Tag Archives: change planning

How to Diagnose Your Change Type Before You Plan Your Approach

How to Diagnose Your Change Type Before You Plan Your Approach

by Braden Kelley and Art Inteligencia

Organizations that struggle with change almost always share one critical blind spot: they treat all change as the same. They apply the same planning process, the same communication strategy, the same timeline expectations, and the same leadership approach to a technology rollout as they would to a cultural transformation — and they wonder why results are so unpredictable.

The reality is that different types of organizational change require fundamentally different approaches. The change management process that works brilliantly for a planned, incremental process improvement will fail almost completely when applied to an unplanned structural disruption. Understanding which type of change you are actually managing — before you decide how to manage it — is one of the highest-leverage decisions a change leader can make.

This article explores how to diagnose your change type, why the diagnosis matters, and how it should shape your planning approach. For a complete treatment of all the major types of organizational change and their specific characteristics, see our definitive guide to the different types of organizational change.

The Two Dimensions That Define Change Type

Every organizational change can be positioned on two dimensions that together determine how it should be managed:

Dimension 1: Scope — Incremental vs Transformational
Incremental change improves or extends what already exists — a process becomes more efficient, a product gains a new feature, a team adds a new member. The underlying model stays intact; execution quality improves. Transformational change creates something genuinely new — a different business model, a fundamentally restructured organization, a cultural shift that requires people to behave differently in their daily work. The existing model doesn’t just improve; it changes in ways that make the past a less useful guide to the future.

Dimension 2: Origin — Planned vs Unplanned
Planned change is deliberately initiated — a leadership decision to restructure, a strategic choice to implement new technology, a deliberate effort to shift culture. Unplanned change is imposed by external events — a competitor disrupts the market, a regulation changes, a crisis forces rapid response. Planned change allows preparation; unplanned change requires adaptation.

These two dimensions create a 2×2 matrix of change types that most organizations encounter at some point — and each quadrant requires a meaningfully different management approach.

Why Most Change Programs Misdiagnose Their Change Type

The most common misdiagnosis is treating transformational change as if it were incremental — assuming that because you have a clear destination, the path there will look like a more intense version of what you’ve done before. It won’t. Transformational change requires different leadership behaviors, different communication strategies, different timelines, and a fundamentally different relationship with uncertainty than incremental change does.

The second most common misdiagnosis is treating unplanned change as if it were planned — spending time on elaborate planning processes and detailed roadmaps when the situation is actually demanding rapid adaptation. Rigorous planning is valuable. But when circumstances are changing faster than plans can track, the discipline of rapid diagnosis and agile response matters more than the discipline of comprehensive planning.

Three diagnostic questions help leaders identify which type of change they’re actually managing:

  1. Does this change require people to give up something they value — a role, a skill, a process, an identity — or just learn something new while keeping what they have? If people are losing something, you’re in transformational territory regardless of how the initiative is framed.
  2. Do we know what success looks like in enough detail to plan toward it, or are we navigating genuine uncertainty about both the destination and the path? If the answer is the latter, incremental project management tools will frustrate more than they help.
  3. How much time do we have to prepare? Planned change allows the luxury of impact assessment, stakeholder engagement, and communication planning before implementation begins. Unplanned change compresses or eliminates that preparation window — which changes what’s possible and what’s necessary.

How Change Type Should Shape Your Change Management Approach

Incremental Planned Change

This is the home territory of most formal change management methodologies. Structured planning, phased implementation, training programs, and progress metrics all work well here because the destination is known, the timeline is manageable, and the resistance — while real — is generally about disruption to habit rather than threat to identity. The risk to avoid: over-engineering the change management process for what is actually a relatively contained improvement initiative.

Transformational Planned Change

This is where most major change programs live — and where most fail. The planning feels similar to incremental change (there is a destination, there is a timeline, there is a project plan), but the human experience is categorically different. People are not just learning new skills or adjusting to new processes; they are being asked to give up aspects of how they work, what they value, and sometimes who they are professionally. This requires the full toolkit of change management — Bridges’ transition model for understanding the emotional journey, deep resistance management planning, extensive leadership modeling of the new behaviors, and sustained investment well past the technical “go live” date.

Incremental Unplanned Change

A competitive move requires a tactical response, a supplier fails and processes need adjusting, a team member departs unexpectedly. These situations require quick mobilization and clear decision-making, but the scope is contained enough that structured response is possible. The key discipline: resist the temptation to treat every unplanned change as a crisis requiring heroic leadership, which creates change fatigue and undermines the organizational resilience you need for genuinely serious disruptions.

Transformational Unplanned Change

This is the hardest category — fundamental change that arrives without the preparation window that planned transformation allows. Organizational crises, industry disruptions, regulatory upheavals. The change management principles that apply to planned transformation still matter here, but they must be compressed: faster diagnosis, faster stakeholder alignment, faster communication, and higher tolerance for making consequential decisions under genuine uncertainty. Leaders who have built strong organizational change capability through earlier planned change investments handle this category significantly better than those who haven’t.

The Role of the Change Planning Canvas™ in Diagnosing Change Type

One of the most valuable uses of the Change Planning Canvas™ — the central tool of the Human-Centered Change™ methodology — is in the earliest stages of change planning, before any tactical decisions have been made. The Canvas forces the change team to explicitly characterize the change they are managing across multiple dimensions — including scope and origin — which surfaces the diagnostic clarity that most change programs skip in the rush to action.

Teams that spend time on this diagnosis consistently make better downstream decisions: they select the right change management models, they calibrate their communication approaches to the actual emotional journey their people will experience, and they build realistic timelines that account for the full complexity of the change type they’re actually managing rather than the simpler change type they wish they were managing.

For a complete guide to the different types of organizational change and their specific characteristics, impacts, and management requirements, see our comprehensive resource: Organizational Change: The Different Types and Their Impact.

Frequently Asked Questions

How do you identify the type of organizational change you’re dealing with?

Identifying your change type starts with two diagnostic dimensions: scope (is this change incremental — improving what exists — or transformational — creating something genuinely new?) and origin (is this planned — deliberately initiated — or unplanned — imposed by external events?). Three key questions help clarify: Does this change require people to give up something they value, or just learn something new? Do we know what success looks like clearly enough to plan toward it? How much time do we have to prepare? The answers position the change in one of four quadrants — incremental planned, transformational planned, incremental unplanned, or transformational unplanned — each of which requires a meaningfully different management approach.

