Tag Archives: digital transformation

Co-creating Future-fit Organizations

Co-creating Future-fit Organizations

GUEST POST from Janet Sernack

In our second blog in this series of three, we opened the door to a threshold for a new kind of co-creative, collaborative and cohesive team spirit that catalyzes change through “innovation evangelism”. Focusing on building both internal and external talent, through empowering, equipping, and enabling internally cohesive and effective innovation teams.  They apply their collaborative and collective intelligence towards initiating open innovation initiatives co-creating future-fit organizations that are human-centric, adaptive, engaging, inclusive, collaborative, innovative, accountable, and digitally enabled.

Innovation evangelists are change catalysts who courageously experiment with different business models and processes, to crowdsource broad and deep innovation capabilities. Usually in new ways that breakthrough corporate antibodies and barriers and deliver sustainable, meaningful, and purposeful change.  Where, according to the recent Ideascale “Crowd Sourced Innovation Report 2021”crowdsourced innovation capabilities have grown and innovation output indicators like implementation rate and time to implement have improved. In fact, businesses that were able to rapidly adapt and focus on innovation(in 2020) are poised to outperform their peers in the coming years”.

Innovation teams don’t innovate

The purpose of an innovation team is to create a safe environment that unlocks organizational and its key external stakeholder’s collective intelligence and innovation agility (capacity, competence, and confidence) to build the capability to change as fast as change itself.

Where the goal is to create a high performing, connected, and networked workplace culture where people:

  • Understand and practice the common language of innovation, what exactly it means in their organizational context, as well as exactly what value means to current and potential customers as well as to the organization,
  • Develop a shared narrative or story about why innovation is crucial towards initiating and sustaining future success,
  • Have the time and space to deeply connect, collaborate, and co-create value, internally and externally with customers, suppliers, and other primary connection points to build external talent communities and value-adding ecosystems,
  • Maximize differences and diversity of thought within customers as well as within communities and ecosystems,
  • Generate urgency and creative energy to innovate faster than competitors,
  • Feel safe and have permission to freely share ideas, wisdom, knowledge, information, resources, and perspectives, with customers as well as across communities and ecosystems.

How innovation teams learn and develop

Sustaining success in today’s uncertain, unstable, and highly competitive business environment is becoming increasingly dependent on people’s and team’s abilities to deeply learn, adapt and grow. Yet most people and a large number of organizations don’t yet seem to value learning and adaptiveness as performance improvement enablers, especially in enabling people and teams to thrive in a disruptive world.  Nor do they understand how people learn, nor how to strategically develop peoples’ learning agility towards potentially co-creating future-fit organizations that sustain high-impact in VUCA times.

At ImagineNation™ we have integrated the four E’s of learning at work; Education, Experience, Environment, and Exposure with 12 key determining factors for co-creating future-fit organizations that sustain high-impact in VUCA times through our innovation team development, change, learning, and coaching programs.

Case Study Example

  1. Educational customisation and alignment

After conducting desktop research and key stakeholder sensing interviews, we customized our innovation education curriculum specifically to align with the learning needs of the innovation team.

We aligned the program design to the organization’s strategic imperatives, values, and leadership behaviors, we reviewed the results of the previous culture, climate and engagement surveys, as well as the range of business transformation initiatives. We then applied design thinking principles to “bring to life” the trends emerging, diverging, and converging in our client’s and their customer’s industry sectors.

Focusing on:

  • enabling people to perform well in their current roles,
  • building people’s long-term career success,
  • developing their long-term team leadership and membership development capabilities,
  • laying the foundations for impacting collectively towards co-creating future-fit organizations.
  1. Experiential learning a virtual and remote environment

We designed and offered a diverse and engaging set of high-value learning and development experiences that included a range of stretch and breakthrough assignments as part of their personal and team development process.

Focusing on:

  • encouraging people to engage in a set of daily reflective practices,
  • offering a series of customized agile macro learning blended learning options, that could be viewed or consumed over short periods of time,
  • engaging playful activities and skills practice sessions, with structured feedback and debrief discussions,
  • providing an aligned leadership growth individual and team assessment process,
  • introducing key criteria for establishing effective team cohesion and collaboration,
  • linking team action learning activities and evidence-based assignments to their strategic mandate ensuring their collective contribution towards co-creating future-fit organizations.
  1. Environment to support and encourage deep learning

We aimed at creating permission, tolerance, and a safe learning environment for people to pause, retreat, reflect, and respond authentically and effectively, to ultimately engage and upskill people in new ways of being, thinking, and acting towards co-creating future-fit organizations.

