In today’s dynamic business environment, marked by ongoing disruptions like environmental challenges, economic shifts, and the rapid advancement of AI tools, the pace of change demands that organizational agility and change readiness become critical capabilities for sustained competitive advantage and success. As businesses strive to remain competitive and responsive to ever-changing conditions, change practitioners play a pivotal role in designing and incorporating agility into their change planning and implementation efforts.
This article explores the importance of agility in creating an agile organization through effective organizational change management, drawing on research from industry experts such as McKinsey, and offers valuable insights for change practitioners to foster agility in their projects while building a change-ready workforce and navigating unpredictable business decisions, stakeholders, and environments.
The Significance of Agility in Change Management:
Agility has emerged as a key attribute for organizations seeking to thrive amidst disruption. McKinsey’s research on enterprise agility highlights the positive business impact achieved by companies that effectively embrace agility. These organizations demonstrate higher customer satisfaction, increased revenue growth, and improved employee engagement. By incorporating agility into their change initiatives, organizations can respond swiftly to market changes, capitalize on emerging opportunities, and mitigate risks more effectively.
Specifically, what this means is that imagine you are in a program of 5 projects over 2 years. All projects are working with a range of stakeholders within 2 divisions. There can be significant influence that your program can have on the work practices of these 2 divisions over a 2 year period. Now imagine incorporating agile practices in how you implement change. You now have the ability to really shift the dial for these work functions.
Designing Agile Change Management Strategies:
Change practitioners working on individual projects play a vital role in fostering agility within their organizations. To design and incorporate agility into change planning and implementation, practitioners should consider the following strategies:
Embrace iterative approaches: This may sound like a no-brainer, but definitely start by incorporating agile principles into your project planning and delivery. By breaking down change initiatives into smaller, manageable increments, practitioners can iterate and adjust their strategies based on real-time feedback and evolving stakeholder needs. Not a lot of change practitioners do this well. A lot still follow the standard plan and execute approach without a lot of iteration and pivoting of tactics and approaches.
Foster a culture of experimentation: Encourage stakeholders and team members to experiment with new ideas and solutions. Create a safe environment where psychological safety is prioritized, and setbacks are seen as learning opportunities, enabling continuous improvement and challenging the status quo of innovation. You may or may not have the luxury of being a part of a project team that promotes this environment. However, you can proactively set the expectation with your stakeholders and explain why this is valuable to help deliver a better change outcome.
Encourage collaboration and cross-functional teamwork: Establish channels for open communication, collaboration, and knowledge sharing. Cross-functional teams can contribute diverse perspectives and expertise, enabling quicker decision-making and adaptability. This may sound like a generic corporate speak … team work and collaboration. However, you can easily design cross-functional teams, work processes and decision making forums to encourage this. The connection and collaboration across teams helps them to be more agile to understand different business forces and perspectives, avoiding ‘insular thinking’.
Prioritize flexibility and adaptability: Recognize that change plans may need to be adjusted or revised as circumstances evolve. Build flexibility into the change management process, allowing for agility in response to unexpected challenges or opportunities. In every project, there are aspects that are different from other projects, even if you are involving the same stakeholders. Designing chuncked-down, flexible modules of change helps you to be more agile.
Remaining Agile as a Change Practitioner:
Change practitioners themselves must also cultivate transparency and agility to navigate the dynamic nature of their projects. Here are some key strategies for remaining agile:
Embrace a growth mindset in your change approach: Adopt a mindset that values continuous learning, adaptability, and continuous improvement. Embrace new change tactics, methodologies, technologies, and tools that enhance your change management capabilities. Try new digital or automation solutions.
Develop strong relationship-building skills: Cultivate effective relationships with stakeholders and maintain open lines of communication. Building trust and rapport enables better collaboration and facilitates agility in responding to shifting stakeholder needs. By doing this, you can have much more influence on your stakeholders.
Stay informed and anticipate change: Continuously monitor industry trends, technological advancements, and organizational dynamics. Anticipate potential disruptions and proactively adjust your change plans to accommodate evolving circumstances. This requires strong business acumen.
Foster personal resilience: Change management can be challenging, particularly when faced with unexpected changes. Develop personal resilience by cultivating emotional intelligence, stress management techniques, and the ability to adapt to new circumstances. To lead and influence your stakeholders you need to be their anchor.
In an era of ongoing disruptions and environmental challenges, agility has emerged as a crucial capability for organizations embarking on change initiatives. Change practitioners play a pivotal role in designing and incorporating agility into their change planning and implementation efforts.
By embracing iterative approaches, fostering a culture of experimentation, encouraging collaboration, and prioritizing flexibility, change practitioners can drive agility within their organizations. Additionally, by developing a growth mindset, nurturing strong relationships, staying informed, and fostering personal resilience, change practitioners can remain agile in the face of evolving business decisions, stakeholders, and environments. Embracing agility in change management is key to successfully navigating the ever-changing landscape of the digital world.