Why does change type matter for change management?

Change type matters because different types of organizational change require fundamentally different management approaches. The most common and costly change management mistake is treating transformational change as if it were incremental — applying structured project management and training program approaches to situations that actually require deep stakeholder engagement, leadership behavior modeling, resistance management, and sustained investment well past the technical implementation date. Misdiagnosing change type leads to under-resourcing the human dimensions of change, applying the wrong models, and building unrealistic timelines — all of which increase the probability of implementation failure.

What is the difference between incremental and transformational organizational change?

Incremental change improves or extends what already exists — processes become more efficient, products gain new features, teams add capabilities. The underlying organizational model stays intact. Transformational change creates something genuinely new that requires people to work, think, and behave differently in fundamental ways. The distinction matters practically because incremental change primarily requires skill development and habit adjustment, while transformational change also requires people to let go of something they valued — a role, an identity, a way of working — which triggers a different and more emotionally complex human response that standard project management approaches don’t address.

Image Credit: Pexels

Content Authenticity Statement: The topic area, key elements to focus on, etc. were decisions made by Braden Kelley, with a little help from Claude to clean up the article, add images and create infographics.

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Framework • 2×2 Diagnostic

How to Diagnose
Your Change Type

Two dimensions shape your approach: Scope × Origin. Locate your initiative to choose the right method, not just a bigger version of the wrong one.

Incremental: Improves what exists Transformational: Creates new Unplanned: Imposed, adapt fast
Planned Deliberately initiated, allows preparation
←   ORIGIN   →
Unplanned Imposed by external events, requires adaptation

Transformational Planned Change

Major Programs That Most Often Fail

Feels plannable but human experience is categorically different. People give up roles, identity, and ways of working.

✓ What Works
  • Bridges’ transition model
  • Deep resistance management
  • Leadership modeling
  • Sustained investment past go-live
⚠ Risk to Avoid
Treating transformational as just bigger incremental

Transformational Unplanned Change

Hardest Category

Crises, industry disruption, regulatory upheaval. Fundamental change without a preparation window.

✓ What Works
  • Compressed transformation principles
  • Faster diagnosis and alignment
  • Relentless communication
  • High tolerance for uncertainty
⚠ Risk to Avoid
Slow planning when adaptation is needed

Incremental Planned Change

Structured Improvement

Home territory for most formal methodologies. Destination known, timeline manageable.

✓ What Works
  • Phased implementation
  • Training programs
  • Progress metrics
⚠ Risk to Avoid
Over-engineering for a contained initiative

Incremental Unplanned Change

Tactical Response

Competitive move, supplier failure, unexpected departure. Contained scope but needs speed.

✓ What Works
  • Quick mobilization
  • Clear decision-making
⚠ Risk to Avoid
Treating every surprise as a crisis, creates change fatigue
Incremental Improves, model stays intact Scope ↑ Transformational Creates new, past less useful

The Tool for Planning Your 2025 Changes – Flash Sale

Holiday Sale on Charting Change

Wow! Exciting news for the new year!

My publisher is having a holiday flash sale that will allow you to get the hardcover or the digital version (eBook) of my latest best-selling book Charting Change for 50% off to arm yourself with the very best tools for 2025 change planning!

When you buy the hardcover version of my book directly from the publisher you get FREE SHIPPING worldwide!

I created the Human-Centered Change methodology to help organizations get everyone literally all on the same page for change. The 70+ visual, collaborative tools are introduced in my book Charting Change, including the powerful Change Planning Canvas™. The toolkit has been created to help organizations:

  • Beat the 70% failure rate for change programs
  • Quickly visualize, plan and execute change efforts
  • Deliver projects and change efforts on time
  • Accelerate implementation and adoption
  • Get valuable tools for a low investment

You must go to SpringerLink for this Cyber Sale:

  • The offer is valid until January 4, 2025 only using code FLSH50

Click here to get this deal using code FLSH50

Quick reminder: Everyone can download ten free tools from the Human-Centered Change methodology by going to its page on this site via the link in this sentence, and book buyers can get 26 of the 70+ tools from the Change Planning Toolkit (including the Change Planning Canvas™) by contacting me with proof of purchase.

SPECIAL BONUS: For a limited time you can also get a hardcover copy of my first best-selling book Stoking Your Innovation Bonfire on Amazon at a nice discount off the cover price – currently 44% OFF while supplies last!

*This offer is valid for English-language Springer, Palgrave & Apress books & eBooks. The discount is redeemable on link.springer.com only. Titles affected by fixed book price laws, forthcoming titles and titles temporarily not available on link.springer.com are excluded from this promotion, as are reference works, handbooks, encyclopedias, subscriptions, or bulk purchases. The currency in which your order will be invoiced depends on the billing address associated with the payment method used, not necessarily your home currency. Regional VAT/tax may apply. Promotional prices may change due to exchange rates. This offer is valid for individual customers only. Booksellers, book distributors, and institutions such as libraries and corporations please visit springernature.com/contact-us. This promotion does not work in combination with other discounts or gift cards.

Arm Yourself for Successful Change in 2025

Holiday Sale on Charting Change

Wow! Exciting news for the holidays!

My publisher is having a holiday flash sale that will allow you to get the hardcover or the digital version (eBook) of my latest best-selling book Charting Change for 30% off to slide nicely into the Christmas stocking of someone you love or to arm yourself with the very best tools for 2025 change planning!

When you buy the hardcover version of my book directly from the publisher you get FREE SHIPPING worldwide!

I created the Human-Centered Change methodology to help organizations get everyone literally all on the same page for change. The 70+ visual, collaborative tools are introduced in my book Charting Change, including the powerful Change Planning Canvas™. The toolkit has been created to help organizations:

  • Beat the 70% failure rate for change programs
  • Quickly visualize, plan and execute change efforts
  • Deliver projects and change efforts on time
  • Accelerate implementation and adoption
  • Get valuable tools for a low investment

You must go to SpringerLink for this Cyber Sale:

  • The offer is valid until December 31, 2024 only using code HOL30

Click here to get this deal using code HOL30

Quick reminder: Everyone can download ten free tools from the Human-Centered Change methodology by going to its page on this site via the link in this sentence, and book buyers can get 26 of the 70+ tools from the Change Planning Toolkit (including the Change Planning Canvas™) by contacting me with proof of purchase.

