Tag Archives: Process

Leadership Best Quacktices from Oregon’s Dan Lanning

Leadership Best Quacktices from Oregon's Dan Lanning

by Braden Kelley

For the first time since 2012 (a couple years before Marcus Mariota won the Heisman Trophy) the University of Oregon football team is ranked number one in the NCAA football rankings and in the pole position in the race to the national championship playoff picture.

Make no mistake, this year’s Oregon Ducks’ football team is full of talent, but in sports like in business, the difference between a winner and a loser is often the character of its leadership and culture.

In the ever-changing landscape of college athletics, the role of a coach extends far beyond strategizing plays and winning games. It involves shaping young athletes into well-rounded individuals equipped not only for their sports careers but for life. Dan Lanning, head coach of the Oregon Ducks football team, exemplifies this human-centered leadership. His approach demonstrates qualities that every leader (whether in sports, business, or any other field) can learn from and apply. Here, as a passionate advocate of human-centered change and innovation, I’ll explore the key facets of Coach Lanning’s leadership that make him effective and inspiring while building a winning culture.

1. Empathy and Understanding

Coach Dan Lanning excels in creating an environment that prioritizes empathy and understanding. He recognizes that every player is unique and has different motivations, challenges, and aspirations. This individual focus allows him to connect with players on a personal level, fostering an atmosphere of trust and mutual respect. Through active listening and consistent communication, Lanning ensures that his athletes feel heard and valued, both on and off the field.

2. Commitment to Development

A true leader invests in the growth and development of their team members. Coach Lanning adopts a holistic approach to player development, emphasizing education, character building, and life skills alongside athletic prowess. By encouraging his players to excel academically and engage with their communities, Lanning instills a sense of responsibility and maturity. This well-rounded development is crucial in preparing athletes for the varied challenges of life.

3. Cultivating a Winning Mindset

While empathy and development are central to Lanning’s approach, he also understands the importance of instilling a competitive spirit. Lanning is adept at fostering a winning mindset among his players without compromising sportsmanship and integrity. He emphasizes setting ambitious goals, maintaining discipline, and embracing the process. This mentality not only contributes to the team’s success on the field but also prepares athletes to tackle future obstacles with resilience and determination. You’ll notice that even in victory, the team’s focus is brought back to the process, brought back to reinforcing a commitment to growth.

4. Innovation and Adaptability

In a rapidly evolving sports landscape, innovation and adaptability are key. Coach Lanning leads by example in embracing change and encouraging creative problem-solving. Whether it’s integrating new training technologies or developing novel game strategies, Lanning shows a willingness to experiment and adapt. This not only keeps his team competitive but also inspires his players to think outside the box and continually evolve. In the video we pick up a team meeting conversation going into the game where they are talking about looking for an opportunity to use a creative formation and play call to steal a first down, and then they perfectly executed it in the game to steal a first down.

5. Building a Strong Team Culture

Coach Lanning understands that success in sports is fundamentally a team effort. He places great emphasis on building a cohesive and inclusive team culture where every member feels they belong. By fostering collaboration and unity, Lanning creates a support system where players are encouraged to look out for each other and celebrate each other’s successes. This strong sense of community enhances team morale and motivates players to perform at their best.

6. Leading by Example

Finally, great leaders lead by example, and Dan Lanning is no exception. His work ethic, commitment, and positive attitude serve as a powerful model for his players. Lanning’s transparency and humility encourage an open dialogue where athletes feel comfortable contributing their own ideas and perspectives. This participative leadership style not only empowers players but also reinforces the collective pursuit of excellence.

Conclusion

Dan Lanning’s greatness as a leader is not measured solely by his achievements with the Oregon Ducks but by the profound impact he has on his players’ lives. His human-centered approach demonstrates that effective leadership is about nurturing potential, fostering growth, and enabling individuals to exceed their expectations. As we consider leadership in any field, Lanning’s example reminds us of the transformative power of empathy, innovation, and community.

And finally, Go Ducks!

p.s. Be sure and follow both my personal account and the Human-Centered Change and Innovation community on LinkedIn.

Image credits: Wikimedia Commons

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99.7% of Innovation Processes Miss These 3 Essential Steps

99.7% of Innovation Processes Miss These 3 Essential Steps

GUEST POST from Robyn Bolton

Congratulations! You developed and are using a best-in-class Innovation Process.

You start by talking to consumers, studying mega-trends, and scanning the globe for emerging technologies and disruptive offerings.

Once you find a problem and fall in love with it, you start dreaming and designing possible solutions. You imagine what could be, focused on creating as many ideas as possible. Then you shift to quality, prioritizing ideas that fit the company’s strategy and are potentially desirable, viable, and feasible.

With prioritized ideas in hand, you start iterating, an ongoing cycle of prototyping and testing until you confidently home in on a solution that consumers desire, is technically feasible, and financially viable.

But you don’t stop there! You know that ideas are easily copied by innovative business models are the source of lasting competitive advantage, so you think broadly and identify financial, operational, and strategic assumptions before testing each one like the innovation scientist you are.

If (and when) a solution survives all the phases and stage gates and emerges triumphant from the narrow end of the innovation process, there is a grand celebration. Because now, finally, it is ready to go to market and delight customers.

Right?

Wrong.

The solution’s journey has only just begun.

What lies ahead can be far more threatening and destructive than what lies behind.

Unless you planned for it by including these three steps in your innovation process.

1. Partnership with Sales

During testing, you ask consumers to give feedback on solutions. But do you ask Sales?

