The best organisational structure for enterprise change management

The best organisational structure for enterprise change management

Exploring Organisational Structures for Optimal Enterprise Change Management

Change is an inherent part of every organization’s journey towards growth and adaptability in an ever-evolving business landscape. In the realm of change management, one critical consideration is the structure or organizational design that best facilitates successful enterprise change management.  There are plenty of different ways to structure change management practices.  Like any type of organisational structures for organisations overall, there is not one way that is the most effective.  It depends on the circumstances of the company in concern.

Understanding Change Management Structures

Centralized Change Management Structure

Centralized change management structures consolidate the authority, decision-making, and oversight of change initiatives within a single, dedicated team or department. In such a structure, the change management team sometimes reports directly to either Strategy or Office of the CEO. This approach provides the change practice significant influence due to its direct linkage with strategy.

Reporting Lines: HR, IT, Strategy, and More

In addition to the choice between centralized and federated structures, change management specialists (and the senior leaders that they report to) often grapple with determining the optimal reporting lines for their change teams. Several departments within an organization are typically considered for hosting the change management function:

1. Human Resources (HR or People & Culture)

Reporting to HR aligns change management with employee/organisational development and engagement. This can be particularly effective when change initiatives heavily impact the workforce, as HR possesses expertise in people-related matters.

2. Information Technology (IT)

With the increasing digitalization of business processes, reporting to IT can ensure that complex technology-driven changes are well led and managed across the enterprise. The remit for change practices reporting to IT can range from including just technology changes, to all strategic and funded initiatives, through to all of change management as a function.

3. Strategy or Transformation Office

Reporting to the strategy or transformation office closely ties change management to the organization’s overarching strategic goals. This alignment ensures that change initiatives are directly linked to long-term vision and objectives.

4. Operations

For a lot of organisations, the Operations function can determine a lot about how the organisation is run.  This can include the change management function as well.  The advantage of having the change practice reporting to Operation can mean that the operating rhythm of the organisation can be designed with the right change management approaches.  The way employees are engaged, how they’re involved, and how BAU processes are run, measured, and reported can be designed with change management interventions.  

Key benefits of a centralized structure include:

  1. Consistency: Centralized control ensures consistent change management practices across the organization, reducing confusion and increasing effectiveness in terms of setting a common level of practice.  Consistency in terms of language and concepts mean that it is easier for the business to adopt change management principles and practices.
  2. Resource Allocation: Easier resource allocation, as the centralized team can prioritize and allocate resources based on organizational priorities.  With better economy of scale for a larger centralised team, the change group has the opportunity to resource initiatives using different levels of involvement, from sessional, part-time to full-time.
  3. Alignment: Enhanced alignment with the organization’s strategic objectives, as the change management team directly interfaces with top leadership.  This means that effort and focus areas as more likely to be on that which is most strategic and can impact the organisation the most.
  4. Change maturity.  The change practice has the opportunity to focus on building organisation-wide change maturity due to its ability to interface and influence across the organisation.  While other change management structures may also have the ability to focus on building business change maturity, a centralised function has the advantage of having a greater impact level due to its scale.  

To read more about developing change maturity visit our article How to implement change process when your business is not change mature, and A New Guide for Improving Change Maturity.

Federated change management structure

Federated Change Management Structure

In contrast, federated change management structures distribute change management responsibilities throughout various business units or departments. Each business unit maintains its own change management team, and these teams collaborate to execute change initiatives. Typically, these teams report to their respective department heads.  This means that there is no formal enterprise change management function.

The advantages of a federated structure include:

  1. Local Expertise: Greater understanding of department-specific needs and challenges, leading to tailored change strategies and therefore better change outcomes.  Different business units can have very different cultures and different business needs.  Having change professionals who understand the various intricacies of the business unit means that they’re able to design change approaches that will better meet business requirements.
  2. Ownership and relationship: There may be increased ownership and commitment among departmental staff, as the change teams sits in the same business unit and are ‘one of them’ versus someone sent from a centralised team.  Others in the business unit may be more conducive to advice and support from a colleague in the same broader business unit.  It is also easier to establish a closer working relationship if the change practitioner is always working with the same teams.
  3. Flexibility: Greater adaptability to changes in individual departments, as they can independently address unique issues.  Without any direction from a central team, the business-dedicated team can better flex their service offering to meet the business unit’s particular focus areas.  Whilst, a central team may de-prioritise departmental-level initiatives to be less critical, for a departmental team it is much easier to flex toward their priorities.