BONUS OFFER: Until the end of December 31, 2024 you can also save 30% off the regular price of a Change Planning Toolkit™ v13 – Commercial License (Annual), a $369.99 value available for $99.99/year per user, meaning that until the end of the year you can get access to the 70+ tools for all of 2025 for $69.99 using the code HOL30.

ADDITIONAL BONUS: For a limited time you can also get a hardcover copy of my first best-selling book Stoking Your Innovation Bonfire on Amazon at a nice discount off the cover price – currently 50% OFF while supplies last!

*This offer is valid for English-language Springer, Palgrave & Apress books & eBooks. The discount is redeemable on link.springer.com only. Titles affected by fixed book price laws, forthcoming titles and titles temporarily not available on link.springer.com are excluded from this promotion, as are reference works, handbooks, encyclopedias, subscriptions, or bulk purchases. The currency in which your order will be invoiced depends on the billing address associated with the payment method used, not necessarily your home currency. Regional VAT/tax may apply. Promotional prices may change due to exchange rates. This offer is valid for individual customers only. Booksellers, book distributors, and institutions such as libraries and corporations please visit springernature.com/contact-us. This promotion does not work in combination with other discounts or gift cards.

The Life of a Corporate Innovator

As Told in Three Sonnets

The Life of a Corporate Innovator

GUEST POST from Robyn Bolton

Day 1

Oh innovation, a journey just begun

A bold quest filled with challenges, risks, and dreams,

A path of creativity, knowledge and fun,

That will bring change, growth and a brighter scene.

Do not be afraid, though unknowns abound,

For greatness starts with small unsteady steps

Take courage and embrace each change that’s found,

And trust that success will be the final event.

Remember, every challenge is a chance,

To learn, grow, and shape thy future bright,

And every obstacle a valuable dance,

That helps thee forge a path that’s just and right.

So go forth, my friend, and boldly strive,

To make innovation flourish and thrive.

The Abyss (Death and Rebirth)

Fight on corporate innovator, who art so bold

And brave despite the trials that thou hast,

Thou hast persevered through promises cold,

And fought through budget cuts that came so fast.

Thou hast not faltered, nor did thou despair,

Despite the lack of resources at thy door,

Thou hast with passion, worked beyond repair,

And shown a steel spine that’s hard to ignore.

Thou art a shining example to us all,

A beacon of hope in times that are so bleak,

Thou art a hero, standing tall and strong,

And leading us to victories that we seek.

So let us celebrate thy unwavering faith,

And honor thee, innovator of great grace.

The Triumph

My dear intrapreneur, well done,

The launch of thy innovation is a feat,

A result of years of hard work, and fun,

That sets a shining example for all to meet.

Thou hast persevered through many a trial,

With unwavering determination and drive,

And now, thy hard work doth make thee smile,

As thy business doth grow and thrive.

This triumph is a testament to thee,

Of thy creativity, passion, and might,

And serves as a reminder of what can be,

When we pour our hearts into what is right.

So let us raise a glass and celebrate,

Thy success, and the joy innovation hath created!

These sonnets were created with the help of ChatGPT

Image credit: Pixabay

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Kickstarting Change and Innovation in Uncertain Times

Kickstarting Change and Innovation in Uncertain Times

GUEST POST from Janet Sernack

In our last article, we described why innovation is transformational, and why, at this moment in time, it is more important than ever to innovate. We stated that innovation-led growth is absolutely critical and that people need to be enabled and equipped to adapt, connect and collaborate in new ways to kickstart change in agile, constructive, equitable, and sustainable ways to innovate in uncertain times. Yet, our research and experience at ImagineNation™ over the past 10 years has revealed that many governments, communities, organizations, teams, and leaders, feel somewhat – but not very – confident in their readiness, competence, and capacity to change and innovate in a world of unknowns.

Six Strategies to Kickstart Change and Innovate in Uncertain Times

To help build this confidence we have identified six key strategies and the key first steps to help you focus your attention, kickstart change, and drive and execute your change and innovation initiatives, to survive, thrive, and flourish in uncertain times.

Strategy #1

Build change readiness and receptivity to survive and thrive in an uncertain world by:

  • Giving people permission and safety that allows them to accept and acknowledge the range of emotional reactions (fears), physical consequences (exhaustion), and work-life imbalances as a result of the imposed WFH environment.
  • Acknowledging how people are feeling helps them better re-balance, adapt, and become resilient by supporting them to develop a work-life balance to better connect with others, tolerate uncertainty to change, and innovate in uncertain times.
  • Challenging people’s habitual default patterns of remaining in the safety of their comfort zones, breaking habitual “business as usual” habits, inertia, and complacency.
  • Being empathic and compassionate with people’s anxieties, confusion, insecurity, and uncertainties about their futures at work, and supporting them through their personal conflicts.

Strategy #2

Allow, accept and ack knowledge people’s fears and struggles about change, help manage their anxiety, improve their productivity and attune them to the possibilities and potential opportunities in the current business environment by:

  • Providing individual and collective support to enable people to take back and refocus their attention, self-manage anxiety, and become grounded, mindful, and fully present, with self and with others.
  • Investing in time and money to enable people to unlearn, learn and relearn how to be change ready and change-receptive, and become adaptive to effectively facilitate successful business and digital transformation initiatives.
  • Helping people get familiar with the brain’s basic cognitive functions, and build the foundations to help get work done by regulating emotions, suppressing biases, switching tasks, solving complex problems, and thinking creatively.
  • Developing 21st-century skills to shift old mindsets, develop new behaviors and the reasoning, problem-solving, planning, and execution skills to initiate and sustain business, cultural and digital transformation initiatives to embed the changes and to innovate in uncertain times.
  • Developing the fundamental foresight and energizing vision to perceive innovation strategically and systemically, adopting an approach that is holistic, human, and technology-centered, to align, enable, and equip people to adapt and grow and to change and innovate in uncertain times.

