Data Foundations and the Limits of Traditional Reporting
Change and transformation leaders are increasingly tasked with supporting decision making through robust, actionable reporting. Despite the rise of specialist tools, teams still lean heavily on Excel and Power BI because of their familiarity, ease and widespread adoption. However, as the pace and scale of organisational change accelerate, these choices reveal critical limitations, especially in supporting nuanced organisational insights.
Why High, Medium, Low Reporting Falls Short
Many change teams default to tracking change impact and volume using simple “high, medium, low” traffic light metrics. While this method offers speed and clarity for basic reporting, it fails to capture context, regional nuance, or the real intensity of change across diverse teams. This coarse approach risks obscuring important details, leaving senior leaders without the depth needed to target interventions or accurately forecast operational risks.
Change practitioners are often short on time and choosing whatever is easier and faster often becomes the default choice, i.e. Excel. This short-sighted approach focuses on quickly generating an output to try and meeting stakeholder needs without thinking strategically what makes sense at an organisational level, and the value of change data to drive strategy and manage implementation risks.
Data Capture: Getting the Inputs Right
Excel’s flexibility lets teams start capturing change data quickly, but often at the expense of structure. When fields and templates vary, information can’t be standardized or consistently compared. Manual entry introduces duplication, missing values, and divergent interpretations of change categories. Power BI requires disciplined and structured underlying data to function well; without careful source management, output dashboards reflect input chaos rather than clarity. Therefore, when pairing Excel with Power BI chart generation, often a BI (business intelligence) specialist is required to help configure and structure the chart outputs in Power BI.
Tips for effective data capture:
Establish clear data templates and definitions before rolling out change tracking.
Centralize where possible to avoid data silos and redundant records.
Assign responsibilities for maintaining quality and completeness at the point of entry.
Data Cleansing and Auditing: Maintaining Integrity
Excel and Power BI users are frequently responsible for manual data validation. The process is time-consuming, highly error-prone, and often fails to catch hidden inconsistencies, especially as data volumes grow. Excel’s lack of built-in auditing makes it tough to track changes or attribute ownership, increasing risks for compliance and reliability.
Best practices for cleansing and auditing:
Automate as much validation as possible, using scripts or built-in platform features.
Use a single master source rather than local versions to simplify updates.
Develop version control and change logs to support traceability and confidence in reporting.
Visualization, Dashboarding, and Interpretation Challenges in Change Reporting
After establishing robust data foundations, the next hurdle for senior change practitioners is translating raw information into clear, actionable insights. While Excel and Power BI each provide capabilities for visualizing change data, both bring unique challenges that can limit their effectiveness in supporting strategic decision making.
Visualization and Dashboard Design
Excel’s charting options are familiar and flexible for simple visualizations, but quickly become unwieldy as complexity grows. Static pivot charts and tables, combined with manual refreshing, reduce the potential for interactive analysis. Power BI offers more engaging, dynamic visuals and interactive dashboards, yet users frequently run into formatting frustrations, such as limited customization, bulky interfaces, and difficulties aligning visuals to precise narrative goals.
Some specific visualization and dashboard challenges include:
Difficulty representing complex, multidimensional change metrics within simplistic dashboards, e.g. impact by stakeholder by location by business unit by type of change.
Limited ability in both tools to customize visual details such as consistent colour themes or layered insights without significant effort.
Dashboard performance degradation with very large or complex datasets, reducing responsiveness and usability.
Interpreting Data and Supporting Decision Making
Effective dashboards must not only display data properly but also guide users toward meaningful interpretation. Both Excel and Power BI outputs can suffer when change teams focus too heavily on volume metrics or simple aggregated scores (like high/medium/low, or counting activities such as communication sent) without contextualizing underlying drivers. This can mislead executives into overgeneralized conclusions or missed risks.
Challenges include:
Dashboards overwhelmed by numbers without narrative or highlight indicators.
Difficulty embedding qualitative insights alongside quantitative data in either tool.
Sparse real-time feedback loops; often snapshots lag behind ongoing operational realities.
Tips and Tricks for Effective Visualization and Insights
Limit dashboard visuals to key metrics that align tightly with decision priorities; avoid clutter.
Use conditional formatting or custom visuals (in Power BI) to draw attention to anomalies or trends.
Build interactive filters and drill-downs to enable users to explore data layers progressively.
Combine quantitative data with qualitative notes or commentary fields to bring context to numbers.
Schedule regular dashboard updates and ensure data pipelines feed timely, validated information.
Once the foundation of reliable data capture and cleansing is set, the next major hurdle for senior change practitioners is transforming raw change data into clear, actionable insights. Excel and Power BI both offer visualization and dashboarding capabilities, yet each presents challenges that can limit their effectiveness in supporting strategic decision-making.
Visualization and dashboard design challenges
Excel’s charting features are familiar and flexible for simple visuals but quickly become cumbersome as complexity grows. Its static pivot charts and manual refresh cycles limit interactive exploration. Power BI adds interactive and dynamic visualizations but users often encounter limitations such as restricted formatting options, bulky interfaces, and considerable effort required to tailor visuals to convey precise change narratives.
Specific challenges include:
Struggling to represent complex, multi-dimensional change metrics adequately within simplistic dashboards.
Limited ability to apply consistent colour schemes or layered insights without advanced customization.
Performance degradation in dashboards when datasets become large or complex, impacting responsiveness and user experience.
Data interpretation and decision-making support
A dashboard’s true value comes from guiding users towards meaningful interpretation rather than just presentation of numbers. Both Excel and Power BI outputs may fall short if change teams rely excessively on aggregated volume metrics or high/medium/low scales without embedding context or deeper qualitative insight. This risks executives making generalized conclusions or overlooking subtle risks.
Key challenges include:
Dashboards overrun with numbers lacking narrative or prioritized highlights.
Difficulty integrating qualitative insights alongside quantitative data within either platform.
Reporting often static or delayed, providing snapshots that lag behind real-time operational realities.
Tips and tricks for more effective visualization and insight generation
Restrict dashboards to key metrics closely aligned with leadership priorities to avoid clutter.
Leverage conditional formatting or Power BI’s custom visuals to highlight trends, outliers or emerging risks.
Incorporate interactive filters and drill-downs allowing users to progressively explore data layers themselves.
Pair quantitative dashboards with qualitative commentary fields or summary narratives to provide context.
Implement disciplined refresh schedules ensuring data pipelines are timely and validated for ongoing accuracy.
Practical advice for change teams and when to consider dedicated change management tools
Change teams vary widely in size, maturity, and complexity of their reporting needs. For less mature or smaller teams just starting out, Excel often remains the most accessible and cost-effective platform for capturing and communicating change-related data. However, as organisational demands grow in complexity and leadership expects richer insights to support timely decisions, purpose-built change management tools become increasingly valuable.
Excel as a starting point
For teams in the early stages of developing change reporting capabilities, Excel offers several advantages:
Familiar user interface widely known across organisations.
Low entry cost with flexible options for data input, simple visualizations, and ad hoc analysis.
Easy to distribute offline or via basic file-sharing when centralised platforms are unavailable.
However, small teams should be mindful of Excel’s limitations and implement these best practices:
Design standardised templates with clear field definitions to improve consistency.
Concentrate on key metrics and avoid overly complex sheets to reduce error risk.
Apply version control discipline and regular data audits to maintain data accuracy.
Plan for future scalability by documenting data sources and formulas for easier migration.
Progressing to Power BI and beyond
As reporting needs mature, teams can leverage Power BI to create more dynamic, interactive dashboards for leadership. The platform offers:
Integration with multiple data sources, enabling holistic organisational views.
Rich visualizations and real-time data refresh capabilities.
Role-based access control improving collaboration and data governance.
Yet Power BI demands some specialist skills and governance protocols:
Teams should invest in upskilling or partnering internally to build and maintain reports.
Establish rigorous data governance to avoid “data swamp” issues.
Define clear escalation paths for dashboard issues to maintain reliability and trust.
When to adopt purpose-built change management platforms
For organisations undergoing complex change or those needing to embed change reporting deeply in strategic decision making, specialist tools like The Change Compass provide clear advantages:
Tailored data models specific to change management, capturing impact, readiness, resistance, and other essential dimensions.
Automated data capture integrations from multiple enterprise systems reducing manual effort and errors.
Advanced analytics and visualizations designed to support executive decision making with predictive insights and scenario planning, leveraging AI capabilities.
Ease of creating/editing chart and dashboards to match stakeholder needs, e.g. The Change Compass has 50+ visuals to cater for the most discerning stakeholder
Collaboration features aligned to change team workflows.
Built-in auditing, compliance, and performance monitoring focused on change initiatives.
Purpose-built platforms significantly reduce the effort required to turn change data into trusted, actionable insights, freeing change leaders to focus on driving transformation rather than managing reporting challenges.
Summary advice for change teams
Stage
Recommended tools
Focus areas
Starting out
Excel
Standardise templates, focus on core metrics, enforce data discipline
Purpose-built enterprise platforms (e.g. The Change Compass)
Integrate systems, leverage tailored analytics, support operations and executive decisions
Selecting the right reporting approach depends on organisational scale, available skills, and leadership needs. Recognising when traditional tools have reached their limits and investing in specialist change management platforms ensures reporting evolves as a strategic asset rather than a bottleneck.
This staged approach supports both incremental improvements and long-term transformation in how change teams provide decision support through high-quality, actionable reporting.
Practical advice for change teams and when to consider dedicated change management tools
Change teams vary widely in size, maturity, and complexity of their reporting needs. For less mature or smaller teams just starting out, Excel often remains the most accessible and cost-effective platform for capturing and communicating change-related data. However, as organisational demands grow in complexity and leadership expects richer insights to support timely decisions, purpose-built change management tools become increasingly valuable.
Excel as a starting point
For teams in the early stages of developing change reporting capabilities, Excel offers several advantages:
Familiar user interface widely known across organisations.
Low entry cost with flexible options for data input, simple visualizations, and ad hoc analysis.
Easy to distribute offline or via basic file-sharing when centralised platforms are unavailable.
However, small teams should be mindful of Excel’s limitations and implement these best practices:
Design standardised templates with clear field definitions to improve consistency.
Concentrate on key metrics and avoid overly complex sheets to reduce error risk.
Apply version control discipline and regular data audits to maintain data accuracy.
Plan for future scalability by documenting data sources and formulas for easier migration.
Progressing to Power BI and beyond
As reporting needs mature, teams can leverage Power BI to create more dynamic, interactive dashboards for leadership. The platform offers:
Integration with multiple data sources, enabling holistic organisational views.
Rich visualizations and real-time data refresh capabilities.
Role-based access control improving collaboration and data governance.