Change is an inevitable part of, not just corporate life and business processes, but life in general. It’s a natural occurrence that we all must face at some point. But despite the many benefits that organizational change can bring, many of us are still reluctant to embrace it. After all, for many, it is easier to keep doing the same thing than to do something different and unknown. With the unknown comes risks of disruption and a desire for consistency. Risks that may be scary. Risks that things may be worse than the current scenario.
Often resistance to change can be thought of as an outcome of bad change management. If you don’t effectively manage your stakeholders or have not effectively assessed the impact of change, there are likely going to be common reasons for root causes of resistance for change resistance, including a lack of confidence among stakeholders. Resistance may arise from bad change interventions, including ineffective consultation or engagement of stakeholders.
However, sometimes despite everything you’ve done. You’ve ticked every box and followed almost a ‘textbook’ approach to the change process. Despite this, you are still getting change resistance from some stakeholder groups. Why is this happening?
Sometimes there may be very few levers you can pull in preventing the resistance. You’ve gotten your leadership cohorts to reinforce and evangelize the purpose and benefits of the change. You’ve tried all you can to reach the hearts not just the minds of what you think impacted employees want to hear.
Why is this happening? It could be the fear of failure or loss aversion that has led to the resistance. This is the research-backed fact that people tend to have a cognitive bias where the pain of losing is much stronger than the pleasure of gaining.
One example of this phenomenon is why people stay in bad marriages. Despite the obvious benefits of leaving an unhappy marriage, many people still choose to stay in it. This is because they fear the loss of familiarity, comfort, and security that their marriage provides. This is despite how unhappy they honestly are in the marriage. They may also be afraid of the unknown or the changes that come with divorce. These same fears and reluctance to change can also be seen in organizations and their team members facing change.
For something less dramatic, another example could be changing phones. We are wedded to our phones for a big chunk of how we run our lives. Changing a phone operating system, brand, or even model can be a quite a change that a lot of people are not inclined to go through, until they are pushed to do it.
When organizations decide to implement successful changes, they often focus on the potential benefits that will come from the change, including the introduction of a new product line. They may present a logical argument for why the change is necessary and how it will benefit everyone involved. However, even with a clear and logical argument, people may still be reluctant to embrace change. This is because change often means loss, even if it is the loss of something negative or unwanted.
For example, if an organization decides to implement new software, employee resistance may occur even if it will make their jobs easier and more efficient. This is because they are comfortable with the current system, and they fear the unknown as a significant cause of resistance, or the potential loss of job security and skills that they have developed with the current system. They may also fear that the new system will require them to learn new skills or take on new responsibilities, stemming from their fear of the unknown. This can be despite your best efforts to create a positive picture of the end state.
There are still lots of examples in organisations where employees prefer to stick to their current manual ways of work using spreadsheets, versus the more efficient and effective digital tools.
They may have created the spreadsheet themselves. They may have spent months building consensus across the organisation to use this process. Changing this process could mean not only a lack of familiarity, but it could also result in a loss of their ‘importance’ of their role. So as a result, people continue to maintain the status quo. Stay within the comfort zone. After all, if they don’t change, they can’t be ‘blamed’ if something goes wrong.
As change practitioners, we cannot just blame those impacted by the change. We may also need to see if this applies to us. For example, a lot of change practitioners still use manual spreadsheets to create a ‘single view of change’ despite the amount of manual work that is required. They may have faced leaders who question the integrity of the rating system or become ‘bored’ with the same heatmap or chart since they can’t use it to make black-and-white business decisions. But, fear of the unfamiliarity dominates.
Organizations need to recognize this fear of loss and work to address it in line with their organizational goals, as clarity is essential in managing change. Here are some practical suggestions for designing change initiatives that can help tackle this barrier:
1. Look at the data about how your target employees have responded to different types of changes in the past. What types of responses were there with a certain type or volume of change? How were these dealt with? What were the outcomes? What types of employees were more ‘resistant’ than others?
2. Communicate Clearly, Early and Transparently: Slow change adopters may need more time to prepare for change and what it means for them. Involving key stakeholders as part of the communication process can clarify available options if they do not like the end state. What if they disagree? Communication should be clear, transparent, and empathetic. It should focus on the benefits of the change, and address any concerns or fears employees may have. It should also focus on what would happen if the changes are not adopted.
3. Involve employees in the Change Process (where it makes sense): Inviting employees to participate in the change process can help them feel more invested in the change and less fearful of losing control. When employees have a voice in the decision-making process, they are more likely to feel valued and respected. This also allows businesses to identify potential challenges and concerns that employees may have, which can be addressed before the change is implemented. In addition, setting key metrics can help in evaluating the effectiveness of this approach. This approach may need to be applied carefully, especially when dealing with a highly resistant group of employees. If not carefully managed, the change approach may get out of control.