Salespeople spend most of their time outside the office and in stores, talking to customers (e.g., retailers, procurement), consumers, and users. They see and hear what competitors are doing, what is working, and what isn’t. And they will share all of this with you if you ask.

When I ask why innovation processes don’t include Sales, I hear two things (1) “it’s too early to talk to Sales” and (2) “they always tell us the same thing – it’s too expensive.”

First, if you have a concept (or two or three) with a 50/50 shot of going to market, call a few Salespeople and ask for their reactions. Nothing formal, no meeting required—just a gut reaction. And once you get that, ask when they’d like to talk again because their perspective is essential.

Second, “too expensive” should never be the end of the conversation. It’s one piece of feedback, ask follow-up questions to understand why it’s too expensive, then ask, “What else?”  There’s always more, and some of it is useful. Plus, better to hear it now than months or years from now at the launch announcement.

2. Relay with Operations

Most companies have a process between the end of the innovation process and shipping the new offering. It’s where sourcing, manufacturing, shipping, inventory management, contracting, and many other crucial and practical decisions and plans are made.

Also, at most companies, the “transition” from the innovation process to the operational process is akin to chucking something over a wall. “Here you go,” Innovation seems to say, “we proved this will be a big business. Now go make it happen!”

Unfortunately, Supply Chain, Manufacturing, and everyone else affected usually stand on the other side of the wall, solution in hand, mouth agape, eyes wide, thinking, “Huh?”

Instead of an abrupt hand-off, the Innovation Process needs to identify when the relay-style hand-off starts, and Innovation and Operations run side-by-side, developing, adjusting, and honing the solution.

3. Hand-off to the Core Business

The hand-off to the Core Business is the most precarious of all moments for an innovation. The moment it leaves the Innovation team’s warm, nurturing, and forgiving nest and moves into the performance-driven reality of the Core Business.

The Core Business knows why it was added to the P&L, but they don’t understand how it came to be or why it is the way it is. And they definitely don’t love it as much as you do. All they see is a tiny, odd thing that requires lots of their already scarce resources to become something worthwhile.

Instead of depositing beloved solutions on the Core Business’ doorstep like an unwanted orphan, Innovation Process should ensure that the following three questions are answered and aligned to well before the hand-off occurs.

  • How material (revenue, profit) does a solution need to be to be welcomed into the Core Business?
  • Who runs the new business, and what else is on their plate?
  • What mechanisms are in place to ensure the Core Business supports the new solution during its tenuous first 1-3 years?

Create a process that creates innovation

Invention is something new.

Innovation is something new that creates value.

Innovation processes that focus solely on defining, designing, developing, and de-risking a solution run the risk of being Invention process because they result in something new but stop short of outlining how the innovation will be produced at scale, launched, scaled, and supported for years to come. You know, all those things required to create value.

BTW:

  • 99.7% isn’t an exact number. In my experience, it’s 100%. But I wanted to leave some wiggle room.
  • I am 100% guilty of forgetting these three things.
  • If you’re trying to innovate for the first time in a loooooooong time, it’s ok to focus on the front end of innovation (define, design, develop, de-risk) and tackle these three things later. But trust me, you will need to tackle them later.

Image credit: Pexels

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Five Steps to Digital Transformation Success

Five Steps to Digital Transformation Success

GUEST POST from Art Inteligencia

Digital transformation is increasingly becoming an integral part of businesses in the modern age, as companies seek to leverage technology to gain a competitive edge. But, while the potential benefits of digital transformation are tantalizing, it’s not always easy to make the transition. To ensure a successful digital transformation, here are five key steps you should consider.

1. Understand Your Goals

Before you begin your digital transformation, it’s important to understand your goals. What do you want to achieve with your digital transformation? Do you want to improve customer service, create a more efficient process for managing data, or something else entirely? Being clear on your goals will help you to focus your efforts and ensure you’re making the most of your digital transformation.

2. Develop a Strategy

Once you’ve established your goals, you’ll need to develop a strategy for achieving them. What technologies and processes will you need to implement? What resources and personnel will you need to make it happen? Having a clear strategy will help to ensure success, as you’ll have a roadmap for getting from A to B.

3. Focus on the Customer Experience

Digital transformation should always be focused on the customer experience. How will the changes you’re making improve the customer experience? Will they make it easier to purchase products or services? Will they make it faster to access customer service? By focusing on the customer experience, you can ensure your digital transformation is successful.

4. Invest in Technology and Resources

Digital transformation is an investment, and you’ll need to invest in the right technologies and resources to make it successful. This could include investing in new software, hardware, personnel, and training. While these investments may be costly, they’re necessary in order to ensure the success of your digital transformation.

5. Plan for Change

Finally, it’s important to plan for change. Digital transformation can be disruptive to your business, so it’s important to plan for the changes and prepare your team for the transition. This could involve training staff on new technologies, creating a communication plan to keep everyone in the loop, and establishing processes for dealing with any issues that may arise.

Digital transformation can be a daunting process, but it can also be incredibly rewarding. By following these five key steps, you can ensure your digital transformation is successful and that your business can reap the rewards.

Image credit: Pixabay

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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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Process Keepers Hold the Keys to Change

Process Keepers Hold the Keys to Change

GUEST POST from Mike Shipulski

If you want to improve the work, ask the people who do the work. They know the tools and templates. They know the ins and outs of the process. They know when and how to circumvent the process. And they know what will break if you try to change the process. And what breaks is the behavior of the people that use the process.

