Tag Archives: change management

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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Change Resistance is Not Inevitable

Change Resistance is Not InevitableThe idea that people always resist change is a lie, and it is extremely damaging to organization’s seeking to increase their organizational agility.

The truth is that people only resist changes that they either do not understand or for which they do not interpret there to be benefits great enough to offset the costs of their participation.

The truth is also that the natural response to a potential change in an organization is greatly impacted by the level of trust in an organization.

While it is a lie that change resistance is inevitable, it is true that executing change is hard. If it wasn’t, 70 percent of change efforts wouldn’t fail, but they do. There are many reasons for this, including the fact that most change efforts are communicated not explained.

Let’s look at definitions of both words from Dictionary.com to see the root of this difference:

Communication: A document or message imparting news, views, information, etc.

Explanation: A mutual declaration of the meaning of words spoken, actions, motives, etc., with a view to adjusting a misunderstanding or reconciling differences

You’ll notice here a big difference between the two mindsets – seeking to communicate versus seeking to explain. When you focus on explaining the change, you are focusing on ensuring UNDERSTANDING, and when people understand the change, and the purpose for the change they will be more likely to support the change.

We don’t resist change, WE RESIST THAT WHICH WE DON’T UNDERSTAND.

One great way for increasing your ability to explain change is the use of a tool like the Change Planning Canvas™ to involve more people in the planning of a change, which increases the number of people capable of explaining the change and its purpose, plus it provides a visual map of the change effort that explains the change at a glance.

This is not say that even when people completely understand a potential change and the purpose for it, that they still might not not fight against it, but they will be more likely to support the change.
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Change Planning Canvas

(For Illustration Purposes Only – Get the toolkit or the book for a clear copy)

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The Change Planning Canvas™ is one of the more than fifty tools that make up my new Change Planning Toolkit™ that is now available via individual licenses for educational use and site licenses for professional and commercial use. It helps you move away from the incredibly counter-productive practice of planning change in isolation.

Organizations that do a better job of explaining their changes and the purposes for them, not coincidentally also tend to build up a higher level of trust over time, and organizations that do a better job at change explanation and maintain higher levels of trust are able to change faster!

But some people may still resist, why?

Some people may resist your change effort for a number of different reasons, but you need to identify up-front not only why people resist but also who will likely resist. Change Planning Toolkit™ users will want to capture the group’s thoughts on who will resist in the middle box of the People Worksheet from the toolkit and the corresponding box on the Change Planning Canvas™.

Some of the typical reasons why people will resist include:

  • inability to see the need for change or relevance;
  • 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);
  • see proposed change as irrelevant or a bad idea;
  • feel overwhelmed by thought of change.

You’ll want to identify the individuals or groups who have one of the above reasons for resisting change, and you will want to plan from the start to overcome that resistance in the same way that any good salesperson plans for objections, learns to hear them, and practices how to overcome them (for example, by developing and sharing strategies with coworkers).
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Overcoming Resistance Worksheet

(For Illustration Purposes Only – Get the toolkit for a clear copy)

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In the Change Planning Toolkit™ I’ve provided space in the Overcoming Resistance Worksheet for your team to brainstorm both the groups and individuals likely to feel any of these reasons for resistance, together with space to capture some ideas for overcoming these objections (aka resistance).

The Change Planning Toolkit™ also provides the Five Change Reactions Worksheet which allows you to identify which groups and individuals tend towards each of the five change reactions highlighted in this worksheet and explained in my book Charting Change.. These five change reactions typically occur in a standard distribution (aka bell curve) and you can increase the chances of your change success by shifting enough people to the left along the curve.

So, there you have it, a quick look at The Big Change Management Lie about the inevitability of change resistance and some ways that it can be avoided or at least mitigated, and an introduction to how some of the tools from the Change Planning Toolkit™ can provide even more help.

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Change Agents and the Future of Change Management

Change Agents and the Future of Change ManagementRecently I was identified in a mini research study as one of the top Key Opinion Leaders in change management on Twitter by Maven7, and they were curious about some of my opinions about organizational change, and asked me these two questions for an article titled ’14 Insightful Quotes from Influencers in Change Management’ on their blog.

1) In your opinion, how will change management evolve in the next 10 years?