Impact on Business Results

The choice of change management structure and reporting lines can significantly impact an organization’s overall business results. Here’s how different structures can yield varying outcomes:

Centralized Structure Outcomes

  • Efficiency: Centralized structures can excel in efficiency of delivery due to its scale of economy.  Whereas small departmental change teams may structure to flex and resource projects efficiently, larger change practices can avoid this by leveraging its range of practitioners with different levels of skill sets and availability.
  • Consistency: They ensure a consistent approach to change management, reducing confusion among business stakeholders and employees.  The consistency of standards also mean that there is less risk that initiatives may experienced a change intervention that is less effective due to the centralised capability standards reinforced.
  • Top-Down Control: Change initiatives are closely aligned with strategic objectives set by top leadership.  This means that any ‘pet projects’ or less prioritised divisional initiatives may not be as likely to be granted change management support.  This does not necessarily mean that those departments won’t focus on those initiatives, it just means that change management resources are more prioritised toward what top leadership deems to be most critical.

Federated Structure Outcomes

  • Local Engagement: Federated structures promote local ownership and engagement, fostering a sense of responsibility among departmental staff.  Department-specific change practitioners will be more familiar with ‘what works’ at the department level. They are better able to leverage the right engagement channels and have the ability to access management and leadership roles at the department to garner support and drive overall initiative focus and success.
  • Adaptability: They allow for greater adaptability to unique departmental needs, which can be crucial in complex organizations.  For example, the types of change management approaches and interventions that work for Sales organisations will be very different compared to that for call centres or processing centres.  The ability for the change practitioner to adapt locally can make or break an initiative’s success.
  • Innovation: Different units can experiment with various change approaches, leading to innovative solutions.  This can be done without the confines of what is the overarching ‘standards and guidelines’ from the centralised change team.

Choosing the right structure for enterprise change management

Choosing the Right Structure

The decision regarding the optimal change management structure should be rooted in the organization’s specific context, culture, and the nature of the changes it is undergoing. Experienced change management specialists understand that a “one-size-fits-all” approach does not exist. Instead, they carefully consider the organization’s goals, resources, and capacity for change.

Also, it may not need to be either centralised or federated model.  It can be a combination of both.  For examples:

  • A federated model by reporting lines, however with a strong community of practice that is centralised and that promotes sharing of practices, standards, and even resources.  This ensures that the overall group is connected to each other and new innovative approaches can be shared and proliferated
  • A centralised model by reporting lines, however with dedicated business-specific change partners that are focused on particular business units so that they are delivering business-focused change solutions.  At the same time, the team still maintains a lot of the advantages of a centralised team.

The organisational structure and reporting lines for a change practice may influence various aspects of its work, however, this may not be the most critical part of how it creates value for the organisation.  Other aspects in which a change practice should focus on in its development include:

  • Resourcing model.  How to fund change management resources and the service delivery model to support a range of different projects with different needs for seniority, skill set, and even organisational tenure
  • Change methodology/framework.  Organisations should work on at least a change management framework to set a minimum standard for change delivery.  Using a generic off-the-shelf methodology may be OK, however they may not cater for the particular language and business needs of the organisation.
  • Change capability and leadership.  Outside of project change delivery, the team should also work on gradually building change capability within the organisation to enhance the ability to drive and support change.  This may not need to be in the form of training, it can also be done through structured development through real change projects.
  • Change portfolio/Enterprise change management.  Beyond individual change delivery, the change team should also focus on how to deliver and land multiple initiatives at the same time.  Most organisations need to drive change at a faster speed than previously and there is no luxury to only focus on one change at a time.  How the team measures, tracks, and ‘traffic controls’ the multiple initiatives is crucial for its success.

To read more about managing a change portfolio visit our Change Portfolio Management section for a range of articles.

Change management structures and reporting lines are not just administrative choices; they can, in some ways, have a profound impact on an organization’s ability to achieve successful change outcomes. Experienced change management specialists must weigh the benefits and drawbacks of centralized and federated structures and align them with the specific needs of their organization. By doing so, they can maximize their ability to navigate the complexities of change and drive the organization toward a more agile, resilient, and adaptive future.