Focusing on:

  • developing peoples discomfort resilience and change readiness,
  • encouraging people to be empathic, courageous, and compassionate with one another, to customers as well as to those they were seeking to persuade and influence,
  • allowing and expecting mistakes to be made and valued as learning opportunities and encouraging smart risk-taking,
  • reinforcing individual learning as personal responsibility and team learning as a mutual responsibility and establishing a learning buddy system to support accountability,
  • offering a series of one-on-one individual coaching sessions to set individual goals and support people and the teams’ “on the job” applications.
  1. Exposure to different and diverse learning modalities

We designed a range of immersive microlearning bots by providing regular, consistent, linked, multimedia learning options and a constantly changing range of different and diverse learning modalities.

Focusing on:

  • providing an informative and targeted reading list and set of website links,
  • setting a series of coordinated thought leading webinars, videos, podcasts, and magazine articles aligned to deliver the desired learning outcomes,
  • outlining fortnightly targeted team application and reinforcement tasks,
  • helping the team to collaborate and set and communicate their passionate purpose, story, and key outputs to the organization to build their credibility and self-efficacy,
  • designing bespoke culture change initiatives that the innovation team could catalyse across the organization to shift mindsets and behaviors to make innovation a habit for everyone, every day.

Collectively contributing to the good of the whole

Co-creating future-fit organizations require creativity, compassion, and courage to co-create the space and freedom to discuss mistakes, ask questions, and experiment with new ideas. To catalyse change and help shift the workplace culture as well as crowdsource possibilities through open innovation.

In ways, that are truly collaborative, and energize, catalyze, harness, and mobilize people’s and customers’ collective genius, in ways that are appreciated and cherished by all. To ultimately collectively co-create a future-fit organization that contributes to an improved future, for customers, stakeholders, leaders, teams, organizations as well as for the good of the whole.

This is the final blog in a series of three about catalyzing change through innovation teams, why innovation teams are important in catalyzing culture change, and what an innovation team does, and how they collectively contribute toward co-creating the future-fit organization.

Find out about our learning products and tools, including The Coach for Innovators Certified Program, a collaborative, intimate, and deep personalized innovation coaching and learning program, supported by a global group of peers over 8-weeks, starting Tuesday, October 19, 2021.

It is a blended and transformational change and learning program that will give you a deep understanding of the language, principles, and applications of a human-centred approach and emergent structure (Theory U) to innovation, within your unique context. Find out more

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Digital Transformation – Ask Me Anything on LinkedIn

Digital Transformation - Ask Me Anything on LinkedIn

Ask Me Anything on LinkedIn about Digital Transformation

On Tuesday, August 31, 2021 at 11am EDT I will we be hosting an Ask Me Anything session on LinkedIn about Digital Transformation.

To participate in this first in a series of virtual office hours, you only need do two things:

  1. Follow me on LinkedIn
  2. Visit my LinkedIn profile at 11am EDT this Tuesday, August 31, 2001 and post a comment on the 11am EDT post with your question and I will answer it!

I’ve written extensively about Digital Transformation for a number of publications including CEO World, the HCL Technologies Blog, and of course Human-Centered Change and Innovation. Please feel free to check out some of my writings to inspire your questions August 31st at 11am EDT!

Join me with your questions Tuesday, August 31, 2021 at 11am EDT on LinkedIn!
(watch for the post and add your question as a comment)

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Why so much medical technoskepticism?

Why so much medical technoskepticism?

Guest Post from Arlen Meyers

Medicine has transitioned from high touch to high tech to low trust. The explosion of post COVID technology “innovations” is leaving a wake of skepticism from the healing class.

As noted, Covid-19 let virtual medicine out of the bottle. Now it’s time to tame it. If we don’t, there is a danger that it will stealthily become a mainstay of our medical care. Deploying it too widely or too quickly risks poorer care, inequities and even more outrageous charges in a system already infamous for big bills.

