Tag Archives: agile project management

Top 10 Human-Centered Change & Innovation Articles of October 2024

Top 10 Human-Centered Change & Innovation Articles of October 2024Drum roll please…

At the beginning of each month, we will profile the ten articles from the previous month that generated the most traffic to Human-Centered Change & Innovation. Did your favorite make the cut?

But enough delay, here are October’s ten most popular innovation posts:

  1. The Runaway Innovation Train — by Pete Foley
  2. How Leaders Make Employees Feel Respected — by David Burkus
  3. Innovation is Combination — by Greg Satell
  4. Why Modifying This One Question Changes Everything — by Robyn Bolton
  5. Acting on Strategy and Tactics — by Mike Shipulski
  6. Push versus Pull in the Productivity Zone — by Geoffrey A. Moore
  7. Next Generation Leadership Traits and Characteristics — by Stefan Lindegaard
  8. Humanizing Agility — by Janet Sernack
  9. Creating More Digital Value for Customers — by Howard Tiersky
  10. False Choice – Founder versus Manager — by Robyn Bolton

BONUS – Here are five more strong articles published in September that continue to resonate with people:

If you’re not familiar with Human-Centered Change & Innovation, we publish 4-7 new articles every week built around innovation and transformation insights from our roster of contributing authors and ad hoc submissions from community members. Get the articles right in your Facebook, Twitter or Linkedin feeds too!

SPECIAL BONUS – THREE DAYS ONLY: From now until 11:59PM ET on November 11, 2024 you can get the hardcover version of the SECOND EDITION of my latest bestselling book Charting Change for 40% OFF using code HARDC50. This deal won’t last long, so grab your copy while supplies last!

Accelerate your change and transformation success

Have something to contribute?

Human-Centered Change & Innovation is open to contributions from any and all innovation and transformation professionals out there (practitioners, professors, researchers, consultants, authors, etc.) who have valuable human-centered change and innovation insights to share with everyone for the greater good. If you’d like to contribute, please contact me.

P.S. Here are our Top 40 Innovation Bloggers lists from the last four years:

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Why Change is Hard

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:

  1. psychological/political
  2. logistical
  3. financial
  4. 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:

  1. changing mindsets and attitudes (58 percent)
  2. corporate culture (49 percent)
  3. underestimating complexity (35 percent)
  4. shortage of resources (33 percent)
  5. lack of commitment from higher management (32 percent)
  6. lack of change know-how (20 percent)
  7. 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:

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

Image Credit: Unsplash


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Remote Project Management – The Visual Project Charter™

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.

Visual Project Charter™

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:

  1. Download the Visual Project Charter™ from this web site
  2. (both JPEG and PDF)

  3. Create a new workspace in your online whiteboarding tool (Miro, Mural, LucidSpark or Microsoft Whiteboard)
  4. 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)

  5. Resize the JPEG image after it is added
  6. Lock the JPEG image down so people can’t move it around when placing their sticky notes
  7. Create work areas around the Visual Project Charter™ to give you larger, targeted areas to work (if desired)
  8. 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
  9. Have fun!
  10. Use the results of your Visual Project Charter™ session to create a traditional project charter and route it for signatures

Charting ChangeI’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:

  1. Charting Change
  2. Stoking Your Innovation Bonfire

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The Benefits of Change Management for Project Managers

The Benefits of Change Management for Project Managers

GUEST POST from Chateau G Pato

Change management is becoming increasingly important for project managers in today’s fast-paced digital world. As more and more organizations adopt digital transformation strategies, project managers must be equipped to handle the changes that come along with it. Change management is the process of managing organizational change and helping people transition to the new normal. It involves analyzing the impact of the change, planning the implementation, communicating the plan, and monitoring progress. Change management can help project managers ensure that projects remain on track during periods of transition.