Change Practitioner Q&A Series: Annah Kaspar

Change Practitioner Q&A Series: Annah Kaspar

In this Change Practitioner Q&A series, we talk to change managers to ask them how they approach their work. This time we are talking to Annah Kaspar.

Change Compass: Describe yourself in 3 sentences

Annah: I’m curious and a little irreverent because I want to know everything (except, controversially, about football). I love to hear people’s stories and tend to empathise deeply. Happiness is going to places I’ve never been, and hanging out with kind and interesting people.

Change Compass: What has been the most challenging situation for you as a change practitioner? Tell us what happened and how you fared through it.

Annah: It was not due to a type of change or a stakeholder group. It was working with a Program Manager who believed change management was an independent addendum of sorts, separate from the ‘main work’ of technology and process. They didn’t see how project stream interdependencies have a direct correlation to the quality of change outcomes, or that the best change outcomes occur when all project team members collaborate. This played out dreadfully when the PM refused to prioritise a gap analysis, despite this being a dependency for identifying changes and impacts.

The PM was unfamiliar with the flow-on effects. Unclear changes and impacts create ineffective change strategies, poor forecasting of time/effort/budget, ineffective stakeholder engagement and misaligned key messages. This creates low confidence in project solutions and poor adoption and change experience.

How did I fare? Suffice it to say it wasn’t fun for me or the stakeholders, and by that time the root cause (no gap analysis) was an abstract concept. I believe delivery alignment within a project team is one key indicator for delivery effectiveness across an organisation. When there are transparent and integrated project delivery plans and open dialogue about how all project team members play a valued role, then I know we can deliver superb change outcomes.

Change Compass: What are the most useful things to focus on when you first start on a project, and why.

Annah: I make a beeline for the project Business Case, or if there isn’t one, I work with others to get clear on the project drivers, especially the benefits. This is the ultimate ‘why’. If there are no connections between the project’s Business Case and the organisation’s strategy then I look to create these, otherwise the project is in trouble before it has even started.

All project outcomes, scope and solutions flow from the case for change. The next most important is a High Level stakeholder scan and a High Level impact scan. This requires data, data, data! The more the better, as it increases the odds of making better judgments. So even though it’s early days, it’s never too soon to capture data, and for that, you need the whole project team onboard with the critical role of collecting and validating it so you can optimise the delivery approach.

Change Compass: As change practitioners we don’t often get to stick around to see the fruits of our labour, but from your experience what are the top factors in driving full change adoption?

Annah: I was once on the receiving side of change, so I have strong views about this! If these four things are covered, then you’ve achieved sustainability:

  • Active & visible leaders who advocate for the changes and put their reputation on the line to support success,
  • A project team who co-creates integrated delivery strategies with impacted people
  • Direct feedback loops for impacted people. These need in-built response mechanisms and complete psychological safety. No feedback should ever be punished or dismissed
  • Post-project monitoring of key performance indicators (team and individual) with corresponding rewards to reinforce desired results and support where required to uplift results

Change Compass: You’re known to remain calm when there is a lot of stress and project drama around. What is your advice for others?

Annah: My tough but fair mentor once advised me to think up worst-case scenarios to prepare for challenges. It seemed counter-intuitive and overly negative at first, and would stress me out more! But over time, I saw that I too fall into the category of a perfectly nice and reasonable person who is overwhelmed by fear.

This mostly leads to unhelpful perspectives (cognitive distortions or ‘thinking traps’), unhelpful behaviours (character assassination, shutting down, unnecessary displays of overt authority etc) and ultimately a toxic workplace culture. So in difficult situations, the habit of thinking through not-so-great scenarios, combined with mindfulness, is just a basic form of risk management.

I’m now a huge advocate for speaking up early about risks and applying risk management to all aspects of project delivery. It’s not about ticking boxes. It’s about protecting us by counter-intuitively facing discomfort, creating emotional space for ourselves and others to regulate responses, and removing thinking traps so we can make those trade-off decisions to solve a project drama.

Change Compass: Thanks for sharing your experiences and wisdom with us Annah!

