Tag Archives: project management

13 Change Management Experts Share Their Tips

13 Change Management Experts Share Their Tips

Recently my colleague Daniel Lock collected and published points-of-view (POV) from 13 change management experts on implementing fast, dramatic and powerful change.

Here is mine:

If your change effort or project begins in a Microsoft Word document, you’re already in a whole world of trouble. Change is a human endeavor, so the most powerful way to embark on creating a dramatic and powerful change on an aggressive timeline is to surface the key challenges and opportunities as early as possible.
That doesn’t happen with a single individual tapping away at the keys entering prose or data into a traditional project charter. Instead, I recommend taking the following three steps to accelerate your change effort or project and increase its chances of success:

1. Evaluate the Change Readiness of Your Organization

Too often we just jump in and announce the start of projects and change initiatives without even looking around to see if the resources that are going to be crucial to our success are even available.

Convene a cross-functional change planning team to identify the resources you are going to need to successfully complete the project (physical, financial, human, etc.). Then begin to draft an initial high level project schedule including when different resources will need and map that against their availability (including their commitments to other existing and potential projects and change initiatives) to create a change readiness heat map.

My PCC Change Readiness Framework and Worksheet from the Change Planning Toolkit™ are also useful tools for evaluating your change readiness.

2. Architect Your Organization for Change

One of the biggest barriers to successful change initiatives is viewing change management as a subset of project management when we should really all be instead viewing project management as a subset of change management, and but one of Five Keys to Successful Change.

Consciously approaching the design of our organization and how it operates from the outside as changes in the environment dictate changes inside our organization can benefit from using a tool like the Architecting the Organization for Change framework.

3. Develop a Holistic View of the Change You’re Trying to Make

Change planning should never be a solo activity. You must identify those individuals who can verbalize the current and desired states, the risks and resources, identify the potential barriers and benefits, craft effective communications, etc.

You need to also involve people who know how to leverage a human-centered approach to affecting change using The Eleven Change Roles and who can build and maintain momentum by understanding and harness The Eight Change Mindsets that cause people to choose change.

I truly believe that only by taking a more visual, collaborative approach to change and capturing the key information on a single page using the Change Planning Canvas™ as you build your change plan, will you ever create and sustain the alignment necessary to beat the 70% change failure rate.

Click here to read responses from the 12 other change management experts


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10 Free Change Planning Tools

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

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

Research shows that 70% of change efforts fail. There are many reasons why, including that many people find the planning of a change effort overwhelming and lack tools for making the process more visual, collaborative and human.

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

Get 10 Free Downloads from the Change Planning Toolkit™I am making 10 free change planning tools from the toolkit available as 11″x17″ downloads along with JUST ADDED sample content from the QuickStart Guide,
Get 26 of the 50+ Change Planning Toolkit™ toolsbut book buyers will get access to the Change Planning Toolkit™ Basic License (26 of 50 tools) at 11″x17″ size — a $500 value,
Get all 50+ tools in the Change Planning Toolkit™and buyers of the Change Planning Toolkit™ Bronze License will get access to all 50+ tools for individual educational use at an 11″x17″ size — a $1,200 value.

Change Planning Toolkit Levels and Free Downloads

I am very excited to share with you the Change Planning Toolkit™, including the popular Visual Project Charter™, Change Planning Canvas™ and many other great tools for increasing your change success!

Increase your consulting revenue or your organizational agility and get a jump on your competition!

Click here to get your 10 Free Change Planning Tools

Site licenses are available for professional or commercial use starting at $2/yr per employee*, and include access to poster size versions of many of the tools (35″x56″).

*Bronze Site Licenses have a one-time setup fee of $299. Site License fee based on total number of employees in the organization.