4. Provide Support: Change can be overwhelming and stressful, especially when employees feel like they are not equipped to handle it. Providing support and training can help employees feel more confident and prepared for the change effort. It can also help them see the benefits of the change more clearly. This may sound like common sense. But it’s amazing how many change initiatives don’t provide any support to impacted groups, beyond technical support.
5. Celebrate Successes: Change can be a long and difficult process, so it is essential to celebrate successes in a timely manner along the way. Recognizing and acknowledging employee efforts and successes can help maintain momentum and motivation. This is another seemingly ‘no-brainer’. Designing a series of successes helps create positivity.
6. Be Patient: Change takes time, and employees need time to adjust. It is essential to be patient and understanding. Rushing the process or ignoring employees’ concerns can lead to resistance and resentment. In your change readiness assessment or strategic plan during the baselining phase of the project, if you’ve found that change adoption could be slow and resistance could be expected, ensure you’ve factored in sufficient timing.
Change is difficult, even when it makes logical sense and has many benefits. People are often afraid of losing something, even if it is something negative or unwanted, which can lead to discomfort. Organizations need to recognize this fear of loss and work to address it when implementing changes. Recognising this cognitive bias is the first step. By providing support, and resources, and involving employees in the change process, organizations can help reduce the fear of loss and successfully implement change.
Rethinking Change Champions Beyond the Project Lens
For decades, the change champion has been a familiar figure in large-scale transformation projects – the trusted liaison between the change team and the business, responsible for rallying colleagues, answering questions, and providing on-the-ground feedback.
But in most organisations, they are treated as short-term, disposable resources: assembled for a single initiative, tasked with helping during deployment, and then disbanded as soon as the project reaches steady state.
This project-by-project approach misses a critical opportunity.
Increasingly, forward-thinking organisations are moving towards an enterprise change champion model and treating these roles not as temporary assignments, but as a strategic, cross-project capability that sits at the heart of building a more change-resilient workforce.
Why the Traditional Change Champion Model Falls Short
The conventional change champion construct has obvious strengths:
Champions are close to the ground, embedded in business units, and understand local challenges.
They can translate change plans into the everyday realities of their teams.
They give the project team early warning signs about resistance or readiness issues.
However, the limitations are equally apparent:
Short-Term Focus – Once a deployment is complete, project change champions are often released without retaining the capability they’ve built.
Loss of Internal Expertise – Any lessons learned, trust built, and skills acquired fade quickly when champions return to their ‘day jobs’ without a broader mandate.
Fragmentation – Each project recruits, trains, and manages its own champions independently, leading to inconsistent standards and duplicated engagement with the same stakeholders.
Missed Development Opportunities – Some of the most promising leaders remain untapped between projects.
When organisations experience continuous transformation with multiple overlapping initiatives, with varying scopes and impacts, this ad-hoc model leads to change fatigue and diluted influence.
A Step Change: The Enterprise-Wide Change Champion Network
What It Is
Instead of recruiting champions per project, the enterprise model creates a standing network of empowered, skilled employees and first-line managers who are trained, nurtured, and deployed to support any change in any part of the organisation.
They operate at two primary levels:
Employee-level champions – embedded in day-to-day operations, they bring peer credibility and act as the first touchpoint for change comms and readiness checks.
First-line manager champions – supervisory-level influencers who bridge the gap between leadership and frontline teams, actively managing the people side of change.
In addition, division-level representatives coordinate champion activity across their area and connect with the enterprise portfolio of changes. Some may sit in operational planning, HR, or directly in an enterprise change team, depending on organisational structure.
The Case for a Longer Term Champion Network
Change execution is not just about effective rollout – it’s about repeatable, scalable ability to change. The enterprise champion model delivers three key benefits that move the needle:
Sustainable Capability – Skills in influencing without authority, creative engagement, and grassroots communication are retained in the organisation.
Faster Time-to-Adoption – Champions already know the frameworks, templates, and rhythms of engagement, so each new change ramps up quickly.
Talent Pipeline – Champions gain visibility, influencing opportunities, and leadership exposure, making them prime candidates for promotion into leadership, project, or change roles. Many organisations using this model have inadvertently built a ‘leadership incubator’ in the process.
Selecting the Right Champions: Intake Principles
Not every employee is suited to being a champion. The selection criteria are critical to ensuring the network is both high-performing and credible:
Motivation – Champions must see value in playing the role, both intrinsically (desire to help the organisation evolve) and extrinsically (career growth, recognition).
Communication Skills – Ability to translate technical or abstract change messages into plain language for peers.
Coordination and Influence – Capable of corralling colleagues, keeping engagement high, and working across both formal reporting lines and informal networks.
The intake process should feel purposeful. This is not “volunteering” in the casual sense – it’s joining a professional network with enterprise significance.