2) Why is change agent involvement essential during a change initiative, and what best practices are there to involve them?

The article on their site just highlights a few quotes from the insights I shared with them surrounding these two questions, so if you’re more interested in hearing the full responses, please continue reading.

Question: In your opinion, how will change management evolve in the next 10 years?

I believe that the field of organizational change will evolve first by moving beyond change management. We currently speak about change management and maybe change leadership, but I believe we need to make the conversation about The Five Keys to Successful Change™ more pervasive. These five keys are:

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

When we start moving the conversation beyond change management, we can start focusing as change professionals on achieving excellence in practice in all five areas, creating more efficient and effective tools and techniques for each. The new Change Planning Toolkit™ introduced in my book Charting Change (Feb 2016) is focused on making the planning of a change effort of any size (up to the level of mergers & acquisition, and down to the level of the project) more visual, more collaborative, and more human.

In today’s environment it is innovate or die, and the reason that most organizations are bad at innovation is that they are bad at change. So, the ability to create a culture of continuous change in an organization, and a commitment to empowering employees with the tools, techniques, and mindsets that lead to the creation of a new organizational capability in change for the organization, will lead to THE most important competitive advantage an organization could possibly possess – greater organizational agility.

This evolution of change management will lead to a group of companies with incredible organizational agility and a collection of companies that will join Blockbuster, Montgomery Ward, Borders, and Tower Records not because of mismanagement, but because of a refusal to move beyond change management to embrace The Five Keys to Successful Change™. Which will you be?

Question: Why is change agent involvement essential during a change initiative, and what best practices are there to involve them?

I don’t like the notion of a change agent. Instead I prefer the notion of a change movement inspired by a motivated change leadership team. The notion of the change agent confers the idea that one person can affect lasting change, and that’s just not reality. We might like to attribute a successful change to a single individual, but the truth is that in those situations a movement was created where people eagerly participated in affecting a certain change, where imagination and creativity were captured and harnessed to create a new reality.

The truth is that successful changes are led by a passionate change leadership team with a clear plan that empowers and engages people with a clear, and often tailored, vision for the new reality they hope to create with the broader team. Successful change leadership teams build a clear plan that can be easily shared in order to start creating movement, in order to overcome the inertia of the organization, and then they focus on building and sustaining the momentum necessary to realize the desired transformation, whether that is a “BIG C” change or a “little c” change.

Successful change leadership teams build a shared vision of the change process, and a common language for the change effort, with the support of something like the Change Planning Toolkit™. Unfortunately, 70% of change efforts fail, and one of the big reasons is the lack of alignment, and frankly, an understanding of why the change is necessary, important, and how it might be achieved. At the same time, organizations fail to provide the support necessary to help the change participants successfully adopt the desired change. If you focus on change agents instead of empowered change leadership teams, people will be less likely to adopt the change, or to sustain it. So, choose wisely.

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Architecting the Organization for Change

Architecting the Organization for ChangeIn my last article and the first free download from the Change Planning Toolkit™ on The Five Keys to Successful Change™ we looked at the five different disciplines that must come together to make any organizational change effort (or even a project) successful. They included:

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

While most people would agree that change is a constant, it is not however a constant focus for the business. One of the reasons many organizations are so bad at change is that they are not architected for change and pay attention to only one or two of The Five Keys to Successful Change™. Instead most organizations focus on executing the day-to-day business and they focus on executing a portfolio of projects, hopefully on time and on budget. In some cases, projects may incorporate some elements of Change Management (usually too late in the process) and ignore Change Planning, Change Leadership, Change Maintenance, and Change Portfolio Management.

As a result, most organizations are terrible at change. And ultimately, most organizations are bad at innovation because they’re bad at change.

Most companies focus on delivering a set of new systems, products, and services prioritized purely on the ROI they may return, instead of consciously executing ‘Big C change efforts’ and ‘Little C change projects’ to support a constantly evolving business architecture that changes in support of a fluid strategy driven by constantly changing customer behaviors (including wants/needs), regulation and competition, and influencing changes in employee, supplier, and partner behaviors. Continuous improvement and innovation then are effectively tools used to keep the organization successfully aligned to maintain the optimum levels of competitiveness and customer connection.