Strategy #3

Make sense of innovation, and develop a common understanding and language as to what innovation means in a unique context by:

  • Developing an awareness that innovation is, in itself, a change process, and paradoxically requires rigorous and disciplined change management processes and a chaotic creative and collaborative interchange of ideas.
  • Clarifying an energizing and compelling “why” innovation is important to an overall “cause” developing a passionate purpose and a sense of urgency towards leveraging innovation to achieve long-term success, competitiveness, and growth.
  • Knowing how to both make connections and distinguish and leverage the differences between creativity, invention, and innovation.
  • Building the safety, permission, and trust that helps facilitate, educate and coach people to deal with the emotional consequences of failure, to reframe it as opportunities to encourage a culture of taking small bets to learn quickly.
  • Taking a disciplined and methodical approach to risk planning and management, that allows and encourages a culture of smart risk-taking to reduce risk adversity.
  • Creating a consistent and common understanding as to what innovation means in their unique government, community, social, organizational, leadership, or team context and creating an engaging and compelling narrative around it.

Strategy #4

Optimize the notion that innovation is transformational and leverage it as an overall energizing strategic and systemic alignment mechanism and set of processes to kickstart change by:

  • Improving engagement, energizing and maximizing people’s potential and intentionally cultivating their collective genius to learn how to execute and deliver deep change and innovate in uncertain times.
  • Aligning technological, processes and adopting a human-centered structure for change management to deliver business breakthroughs and digital transformation initiatives.
  • Breaking down silos and supporting people to collaborate; re-connect, re-energize and re-invent themselves in a disrupted world.
  • Maximizing differences and diversity that exist between people’s demographics, cultures, values, perspectives, knowledge, experiences, and skillsets to deliver their desired outcomes.
  • Learning and coaching people to adapt to survive and thrive by solving complex problems, uncertainty, instability, and trends that are constantly emerging.
  • Improving both customer centricity and the customers’ experience.
  • Building accountable, equitable, and sustainable business enterprises that people value, appreciate, and cherish.

Strategy #5

Challenge the status quo and conventional ways of perceiving innovation to unleash the possibilities and the opportunities and kickstart change that true innovation offers by:

  • Taking a strategic perspective in the longer term and the need for investment in innovation, rather than being reactive, and short-term profit-focused.
  • Developing an understanding of the different types of innovation and how they can be applied, including incremental, breakthrough, sustaining, and disruptive, depending on their strategic imperative and motivation for change, and not just focussing on making continuous and process improvements.
  • Improving trust in organizational boards and leadership decisions, reducing self-interest and eliminating corruption, and focussing on being in integrity to successfully empower people in change and innovate in uncertain times.

Strategy #6

Explore opportunities for measuring, benchmarking, and contextualizing the impact of innovation on business performance, leadership, executive team, and organizational ability to adapt, innovate and grow by:

  • Embracing new business models, developing leadership capabilities and collaborative competencies, capacities, and building people’s confidence to perceive their worlds differently, and with fresh eyes.
  • Letting go of “old” 20th century methods of diagnosing and assessing culture, based solely on the “nice to haves” rather than exploring the emerging “must haves” to enable people to survive and thrive by experimenting with new assessment tools like the OGI® and the GLI® to quantify and qualify current and potential strengths and weaknesses.
  • Using data to know what new mindsets, behaviors, and skills to embody and enact, differently to become future-fit and succeed in the 21st century, and accepting that some of these are “not nice”.
  • Cultivating an innovation culture to embed deep change, provide learning and coaching to evoke, provoke and create mindset shifts, behavior and systems changes, and radically new sets of artifacts and symbols.

Taking the first steps to change and innovate in 2023

Embracing a range of new and different strategic and systemic approaches governments, communities, organizations, teams, and leader organizations can successfully kickstart change and innovate in uncertain times.

By using this moment in time to choose to refuse to walk backward and sleepwalk through life, by simply committing to take the first baby steps in allowing and enabling people to pause, retreat, reflect and:

  • Recover from the effects of working mostly alone, from home, and online.
  • Re-balance work and home lives through reconnection and resolving loneliness and rebuilding a sense of belonging.
  • Know how to tolerate uncertainty and become resilient and adaptive.
  • Reimagine and refocus a more energizing, compelling, and sustainable future.
  • Reinvent themselves, their professions, business practices, and teams in meaningful and purposeful ways.

We can then confidently, meaningfully, and purposefully energetically engage and enroll people, mobilize and harness their collective genius, to innovate in uncertain times in ways that add value to the quality of people’s lives in ways they appreciate and cherish.

To kickstart changes that contribute effectively to global stability, security, connectedness, and sustainability in the current decade of transformation and disruption.

Find out about our collective, learning products and tools, including The Coach for Innovators, Leaders, and Teams Certified Program, presented by Janet Sernack, is a collaborative, intimate, and deeply personalized innovation coaching and learning program, supported by a global group of peers over 9-weeks, starting Tuesday, February 7, 2023.

It is a blended and transformational change and learning program that will give you a deep understanding of the language, principles, and applications of an ecosystem focus, human-centric approach, and emergent structure (Theory U) to innovation, and upskill people and teams and develop their future fitness, within your unique innovation context. Find out more about our products and tools.

Image Credit: Unsplash

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Hyper-Innovation

A Change Management Strategy for Better, Faster Ideas

Hyper-Innovation

GUEST POST from Douglas Ferguson

The nature of innovation is that it is a hyper-fluid force that is never fully predictable. A well-curated change management strategy helps to harness the power of innovative change.

Innovation plays a significant role in driving positive change, as 51% of organizations attribute their success to innovative initiatives, all of whom also experienced an 11% increase in revenue.

In this article, we trace the pathway to innovative change in the following topics:

  • The Plan for Change
  • Designing Strategies for Change
  • An Agile Approach to Transformation
  • Getting Curious About Change

The Plan for Change

In charting a course to bigger and better ideas, a clear change management strategy helps to identify a direct path forward. Creating a thoughtful change management strategy allows you to plan several steps ahead and steer change in your favor.

