The Strategic Blind Spot in Enterprise Change Management
In today’s volatile business environment, enterprise change management (ECM) functions are under mounting pressure to prove their value. Despite the proliferation of change initiatives – ranging from digital transformation to operational restructuring – many organizations still treat ECM as a support function, primarily focused on capability building and project resourcing. This narrow focus, while important, leaves a critical gap: ECMs are often missing the opportunity to deliver the highest value services – enterprise change measurement and strategic/operational planning.
The Current State: A Tactical Focus
Most ECM functions have evolved to emphasize two core activities:
Capability Building: Developing change skills and mindsets across the business, often through training, coaching, and establishing communities of practice
Project Resourcing: Supplying skilled change practitioners to projects, ensuring adequate coverage for major initiatives.
While these activities are foundational, they tend to position ECM as a cost centre rather than a strategic partner. When business conditions tighten, these functions are often among the first to face budget cuts or downsizing, as their value is often perceived as indirect or non-essential to core business outcomes.
The Consequence: Vulnerability in Uncertain Times
This tactical orientation creates a paradox. As organizations face more frequent and complex change, the need for robust change management increases. Yet, when times are tough, ECM functions are often scaled back precisely when their expertise could be most valuable. This cycle undermines organizational resilience and readiness, leaving businesses exposed to greater risks during periods of transformation.
The Missed Opportunity: High-Value Services
The most significant gap lies in the underutilization of ECM’s potential to deliver high-value, strategic services. These include:
Enterprise Change Performance: Systematically tracking and analyzing the impact, readiness, and adoption of change across the organization.
Strategic and Operational Planning: Partnering with strategy teams and business leaders to anticipate change impacts, model scenarios, and inform decision – making.
By not prioritizing these services, ECM functions miss the chance to influence the organization at the highest levels – where decisions about direction, investment, and risk are made.
Why the Gap Exists
Several factors contribute to this strategic blind spot:
Historical Positioning: ECM has traditionally been seen as an “enabler” rather than a “driver” of business outcomes.
Lack of Data: Without robust change measurement, it’s difficult to provide the insights needed for strategic planning and governance.
Resource Constraints: With limited budgets and headcount, ECMs often default to immediate project demands rather than longer-term, enterprise-wide priorities.
Digital Immaturity: Many organizations lack the digital tools to capture, analyze, and sustain data-driven change insights, further limiting ECM’s strategic contribution.
The Path Forward
To break this cycle, ECM functions must reposition themselves as indispensable partners in enterprise strategy and planning. This requires a deliberate shift from a narrow focus on capability and resourcing to a broader remit that includes measurement, insight generation, and strategic advisory services. The following sections will explore how ECMs can leverage data and digital tools to deliver these high-value services, and how this repositioning can fundamentally enhance their role in change governance and business planning.
Elevating Enterprise Change Management – From Tactical Support to Strategic Insight
The Power of Change Measurement
To become a true strategic partner, ECM functions must anchor their value proposition in robust, enterprise-wide change measurement. This means moving beyond anecdotal feedback and isolated project metrics to a disciplined, data-driven approach that captures the full spectrum of change activity, impact, and readiness across the organization.
What Is Enterprise Change Measurement?
Enterprise change measurement is the systematic collection, analysis, and interpretation of data related to all change initiatives within an organization. This includes:
Change Volume and Velocity: How many changes are occurring, and at what pace?
Cumulative Impact: What is the aggregated effect of concurrent changes on teams, processes, and customers?
Readiness and Adoption: How prepared are stakeholders for upcoming changes, and how well are new ways of working being adopted?
Risk and Saturation: Where are the pressure points? Which business units or functions are at risk of change fatigue or resistance?
By establishing a comprehensive measurement framework, ECMs can provide leaders with a “change performance dashboard” that highlights risks, opportunities, and areas requiring intervention.
Why Measurement Matters
Objectivity: Data – driven insights replace subjective opinions, enabling more informed decision – making.