In this article we will explore some of the ways that organizations need to re-think the way that the firm is structured, in order to place change purposefully at the center, enabling enable increases in organizational agility and the building of continuous change capabilities.

Architecting the Organization for Change

Architecting the Organization for Change helps organizations:

  • Visualize a new way to increase organizational agility
  • Integrate changes in the marketplace and customer behavior into the strategy
  • Create a new organizational architecture that integrates all five elements of organizational change
  • Make project, behavior and communications planning and management a central component of your change efforts

One thing that should immediately jump out as you look at the image of the Change Planning Toolkit™ download titled Architecting the Organization for Change, is that The Five Keys to Successful Change™ are embedded in the framework.

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 increased use of the Change Planning Toolkit™ and tools like the Architecting the Organization for Change framework will allow businesses to more collaboratively and visually plan each change effort and prepare the plans for the Change Management and Change Leadership teams to execute with help from the Project Planning, Project Management, and Change Maintenance professionals in the organization.

I hope you’ll come join me on this journey to improve the pace and execution of change efforts in our organizations!

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The Five Keys to Successful Change

5 Keys to Successful Change

by Braden Kelley

My next book, Charting Change, is a followup to Stoking Your Innovation Bonfire and is now available for pre-order. While my first book helped people identify and remove barriers to innovation, my next book is designed to make the process of planning change efforts less overwhelming and more human.

Charting Change will introduce a visual, collaborative Human-Centered Change™ methodology designed to help get everyone literally all on the same page for change.

The toolkit begins by painting a different background for the landscape of organizational change. Here we introduce the first of more than fifty tools and frameworks comprising that make up the Human-Centered Change™ methodology.

When it comes to organizational change, most people focus on change management and there is even a couple of professional associations organized around the practice of change management, including the Association of Change Management Professionals (ACMP).

But change management is only one of the Five Keys to Successful Change:

Five Keys to Successful Change 550

Leave one out and eventually your change effort, no matter how big or small, will eventually fail. If you’re setting setting out to change the world, even a small corner of it, then you’ll want to be sure to consider each of the five keys and make sure that you proceed in a measured way that takes each into account.

Let’s look at each briefly in turn before we look at each area in more detail in future posts, and eventually in my new book in February 2016.

The Five Keys to Successful Change

1. Change Planning

Change Planning is the first key to successful organizational change, and it focuses on drawing out the key issues of the necessary change and puts some structure and timeline around them. You will find you have a better experience and a more successful outcome if you use a more visual, collaborative method using something like the Human-Centered Change™ methodology I will be releasing soon to help you create the necessary change plans, goals, metrics, etc.

2. Change Leadership

Change Leadership is the second key to successful organizational change, and is important because good change leadership provides the sponsorship, support and oversight necessary for the change activities to receive the visibility, care, and attention they need to overcome inertia and maintain momentum throughout the process of transformation.

3. Change Management

Change Management represents the third key to successful organizational change, and it is probably the one most people think of when they think about organizational change because it focuses on managing the change activities necessary to achieve the change objectives. The term itself has some challenges however as the term also refers to the management of code changes during the software development process and its relationship with project management is confused. We will dig more into the relationship between project management and change management in a future article.

4. Change Maintenance

Change Maintenance represents the fourth and probably most neglected key to successful organizational change. Many change leaders lose interest after the major launch milestones are achieved, and this is a real risk to sustained success of the change effort. During the change maintenance phase is when you measure the outcomes of the planned change activities and reinforce the change, to make sure the change effort has met the change objectives and when you ensure that the behavior change becomes a permanent one. Neglect this phase and people often slip back into their old, well worn patterns of behavior.

5. Change Portfolio Management

Every organization will have a broad collection of larger change efforts (digital transformation, merger integration, layoffs, etc.) and smaller change efforts (including all projects) underway or in the planning or maintenance stages at all times. This portfolio of change efforts must be managed and Change Portfolio Management represents the necessary activities for balancing all of the resource needs of this variety of change efforts.

Conclusion

This is the first step in the Human-Centered Change™ approach to organizational change that you can use to help change the world in the series of Big C and Little C change efforts that you may lead throughout your life. Big C change efforts are what most people think as change initiatives (mergers and acquisitions, layoffs, transformations, etc.) while Little C change efforts are any project that you might undertake (after all every project changes something).