When a process changes, people’s behavior does not. Once people learn the process, they want to continue to work that way. It’s like their bodies know what to do without even thinking about it. But on the other hand, when a process doesn’t meet the need, people naturally modify their behavior to address the shortcomings of the process. And in this case, people’s behavior doesn’t match the process yet they standardize their behavior on circumventing the process. Both of these realities – people like to do what they did last time and people modify their behavior to address shortcomings of the process – make it difficult for people to change their behavior when the process changes.

When the process doesn’t work but the modified behavior does, change the process to match the modified behavior. When that’s not possible, ask the people why they modified their behavior and ask them to come up with a process that is respectful of their on-the-fly improvements and respectful of the company’s minimum requirements for their processes.

When the process doesn’t work but the people are following it anyway, ask them to come up with ways to improve the process and listen to their ideas. Then, run a pilot of their new process on the smallest scale and see what happens. If it makes things better, adopt the process on a larger scale and standardize on the new way to work. If it makes things worse, stop the pilot and try another improvement suggested by the team, again on a small scale. Repeat this process until the process performs satisfactorily.

When the people responsible for doing the work are given the opportunity to change their processes for the better, there’s a good chance the broader population that uses the process will ultimately align their behavior to the new process. But the change will not be immediate and there may be some backsliding. But, because the keepers of the process feel ownership of the new process and benefit from the change, they will continue to reinforce the new behavior until it becomes new behavior. And if it turns out the new process needs to be modified further, the keepers of the process will make those changes and slowly align the behavior to match the process.

When the new process is better than the old one, people will ultimately follow the new process. And the best way to make the new process better than the old one is to ask the people who do the work.

Image credit: Old Photo Profile

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Involving Employees in Decision-Making Processes

Involving Employees in Decision-Making Processes

GUEST POST from Art Inteligencia

In the rapidly evolving landscape of 2025, the traditional top-down organizational structure is increasingly becoming a relic of the past. Organizations that thrive are those that recognize their most valuable asset isn’t their technology or their capital, but their people. And for people to truly be an asset, they must be empowered, engaged, and intimately involved in the decisions that shape their work and the future of the enterprise.

For decades, I’ve championed the cause of human-centered innovation. My message has consistently been that true innovation doesn’t happen in a vacuum, nor does it emerge solely from a corner office. It bubbles up from the collective intelligence, diverse perspectives, and lived experiences of every individual within an organization. This is why involving employees in decision-making processes isn’t just a “nice-to-have”; it’s a strategic imperative for resilience, agility, and sustained competitive advantage.

Why the Time is Now: The Unarguable Case for Empowerment

The arguments for employee involvement are stronger than ever. The velocity of change demands faster, more informed decisions. The complexity of modern business challenges often outstrips the capacity of a small leadership team to fully grasp. When you bring your entire workforce into the decision-making fold, you unlock a cascade of benefits that are simply non-negotiable for future success:

  • Enhanced Decision Quality: Diverse perspectives lead to a more comprehensive understanding of problems and a wider array of potential solutions. Those closest to the work often possess the most accurate, granular insights.
  • Increased Buy-in and Implementation Success: When employees are integral to crafting the solution, they inherently own it. This dramatically reduces resistance to change, accelerates adoption, and embeds solutions deeply within the operational fabric.
  • Boosted Employee Engagement and Morale: Feeling valued, heard, and impactful is a fundamental human need. Involvement fosters a profound sense of purpose, psychological safety, and belonging, creating a truly vibrant workplace.
  • Improved Innovation and Problem-Solving: A culture of authentic participation naturally encourages creative thinking, challenges the status quo, and cultivates a proactive, solution-oriented approach to identifying and addressing complex challenges.
  • Reduced Turnover: Empowered employees are happier, more fulfilled employees. They are significantly more likely to stay with an organization that respects their intelligence, values their contributions, and invests in their growth.

Beyond the Suggestion Box: Practical Approaches for Leaders

So, how do organizations move beyond token gestures and truly integrate employees into decision-making? It requires a fundamental shift in mindset from control to collaboration, and a steadfast commitment to structured, intentional processes. For leaders, this means:

  1. Cultivating Radical Transparency: Lay the groundwork by openly sharing context, challenges, and strategic goals. Employees can only contribute meaningfully if they understand the big picture. Transparency builds trust and enables truly informed contributions.
  2. Empowering Cross-Functional Teams and Task Forces: For specific projects or complex problems, convene diverse teams with representatives from all affected departments and levels. Grant these teams genuine autonomy to research, analyze, propose solutions, and even execute pilot programs.
  3. Leveraging Democratic Idea Generation Platforms: Utilize modern digital platforms (like enterprise social networks, dedicated innovation portals, or AI-powered ideation tools) where employees can submit ideas, collaboratively refine them, and democratically vote on their merit. This democratizes innovation.
  4. Implementing Participatory Budgeting: Involve teams or departments in decisions about how their operational budgets are allocated. This fosters a heightened sense of accountability, strategic thinking, and ownership at every level.
  5. Hosting Open Forums and Deliberative Dialogues: Create regular, facilitated opportunities for two-way dialogue between leadership and employees. These aren’t just Q&A sessions; they’re platforms for inviting challenging questions, candid feedback, and strategic suggestions on key organizational directions.
  6. Embracing “Wisdom of Crowds” Methodologies: For complex, high-stakes decisions, engage a representative sample of employees in structured deliberative polling exercises. This scientifically-backed approach gauges collective sentiment, uncovers hidden insights, and can often predict outcomes more accurately than small expert groups.