The Evolution of Change: From Technological Advancements to Human Adaptability

The Evolution of Change: From Technological Advancements to Human Adaptability

Not too long ago, ‘change’ was predominantly linked to technological breakthroughs and process optimizations. Companies were driven to adopt new technologies and methodologies to stay ahead of the competition and meet the growing demands of consumers. The focus was on efficiency, productivity, and achieving higher profits through innovation. Terms like ‘digital transformation’ and ‘disruption’ frequently dominated boardroom discussions and industry conferences.

It has been that the focus was mostly on technology and process.  These were considered the ‘hard’ levers that can be pulled to gain significant business improvements.  Companies have been spending big on digitizing their business to save costs and investing in streamlining processes as well.

However, the narrative has shifted. 

While technology continues to advance at an unprecedented pace, ‘change’ has taken on a more profound and holistic meaning. Today, companies and people, in general, are recognizing that the ability to adapt, evolve, and respond to the world’s myriad challenges is the true essence of progress.

One reason ‘change’ has become a prevailing buzzword is its resonance with a broader audience. Unlike technical jargon, it connects with people on a more personal level, emphasizing that change is not just about adopting new tools and strategies, but about embracing growth and personal development. It speaks to the capacity of individuals to navigate uncertainties, adjust their mindset, and embrace continuous learning.

Moreover, an increasing percentage of companies are aware that their success hinges on the collective ability of their employees to adapt and remain agile. Leaders now recognize that fostering a culture of change and learning is crucial for attracting and retaining talent, boosting employee morale, and nurturing innovation.

Looking around us, the word ‘change’ is everywhere.  Not only are people a lot more comfortable talking about change, but there is also a general acknowledgment of change as an overt occurrence.  

Advertising and Slogans: Embracing the Spirit of Change

Companies are also quick to adopt the word ‘change’ in their jargon.  Here are some examples.

  1. Cisco “Changing the Way We Work, Live, Play, and Learn”

Cisco, a multinational technology company, explicitly uses the word ‘change’ in its advertising and philosophy. The slogan “Changing the Way We Work, Live, Play, and Learn” highlights Cisco’s focus on transforming various aspects of modern life through their technological solutions.

2. Accenture – “Let there be change”

Accenture, a global consulting and professional services firm, uses the phrase “Let there be change” in its advertisements and marketing materials. This tagline reflects the company’s focus on driving transformative change for its clients and within the industries it serves.

3. T-Mobile – “Change starts now”

This encapsulates the company’s commitment to driving transformation and initiating positive changes in the telecommunications industry. The slogan suggests a sense of urgency and empowerment, encouraging customers to take action and embrace the benefits of a new era in mobile communication.

4. PwC – “Solving for global change starts with you”

This tagline conveys the idea that PwC believes individuals have the power to drive positive change on a global scale. It encourages people to take action and play an active role in addressing global challenges and making a difference. By emphasizing that “you” are the starting point for solving global change, PwC highlights the importance of individual responsibility, innovation, and collaboration in creating a more sustainable and equitable world.

5. University of Technology Sydney “Think. Change. Do.”

This represents UTS’s commitment to fostering a transformative learning experience that prepares its students to be active contributors to society and catalysts for positive change. However, please note that taglines can be updated or changed over time, so it’s a good idea to verify the most current information from UTS’s official sources.

The prevalence of ‘change’ in advertising and slogans reflects companies’ desire to connect with their audiences on a deeper level. By evoking the spirit of change, these companies emphasize their commitment to innovation, customer-centricity, and positive societal impact. They appeal to consumers who seek purpose-driven brands and are eager to embrace progress and sustainability.

Change as a Catalyst for Resilience

In an ever-changing world, adaptability is synonymous with resilience. Companies that can quickly adjust to market shifts, economic downturns, and unforeseen challenges are more likely to thrive. ‘Change’ has thus become the rallying cry for building organizations that are not only successful but also capable of weathering storms and bouncing back from setbacks.

What this means for change practitioners

Change practitioners are in an excellent position to help organisations to shift their change capability and deliver on business improvement objectives.  Change is increasingly acknowledged across organisations as a critical competency.  The focus on change is there and change practitioners should use this to spearhead the momentum.

What next? 

To take things to the next level, change practitioners must complement the upscaling of digitization and AI in organisations by augmenting the same in their work.  This means incorporating more machine learning and AI, more digitization, and greater usage of data.