The most intentional change management strategies focus on proactive change. The following are key elements in creating a proactive path for change:

1. Prepare to Plan

Preparing to create a change management strategy is essentially planning to plan. As you consider the best approach to creating change, take time to map out each step of your strategy. While it may seem more effective to just dive in, remember that intentionality is the name of the game in lasting change.

2. Cultivate Transparency

Many changes are unexpected and unwanted. For this reason, many organizations make the mistake of keeping changes quiet from the rest of the team. However, this type of secrecy can sabotage your organizational transformation.

Make it a point to cultivate a sense of transparency at every level of your organization. By including all parties in your plans for change, you’ll get a head start on driving innovation. When team members feel included in major decisions like a big change, they are more likely to accept and support it going forward.

3. Encourage High Tolerance

Tolerance for change is a muscle that should be exercised. Challenge your team members to fight their resistance to change by sharing the benefits of change. Explaining “what’s in it for me” gives team members a reason to root for change while increasing their tolerance for the unknown.

4. Monitor and Measure 

Just as true change is a long-term endeavor, creating a change management strategy isn’t just a one-time event. Successful strategies for change will never be static, making monitoring and measuring key performance indicators a perpetual part of the change management process.

Design a fluid change management strategy by teaching your team to measure success, monitor potential problems, and resolve issues as efficiently as possible. This way, your strategy for change will evolve according to your needs.

Designing Strategies for Change

A design thinking change management strategy places team members at the heart of a change. This people-first approach to purposeful change lets team leaders curate a strategy with the greatest benefits for all parties involved. At Voltage Control, we explore design thinking as a change management practice to inspire the most innovative ideas, allowing team members to shape new initiatives together.

Apply design thinking to your change management strategy in the following ways:

1. Find the ‘What’ of Change

Design thinking facilitates purposeful change. Shape your change management strategy by determining the “what” of your change to inform your path to the most viable and innovative solutions.

2. Center Empathy

Successful changes tap into our emotions. Design thinking cuts to the heart of a change by prioritizing empathy from the very beginning. Harness empathy in your next change by considering your team members’ mindsets and perspectives before implementing change. Continue to research how all participants will be impacted by a change as you incorporate empathy into your change strategy.

3. Use Divergent Thinking

Employ divergent thinking in your change management strategy. Through a design-centered approach, shape a plan for change that encourages collaborative thinking, integrated innovation, and holistic decision-making.

4. Practice Constant Experimentation

Experimentation is the beating heart of design thinking. Make the strategizing process more tangible by testing new ideas and running experiments to see what works. By testing an idea on a small scale, you’ll be able to make the necessary changes to help shape your initiative for real change.

An Agile Approach to Transformation

An agile approach to change management zeroes in on a faster, more urgent need for transformation. Agile principles offer a valid framework for transformation. Agile is tailor-made for systemic problem-solving, allowing team members to find the most groundbreaking solutions to the most persistent problem.

According to Carie Davis, a corporate innovation specialist, inventing new methods for problem-solving is the key to driving innovative change. Regardless of how powerful an initial initiative is, lasting change won’t take hold until it truly transforms an organization. For this reason, Davis suggests that businesses initiate long-term shifts by starting small and by making little changes at the core of the company. These smaller changes are a key part of Agile change management strategy and are instrumental in catalyzing lasting transformation.

Consider applying agile methodology to your change strategy in the following ways:

1. Go Lean

  • Focus on a change strategy that provides increased value and positive change. Going lean allows for rapid transformation by limiting factors that waste resources, energy, and time.

2. Practice Continuous Improvement

  • Agile champions continuous improvement through small changes over time. These small changes lead to the most significant shifts.

3. Encourage Employee Authorship

  • Innovative change doesn’t happen with a top-down approach. Create an agile-informed change management strategy by bringing your employees into the decision-making process. This way, all team members can determine the most pressing areas for improvement and make meaningful contributions as they work together to co-create the next change.
  • 4. Practice Reflective Improvement 

  • In shaping a change management strategy to grow with your organization, practicing reflective improvement guarantees consistent long-term change. Regularly evaluate your organization’s performance and initiatives as you continue to shape your change management strategy into a better, leaner plan.
  • Getting Curious About Change

    In designing the most innovative change management strategy, don’t forget to consider a sense of curiosity. Thrive through change and drive innovation by cultivating a curious desire to be better than ever.

    Research shows that curiosity allows us to welcome new experiences with less defensiveness and aggressiveness. By responding to the unknown in uniquely positive and inquisitive ways, your teams can dream up the most imaginative solutions on their path to lasting change.

    In addition to helping teams accept change, facilitating a sense of curiosity is an essential component in designing an innovative workplace. In creating a culture of curiosity, you’ll encourage team members to become change agents themselves. With a desire to learn more, be more, and do more, you’ll be able to reframe the potential pitfalls of change and the fears that come with it as an opportunity to get better and better.

    Innovation and change are infinitely interconnected. Harness the power of both by designing a change management strategy that continues to transform your organization in the best ways possible. Explore our offerings to learn more about taking change management to the next level.

    Image credit: Pixabay

    Article first seen at VoltageControl.com 

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    Why is it important to innovate in 2023?

    Why is it important to innovate in 2023?

    GUEST POST from Janet Sernack

    At ImagineNation™ we have just celebrated 10 years as a global innovation consultancy, learning, and coaching company. During this time, we’ve identified some of the common patterns that people demonstrate as a result of feeling uncomfortable, frozen, inert, stubborn, and confused and as a result, are resistant to innovation. Where many organizations, teams, and leaders appear to walk backward as if they are sleepwalking through this time in their lives.

    At the same time, we know that innovation is transformational, and why, at this moment in time, it is more important than ever to create, invent and innovate. We also know that is crucial to be better balanced, resilient, and adaptive to grow and flow, survive and thrive, in today’s chaotic BANI environment. We also know exactly what transformative innovation involves, and how to enable and equip people to connect and collaborate in new ways to effect constructive and sustainable change in a world of unknowns.

    Innovation is, in fact, the water of life!

    Shaping the next normal

    According to a recent article by McKinsey and Co “The future is not what it used to be: Thoughts on the shape of the next normal” the coronavirus crisis is a “world-changing event” which is forcing both the pace and scale of workplace innovation.