The benefits of change management for project managers can range from increased efficiency to improved morale. By using change management, project managers can ensure that the whole team is on the same page and that all stakeholders understand the implications of the changes. This helps to reduce the risk of miscommunication or misinterpretation of the new process, thus ensuring that projects stay on track. Additionally, change management can help project managers to reduce resistance to change, as employees can be provided with the support they need to adapt. This can help to improve morale, as employees feel like their voices are being heard and their concerns are being addressed.

Case Study 1: The UK National Health Service

The UK National Health Service is a good example of how change management can help project managers successfully tackle organizational change. The NHS recently implemented a large-scale digital transformation project, which included the introduction of new technology and processes. To ensure that the project ran smoothly, the NHS tapped into their existing change management process. This included creating a communication plan to ensure that stakeholders were informed of the changes, providing training for staff to help them adapt to the new system, and monitoring progress to ensure that the project stayed on track. Thanks to their effective change management process, the project was a success, and the NHS is now reaping the rewards of their digital transformation.

Case Study 2: Microsoft

Microsoft is another example of how change management can help project managers. Microsoft recently introduced a new organizational structure that was designed to improve efficiency and productivity. To ensure that the change was implemented smoothly, Microsoft applied their change management process. This included providing clear communication to stakeholders, offering training to ensure that employees were well-prepared, and monitoring progress to ensure that the transition was successful. The end result was a successful transition that has resulted in increased efficiency and improved morale.

Conclusion

In conclusion, change management is a valuable tool for project managers. By applying an effective change management process, project managers can ensure that projects remain on track during periods of transition. This can lead to increased efficiency, improved morale, and ultimately, a successful project.

Image credit: Pexels

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The Benefits of Agile Project Management for SMEs

The Benefits of Agile Project Management for SMEs

GUEST POST from Art Inteligencia

The rapid pace of technological advancement and the increased competition in the business landscape have made project management a critical factor in the success of any organization. Small and medium-sized enterprises (SMEs) are no exception, and the implementation of agile project management can provide numerous benefits that can help them stay ahead of the competition.

Agile project management is a methodology that emphasizes flexibility and iterative progress, allowing teams to adapt quickly to changing conditions and customer needs. This type of project management has become increasingly popular in the business world and is a great option for SMEs looking to improve their project management capabilities. Here are five key benefits of agile project management for SMEs.

1. Improved Efficiency

Agile project management allows teams to break down large tasks into smaller, more manageable chunks, which can help teams complete projects efficiently and on time. The iterative nature of agile project management also encourages teams to test and revise plans and strategies regularly, which can help teams identify and address inefficiencies more quickly.

2. Improved Communication

Agile project management encourages teams to communicate frequently and collaboratively. This regular communication helps teams stay on the same page, reduces misunderstandings, and encourages everyone to contribute their ideas and perspectives.

3. Enhanced Flexibility

The iterative nature of agile project management makes it easier for teams to adjust to changing customer needs and priorities. This allows teams to respond quickly to changes, and to adjust their strategies accordingly.

4. Improved Quality

Agile project management encourages teams to consistently review and test their work, which can help identify and address any issues or problems more quickly and effectively. This can result in higher quality projects and products.

5. Increased Visibility

The regular communication encouraged by agile project management helps keep stakeholders informed of project progress and allows teams to identify potential risks or issues more quickly. This can help teams to take proactive steps to address any potential problems before they arise.

The implementation of agile project management can be a great way for SMEs to increase their project management capabilities and stay ahead of the competition. The five benefits discussed here are just the beginning of the many advantages that agile project management can provide.

Image credit: Pixabay

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Empowering Every Resident with Tools for Change and Innovation

Empowering Every Resident with Tools for ChangeWhat if you could empower every citizen with tools that will help your city, state or country innovate and change faster than the competition for a penny a person?