Yet Power BI demands some specialist skills and governance protocols:
Teams should invest in upskilling or partnering internally to build and maintain reports.
Establish rigorous data governance to avoid “data swamp” issues.
Define clear escalation paths for dashboard issues to maintain reliability and trust.
When to adopt purpose-built change management platforms
For organisations with complex change environments or those needing to embed change reporting deeply in strategic decision making, specialist tools like The Change Compass provide clear advantages:
Tailored data models specific to change management, capturing impact, readiness, resistance, and other essential dimensions.
Automated data capture integrations from multiple enterprise systems reducing manual effort and errors.
Advanced analytics and visualizations designed to support executive decision making with predictive insights.
Collaboration features aligned to change team workflows.
Built-in auditing, compliance, and performance monitoring focused on change initiatives.
Purpose-built platforms significantly reduce the effort required to turn change data into trusted, actionable insights, freeing change leaders to focus on driving transformation rather than managing reporting challenges.
Selecting the right reporting approach depends on organisational scale, available skills, and leadership needs. Recognising when traditional tools have reached their limits and investing in specialist change management platforms ensures reporting evolves as a strategic asset rather than a bottleneck.
This staged approach supports both incremental improvements and long-term transformation in how change teams provide decision support through high-quality, actionable reporting. With greater maturity, change teams also start to invest in various facets of data management, from data governance, data cleansing and data insights to provide a significant lift in perceived value by senior business stakeholders.
Understanding the real distinction between traditional, project-focused change management and the practice of enterprise change management (ECM) opens the door to a structured approach to genuine organisational agility and resilience. While project-based approaches often provide short-term benefits, ECM elevates change to an ongoing strategic capability, ensuring the entire organisation moves in concert rather than as a collection of isolated initiatives.
Rethinking the project lens
Traditionally, change management has surfaced in response to specific projects or change initiatives such as rolling out new technology platforms, redesigning new processes, digital transformation or introducing new products. These efforts share familiar hallmarks:
Project teams focus their energy on preparing the change process for affected employees, ensuring communications are clear, training is tailored, and stakeholder concerns are addressed swiftly. Metrics such as training completion rates or engagement scores offer a sense of progress, and feedback loops close as soon as “go-live” is achieved.
Project-centric change targets only those directly impacted by the initiative.
Coordination and collaboration between projects may be limited or absent.
Yet, this approach can quickly run into problems as the scale and frequency of the pace of change grows. And let’s face it, which sizeable organisation isn’t going through multiple changes at the same time? What appears to be a tightly managed process locally can, at an organisational level, lead to fragmentation, duplicated effort, and staff exhaustion – sometimes described as “change fatigue”. Diverse teams may be asked to adapt to multiple new systems, processes or behaviours in rapid succession, often with little integration or prioritisation.
Making sense of change saturation
Change fatigue is not a product of resistance to ‘doing things differently’ – it’s a predictable response when staff face overlapping initiatives with inadequate support or context. Portfolio-level visibility is rare in project-centric models, so team members may juggle competing demands with limited clarity on which changes matter most.
People become disengaged when the rationale for change is unclear or inconsistent.
Fragmented delivery means lessons learnt in one project aren’t transferred to others.
Resource conflicts emerge, exacerbating the pace and stress of simultaneous transitions.
Such issues underscore why organisations are searching for a more holistic way to approach change. Rather than reactively managing each initiative, ECM creates a deliberate structure for balancing effort, building capability, and driving lasting value in support of organisational strategy.
ECM is not a “set and forget” solution, nor a suite of templates for project managers to file away. It’s a disciplined, repeatable practice, and an approach that blends governance, data, collaboration and technology so that change becomes woven into daily operations. The core aim is for organisational change to transform from a series of disruptions to a united strategic capability aligned with strategic objectives and goals at various levels of the organisation.
Anchoring change in strategy and purpose
ECM starts with a clear connection to strategy. Initiatives are not pursued simply because they fit a project schedule – they are selected, sequenced and resourced to deliver against longer-term organisational goals and values. This strategic alignment requires regular, portfolio-wide reviews and a strong sense of interdependencies.
Change activity is mapped against broader business priorities for successful change management.
Leadership and employee engagement is visible and continuous throughout cycles of change.
Decisions are made with an understanding of cumulative change impact on staff and operations.
Governance and portfolio management
One of the defining features of ECM is the elevation of governance from discrete project steering groups to enterprise-wide oversight. This means all change activity – from small tweaks to major transformations – is managed within a portfolio framework. Coordinated governance offers leaders:
Real-time visibility of all initiatives, reducing risk of overlapping or conflicting changes;
The ability to sequence work to avoid bottlenecks or overload;
Standard tools for collecting outcomes, learning, and scaling success.
This portfolio approach doesn’t stifle innovation or agility – it enables them. With the big (and ‘medium’) picture in hand, leadership can make timely adjustments, redirect resources where needed, and capitalise on synergies between concurrent change efforts.
Consistent methodology and language
To embed ECM, organisations need a consistent approach to how change is defined, planned, and delivered. This includes shared terminology, frameworks, capability building and tools. A common language ensures that teams across functions understand what’s expected and how to measure success.
Shared frameworks reduce confusion and speed up onboarding new projects.
Common metrics allow lessons learnt from one area to influence others.
Continuous capability development ensures capability is refreshed as the organisation evolves (and capability does not just refer to training).
Cultivating organisational capability
ECM demands proactive investment in building change expertise at all levels, including the enterprise level. Unlike traditional approaches centred in specialist teams, ECM diffuses capability throughout the organisation. Everyone – from the executive team to frontline employee change champions – can access the knowledge, resources, and support necessary to champion change in their own environment.
The benefit of this diffusion is that change management doesn’t become a bottleneck or a specialist bottling plant; rather, it becomes part of the organisational DNA, supporting sustainable transitions even as pressure for change intensifies.
Capability-building programs help embed change management skills into routine business operations.
Peer communities foster exchange of techniques, stories and practical tools.
Capability-building programs help embed change into routine business operations.
Integrating change with core functions
Real value arises when change management links arms with other core business functions – risk, finance, HR, operations, technology:
Risk management: Proactive identification and management of people-related and operational risks ensure less disruption and faster remediation.
Human resources: Structured alignment of talent, training and role transitions supports staff through periods of uncertainty.
Finance: Budgets reflect strategic priorities and benefit targets, allowing responsive reallocation as circumstances shift.
Operations: Rollouts are coordinated with and catered to day-to-day workflow, minimising friction and confusion.
This interconnected approach elevates change from a project concern to a constant enabler, strengthening business readiness and agility.
Data, measurement and digital enablement
ECM takes measurement seriously, moving beyond output metrics to focus on outcomes and behaviour. Reporting and analytics track adoption rates, operational impact, readiness levels, and risk hotspots across all initiatives in progress.
Dashboards provide visibility for boards, executive teams and change leaders.
Analytics highlight trends over time, support decision-making, and provide evidence for resource allocation, including data on impact, capacity, readiness and adoption
Stakeholder feedback is collected continuously and drives refinement of practices.
Digital platforms make this easier – centralising data, automating routine assessments, and allowing fast recognition of leading and lagging indicators in change efforts. However, technology is an enabler not a replacement for skilled analysis and strategic judgement.
Continuous improvement and learning loops
ECM embeds cycles of review, adjustment and learning. Change accelerates, but so too does the speed of feedback, reflection, and correction. Leaders and teams benefit from:
Structured periodic reviews such as portfolio level PI planning (program increment planning);
Real-time lessons learned loops;
Identification and scaling of success stories;
Open channels for feedback and honest discussion.
These activities foster resilience, build trust, and demystify the process of change, turning every initiative – successful or otherwise – into an opportunity for deeper organisational learning.
Overcoming obstacles in enterprise change management
Establishing ECM is a long-term commitment and not without its challenges. Common obstacles include:
Leadership inertia or lack of sustained sponsorship;
Underinvestment in resources and capability growth;
Cultural resistance – where staff view working with change data as a burden rather than an opportunity;
Conflicting priorities between business units;
Difficulty standardising reporting or aligning diverse teams.
Overcoming these barriers requires persistent engagement, investment in technology and skills, and a strong focus on communication. Leadership needs to be visible, responsive, and ready to recalibrate as conditions change.
Implementing enterprise change management: A practical roadmap
Organisations seeking to build ECM need a clear game plan. Here’s a practical roadmap synthesised from best practice:
Vision and Alignment Begin with a shared understanding of why ECM matters and the results it is supposed to deliver. Shape the vision in conversation across the business, not from the top down.
Assessment of Current State Map change activity in flight, assess capability gaps, and audit readiness. Involve a range of stakeholders in the diagnosis phase to surface risks and opportunities, including readiness assessments where applicable.
Strategic Planning and Design Create a blueprint for integrated governance, methodology, and reporting lines. Define responsibilities, success measures and timing with input from relevant business units.
Capability-Building Investment Establish ongoing programs for training, coaching, and skill development. Make capability-building an expected part of career pathways and leadership routines.
Technology Selection and Integration Choose digital tools that fit scale, and goals. Integrate with other business systems where it makes sense for seamless reporting.
Delivery and Implementation Roll out ECM frameworks in parallel with major projects and business-as-usual activities. Regularly review progress, and support teams with tailored resources.
Evaluation, Review and Improvement Set up mechanisms for real-time feedback and course correction. Celebrate success, learn from setbacks, and continually update strategies as the business evolves.
Demonstrating the value of ECM requires robust evidence that change capability translates into real organisational outcomes. Key measures include key performance indicators related to adoption rates: How quickly and thoroughly staff take up new behaviours, systems or processes.
Adoption rates: How quickly and thoroughly staff take up new behaviours, systems or processes.
Readiness indices: Staff sense of preparedness and confidence ahead of change launches.
Business impact: Direct and indirect effects of change on performance, service delivery, quality, and customer satisfaction.
Resource allocation and utilisation: Efficiency in people, budget, and technology deployment over time.
Lessons learnt and continuous improvement: Degree of learning captured and applied to future projects.
Using a dashboard approach, organisations can compare progress between regions or functions, surface best practices, and allocate resources based on what works.
Enterprise change in action
ECM comes to life best through real examples. Consider an organisation embarking on major tech transformation. Early stages are plagued with confusion over responsibilities, inconsistent reporting, and pockets of resistance. By shifting to an ECM approach, the organisation sets up a central governance board, standardises its methodology, introduces regular engagement forums, and builds ongoing feedback loops.
The pace of adoption increases as staff gain clarity.
Risks are flagged earlier, allowing for timely intervention.
Costs are controlled through better prioritisation.
Change becomes less disruptive, more predictable, and ultimately more valuable.