If we want to do better than the 70% failure rate that change practitioners face in their work, we must look beyond change management or change leadership, and instead think more holistically about change, and to consider all Five Keys to Successful Change.

I hope you have found the article and the framework a useful first building block as we work together to build a strong foundation for successful organizational change. To be alerted when the Human-Centered Change™ methodology becomes available, please be sure and click the link below to join the mailing list, and stay tuned for the next article in this series!

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

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Flaws in the Crawl Walk Run Methodology

The Flawed Crawl Walk Run Methodology

Many of you may have heard of the Crawl Walk Run project methodology. For those of you that haven’t the idea is that if a project team is trying to achieve something big, that sometimes you have to evolve your approach in stages rather than trying to make all the changes all at once. Many people are quite fond of this approach and can be heard repeating the mantra “Let’s crawl before we walk, let’s walk before we run.” Others have evolved Crawl Walk Run into Crawl Walk Run Fly. One of those groups is Edelman (a public relations firm), which in the following image proposes the following Crawl Walk Run Fly approach to social media:

Crawl Walk Run Fly Edelman

Ultimately the Crawl Walk Run Fly project approach looks back to the following Martin Luther King, Jr. quote for its inspiration and structure:

“If you can’t fly then run, if you can’t run then walk, if you can’t walk then crawl, but whatever you do you have to keep moving forward.” – Martin Luther King, Jr.

But the flaw in the Crawl Walk Run project approach was exposed in a conversation I had yesterday with Stewart Pearson, a former client and friend, who happens to be the founder of Consilient Group, an emerging consulting group focused on helping clients undertake data-driven, insight-driven digital transformations to empower organizations to ignite sustainable growth and innovation.

Stewart was speaking about how some companies get stuck in this Crawl Walk Run mindset, and potentially jeopardize their future as a going concern. The truth is that Crawl Walk Run is only applicable to a small subset of projects, and definitely not appropriate for strategic projects because of the imminent danger of the competition transforming faster than you to better serve (and thus take) customers in the marketplace. Stewart captured this in the following way (slightly modified here by me):

“The danger of Crawl Walk Run is that while you’re busy crawling, a competitor is going to walk over you, right before another competitor runs over both of you.”

Then of course we can add in to this that if the customers wants and/or needs have changed, then simultaneously startups will not be crawling, or walking, or running, but FLYING by those incumbents engaged in a crawl, walk, or run strategies to maintain their relevance to the customers in the marketplace. But startups face their own danger in their FLY strategy, embodied in their lack of experience and infrastructure, and in many cases, their need to educate. This can cause startups to fly past the place where customers wants and needs have moved. So the flying strategy is not without risk.

Consulting clients or people inside your firm (depending on your context) may push back against this idea and again something like “Let’s crawl before we walk.” and it’s really seductive to give into this and tow the company line that achieving something is better than achieving nothing. But at the same time, the financial, human and capital resources that you might invest in implementing a broad crawl effort could potentially be more smartly implemented in a narrow run or fly effort off to the side that may then have the potential to be rolled out in a broad manner.

So, in situations where the company potentially faces more risk from moving slowly than from moving too fast, look for opportunities to craft a strategy that allows you to pick a small part of your business (possibly a single project or a single client) that you can begin building out a run strategy for (a strategy that leverages the existing experience and infrastructure of the organization) or a fly strategy (one that completely re-imagines your market approach).

The idea here being to prototype, test, learn, and then scale your transformative new market approach rather than gradually transforming your market approach in a series of phases. This is more like the approach we use in the innovation space, and has a lot of potential in helping to accelerate your ability to continuously transform your organization the maintain optimal value exchanges with your customers.

What do you think?

Do you think your organization could move away from the siren’s song of Crawl Walk Run, or are you stuck on all fours for the rest of your career with your existing client or employer?

This article originally was featured on Linkedin


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Most Companies Fail at Innovation Because…

Most Companies Fail at Innovation Because...Most companies fail at innovation because they fail at change.

There you go, there is the entire article in a single sentence. Please click the like button or leave a comment on your way out, and I’ll turn out the lights.

