotional intelligence in his leadership style. He recognized the importance of empowering employees and embracing diversity and inclusion as key drivers of innovation. By fostering a culture of openness, collaboration, and continuous learning, he created a supportive environment where employees felt motivated to contribute their best ideas and talents to drive the company’s success.

The combination of visionary thinking and emotional intelligence in his leadership approach has been instrumental in Microsoft’s resurgence as a tech powerhouse. Under Nadella’s guidance, the company has successfully navigated through major organizational changes and emerged as a leader in cloud computing, artificial intelligence, and digital transformation.

Conclusion

Leadership in change planning requires a unique blend of essential qualities, including visionary thinking and emotional intelligence. By exemplifying these qualities, leaders can guide successful transformations that drive organizational growth, innovation, and sustainability. The case studies of Steve Jobs and Satya Nadella demonstrate how visionary and emotionally intelligent leaders can inspire their teams to embrace change and achieve remarkable results. As we navigate through an increasingly complex and uncertain business landscape, it is crucial for leaders to cultivate these essential qualities to lead their organizations towards a brighter future.

Bottom line: Futurology is not fortune telling. Futurists use a scientific approach to create their deliverables, but a methodology and tools like those in FutureHacking™ can empower anyone to engage in futurology themselves.

Image credit: Pexels

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Remote Project Management – The Visual Project Charter™

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Remote Project Management - The Visual Project Charter™

The truth is that for most of us project managers, whether we want to admit it or not, the process of creating a project charter is one that we often dread.

We sit there in front of a Microsoft Word template blinking at us on the screen and realize just how much missing or incomplete information we have when we begin typing into the one of the very first, and potentially most important artifacts for any project.

We know we face the sending of a series of emails, follow up emails, follow up to the follow up emails, and maybe even some escalation emails and phone calls just to get the information we need to create the first draft of a project charter. And that’s before we even begin trying to get alignment, buy-in, and sign-off on the document.

Now, add in the challenges of trying to create a project charter when everyone is working remotely and our sacred task of initiating a project doesn’t get any easier.

So, there has never been a better time to leverage the Visual Project Charter™.

The Visual Project Charter™

With online whiteboarding tools like Mural, Miro, LucidSpark and Microsoft Whiteboard you can easily download the Visual Project Charter™ for FREE as a JPEG and upload it as a background to place digital sticky notes on as you collaborate with cross-functional team virtually using Zoom, Cisco WebEx or Microsoft Teams.

Click here to access the PDF poster (35″x56″) and JPEG of the Visual Project Charter™

To help give you a better idea of how easy this is to do and what it might look like, I created the following short six-minute video introduction to the Visual Project Charter™ to show how easy it is to take the JPEG and upload it as a background into online whiteboarding tools like Mural, Miro, LucidSpark or Microsoft Whiteboard where you can place digital sticky notes instead of real ones as you collaborate with cross-functional team virtually using Zoom, Cisco WebEx or Microsoft Teams.

Click here to access the PDF poster (35″x56″) and JPEG of the Visual Project Charter™

Remote Project Management

Whether you download the Visual Project Charter™ PDF and print it as a poster (35″x56″) or use the JPEG in the digital world I’m sure you’ll agree that this a much more visual, collaborative, enjoyable and effective way to gather all of the information to populate your project charter and build the buy-in and alignment necessary to make your project a success!

Here is a step-by-step guide for how to use the Visual Project Charter™ with online whiteboarding tools like Miro, Mural, LucidSpark and Microsoft Whiteboard:

Download the Visual Project Charter™ from this web site

(both JPEG and PDF)

Create a new workspace in your online whiteboarding tool (Miro, Mural, LucidSpark or Microsoft Whiteboard)

Upload the JPEG version of the Visual Project Charter™ to your online whiteboarding tool

MIRO – ‘Upload->My Device’ (left side icons)
MURAL -‘Images->import images’ (left side icons)
LUCIDSPARK – ‘Insert->Images’ (under hamburger menu on the top)
WHITEBOARD – ‘Images->Library Image’ (bottom icons)

Resize the JPEG image after it is added

Lock the JPEG image down so people can’t move it around when placing their sticky notes

Create work areas around the Visual Project Charter™ to give you larger, targeted areas to work (if desired)

Plan and execute your cross-functional team meeting to populate the Visual Project Charter™ via Zoom or Cisco WebEx or Microsoft teams when the workspace is built

Have fun!

Use the results of your Visual Project Charter™ session to create a traditional project charter and route it for signatures

I’m sure you’ll get a lot of value out of the Visual Project Charter™, especially when using it as part of your remote project management best practices.

And, if you like the Visual Project Charter™, you will LOVE the Change Planning Toolkit™ and should definitely pick up copies of my books:

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Change Metrics that Matter

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Measuring the Impact of Change Initiatives

Change Metrics that Matter

GUEST POST from Art Inteligencia

In today’s dynamic business environment, organizations are constantly undergoing change to stay competitive and adapt to market demands. However, implementing change initiatives can be challenging, and measuring the impact of these efforts is essential to ensure their success. It is crucial for organizations to not only track the progress of change initiatives but also measure their effectiveness and impact on key metrics. In this article, we will explore the importance of measuring change metrics that matter and highlight two case study examples of organizations that have successfully measured the impact of their change initiatives.

Measuring the impact of change initiatives is crucial for organizations to understand whether their efforts are driving the desired results and achieving their intended goals. Without proper measurement, organizations may struggle to quantify the success of their change initiatives and identify areas for improvement. By establishing clear metrics and measuring progress against them, organizations can track the effectiveness of their change initiatives, identify areas of success, and pivot their approach if necessary.

One key aspect of measuring the impact of change initiatives is identifying the right metrics to track. While traditional metrics such as cost savings and revenue growth are important, organizations should also consider measuring softer metrics such as employee engagement, customer satisfaction, and organizational culture. By tracking a combination of both hard and soft metrics, organizations can gain a holistic understanding of the impact of their change initiatives and ensure they are driving long-term success.

Case Study 1: Company A

Company A, a global technology company, embarked on a large-scale organizational restructuring to streamline operations and improve efficiency. To measure the impact of this change initiative, the company tracked metrics such as employee productivity, customer satisfaction, and time-to-market for new products. By analyzing these metrics over time, Company A was able to identify areas where the change initiative was successful and areas that required further attention. As a result, the company was able to make data-driven decisions to optimize its change initiative and achieve its desired outcomes.

Case Study 2: Company B

Company B, a healthcare organization, implemented a new electronic health record system to improve patient care and streamline operations. To measure the impact of this change initiative, the organization tracked metrics such as patient outcomes, staff satisfaction, and operational efficiency. By analyzing these metrics, Company B was able to identify that the new system led to faster patient check-ins, improved accuracy of patient records, and increased staff satisfaction. As a result, the organization was able to demonstrate the success of its change initiative and make continuous improvements to enhance patient care further.

Conclusion

Measuring the impact of change initiatives is essential for organizations to drive success and achieve their desired outcomes. By tracking a combination of hard and soft metrics, organizations can gain a holistic understanding of the effectiveness of their change initiatives and make data-driven decisions to optimize their approach. The case study examples of Company A and Company B highlight the importance of measuring change metrics that matter and the positive impact it can have on organizational success. As organizations continue to navigate change in an ever-evolving business landscape, measuring the impact of change initiatives will be crucial to driving sustainable growth and success.

Image credit: misterinnovation.com

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Human-Centered Change and Innovation

Innovation, change and transformation thought leadership, lovingly curated by Braden Kelley

Category Archives: Change

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