    Stating that businesses are forced to do more with less and that many are finding better, simpler, less expensive, and faster ways to operate.  Describing how innovative health systems, through necessity, constraints, and adversity have exploited this moment in time, to innovate:

    “The urgency of addressing COVID-19 has also led to innovations in biotech, vaccine development, and the regulatory regimes that govern drug development so that treatments can be approved and tried faster. In many countries, health systems have been hard to reform; this crisis has made the difficulty much easier to achieve. The result should be a more resilient, responsive, and effective health system”.

    We all know that it is impossible to know what will happen in the future and yet, that it is possible to consider and learn from the lessons of the past, both distant and recent.  On that basis, it’s crucial to take time out, be hopeful, and positive, and think optimistically about the future. To be proactive and innovate to shape the kind of future we all wish to have, through making constructive and sustainable changes, that ultimately contribute to the common good.

    Strategically deciding to innovate

    Strategically deciding to innovate, is the first, mandatory, powerful, and impactful lever organizations, teams, leaders, and individuals can pull to effect constructive and sustainable change that enables people to execute and deliver real benefits:

    • Deal with, and find solutions to a world full of complex and competing social, civic, and political problems that are hard to solve and aren’t going away.
    • Better adapt, respond to, and be agile in fast-changing circumstances, uncertainty, instability, and to random and unexpected Black Swan events, like the global Covid-19 Pandemic and the Russian-Ukraine war.
    • Become human-centric to help people recover and manage their transition through the challenges of the global pandemic and enable them to exploit the range of accelerating technological advances in the digital age.
    • Develop corporate responsibility, sustainability, diversity, and inclusion strategies that are practical and can work and really deliver on their promises.
    • Compete by applying and experimenting with lean and agile start-up methodologies and take advantage of the opportunities and possibilities of the global entrepreneurship movement’s new models for leadership, collaboration, and experimentation.
    • Align to the range of changing workplace dynamics and trends, resulting from the pandemic, including WFH, the “soft resignation” and the demands of a hybrid workplace.
    • Shift individual, group, and collective consciousness towards collaboration and experimentation in ways that rebuild the trust that has been lost through incompetence, corruption, greed, and dishonesty.
    • Respond creatively to meet the increasingly diverse range of customer expectations and choices being made around value.

    Important to innovate – three elements

    To take advantage of living in a globalized world, where we are interconnected through technologies and values and where we have an interrelated structure of reality, we can:

    • Accept that innovation-led adaptation and growth are absolutely critical and develop targets and a willingness to invest in new scalable business models, achieve fast and effective developments, and launch processes to reflect these.
    • Invest in a coherent, time-risk balanced portfolio of initiatives and provide the resources to deliver them, at scale, strategically, to innovate to the right market, at the right price, at the right time, and through the most effective channels.
    • Adopt an ecosystem approach to adapt and grow by creating and capitalizing on both internal and external networks, and stakeholder management through developing workforce ecosystems – a structure that consists of interdependent actors, from within the organization and beyond, working to pursue both individual and collective goals.

    Problem-solving, cultural change, and improving people’s lives

    It is more important than ever to make innovation transformational, so that it delivers constructive, ethical, and sustainable change, by building on three critical successful abilities:

    1. Seeing and sensing the real systemic problem or breakthrough opportunity:
    • What problem are we solving? And is there a customer who wants to pay to have that problem solved?
    • What problem are we solving for the customer? Who needs this?
    • What are the possibilities and opportunities available to us? And is there a customer who wants to pay to have this opportunity realized?
    • What are some of our strengths? What are some of the things we are doing well that we can build upon or exploit?
    1. Shifting the culture:
    • Where are we today? Where do we want to be in the future?
    • What are our prevailing mindsets? How can we measure and contextualize their impact? What mindsets might we embrace to adapt and grow in an uncertain world?
    • How ready and receptive are we to really embrace change?
    • What do we need to unlearn and relearn to ensure our people are open-minded, hearted, and willed to embody and enact the desired change?
    • How engaged and passionate are our people in problem-solving?
    • How might we harness our people’s collective intelligence to solve problems and realize opportunities?
    1. Aligning technologies, processes, artifacts, and behaviors as a holistic system:
    • What is our appetite for risk? How do we define risk in our context?
    • What type of innovation do we strategically want to plan for and engage in?
    • What old legacy technologies no longer serve your needs? What new technologies might you be willing to invest in for the future?
    • What disciplines are in place to ensure that people have a common understanding of the key processes and comply with managing them?
    • How are we ensuring that everyone is motivated and skilled to innovate?
    • How are we ensuring that people are acknowledged, rewarded, and organized to repeatedly innovate?
    • What are the key mindsets and behaviours that enable and equip people to embody and embrace repeatedly innovate and design solutions with the end customer in mind?

    Become an adaptive and resilient difference maker

    As many of us are aware, Toys R Us and Blockbuster were huge companies, that enjoyed massive success; however, this was all brought to an end due to their failure to innovate.

    We can all avoid this fate by choosing to innovate and create constructive and sustainable change through:

    • Accepting and acknowledging that to survive and thrive in a BANI world, where necessity is still the mother of all invention, and the urgency to do this is more important than ever.
    • Identifying, understanding, and dealing with our own resistance to innovation, safely and proactively, and transforming resistance into resilience, to be adaptive and safely innovate.
    • Understanding where we are today and then assessing the gap to what we want to be in the future, and mitigating the risks of both closing the gap and leaving the gap wide open.
    • Enabling leaders, teams, and individuals to connect, explore, discover and navigate new ways of approaching and delivering commercially viable, value-adding, constructive and sustainable change, and outcomes.
    • Leveraging innovation to transform an organization, a business, the way people lead and team, to improve the quality of people’s lives in ways they appreciate and cherish.

    “In order to transcend mere adequacy and make a mark of creative transcendence on the world, organizations need to stop walking backward, following a trail that has already been blazed. The motto of the British Special Air Service is, “Who dares, wins.” It is time for businesses to be bold, inspired, and look to the horizon. The next great innovation is out there. Will you have the guts to create it?”

    Will you make a fundamental choice to innovate?

    According to McKinsey and Co “The point is that where the world lands is a matter of choice – of countless decisions to be made by individuals, companies, governments, and institutions”.