In another scenario, a business grapples with multi-site process rollouts. ECM allows for custom pacing, local adaptation with centralised oversight, and regular calibration of resource needs. Staff feel more engaged and less overwhelmed, while leadership gains better transparency over outcomes.
Frequently Asked Questions
Why is ECM worth the investment?
ECM isn’t a luxury – it’s an organising principle for sustainable performance. It helps prevent costly failures and delays, reduces risk, and builds shared capability that fuels growth in an increasingly volatile world.
How does ECM drive transformation success?
By connecting change activity directly to broader strategy, creating clear frameworks and governance, and embedding skills at every level, ECM supports smooth, coordinated transitions – turning vision into reality with measurable benefit.
What analytical tools and technology support ECM?
Dashboards, portfolio level charts, and centralised analytics platforms provide transparency, drive accountability, and highlight the most impactful interventions. These tools work best when paired with regular dialogue and active review. Starting with simple excel sheets may make sense, but in the longer term have significant limitations.
How do organisations diffuse change leadership beyond core teams?
Training programs, peer communities, and open communication mean staff across every function can act as change advocates, spreading best practice without relying on a small group of specialists.
Final reflections
Enterprise change management represents a profound shift away from treating change as a series of one-off events towards establishing enduring, organization-wide capabilities in organizational change management. Through strategic alignment, integrated governance, continuous development, and robust measurement, ECM helps businesses thrive amid complexity and uncertainty, significantly improving the change implementation process.
The journey toward ECM takes sustained commitment, but the benefits – a culture that welcomes new ideas, adapts faster, and builds lasting value – are worth the effort. For those determined to succeed, ECM stands not just as a methodology, but the bedrock of a truly adaptive organisation.
What this also means is that the change and transformation team or practice increases its influence and contribution to the business goals in a direct way. Senior leaders and key stakeholders will see very clearly the value and contribution of the change management team and how it drives forward the business agenda. Gone are the days where change practice is seen as a nice-to-have with little contribution to business objectives.
In the ever-evolving landscape of change management, the critical question organizations must grapple with to gain competitive edge is not just about measuring progress but ensuring that the metrics employed actively propel initiatives toward success and adhere to the best practices. It’s not enough for metrics to be mere indicators of activity; they must be strategic drivers, pushing the organization from a defensive stance of maintaining the status quo to an offensive position where goals are confidently achieved. This article delves into the practical realm of change management metrics, emphasizing the need for a carefully curated selection that instils confidence in reaching initiative goals and actively shapes the journey of transformation, highlighting the importance of coaching in this process. From navigating leading indicators to understanding the change journey and judiciously attributing adoption, the path to success lies in metrics that move beyond sustenance to true progress.
In the realm of change management, it’s crucial to move from a defensive mindset, where metrics merely sustain initiative progress, to an offensive one that propels them forward. This shift involves selecting metrics that not only measure progress but also exert significant influence on reaching initiative goals. Opting for ‘easy’ measures might provide a false sense of security, but it may not contribute to achieving the desired outcomes.
Consider a scenario where an organization aims to implement a new technology platform to enhance productivity. A defensive approach might focus on measuring the number of training sessions conducted or the completion rates. While these metrics have value, they don’t necessarily guarantee that the organization is on track to achieve its ultimate goal of improved productivity.
An offensive approach, on the other hand, would involve selecting metrics directly tied to the initiative’s success. For instance, tracking the time it takes for employees to adapt to the new platform or measuring the increase in task efficiency directly linked to the technology adoption. These metrics not only monitor progress but actively contribute to the realization of initiative goals.
Leading Indicators: Navigating Change Proactively
Leading indicators play a pivotal role in ensuring that change management metrics are forward-looking and provide visibility into the trajectory of initiative progress. Rather than relying solely on lagging indicators that reflect past performance, incorporating leading indicators allows organizations to anticipate and address potential roadblocks before they impede progress.
What are examples of lagging indicators? Newsletter readership, training completion rates, town hall attendance rates, system usage rates, etc.
Stakeholder engagement levels serve as a prime example of a leading indicator. High levels of engagement suggest a positive reception to the change, while declining engagement may indicate resistance or confusion. By tracking engagement throughout the change process, organizations can proactively address concerns, fine-tune communication strategies, and bolster support.
Time-to-adoption for pilot groups is another valuable leading indicator. If a small, representative group can quickly and successfully adopt the change, it bodes well for broader implementation. Monitoring and understanding the factors contributing to the success of the pilot group can inform adjustments for the larger rollout.
Evidence of targeted behaviours is a leading indicator that provides insights into the cultural shift associated with the change. Whether it’s embracing new collaboration tools or demonstrating desired leadership behaviours, these early signs of behavioural change are crucial leading indicators that align with the targeted initiative goals. To achieve these the organisation may need to design leadership skills programs as relevant.
Examples of leading indicators:
Stakeholder Engagement Levels:
o Frequency and quality of interactions in feedback sessions, town hall meetings, or focus groups.
o Participation rates in collaborative platforms or communication channels related to the change.
Time-to-Adoption for Pilot Groups:
o Speed at which the pilot group embraces the change compared to the planned adoption timeline.
o Identification and analysis of factors contributing to the quick or delayed adoption.
Evidence of Targeted Behaviours:
o Observation of employees exhibiting new behaviours associated with the change.
o Collection of success stories or testimonials showcasing positive behavioural shifts.
Managerial Involvement Levels:
o Measurement of the frequency and effectiveness of manager-led discussions about the change. regarding the management certificate.
o Utilization rates of manager-specific training resources and tools.
Training Effectiveness:
o Assessment scores or feedback from participants to evaluate the understanding and application of training content.
o Identification of areas where additional training or support may be required based on early feedback.
Change Readiness Outcomes:
o Employee survey results assessing confidence in adapting to the change.
o Perceptions of leadership support, benefits understanding, and overall readiness for the impending change.
Adoption Rate of Support Resources:
o Utilization of resources such as help desks, support hotlines, or online knowledge repositories.
o Feedback on the accessibility and effectiveness of available support channels.
Feedback Loop Effectiveness:
o Implementation and assessment of feedback mechanisms to capture employee concerns or suggestions.
o Demonstrated responsiveness to feedback through tangible adjustments to the change plan.
Employee Advocacy:
o Identification of employees actively promoting the change within their teams.
o Recognition programs or forums that highlight and celebrate employee advocacy.
Cultural Alignment Metrics:
o Measurement of alignment between the desired change culture and the current organizational culture.
o Indicators reflecting the adoption of new cultural norms and values associated with the change.
Change Journey Metrics: Navigating the Path to Adoption
Change journey metrics are essential for understanding how the change journey is unfolding for different stakeholder groups. Before reaching the go-live stage, organizations must track the evolution of awareness, managerial involvement, training completion rates, communication readership, and change readiness outcomes.
Awareness levels among employees indicate the effectiveness of communication strategies. Are employees informed about the upcoming changes, and do they understand the reasons behind them? Metrics such as email open rates, participation in town hall meetings, or completion of pre-change surveys can shed light on the overall awareness landscape.
Managerial involvement levels are critical because managers play a pivotal role in guiding their teams through change. Metrics might include the frequency of manager-employee discussions about the change, the utilization of support resources, or the completion of manager-specific training modules.
Training completion rates are straightforward yet crucial metrics in assessing readiness. It’s not just about the quantity of completed sessions but also the quality of understanding demonstrated by participants. Incorporating assessments or feedback mechanisms within training modules can provide richer insights into the effectiveness of the training program.
Communication release readership levels help gauge the reach and impact of communication efforts. Metrics such as click-through rates on emails, views of informational videos, or attendance at virtual town hall meetings can provide valuable data on the engagement with key messages.
Change readiness outcomes encompass a range of metrics that collectively assess the organization’s preparedness for the impending change. This could include survey results measuring employees’ confidence in their ability to adapt, their perception of leadership support, and their belief in the benefits of the change.
Attribution of Adoption: Navigating the Complexity of Multiple Initiatives
In organizations with multiple concurrent initiatives, attributing adoption to specific initiatives can be challenging. Rather than engaging in complex discussions about which initiative deserves credit for particular business metrics, it is more productive to establish a small set of indicators that collectively guide the overall attribution of adoption toward specific business measures.
Consider a scenario where an organization is simultaneously implementing changes in technology, process, and organizational structure. Instead of attempting to isolate the impact of each initiative on metrics like productivity or customer satisfaction, focus on a set of indicators that collectively reflect the overall health and performance of the organization.
For instance, a combination of employee engagement scores, customer feedback trends, and operational efficiency metrics can provide a holistic view of the organization’s performance. This approach acknowledges the interconnectedness of initiatives and emphasizes the collective impact on key business outcomes.
In the realm of change management, less is often more when it comes to reporting metrics. Being targeted and selective in deriving and presenting a core set of change measures is more powerful than overwhelming stakeholders with a lengthy list of metrics. The goal is to drive behavioural change, and a concise set of focused metrics facilitates this objective.
Executive stakeholders, in particular, are unlikely to be impressed by an exhaustive list of change measures. Instead, they value insights that directly relate to the success of the initiative and its impact on overall business performance. Therefore, the emphasis should be on delivering a streamlined set of metrics that captures the essential aspects of progress and success.
For example, rather than inundating executives with a detailed breakdown of training completion rates, communication readership, and individual awareness levels, present a consolidated metric that encapsulates overall readiness. This could be a Change Readiness Index that combines various leading and lagging indicators to provide a comprehensive snapshot of the organization’s preparedness for change.
In addition to executive stakeholders, frontline employees also benefit from selective reporting. A focused set of metrics, communicated clearly and regularly, helps employees understand their role in the change journey and motivates them to contribute actively to the initiative’s success.
Navigating Success in Change Management
In the dynamic landscape of change management, selecting the right metrics is akin to navigating a complex terrain. Shifting from a defensive to an offensive posture requires strategic thinking, incorporating leading indicators, tracking the change journey, attributing adoption judiciously, and adopting a selective reporting approach.
Remember, the true measure of success lies not only in reaching metrics but in achieving the ultimate goals of the change initiative. By carefully choosing metrics that actively contribute to success, organizations can confidently navigate the complexities of change management and drive initiatives forward with purpose and precision.
Agile is becoming a common standard for project implementation. Most organizations are implementing some form of agile methodology in how they manage initiatives, anywhere from the waterfall project methodology on one extreme end through to the pure agile project methodology on the other end. Yes, we know that agile may not be for every organization. Projects where the output of the change is known clearly upfront and where traditional methods ensure that requirements won’t change much throughout the project may not benefit from an agile approach. On the other hand, those projects where the end design is not known, where innovation would be valued, would definitely benefit from an agile approach.
There are plenty of resources available for project managers on the mechanics of project management and agile methodology. However, the same cannot be said for change managers. Many even commented that the role of change management has ‘disappeared’ within the agile approach. There are lots of examples of projects where there are significant change impacts on employees and customers, where there is no change manager on the project.