Case Study 1: “AgileSphere Innovations” – Redefining Product Roadmap for a Hyper-Competitive Market

AgileSphere Innovations, a leading enterprise software provider, faced a common challenge in 2023: their product roadmap was often perceived as being dictated by a few senior executives, leading to internal misalignment, delayed feature adoption, and occasional missed market opportunities in an increasingly competitive landscape.

Instead of the usual top-down annual planning cycle, AgileSphere launched “Co-Create the Future.” They implemented a quarterly “Innovation Sprint” where every employee, regardless of role or seniority, was invited to submit product feature ideas, improvements, and even entirely new product concepts. These ideas were then collaboratively refined, discussed, and voted upon within an internal, gamified ideation platform. The top 50 ideas would then be pitched in a company-wide virtual “Shark Tank” style event, judged by a diverse panel of executives and randomly selected employees. The winning ideas directly influenced the next quarter’s product roadmap, with allocated resources and dedicated, self-organizing teams formed around them.

Outcome: Within 18 months, AgileSphere reported a remarkable 30% increase in employee engagement scores related to “feeling heard” and “impact on company direction.” Crucially, three of their most successful product launches in 2024 originated directly from employee submissions through this process, including a groundbreaking AI-powered analytics dashboard that captured significant market share, validating the power of collective intelligence.

Case Study 2: “EcoHarvest Foods” – Optimizing Supply Chain Resilience in a Volatile World

EcoHarvest Foods, a sustainable food distributor operating across North America, experienced significant and costly disruptions in their supply chain during the global events of the early 2020s. Recognizing that the frontline workers in their warehouses, logistics, and procurement departments held invaluable operational knowledge often overlooked, they initiated “The Ground Up Initiative” in late 2022.

This initiative involved creating regional “Resilience Circles” – self-managing, cross-functional groups of 8-12 employees who met bi-weekly. Their mandate was to identify supply chain vulnerabilities, propose alternative sourcing strategies, and streamline internal processes. These circles were given genuine autonomy to pilot small-scale improvements and report their findings directly to a senior leadership steering committee. EcoHarvest also implemented a “Reverse Mentoring” program, where younger, digitally native employees mentored senior leaders on emerging technologies like blockchain for traceability and AI for demand forecasting, bridging critical knowledge gaps.

Outcome: By mid-2024, EcoHarvest Foods had reduced supply chain lead times by an average of 15% and diversified their critical supplier base by 25%, significantly enhancing their resilience against future disruptions. The initiative also led to a 10% reduction in operational waste through employee-identified process efficiencies, proving that empowering those closest to the problem leads to tangible, bottom-line results and a more sustainable enterprise.

Navigating the Path: Addressing Challenges and Empowering Leaders

While the benefits are clear, implementing broad employee involvement isn’t without its challenges. Leaders must be prepared to address:

  • Fear of Ceding Control: This is perhaps the biggest hurdle. Leaders must understand that empowering doesn’t mean losing control, but rather amplifying influence through shared ownership.
  • Information Overload: As more voices contribute, managing the influx of information requires robust digital tools and clear facilitation processes.
  • Ensuring Equitable Participation: Not everyone is comfortable speaking up. Leaders need to actively foster an inclusive environment where all voices feel safe and encouraged to contribute, leveraging anonymous feedback channels where appropriate.
  • Managing Expectations: Not every idea can be implemented. Transparent communication about why certain decisions are made, even when an employee’s specific idea isn’t chosen, is crucial.
  • Decision Fatigue: While involvement is good, not every decision requires broad consensus. Leaders must discern when broad input is vital versus when efficient, executive decision-making is necessary.

For leaders, this shift requires new muscles: active listening, empathetic facilitation, skillful synthesis of diverse inputs, and a genuine belief in the wisdom of their collective workforce. Invest in leadership development that focuses on coaching, collaboration, and building psychological safety.

Your Next Step: Ignite the Power Within

The future belongs to the organizations that democratize decision-making. Don’t wait for a crisis to realize the untapped potential within your workforce. Begin today by identifying one key decision area where employee input could be transformative. Open the dialogue. Trust your people. And watch as engagement soars, innovation accelerates, and your organization becomes truly future-proof. The journey to a human-centered enterprise starts with empowering every voice.

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

Image credit: Pixabay

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Creating Innovation with Hardcore Soft Skills

Creating Innovation with Hardcore Soft Skills

Recently I had the opportunity to speak with Yadira Caro on the Hardcore Soft Skills Podcast.

In the episode I define what innovation really is, how people, process and technology come together to create innovation and where people go wrong.

The conversation includes a discussion of how to craft successful innovation teams because it’s such a crucial factor for successful innovation.



I also speak about the peril of idea fragments and the importance of respecting your employees by putting funding and execution capabilities in place BEFORE you ask your employees for even a single idea.

We talk about top-down innovation…

We talk about bottom-up or middle-out innovation…

And, we also speak about many different innovation misconceptions.

So, I encourage you to check out the episode!

You can listen to the embedded podcast above or click this link to go to the podcast page.

Image credit: Pixabay

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Exploring the Benefits of AI Automation in Streamlining Business Processes

Exploring the Benefits of AI Automation in Streamlining Business Processes

GUEST POST from Chateau G Pato

In today’s rapidly advancing digital landscape, businesses are constantly seeking new ways to streamline their operations, reduce costs, and enhance efficiency. One of the most promising solutions to emerge is AI automation. Artificial Intelligence (AI) technologies offer incredible potential in different industries by automating tasks that were once performed by humans, resulting in improved productivity and increased customer satisfaction. This thought leadership article delves into the various benefits of AI automation, showcasing two impactful case studies that exemplify its transformative power in streamlining business processes.

