On Google,, the 2nd most searched term in change management is ‘change management process’. Users are keen to understand a standard formula that they can apply to manage any change. Most users are looking for something simple, and clear, and lay out a step-by-step process that describes what they need to do to manage change.
Managing change is no longer the arena for change practitioners. The field of change management has grown in such leaps and bounds in the past 20 years that most leadership concepts now have a section on change management. Nearly all large 1st and 2nd tier consulting firms have a change management practice, even the likes of McKinsey, BCG,, and Bain.
Around us, we frequently see change management being mentioned. Change is even a visible tagline for the marketing campaign for lots of organizations. Accenture’s marketing tagline in 2021 is “Let there be change”. The Motto for The University of Technology Sydney is “Think. Change. Do”.
What are the common change management processes?
Prosci is one of the most known change processes, especially for those located in the United States. Change First has a ‘PCI’ (People-Centered Implementation) model. Then there is John Kotter’s 8 steps for leading change. What all the models have in common is the initial engagement and planning, followed by change implementation, ending with a transition and sustaining phase.
Companies like having one change process to follow.
Most organizations with a change management practice will have, as part of their offering, one change management process for all practitioners/managers to follow.
Why is that?
A common language to talk about managing change so that different stakeholders can refer to the same language, especially those who are not changing practitioners. Creating terms that are easily understood by stakeholders within the company makes sense.
Ensure new change contractors adhere to “the way of doing things” in managing change within the organization. This is often a big complaint, that a new contractor will bring with him/her new ways of doing things, many of which may not gel well within the particular organization.
Create a minimum level of expected quality in managing change so that at least the ‘minimum’ is carried out and that there isn’t anything obvious that is left out. This is especially important for project teams who may not know what change managers do and what outputs they should be working on.
Prosci’s ADKAR model, a framework focusing on five key elements—Awareness, Desire, Knowledge, Ability, and Reinforcement—that individuals need to successfully navigate change.
John Kotter’s 8 steps model for leading change, providing a roadmap for organizations to effectively manage change, from creating a sense of urgency to anchoring changes in the company culture.
So what is wrong with using a change management process?
Not one change process may be relevant for all cases Change management processes and concepts are good as general references to guide the change practitioner in baselining and learning the key steps that are critical in establishing a good change outcome. No change management process can suit every company and every type of change. This is why it is a good idea to leverage a diverse range of change processes for change managers who are starting out in the industry. Different change processes may cover different areas, therefore provide a synergistic range of references.
For example, John Kotter’s 8 steps of leading change are great for all levels of leaders and team managers as the model is focused on managers leading groups of people through change. On the other hand, Prosci’s ADKAR model is more suitable for a project context where there are a series of activities over several project phases to lead impacted stakeholders through the change.
Also, some change processes may not be applicable for all change scenarios. For example, the famous ‘change curve’ or the Kubler-Ross model of grief and loss. For some reason, this model has been applied so much within a change context that a lot of business people expect that the ‘change curve’ will always occur.
This is absolutely false. In the change curve, there is a prescribed process of shock, denial, frustration, and depression. There are not many change scenarios in which large groups of people go through these emotions. Examples include large-scale restructuring involving retrenchments. However, for standard process changes, technology upgrades, or new product launches, it is very rare that you will see this process being applicable at all.
Blindly following the process One of the biggest dangers and risks of following a change process is not to know when to deviate from the process. This may especially be the case for less experienced change practitioners. The outcome of blindly following the process can mean that the change actually does not happen and the change dial is not moved at the end.
What I often see from change managers who blindly follow the process is a change plan that contains a series of generic activities such as stakeholder engagement, communication, and then launch. Often in these cases, there isn’t a deep understanding of what the change involves from the perspectives of impacted employees. What it means to them may be more than just meeting informational needs. There could be subconscious attachments or preferences/habits that are hard to break.