Below you’ll find a downloadable presentation that gives you five reasons to invest in the Change Planning Toolkit™:


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

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


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Consulting Industry Being Attacked on Three Sides

Consulting Industry Being Attacked on Three Sides

by Braden Kelley

The worlds of employment and business are becoming increasingly turbulent as the stability of the enterprise grows ever shorter, the loyalty of the enterprise to its people faces extinction, and the wealthy countries of the world stand at a precipice of overhanging debt. Increasingly intelligent digital technologies and mercurial customer expectations threaten both people and enterprise at every turn.

One would suppose that this would be an amazing time for consultancies, full of promise and opportunities. One would imagine that clients desperate for solutions that help them cope with these challenging times would be banging down the doors of consulting firms outbidding each other to the firm’s next client.

But that is not the reality…

Because, the same forces that are causing a feeling of disequilibrium for the firms that consultancies serve are also causing the same unease, trepidation and challenge for the consulting firms themselves.

The fact is that the consulting industry is being attacked on three sides:

  1. Increasingly Available Intellectual Property
  2. Internal Consultants
  3. Artificial Intelligence

Let’s look at each threat in turn:

1. Increasingly Available Intellectual Property

In my last article, “Thought Leadership Builds Firm Value”, I wrote about the importance of thought leadership in today’s digital age and its role in helping to drive inbound sales leads.

Hiring a consultancy, even for a small project, is a big expenditure for most companies, something that requires several levels of approval before the project can begin. Given that, company employees take to the Internet to build their consideration set and to do their research into how each company thinks and who seems to be the leader in the space where they need help. For help with building an innovation or digital transformation strategy or process, often they find me.

The way that company employees find the companies they will include in their consideration set, and the individual (or firm) they will ultimately hire, is by finding and evaluating thought leadership created by consultants like myself who are good at creating frameworks and other tools aimed at simplifying complex concepts (referred to as eminence by some firms).

Because the discovery and evaluation of thought leadership by potential customers is a key way that independent consultants and advisory firms attract new business, and because it is easier than ever to create and share thought leadership while simultaneously becoming an increasingly important factor in the buying process, independent consultants and advisory firms are creating more pieces of thought leadership and eminence than ever before.

On the plus side, thought leadership and eminence help independent consultants and advisory firms to win business. The down side however is that in much the same way that kids in Hawaii have learned how to become professional surfers by watching YouTube videos, as advisory firms create more thought leadership and make it publicly available to win new business, they also stand to lose an accelerating amount of new business as well. The reason is that the proliferation of eminence and thought leadership will inevitably lead to:

  1. Increasing numbers of line managers feeling that they know enough to tackle the challenge themselves that they might have otherwise outsourced to a consulting firm
  2. Increasing numbers of senior leaders deciding that someone inside their company could spin up and lead an internal consulting group

2. Internal Consultants

Let’s face it, whether we like it or not, an increasing number of senior leaders are becoming fed up with spending $500/hr on newly minted MBA’s from McKinsey, Bain, BCG, etc. when they could hire them on full-time for $75-100/hr by taking one of their promising senior leaders and having them spin up an internal consulting group.

Many companies have already created internal consulting groups to handle the bulk of their strategic project work in order to either:

  1. Save money
  2. Increase responsiveness
  3. Increase speed to market
  4. Keep the knowledge gained from such projects readily accessible
  5. Create and retain a competitive advantage

For me, reason number five is potentially the most compelling reason because it is impossible to expect any large consulting firm to unlearn the insights they acquire on one consulting project and not leverage them on a subsequent project with a competitor somewhere down the line. Doing projects with your competitors is how a great deal of industry expertise is gained by large consultancies, and this expertise is one of the primary reasons that managers hire a consulting firm.

3. Artificial Intelligence

Roboadvisors, chatbots, and other implementations of artificial intelligence have captured people’s imaginations and led to both an increase in the number of articles written about artificial intelligence, but also in the practical implementations of artificial intelligence. People are becoming increasing comfortable with artificial intelligence thanks to the recommendation engines on Amazon and Netflix and IBM Watson’s appearance on the game show Jeopardy and battles against chess grandmasters.