What is the role of change managers in an agile project? How will change work be modified to suit agile methodology? How does the change manager create value in an agile environment?
This guide aims to answer these questions and provide a simple and practical guide to aid the work of change managers in an agile environment, specifically focusing on change management practice areas. While the guide will not aim to cover anything and everything to do with agile, it will aim to call out best practices and aspects the change manager needs to consider in carrying out change work in an agile environment.
When the agile ‘godfathers’ got together to come up with agile change principles all those years ago, they were quite certain that they wanted to focus more on principles than ‘methodology’ per se. Since then the intent may have changed in how organizations have adopted this. Nevertheless, it is important to visit the core of what agile stands for.
These are the 12 principles of the Agile Manifesto (from agilemanifesto.org)
Our highest priority is to satisfy the customer through early and continuous delivery
of valuable software.
Welcome changing requirements, even late in development. Agile processes harness change for the customer’s competitive advantage.
Deliver working software frequently, from a couple of weeks to a couple of months, with a
preference to the shorter timescale.
Business people and developers must work together daily throughout the project.
Build projects around motivated individuals. Give them the environment and support they need, and trust them to get the job done.
The most efficient and effective method of conveying information to and within a development team is face-to-face conversation.
Working software is the primary measure of progress. Agile processes promote sustainable development. The sponsors, developers, and users should be able to maintain a constant pace indefinitely.
Agile processes promote sustainable development. The sponsors, developers and users should be able to maintain a constant pace indefinitely
Continuous attention to technical excellence and good design enhances agility.
Simplicity–the art of maximizing the amount of work not done–is essential.
The best architectures, requirements, and designs emerge from self-organizing teams.
At regular intervals, the team reflects on how to become more effective, then tunes and adjusts its behaviour accordingly.
Here are some key takeaways that the change manager should note about the agile manifesto, the core of what agile is trying to achieve:
Iterative change
Iterative change is more effective than big bang change. This is because it reduces the risk of failure and increases the chances of success. This is also how designers work – making incremental changes to ultimately come up with the right outcome, fostering a culture of continuous improvement. This is because with these techniques the project team is getting feedback throughout the process. Therefore, the ‘test and learn’ and prototypes in design thinking are critical as a part of an agile approach. The emphasis on constant change is the core of agile.
Multi-disciplinary team
The power of the smallish and multi-disciplinary team. Business, technical and specialists from other disciplines are encouraged to work together to come up with innovative solutions to address the problem. Each discipline may approach the same problem differently, and therefore when we put people with different approaches together we start to get innovative ideas. Smallish teams also tend to perform better in getting traction and delivering without getting bogged down by hierarchy. Most agile experts agree that the right size for agile teams would be 6-7 people.
Early and continuous engagement
Another part of what is essential to agile is designing early and continuous engagement. Business representatives are included in the project from the beginning and continue to have strong involvement throughout the process. This constant collaboration is particularly important as the solution being developed by the project team continues to evolve and change throughout a short period of time.
Key agile methodology terms and approaches
There are two main agile approaches that are popular in project management, scrum and kanban. A lot of organizations also use a combination of both scrum and Kanban. Let’s go through these to get a better understanding of what they are and how change fits into these methodologies.
Scrum
Scrum is probably the most popular agile methodology used by project teams that are implementing agile. It starts with feedback or input from end users or customers on what the need is and the business requirements. These are then captured, analysed and defined into clear features by Scrum teams. They can also be in the form of ‘user stories’ that outline what the user goes through in the entire process. User stories are simple descriptions of a feature told from the perspective of the end users who desire the capability. User stories are usually captured in post-it notes on a board (or digitally) to allow visualization of the journey/process.
The project team then goes through a series of ‘sprints’ where iterative work outputs are created under each sprint, especially in the context of large projects. Each sprint is aimed to produce a discrete piece of work output that is tangible and can be used or tested in some form. Each sprint goes for 1-4 weeks and is managed by the scrum master whose role is to do anything that optimises the team’s performance. This is not a manager role who is tasked to ‘approve’ or ‘sign off’ on the work of the team, but more of an enabler and facilitator. In an agile team, the team is self-managed and empowered to come up with unique ideas to form the ultimate solution to address the user/customer needs.
So what is the role of the change manager in scrum? The role of a change manager does not really change significantly in an agile setting. Yes, the change manager needs to understand the why and how an agile team works. However, the fundamentals of the value of change management stay the same. If a project is creating change impacts on the user or the customer, then this is where the change manager steps in. This is not dissimilar to other non-agile project settings.
Let’s dissect the work of the change manager to better understand his/her role in a greater level of detail:
Initial scoping
When we have a high level of understanding of what the project is and what it is trying to accomplish, the change manager would help to scope and size the amount of change impact in concern, the level of complexity involved, and come up with a high level estimation of how much change management support would be needed on this project. This does not change in an agile project, compared to waterfall projects.
High-level change approach
After the features have been identified and the product owner has a clear idea of what the change is and what it involves then it is time to start on devising the high-level change approach. At this stage, we still do not know exactly what the solution is, though we have a few likely options to consider. By taking a few assumptions we can devise a high-level view of what change approach would work. A key part of this approach would involve understanding which stakeholders will be impacted.
Agile projects are focused on producing output and solutions and there is significantly less focus on documentation. However, this is not to say that documentation is not required. Instead, documentation tends to be more summarised and slimmed down versus the significant longer documentation required under waterfall methodology. In this phase, the two key documents are the high-level change approach and high-level change impact assessment document. Some even use a ‘change on a page’ similar to a ‘plan on a page’. The high-level change impact assessment could also be a one-pager that calls out key stakeholder groups impacted and the nature of the impacts.
Design and planning phase
When we get to the design and planning phase of the project the key focus starts to shift into a detailed articulation of what the change is. In this phase, the approach in change work is again no different than under waterfall. However, the difference is that there may be more unknowns as the solution is being developed and shaped iteratively, hitting important milestones, and continues to evolve over each iteration or sprint.
The change manager needs to determine when there is sufficient information to start work on the detailed change impact assessment. And this impact assessment will undoubtedly need to be reviewed and potentially updated as the solution changes. Other key deliverables such as stakeholder matrix, engagement, and communication plan, change plan (including measurement) and risk assessment should also be captured, depending on the level of change complexity.
The role of the change manager is to partner closely with the team to flesh out and define what the change is and what the change approach is throughout each sprint. Some may call out that this may sound quite messy since with each iteration the change approach could change. In practice, a lot of the impacts and change approach are fleshed out and captured before or during the sprint planning. With each scrum and iteration, the solution becomes more and more defined, and only tweaking would be needed on the change approach.
Early and continuous engagement is a key agile principle and therefore the change manager has a critical role to play in engaging the various stakeholder groups. Depending on the nature of the change process, business and stakeholder engagement may need to occur prior and during each iteration. For example, business stakeholders may need to be engaged on what the new system is, and how/what it will do for them, and how they will be impacted. Transparency during this process is crucial, especially when we are closer to having developed a full solution with system screens being defined, allowing us to show our frontline employees what the system looks like. Throughout the iteration process, subject matter experts and business representations, and even change champions groups have critical roles to play in providing valuable business feedback.
Another key agile principle is focused on getting end-user or end customer feedback early, and continuously throughout the development process. The change manager needs to work with the development team and the business to carefully identify the right end-users to provide feedback (versus managers who may not know the intimate details of business requirements). The change manager also needs to balance the needs of the business by being engaged in the what/why/how of the change early on, and incorporating more details of the solution throughout the iterative process.
Implementation and post-implementation
Since agile produces change at a faster pace than waterfall approaches, there are a few things that the change manager needs to adapt to. One of the key challenges for the change manager within an agile team is not to lose sight of the fundamentals of managing change and the necessary adaptation required during the process. Within the series of iterations, keeping the business engaged and involved is key. On top of this, understanding and agreeing with the business on the most optimal go-live and implementation period would be critical. Just because the change is ready technically, it does not mean this is the right time for the business to accept the change. On the other hand, there could be complexity or technical challenges that delay the anticipated go-live (like most projects, in any methodology). This needs to be managed effectively, including the change management approaches to ensure there is clear identification of the next ‘window for change’ from the business perspective from the perspective of the business having the capacity to digest the change.
Some propose that the change manager should ‘adopt’ an agile way of implementing ‘test and learn’ in implementing change. Whilst this is valid there are a few considerations. Implementing agile does not mean that how our employees respond to change will suddenly change. From previous experiences in implementing changes, the change manager should leverage what has or has not worked and not start from zero. For example, how was the reception from a particular business unit to online learning of new products? What has worked well in terms of how this group was engaged previously? If there is little experience in change within a particular part of the organization, then it makes sense to conduct pilots to test. However, again, leverage from previous experiences where possible before starting ‘new’ tests.
Post-implementation and benefit realisation are still applicable from the perspective of the change manager. Planning for effective embedment and measurement of change and that the benefits are realized through the users adopting the right behaviours are still valid under agile.
Kanban is a simple agile methodology that was developed from a manufacturing background (i.e. Toyota). It is not time-based, unlike Scrum. Instead, it is based on ordering a set of prioritised activities through the funnel of ‘To do’, ‘Doing’ through to ‘Done’, while limiting the amount of work in progress at any given time. The list of activities is prioritised meaning that after one task is completed and moved to ‘Done’ the next activity on the list may be undertaken. This overall list of activities can be seen as a ‘backlog’ where a set of activities have been determined to be necessary to complete the project.
This kanban board needs to be real time and constantly updated so that the team members can easily visualize the progress they are making and how much work is outstanding. This is a great way of understanding the pace of execution and output achieved. The cycle time of measuring how long it takes tasks to move from ‘To Do’ to ‘Done’ helps to forecast the delivery of future work. The kanban board acts as the single source of truth for the agile team.
All of the previous comments regarding scrum and implications on the work of the change manager apply to kanban as well. The change manager, working alongside other agile team members, would also need to adapt to the faster pace of change, and work within the team to identify any obstacles to the overall workflow. Change management work activities would also contribute to the overall kanban board and flow through this process.
Building the change environment for agile
There are significant opportunities for the change manager to add value in creating the right change environment for agile initiatives to land successfully. Some of these include:
Helping business leaders, including sponsors and business owners to understand their role in leading change within an agile setting
Support the design and dynamics of the agile team to really flourish, generate innovative ideas, and to leverage the diversity of thought
Work with business stakeholders to prepare them for iterative agile changes where the end state is not always clear from the beginning. The challenge of crafting a clear vision of change without the necessary details
Helping to build the overall culture of the organization by adopting agile principles, is itself a separate cultural change exercise. For organizations that are risk-averse, the challenge may be to instill the value of ‘safe to fail’
The ultimate dilemma for the change manager
One of the ultimate challenges of preparing the organization for an agile business environment is to understand the environment itself. When there are numerous agile projects going on in organizations, each with continuous change and iterative change, there lies the challenge. How does the business get visibility of all of these chunk-sized changes and be able to prepare for them collectively? Without a clear oversight of a collection of changes that are constantly moving it is almost impossible to effectively lead and embed changes effectively.