I’m actually serious, but I didn’t come to this single sentence overnight, but through decades of research and experience. It coalesced however this morning in an interview with Chad McAllister that will air next month.

This sentence also highlights the reason why after writing the popular Stoking Your Innovation Bonfire (a book about innovation) and traveling the world delivering innovation keynotes and workshops, that my next book for Palgrave Macmillan (@PalgraveBiz) will be about change, not innovation.

Because after all, my life’s work is to help others change the world for the better by creating and sharing valuable tools and insights that hopefully serve to accelerate innovation and change in communities around the world.

I will continue on to say though that if you want to be successful at innovation you need to get better at planning, leading, managing, and maintaining change.

If you doubt the linkage, please check out my other article Managing Innovation is About Managing Change. This will give you a great example of how innovation inflicts change on the organization.

And if you’d like to learn more about making your organization more change capable, then I encourage you to check out my article Change the World – Step One, which is the first in a series of articles I will be publishing here in the run up to the launch of my book in January 2016 to help organizations build a stronger, more sustainable approach to change. This first article outlines the Four Keys to Successful Change, with much more content and a whole Change Planning Toolkit™ being released over the next few months.


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Change the World – Step One

Change the World - Step OneDo you want to change the world?

Even just one tiny corner of your own world?

Change often feels overwhelming, scary even, and frequently we don’t know where to begin.

Stoking Your Innovation Bonfire focused on helping organizations identify and remove barriers to innovation, and has also served as a great innovation primer for innovation practitioners all over the world.

As people choose and commit to going down the innovation path in a measured way, one of the first things they discover is that many things will have to change inside the organization and in how the entity engages with others outside the organization for their new product or service ideas to successfully walk the transitional path from insight to idea to experiment to implementation project to market offering and market success.

Because of this, my next book and most of my future articles here on Innovation Excellence in the run up to the release of my Change Planning Toolkit™ will be focused on helping people build a strong foundation for achieving successful organizational change. This series of articles will culminate with the launch of a new book from Palgrave Macmillan in January 2016 on the best practices and next practices of organizational change and an introduction to my Change Planning Toolkit™.

So, if we’re hoping to change the world, our world, whether that is with a big W or a little one, where should we begin?

Let’s begin by painting a background for the landscape of organizational change.

Four Keys to Successful Change

Above you’ll see a visualization of the Four Keys to Successful Change. Leave one out and eventually your change effort, no matter how big or small, will eventually fail. If you’re setting setting out to change the world, even a small corner of it, then you’ll want to be sure to consider each of the four keys and make sure that you proceed in a measured way that takes each into account.

Let’s look at each briefly in turn before we look at each area in more detail in future posts, and eventually in the book in January 2016.

The Four Keys to Successful Change

1. Change Planning

Change Planning is the first key to successful organizational change, and it focuses on drawing out the key issues of the necessary change and puts some structure and timeline around them. You will find you have a better experience and a more successful outcome if you use a more visual, collaborative method using something like the Change Planning Toolkit™ I will be releasing soon to help you create the necessary change plans, goals, metrics, etc.

2. Change Leadership

Change Leadership is the second key to successful organizational change, and is important because good change leadership provides the sponsorship, support and oversight necessary for the change activities to receive the visibility, care, and attention they need to overcome inertia and maintain momentum throughout the process of transformation.

3. Change Management

Change Management represents the third key to successful organizational change, and it is probably the one most people think of when they think about organizational change because it focuses on managing the change activities necessary to achieve the change objectives. The term itself has some challenges however as the term also refers to the management of code changes during the software development process and its relationship with project management is confused. We will dig more into the relationship between project management and change management in a future article.

4. Change Maintenance

Change Maintenance represents the fourth and probably most neglected key to successful organizational change. Many change leaders lose interest after the major launch milestones are achieved, and this is a real risk to sustained success of the change effort. During the change maintenance phase is when you measure the outcomes of the planned change activities and reinforce the change, to make sure the change effort has met the change objectives and when you ensure that the behavior change becomes a permanent one. Neglect this phase and people often slip back into their old, well worn patterns of behavior.

Conclusion

This is the first article in a series to help make changing the world seem a little less overwhelming, a little less scary. I hope you have found the article and the framework a useful first building block as we work together to build a strong foundation for successful organizational change. To be alerted when the Change Planning Toolkit™ becomes available, please be sure and click the link below to join the mailing list, and stay tuned for the next article in this series!