But what does consulting have to fear from artificial intelligence?

In the short run, maybe not a lot. But, in the grander scheme of things, over time enterprising technology vendors will inevitably build upon publicly available artificial intelligence frameworks made publicly available by companies like Microsoft and Google (who are seeking to increase the sale of cloud services) to automate some of the tasks that recently minted undergraduate analysts or Indians perform now for the large consulting firms.

Conclusion

These are challenging times for independent consultants as they respond to these attacks from three sides. Only time will tell how quickly and how broadly artificial intelligence (AI) threatens the core business of consultancies. The internal consultancy threat is real and growing in scope and threat. What may have started in Project and Portfolio Management (PPM), Six Sigma, Lean and Agile practices in some organizations, is quickly expanding into other Operational Excellence areas and even into Innovation, Digital Transformation, and traditional Strategy. Increasingly available intellectual property poses a Catch-22 for consultancies as a refusal to participate in the creation of eminence and thought leadership will lead to less business in the short-term, but doing so will certainly over time lead to an overall reduction in the size of the market for consulting services. Some consultancies are responding by diversifying their service offerings, attempting to create consulting superstores. What will be your response to this attack from three sides?

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Charting Change Book Launch Special – Free Visual Project Charter™ Poster Download

Charting Change Number One New ReleaseIn celebration of the launch of Braden Kelley’s latest book – Charting Change – we are proud to make two new poster size downloads from the Change Planning Toolkit™ available for a limited time for FREE:

  1. Visual Project Charter™ – 35″x56″ scalable PDF download
  2. ACMP Standard for Change Management® (Visualization) – 35″x56″ scalable PDF download

11″x17″ scalable PDF downloads of these two tools will remain as free downloads from the Change Planning Toolkit™ here on the site. BUT, these 35″x56″ poster size versions are only available as free downloads for a LIMITED TIME here on the site. If you run marketing for a consulting firm or a software company targeting change management or project management professionals, I am looking for sponsors to help keep them free.

Contact me to sponsor one or both.

The Visual Project Charter™ helps organizations:

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

Use it in planning your projects in a more visual and collaborative way for greater alignment, accountability, and more successful outcomes.

Visual Project Charter™

One good place to get it printed at the 35″x56″ size to put up on your wall for your cross-fuctional project charter collaborative meeting is PosterPrintHouse.com for about $50.00 plus or minus depending on any specials they might be running.

The ACMP Standard for Change Management®:

  • Outlines generally accepted practices, processes, tasks and activities used by change management practitioners across multiple roles, organizations and industries.
  • Provides a clear and consistent vocabulary of essential change management terminology and offers guidance for organizational change mgmt. for any type of change.
  • Supports organization decision making regarding change management resources.

ACMP Standard Visualization

So grab these 35″x56″ poster size free downloads while you can, and get yourself a copy of Braden Kelley’s books:

Keep innovating and making positive change!

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Visualizing Project Planning Success

Visualizing Project Planning Success for 2016

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

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

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

The Visual Project Charter™

The truth is that for most of us project managers, whether we want to admit it or not, the process of creating a project charter is one that we often dread. We sit there in front of a Microsoft Word template like the one in figure 1 blinking at us on the screen and realize just how much missing or incomplete information we have when we begin typing into the one of the very first, and potentially most important, project artifacts for any project. We know we face the sending of a series of emails, follow up emails, follow up to the follow up emails, and maybe even some escalation emails and phone calls just to get the information we need to create the first draft of a project charter. And that’s before we even begin trying to get alignment, buy-in, and sign-off on the document.

Project Charter Template

Figure 1

It doesn’t have to be this way!

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

  1. Alignment
  2. Accountability
  3. Action

The Visual Project Charter™ helps organizations:

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

Visual Project Charter

Figure 2

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

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

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

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

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

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

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

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

  1. Alignment
  2. Accountability
  3. Action

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

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

Remote Project Management

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

So, what do you think?