Well, now it’s possible…

A revolution is beginning, and the smart cities, states, countries, and even organizations, are arming themselves with the tools they need to win…

The Change Planning Toolkit™ has been designed to create a more visual, collaborative and agile method for getting everyone literally all on the same page for change. The Change Planning Toolkit™’s collection of tools, frameworks, and worksheets and the approach outlined in the book Charting Change operate together in a spirit built upon the standards created by the Project Management Institute (PMI) and the Association of Change Management Professionals (ACMP) and the interactive approaches that the Lean Canvas and Business Model Canvas have made comfortable for people.

ACMP Standard Visualization

The Change Planning Toolkit™ is anchored in the best practices of organizational change and project management. At its center is the Change Planning Canvas™, a powerful tool that will help you beat the 70% change failure rate by enabling you to quickly visualize, plan, and execute projects and change initiatives alike. The more than fifty (50) tools in the Change Planning Toolkit™ will help you deliver projects and change efforts on time, while simultaneously accelerating implementation and adoption.

Change Planning Wall

If the benefits are not clear, be sure and get your 10 Free Change Planning Tools and you’ll get a better sense of the power of the Change Planning Toolkit™ (it is visual after all) and check out the additional benefits in the image below:

Change Planning Toolkit Benefits

The Change Planning Toolkit™ is breaking away from the business model where people traditionally license intellectual property in the innovation and management information space by the named user, where fees for example are:

1. Gartner — $20,000-30,000 per year for a single user
2. Forrester — ~$20,000 per year for a single user
3. BeingFirst — $975 per year for a single user
4. ProSci — $350-400 per download (for a single user) or $4,000+ per user for training
5. MarketingProfs.com — $279 per year for a single user
6. Skillsoft — $150 per year for business skills training for a single user

… or you can hire a top consultant to do some knowledge transfer to your organization for $400-$1,000 per hour (or more).

Change Planning Toolkit Valuable Tools

Now, what is Change Planning Toolkit™ offering that is different?

First, the Change Planning Toolkit™ provides an integrated system of tools far more powerful and far more capable of increasing organizational agility than any other.

Second, the Change Planning Toolkit™ is now available using two business model variations not usually offered in the intellectual property space, which include:

1. Access for Every Employee (aka the Site License option)

  • Access for EVERY employee in your organization, priced at a very affordable $2/yr per employee plus a $299.99 annual fee
  • Includes access to a QuickStart Guide to get you up and running quickly
  • Includes access to POSTER SIZE versions of key tools, including the Change Planning Canvas™ and Visual Project Charter™
  • SPECIAL OFFER – The next three (3) firms to purchase a full-day training session (which includes train-the-trainer) will receive a free* Change Planning Toolkit™ site license

——————————————————————————–
Book a Training Session and get a free* site license
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2. Access for Every Resident (aka the City/State/Country License option)

  • Access for EVERY resident of your city, state, or country. Priced at a very affordable $0.01/yr per resident ($1,000/yr minimum)
  • Yes, that is right. Cities, states and countries are all eligible for a license that makes these tools available to all residents for just a PENNY per year per resident!
  • SPECIAL OFFER #1 – Purchase a city, state, or country license worth more than $25,000 and get up to 50 people trained to use the toolkit and how to train others to use it (training fees waived for one session, expenses still to be reimbursed)
  • SPECIAL OFFER #2 – Purchase a city, state, or country license worth more than $100,000 and get up to 200 people trained to use the toolkit and how to train others to use it (training fees waived for four (4) sessions in up to two (2) locations with two adjacent days per location, expenses still to be reimbursed)
  • SPECIAL OFFER #3 – Purchase a city, state, or country license worth more than $1,000,000 and get up to 1,000 people trained to use the toolkit and how to train others to use it (training fees waived for twenty (20) sessions in up to ten (10) locations with two adjacent days per location, expenses still to be reimbursed)

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CONTACT ME to get access for all of your residents
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Some educational institutions may be able to apply for grants from the government to cover the cost of the license and training as part of their efforts to raise the skills of their local residents. Central Wyoming College is an example of an educational institution that won a Federal grant to do just that. It’s possible.