An analysis of the perceptions and history of changes experienced by those impacted by change is critical. What you may uncover is potential anxieties, expectations, habits, and misunderstanding of what the change involves. This may be ignored by popular change processes.
Change processes may not be linear Experienced change practitioners have seen this. Often what is planned on paper does not actually pan out to be the case. Most change processes follow a scenario where everything goes well. But for complex changes, there are often mishaps or obstacles.
For example:
Key stakeholder groups were not identified upfront and the delay in engaging with them causes overall project delays and stakeholder complications.
Feedback from stakeholders is that the initial messaging was not clear enough and did not reach all groups. Another round of communications and engagement campaign is required to reset expectations.
Learning content was too long and did not sufficiently match employee expectations, thereby resulting in lower completion rates.
After the project rollout, as soon as resources were pulled out of the project team after go-live, adoption rates dived, resulting in little benefits achieved.
In many of these cases described above, the change practitioner needs to repeat certain processes, go back to previous steps, or even split stakeholders with some progressing further in the change process than others.
Following a process may inhibit experimentation One of the core aspects of agile ways of working in implementing change is experimentation. We see teams from development and marketing constantly experiment and learn to evolve into a solution that meets business objectives. In change management, there is little practice in experimentation, even though this is such a core part of agile.
Blindly following the process
One of the reasons could be that change practitioners are used to following a prescribed change process and not used to experimenting with their change approach. Instead, most rely on previous experience or what others have done in other change initiatives. Despite this, there are many good reasons for experimenting change approaches, especially for large/complex change initiatives.
Potential experiments can include:
Communication positioning
Leader storyline for the rationale of the change
Training content
Change measurement
Impact assessment design
Townhall design
Behavior reinforcement and incentives
Not sufficiently emphasizing the importance of measurement Measurement is one of the most important aspects of managing change. Without knowing exactly the outcome of each of the activities we are executing how do we know that we are in the right trajectory? Also, measuring our change intervention ensures that we have the exact gauge on how effective the interventions are, and also where the stakeholders are along the journey. If we’ve not had any complaints or ‘noise’ does not mean that all is well and that the change will take place.
How are you measuring your changes so that you understand where your stakeholders are transitioning to?
Future Trends: Discuss emerging trends and innovations in the field of change management, such as the integration of artificial intelligence, agile methodologies, or digital transformation initiatives. Providing insights into future directions can help readers stay ahead of the curve and adapt their change management strategies accordingly.
In addition to established methodologies, the future of change management is being shaped by cutting-edge technologies and innovative approaches that are revolutionizing how organizations navigate transitions. One of the most exciting developments is the integration of artificial intelligence (AI) into change management processes. AI-powered analytics can provide deep insights into organizational dynamics, predicting potential challenges and offering personalized interventions to drive successful change outcomes.
Furthermore, the rise of agile methodologies is transforming traditional change management practices. Agile principles emphasize adaptability, collaboration, and iterative progress, enabling organizations to respond rapidly to evolving market conditions and stakeholder needs. By embracing agile frameworks, change leaders can foster a culture of continuous improvement and empower teams to embrace change as a catalyst for innovation.
Moreover, digital transformation initiatives are reshaping the landscape of change management. As businesses undergo digital transformations to stay competitive in today’s rapidly evolving digital economy, change management becomes increasingly intertwined with technology adoption and organizational agility. Leaders must navigate complex ecosystems of interconnected systems, processes, and stakeholders, leveraging digital tools and platforms to drive seamless transitions and sustainable change.
Incorporating these emerging trends into their change management strategies, organizations can position themselves at the forefront of innovation, driving successful transformations that propel them toward future growth and success.
Ever since the epidemic began people have started to suffer mental health issues. In fact, according to Harvard Business Review, recent studies have shown that 42% of employees globally have experienced a decline in mental health since the commencement of Covid. This is not a surprise given that governments have routinely locked-down populations to ensure safety and contain the spread of the virus. For change practitioners driving change initiatives within this context, it is hard to ignore these facts.