For more articles on agile change management visit our Knowledge Centre.
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Building change capability is ultimately the goal of a lot of organisations to develop a competitive advantage to reach strategic goals. Most businesses aspire to be fast-moving, transformative and agile with continuous improvement capacity building. With the increasing speed of change, organisations need to have the capability to respond accordingly to meet capability gaps. The speed in which organisations are able to flex and adapt accordingly can mean success or failure, given strategic priorities.
What are some innovative ways to build leadership capability?
Innovative ways to build leadership capability include implementing mentorship programs, fostering a culture of feedback, and providing access to online learning resources. Additionally, encouraging cross-functional collaboration and offering real-world project experiences can significantly enhance leadership skills while promoting a more adaptable and competent workforce.
As change practitioners we all aspire to build strong and impactful change capability with the organisation that we work with. We want to see leaders with strong leadership skills and the necessary knowledge to lead their teams through the change process. We also want to see teams with the tenacity and attitude to be open to and work through the change embedment process to achieve key performance indicators.
Doesn’t capability building mean training?
Yes you must have heard your stakeholder say this a million times. The only way to build specific capability is through training? Wrong. Training is one way to convey knowledge and skill development. This is one aspect of continuous learning. But it does not guarantee that the trainee will have the ability or motivation to apply the learning into the workplace. Yet companies spend significant amount of investment sending employees to change capability training. Absolutely, having the knowledge is an important part of acquiring the capability, but again not the only part of sustainable capability building.
So what else can we do to improve change capability?
Many companies according to industry trends use the 70:20:10 rule in capability development. This means:
– 70% of development should be focused on job-based experiential learning and practical application for team members such as challenging assignment in real work context to maximise knowledge retention
– 30% of development should be from work relationships such as mentoring and coaching on best practices
– Only 10% of development should be from training sessions and professional development training programs (including technical skills, hard skills, soft skills and other specific skills) and face to face or online courses to address skill gaps
This does not mean that these three elements of learning cannot be blended together as a part of capability building programs to support sustainable development. In fact, some of the most impactful development programs combine all three elements to address business needs. A lot of change leadership capability programs combine coursework, together with a real-life assignment on implementing a change project. This is also supplemented with group based coaching, as a part of promoting a culture of continuous learning.
What are some of other ways to build change capability?
Role modelling
Role modelling of core capabilities has a powerful and pervasive impact on a large number of people, especially when it’s coming from senior leaders. Consciously or subconsciously, the behaviours of senior leaders in managing change can shape the behaviours of those around the leader. How change is communicated at the individual level, how impacted employees are engaged, and how behaviours are reinforced can be observed and proliferated across the organisation. Demonstrating role modelling is a key part of leadership development.
Change governance
Other than individual change capability skills, organisations must also build their ability to manage the how change is controlled and monitored across the company with large groups of employees. How change governance is designed, and how decisions are made across the organisation are absolutely critical to change capability and meet business goals.
This capability includes:
– How change governance bodies use data to make decisions to monitor and control the planning and implementation of change
– The ability to use various data sources to ‘pulse-check’ on the change readiness of different parts of the business for change
– Quality of decision making process in balancing various business factors of performance, risk, benefit realisation and engagement
– Clarity of the remit of different change governance bodies and the decisions that they are able to make, e.g. at a business unit level versus enterprise level
Operational change cadence
This refers to the capability of a business unit in operationalising change as a part of performance management to meet organisational goals. This includes all facets of business-as-usual changes as well as larger initiatives. Critical elements of operational change cadence includes:
– Different channels of communication and engagement
– Effective structured approach or system of supporting the implementation of learning programs, including online means as well as face-to-face mediums of job training
– Formal tracking of change capability development initiatives across operations, including change champion networks, mentoring and coaching programs, and change leadership programs
– Collection, analysis and insight generation of change impact and the embedment of change, including monitoring change loading and risk of change saturation
– Strategic planning of operational capabilities required and the process of developing the targeted capabilities to support strategic alignment to drive toward business outcomes
How are you going with your progress toward improving your organisation’s change capability? If you would like to find out more about how to use improve change capability through change performance, change measurement and operational cadence contact us.
Adapting to complex organizational change has always been a formidable challenge for organizations, but the complexities of today’s business landscape have taken this challenge to a new level. With the relentless march of various types of organizational change such as technological advancements, new products, the dynamic shifts in market dynamics, and the constant evolution of the workforce, organizations find themselves in a perpetual state of organisational transformation. Effectively navigating these changes within an intricate and multifaceted environment is no longer a choice but a necessity. In this era of constant flux, mastering the art of change implementation within complex change contexts has become a critical skill for organizations seeking not only survival but also prosperity.
This article is dedicated to unraveling the intricacies of change management within such complex settings, providing a comprehensive exploration of the effective framework of strategies and considerations that can illuminate each step of the model for successful change implementation.
Understanding the Complex Environment
Complex environments, as depicted by the infographic, resemble a bustling traffic control center overseeing a multitude of ongoing changes. These environments typically feature intricate organizational structures with various departments, multiple stakeholder interests, regulatory requirements, and external factors like economic conditions, global trends, and competition—all converging and coexisting like different lanes of traffic.
Just as a traffic control center needs a comprehensive view to manage traffic effectively, organizations must also have a holistic understanding of their unique complexities to facilitate change management to avoid change fatigue. The infographic highlights the importance of having a powerful tool like, “The Change Compass,” to visualize and report one view of change impacts, much like the control tower in our analogy. “The Change Compass” aids in decision-making regarding prioritization, resourcing, and escalations when required, ensuring smoother change implementation.
Much like a control tower’s routine examination of air traffic, change governance routines within complex environments need to scrutinize the business impact of the change slate. They should examine and highlight potential risks when multiple change initiatives land concurrently. The key focus of governance routines should revolve around maintaining strategic alignment, ensuring effective delivery, and managing risks, resources, and performance effectively within the complex change model.
In the context of the infographic and your real-world experience, it’s important to consider situations where changes collide due to a lack of an integrated picture. Understanding these scenarios and their consequences can further emphasize the importance of a comprehensive view of the magnitude of change, akin to what “The Change Compass” offers to organizational transformation.
Additionally, the infographic raises questions about the utilization of change data for a structured approach in decision-making. As you review these questions, it’s essential to reflect on your organization’s practices and how it currently employs change data to prioritize initiatives, allocate resources, and assess operational readiness.
By aligning these insights from the infographic with your practical experiences, you can gain a deeper appreciation of the nuances and challenges within complex environments and the strategies required for becoming a successful change leader in effective change management.
Key Strategies for Effective Change Implementation
Clear Vision and Communication: Imagine a ship embarking on a complex voyage. In this analogy, a well-articulated vision serves as the North Star, guiding the crew toward their desired destination. A successful change initiative begins with a clear and compelling vision, offering a picture of the future state. Within complex environments, the importance of this vision is magnified. It’s vital that this vision is not just communicated but ingrained, clear, and consistent across the organization to ensure clear goals are set. Complex environments often require tailored communication strategies, akin to setting multiple navigation markers, to reach diverse stakeholder groups effectively. From employees to executives, everyone on the ship should have a deep understanding of the change’s purpose and the benefits it will bring.
Stakeholder Engagement: Complex environments can be likened to a bustling marketplace where diverse customers with unique tastes gather. Managing change within such settings requires recognizing and respecting these differences, particularly the different interests of stakeholders. Just as merchants engage in open dialogue with customers to understand their preferences, organizations must engage key stakeholders in meaningful ways. This includes involving them in the decision-making process and addressing their interests and concerns. By aligning the organization’s objectives with the diverse needs of these stakeholders, you ensure a smoother journey toward successful change implementation.
Adaptability: Picture change within complex environments as a voyage with unpredictable weather. The ability to adapt is the organization’s agility in navigating through choppy waters. Change within these environments is rarely a straightforward path; it often demands adaptability and the willingness to adjust course based on emerging challenges or unforeseen opportunities. Like skilled sailors, leaders and change agents must be open to feedback, agile in their decision-making, and ready to adjust the change strategy to accommodate unexpected developments. Flexibility is the key when facing the uncertainties inherent in complex settings.
Change Champions: Think of change champions as the seasoned navigators of the ship. These individuals are passionate advocates for change, influential within the organization, and adept at mentoring and supporting others in adopting new ways of working as part of the change. Empowering these champions is akin to putting experienced navigators at the helm; it significantly accelerates the change process and bolsters its chances of success.
Comprehensive Risk Management: Complex environments can be compared to a terrain filled with potential obstacles and surprises. To navigate these challenges successfully, organizations must conduct a thorough risk assessment, much like charting the unknown waters ahead. It is essential to develop robust risk mitigation plans that identify potential roadblocks or setbacks in advance and have strategies in place to address them. Risk management should be an ongoing process throughout the change journey, just as a vigilant captain keeps a watchful eye on the horizon.
Data-Driven Decision-Making: Envision data as a compass that guides the ship through uncharted waters. Leveraging data analytics and monitoring tools can provide valuable insights into the impact of the change. Like a captain relying on navigation instruments, organizations can make informed decisions by continuously monitoring progress and adjusting strategies based on data-driven insights. This ensures that the ship stays on the right course and is ready to make course corrections as needed.
Continuous Learning and Improvement: Consider change implementation as a perpetual voyage of discovery. Organizations should foster a culture of continuous learning and improvement, much like a ship’s log recording its journey. Lessons learned from previous change initiatives should be used to refine future strategies and enhance the organization’s skill acquisition and change management capabilities. A feedback loop, encouraging crew members to share their experiences and insights, can be instrumental in this process, much like sailors sharing their knowledge to improve the voyage.
Resource Allocation: Resource allocation can be compared to provisioning the ship for a long journey. Efficient allocation of necessary resources is critical, especially in resource-constrained complex environments. Organizations must prioritize resource allocation where it is most needed, focusing on areas that will have the greatest impact on the success of the change initiative. This may involve reallocating human resources, budget, or other assets to support the change effort. Resource allocation decisions should be informed by a clear understanding of the change’s objectives and the unique challenges posed by the complex environment, much like carefully planning and managing supplies for the voyage.