Medical technoscepticism is driven by:

  1. Unresolved conflicts between the ethics of medicine and the ethics of business
  2. False promises and marketing hype
  3. Resistance to change
  4. Faulty thinking leading to technology adoption errors
  5. The halo from BIG TECH shenanigans and the resulting distrust
  6. Social media misinformation and infodemics
  7. Not addressing the needs of end user healthcare professionals and what they value
  8. Rules, legislation and administrative mandates and that interfere with dissemination and implementation and the resulting unintended consequences
  9. Inequitable access and lack of clinical validation to solutions
  10. Inadequate professional and patient education and training about present and future medical technologies and their value
  11. Fear about artificial intelligence and its effect on society
  12. Security, privacy and confidentiality concerns

The pandemic resulted in an increase in virtual care.  But its place and value in the post-pandemic world is up in the air. To help policymakers, payers, providers assess the  various ways in which virtual care programs could have a positive impact for patients, clinicians, payers, and society going forward, the American Medical Association and Manatt Health developed a framework. It can be used by care providers to develop and evaluate new digitally-enabled-care models, by payers to inform coverage and payment decisions, and by policymakers to establish regulations.

Much like addressing vaccine skepticism, technoskepticism will require a multipronged approach. . Maybe you should just take all those worthless vitamins and supplements and forget about all the technology snake oil.

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Catalysing Change Through Innovation Teams

Catalysing Change Through Innovation Teams

Guest Post from Janet Sernack

What makes Israel so innovative? And what has this got to do with teaming? One of the key discoveries, we made, almost ten years ago, when we relocated to Israel, was the power of its innovation eco-system – the result of a collaboration between the state, venture capital firms, successful entrepreneurs, educational system, business system, incubators, and accelerators. Reinforcing and validating the importance and role of collaboration, where a range of new, inspirational, and adaptive models that lean into complexity and catalyze and embed innovative workplace culture changes, have emerged. Where some organizations have strategically and systemically, courageously invested in applying these new models internally, in catalyzing change through innovation teams.

Transform creative discoveries

Innovation teams transform creative discoveries and ideas into new platforms and business models in timely, agile, and disciplined ways that bring significant value to the market and organization. Who, according to Nick Udall, CEO and co-founder of nowhere, effectively deliver the desired step-changes, breakthrough innovations, and organizational transformation, in ways that “move beyond what we know and step into the unknown, where the relationship between cause and effect is more ambiguous, hidden, subtle and multi-dimensional.”

New collaborative models

The range of new collaborative models, include teams and teaming, tribes, collectives, and eco-systems, are all designed to help organizations innovate in turbulent times.

Where they empower and enable everyone to be involved in innovating, and in responding to the diverse assortment of complex challenges emerging from the Covid-19 crises. They also empower and enable people to co-sense and co-create inventive solutions to the range of “complex” challenges, in ways that potentially engineer 21st-century adaptability, growth, success, and sustainability, in countries, communities, and organizations.

Capacity to change

Groups, teams, and teaming are now the “DNA of cultures of innovation”, who fuel organizations, with an “evolutionary advantage – the capacity to change as fast as change itself.” As we transition from our pre-Covid-19 conventional business-as-usual “normals”, organizations have the opportunity to adapt to the high levels of ambiguity by leveraging their peoples’ collective genius.

Utilizing innovation teams to multiply their value and co-create innovation cultures that catalyze growth, in the post-Covid-19 world through:

  • Emerging and exploring possibilities
  • Discovering creative opportunities
  • Making strategic decisions
  • Incubating and accelerating new ideas.

Realm of the creative team

According to Dr. Nick Udall in “Riding the Creativity Roller-Coaster” – creative teams embrace and work with the unknown, intangible, invisible, the unconscious and the implicate, that their key challenges are “to wander with wonder into the unknown.”

Through cultivating a 21st-century skill set, including – attending and observing, questioning, listening and differing, risk-taking and experimenting, and teaming and networking that enables them to be, think and act differently.

Catalyzing change through innovation teams involves creating a culture of innovation, which according to the authors of “Eat, Sleep, Innovate” – is one in which (mindsets) and behaviors that drive innovation come naturally.

Where creative teams are formed around a Passionate Purpose, that propels them into the unknown, in an unpredictable world, where they connect and stretch with cognitive dissonance and creative tension, through developing discomfort resilience. To co-create collective breakthroughs that shift them beyond managing the probable, toward leading what’s possible.

Role of collective mindsets and behaviors

One of the key elements that we can intentionally cultivate is our ability to develop habits that build our mental toughness and emotional agility to cope with stress and adversity, at the same time, paradoxically, create, invent and innovate.