However, a lot of change practitioners are advised to steer clear of any mental health issues since they are not health practitioners and not qualified to deal with mental health issues. This may be true. However, just because change practitioners cannot advise on dealing with individuals with mental health issues, this does not mean that their approaches cannot take mental health into consideration. In fact, if a significant portion of the employee population have experienced reduced mental health, this needs to be taken into account and not ignored. Ignoring the facts can mean unsuccessful change outcomes.
So how can change practitioners take into account mental health issues affecting employees so that they are still able to drive successful initiatives?
Common mental health issues
Firstly, let’s look closer at common mental health issues impacting employees during the pandemic.
Anxiety and Depression
A recent report found that a quarter of 10-24-year-olds in the United States (Centers for Disease Control and Prevention) said that they had seriously considered suicide. Other surveys consistently show significant increases in anxiety and depressive disorders and correspond with pandemic trends.
Symptoms of anxiety can range from insomnia, panic attacks, feeling of apprehension, or impending doom, and breathlessness. Anxiety symptoms can also be less physically pronounced such as sweating, dry mouth, dizziness, nausea, difficulty concentrating, and irritability. Symptoms of depression can include difficulty finding joy and difficulty in engaging in normal activities, low energy, declined appetite, hopelessness, and that everything seems an effort.
Languishing
For a section of the population, it may be that they are not feeling severe enough to be diagnosed as being depressed or anxious in a clinical sense. However, it does not mean that their mental health states are optimal. The New York Times labelled this ‘feeling blah’ as ‘languishing’ and that it could be the dominant emotion of 2021. Languishing is the in-between level of the optimal level of mental health and suffering from mental health illness.
People were not feeling burnt out of depressed per se. However, there’s less of the usual excitement, hope and joy in their usual daily lives. Recently I visited my medical practitioner and he commented that of his patients most are suffering various medical conditions and that there are definitely a lot more reports of mental health concerns. People who experience this may not even report it nor even notice it. First comes fewer social interactions, then comes increasing solitude and even isolation.
Incorporating mental health concerns in change delivery tactics
Acknowledgement
The first step to take in incorporating people’s mental health concerns in change delivery is to openly acknowledge this. A lot of corporate communications functions would much prefer to not touch anything that is even remotely negative. However, acknowledging what people are going through builds trust and connection. Ignoring the elephant in the room will not help to engage employees. It is not that this needs to be the front-and-centre of the communication messaging. However, mentioning that there may be employees suffering from mental health issues can be the first step in building improved connections and confront the stigma.
This is especially important if you are driving an initiative that will have a significant impact on employees. If you are requiring employees to undergo significant impact whilst they may be battling with mental health issues, then addressing it head-on is critical.
Role model and sharing of experiences
The initiative sponsor and various change champions can be leveraged to share their personal experiences in dealing with mental health concerns. This helps to de-stigmatize mental health in the workplace and open up the discussion of people’s challenges. During forums, town halls, or even in articles or newsletters, the sponsor can share his/her own experiences in dealing with mental health issues. The trick is to be candid and open. This helps to foster trust with the employees.
Picking up on cues when engaging with individual stakeholders
When working with various stakeholders it helps to establish routine of ‘checking-in’ to sense-check the mental status of everyone prior to starting the meeting. This helps to level-set everyone’s mental status prior to diving into work discussions and helps everyone to understand how others are doing, thereby creating connectivity and inclusiveness.
If you pick up particular cues that the stakeholder may be suffering from mental health issues check-in individually with them to see if they are doing ok. Then, connect them to any company resources available such as employee assistance programs.
Map out the initiatives that impact them – prioritise and sequence.
Mapping out the various initiatives that impact the stakeholder group is one of the most strategic tactics in this list. It means taking an end-user perspective and plotting out all the various initiatives and changes that impact them. Taking this end-user, and design thinking approach, we are not just concerned about the particular initiative that we are driving, but all the various initiatives that the person is/will be experiencing.