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Your Chance to Help Change Change

Your Chance to Help Change ChangeMy first book Stoking Your Innovation Bonfire was designed to help organizations identify and remove barriers to innovation, but readers also found it to be a great primer on how to take a structured, sustainable approach to innovation, and as a result the book has found its way into university courses and libraries around the world.

I’ve been thinking over the last few years about where I could provide the most value in a follow-up book, and it came to me that innovation is really all about change and that where most organizations fail to achieve innovation is in successfully making all of the changes necessary to transform their inventions into innovations. At the same time, the world has changed, the pace of change is accelerating and organizations are struggling to cope with the speed of changes required of them, including the digital transformation they need to make.

So, my next book, this time for Palgrave Macmillan, will focus on highlighting the best practices and next practices of organizational change. And where does any successful change effort begin?

With good planning. But it is really hard for most people to successfully plan a change effort, because it is hard to visualize everything that needs to be considered and everything that needs to be done to affect the changes necessary to support an innovation, a digital transformation effort, a merger integration, or any other kind of needed organizational change.

But my Change Planning Toolkit™ and my new book (January 2016) are being designed to help you get everyone literally all on the same page for change. Both the book and my collaborative, visual Change Planning Toolkit™ are nearly complete. But before they are, I’d like to engage you, the intelligent, insightful Innovation Change Management community to help contribute your wisdom and experience to the book.

I’m looking for a few change management tips and quotes attributable to you (not someone else) to include in the book along with the other best practices and next practices of organizational change that I’ve collected and the introduction to my Change Planning Toolkit™ that I’m preparing.

It’s super simple to contribute. Just fill out the form, and the best contributions will make it into the book or into a series of articles that I’ll publish here and on a new site focused on organizational change that I’m about ready to launch.

I look forward to seeing your great organizational change quotes and tips!

UPDATE: The book is now out! Grab a copy here:


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Conference Wrapup – Change Management 2015

Change Management 2015

Recently I had the opportunity to attend the Association of Change Management Professionals’ (ACMP®) annual conference in Las Vegas, Nevada, titled appropriately Change Management 2015. The event represented a convening of nearly 1,000 change management professionals from around the globe, including countries as geographically dispersed as Qatar and Australia, but with the bulk of the attendees being from the United States, Canada, and Australia.

Nearly 1,000 attendees is a pretty decent size, much bigger than any innovation event that I’ve ever been to, but this larger number of attendees is quite small when you consider the number of people serving in official or unofficial change management roles around the world (either as employees or consultants), or when compared to the number of project managers (estimated at 16.5 million people around the world) and potentially as many as 1.5 million six sigma black belts and green belts sprinkled around the world.

Meanwhile, a couple of the leading training organizations in the change management space have trained just short of 100,000 people in the principles of change management.

If you agree that proactively managing change in organizations is at least as important as the practice of Six Sigma, and potentially as important as project management, that means that as the pace and importance of change continues to gather steam, there could be the need to train between 1.4 million and 16.4 million change management professionals in the next few years.

Professionalizing the Change Management Profession

One of the things that occured at the conference was the highlighting of the ACMP Standard for Change Management™ and the new ACMP Qualified Education Provider™ (QEP™) program. Both of these are steps along the way to building momentum for a change management certification that the ACMP® hopes will become the gold standard for people worldwide to highlight that they have the skills knoweldge, and experience to be recognized as a Certified Change Management Professional™ (CCMP™).

Kicking it off with Dan Pink

The opening keynote at the event was delivered by Dan Pink, author of ‘Drive’ and several other books. Much of his speech was about the societal impacts of the greater availability of information that we enjoy today, and how that will also affect our ability to sell, to influence, and to affect change. In sales, it used to be that the seller nearly always had more information than the buyer, that is rarely the case any more. Because of this shift in information availability, experts are being called on more to be a curator of information than as a way to access information. Dan highlighted how nearly everything that we do in business involves sales and change, yet business schools and MBA programs teach neither sales nor change (they might teach a course on leadership if you’re lucky). And if the ABC’s of sales used to be “Always Be Closing” then the new ABC’s of sales are Attunement, Buoyancy and Clarity.