The one thing that we can all control, and is controllable, are our individual and collective mindsets – how we think, feel and choose to act, in solving complex problems, performing and innovating, to dance on the edges of our comfort zones, in the face of the kinds of uncertainties we confront today.

Challenges in creating a culture of innovation 

Our research at ImagineNation™ has found that many organizations are disappointed and disillusioned with many of the conventional approaches to effecting culture change, largely because of variables including:

  • Confusion between the role of climate, culture, and engagement assessments and processes, knowing which one aligns to their purpose, strategy, and goals and delivers the greatest and most relevant value.
  • The typically large financial investment that is required to fund them.
  • The time it takes to design or customize, and implement them.
  • The complexity of tools and processes available that are involved in contextualizing and measuring desired changes.
  • Designating responsibility and accountability for role modeling, leading, and implementing the desired changes.
  • Building peoples’ readiness and receptivity to the desired change.
  • Efforts are required in removing the systemic blockers to change.
  • Designing and delivering the most appropriate change and learning interventions.
  • The false promises of “innovation theatre”.
  • The time it takes to reap desired results, often years.

In response to our client’s need for speedy, cost-effective, and simple, internal and collaborative culture change initiatives, we developed an integrated, simple, yet profoundly effective approach that integrates three powerful streams for catalyzing change through innovation teams:

  1. Team development and teaming skills
  2. Education and learning interventions
  3. Coaching and mentoring initiatives

By taking these variables into account, focussing on building the internal capability, and offering a different and fresh perspective towards catalyzing change through innovation teams.

Creating a culture of innovation – the innovation team 

We took inspiration from our 32 years of collective knowledge, wisdom, and experience across the domains of change management, culture, leadership, and team development as well as from our 8 years of iterating and pivoting our approach to the People Side of Innovation.

Coupling this with our extensive research sources, we developed and customized a team-based action and blended learning and coaching methodology for innovation teams, described as:

  • Change catalysts who operate with senior leadership sponsorship, empowered and equipped to trigger internal change management, engagement, and learning initiatives.
  • Teachers, coaches, and mentors who provide coaching and mentoring support to educate people in innovation principles and processes that cultivate sustainable innovation through co-creating learning programs and events.
  • A small effective and cohesive team, of evangelists, agitators, coaches, and guides and enables the whole organization to participate through partnering and collaborating on potentially ground-breaking (Moonshot) projects, aligned to the organization’s vision, purpose, and strategy.
  • Amazing networkers and influencers who work both within and outside of silos to inspire and motivate people to co-operate and collaborate by taking a systemic perspective, leveraging organizational independencies, to co-sense and co-create groundbreaking (Moonshot) prototypes that they pitch to senior leaders.
  • Being customer-obsessed and equipped with the innovation agility – capacity, competence, and confidence to adapt, transform, and constantly innovate to maximize the impact of innovation across the organization to affect growth, and deliver improved value by making innovation everyone’s job, every day, to make innovation a habit and way of life.

Developing the future fit future-facing company

Involves a commitment toward catalyzing change through innovation teams, leveraging teams, tribes, collectives as internal growth engines, who collaborate quickly to respond to ambiguity, turbulence, and rapid developments. By being nimble and agile, leading with open minds, hearts, and will to be present and compassionate to emerging human needs, courageously experiment with different business models, and creatively contribute to an improved future, for everyone.

This is the first in a series of three blogs about catalyzing change through innovation teams, why innovation teams are important in catalyzing culture change, and what an innovation team does.

Check out our second blog which describes how an innovation team operates and our final blog which includes an evidence-based case study of an effective and successful innovation team in a client organization.

Find out about our learning products and tools, including The Coach for Innovators Certified Program, a collaborative, intimate, and deep personalized innovation coaching and learning program, supported by a global group of peers over 8-weeks, starting Tuesday, October 19, 2021.

It is a blended and transformational change and learning program that will give you a deep understanding of the language, principles, and applications of a human-centered approach and emergent structure (Theory U) to innovation, within your unique context. Find out more

Image credit: Unsplash.com

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The Key to Surviving a Digital Native Assault

The Key to Surviving a Digital Native Assault

Digital transformation has become an overused buzzword, much like innovation, because consulting and technology companies see it as an opportunity to create FOMO (fear of missing out) in their clients.

We now live in a digital age, and as a result, the pace of changes in customer expectations is accelerating. Not because technology is new, but because the way we react to technology and interact with it is different.