During times of change fatigue, it may be that proactive intervention may be required to better prioritise and sequence the change rollout to manage the capacity of the impacted stakeholders. To read up on how to do this refer to the following article:
Different employee groups may be experiencing different needs and challenges. Those with children and that are dealing with childcare challenges during the working day may be experiencing different mental health challenges than those who are singles. Singles may be more inclined to feel isolated and disconnected with limited social support.
By creating different segments, you can position communication messages to better target those audience groups. These are some ideas of potential change tactics for different employee groups:
Employees with children and/or dependents – Offering flexibility in selecting time slots for training sessions, or record any town hall sessions in case they were interrupted during the session
Fully remote workers – Scheduling engagement sessions that involve facilitated discussions on personal experiences in the broader sense beyond just the initiative itself
Non-remote workers – Organising virtual sessions for non-remote workers to connect with remote workers to foster greater connection
Managers – Organise engagement sessions with managers that include content on dealing with employees on mental health issues as a part of the overall manager engagement session content
Measure
As a part of the overall change tactic of successfully implementing the initiative, it makes sense to measure and track employee sentiments. A typical change readiness assessment survey may be supplemented by items on employee mental health. This will help to proactively assess the extent of the mental health challenge for employees and how they may impact the extent to which the initiative could be successful. Survey findings may be socialised with leaders to derive subsequent strategies to tackle the issues.
Surveys do not need to be long and exhaustive. A common digital practice for applications is short, and sharp pulse ratings that only have a few items. Having frequent pulse surveys also helps to assess the development of the issues at hand and to what extent employee sentiments are as anticipated.
You know the drill …. having been around the blocks and worked on many projects you’ve seen these many times over. Change managers often go through similar experiences as we progress through each phase of the project.
What has been your experiences across the various project that you’ve worked on? What are some of these typical ‘defining moments’ for change managers?
These are 10 signs that you’ve been around long enough to see as a change manager 🙂
1. The project brings you in after the project approach has already been set and you are supposed to ‘fix’ bad stakeholder engagement
2. Your project team and/or stakeholders give you funny looks when you start talking about change activities other than comms and training
3. You constantly feel like you’re the go-between with the project and the difficult stakeholders
4. You dread having to manually fill in rows and rows of xls data about who’s who in your stakeholder matrix and detailed change impact assessment
5. Corporate comms persistently changes most of the messages you’ve written for project comms and you just want to tear your hair out because the content becomes incorrect
6. You sit in project update meetings where everyone goes through data points such as defects and performance updates, and you feel inadequate not using hard data all the time, or you get skipped entirely in the round-robin
7. You feel that you’re often the ‘dumming down’ translator who needs to constantly translate project messages for 5-year-olds otherwise you get confused responses
8. You find it a struggle to get time with your project sponsor, and he/she ends up delegating meeting attendance most of the time. You wonder why they’re the sponsor in the first place
9. You suddenly find out that there are other project changes that impact your stakeholders very late in the picture and it’s a scramble to ensure your project remains the key focus
10. You have nightmares about dealing with a difficult stakeholder who is showing all the signs of resistance and is blocking everything you’ve planned
Gamification is the application of game elements to non-game activities. Whilst gamification has been around for a long time, it is only recently that it has been formalised as a structured method to achieve specific outcomes.
We see the application of gamification all around us. Yes most of the apps we use on our phones have game design elements. However, more broadly, we can see this all around us. Through gamification design, we can make significant behaviour changes.
Two of my favourite examples are:
1.Improving aim and decreasing spillage in urinals.
Amsterdam airport wanted to keep the urinals clean and reduce spillage. They pinpointed the aimed spot within the urinal design where the least spillage happens. What happened was that men would aim for the fly as a fun activity (or even aiming subconsciously), and thereby reducing spillage.