Case Study 1: Customer Service Reinvented

The customer service industry has witnessed a seismic shift as AI automation revolutionizes the way businesses engage with their customers. Before the adoption of AI, customer service teams often struggled to handle the increasing volume of queries and faced challenges in delivering consistent responses round the clock. However, implementing AI-powered chatbots has transformed the customer service landscape.

Consider the case of Company X, a leading e-commerce platform. By deploying an AI-powered chatbot to handle customer inquiries, they experienced a substantial decrease in response time, thereby improving customer satisfaction. The chatbot employs natural language processing (NLP) algorithms, enabling it to understand and respond to customer queries accurately and promptly. As a result, Company X not only reduced the workload on its customer service agents but also provided real-time assistance, leading to higher customer engagement and retention rates.

Case Study 2: Amplifying Predictive Analytics in Supply Chain Management

Another sector benefiting greatly from AI automation is supply chain management. The ability of AI algorithms to analyze vast amounts of data and identify patterns has significantly improved supply chain efficiency.

Company Y, a global logistics provider, employed AI-powered predictive analytics to optimize its supply chain network. By leveraging historical data, the AI system analyzed variables like weather conditions, transport capacity, and demand patterns. As a result, Company Y was able to predict demand fluctuations accurately and optimize inventory, reducing stockouts and overstocking issues. These predictive capabilities also allowed them to optimize their fleet routes and minimize transportation costs, resulting in substantial savings.

Benefits of AI Automation:

1. Enhanced Efficiency and Productivity:
AI automation eliminates repetitive, time-consuming tasks, enabling employees to focus on more complex and strategic activities. This leads to increased productivity, improved efficiency, and the ability to allocate resources judiciously.

2. Improved Decision-Making:
AI algorithms analyze big data sets, extracting valuable insights that aid in decision-making. Through data-driven analytics, businesses can make informed decisions quickly and accurately, resulting in improved outcomes and a competitive edge.

3. Cost Reduction:
Automation reduces the need for manual intervention, lowering labor costs and improving resource allocation. Companies can redirect funds towards innovation, research, and development activities, driving future growth.

4. Enhanced Customer Experience:
By leveraging AI solutions like chatbots, companies can enhance customer experiences by providing personalized and timely support. AI-powered systems assist in anticipating customer needs, resulting in improved satisfaction and higher retention rates.

Conclusion

The benefits of AI automation in streamlining business processes are indisputable. By employing AI technologies, companies across various sectors can witness increased efficiency, improved productivity, and enhanced decision-making capabilities. The case studies of Company X and Company Y demonstrate the transformative power of AI in customer service and supply chain management, respectively. As AI continues to evolve, organizations that embrace it as a strategic asset will gain a competitive advantage that propels them into a future driven by innovation and efficiency.

SPECIAL BONUS: The very best change planners use a visual, collaborative approach to create their deliverables. A methodology and tools like those in Change Planning Toolkit™ can empower anyone to become great change planners themselves.

Image credit: Pixabay

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What is the Change Management Process and Procedure?

What is the Change Management Process and Procedure?

GUEST POST from Art Inteligencia

Every organization manages change constantly — new systems, restructured teams, updated processes, shifting strategies. Most of this change is managed informally: a project plan here, a few announcement emails there, training scheduled if there’s budget for it. The result is the well-documented failure rate of change initiatives — commonly cited between 60-70% — that has persisted for decades despite enormous investment in change management as a discipline.

A formal change management process exists to address this gap. It provides a structured, repeatable approach to moving people, teams, and organizations from a current state to a desired future state — one that explicitly addresses the human dimensions of change that informal approaches consistently neglect.

This guide walks through the change management process in depth, using the framework established by the ACMP Standard for Change Management — the professional standard developed by the Association of Change Management Professionals — while connecting it to other widely used process frameworks so you can apply whichever structure fits your organization’s context.

What is the Change Management Process?

The change management process is the structured sequence of activities an organization follows to plan, implement, and sustain a change — from initial assessment of the need for change through to embedding the new way of working as the new normal.

Unlike change management models — frameworks like Kotter’s 8 Steps, ADKAR, or Lewin’s Unfreeze-Change-Refreeze that provide conceptual approaches to change — the change management process is the operational sequence of activities that any change effort needs to move through, regardless of which model or methodology is guiding it. Think of models as the philosophy and process as the procedure. For a detailed look at the major models, see our guide to change management models.

The Five Process Groups of the Change Management Process

The ACMP Standard for Change Management organizes the change management process into five process groups. Unlike many popular models, these are not strictly sequential stages — they represent ongoing activity areas that interact and overlap throughout a change effort. This structure is valuable precisely because it reflects how change actually unfolds in organizations: messily, iteratively, and with constant feedback between planning and execution.

1. Evaluating Change Impact and Organizational Readiness

Before any change plan is built, the process begins with understanding two things: what the change will actually affect, and how ready the organization is to absorb it.

Impact assessment identifies who and what will be affected by the change — which roles, processes, systems, locations, and stakeholder groups. This is more involved than it sounds: a seemingly technical change (a new software system, for example) typically has cascading impacts on workforce structure, required skills, reporting relationships, and day-to-day workflows that aren’t visible until someone deliberately maps them.