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

Do you plan on trying it?

Or do you perhaps already use something similar?

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

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

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

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Architecting the Organization for Change

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

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

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

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

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

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

Architecting the Organization for Change

Architecting the Organization for Change helps organizations:

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

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

Change Maintenance forms the foundation of a change-centric organization, ensuring that the changes necessary to ensure a healthy firm continue to persist (or are “maintained”), while the top of the organizational pyramid is driven by a conscious strategy that evolves over time, informed by changes in customer behavior and changes in the marketplace.

The strategy of the firm then determines the appropriate business architecture, and as the organization’s strategy changes, the business architecture may also need to change. Any necessary changes in the architecture of the business (new or updated capabilities or competencies) then will lead to modifications to the portfolio of change initiatives and projects (and remember every project is a change effort). These projects and initiatives will consist of innovation initiatives and efforts to create positive changes in the operations of the business.

The change efforts and projects identified as necessary and invested in as part of the change portfolio then represent projects that impact the innovation and operations for the firm, and in order to successfully execute them in the short term includes change planning, management, and leadership, and in the longer term the maintenance of the required changes.

And for the change efforts and projects to be successful the organization must also focus on project planning and management, behavior planning and management, and communications planning and management. The related projects, behaviors, and communications must all be effectively planned and managed in a way that keeps all three in sync.

I hope you see that by increasing your focus on the Change Planning discipline and increased use of the Change Planning Toolkit™ and tools like the Architecting the Organization for Change framework will allow businesses to more collaboratively and visually plan each change effort and prepare the plans for the Change Management and Change Leadership teams to execute with help from the Project Planning, Project Management, and Change Maintenance professionals in the organization.

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

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

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Conference Wrapup – Change Management 2015

Change Management 2015

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

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

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

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

Professionalizing the Change Management Profession

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

Kicking it off with Dan Pink

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

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

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

The IBM Research Perspective

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

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

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

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

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

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

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

Gearing Up for Change – A Case Study

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

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

The Culture Question

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

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

Learning as it Relates to Change

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

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

All Trains Change for Change

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

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

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

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

A Whirlwind Tour of Change

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

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

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

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

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


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Planning to Spread

We’ve all seen the viral videos that seemingly come out of nowhere to garner millions of views on YouTube, videos like this one where five people play one guitar singing Gotye’s “Somebody That I Used to Know”, which as of this date has garnered more than 163 million video views:

And if you add up all of the other postings of this same video, the total number of video views goes much, much higher.

Now, surely Gotye’s version of the song couldn’t have possibly garnered more views than this viral sensation that Walk Off the Earth’s cover created, could it?

Um, actually it did. To date Gotye’s official video has captured nearly 600 million video views, or nearly FIVE TIMES as many video views. So, it hasn’t turned out all bad for Gotye.

Now you might ask yourself, how could the huge success of the Walk Off the Earth viral campaign be trumped by traditional marketing if viral marketing is supposed to be the silver bullet?

Well, the truth is that whether you pursue traditional marketing and advertising or supposedly “viral” marketing activities, the goals are the same:

  1. Awareness
  2. Interest
  3. Desire
  4. Action

And it is within that first bullet point, that you find the viral component that any marketing activity or any evangelism activity (for innovation, for change, etc.) should always contain – spreadability.

Now, WordPress doesn’t seem to think that spreadability is a word, but let’s assume for a moment that it is and focus on the fact that most of the time, one of your goals in business (and your personal life) is spreadability. Ultimately, in many cases, success is determined by whether or not you can get your idea to spread.

This is true whether we are talking about an IT project, a Six Sigma continuous improvement effort, a change initiative, a Lean event, a marketing campaign, or a project commercializing an invention into a potential innovation.

So, can anyone guarantee that an idea or marketing campaign will spread?