These strategies form the compass and toolkit for organizations seeking to navigate the complex seas of change, while considering their organizational culture. Just as a skilled captain combines experience, navigation tools, and a committed crew of team members to chart a successful course, organizations can achieve effective change implementation by integrating these strategies into their change management process.
Effectively landing change within a complex environment is a multifaceted and challenging process, especially when there are high levels of uncertainty. However, it is not without its rewards. With a clear vision, robust communication, stakeholder engagement, adaptability, data-driven decision-making, a commitment to continuous improvement, and a strategic approach to resource allocation, organizations can successfully navigate such complex changes in the complexities of change implementation.
In a world where change is the new constant, mastering the art of change by acquiring new skills within complex environments is not only a valuable skill but a competitive advantage. By doing so, organizations can emerge stronger, more agile, and better prepared to face the dynamic challenges of today’s business world.
The ability to implement change within complex environments is a key differentiator that sets organizations on a path to resilience and long-term success. To take the first step in mastering the art of change within complexity, we invite you to book a weekly demo with “The Change Compass.” Discover how our innovative digital tool can be your trusted guide in navigating change within complex environments. Embrace the challenges, and unlock the opportunities that lie ahead in the ever-evolving landscape of business transformation.
Landing change effectively within a complex environment
Adapting to change has always been a formidable challenge for organizations, but the complexities of today’s business landscape have taken this challenge to a new level. With the relentless march of technological advancements, the dynamic shifts in market dynamics, and the constant evolution of the workforce, organizations find themselves in a perpetual state of transformation. Effectively navigating these changes within an intricate and multifaceted environment is no longer a choice but a necessity. In this era of constant flux, mastering the art of change implementation within complex contexts has become a critical skill for organizations seeking not only survival but also prosperity.
This article is dedicated to unraveling the intricacies of change management within such complex settings, providing a comprehensive exploration of the strategies and considerations that can illuminate the path to successful change implementation.
Understanding the Complex Environment
Complex environments, as depicted by the infographic, resemble a bustling traffic control center overseeing a multitude of ongoing changes. These environments typically feature intricate organizational structures with various departments, multiple stakeholder interests, regulatory requirements, and external factors like economic conditions, global trends, and competition—all converging and coexisting like different lanes of traffic.
Just as a traffic control center needs a comprehensive view to manage traffic effectively, organizations must also have a holistic understanding of their unique complexities to facilitate change management. The infographic highlights the importance of having a tool like, “The Change Compass,” to visualize and report one view of change impacts, much like the control tower in our analogy. “The Change Compass” aids in decision-making regarding prioritization, resourcing, and escalations when required, ensuring smoother change implementation.
Much like a control tower’s routine examination of air traffic, change governance routines within complex environments need to scrutinize the business impact of the change slate. They should examine and highlight potential risks when multiple change initiatives land concurrently. The key focus of governance routines should revolve around maintaining strategic alignment, ensuring effective delivery, and managing risks, resources, and performance effectively.
In the context of the infographic and your real-world experience, it’s important to consider situations where changes collide due to a lack of an integrated picture. Understanding these scenarios and their consequences can further emphasize the importance of a comprehensive view, akin to what “The Change Compass” offers.
Additionally, the infographic raises questions about the utilization of change data for decision-making. As you review these questions, it’s essential to reflect on your organization’s practices and how it currently employs change data to prioritize initiatives, allocate resources, and assess operational readiness.
By aligning these insights from the infographic with your practical experiences, you can gain a deeper appreciation of the nuances and challenges within complex environments and the strategies required for effective change management.
Key Strategies for Effective Change Implementation
Clear Vision and Communication: Imagine a ship embarking on a complex voyage. In this analogy, a well-articulated vision serves as the North Star, guiding the crew toward their desired destination. A successful change initiative begins with a clear and compelling overall vision, offering a picture of the future state and how it differs from the current state. Within complex environments, the importance of this vision is magnified. It’s vital that this vision is not just communicated but ingrained, clear, and consistent across the organization. Complex environments often require tailored communication strategies, akin to setting multiple navigation markers, to reach diverse stakeholder groups effectively. From employees to executives, everyone on the ship should have a deep understanding of the change’s purpose and the benefits it will bring.
Stakeholder Engagement: Complex environments can be likened to a bustling marketplace where diverse customers with unique tastes gather. Managing change within such settings requires recognizing and respecting these differences. Just as merchants engage in open dialogue with customers to understand their preferences, organizations must engage key stakeholders in meaningful ways. This includes involving them in the decision-making process and addressing their interests and concerns. By aligning the organization’s objectives with the diverse needs of these stakeholders, you ensure a smoother journey toward successful change implementation.
Adaptability: Picture change within complex environments as a voyage with unpredictable weather. The ability to adapt is the organization’s agility in navigating through choppy waters. Change within these environments is rarely a straightforward path; it often demands adaptability and the willingness to adjust course based on emerging challenges or unforeseen opportunities. Like skilled sailors, leaders and change agents must be open to feedback, agile in their decision-making, and ready to adjust the change strategy to accommodate unexpected developments. Flexibility is the key when facing the uncertainties inherent in complex settings.
Change Champions: Think of change champions as the seasoned navigators of the ship. These individuals are passionate advocates for change, influential within the organization, and adept at mentoring and supporting others in adopting new ways of working. Empowering these champions is akin to putting experienced navigators at the helm; it significantly accelerates the change process and bolsters its chances of success.
Comprehensive Risk Management: Complex environments can be compared to a terrain filled with potential obstacles and surprises. To navigate these challenges successfully, organizations must conduct a thorough risk assessment, much like charting the unknown waters ahead. It is essential to develop robust risk mitigation plans that identify potential roadblocks or setbacks in advance and have strategies in place to address them. Risk management should be an ongoing process throughout the change journey, just as a vigilant captain keeps a watchful eye on the horizon.
Data-Driven Decision-Making: Envision data as a compass that guides the ship through uncharted waters. Leveraging data analytics and monitoring tools can provide valuable insights into the impact of the change. Like a captain relying on navigation instruments, organizations can make informed decisions by continuously monitoring progress and adjusting strategies based on data-driven insights. This ensures that the ship stays on the right course and is ready to make course corrections as needed.
Continuous Learning and Improvement: Consider change implementation as a perpetual voyage of discovery. Organizations should foster a culture of continuous learning and improvement, much like a ship’s log recording its journey. Lessons learned from previous change initiatives should be used to refine future strategies and enhance the organization’s change management capabilities. A feedback loop, encouraging crew members to share their experiences and insights, can be instrumental in this process, much like sailors sharing their knowledge to improve the voyage.
Resource Allocation: Resource allocation can be compared to provisioning the ship for a long journey. Efficient allocation of resources is critical, especially in resource-constrained complex environments. Organizations must prioritize resource allocation where it is most needed, focusing on areas that will have the greatest impact on the success of the change initiative. This may involve reallocating human resources, budget, or other assets to support the change effort. Resource allocation decisions should be informed by a clear understanding of the change’s objectives and the unique challenges posed by the complex environment, much like carefully planning and managing supplies for the voyage.
These strategies form the compass and toolkit for organizations seeking to navigate the complex seas of change. Just as a skilled captain combines experience, navigation tools, and a committed crew to chart a successful course, organizations can achieve effective change implementation by integrating these strategies into their change management process.
Effectively landing change within a complex environment is a multifaceted and challenging process. However, it is not without its rewards. With a clear vision, robust communication, stakeholder engagement, adaptability, data-driven decision-making, a commitment to continuous improvement, and the final element of a strategic approach to resource allocation, organizations can successfully navigate the complexities of change implementation.
In a world where change is the new constant, mastering the art of change within complex environments is not only a valuable skill but a competitive advantage. By doing so, organizations can emerge stronger, more agile, and better prepared to face the dynamic challenges of today’s business world.
The ability to implement change within complex environments is a key differentiator that sets organizations on a path to resilience and long-term success. To take the first step in your action plan, we invite you to book a weekly demo with “The Change Compass.” Discover how our innovative digital tool can be your trusted guide in navigating change within complex environments. Embrace the challenges, and unlock the opportunities that lie ahead in the ever-evolving landscape of business transformation.
Central to many contemporary approaches to agile change management models is the concept of “failing fast.” This idea, popularized by agile methodology, suggests that failure is not only acceptable but desirable, as it provides valuable insights that can inform subsequent iterations and improvements. While the intention behind failing fast is noble—to accelerate learning and increase the likelihood of effective change management success—it’s essential for change practitioners to critically examine this notion and consider if this actually works.
We’ll explore the nuances of failing fast within the context of change and transformation initiatives, including change management failures. Drawing upon insights from research, real-world experiences, and best practices, we’ll delve into the complexities of learning from both success and failure. We will explore the myth of failing fast and discuss practical actions that can help change practitioners improve the change outcome success.
At its core, the concept of failing fast is rooted in the belief that failure, including an unexpected issue, is an inevitable part of the innovation process. By embracing failure and learning from it, organizations can iterate more quickly, adapt to changing circumstances, and ultimately increase their chances of success. However, the reality can often be far more complex.
Research has shown that failure is not always a reliable teacher. Psychological barriers, such as ego and fear of failure, can hinder the learning process and prevent individuals from extracting meaningful insights from their experiences. Moreover, the correlation between failure and success is not linear—simply experiencing failure does not guarantee future success.
Research by Lauren Eskreis-Winkler and Ayelet Fishbach showed that failure may not always be a good teacher, often because ego gets in the way. Eskreis-Winkler and Fishbach write that failure can be a big hit to one’s ego, which may reduce motivation. And when the researchers removed ego from the equation by having some people learn from others’ wrong answers, not their own, participants learned equally from failures and successes. “Because people find failure ego-threatening, they will disengage from the experience, which means they stop paying attention, or, tune out,” the researchers write (for more check out the Chicago Booth Review article).
Also, learning from failure requires the person to be open enough and aware enough to notice the potential causes of the failure. Not all leaders are in this category. There may also be hundreds of reasons for failure and so attributing particular causes that directly led to the failure may not always be easy.
For more research on the myth of failing fast check out this article that reviewed research on failed companies and industries.
For change and transformation practitioners, it’s essential to approach the notion of failing fast with a critical eye. While failure can certainly provide valuable lessons, it should not be glorified or pursued at the expense of achieving meaningful outcomes. Instead, change practitioners should strive to create an environment where both success and failure are celebrated as opportunities for learning and growth, especially in contexts where a lack of trust may hinder progress.
Embracing a Balanced Approach to Learning
Rather than focusing exclusively on failing fast, change practitioners should adopt a more balanced approach to learning—one that encompasses both success and failure. This entails recognizing that success can be just as instructive as failure and that meaningful insights can be gleaned from a variety of experiences.