Change practitioners should ensure data is a core part of their practice and a foundational way of formulating change approaches and recommendations to their business stakeholders.  Business leaders will increasingly leverage data across all business facets in business management, enabled by digital solutions.  In a similar manner, change practitioners must also leverage digital solutions to automate and increase the effectiveness of change work.

Within an increasingly complex change environment, change practitioners should be well-versed in collecting and analysing data and generating data insights, again leveraging digital solutions.  With the promise of AI and machine learning, there is already plenty of current opportunities to improve the effectiveness of change work, today.  The uptake of this is up to each change practitioner.  

To read more about about Change Measurement, check out our series of articles here.

The rise of ‘change’ as a popular buzzword reflects the transformative times we live in. As technology continues to shape the world around us, it is the capability of human beings to adapt and evolve that has taken center stage. From technological advancements to human adaptability, ‘change’ has transcended industries and become a part of our collective consciousness. For change practitioners, this is an opportune time to use this momentum to ramp up their own adoption of the digitization of change work and use this to improve the effectiveness of change.

Embracing Agility: The Key to Successful Change Management in an Evolving Business Landscape

Embracing Agility: The Key to Successful Change Management in an Evolving Business Landscape

In today’s fast-paced business landscape, marked by ongoing disruptions like environmental challenges, economic shifts and the rapid advancement of AI tools, organizational agility has become a critical capability for sustained 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 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 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:

  1. 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.
  2. Foster a culture of experimentation: Encourage stakeholders and team members to experiment with new ideas and solutions. Create a safe environment where failures are seen as learning opportunities, enabling continuous improvement and 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.
  3. 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’.
  4. 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 agility to navigate the dynamic nature of their projects. Here are some key strategies for remaining agile:

  1. Embrace a growth mindset in your change approach: Adopt a mindset that values 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.
  2. 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.
  3. 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.
  4. 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.


Images by Andy Mako.

Most change management methodologies are still too waterfall, here’s how to make it agile

Most change management methodologies are still too waterfall, here’s how to make it agile

Change management methodologies are designed to facilitate the process of implementing organizational changes effectively. However, a lot of traditional change management approaches tend to be too rigid and waterfall-like, hindering organizations from embracing agility.  Despite the fact that most organisations are using agile methodology to implement change, methodologies have not kept up to date.

Waterfall vs. Agile: The Need for Change

The waterfall model, characterized by a sequential and linear approach to project management, has long been the dominant framework for managing change in organizations. It follows a structured path, where each phase is completed before moving on to the next. While this approach has its merits, it often falls short when it comes to change management, which requires flexibility and adaptability.

Agile methodologies, on the other hand, emphasize iterative and incremental development, promoting collaboration, continuous improvement, and rapid response to change. Agile has gained significant popularity in software development, but its principles can be applied to change management as well. By embracing agility, organizations can navigate the complexities of change more effectively, fostering innovation and resilience.

Unfortunately, change management work and activities have not been formally acknowledged in agile methodology.  To read up more about this visit our article Why Change Management is Omitted from Agile Methodology.

Most change management methodologies, despite the need for agility and adaptability, often retain a waterfall-like structure. Let’s delve into each phase to understand how this traditional approach persists.

  1. Scoping: In the scoping phase, the change management team typically focuses on defining the scope of the change initiative. However, this phase tends to follow a waterfall approach, where the scope is predetermined and set at the beginning of the project. There is limited room for flexibility or adjustments based on evolving requirements or stakeholder feedback.
  1. Stakeholder analysis: In traditional change management methodologies, stakeholder analysis is often conducted early on in the process. However, this analysis is frequently treated as a one-time activity, with limited opportunities for ongoing engagement and collaboration with stakeholders. This lack of continuous involvement hampers the ability to incorporate diverse perspectives and adapt the change strategy accordingly.
  1. Impact analysis: Impact analysis aims to assess the potential consequences of the proposed change on various aspects of the organization. While this phase acknowledges the need to consider impacts, it often relies on linear and predictable assumptions. The waterfall nature of impact analysis fails to account for the dynamic nature of change and the potential for unforeseen effects or emergent patterns.
  2. Change planning: Change planning in traditional methodologies tends to be highly detailed and extensive, often resulting in voluminous documentation. These plans are typically developed early in the process and are expected to remain static throughout the execution phase. This rigidity can be problematic, as change initiatives require adaptability and the ability to respond to emerging challenges and opportunities.
  1. Execution: The execution phase in waterfall-like change management methodologies is often characterized by a linear sequence of tasks and activities. This sequential approach assumes that each step can be completed before moving on to the next. However, in reality, change initiatives can encounter unexpected roadblocks or require course corrections, rendering this rigid execution process inadequate for effectively managing change in dynamic environments.