Beyond Cheerleading: Shaping Change from the Ground Up
Traditional change champions too often become just “posters and cupcakes” – the enthusiastic promoters of a change, but with little voice in how it is planned or measured.
In the enterprise model, champions:
Raise Awareness – in ways that are relevant to their teams and culture, rather than relying on corporate one-size-fits-all messaging.
Sense-Check Readiness – gathering feedback and sentiment before key milestones, providing accurate insight back to project and leadership teams.
Design Local Engagement – creating tailored activities that make the change tangible and exciting.
Co-Own Measurement – participating in tracking adoption and readiness, and linking these to operational performance where relevant.
This measurement element is powerful. If champions see what is changing, when, and how much across the enterprise, they can better pace local adoption and avoid overwhelming their teams.
Now we turn to the how: the design, governance, and development practices that make an enterprise-wide change champion network a strategic business capability — trusted by leaders, respected by peers, and seen as a genuine driver of change adoption and organisational learning.
1. Designing the Enterprise Change Champion Model
A well-performing network of champions doesn’t rely on goodwill alone. It’s a deliberate, resourced capability with defined structure, integration points, and a clear operating rhythm.
a. Network Tiers
The most effective enterprise models feature three interconnected levels:
Local Champions (Employee Level)
Embedded within everyday operations.
Directly influence peers through trust and credibility.
Ensure changes are contextualised for their specific work environment.
First-Line Manager Champions
Serve as change role models for their teams.
Help translate strategic initiatives into operational priorities.
Manage workload balance between BAU and transformation demands.
Divisional / Functional Representatives
Coordinate local champions within their function or geography.
Interface with enterprise-level change, HR, or operational planning teams.
Escalate systemic adoption risks or barriers.
b. Integration with the Enterprise Operating Rhythm
Champions must be integrated into core business cycles, not treated as an “extra thing they do in their spare time”:
Quarterly Business Reviews – Include updates on change readiness and adoption.
Operational Meetings – Reserve time for upcoming change briefings.
Annual Planning – Involve champions in pipeline awareness so they can pace change delivery for their teams.
This ensures the network’s role is embedded, not bolted on.
2. Governance: Balancing Structure with Flexibility
A champion network requires governance to maintain credibility, but too much rigidity can limit creativity and ownership. Senior practitioners should consider:
a. Clear Mandate
Document the network’s remit:
To build and sustain readiness for change across the enterprise.
To surface ground-level issues early.
To contribute to measuring change adoption.
This clarity prevents champions from being used as “free event organisers” rather than strategic enablers.
b. Sponsorship
High-performing networks have active executive sponsorship, ideally within the executive team, ensuring:
Visibility at the top table.
Authority to escalate blockers.
Access to resources.
c. Role Tenure and Rotation
Typical tenure: 18–30 months, with renewal based on performance and availability.
Regular rotation broadens exposure for more employees, refreshes energy in the network, and reduces burnout from continuous change advocacy.
An enterprise network will only be as strong as its learning and development program. Champions need more than “change updates” – they need targeted skill-building.
a. Core Skills Curriculum
Influencing Without Authority – Building informal power and trust networks.
Change Fundamentals – Understanding models, frameworks, and adoption levers.
Storytelling for Change – Shaping narratives that inspire action.
Sentiment Analysis – Gathering and interpreting feedback on readiness and concerns.
Metrics Literacy – Understanding change dashboards and linking people data with performance outcomes.
b. Experiential Development
Shadowing Project Teams – To understand the “engine room” of change delivery.
Rotations Across Divisions – Cross-pollination of experience and approaches.
Facilitating Workshops – Hands-on leadership of engagement activities.
c. Recognition and Career Pathways
If you want the best people to step forward as champions, you need to position it as a career accelerator:
Formal credits in performance reviews.
Priority consideration for emerging leadership or project roles.
Public recognition in forums or internal comms.
4. Linking Champions to Change Metrics: Data as an Engagement Tool
One of the most powerful enablers of an enterprise champion network is visibility of change data– not just for executives, but for the champions themselves.
When champions can see:
The enterprise change portfolio – what’s coming, when, and where.
Impact heatmaps – the degree of change affecting each function.
Adoption trends – progress metrics by region, team, or process.
…they can better inform their local teams, manage change saturation, and proactively address pockets of resistance.
Champion-Led Reporting Loops
Champions provide local sentiment and engagement data back to the change and leadership teams.
This creates two-way measurement, balancing top-down project metrics with authentic ground-level insight.
5. Sustaining Momentum Over Time
Even the most enthusiastic champion cohorts can lose energy without deliberate momentum-building mechanisms. Senior leaders can embed sustainability by:
Regular Cohort Events – Quarterly summits to refresh skills, share success stories, and align on upcoming priorities.