The fly acts as a target
2. Encouraging physical activity by taking steps vs. the escalator
In Sweden, they did an experiment to see if they could encourage people to take steps over the escalator by making it fun to use steps. This was at Odenplan (where I used to frequent regularly on my way to bars in my younger days), a major subway stop in central Stockholm. They turned the steps into a piano where stepping on a step would the be same as hitting a piano keyboard. The result was that 66% of people chose the steps over the escalator. Here is a video that shows the behaviour of people as they use the stairs. https://www.youtube.com/watch?v=7frzYFcbqjc
You will notice that these elements are not necessarily about playing a ‘game’ per se. Instead, they’ve borrowed elements of game design to engage people and make it more fun. However, ultimately there is a very clear goal and clear behaviours to be achieved.
6-D model of gamification
The 6-D model of gamification is a very practical step-by-step framework to help you design an effective change intervention using gamification. The value of this framework is that it ensures that there are clear objectives and focus before jumping into utilising one of the many gamification tactics.
These are the 6 steps to follow:
Define Business Objectives – Define the goal you are aiming for. Is it increasing stakeholder engagement scores? Is it increasing the viewership of articles? Or is it getting users to follow the new process?
Delineate target behaviour – Define the target behaviours you are aiming to achieve. Note that behaviours need to be discrete and concrete. Then, decide how you are going to measure them. For example, let’s say you want to get users to follow the new additional process steps. What actions do you need users to perform? How do we know if these processes have been performed? Can the outcome of performing these steps be traced or observed? Are these documented? Are they easy to report on?
Describe your players – How well do you know your target audience/users? In this step, you need to clearly articulate and define exactly what they are like. For example, what are their demographics? How do they tend to behave? Do they have a history of behaving in certain ways in certain situations? If you need them to add more steps in a new process will they tend to ignore it?
Devise activity loops – In this step, we are identifying the key motivations involved to sustain the desired behaviour. Are there particular reinforcements required to sustain this behaviour? Do we need to design feedback loops? For example, if you need to ensure that the user performs 3 additional process steps, what triggers or reinforcements are required? What notifications need to be in place to remind the user and motivate him/her to perform these steps? And how do we reward those behaviours?
Don’t forget the fun – This step may seem quite generic but nevertheless an important part of the design process. People prefer to perform tasks that are more fun. However, it is not always easy to determine what is considered fun. It is about incorporating the element of interest and fun where possible to increase engagement. For example, can the messaging or graphic design incorporate an element of fun? Or can the notification or reward elements be designed to incorporate fun?
Deploy appropriate tools – This is the action step. It is about choosing the right gamification tactic to deploy your change. There is a very long list of various gamification tactics to be leveraged. Here, we will review 10 different tactics and demonstrate examples from The Change Compass.
Now that we understand the theory and steps required. Let’s put these into practice.
10 example of gamification elements and how The Change Compass has applied this
1.Onboarding tutorials
The classic approach for change practitioners in implementing changes has tended to rely on training. However, depending on the change being introduced there are more engaging ways to socialise the change.
For example, with a new system there are tools to create context-specific walk-throughs and detailed explanations that are more engaging. These are not necessarily part of the tool design itself. There are digital tools such as Stonly, Help Hero, as well as a myriad of others that may be leveraged to easily design context-specific onboarding.
Here are some examples how we use context-specific onboarding walk-throughs and information.
This is the context-specific guide to help users navigate the features
The Help button on the right is context-specific to provide detailed guides
The Help button expands providing detailed guidance to the user
2. Theme
At The Change Compass we love using the airport analogy because it explains the various components within the system that needs to hum for holistic portfolio change management. Each plane is an initiative and how the airport is run is portfolio management. The available runway is the business change capacity. Stakeholders understand this because it’s a tangible analogy that they have experienced first-hand.
We’ve embedded the airport theme in different parts of the application to create a sense of fun and visually more interesting. For example, here are some examples of how we have done this.