Prioritization: Leaders can see where to focus resources for maximum impact and where to pause or sequence initiatives to avoid overload.
Accountability: Clear metrics enable tracking of change outcomes, supporting continuous improvement and demonstrating the tangible value of ECM.
Proactive Risk Management: Early identification of adoption risks or readiness gaps allows for timely mitigation, reducing the likelihood of failed initiatives.
Leveraging Digital Tools for Continuous Insight
The digital revolution has transformed every aspect of business, and ECM should be no exception. Modern digital tools – ranging from enterprise change management platforms to advanced analytics and AI – make it possible to capture, analyze, and visualize change data in real time.
Key Capabilities of Digital Change Platforms
Automated Data Capture: Streamline the collection of change activity and sentiment data with less manual effort.
Dashboards and Visualizations: Provide leaders with intuitive, up-to-date views of change activity, risk hotspots, and adoption trends.
Scenario Modelling: Use predictive analytics to model the impact of proposed changes on different parts of the organization, supporting better planning and resource allocation.
Feedback Loops: Enable continuous input from stakeholders, surfacing emerging issues and opportunities for course correction.
Building the Digital Foundation
To realize these benefits, ECMs must:
Invest in the Right Tools: Select platforms that fit the organization’s size, complexity, and digital maturity.
Establish Data Governance: Ensure data quality, security, and privacy, with clear ownership and processes for managing change data.
Build Analytical Capability: Develop skills within the ECM team to interpret data, generate insights, and translate findings into actionable recommendations.
Partnering for Strategic and Operational Planning
Armed with robust data and digital insights, ECMs are uniquely positioned to partner with strategy teams and senior leaders in both strategic and operational planning cycles.
Strategic Planning
Change Impact Modelling: Collaborate with strategy leaders to model the implications of major strategic shifts – such as mergers, restructures, or technology rollouts – on people, customers, partners and culture/behaviours.
Resource Forecasting: Advise on the change management resources required to support planned initiatives, ensuring adequate capacity and capability.
Risk Assessment: Highlight potential adoption risks and readiness gaps, enabling proactive mitigation and more resilient strategic execution.
Operational Planning
Change Portfolio Management: Work with business units to sequence and prioritize initiatives, reducing change saturation and maximizing adoption.
Readiness/Adoption Assessments: Provide data – driven readiness assessments to inform operational plans, ensuring teams are prepared for upcoming changes.
Performance Tracking: Monitor adoption and impact metrics post – implementation, feeding lessons learned back into future planning cycles.
Unlocking the Full Value of ECM
By moving up the value chain – from tactical support to strategic insight – ECMs can fundamentally reshape their role within the organization. This shift not only enhances the effectiveness of change initiatives but also positions ECM as a critical enabler of business strategy, resilience, and long-term success.
Embedding Enterprise Change Management in Governance and Planning – Unlocking Strategic Value
From Insight to Influence: The New Role of ECM
When enterprise change management (ECM) functions leverage robust measurement and digital insights, they move from being tactical enablers to strategic influencers. This transition is not just a shift in activity but a fundamental change in how ECM is perceived and positioned within the organization. The true value of ECM emerges when it is embedded in the core governance and planning processes, shaping decisions that drive business performance and resilience.
Integrating ECM Into Change Governance
Change governance is the system by which organizations oversee, prioritize, and manage change initiatives. Traditionally, ECM’s role in governance has been limited, often reactive – providing support when asked or responding to issues as they arise. However, with access to enterprise-wide change data and predictive analytics, ECM can now play a proactive, advisory role.
Key contributions of ECM in change governance include:
Portfolio-level risk assessment: By providing a “change performance dashboard,” ECM can help governance forums visualize where cumulative change is creating risk, enabling more informed decisions about sequencing, prioritization, and resource allocation.
Evidence-based recommendations: ECM brings objective data to the table, shifting conversations from opinion-based debates to fact-based decision-making.