Recognition Rituals – Spotlighting champions who have made significant local impact.
Knowledge Hubs – Digital platforms to share templates, tools, and peer insights.
Graduation Paths – Allowing champions to “graduate” to advanced roles (e.g., mentoring new champions or stepping into change leadership roles).
Proving Impact, Embedding Talent Pipelines, and Cultivating a Change-Agile Culture
Previously we explored the rationale for shifting to an enterprise-wide change champion model and how to design, govern, and develop a high-performing network. Now we close the loop by focusing on how to demonstrate return on investment (ROI), embed the champion network into talent and leadership pipelines, and drive a culture where agility and change readiness are organisational norms.
1. Demonstrating the Strategic Impact and ROI of the Champion Network
Transformation leaders need to show tangible value to maintain investment in the champion model. This requires defining and tracking the right measures across multiple dimensions:
a. Change Adoption Metrics
Speed to Adoption: Time taken for teams to reach defined levels of new process or tool usage.
Adoption Volume: Percentage of the workforce actively using or complying with the change.
Resistance Incidence: Frequency and severity of resistance signals identified via champions.
b. Employee Engagement and Sentiment
Regular pulse surveys co-designed with champions to gauge readiness, concerns, and morale.
Qualitative feedback from champions about barriers and enablers on the ground.
c. Talent Development Outcomes
Promotion and role progression rates of change champions.
Retention of champions compared to peer groups.
Champion participation rates in subsequent change initiatives.
d. Business Performance Linkage
Where possible, correlate change adoption rates with key performance indicators affected by the transformation (e.g., productivity improvement, customer satisfaction, error reduction).
The narrative around these metrics should highlight how the champion network reduces risk, accelerates change, and strengthens leadership pipelines—making it easier to secure ongoing support and resources.
2. Embedding the Champion Network into Talent and Leadership Pipelines
One of the most powerful aspects of an enterprise change champion model is its ability to develop future leaders through hands-on, cross-functional change experience:
a. Career Pathway Integration
Define clear career pathways linking champion roles to leadership, project management, and change leadership positions.
Include champion experience as a valued skill in performance appraisals and promotion criteria.
b. Succession and Rotation Planning
Rotate champions through different business units and change projects to broaden their exposure.
Use the network as a talent pipeline, actively identifying high-potential employees for targeted development.
c. Leadership Sponsorship and Mentorship
Engage senior leaders as sponsors for champions, providing mentorship and visibility on strategic initiatives.
Create mentorship programs pairing seasoned change professionals with champions to accelerate learning.
When treated seriously as a talent development program, the champion network becomes a leadership incubator that benefits the organisation far beyond the immediate change portfolio.
3. Cultivating a Change-Agile Culture through the Champion Model
Beyond skills and metrics, the enterprise champion model shapes an organisation’s cultural DNA by embedding change agility as a norm:
a. Peer Influence and Grassroots Advocacy
Champions serve as trusted peers who normalize change discussions, reducing fear and uncertainty.
Their ongoing active involvement signals to employees that change is continuous and manageable.
b. Building Collective Ownership
Shared responsibility for success is fostered as champions co-own change outcomes with leadership and project teams.
This prevents change being viewed as “something done to us” and instead as “something we drive together.”
c. Transparent Communication and Feedback Loops
Regular updates from champions create a two-way dialogue between employees and leaders.
Transparent sharing of data and progress builds trust and accountability.
d. Resilience and Adaptability
The readiness and skills of champions help the organisation respond dynamically to shifting priorities and emerging challenges.
4. Case Study Insights: Organisations Leading with Enterprise Change Champions
Many organizations have reaped significant benefits from this approach:
A global financial services firm reported a 30% faster adoption rate for technology transformations after establishing an enterprise champion network, alongside measurable improvements in employee engagement during change windows.
A large insurer credits their champion network with preventing change fatigue across multiple simultaneous programs by pacing adoption and tailoring communications locally, thereby maintaining high service continuity.
These examples highlight that a well-designed enterprise champion model is more than a support function. It is a strategic enabler of organisational resilience and talent development.
Closing Thoughts
Building a sustainable enterprise change champion model requires commitment, structure, and investment. But the payoff is clear: an organisation equipped not only to execute change more effectively but to cultivate the next generation of leaders who understand change at a deep level.
By proving impact through metrics, integrating champions into career pathways, and cultivating a culture of collective ownership and agility, senior change and transformation practitioners can transform their organisations into change-ready powerhouses.
If you’re keen on setting up an enterprise change champion group powered by change data insights, reach out and chat to us.
It used to be that change management is the ‘poor’, neglected cousin of other disciplines in terms of access to functional software to assist in its performance across every aspect of change and risk management. There is a wide range of software available for a range of project management disciplines such as, business analysis, testing, project management, portfolio management, etc. However, for change management, the pickings have been almost non-existent 10 years ago.