Readiness assessment evaluates the organization’s current capacity to take on the change — including factors like change fatigue from recent initiatives, the strength of leadership sponsorship, existing trust levels between management and staff, and whether the organization has the skills and resources the change will require. A readiness assessment that surfaces low readiness isn’t a reason to abandon a change — but it is critical information for how the change should be sequenced, communicated, and supported.

The output of this process group is a clear picture of the scope of change required and the conditions the change effort will need to navigate — information that shapes every decision that follows.

2. Formulating the Change Management Strategy

With impact and readiness understood, the next process group defines the overall approach: how will this change be led, communicated, and supported given what we now know about its scope and the organization’s readiness for it?

Key activities in this process group include defining the change strategy and approach (will this be a phased rollout, a pilot-then-scale approach, or an all-at-once implementation?), identifying and securing sponsorship (who needs to visibly lead this change, and do they understand what that requires?), and establishing the governance structure that will oversee the change effort — who makes decisions, how progress is tracked, and how issues get escalated and resolved.

This is also where the change management strategy connects to the broader change model being used. An organization using Kotter’s framework would focus this stage on building the guiding coalition and creating urgency. An organization using ADKAR would focus on understanding what Awareness and Desire-building will require for the specific population affected. The process group is the same; the model shapes how it’s executed.

3. Developing the Change Management Plan

The change management plan translates strategy into specific, actionable activities across the dimensions that determine whether change is adopted: communication, training, and resistance management.

The communication plan defines what needs to be communicated, to whom, when, and through what channels — addressing not just the announcement of change but the ongoing communication needed throughout implementation. Effective communication plans address the questions affected people actually have: what’s changing, why, what it means for me specifically, and what happens next.

The training plan identifies the new skills, knowledge, or behaviors the change requires and how people will acquire them — not just initial training, but reinforcement and support as people apply new ways of working in practice.

The resistance management plan anticipates where resistance is likely to emerge — based on the impact and readiness assessments from the first process group — and defines how it will be addressed. Resistance is not a problem to be eliminated; it is information about where the change plan may be missing something important. A good resistance management plan treats resistance as a source of insight, not just an obstacle.

This is the stage where visual, collaborative planning tools — like the Change Planning Canvas™ — are most valuable, because they bring the people who will execute the plan into its development, surfacing risks and opportunities that a plan developed in isolation would miss.

4. Executing the Change Management Plan

Execution is where the plan meets reality — and where most change management processes either succeed or quietly start to fail. Effective execution requires three things operating simultaneously: delivering the communication, training, and resistance management activities as planned; monitoring adoption and engagement in real time, not just at predetermined checkpoints; and adapting the plan based on what’s actually happening, rather than rigidly executing a plan that early evidence suggests isn’t working.

The most common execution failure is treating the plan as fixed once approved. Change efforts that build in regular checkpoints — weekly or biweekly reviews of adoption data, informal feedback channels, and visible willingness from leadership to adjust the approach — consistently outperform those that execute a static plan regardless of what’s happening on the ground.

Execution also requires sustained sponsorship. Sponsors who are visible and active at the launch of a change effort but disappear during the harder middle phases — when initial enthusiasm has faded and the change hasn’t yet become routine — are one of the most common reasons change efforts stall.

5. Closing the Change Management Effort

The final process group is also the most frequently skipped — and its absence is a major reason why organizations don’t build lasting change management capability. Closing a change effort involves three activities: confirming that the change has been adopted and is being sustained without ongoing special support; capturing lessons learned — what worked, what didn’t, and what should be done differently next time; and formally transitioning ownership of the new way of working to the operational teams who will sustain it going forward.

Organizations that skip this process group tend to experience two problems repeatedly: changes that were “implemented” quietly revert to old ways of working once attention moves elsewhere, and each new change effort starts from scratch rather than building on what was learned from the last one. The closing process group is what turns individual change efforts into organizational change capability.

How This Maps to Other Common Process Frameworks

The five ACMP process groups aren’t the only way to structure the change management process — and you may encounter other frameworks in your organization. Here’s how they relate:

ACMP Standard (5 process groups) Common 3-Phase Model APQC (4 steps)
Evaluating Change Impact and Readiness Current State Plan
Formulating the Change Management Strategy Design
Developing the Change Management Plan Transition State Implement
Executing the Change Management Plan
Closing the Change Management Effort Future State Sustain

The structure you use matters less than ensuring all the underlying activities are genuinely addressed. A process with only 3 named phases that addresses all five ACMP process groups within those phases is functionally equivalent to one with 5 named stages. What matters is whether impact assessment, readiness assessment, strategy formulation, planning across communication/training/resistance, disciplined execution with monitoring, and formal closure are all genuinely happening — not what they’re called.

Why Following the Process Matters

Research consistently shows that organizations using a formal, structured change management process significantly outperform those that don’t — both in achieving the specific objectives of individual change efforts and in building the organizational capability to manage change repeatedly and well.

The reason is straightforward: each process group addresses a specific failure mode that informal change efforts consistently fall into. Skipping impact and readiness assessment means discovering mid-implementation that the change is more disruptive than anticipated. Skipping strategy formulation means executing tactics without a coherent approach. Skipping plan development means relying on ad-hoc communication and training that doesn’t address the specific resistance the organization will face. Skipping disciplined execution means plans that don’t adapt to reality. And skipping closure means changes that revert and lessons that are never captured.

A formal process doesn’t guarantee success — but it ensures that the most common, most predictable failure modes are deliberately addressed rather than left to chance.

Frequently Asked Questions About the Change Management Process

What are the steps in the change management process?