And these licenses are available for both the:

  1. Change Planning Toolkit™
  2. Human-Centered Innovation Toolkit™ (coming soon)

Become a Human-Centered Innovation Toolkit™ Patron

The Human-Centered Innovation Toolkit™ will be coming soon, and you can become a Patron by helping to fund its completion through a site license or a city/state/country license and as a reward get instant access to the POSTER SIZE version of The Experiment Canvas™ and the many other tools I’ve already completed. You’ll then of course get access to the rest of the toolkit as I complete it. You’ll get this instant access at a permanent 50% discount off the normal $2/yr per employee or $0.01/yr per resident, meaning your cost will be a paltry $1/yr per employee or $0.005/yr per resident for the lifetime of the license.

SPECIAL BUNDLE DISCOUNT:

— Get instant access for both the Change Planning Toolkit™ and the Human-Centered Innovation Toolkit™ (coming soon) for all of your residents for a low bundle price of $0.014/yr per resident ($1,000/yr minimum) – that’s less than a penny-and-a-half per resident (a full 60% discount off the second license).

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CONTACT ME to get a jump on the competition
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Empower Your Residents and Employees to Cope with the Accelerating Pace of Change

So don’t wait, act today and get access for all of your employees or all of your residents to these powerful, intuitive and beautifully visual and collaborative tools that will help increase the speed of innovation and change in your organizations to cope with the accelerating pace of change in the world all around us. Countries all around the world are fighting to be the destination of choice of aspiring entrepreneurs and bold innovators and to rise in comparative rankings like the:

World’s 50 Most Innovative Countries (license cost based on population)

  1. Switzerland ($84,541)
  2. Sweden ($99,206)
  3. Netherlands ($170,328)
  4. United States ($3,264,740)
  5. United Kingdom ($655,111)
  6. Denmark ($57,118)
  7. Singapore ($57,845)
  8. Finland ($55,413)
  9. Germany ($806,361)
  10. Ireland ($47,492)
  11. ————————————–
    State of California ($392,500)
    ————————————–

  12. South Korea ($507,050)
  13. Luxembourg ($5,841)
  14. Iceland ($3,343)
  15. Japan ($1,260,452)
  16. France ($649,387)
  17. Hong Kong ($74,019)
  18. Israel ($83,232)
  19. Canada ($366,261)
  20. Norway ($53,308)
  21. Austria ($85,924)
  22. ————————————–
    State of Texas ($278,625)
    ————————————–

  23. New Zealand ($46,049)
  24. China ($13,882,327)
  25. Australia ($246,417)
  26. Czech Republic ($105,551)
  27. Estonia ($13,058)
  28. Malta ($4,205)
  29. Belgium ($114,438)
  30. Spain ($460,701)
  31. Italy ($597,980)
  32. Cyprus ($11,876)
  33. ————————————–
    New York City ($85,504)
    ————————————–

  34. Portugal ($102,648)
  35. Slovenia ($20,713)
  36. Latvia ($19,446)
  37. Slovakia ($54,322)
  38. UAE ($93,976)
  39. Bulgaria ($70,453)
  40. Malaysia ($311,642)
  41. Poland ($385,636)
  42. Hungary ($97,879)
  43. Lithuania ($28,306)
  44. —————————————
    Chicago ($27,205)
    —————————————

  45. Croatia ($42,098)
  46. Romania ($192,375)
  47. Turkey ($804,175)
  48. Greece ($108,929)
  49. Russia ($1,433,750)
  50. Chile ($183,135)
  51. Vietnam ($954,146)
  52. Montenegro ($6,263)
  53. Qatar ($23,381)
  54. Ukraine ($444,051)

Are you happy with your country’s position on the World’s 50 Most Innovative Countries list?

Are you happy with your company’s level of organizational agility or level of innovation success?

Is your organization or country keeping up with the accelerating pace of change?