The short answer is no.

Sorry, I wish I had better news for you, but the fact is that nobody can guarantee that your idea or your marketing campaign will go viral. Why?

You’re dealing with humans living in a complicated world. We’re not all built the same and the same person can have different reactions to the same stimulus (driven by mood and context among other things). This can result in a perfectly spreadable idea or message being stopped dead in its tracks, depriving you of all of the potential downstream sharing that you might have been hoping for or counting on.

Sorry, you can’t guarantee spreadability, despite what opportunistic marketing consultants claiming to know the magic formula might tell you.

Spreading ChangeBut, an idea can be built to spread.

And I’d like to share with you a simple framework, for free, that you can download and spread far and wide.

Click here to download the “Planning to Spread” starter worksheet as a PDF.

It’s based on the same priniciples as mind mapping and it will help you start either with a particular node in mind (someone you’d like to reach and influence) and work backwards, identifying both how to evolve your idea to best influence that particular node, and how you might be able to reach them (at the same time). Or you can work from the idea outwards. Focusing primarily on the WHO and the WHY as you move outward.

The key questions to consider as you are “Planning to Spread” your idea are the following:

  1. What is your idea or message? (Does it resonate with my target audience?)
  2. Who are you trying to reach?
  3. How will you reach them?
    • When will they be most receptive to the message or idea?
    • Where will they be most receptive to the message or idea?
  4. Why will they engage? (What value will they get?)
  5. Why will they share? (What value will they derive?)
  6. How will they share?

Working your way thoughtfully through these questions will increase the chances that your idea or message will spread, but they won’t guarantee it. Going through the process however will help you refine your idea or message, help you think through the mechanics of how you might encourage and increase engagement, and may even help you uncover flaws in your idea or message that you missed (and give you a chance to fix them).

Planning to Spread WorksheetHappy spreading!
(and please let me know in the comments below any things I might have missed)

So what am I trying to spread?

Well, in the run up to my second book (this time focusing on the best practices and next practices of organizational change), soon I will be releasing a new collaborative, visual change planning toolkit to help organizations work smarter by planning their change initiatives (and projects) in a less overwhelming, more human way that will help get everyone literally on the same page.

This is the idea that I will be spreading and there are many ways that you can benefit.

One way is by becoming a case study volunteer. I’m looking to select a handful of companies to teach how to use the toolkit for free and feature their experience in my next book on the best practices and next practices of organizational change. If you would like to get a jump on the competition by increasing your speed of change (and your ability to work smarter), register your interest here.

But there are several other ways you can benefit, and all of them can be found here (including upcoming chances for consultants to train on the methodology and boost their revenue and success as they work with their clients around the world to deliver positive change). I’ll be focusing on teaching and tools, not consulting.

What message or idea are you trying to spread?


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Innovation Keynote and Change Planning Workshop Special

January Innovation and Change Planning Toolkit Special

To kickoff January with a bang I thought I would make a special offer to companies and event organizers who would like to get an excellent innovation keynote for their company or event attendees AND get a jump on your competitors by getting trained on how to use my new collaborative, visual change planning toolkit before they do.

This will be a great way to help innovation, change and project managers build strong momentum and results early in 2015.

Here is the offer:

Stoking Your Innovation BonfireBook me between January 21 and March 31, 2015 for either a:

  • 60-90 minute Innovation Keynote
  • 2-4 hour Innovation Workshop
  • 1 Day Innovation Masterclass

… and your attendees will at no additional charge:

  1. Be one of the first groups to get their hands on my revolutionary collaborative, visual change planning toolkit
  2. Get a 1 Day Workshop focused on organizational change and how to use the change planning toolkit

Buy an innovation keynote and get a full-day change planning toolkit workshop for free!

What could be better than that?

Book Braden Kelley for your event

P.S. If you missed my recent webinar ‘Innovation is All About Change’, click here and use PASSCODE 1515 to access the FREE recording (link expired).