Fast forward to 2022, there is now a handful of change management software in the market to assist with various work categories for the change manager. However, there is still ways to go in the understand of organisational change management in the marketplace. Compilations of change management software offering on the internet is usually a mixture of all types of software, many of which are not organisational change management in nature, and instead, technical change management (used by IT folks). For example https://orgmapper.com/change-management-tool/
How does a change management process help a company?
A change management process helps a company by providing a structured approach to minimizing disruptions and transitioning individuals, teams, and organizations from a current state to a desired future state. It minimizes resistance, enhances communication, and ensures that changes align with business goals, ultimately leading to smoother transitions and improved outcomes.
How can change management software help the change practitioner?
What is the implementation of change management?
The implementation of change management involves a structured approach to transitioning individuals, teams, and organizations from a current state to a desired future state. It includes strategies for managing resistance, communication plans, and training initiatives to ensure that changes are adopted effectively and sustainable within the organization.
Project change delivery
The vast majority of change management professionals in the industry are focused on delivering projects and implementing effective change management strategies to enable them to make an informed decision about their approach. It’s no wonder that most change management tools, including project management software and various change tools, are focused to support the entire change process and project delivery as a result, maintaining consistency throughout all initiatives. What are some of the areas in which project change delivery work can be made easier by software?
1. Automating change management deliverable work
A significant part of the work of change management professionals is spent on preparing for and documenting a clear roadmap of change management deliverables. These include detailed impact assessment, learning plan, stakeholder matrix, and type of change plans, etc. These deliverables are critical documents which are critical dependency for other project milestones. For example, stakeholder analysis and matrix is critical before broader stakeholder engagement can be made, since the analysis reveals who the stakeholders are and how they may be engaged throughout the change process.
One of the biggest pains faced by change management professionals is the amount of time required to manually create these deliverable documents. The work can be tedious, requiring weeks of manual work to complete. For example, the stakeholder matrix document can be a brain-numbing piece of activity, wading through a data dump of the organisational directory to determine every Tom, Dick and Harry which titles and names should be included in the stakeholder list for the project. Then, a lot of similar information then must be re-typed and entered into different versions in other change management deliverable documents such as detailed impact assessment or learning needs analysis, ultimately affecting customer satisfaction.
Software can automate much of the manual work involved. For example, Change Automator, a robust workflow automation software, allows the ease of use to link data already captured earlier on in the project, such as the relevant stakeholders matrix, with other change management deliverables such as detailed impact assessment, to ensure the right people are involved and to minimise manual re-work. With the ability to track changes, any data updated in one document will therefore update content in other documents, including integrations with tools like Power BI. This then saves on the tedious re-work required when data is updated or changes, which is pretty much a given throughout the project lifecycle. From a quality perspective, this also ensures any human-error is reduced in the data that should be synchronised across documents.
A common risk in change management delivery is that stakeholders may be left out inadvertently, or that a previously captured stakeholder in the stakeholder matrix is left out in the engagement process due to human-error. The impact of this type of error can be disastrous to the outcome of the project. Having cross-linked documents in one central place reduces the risk for this type of error.
2. Change management survey (readiness and adoption)
A key part of change management success is through careful monitoring of stakeholders throughout the change process to ensure visibility. In the earlier part of the project, this involves understanding to what extent stakeholders may be clear of the objectives of the project, their roles in it, and general awareness. Later on in the project, it could be more on understanding their engagement level of support which can be a predictor of ultimate adoption and overall support for the change. This overall change readiness level should be monitored across the project through surveys or interviews.
Surveys are inherently time consuming to design, administer and report manually. Significant time can be taken throughout each phase of the survey process. This is a no-brainer in terms of using a software tool. Most projects use Microsoft Forms or SurveyMonkey to do the job. However, you may want more robust features such as conditional question design, for example, if a respondent answers ‘yes’ for not supporting the change, then an additional question pops up to ask why.
Surveys can include sentiment analysis where the focus of the survey is on any shifts in stakeholder feelings and attitudes toward the project. In this case, it is critical to define in detail the characters of each stakeholder group in concern. These would then determine respondent characteristics to measure in the survey design.
There are also tools that measure employee sentiments through corporate social media channels such as Yammer and Teams. For example, Swoop Analytics can help to measure collaboration styles and other behavioural insights about how employees interact with each other on those channels. The data map can reveal key influencers and core influential network connectors.
The biggest value of change surveys lies in the reporting. Most survey tools offer fairly simple reporting using bar charts or pie charts. For short, simple surveys these may suffice. However, if you are working on a fairly detailed change adoption tracking survey, more advanced reporting features may be required. You may want to easily change the colour scheme of the chart, change different chart types, identify anomalies and trends, or highlight certain parts of the data to make it easier for your audience.