If not, then you need these tools. And if you are satisfied with your competitive position, then you need these tools to maintain your current position…

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CONTACT ME to get access for all of your residents or employees
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Accelerate your change and transformation success

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Join Me at the Virtual Change Management Summit 2017

Virtual Change Management Conference

On July 12, 2017 I will be speaking at Change Management Review’s Virtual Change Management Summit 2017™, a curated collection of brand new pre-recorded global webinars bringing thought leaders and senior practitioners in the change management profession together.

The purpose of the event is to help participants discover, learn, and reinforce how change management practices and principles are applied in today’s business world.

Click here for more information and to register for this outstanding event

Why is the Virtual Change Management Summit 2017™ important to change management professionals today?

Our profession is currently fragmented and formalizing at different rates across the globe resulting in confusion about how to take part in professional development for those who have just joined the profession and for those who are in the mid-range of their career as a change management practitioner. Aside from formal certification training, there really isn’t a tangible mode to learn more about what is going on and what works unless one attends a conference or an in-person seminar.

The Virtual Change Management Summit 2017™ is an inexpensive means for change management professionals to learn, grow, and understand the business world around them from the perspective of well known experts and senior change management practitioners.

(from the Change Management Review web site)

In addition to myself, the rest of the speaking lineup will include:

  • Theresa Moulton, Editor-in-Chief, Change Management Review™
  • Dr. Dean Ackerman and Dr. Linda Ackerman Anderson, Co-Founders, Being First Inc.
  • Tim Creasey, Chief Innovation Officer, Prosci
  • Jason Little, Agile Management Consultant, Coach and Trainer
  • Kimberlee Williams, President, Center for Strategy Realization
  • Linda Hoopes, President, Resilience Alliance

The title of my presentation will be:

The Future of Project Management is… Change!

… and I will be exploring the intersections and relationships between project management, innovation management, change management, lean, six sigma, agile, lean startup, and design thinking and how organizations can fundamentally transform how they plan and execute what matters most.

I hope you’ll join us on July 12th!
(or watch the sessions on demand after their scheduled times)

Click here for more information and to register for this outstanding event


Accelerate your change and transformation success

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10 Free Change Planning Tools

Get Your 10 Free Change Planning ToolsHave you downloaded your ten free change planning tools?

NEWSFLASH: I’ve added sample QuickStart Guide content to the download package, so if you’ve already downloaded the 10 Free Change Planning Tools, you’ll want to download them again to get this bonus content.

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.

Following the successful launch of my latest book Charting Change and a suite of tools called the Change Planning Toolkit™, I have made several access levels available to spread the methodology and help get everyone literally on the same page for change:

Get 10 Free Downloads from the Change Planning Toolkit™I am making 10 free change planning tools from the toolkit available as 11″x17″ downloads along with JUST ADDED sample content from the QuickStart Guide,
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

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 get your 10 Free Change Planning Tools

Site 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″).

*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™:


Click here to get your 10 Free Change Planning Tools
Sign up for the latest news and alerts


Click on the tool name to read the article about each of the 10 Free Change Planning Tools:

  1. Five Keys to Successful Change
  2. Architecting the Organization for Change
  3. Building a Global Sensing Network
  4. Visual Project Charter™
  5. Motivation Ability Worksheet
  6. PCC Change Readiness Framework
  7. Eight I’s of Infinite Innovation™
  8. ACMP Standard for Change Management® (Visualization)
  9. Organizational Agility Framework
  10. The Eleven Change Roles™


Accelerate your change and transformation success

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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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Visualizing Project Planning Success

Visualizing Project Planning Success for 2016

The first three of ten free downloads from the Change Planning Toolkit™ were focused on innovation and change:

  1. Five Keys to Successful Change
  2. Architecting the Organization for Change
  3. Building a Global Sensing Network

The goal of these three frameworks was to get people visualizing more holistically how to build a strong foundation for a successful continuous change capability for the organization and a strong, vibrant innovation ecosystem. The next free download will tackle one of many project managers’ least favorite project planning activities – the creation of a project charter.

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 like the one in figure 1 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, project 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.