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Agile Change Management is Coming

Agile Change Management

How fast is your organization capable of changing to continue to remain relevant and successful in the marketplace?

The world is changing at an accelerating pace as new technologies are discovered, developed, released and adopted by consumers faster than ever before. At the same time companies are rising to global scale faster and large, successful companies are disappearing faster too.

In this new reality that we all face, organizations of all types are going to need to:

  • Change how they change
  • Increase their organizational agility
  • Increase the flexibility of the organization
  • Become capable of continuous change
  • Inhibit the appearance and/or growth of change gaps that can doom your company

It is because of this tidal wave of change and a recognition that there is a need in the marketplace for more human change processes and tools that make change seem less overwhelming, that my next book for Palgrave Macmillan will focus on the best practices and next practices of organizational change (aka change management), and I’ve developed a new collaborative, visual change planning toolkit to go with it (but more about that later).

One way to do all of the items in the bulleted list above is to take more of an agile approach to change, to adopt some of the values and principles of the Agile Software Development methodology and use those to create a set of what could be described as Agile behaviors within the organization. If you are not familiar with the Agile Software Development methodology, I have included below the Agile Software Development Manifesto from http://agilemanifesto.org that details the values and principles of Agile Software Development. As you read through the manifesto I hope you’ll see that the values and principles can easily be applied to other endeavors outside of software development, whether that might in the project management discipline of your organization, or within your larger change initiatives.

Manifesto for Agile Software Development

We are uncovering better ways of developing software by doing it and helping others do it.

Through this work we have come to value:

  1. Individuals and interactions over processes and tools
  2. Working software over comprehensive documentation
  3. Customer collaboration over contract negotiation
  4. Responding to change over following a plan

That is, while there is value in the items on the right, we value the items in bold more.

Principles behind the Agile Manifesto

We follow these principles:

  • Our highest priority is to satisfy the customer through early and continuous delivery of valuable software.
  • Welcome changing requirements, even late in development. Agile processes harness change for the customer’s competitive advantage.
  • Deliver working software frequently, from a couple of weeks to a couple of months, with a preference to the shorter timescale.
  • Business people and developers must work together daily throughout the project.
  • Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.
  • The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.
  • Working software is the primary measure of progress.
  • Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely.
  • Continuous attention to technical excellence and good design enhances agility.
  • Simplicity–the art of maximizing the amount of work not done–is essential.
  • The best architectures, requirements, and designs emerge from self-organizing teams.
  • At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behavior accordingly.

Agile and Constant Change

FIGURE 1

You will see in FIGURE 1 that constant change sits at the center, Agile Values providing the initial direction for an organization with a committed goal of becoming more agile. Radiating out from Agile Values as we pursue success in coping with constant change will be our Agile Principles. But, ultimately we can’t live our values or follow our principles if we don’t exhibit behaviors that personify those values and principles. Unless our organizations begin to behave in a more agile way then the potential of truly becoming more agile will remain just words, and go largely unfulfilled.

It is because of the challenge of behaving in a new way that I encourage all of your to make a move towards a formal pursuit of organizational agility. To help you in this pursuit, I will soon be releasing my brand new collaborative, visual change planning toolkit for companies to use on their own (with free training for a select few who agree to use it and document their experience for the book). In addition I will be launching separate training for consultants so they can use the tools with clients in their change management and project management practices. Please register your interest here.

Using this new set of change planning and execution tools and processes will not only make change seem less overwhelming, but it will also help you build alignment behind your effort, help you work through as a group how to LITERALLY all get on the same page for change, and create a more agile organization as adoption of the tools spreads.

Stay tuned for more great change content coming soon!

In the meantime, check out the different ways to get involved.


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SPECIAL BONUS: You can now access my latest webinar ‘Innovation is All About Change’ compliments of CoDev with passcode 1515 (link expired)


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