One effective strategy for embracing a balanced approach to learning is to leverage the retro process following both successful and unsuccessful change initiatives, including the implementation of a new ERP system. By examining the external factors and other factors that contributed to the outcome—whether positive or negative—change practitioners can identify key insights and lessons learned that can inform future efforts.
Amy Edmonson, in her booked titled “Right Kind of Wrong” makes a case for learning from “intelligent failure” with the four following attributes …”it takes place in new territory, the context presents a credible opportunity (in relation to risk) to advance toward a desired goal, it is informed by available knowledge, and finally the failure is as small as it can be to still provide valuable insights” (to read more check out the HBR article).
Additionally, change practitioners should cultivate an organizational culture of psychological safety within their organizations, where individuals feel empowered to take risks, experiment with new ideas, and share their experiences openly, especially when adapting to a new system. This not only promotes knowledge sharing and collaboration but also fosters a mindset of continuous improvement and innovation.
Leveraging Success as a Learning Opportunity
While failure often receives more attention in discussions about learning and innovation, success can be equally instructive. When a change initiative achieves its intended outcomes, it’s important for change practitioners to reflect on the factors that contributed to that success and identify best practices that can be replicated in future endeavours.
There is also plenty of evidence that support a ‘strength-based approach’ to learning and development, i.e. focusing on what a person does well and has had successes in. This approach focuses on extending the strength of a person rather than focuses on the weaknesses. Check out the Gallup article on creating a strengths-based culture.
One effective strategy for leveraging success as a learning opportunity is to document and share success stories within the organization. By highlighting examples of successful change initiatives and the strategies that led to their success, change practitioners can inspire and motivate others to adopt similar approaches in their own work, especially those outlined in a change management plan.
Change practitioners should encourage a mindset of continuous improvement among their teams, where success is viewed not as an endpoint but as a milestone on the journey toward excellence. By celebrating successes and acknowledging/reinforcing the hard work and dedication of key stakeholders, change practitioners can reinforce positive behaviours and drive sustained performance.
Integrating Learning into the Change Management Process
Learning should be an integral part of the change management process, woven seamlessly into each phase of the strategic change initiative. From the initial planning stages to implementation and beyond, change practitioners should prioritize reflection, feedback, and continuous improvement to drive successful outcomes and help implement the new strategy.
During the planning phase, change practitioners should conduct thorough research and analysis to identify potential risks and challenges related to poor organizational change management, and develop strategies to mitigate them. Learn from what has or has not worked in the past. By incorporating lessons learned from past experiences, change practitioners can increase the likelihood of success and avoid common pitfalls.
During the implementation phase, change practitioners should monitor progress closely and adapt their approach as needed based on real-time feedback and data. By remaining flexible and responsive to changing circumstances for the long term, change practitioners can optimize their strategies and increase their chances of achieving their objectives.
Following the completion of a change initiative, change practitioners should conduct a comprehensive review to evaluate the outcomes and identify areas for improvement. By soliciting feedback from stakeholders and conducting a thorough analysis of the results, change practitioners can extract valuable insights that can inform future efforts and drive continuous improvement.
In the ever-evolving landscape of change and transformation, the ability to learn from both success and failure is essential for driving meaningful outcomes. While the concept of failing fast has gained popularity in recent years, change practitioners must recognize its limitations and adopt a more balanced approach to learning—one that values both success and failure as opportunities for growth and improvement.
By embracing a culture of continuous improvement, fostering psychological safety, and integrating learning into every phase of the change management process, senior executives, change leaders, and practitioners can position their organizations for success in an increasingly competitive and uncertain environment. By leveraging the insights gained from both successes and failures, change leaders and practitioners can drive meaningful change and transformation within their organizations, ultimately leading to sustained growth and success.
A change impact is the direct result of an initiative that alters how people understand, perform, and experience their work, requiring time and adaptation to embrace new ways of operating. Looking deeper, it’s important to dive deep into many examples of impacts, examine the distinction between change impact assessments and perceived impacts, explore how impacts are managed at project, business unit, and enterprise levels.
Understanding Change Impact
A change impact occurs when an organisational initiative transforms the experience, behaviours, or responsibilities of employees or customers. These changes may involve new systems, processes, roles, policies, or even shifts in customer interaction, each demanding varying levels of adjustment.
For example:
Introducing a new system may require subject matter experts to contribute to system design, end-users to attend information sessions, train superusers, and receive briefings and hands-on training, eventually embedding the system into daily operations.
Rolling out a new customer-facing process might impact frontline employees’ scripts, reporting protocols, and the customer journey, requiring revised training, updated communication, and monitored feedback.
Impacts in Change Impact Assessment
Change impact assessments (CIA) are formal exercises conducted by change managers to systematically evaluate and document the nature, breadth, and severity of anticipated impacts on stakeholder groups. This process typically compares the “current state” versus the “future state” and identifies who will be affected, what will change, when those changes will occur, and how severe the impacts may be.
Typical categories of change impacts include:
People: Role changes, skills required, team structures, new responsibilities.
Technology: New platforms, system integrations, changed user interfaces.
Customers: Adjusted service processes, different touchpoints, shifted expectations.
Change impact assessments drive the development of change management strategies, help mitigate risks, and ensure tailored activities and communications for impacted groups.
Perceived Impacts from the End User’s Perspective
While change managers articulate impacts as identified in impact assessments, end users and target audiences often perceive impacts through the lens of tangible activities and interventions:
End User Perception: End users may see impacts as more immediate activities such as training sessions, workshops, communications, meetings, or changes in their day-to-day workflow. For them, “impacts” are what alters their routine, requires their participation, or changes their expectations and deliverables.
This distinction is critical: impact assessments document what is objectively changing, whereas perceived impacts are what end users subjectively experience.
Concrete Examples of Change Impact
Here are additional examples illustrating varied change impacts:
A new HR platform that automates leave requests changes both back-office processes and how employees manage personal time off, requiring training, updated policies, and FAQ sheets.
A business division restructuring creates new reporting lines, necessitating job description updates, role mapping sessions, and team realignment meetings.
Transitioning to a remote-first work environment demands workflow system changes, digital communication protocols, and employee engagement activities.
More inspiration, examples, and scenarios can be found throughout the Knowledge Centre, such as in the articles:
At the project level, change impacts are most acute and easily mapped, and are directly tied to specific deliverables and stakeholder groups. Change managers identify and prioritize impacts, tailoring interventions such as communications, training, support resources, and feedback mechanisms.
Example: Implementing a new inventory management system; project-level impacts include changes to stock tracking processes for warehouse staff, updated reporting workflows for supervisors, and new ordering procedures for procurement.
Business Unit / Division Level
Business units or divisions experience cumulative and overlapping impacts from multiple concurrent projects. Management must consider resource capacity, operational continuity, and the risk of “change saturation”, where too many initiatives and impacts overwhelm teams.
Effective impact management demands aggregation of project-level assessments, coordination of timings, and prioritization of initiatives.
Example: A retail division launching two new sales systems and a revised product policy within six months may require a coordinated rollout to balance staff workload, avoid confusion, and maintain morale.
Enterprise Level
At the enterprise level, holistic visibility over all change impacts allows for “air traffic control”, balancing and sequencing changes for optimal organisational health. Leaders use enterprise change portfolios to oversee major projects, recognize interdependencies, and prevent conflicting or excessive impacts.
Enterprise Change Control: Techniques include impact heatmaps, capacity planning, project portfolio reviews, and centralised communications.
Example: An enterprise-wide transformation program spanning digital, regulatory, and customer excellence initiatives needs a structured framework to align impacts, support business units, and report on progress.
More advice and methods for managing impacts at scale are found in:
The Knowledge Centre—covering best practices, impact prioritization strategies, and enterprise change management guidelines.
It’s important to distinguish project impact evaluation (used in program evaluation to measure observed outcomes and causal attribution) versus change impact assessment (used in change management to anticipate and plan for people impacts).
Dimension
Change Impact Assessment
Impact Evaluation
Timing
Conducted before/during implementation
Conducted after implementation
Purpose
Identify and plan for impacts
Measure outcomes and causal effects
Focus
Stakeholder experience, operational risk
Actual change and its effects (intended/unintended)
Example Output
Change impact assessment, stakeholder impact plan
Performance metrics, evaluation report
Building Resilient Change Across Levels
Managing impacts effectively requires collaboration, continuous feedback, and alignment of project-level activities with business unit and enterprise priorities. Key tools include:
Change calendars and heatmaps
Stakeholder engagement plans
Impact tracking dashboards
Change saturation analysis
Change impacts shape not just project success but the overall experience of employees, customers, and stakeholders. By distinguishing between change impact assessments and user-perceived impacts, and managing at project, business unit, and enterprise levels, organisations create a coordinated framework for change by optimizing resources, reducing risk, and enhancing adaptability.
Successfully achieving business outcomes through change requires good people change experiences. A positive employee change experience means that he/she is more likely to be engaged and more able to deliver a great customer experience. This focus on people-centred experiences is a core part of agile change management.
How does one go about designing and crafting this experience for successful change? To achieve accolades in stakeholders’ experience, one needs to think broadly about a range of experiences. This could involve anything ranging from manager discussions, online discussions, avenues for peer conversations, senior leadership behavior, and supporting collateral.
Designing a great change experience for employees working in an organization is no different than designing a great quality of life for dwellers living in a particular city. A city needs to focus on having a vibrant economy, a happening retail scene, good access to parks and nature, great transportation links, and developed sports and arts scenes. All of these contribute to the quality of life of those who call the city home. In a similar way, in organizations, it involves a broad spectrum of experiences, including manager discussions, online forums, peer conversations, senior leadership behavior, and supporting collateral.
There are foundational ways of engaging with employees during change that apply to all organizations, such as manager-employee conversations, authenticity, clarity of the message, and involvement in the change process. On the other hand, progressive ways to engage with employees using technology can also contribute to making a great change experience. In this article, we will delve into seven key strategies to design exceptional employee experiences during times of change, encompassing both foundational and progressive approaches.
A dynamic change champion network supporting various change initiatives.
A robust and well-organized change champion network stands as the linchpin for successful initiatives. This network not only provides valuable developmental opportunities for employees but also functions as a vibrant hub for grassroots action, propelling organizational change. In this collaborative space, employees share innovative ideas, collaborate on preparing their teams for change, and play a pivotal role in disseminating critical information.
Change champions serve as passionate advocates, internalizing the responsibility to articulate the envisioned end state of the change to their colleagues. Going beyond advocacy, they actively gather frontline feedback, ensuring upper levels comprehend the concerns and insights of their peers. Moreover, change champions supporting the business across a spectrum of changes have the potential to evolve and enhance their capabilities over time, contributing significantly to the resilience and effectiveness of the entire change champion network.