The ACMP Standard for Change Management organizes the change management process into five process groups: evaluating change impact and organizational readiness, formulating the change management strategy, developing the change management plan (covering communication, training, and resistance management), executing the change management plan with ongoing monitoring and adaptation, and closing the change management effort by confirming adoption, capturing lessons learned, and transitioning ownership to operational teams. Other frameworks describe similar activities using 3 to 7 steps — what matters is that all of these underlying activities are addressed, regardless of how many named stages a particular framework uses.

What is the difference between a change management process and a change management model?

A change management model is a conceptual framework or philosophy for approaching change — examples include Kotter’s 8-Step Model, ADKAR, and Lewin’s Unfreeze-Change-Refreeze model. A change management process is the operational sequence of activities — impact assessment, strategy formulation, planning, execution, and closure — that any change effort needs to move through, regardless of which model is guiding it. Models shape how each process step is approached; the process defines what steps need to happen. Most organizations select a model (or combination of models) and apply it within a structured process.

Why do change management processes fail?

Change management processes most commonly fail when one or more process groups are skipped or under-resourced. Skipping impact and readiness assessment leads to underestimating disruption. Skipping strategy formulation leads to uncoordinated tactics. Skipping plan development leads to inadequate communication, training, and resistance management. Treating execution as fixed rather than adaptive means plans that don’t respond to what’s actually happening. And skipping the closing process group — confirming adoption, capturing lessons, and transitioning ownership — means changes that quietly revert and organizational learning that never accumulates. The most resilient change management processes treat all five process groups as ongoing, interacting activities rather than a simple linear checklist.

Who is responsible for the change management process?

Responsibility for the change management process is typically shared between a change sponsor (usually a senior leader who provides visible support and authority for the change), a change manager or change management team (responsible for designing and executing the process itself), and the managers and supervisors of affected employees (who deliver much of the day-to-day communication and support that determines whether change is adopted). Sustained sponsorship throughout the entire process — not just at launch — is consistently identified as one of the most important factors in successful change management.

How long does the change management process take?

The duration of the change management process depends heavily on the scope of the change and the organization’s readiness. Small, well-scoped changes affecting a single team might move through all five process groups in a matter of weeks. Large-scale organizational transformations affecting multiple departments, systems, and ways of working can take many months to years — particularly when the closing process group, which includes confirming sustained adoption, is given the time it requires. A common mistake is underestimating the time needed for the closing process group specifically — organizations often declare a change “complete” once new systems or processes are technically in place, without confirming that new behaviors have actually become the sustained new normal.

Put This Into Practice With the Change Planning Toolkit™

The frameworks in this article are part of the Human-Centered Change™ methodology — a visual, collaborative system of 70+ tools built around the Change Planning Canvas™. Every copy of Charting Change gives you access to 26 of the 70+ tools.

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Taking Four Different Paths to Innovation

Taking Four Different Paths to InnovationInterview with Gijs van Wulfen

I had the opportunity recently to interview fellow Innovation author Gijs van Wulfen to talk with him about his new book The Innovation Maze, which is a follow-up to his great first book The Innovation Expedition.

1. In the book you cite a study saying companies reported a drop in breakthrough ideas between the mid 1990’s and 2010. What do you attribute this drop to?

The share of breakthrough new products has been halved in the last decades from 20.4% in the mid-1990s to only 11.5% in 2010. Companies tend to prefer incremental innovations in small steps over breakthrough innovations in big jumps as they can be implemented faster with less perceived risk and fewer resources needed. Just take a look at how innovation budgets are spent: 58% of R&D spending is directed at incremental or renewal innovations, 28% at new or substantial innovations, and only 14% at breakthrough or radical innovations. It seems there’s a growing dislike for risks what causes incremental innovations to dominate. I like to quote the CEO of BMW AG, the German luxury car producer, Dr. Ing. Norbert Reithofer. When asked why BMW started the risky E-car project with the BMWi-3 and i-8 he responded very openly: “Because doing nothing was an even bigger risk.”

2. At the beginning of your book you highlight “15 Obstacles Hindering Innovation At Its Start”, if you could only eliminate three, which three would you choose?

Actually my personal goal is to eliminate all 15 obstacles which hinder innovation at the start, Braden. With the right approach, I even think it’s possible too. That’s why I’ve written The Innovation Maze. If I could eliminate three, I would choose the ones which are hindering people in organizations the most:

  1. No priority for innovation. This is relatively easy to solve, as you only have to pick the right moment. Never present a new radical innovation project to your board when business is going up fine.
  2. No market need. The biggest problem for start-ups or R&D-projects in big firms is that they provide solutions without a problem. Connecting to customers and matching potential solutions with relevant customer frictions at the start of innovation is essential. With out a customer need there is no market.
  3. No business model. Innovations are not viable without a business model. Experimenting with pretotypes or prototypes in the early phases of the development process is essential to test if your business model is viable.

Gijs van Wulfen3. Google no longer does 20% time, why do you think that is?

In 2013 Google began cutting back on their policy to give employees 20 percent of their work time to pursue projects they are passionate about, even if it is outside the core job or core mission of the company. They replaced it with a more focused approach to innovation instigated by CEO Larry Page. It resulted in more tightly targeted innovation activities, rather than the ‘scattergun’ innovation approach that was created by Google ‘20% time’. I am a fan of focused innovation, as this will increase the chance of success as less projects will get better people and more funds. It fits better Google, as a big company, with more than 60.000 employees.

4. People love to ideate and often equate ideation with innovation (which they shouldn’t). What tips would you offer to help people have a great ideation session?