The user experiencing the airport analogy when creating an initiative
Another example of using graphics/language to be on theme
3. Random rewards
This tactic is about creating excitement and unexpected reward to surprise users in a positive way. Ideally, it would bring a smile to users since they were not expecting this pop-up or another form of reward.
For example, we have created various automation features to make it significantly faster for users to enter data. And when the task is completed we surprise users with a pop-up that celebrates this task completion.
Here a pop-up animation provides a pleasant surprise/reward
4. Status/points/leaderboard
The leaderboard concept is quite a common tactic to generate engagement and in this case competition. The idea is that those that have the highest points feel a sense of achievement and recognition. Please note that it depends on the motivation of users and may not work in all contexts.
We have created a user community to promote sharing of practices. In our platform there is a leaderboard that shows who has made the most comments.
5. Customisation
Customisation gives users the ability to tailor and customise their experience. The more users spend time and effort to ‘create their space’ the more wedded and engaged they become. Most people are familiar with the concept of using avatars as an expression of themselves. This is another way of expressing who they are digitally.
In our application we allow users to upload their own avatars. In keeping with the overall airport analogy, we have ready-made avatars of different airline characters for them to choose from. Again, injection a bit of fun into the experience.
6. Challenges/quests
Challenges or quests keep users engaged and interested. It could arouse their curiosity and through this increase their likelihood of undertaking a particular task. It could be a question or a notification to let them know of a new feature. It could also be quizzes or Q&A to challenge users and thereby increasing their knowledge.
7. Sharing knowledge
Building features to allow users to share knowledge and support one another can be a motivating feature for some users. Helping others and building credibility can be intrinsic motivation for some. After all, helping others makes one feel good.
Our Change Tribe community has been a great platform for users to exchange tips and experiences. Different channels are setup to address different types of sharing. For example, ‘Feedback and features’, ‘Sharing practices’, ‘What’s new’, ‘Community tips’.
There are various platforms available for you to build community for users. It can be using your corporate Yammer platform, or others such as Slack or Tribe.
8. Voting/voice
Giving users the ability to have a voice and share their feedback can be powerful and engaging. However, depending on the platform you are using you may need to manage the types of feedback that are openly shared. Giving users the ability to vote can also be quite powerful.
For example, at The Change Compass our features backlog is primarily determined by users and their feedback. This ensures that users feel that they determine how the application is designed and therefore feel more invested.
9. Meaning/purpose
Having a clear and strong of meaning and purpose may seem like a no-brainer for change practitioners. Yet this is a very important one for game design. The most engaging games that instill a strong sense of purpose for the user, where the user feels emersed into executing on the purpose.
In the same way, designing meaning and purpose into all facets of the change intervention is critical. Ideally, with every step of the change journey, the user can feel ingrained into carrying out steps towards the purpose of the change.
For example, in The Change Compass we have an Action Planning module where the application steps the user through the analysis of the data, key observations, patterns, and what actions to take to potentially package or re-sequence the change rollout. This helps to directly address the overall purpose for the user in using the platform.
An excerpt from the Action Planning module to help walk users through analyses and recommendations
10. Social discovery
Social discovery is about enabling the support of users to find one another so that they can connect. This helps to support those with shared interests or connections. People are social creatures and we like to find others with whom we have shared interests. Think about designing your change intervention in a way that supports social discovery and networking.
For example, The Change Compass is about sharing initiatives across the organisation and the impacts they have on different parts of the company. Initiative drivers can discover other initiatives and how they may potentially impact the same stakeholders. This leads to better alignment and shared understanding and therefore makes it easier to collaborate for a better business outcome.
Now it’s your turn! What are some of the gamification tactics that you will deploy to improve stakeholder engagement and ensure your change initiative is designed with a view to creating a deeply involving experience for users?
To read more articles about agile practices within change management please click here. Or, to read more about different change approaches click here.