Key Benefits of a Dynamic Change Champion Network
Provides valuable development opportunities for employees.
Drives organizational change through grassroots action.
Change champions play a crucial role in internalizing accountability, sharing feedback, and supporting multiple changes.
Active social network channels to discuss, share, and support one another during change.
Engaging employees during change is greatly facilitated by active social network channels. Platforms such as Yammer offer a powerful means to connect employees, encouraging idea-sharing and mutual support. While the use of social channels requires vigilant monitoring, the benefits far outweigh any potential drawbacks.
Digital channels provide an inclusive space where even those unable to attend town halls or hesitant to speak up in person can contribute and be heard. Numerous instances showcase employees leveraging these platforms to propose innovative solutions for addressing customer needs, cultivating a fertile ground for continuous improvement. Additionally, employees can share their experiences with the new system, posing questions and receiving assistance from their peers.
Key Benefits of Active Social Networks
Facilitates idea sharing and mutual support.
Inclusive platform for all employees, irrespective of their participation in town halls.
Showcases real examples of innovative solutions and continuous improvement.
Effective learning processes
Modern organizations recognize the importance of diverse learning approaches to achieve optimal outcomes. Acknowledging that employees have distinct learning styles, progressive organizations offer various options tailored to individual preferences.
Traditional face-to-face learning settings often leave some employees breezing through content, while others require additional clarification, support, and hands-on experience. To address these differences, self-paced online learning emerges as an effective solution, accommodating varying speeds of comprehension. Change champions play a vital role in this process, offering face-to-face support to those who benefit from a more personalized approach. Furthermore, organizations can create “sand-pits” or training environments, allowing employees to immerse themselves in the new system, process, or workflow before its official release. This hands-on experience ensures that employees feel confident and well-prepared for the impending change.
Key Benefits of Effective Learning Processes
Recognizes diverse learning styles among employees.
Self-paced online learning accommodates varying speeds of comprehension.
Change champions provide personalized face-to-face support.
“Sand-pits” or training environments offer hands-on experience prior to change implementation
Effective air traffic control of changes to manage change capacity
A seamless change experience necessitates meticulous planning and coordination within the organizational landscape. Given that most employees contend with multiple changes simultaneously, strategic management of these initiatives becomes paramount.
Organizations must metaphorically act as air traffic controllers, ensuring that various changes do not “land” concurrently, overwhelming employees. Achieving this coordination requires a unified view of change impacts, enabling the careful design of employee experiences. Establishing dedicated forums and routines to review change impact data is crucial in making effective sequencing decisions.
This proactive approach not only prevents change fatigue but also enhances the overall employee experience. For a detailed exploration of change management strategies and managing multiple initiatives concurrently, delve into our comprehensive guide here.
Key Benefits of Effective Change Coordination
Meticulous planning and coordination are essential for a seamless change experience.
Employees often grapple with multiple changes simultaneously, necessitating strategic management.
Organizations must act as air traffic controllers to prevent simultaneous “landings” of various changes.
A unified view of change impacts enables the careful design of employee experiences.
Dedicated forums and routines for reviewing change impact data facilitate effective sequencing decisions.
Engaging manager behaviours throughout the change process
In the realm of change experiences, the behavior of managers stands as the linchpin of effectiveness. A manager’s openness, authenticity, and commitment to engaging in transparent conversations about change wield substantial influence over the employee’s change journey.
Managers who are absent, fail to conduct one-on-ones, withhold information, or disregard feedback contribute significantly to a negative change experience. Recognizing this, senior managers and formal sponsors of change bear a pivotal role. They are entrusted with not only selling the change vision but also igniting robust support and momentum throughout the organization, facilitating a seamless transition to the new state.
Key Benefits of Effective Managerial Engagement
Managerial behavior is pivotal in shaping an effective change experience for employees.
Openness, authenticity, and transparent communication from managers significantly influence the change journey.
Ineffective managers, characterized by absence, lack of communication, and disregard for feedback, contribute to negative experiences.
Senior managers and formal change sponsors play a crucial role in selling the change vision and fostering organizational support.
Engaging and interesting collateral about the change
In the orchestration of change experiences, the role of change marketing emerges as a pivotal success criterion. The creation of engaging employee experiences hinges on the effective design of collateral that not only sends the right messages but also resonates through the appropriate channels.
To support the marketing process, collateral must be meticulously crafted, employing visual elements such as imagery, quotes, infographics, and slogans. Engaging mediums, including videos and posters, serve as powerful conduits for conveying the essence of change. In a landscape cluttered with information, the collateral’s unique proposition lies in its ability to stand out and simplify messages, articulating what employees need to know, be it the ‘why’ of the change or the actionable steps they need to take.
Key Benefits of Change Marketing
Change marketing is a critical determinant of engaging change experiences for employees.
Effective collateral design is essential for sending the right messages through appropriate channels.
Visual elements like imagery, quotes, infographics, and slogans play a crucial role in conveying the essence of change.
Engaging mediums such as videos and posters serve as powerful tools in the dissemination of change information.
Collateral must stand out in the information-cluttered landscape and simplify messages for clarity and understanding.
Positive and fun events to generate buzz and excitement
In the corporate realm, traditional showcases and meetings to discuss changes can become routine, contributing little to a positive and energetic employee experience over time. To breathe life into change events and foster excitement, it’s imperative to explore unconventional, fun, and vibrant approaches.
Key Elements for Buzz-Worthy Change Events
Beyond the Ordinary:
Ditch the mundane by steering away from standard meeting formats.
Explore unconventional and creative event designs to inject excitement.
Themed Extravaganzas:
Introduce themed events aligned with the essence of the change.
Costume characters can bring a whimsical touch, adding an element of fun.
Dress Days and Competitions:
Spice up events with theme dress days, encouraging participation.
Fun competitions add a competitive yet enjoyable edge to change gatherings.
Tea-Time Engagements:
Break away from the norm with morning/afternoon tea events.
Create a relaxed setting for informal interactions, fostering camaraderie.
A holistic approach to change acknowledges both the positive aspects of crafting engaging experiences and the challenges that come with navigating the unknown. By combining progressive engagement strategies with practical tips for addressing resistance, organizations can foster a positive change environment that not only achieves its objectives but also cultivates a resilient and adaptable workforce. Discover innovative engagement strategies, and practical tips for overcoming challenges, and foster a positive change environment. Book your weekly demo to transform change into an opportunity!
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Telling effective stories is a critical skill for those leading change management. An effective and emotionally engaging story can make or break the outcome of a change initiative. It can also create a sense of urgency toward the future state, and clarify the aspiration and rationale for the change. We have all heard inspiring and engaging stories that compel us to move toward the journey and change our current ways. On the other hand, a badly formulated story that does not connect with us will do little to progress the change imperative.
To tell an effective story of change we need to refer to facts to get clarity. What happened before that prompted the change process? What happened during the change journey? What was the outcome of the change? Anecdotal information may be interesting, but data and facts form a critical part of the change story as it adds to the ‘meat’ of the story and provides insights on exactly what happened, adding to the ‘texture’ of the story. Here is a change story I experienced.
When I was at Intel, there was significant concern that there was not a way to sustain the pace of change according to Moore’s Law. Moore’s Law was written by Intel’s co-founder Gordon Moore. In a paper published Moore postulated the number of transistors that would fit into a microchip would double every year. Over time, the pace of change at Intel in innovating to meet this expectation (and in many ways shaping the overall computer industry) had driven the company to innovate constantly.
At that time in 2004, there was concern within Intel that there may not be a way to fit in even more transistors within a chip as inserting even more would result in significant heat and energy consumption to not make it viable. For us layman, transistors are basically the ‘brains’ of the computer. The race was on to find another way to fulfill Moore’s prophecy. This is a company known for its technical prowess, building the most powerful supercomputers in the world. Therefore, there was significant motivation to continue to find ways to meet this challenge.
The challenge was met and tackled when the leadership team prompted engineers to come up with a way of organising and grouping transistors as a ‘core’ in a way that distributed heat balanced with energy consumption (my simplified layman translation). This started with dual-core processors followed by multi-core processors. The company rejoiced and the law was maintained!
Typical story formats
There are several typical story formats that are common in telling change stories (adapted from Sparkol) including:
1) The Quest – The hero sets out in search of a particular challenge, prize or reward and in the process comes across a series of challenges. There may be accomplices along the way to help the hero in the quest. Eventually, after struggles, the hero succeeds and all is well.
2) Rebirth – The main character has a significant flaw or is a bad person, and eventually is shown their flaws and through this awareness and realization redeems him/herself to transform into ‘good’.
3) Overcoming the monster – The main character sets out to defeat a monster, and through sheer will, determination and hard work the character defeats the monster.
Using data to tell the story
A typical story for organizations undergoing significant change is …
1) Context: Industry is undergoing significant changes and with significant competition, the company needs to transform ABC to stay competitive.
2) Quantitative data: The change roadmap contains a series of changes. Looking at the data (as shown through a heatmap or other analytical reports) there are certain months where change loading peaks, impacting the workforce. Last time this load happened business performance was impacted in XXXX ways.
3) Qualitative data: From previous change episodes, anecdotal feedback from employees and other frontline teams is that ABC. For example, during this is what people experienced, and as a result XXX happened.
4) The problem statement: This presents a number of risks and challenges in terms of XXXX.
5) The solution: To effectively manage these risks it is recommended that XXXX.
However, the change story doesn’t need to be just about too much change. Other common story themes can be around …
1) Change not happening fast enough, with sufficient pace
2) Impact of change on customers is disjointed and not integrated, as a result leading to inadequate customer experience
3) Too many diverse sets of changes are happening (in a way that is not integrated), leading to a lack of focus and therefore lack of depth in change outcomes
4) Change clashes as a result of inadequate planning and integration, with different initiatives vying for attention
In using data to tell the change journey there should be a balance of quantitative as well as qualitative data used. Quantitative data can include sources such as the level of impact, where, when, to whom (how many people), etc., and qualitative data can include such as employee survey results, business change readiness interviews, stakeholder feedback, etc. The combination of both qualitative and quantitative data provides the richness required to bring life to the change story. Often, change practitioners shy away from quantitative data, and as a result risk not being taken seriously by senior stakeholders and project teams.
To read more about creating quantitative and strategic reports click here.
Data visualization
Visual representations of data are easier to understand and remembered by stakeholders. Designing effective data visuals that look interesting, and allows the reader to easily understand your points without being overwhelmed in an art. Key considerations include selecting the right graph to best represent the data you are showing (for example pie charts for percentages and line charts for historical trends), use colours effectively to represent different data dimensions, not over-crowding the user with too much information, using the right proportions of representations so that it is easier for the user to comprehend the scale/magnitude, and using common data representation within the same graph for consistency and to avoid confusing the reader.
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