3. Project change reporting
Having the ease and flexibility of experimenting with different chart designs is critical for stakeholder impact. If you need hours of work to come up with a few charts the likelihood is that you will not bother. Some stakeholders may also have various personal preferences which can easily take significant time to modify. This is especially when you need the time to focus on engaging with your stakeholders, rather than tweaking excel spreadsheets.
Creating the right AI dashboard can create significant impact on stakeholders and help achieve your change objectives. Data speaks for itself and the right data visualisation can create memorable impact more than words alone. If you are driving toward change adoption, then having an AI-enhanced dashboard of core behaviour changes and tracked capability shifts, along with key metrics and key features, can act as a core part of change governance conversations. With a monthly cadence of reviewing these core data points, stakeholders can hold each other accountable to understand remaining work involved and zoom in on how to drive full change adoption.
Change reporting may not be limited to just survey results. Even seemingly ‘boring’ spreadsheet data such as detailed impact assessment may be easily turned into highly visual and interesting reports to help stakeholders understand what the changes mean and how different groups are impacted by the change.
One of the more popular ways in which change delivery has adopted software is in leveraging digital tools that provide functions to onboard or train users of new or changed systems. There are numerous providers in this area. These include WalkMe, UserGuiding, and Userlane.
Most of the tools provide similar functions to help walk users through interfaces of the system and even allow interactive experience where users can be tested in clicking on the right part of the system as a part of the training or onboarding process. The application is always for system interfaces since the tool only supports web-based systems.
Change capability
Another way in which change management software may assist change practitioners is in building change management capabilities related to change capability and documentation methodologies. There are various tools that help to measure, track, and report on change management activities and assess the impact of change initiatives, including key performance indicators and change impact analysis. This clarity could be that you would like to measure the change leadership skills of leaders, change alignment agility of stakeholder groups, or test employees as a part of skills assessment to ensure they have the right skills for the new system or process.
Using change management software, you can easily pre-program test items and answers to make it easy for yourself to score and tabulate audit test results without any manual work. You can also assign weightings to different questions to evaluate the capability of the respondent as a part of an assessment. You can even configure the assessment to provide results to the respondent at the end of the assessment, and email the feedback as well. Generally, these features are only offered as a part of a learning management system where significant time and effort is required to prepare the system for the assessment. Now, digital tools offer easy point-and-click features, with pre-configured templates saving you significant time and cost.
Change portfolio management
Managing a portfolio of initiatives used to be an approach only adopted by more mature organisations. However, with the rapid pace and intensity of changes, more and more organisations are adopting this approach to manage multiple initiatives.
Managing a portfolio of initiatives can only be done via data. There is already a myriad of project portfolio management systems in the market to help PMOs and project portfolio managers manage a slew of initiatives. The focus of project portfolio management systems is on project timelines, cost, resourcing, etc.
Change portfolio management focuses on the impact of changes and how they may impact the organisation across initiatives. There is also focus on change delivery resourcing and change capability development. One of the most critical pain points faced by organisations is change saturation and change fatigue. To better manage a portfolio of initiatives from a change perspective and manage potential change saturation, data is required.
Effective change portfolio management tools can help you:
Identify and plot change saturation points for different parts of the organisation
Identify risk levels of potential change saturation across roles, locations, layers of the organisations, etc.
Assess to what extent changes may be better delivered as an integrated package to one part of the organisation, or broken down to smaller, more digestable chunks
Assess to what extent changes may be better aligned and delivered through integrated messaging from an impacted stakeholder perspective (vs. from project perspective)
In summary, there are many strong reasons why change management professionals should adopt digital change management solutions to achieve greater change outcomes as well as to automate the tedious parts of the work to gain time to spend with stakeholders. With the ever increasing pace of digitisation in organisations, change management must also follow suit in digitising itself. Just as we could use modern fabrication techniques to build skyscrapers that are stronger and more resilient vs using traditional brick and mortar, so should change managers in leveraging digital tools to support digital transformations.
Creating a strategic approach to effective communication and a change management plan and change management strategy in change management is one of the most important pieces of work for the change management practitioner. Done well, proactive change management communication can drive the change initiative to success by instilling a sense of urgency among stakeholders. If not crafted carefully, it can lead the project to its downfall even before the project starts. A good communication strategy and change strategy should be logical, fact based, clear, and uphold honesty. Yet, despite its importance, strategic change management is one of the least understood aspects of the change management process.
A key pitfall for the change practitioner in devising an effective change management strategy is to create one that is ‘cookie cutter’ and ‘generic’. Creating a detailed plan and a generic change strategy is very easy, not because the change practitioner is lazy or is incompetent, but mostly because there is usually a standard and acknowledged ‘way of doing things around here’ in organisations.
Organisations are used to doing things in certain ways and this is often incorporated as a part of the ‘culture’. ‘The way we do things around here’ is often the impetus by which stakeholders reinforce the ‘status quo’ of implementing change in a particular way. This is because ‘this way’ has always worked in the past and is what people are used to.