Continuous monitoring: Real-time dashboards and feedback loops allow governance bodies to track adoption, readiness, and business impact, supporting agile responses to emerging issues.
This approach aligns with the Unified Value Proposition for change management, which emphasizes the integration of technical and people aspects to achieve both project objectives and organizational benefits. When ECM is seen as a structured, data-driven discipline, its credibility and influence within governance structures increase significantly.
Shaping Strategic and Operational Planning
The value of ECM is amplified when it is involved early in the strategic and operational planning cycles. By partnering with strategy and business leaders, ECM can:
Model change implications: Use scenario analysis to forecast the impact of strategic decisions on people, processes, and culture, identifying potential bottlenecks or adoption risks before they materialize.
Inform resource planning: Advise on the change management resources and capabilities required to support the planned portfolio, ensuring adequate investment and reducing the risk of under – resourcing critical initiatives.
Enhance readiness and adoption: Integrate readiness assessments and adoption metrics into operational plans, increasing the likelihood of successful outcomes and accelerating benefit realization.
This proactive involvement transforms ECM from a “nice-to-have” support function to an essential partner in delivering business strategy and managing risk.
Real-World Impact: Lessons from Leading Organizations
Organizations that have successfully repositioned ECM as a strategic partner demonstrate tangible business benefits. For example, a large financial services leader, integrated change management and project management, prioritized sponsorship, and leveraged data-driven insights to support multiple simultaneous transformations. The results included reduced risks of change saturation and release clashes, enhanced speed of planning and reduced operational disruptions.
This underscore the importance of:
Early and ongoing ECM involvement in planning and governance
A unified approach that combines technical and people – centric change management
Data-driven decision – making as the foundation for ECM’s strategic contribution
Sustaining the Strategic Role of ECM
To ensure ECM’s strategic value is sustained – even when business conditions become challenging – organizations must:
Institutionalize ECM’s seat at the table: Make ECM participation in governance and planning forums a non-negotiable part of the operating model.
Continue investing in digital tools and analytics: Maintain and evolve the digital infrastructure that enables continuous measurement and insight generation.
Develop ECM talent: Build analytical, advisory, and business partnership skills within ECM teams to match their new strategic mandate.
The Future of ECM Is Strategic
As organizations navigate increasing complexity and accelerated change, the need for strategic, data-driven change management has never been greater. By focusing on high-value services, enterprise change measurement and strategic/operational planning, ECM functions can secure their place as indispensable partners in business success. This shift unlocks their full potential to drive sustainable transformation and competitive advantage.
Wrestling with Pigs – Why Change Leaders Get Stuck in the Mud
As change and transformation professionals you know the feeling: you’re deep in a change initiative, but progress is elusive. No matter how many workshops you run, how many stakeholder meetings you hold, or how many communications you send, the same issues keep resurfacing. The team feels exhausted, yet the problem remains – like wrestling with a pig, you end up covered in mud and no closer to a solution.
This vivid metaphor, drawn from Pete Lindsay’s Pig Wrestling, captures the frustration of grappling with persistent organizational challenges. The core message is clear: wrestling with problems using the same perspective and tactics only leads to fatigue and frustration, not progress. The mud represents the confusion, emotional drain, and sense of futility that accompanies repeated, ineffective attempts at problem-solving.
Recognising the Signs of “Pig Wrestling”
Before you can escape this cycle, it’s crucial to recognize when you’re stuck in it. Lindsay and Bawden describe several telltale signs:
You’ve tried every solution you can think of, but nothing works.
The problem feels endless – no matter what you do, it persists.
You and your team feel drained, demotivated, and stuck.
These symptoms are not just signs of a tough challenge – they’re indicators that you may be framing the problem incorrectly from the outset. When we approach issues from a limited or habitual perspective, we inadvertently block ourselves from seeing new angles or opportunities. As a result, our efforts amount to little more than wrestling a pig: exhausting, messy, and ultimately unproductive.