Well, I have found 25 elements which are necessary creating a perfect ideation session:

Highly relevant
— Define a relevant innovation assignment, which is a challenge for the organization and the people you invite.
— Make the assignment concrete and s.m.a.r.t.
— Create momentum for ideation. Something important must happen now!

Diverse group of participants
— Invite people for whom the assignment is personally relevant.
— Invite people for both content as well as decision-making capabilities.
— Include outsiders and outside-the-box thinkers.
— Include an even mix of men and women, young & old, et cetera.
— Invite the internal senior problem-owner (CEO or vice president) to participate.

Special setting
— Look for a special and harmonious venue, fitting your innovation assignment.
— Create an (emotionally) safe environment where you can be yourself.
— Don’t allow smartphones and iPads to ring or flash.
— Never- and I really mean never do any brainstorming at the office.

Effectively structured process
— Allow at least two days for effective ideation to reach concrete new concepts.
— Spend twice as much time on the convergence process as on the divergence process.
— Plan and prepare an effective combination of idea-generating techniques.
— Be open to suggestions from the group to adapt the process.
— Make sure it is enjoyable. Fun promotes good results.
— Time box. Make sure everybody is aware of the time limits- and sticks to them.
— Hire a visualizer or cartoonist to visualize the results
— Keep up the pace; otherwise it becomes long-winded and boring.

Facilitated by a professional
— Appoint an (internal) facilitator, who stays in the background and exercises light control.
— The facilitator should reflect the opposite energy of the group. If the group is too active: exert calmness.
— The facilitator mustn’t lose sight of sub groups; constantly monitoring their progress.

Concrete output
— Make the output very concrete and clear to anybody.
— Creating concepts together with your colleagues generates maximum internal support.

The experience of sharing ideas in a structured process and drafting concrete concepts from the best ideas has a great impact on group dynamics. At the end the whole group feels ownership of all the concepts. That is essential. New ideas need a lot of ‘parents’ to survive the product development process in a corporate culture.

4 Different Paths to Innovation

5. Where do you stand on breakthrough innovation vs. incremental innovation debate?

Should you focus on incremental innovations, radical innovations, or both? This depends on your role and situation. Startups mostly enter a market with a radical innovation. Facebook, and Twitter created new markets with new-to-the-world offerings. Tesla, Uber and AirBnB broke into existing markets surprising the incumbents with their new-to-the-world offerings. Existing organizations are mostly reactive innovators, which puts them in the situation where they have to quickly come up with innovations as the urgency is high. For them, incremental innovations are faster to develop with less risk. However, that won’t be enough in the long term as they also have to come up with radical innovations in order for their organization to grow again in the longer term. It’s essential that you find a good balance between incremental innovations, improvement of present products and services, and radical innovations focusing on big ideas which are outside the present comfort zone of your organization. With incremental innovations you prove to your customers and staff that you indeed can innovate and thereby build the confidence you will need to make bigger strides, once your radical innovations hit the market later.

6. Why is ‘checking for fit’ so important? What do people risk if they skip this step?

When you (and your innovation team) have come up with great ideas the question is how to make them reality. In practice, I have learned that if they don’t fit your personal goals as a start-up founder or your organizational goals as a corporate innovator, nothing will materialize in the end. It is essential to check this fit as early as possible in your innovation journey. If you skip this step you can almost be certain that someone will stop you later. The best excuse ever for risk-avoiding-bosses is “it doesn’t fit the strategy”.

7. Understanding customers is of course important, so what are your favorite tools for achieving customer understanding?

My three favorite tools for understanding customers are: customer journey mapping, identifying customer frictions and lead-user research. With the first one you identify all the factors influencing the customer experience from the customer’s perspective in a customer journey map. This is a great technique to use in service innovation, as a service is often so intangible and the user experience is actually your offering. The second technique identifies customer frictions via focus groups. This is a very practical technique which you can use in any innovation project to get to know a better understanding of your customers likes and dislikes. The third one is lead user research. Identifying the behavior of lead-users and co-creating with them is intensive and time-consuming and especially useful when you want to discover unmet latent needs and create more revolutionary ideas.

8. What is the best way for people to document the business case for an idea?

For more than 10 years, I have been using and giving instructions on a handy, practical framework for a new business case. My advice is to just use PowerPoint (or keynote) instead of writing a full written report, as nobody will read it anyway. Here’s the framework of a seven (7) page new business case, which you can present in 20 minutes at the most.

Slide 1. The Customer Friction.
— The customer situation.
— The customer need.
— The customer friction (problem/challenge).

Slide 2. Our New Concept.
— The customer target group (qualitative and quantitative).
— The marketing mix of the new product, service or business model.
— New for…. (the world, the market, our company).

Slide 3. This Makes our Concept Unique.
— Buying arguments for the customer.
— Current solutions and competitors.
— Our positioning.

Slide 4. It will be Feasible.
— We are able to develop it.
— We are able to produce it.
— The development process.

Slide 5. What’s in it for us.
— The number of customers (in year three).
— The projected revenues (in year three).
— The projected profits (in year three).

Slide 6. Why now?
— Why to develop it now.
— What if we say no.

Slide 7. The Decision to Proceed.
— The major uncertainties.
— The development team,
— The process, costs and planning.

Thanks for the interview Braden. I wish everybody great – and successful journeys through the innovation maze.

Thanks to you Gijs for sharing your insights with our global innovation community!

To learn more about Gijs’ four paths to innovation, grab yourself a copy of his new book his new book The Innovation Maze.

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