What’s wrong with using the status quo you may ask? Well, sometimes it may be the best way, but not always. Why? Because not all changes, especially **organizational changes**, are the same.
Changes come in all shapes and sizes, with some large multi-year transformations having disruptions, whilst others are small process improvements. There are also different types of changes, ranging from significant organizational leadership restructuring that impact the entire organization and company culture, connecting business strategy to system implementation through to new product launches. Some changes may require a highly structured approach, process-centric implementation methods that incorporate best practices such as a regulatory process change, which can enhance the likelihood of success. Other changes may be better with a more agile approach, such as transformation programs focused on continuous improvement to improve customer centricity.
Rather than asking what the stakeholders think would be the best change strategy or approach, take a fact-based approach utilizing workplace analytics. If possible, refer to previously implemented changes as benchmarks or comparison yard-sticks. Ask your stakeholders how previously implemented changes fared against their respective change management strategies.
Key points of your research should include the following:
Size/Complexity of the change
Context/Type of change
Numbers of people impacted
Length of the project
Engagement and communication approaches taken
Stakeholder education and influencing approaches taken
Stakeholder responses and engagement levels
Lessons learnt and what worked or did not work
Taking a benchmark approach to developing a change strategy ensures that you take into account the facts of what worked and did not work. You also take into account differences in the change initiatives and how these could have impacted the change strategy taken and therefore the corresponding outcomes. Where possible, use change metrics such as stakeholder responses or survey results. These are powerful indicators of change outcomes against the strategies taken.
Most change management strategies are not strategies
If you review change management strategies devised across initiatives, you will find that most change strategies are not actually strategies, but a compilation of change tactics. These change tactics are a list of aspirational ‘philosophies’ that may be nice to have but there is no real way of knowing how these drive the project to success.
Let’s look at some examples of these change tactics.
Be transparent and truthful. This is a common used one, where the goal is to be as authentic and truthful as possible with the goal of gaining trust of impacted stakeholders. This means not intending to making the messaging overly positive, and erring on the side of being as realistic as possible. This may be hard to implement if Corporative Affairs or Internal Communications does not agree with this approach.
Involve stakeholders in designing the change. This is another popular aspiration for change initiatives. The thinking is to be as inclusive as possible to include a range of stakeholders in the design and implementation of the change, so as to maximise engagement. The more engaged targeted stakeholders are the higher the changes of change adoption success.
Strong senior leader sponsorship. Thanks to a wide range of books and literature touting the importance of gaining senior leader sponsorship, this is another common one. Yes, having senior leaders driving the change will go a long way toward ensuring change outcome success. However, this in itself may not be sufficient. Again, depending on the type of change it maybe better to have a bottom-up, grass roots approach, rather than a top down approach.
All of the above change tactics may seem sound and logical. And they probably are. However, the whole point of a change strategy is not to list out a set of tactics, principles or philosophies. There could be a very long list of seemingly logical tactics. It also may not be possible or realistic to commit fully to every tactic.
Change strategy is about deciding what top few change approaches will be taken that will directly drive the most initiative success. This means that the change practitioner must start with the project targets and objectives. These should be as black and white indicators. For example, increase customer satisfaction by 10%, increase efficiency by 20%, or increase customer responses by 40%.
Now that you have identified the project targets and objectives from the project manager, you now need to identify change management requirements. For example, to increase efficiency by 10%, the project needs to ensure that the customer service representatives follow the new process 100% of the time. To do this, the project may need to design a series of audit and system notification processes to reinforce this behaviour. From a change management perspective your requirement could be ensuring that the report is built into and discussed by the relevant leaders and teams. Also, that the performance scorecard for concerned roles have built in these metrics.
Let’s take another example. To increase customer satisfaction by 20% the project needs to ensure that frontline agents know how to have the right type of conversations with customers. The change management requirement could be to instil continual coaching and feedback to drive continual skills uplift that is based on competency ratings. The Change strategy would then be driving competency based uplift.
In this way you can see that each part of the change strategy directly contributes to reaching the project targets. The direct contribution of each change strategy can then be evaluated in terms of its contribution importance.
So now you know how to devise a change strategy that directly contributes to the goals of the project. Your change management work should be geared around driving this strategy. And the contribution of your work should be clear and explicit. It should not be brushed aside as a ‘nice to have’ or too ‘soft and fluffy’.
If you want to learn more about creating the right change management metrics, visit The Ultimate Guide to Measuring Change.
Creating the right change management strategy is an important step. Even more important throughout the implementation of the project is how you monitor and adapt to the challenges that come your way. Change strategies may need to be tweaked or revised depending on the data you’re seeing along the way. To find out more about how to leverage data to resolve the most challenging questions during your change journey chat to us about how The Change Management platform can help.