Overall, these traditional phases demonstrate how most change management methodologies are still designed with a waterfall mindset, focusing on sequential processes, rigid planning, and limited opportunities for flexibility and adaptation. To truly embrace agility in change management, organizations must shift towards iterative and collaborative approaches that prioritize stakeholder engagement, continuous learning, and the ability to adjust course based on evolving needs and circumstances.

Paying lip service to ‘agile-fy’

To pay lip service to make the methodology more ‘agile friendly’ a lot of proponents of change management methodologies have come up with ways to do this.

  1. Matching the phases to agile work phases

Some have matched the change management methodology to agile work phases to try and make it more agile.  This includes matching the planning activities done by change managers to those done by the rest of the agile team, and matching the change management approach to agile delivery phases.

Mapping a waterfall style change management methodology to an agile project does not make your approach agile.  Your project change activities may be in synch with the rest of the team, but it does not mean that your approach is more agile.

2. Over-focus on agile ‘capability’

Agile project approaches are about the mindset and a way of operating.  Yes, ideally we want to be able to educate and improve the agile mindset and capabilities of everyone across the organisation.  However, we know that in reality we may be lucky if a pocketful of stakeholders understand agile ways of working.  

The same also applies to change management capability.  We can invest heavily on change management capability and try and uplift this across several years.  However, the most critical parts of learning is learning through ‘doing’.  Learning agile ways of implementing initiatives is best through being involved.

Your stakeholders will related to the experience of being in agile initiatives and remember this a lot more than any training sessions that they go on.

3. Doing more

Some have taken the approach that with agile, there are certain activities we need to do more of, and that doing more of these activities will somehow help us to be more agile in our approach.

More communication about agile approaches.  More training.  More sponsor alignment.  More reinforcement of agile outcomes and phases.

Doing more of these activities may be somewhat beneficial depending on your organisation, again it does not make your change approach more agile.  This approach is focused on providing ‘support’ for the organisation. It is also you acting as a side-party from the rest of the agile project team, helping the organisation to accept agile.  In some situations this may be needed, but again it detracts from what makes your methodology and approach more agile.

How to change your change methodology to be more agile

The “Get One Piece Done” principle from the book ‘Shape Up’ by Ryan Singer is an excellent concept that describes one of the core practices of agile.  If there is one core agile principle in which to remember to get the biggest impact, this is it.  It offers several advantages over traditional waterfall-like approaches:

  1. Focus on outcomes: Instead of getting stuck in lengthy planning and documentation phases, this principle encourages organizations to focus on delivering tangible results. By setting a clear goal for each bet, teams can align their efforts toward achieving specific outcomes.
  1. Embrace flexibility: Change is unpredictable, and rigid plans can quickly become outdated. By working in short cycles, organizations can adapt to evolving circumstances more effectively. If circumstances change, teams can adjust their course and priorities accordingly during the subsequent bets.
  1. Foster collaboration and autonomy: The “Get One Piece Done” principle promotes collaboration and empowers teams to take ownership of their work. Teams have the autonomy to decide how to approach and complete their bets, fostering creativity and engagement.
  1. Learn and iterate: Agile approaches emphasize learning and continuous improvement. After completing a bet, teams reflect on their experience and incorporate feedback into subsequent bets. This iterative process allows for rapid adaptation and refinement of change initiatives.

The following diagram (adapted from the book) illustrates how to use the ‘Get one piece done’ principle in ‘shipping’ change work. In agile software development, the term ‘ship’ means to deliver an output to the customer. This does not include any work internal to the project team such as planning, testing, and technical development. It is only when a piece of software is ready to be shown with working functions, that it is said to be ‘shipped’.

Change practitioners should also adopt the same agile approach in their work. Rather than relying on a series of project work phases and only ‘ship’ at the end of the project, is much more ‘waterfall’ in approach than agile. Agile teams ‘ship’ solutions throughout the project. Likewise, change practitioners can also ‘ship’ a range of change outcomes throughout the project.