    Will you make a fundamental choice to use the current crisis to lead to a burst of innovation, productivity, resilience, and exploration in 2023, to take advantage of our connected world to create the constructive and sustainable changes we all want to have?

    Or will you continue walking backward and sleepwalking through life, and fail to take advantage of this moment in time, to innovate, and continue life with the same thinking that is causing the current range of results, that many of us don’t want to have?

    Find out more about our work at ImagineNation™

    Find out about our collective, learning products and tools, including The Coach for Innovators, Leaders, and Teams Certified Program, presented by Janet Sernack, is a collaborative, intimate, and deeply personalized innovation coaching and learning program, supported by a global group of peers over 9-weeks, starting Tuesday, February 7, 2023.

    It is a blended and transformational change and learning program that will give you a deep understanding of the language, principles, and applications of an ecosystem focus, human-centric approach, and emergent structure (Theory U) to innovation, and upskill people and teams and develop their future fitness, within your unique innovation context. Find out more about our products and tools

    Image Credit: Unsplash

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    Forbidden Truth About Innovation

    Forbidden Truth About Innovation

    GUEST POST from Robyn Bolton

    If you heard it once, you heard it a thousand times:

    • Big companies can’t innovate
    • We need to innovate before we get too big and slow
    • Startups are innovative. Big companies are dinosaurs. They can’t innovate.

    And yet you persevere because you know the truth:

    Big companies CAN innovate.

    They CHOOSE not to.

    Using Innovation to drive growth is a choice.

    Just like choosing to grow through acquisition or expansion into new markets is a choice.

    All those choices are complex, uncertain, and risky. In fact:

    Hold on. The odds of failure are the same!

    All three growth drivers have similar failure rates, but no one says, “Big companies can’t acquire things” or “Big companies can’t expand into new markets.”

    We expect big companies to engage in acquisitions and market expansion.

    Failed acquisitions and market expansions prove us (or at least our expectations) wrong. Because we don’t like being wrong, we study our failures so that we can change, improve, and increase our odds of success next time.

    We expect big companies to fail at innovation.

    In this case, failure proves us right. We love being right, so we shrug and say, “Big companies can’t innovate.”

    We let big companies off the hook.

    Why are our expectations so different?

    Since the dawn of commerce, businesses engaged in innovation, acquisitions, and market expansion. But innovation is different from M&A and market expansion in three fundamental ways:

    1. Innovation is “new” – Even though businesses have engaged in innovation, acquisitions, and market expansion since the very earliest days of commerce, innovation only recently became a topic worthy of discussion, study, and investment. In fact, it wasn’t until the 1960s that Innovation was recognized as worthy of research and deliberate investment.
    2. Innovation starts small – Unlike acquisitions and new markets that can be easily sized and forecasted, in the early days of an innovation, it’s hard to know how big it could be.
    3. Innovation takes time – Innovation doesn’t come with a predictable launch date. Even its possible launch date is usually 3 to 5 years away, unlike acquisition closing dates that are often within a year.

    What can we do about this?

    We can’t change what innovation is (new, small, and slow at the start), but we can change our expectations.

    • Finish the sentence – “Big companies can’t innovate” absolves companies of the responsibility to make a good-faith effort to try to innovate by making their struggles an unavoidable consequence of their size. But it’s not inevitable, and continuing the sentence proves it. Saying “Big companies can’t innovate because…”  forces people to acknowledge the root causes of companies’ innovation struggles. In many ways, this was the great A-HA! of The Innovator’s Dilemma: Big companies can’t innovate because their focus on providing better (and more expensive) solutions to their best customers results in them ceding the low-end of the market and non-consumers to other companies.
    • Be honest – Once you’ve identified the root cause, you can choose to do something different (and get different results) or do everything the same (and get the same results). If you choose to keep doing the same things in the same ways, that’s fine. Own the decision.
    • Change your choice. Change your expectations – If you do choose to do things differently, address the root causes, and resolve the barriers, then walk the talk. Stop expecting innovation to fail and start expecting it to be as successful as your acquisition and market expansion efforts. Stop investing two people and $10 in innovation and start investing the same quantity and quality of resources as you invest and other growth efforts.
    • The first step in change is admitting that change is needed. When we accept that “big companies can’t innovate” simply because they’re big, we absolve them of their responsibility to follow through on proclamations and strategies about the importance of innovation as a strategic driver of growth.

    It’s time to acknowledge that innovation (or lack thereof) is a choice and expect companies to own that choice and act and invest accordingly.

    After all, would it be great to stop persevering and start innovating?

    Image credit: Pixabay

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    Making Innovation the Way We Do Business (easy as ABC)

    Making Innovation the Way We Do Business (easy as ABC)

    GUEST POST from Robyn Bolton

    “We need to be more innovative.”

    How many times have you said or heard that? It’s how most innovation efforts start. It’s a statement that reflects leaders’ genuine desire to return to the “good ol’ days” when the company routinely created and launched new products and enjoyed the publicity and growth that followed.

    But what does it mean to be more innovative?

    Innovation’s ABCs

    A is for Architecture

    Architecture includes most of the elements people think of when they start the work to become more innovative – strategy, structure, processes, metrics, governance, and incentives.

    Each of these elements answers fundamental questions:

    • Strategy: Why is innovation important? How does it contribute to our overall strategy?
    • Structure: Who does the work of innovation?
    • Process: How is the work done?
    • Metrics: How will we know when we’re successful? How will we measure progress?
    • Governance: Who makes decisions? How and when are decisions made?
    • Incentives: Why should people invest their time, money, and political capital? How will they be rewarded?

    When it comes to your business, you can answer all these questions. The same is true if you’re serious about innovation. If you can’t answer the questions, you have work to do. If you don’t want to do the work, then you don’t want to be innovative. You want to look innovative*.

    B is for Behavior

    Innovation isn’t an idea problem. It’s a leadership problem.

    Leaders that talk about innovation, delegate it to subordinates and routinely pull resources from innovation to “shore up” current operations don’t want to be innovative. They want to look innovative.

    Leaders who roll up their sleeves and work alongside innovation teams, ask questions and listen with open minds, and invest and protect innovation resources want to be innovative.