The Trap of the “Wrong Frame”
Every organization has its share of recurring “problems”:
There are too many change resistors.
Too many stakeholders aren’t informed about the changes.
Leaders are not supporting the change.
Stakeholders are not owning the change.
These statements are familiar to anyone leading transformation. Yet, according to Pig Wrestling, these are often not the real problems but rather symptoms of a deeper issue: a restricted or flawed framing of the challenge. When we define the problem too narrowly or accept it at face value, we limit our ability to find effective solutions.
Why We Get Stuck
The reason we get trapped in this cycle is psychological as much as organizational. Humans are wired to seek patterns and rely on past experiences. When faced with a stubborn issue, we tend to double down on what we know, trying variations of the same approaches. This creates a feedback loop: the more we struggle, the more entrenched we become in our current view, and the less likely we are to see the problem from a fresh perspective.
Pig Wrestling challenges us to step back, question our assumptions, and “clean” our thinking. Only by reframing the problem – by stripping away the mud of our biases, stories, and habitual responses – can we unlock new solutions and drive meaningful change.
Cleansing the Problem – Reframing the Four Classic Change Challenges
Transformation leaders are often confronted with recurring “problems” that seem intractable: too many change resistors, uninformed stakeholders, disengaged leaders, and lack of stakeholder ownership. According to Pete Lindsay’s Pig Wrestling, these are often not problems in themselves, but symptoms of how we’ve chosen to frame the challenge. By cleansing the problem – stripping away assumptions and viewing it from new angles – we can unlock more effective solutions.
1. “There Are Too Many Change Resistors”
The Trap: It’s easy to label widespread resistance as a people problem or a sign of cultural inertia. This framing assumes resistance is an obstacle to be overcome, rather than a signal to be understood.
Reframe the Problem: Ask: What are people really resisting? Are they lacking information, skills, or a sense of security? Is the pace or nature of change overwhelming? By reframing, resistance becomes a source of insight rather than frustration.
Recommendations:
Listen and diagnose: Use structured listening sessions and feedback tools to uncover the root causes of resistance. Often, resistance points to unmet needs or unaddressed fears.
Clarify the “why”: Ensure that the business reasons for change are clearly communicated and tailored to different groups.
Empower ownership: Shift focus from “overcoming resistance” to “enabling participation.” Involve resistors in solution design, making them co-creators rather than obstacles.
Invest in training and support: Resistance often stems from a lack of confidence or skills. Comprehensive onboarding, upskilling, and just-in-time support resources can ease anxiety and build capability.
2. “Too Many Stakeholders Aren’t Informed About the Changes”
The Trap: This framing assumes information alone is the issue, and the solution is simply to communicate more. But information overload, unclear messaging, and lack of targeted communication can all contribute to the problem.
Reframe the Problem: Ask: Are stakeholders receiving the right information, at the right time, in the right way? Is the communication two-way, allowing for feedback and clarification?
Recommendations:
Segment and tailor communication: Not all stakeholders need the same information. Map stakeholder groups and customize messages to their interests and concerns.
Engage early and often: Involve stakeholders in the planning and decision-making process from the outset, not just during rollout. Use surveys, focus groups, and regular updates to foster transparency and trust.
Enable dialogue: Move beyond broadcast communication to two-way channels – Q&A sessions, feedback loops, and forums for open discussion.
Leverage data: Track engagement with communications (open rates, feedback, participation in sessions) to identify gaps and adjust strategies in real time.
3. “Leaders Are Not Supporting the Change”
The Trap: It’s tempting to see lack of leadership support as a personal failing or lack of commitment. This framing can breed frustration and blame, rather than constructive action.
Reframe the Problem: Ask: What barriers are preventing leaders from engaging? Do they lack clarity on their role, feel excluded from planning, or have competing priorities?
Recommendations:
Clarify expectations: Define and communicate the specific actions and behaviours expected from leaders at each stage of the change process.
Provide support and resources: Equip leaders with the information, tools, and training they need to champion change. This includes regular briefings, leadership coaching, and peer support networks.