Don’t wait until we have more clarity.  The solution is evolving so the ‘clarity’ will also continue to evolve.

Continue to pulse and experiment as the solution continues to evolve.  Just like how the agile team is showcasing features continuously as the solution is being developed, change managers should also showcase the change approach and findings through experiments.

For change management, this means testing different pieces of the change approach throughout the project.

  • Testing engagement channels/medium
  • Testing messages
  • Testing training content
  • Testing town hall design
  • Testing team briefing design
  • Testing impact assessment
  • Testing implementation loading/capacity
  • Testing speed of adoption
  • Testing level of engagement
  • Testing continuation of adoption

What key features should each test incorporate?

  • Each test should be small enough to be released quickly without too much work, buy-in and time.
  • Ideally each test should also be ‘new’ and not have been tested before.  Note that even if it had been tested by another project, the context could be different.
  • The number one focus for each experiment is to learn something that will help you form the overall change approach.

So unlike most methodologies where the tracking, measurement and adaptation of the change approach happens at the end after the release, in an agile approach it should happen as early as possible. The eventual change management approach should be an aggregation of a series of tests and small ‘change releases’ that result in the eventual change approach.

Measurement

Measurement plays a crucial role in agile change management experiments, enabling organizations to assess the effectiveness and impact of their initiatives. Here are a few key reasons why measurement is essential in the context of agile change management:

  1. Assessing Progress: Measurement allows organizations to track the progress and outcomes of their change management experiments. By establishing clear metrics and key performance indicators (KPIs), teams can objectively assess how well they are progressing towards their goals. This provides visibility into the effectiveness of different strategies and helps identify areas that require adjustments or improvements.
  1. Data-Driven Decision Making: Agile change management emphasizes making decisions based on empirical evidence rather than assumptions or guesswork. Measurement provides valuable data and insights that inform decision-making processes. By collecting and analyzing relevant data, organizations can make informed choices about adjusting their approaches, reallocating resources, or prioritizing specific actions.
  1. Learning and Continuous Improvement: Measurement is instrumental in facilitating learning and continuous improvement. Through regular measurement and evaluation, organizations gain insights into what works and what doesn’t. By analyzing the data, teams can identify patterns, uncover root causes of challenges, and discover opportunities for optimization. This iterative process enables organizations to adapt their strategies, refine their approaches, and enhance the effectiveness of future change management experiments.
  1. Demonstrating Value: Measurement helps organizations demonstrate the value and impact of their change management initiatives. By quantifying the outcomes and benefits achieved through the experiments, organizations can communicate the success and value of their efforts to stakeholders, leadership, and other teams. This not only fosters transparency but also builds credibility and support for future change initiatives.
  1. Alignment with Strategic Objectives: Measurement allows organizations to align their change management experiments with strategic objectives and desired outcomes. By establishing relevant metrics and aligning them with organizational goals, teams can ensure that their efforts are contributing to the overall strategic direction. Measurement provides a means to assess whether the experiments are moving the organization closer to its desired state and achieving the intended benefits.
  1. Accountability and Transparency: Measurement promotes accountability and transparency within change management initiatives. By setting measurable targets and regularly reporting on progress, teams can ensure that they are accountable for the outcomes of their experiments. This transparency also enables stakeholders and leadership to understand the impact of the change initiatives and make informed decisions based on the results.

In conclusion, while many change management methodologies still adhere to a rigid waterfall approach, there is a growing recognition of the need for agility in navigating change. By embracing the power of change management experiments, organizations can transform their change approach into a more agile and adaptive one. 

Change management experiments provide a structured and iterative framework for testing and refining different strategies, interventions, and processes. They enable organizations to learn from real-world experiences, gather empirical data, and make evidence-based decisions. 

By treating change as an ongoing series of experiments, organizations can continuously adapt and improve their approach, leveraging the power of agility to navigate the complexities and uncertainties of the ever-evolving business landscape. With a mindset rooted in experimentation and a commitment to measurement and learning, organizations can truly transform their change management practices and achieve more successful and sustainable outcomes.

To read up more about agile change management, visit our Agile Knowledge section for a range of articles on managing agile changes.