Our Changing Relationship with Technology

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

People are more likely to freak out about leaving their mobile phone at home than their wallet. Soon you won’t even need to carry a wallet (unless you want to). Canada stopped making pennies. In Sweden many businesses no longer take cash. Have you tried buying a drink on an airplane lately? (no cash accepted there either)

Continue reading on BTOES Insights


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What is Human-Centered Change?

by Braden Kelley

Arriving into the profession of change management and leadership honestly, having led organizational change programs for world-beating organizations like Wunderman and Microsoft, I’m excited to help others take their change efforts to new heights using new tools.

What is Human-Centered Change?

People Are the Heartbeat of Change

It should go without saying that if anything should be human-centered, it should be change. But, ten years ago, and even to a great extent today, the practice of change management is still very much process-centric instead of human-centric.

Worse yet, digital transformations are unfortunately often technology-centric instead of human-centric.

Because of this mismatch between what’s needed to plan and execute change successfully and the tools available to organizational change management (OCM) professionals, I decided to create a Human-Centered Change methodology. At its core is the Change Planning Toolkit and my latest book Charting Change explains how to put the 70+ visual, collaborative tools and frameworks into practice.

Only by using the more visual and collaborative methods that humans prefer can you give yourself the opportunity to literally get everyone all on the same page for change, and to beat the 70% change failure rate.

Are People Ready for Change?

Too often we run head long into yet another change initiative without considering what the levels of change readiness and change saturation are across the organization’s various human, financial and physical resources.

PCC Change Readiness Framework

To help people identify whether the people AND the organization are ready for change I created the PCC Change Readiness Framework. It starts with the organization’s shared understanding history and context and then helps you evaluate various components of:

  1. Psychology
  2. Capability
  3. Capacity

Exploring these three areas in detail will allow you to uncover many of the human elements that not only will determine whether your change effort will be a success or not, but that you will need to create a plan to manage.

Business Model Canvas and Change Planning Canvas

What does Human-Centered Change look like?

Visual, collaborative tools like the Empathy Map, Business Model Canvas, Service Design Blueprint, Lean Canvas, Value Proposition Canvas, Experience Maps, and even Customer Journey Maps have laid the groundwork for a more powerful modern way of working that leverages the whole brain of individuals and groups:

  1. Cognitive (thinking)
  2. Conative (doing)
  3. Affective (feeling)

And where these tools all represent the beginning of a visual, collaborative endeavor to create change, they are missing the tools to help plan for and execute the changes that are being proposed.

Outcome-Driven Change Framework by Braden Kelley

This is where the Change Planning Toolkit comes in. It has been designed with the Change Planning Canvas™ at its core to feel familiar to those already using the aforementioned tools and empower teams to take the next steps on their journey to be successful:

  1. Change Initiatives
  2. Digital Transformation
  3. Design Thinking
  4. Service Design
  5. Experience Design
  6. Customer Experience (CX) Improvement Efforts
  7. Projects (make sure you also get the Visual Project Charter™)
  8. Innovation and Intrapreneurship
  9. Startup Creation
  10. New Product Development (NPD)

What About Other Change Methodologies like ProSci ADKAR or the ACMP Standard for Change Management?

The human-centered change methodology is informed by the very best thinking in the various change disciplines to date, and consistent with other methodologies like ProSci’s ADKAR, PMI’s PMBOK, and the Association of Change Management Professionals (ACMP) Standard for Change Management. These other methodologies have their uses, and in fact I’ve created a poster-size visualization of the ACMP Standard:

ACMP Standard Visualization

But Human-Centered Change goes beyond these process-focused methodologies to create more visual and collaborative approaches for change leaders to use in planning and executing productive change programs.

How to Begin Practicing Human-Centered Change

The Human-Centered Change methodology will help you beat the 70% change failure rate, create more efficient and effective change initiatives (and even projects), and accelerate your pace of successful change in order to keep up with the accelerating pace of change all around us and to be more nimble, agile, and responsive than your competition.

There is a simple three step process for people to familiarize themselves with the Change Planning Toolkit’s 70+ tools used with the Human-Centered Change methodology:

  1. 10 free tools available to download now
  2. 26 free tools when you buy the book
  3. 70+ tools when you license the toolkit

I’ve invested more than $1 million into the Change Planning Toolkit so you don’t have to, and so you can leverage this investment to gain all of the benefits above while also saving yourself thousands or millions of dollars in consulting fees – every year.