One interesting personal productivity insight that Dan shared was the idea that asking yourself questions before doing something is a better preparation method than positive self talk. Another was how by reducing your feelings of personal power before going into a conversation can actually increase your effectiveness at getting people to do something. And finally, consider these points related to change:

  • Context is more important than the individual
  • When engaging people for change, it’s very important to use the audience’s language not yours
  • Instead of focusing on changing people’s minds, focus on making it easy for people to do something
  • When information goes down easier it is more likely to stick (rhyming, distillation, etc.)

The IBM Research Perspective

There was a great quote from Hilary Bland of IBM at the conference that illustrates the necessary future direction and importance of change management:

“The ability to anticipate, manage and capitalize on pervasive change is often the difference between market leadership and extinction.”

Between IBM’s research study in 2008 and their followup study in 2014, they’ve seen a shift from organizations managing change on projects to organizations increasingly focusing on enterprise transformation. While the 2008 study examined how organizations manage change and gained practical knowledge, the 2014 study gained insights into the new environment of continuous transformation & the attributes of organizations that are highly successful in managing change.

One of the findings from IBM’s 2014 study was that 74% of respondents are concerned employees are not fully prepared to adapt to an increasingly digital work environment. This sentiment also manifests in the finding that only 20% of organizations successfully deliver on more than 75% of their projects.

And while the digital revolution provides new opportunities to lead change – bottom-up, top-down, sideways – the fact is that 87% of the IBM study respondents stated that not enough focus is currently placed on change management in critical projects and that only 44% of high performance change organizations understand change benefits – Scary!

On final interesting tidbit from the 2014 IBM Research findings – In 2008 only 20% of surveyed companies were using internal resources to manage change projects, but this number is 84% now – highlighting a perceived need for companies to build their own internal change management capability instead of relying on consultants.

Here is a link to the latest IBM study ‘Making Change Work 2014’ – https://ibm.biz/BdRV9y

Gearing Up for Change – A Case Study

Columbia Sportswear shared several learnings from the change management components of their SAP upgrade, including:

  • Success comes not from just saying things multiple times but doing things multiple times
  • We had to stress that company success is determined by the quality of and access to data
  • Initially we were given a tiny training budget, so we went out and got data to build support for an increase
  • We used learnings from a previous failure to build support for our new approach
  • Our first steps were to capture tribal knowledge, map processes, and write standard operating procedures (SOP’s)
  • We then trained execs in our change methodology and did monthly change surveys to
  • We won support from senior management to bring in long term temporary employees to free up our super users to participate in the project. This was a priority!
  • Focus was key! The company had to say “We’re going to do this upgrade, make/sell products, and nothing else!” – and then of course remind people…
  • We had to get creative in our communications, both in terms of building new communication channels and creative messaging, but also we had to work really hard not to talk about the system being changed, but instead focus on how this was a company evolution.

The Culture Question

There were several good culture questions and comments that came up from various sessions, including:

  • When it comes to culture change, you have to define which parts of the culture you’re going to retain too.
  • Findings from IBM’s study on making change work… 1. Lead at all levels 2. Make change matter 3. Build the muscle
  • People at IBM got social really fast around the topic of change because managers were looking at profiles and who was contributing
  • Engagement = Communication + Co-creation
  • Successful change efforts blend effective approaches to the task side and the people side
  • Pace of change is both a driver for change management and a resistor
  • Accountability key to embedding your change into normal operations
  • People hate being off plan. They will want to tell people about the green behind the red. Consider only allowing people time with the boss to discuss yellow/red projects and how the boss can help, instead of making people feel like they have to be green.
  • When change saturation exists, consider having cross-functional resource conversations to look for solutions.
  • “Change has to start by doing less” -Lisa Bodell
  • “Change Leaders should keep these three things in mind – Ask killer questions, Reverse assumptions, and Kill a stupid rule” – Lisa Bodell

Learning as it Relates to Change

There was a great session at the Conference with Christine Cox, PhD. looking at breakthroughs in organizational learning. Some of the key takeaways included:

  • People who multitask (or who sit next to multitaskers during lectures) exhibit lower comprehension
  • Memory can be improved by relating learning to yourself
  • To harness emotion for better learning you want to tap into people’s emotions without overactivating them
  • People strongly remember moments where they made connections and generated those connections or insight
  • Learning is also increased when the right social elements are added
  • Give people opportunity to share what they’ve learned and reflect on its self-relevance
  • Spacing is also important for learning. No cramming!
  • 12 hour learning spacing that includes a night’s sleep helps comprehension more than 12 hours of spacing during waking hours
  • Instructional design should perhaps shift from content delivery to creating the space for insight
  • Incorporating some forms of generation into the learning situation – like polls, guided reflection, writing answers, explaining to another, hearing from another – can increase retention

All Trains Change for Change

Carmen Bianco, the President of the Manhattan Transit Authority (MTA) discussed how our world is changing and how the MTA has to focus on technology, strategy and culture. One of the big questions the MTA is grapplin with is:

How can we get more technology underground so that we can get more train cars per hour moving through the system?

The MTA is ordering 1,000 new train cars and growth is causing them to explore how they can change their culture to be more customer-focused and how they can move more train cars per hour and how they can get more people into each train car. Carmen’s initial focus on culture change has been on top executives so that the middle of the organization knows they’re serious. For change to filter all of the way down, the alignment and commitment has to work its way down. Carmen feels that if he can get everyone on his team to be that good boss, that’s a home run because it effects countless numbers of people. Carmen has also instituted no meeting days at MTA where he requires managers to get out with their employees and then do a debrief with him at the end of the day.

Carmen spoke about the challenge they face with 44% of executives and 41% of operating supervisors becoming pension eligible soon. The potential retirement of 44% of managers next year is both a risk and an opportunity to culture change progress. He spoke about how just when it seemed like he wasn’t changing the culture, the super storm came and provided a galvanizing opportunity. He marveled as he watched the MTA perform with the customer in mind (even sacrificing sleep). He feels blessed to have a phenomenal group of employees who have come up with ideas like FastTrack, where we had 900 employees working in the same area. At first citizens and the media ridiculed the idea, but now people are asking ‘When are you bringing this to my neighborhood?’ The creation of FastTrack reminded me of that scene in the Apollo 13 movie. It’s a good idea to keep that Apollo 13 scene ‘What do you have?’ in mind for constraint-focused brainstorming.

A Whirlwind Tour of Change

The Nike and Peoplefirm session highlighted the importance of communication strategies and creativity in change. PG&E and BeingFirst highlighted how building a change capability within an organization takes time (within PG&E it has taken 2 1/2 years just to START). Year 1 at PG&E may have focused on a lot of change leadership training, but year 2 has to be more about demonstrating results. An internal change group can act as middleware translator between consultants and the organization on a range of projects. Change saturation was discussed many times at the conference, and PG&E talked about how they monitor it at a workgroup level, monitoring what initiatives are effecting different workgroups. In the Marriott session it was highlighted that the most used change tools at Marriott include change overview, stakeholder analysis and communication plan. Chris Churchill and Paul O’Keeffe of Accenture spoke about Agile Change Management and the importance of integrating your change process into your Aigle process, including your task wall or kanban wall process.

Finally, closing keynote speaker Lisa Bodell offered these Eight Statements for Change that she advises organizations work to answer in the affirmative:

  1. People in our organization actively think about pushing boundaries and use trends
  2. Our employees are comfortable asking provocative questions
  3. People think on their feet
  4. People see it through
  5. We are Looking forward 5-10 years
  6. We constantly push for continual improvement
  7. We purposefully hire diverse teams
  8. We look at adjacencies and distant companies and apply best practices

The conference definitely was a whirlwind, and I’d like to thank the Change Management 2015 conference organizers for inviting me to cover the event for the Innovation Excellence audience. Hopefully they’ll have me back as a speaker next year at Change Management 2016 in Grapevine, Texas.

In 2016 my new change management content site will be in full swing and my second book for Palgrave Macmillan (@PalgraveBiz) comes out in January 2016 to highlight the best practices and next practices of organizational change and introduces the new collaborative, visual change planning toolkit. I’ve got some great guest experts lined up as contributors and am finalizing the final few sponsors and contributors in the next couple of months (along with the manuscript), so stay tuned!


Accelerate your change and transformation success

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