Project Charter Template

Figure 1

It doesn’t have to be this way!

Because every project ultimately changes something, as part of the Change Planning Toolkit™ I have designed a Visual Project Charter™ (see figure 2) to help project managers make the project planning process and the creation of the project charter a more visual, more collaborative, and more enjoyable process, providing an opportunity to improve the chances of project success by creating upfront improvements in a AAA project experience:

  1. Alignment
  2. Accountability
  3. Action

The Visual Project Charter™ helps organizations:

  • Move beyond the Microsoft Word document
  • Make the creation of Project Charters more fun!
  • Kickoff projects in a more collaborative, more visual way
  • Structure dialogue to capture the project overview, project scope, project conditions and project approach

Visual Project Charter

Figure 2

Get your sticky notes and pens ready and gather the people with the knowledge and information necessary to accurately shape the project!

The Visual Project Charter™ is designed to be used in place of, or in advance of populating your normal Project Charter template in Microsoft Word. It MUST be used in a cross-functional project team meeting before project kickoff to initiate the conversations necessary to surface the assumptions, issues, risks, constraints, and definitions of success. As you know, identifying the potential land mines before you even begin a project will both increase the chances of success and decrease the chances of schedule or cost overruns.

The canvas helps you ask, visualize and collaborate on some of the following questions:

  • What is the purpose of this project?
  • What is the key information to include in the Project Overview?
  • What is the Project Scope?
  • What are the Project Conditions we must consider?
  • What Project Approach are we going to use?

The goal is to capture all of your typical project charter information:

  1. Purpose of the Project
  2. Project Overview
    • Executive Summary
    • Business Needs
    • Business Justification
  3. Project Scope
    • Stakeholders
    • Objectives, Goals and Success Criteria
    • Deliverables
    • Deliverables Out of Scope
    • Estimated Budget and Costs
    • Organizational Impacts
    • Departmental SOW
    • Estimated Duration
  4. Project Conditions
    • Assumptions
    • Issues
    • Risks
    • Constraints
  5. Project Approach
    • Structure
    • Project Team Roles and Responsibilities

This is a lot more FUN and SUCCESSFUL approach to building a project charter. Most project managers who see benefit in this approach will probably choose to use the Visual Project Charter™ as a tool to gather the inputs necessary to populate the traditional project charter template on ProjectManagement.com or one that you’ve created yourself.

But, the advantage of potentially of using the Visual Project Charter™ in place of a traditional project charter document is that you can make large format prints of your drafts and post them in the halls of the involved workgroups for additional comments before creating a final draft that can then be signed off on by the project sponsor and other key accountable parties for all the world to see and to help drive a AAA project experience by maintaining:

  1. Alignment
  2. Accountability
  3. Action

I’m making a free download of the Visual Project Charter™ available to the readers of this article and purchasers of my new book Charting Change (Feb 2016) as an 11”x17” format PDF. A larger format (poster size – 35″x56″) version will be made available to individual licensees and site licensees of the Change Planning Toolkit™ (coming soon) or can be purchased separately at a nominal fee here (UPDATE: You can now access the poster size version for free too):

Click here to access the poster size version (35″x56″) of the Visual Project Charter™

Remote Project Management

UPDATE (October 9, 2021): A few months ago I created a video example of how to use the Visual Project Charter™ that you’ll see below in part to show how you can not only print the Visual Project Charter™ as a 35″x56″ poster BUT you can also use it a background in online whiteboarding tools like Miro, Mural, LucidSpark, and Microsoft Whiteboard and then have people place their virtual sticky notes on top of it.

So, what do you think?

Is the Visual Project Charter™ a potentially useful additional tool for your project planning process?

Do you plan on trying it?

Or do you perhaps already use something similar?

Is there anything conspicuously absent that threatens its effectiveness as an additional project planning tool?

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

Click here to access the poster size version (35″x56″) of the Visual Project Charter™

Accelerate your change and transformation success

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