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What is digital transformation? – EPISODE THREE – Ask the Consultant

Live from the Innovation Studio comes EPISODE THREE of a new ‘Ask the Consultant’ series of short form videos. EPISODE THREE aims to answer a question that many people struggle to answer or accurately discuss:

“What is digital transformation?”

Digital transformation is a complicated topic for people to speak intelligently about and to explore in depth because there is so much misinformation and confusion about what a digital transformation actually is – a lot of it espoused by technology vendors.

Together in this episode we’ll explore what digital transformation is by looking at two definitions that show what digital transformation is not.

1. Wikipedia’s bad definition of Digital Transformation

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

— Wikipedia

2. This Definition of Digital Transformation Gets Closer But Still Isn’t Right

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

— EnterprisersProject

So, let’s dig into what Digital Transformation really is …

A digital transformation is the journey between a company’s current business operations to a reimagined version of itself from the perspective of how a digital native would build the same business operations leveraging the latest technology and scientific understandings of management science, leadership, decision science, business and process architecture, design, customer experience, etc.

A digital transformation can only be successfully achieved if you put customers and employees at the center to create a human-centered data model and explore the intersection between what’s needed and what’s possible to simplify processes, reduce complexity, and to design elegant experiences.

The key thing to remember is that technology comes at the end, not the beginning, starts by making strategic choices, and focuses on identifying and building the needed capabilities to execute the new strategy.

Here is a quick review list of ten things to keep in mind for a successful digital transformation:

  1. Reimagine your business from a digital native perspective
  2. A Human-Centered Data Model (customers & employees)
  3. Put your customers and employees at the center
  4. Identify intersection of what’s needed & what’s possible
  5. Simplify processes
  6. Reduce complexity
  7. Design elegant experiences
  8. Technology comes at the END – not the beginning
  9. Start by making strategic choices
  10. Build capabilities needed to achieve your transformation

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Help Shape the Next ‘Ask the Consultant’ Episode

  1. Grab a great deal on Stoking Your Innovation Bonfire on Amazon while they last!
  2. Get a copy of my latest book Charting Change on Amazon
  3. Contact me with your question for the next video episode of “Ask the Consultant” live from my innovation studio

Below are the previous episodes of ‘Ask the Consultant’:

  1. EPISODE ONE – What is innovation?
  2. EPISODE TWO – How do I create continuous innovation in my organization?
  3. All other episodes of Ask the Consultant


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Why Change is Hard

Why Change is Hard

In 250 Words or Less

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

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

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

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

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

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

(248 words)

SPECIAL BONUS

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

Eight Change Mindsets to Harness for Success

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

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

  1. changing mindsets and attitudes (58 percent)
  2. corporate culture (49 percent)
  3. underestimating complexity (35 percent)
  4. shortage of resources (33 percent)
  5. lack of commitment from higher management (32 percent)
  6. lack of change know-how (20 percent)
  7. lack of motivation of employees involved (16 percent)

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

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

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

Sources:

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

Image Credit: Unsplash


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Rise of the Evangelist

Chief Evangelist Braden Kelley

by Braden Kelley

What is an evangelist?

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

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

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

Let us look at what an evangelist really is…

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

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

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

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

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

When should you hire an evangelist?

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

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

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

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

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

  • Growing awareness
  • Building a community around the company and/or plugging the company into pre-existing external communities (potentially taking the brand to places it has never been before)
  • Generating interest
  • Working with customers and the marketing team to identify the stories that need to be told and the themes that need to be introduced and/or reinforced
  • Creating desire
  • Building and maintaining conversations with the community that cares about your products/services/brands
  • Engaging in an open and honest dialogue to help gather the voice of the customer
  • Facilitating action
  • Practicing a human-centered design mindset to continuously elicit needs and surface wants and desired outcomes

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

  1. Chief Evangelist
  2. Brand Evangelists
  3. Product Evangelists
  4. Service Evangelists
  5. Innovation Evangelists

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

So what makes a good evangelist?

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

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

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

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

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

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

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

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

Share the love!

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


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Why Your Digital Transformation May Be Doomed to Fail

Why Your Digital Transformation May Be Doomed to Fail

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

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

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

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

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

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

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

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

Number One Reason Your Digital Transformation May Be Doomed to Fail

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

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

Defining What Successful Digital Transformations Look and Sound Like

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

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

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

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

So, what is driving your digital transformation?

Do you need help creating a human-centered design?

If so, contact me.

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