    To be fair, it’s incredibly challenging to be a great leader of both innovation and operations. It’s the equivalent of writing equally well with your right and left hands. But it is possible. More importantly, it’s essential.

    C is for Culture

    Culture is invisible, pervasive, and personal. It is also the make-or-break factor for innovation because it surrounds innovation architecture, teams, and leaders.

    Culture can expand to encourage and support exploration, creativity, and risk-taking. Or it can constrict, unleashing antibodies that swarm, suffocate, and kill anything that threatens the status quo.

    Trying to control or change culture is like trying to hold water in your fist. But if you let go just a bit, create the right conditions, and wait patiently, change is possible.

    Easy as 123

    The most common mistake executives make in the pursuit of being “more innovative” is that they focus on only A or only B or only C.  But, as I always tell my clients, the answer is “and, not or.”

    1. Start with Architecture because it’s logical, rational, and produces tangible outputs like org charts, process flows, and instruction manuals filled with templates and tools. Architecture is comforting because it helps us know what to do and how.
    2. Use Architecture to encourage Behavior because the best way to learn something is to do it. With Architecture in place (but well before it’s finished), bring leaders into the work – talking to customers, sharing their ideas, and creating prototypes. When leaders do the work of innovation, they quickly realize what’s possible (and what’s not) and are open to learning how to engage (behave) in a way that supports innovation.
    3. Leverage Architecture and Behavior to engage Culture by creating the artifacts, rituals, and evidence that innovation can happen in your company, is happening and will continue to happen. As people see “innovation” evolve from a buzzword to a small investment to “the way we do business,” their skepticism will fade, and their support will grow.

    Just like the Jackson 5 said

    ABC, It’s easy a 123

    Architecture, behavior, culture – they’re all essential to enabling an innovation capability that repeatedly creates new revenue.

    And while starting with architecture, building new leadership behaviors, and investing until the culture changes isn’t easy, it’s the 123 steps required to “be more innovative.”

    Image credit: Wikimedia Commons

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    Four Things You Need to Succeed in The Good Place

    Four Things You Need to Succeed in The Good Place

    GUEST POST from Robyn Bolton

    You have, no doubt, seen the design squiggle. The ubiquitous scribble is all loopy and knotty in the beginning until it finally sorts itself into a straight line by the end.

    It illustrates the design process – “the journey of researching, uncovering insights, generating creative concepts, iteration of prototypes and eventually concluding in one single designed solution” – and its elegant simplicity has led it to be adopted by all sorts of other disciplines, including innovation.

    But when I showed it to a client, her immediate response was, “It’s Jeremy Bearimy!”*

    Wha????

    And that is how I discovered The Good Place, a sitcom about four humans who die, go to The Good Place, and struggle to learn what it means to be good.

    The show, created by Michael Schur of The Office and Parks and Recreation fame, is a brilliant treatise on ethics and moral philosophy. It also contains valuable wisdom about what innovators need to succeed.

    Questions

    With all due respect, “It’s the way it’s always been done” is an excuse that’s been used for hundreds of years to justify racism, misogyny…

    Tahani Al-Jamil

    This quote was a gut punch from the show’s fourth and final season. As innovators, we often hear people ask why change is needed. “If it ain’t broke, don’t fix it!” they proclaim.

    But sometimes it is broke, and we don’t know it. At the very least, it can always be better.

    So, while “it’s the way it’s always been done” at your company probably (hopefully) doesn’t include racism, misogyny, sexism, and other genuinely horrible things, framing the status quo as an enabler of those horrors is a harsh wake-up call to the dangers of an unquestioning commitment to continuing to do things the way they’ve always been done.

    Decisions (not just Ideas)

    If you’re always frozen in fear and taking too long to figure out what to do, you’ll miss your opportunity, and maybe get sucked into the propeller of a swamp boat.

    Jason Mendoza

    Even though Jason Mendoza is the resident idiot of The Good Place, he occasionally (and very accidentally) has moments of profound insight. This one to a situation that innovators are all too familiar with – analysis paralysis.

    How often do requests for more data, more (or more relevant) benchmarks, or input from more people slow down decisions and progress? These requests are rarely rooted in doubt about the data, benchmarks, or information you presented. They are rooted in fear – the fear of making the wrong decision, being blamed or shamed, and losing a reputation or even a job.

    But worse than being wrong, blamed, shamed, or unemployed is missing an opportunity to radically improve your business, team, or even the world. It’s the business equivalent of getting sucked into the propeller of a swamp boat.

    Actions (not just decisions)

    In football, trying to run out the clock and hoping for the best never works. It’s called “prevent defense.” You don’t take any chances and just try and hold on to your lead. But prevent defense just PREVENTS you from winning! It’s always better to try something.

    Jason Mendoza

    Jason does it again, this time invoking a lesson learned from his beloved Jacksonville Jaguars.

    Few companies publicly admit to adopting a prevent defense, even though most companies engage in it. They play prevent defense when they don’t invest in innovation, focus exclusively on maintaining or incrementally improving what they currently do, or confine their innovation efforts to events like hackathons and shark tanks.

    Incremental improvements and innovation theater keep you competitive. But they won’t get you ahead of the competition or make you a leader in your industry. In fact, they prevent it by making you feel good and safe when you’re really just running out the clock.

    Perseverance

    Come on, you know how this works. You fail and then you try something else. And you fail again and again, and you fail a thousand times, and you keep trying because maybe the 1,001st idea might work. Now, I’m gonna and try to find our 1,001st idea.

    Michael

    It’s hard to explain this quote without sharing massive spoilers, so let’s just say that The Good Place is an experiment that fails. A lot.

    But it’s also an experiment that generates profound learning and universe-altering changes, things that would not have been possible without the failures.

    Yes, smart innovators know when to kill a project. They also know when to try one more time. Wise innovators know the difference.

    One final bit of wisdom

    Innovation is hard. You will run into more resistance than expected, and things will rarely work out as planned. As long as you keep trying and learning, you won’t fail.

    To paraphrase Jason Mendoza (again), you’re not a failed innovator, you’re pre-successful.

    *For those of you who are, like I was, unfamiliar with Jeremy Bearimy, here’s a clip explaining it (WARNING: SPOILERS)

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