Model the change: Leaders must visibly demonstrate the mindsets and behaviours required for success. Celebrate and publicize leadership actions that align with the change vision.
Create accountability: Build change leadership into performance objectives and reward systems, ensuring leaders are recognized for their role in driving transformation.
4. “Stakeholders Are Not Owning the Change”
The Trap: This problem is often framed as a lack of motivation or engagement among stakeholders, leading to frustration and disengagement among change leaders.
Reframe the Problem: Ask: Have stakeholders been given real opportunities to shape the change? Is there a sense of shared ownership, or are they passive recipients of decisions?
Recommendations:
Co-create solutions: Involve stakeholders in designing and implementing change initiatives. Collaborative decision-making builds ownership and accountability.
Foster shared purpose: Communicate how the change aligns with stakeholders’ values and goals. Make the benefits tangible and relevant to their daily work.
Recognize and celebrate contributions: Publicly acknowledge stakeholder input and successes, reinforcing their role as partners in the change journey.
Monitor and adapt: Use data to track stakeholder engagement and adjust strategies as needed. Regular feedback and course correction keep stakeholders invested and empowered.
By cleansing and reframing these four classic problems, transformation leaders can move from wrestling with pigs – stuck and exhausted – to leading purposeful, energizing change.
The Practical Application – Problem Cleansing in Action
For transformation and change professionals, the real power of Pete Lindsay’s Pig Wrestling lies in translating the “problem cleansing” mindset into daily leadership practice. The framework is not just a metaphor; it’s a practical toolkit for breaking free from the mud of persistent challenges and unlocking new pathways to change. Here’s how to apply the principles of problem cleansing, step by step, to the four classic change problems.
Step 1: Step Back and Observe
Before diving into solutions, pause. Take a step back from the “mud” and observe the problem objectively. Ask yourself:
Is this truly the problem I need to solve, or am I reacting to symptoms?
What assumptions am I making about this situation?
Have I seen the reality on the ground, or am I relying on second-hand accounts?
This initial pause is essential for gaining perspective and avoiding the trap of habitual responses.
Step 2: Remove the Frame – Challenge Your Assumptions
Every problem is surrounded by a “frame” – the stories, biases, and judgments we attach to it. To cleanse the problem, deliberately remove that frame:
What labels have I applied to people or situations (e.g., “change resistors”)?
What if my current framing is limiting my options?
How might others involved describe the problem differently?
Empathy is critical here. Seek to understand the perspectives and motivations of all stakeholders, especially those you might have labeled as obstacles.
Step 3: Gather the Facts – Separate Data from Story
With the frame removed, focus on the facts:
What is actually happening, as opposed to what I believe is happening?
What data do I have, and what data do I need?
When does the problem occur, and when does it not?
For example, if you believe “too many stakeholders aren’t informed,” review actual communication metrics, feedback, and engagement data. Are there patterns or exceptions that challenge your assumptions?
Step 4: Explore Exceptions – When Is the Problem Not a Problem?
One of the most powerful techniques in the Pig Wrestling approach is to look for exceptions:
Are there times or contexts where the problem doesn’t appear?
What’s different about those situations?
Can those conditions be replicated or scaled?
If “leaders are not supporting the change,” are there instances where certain leaders are engaged? What enables their support, and how can those enablers be extended to others?
Step 5: Define a More Solvable Problem
After gathering facts and exploring exceptions, redefine the problem in a more actionable way:
Instead of “too many change resistors,” the problem might become “we lack early feedback loops to understand concerns.”
Instead of “stakeholders are not owning the change,” it could be “our process does not provide meaningful opportunities for stakeholder input.”
A well-cleansed problem statement is clear, specific, and focused on factors you can influence.
Step 6: Experiment and Iterate
Apply new solutions based on your cleansed problem definition. Use data to monitor outcomes and remain open to further reframing if progress stalls. The Pig Wrestling framework encourages short cycles of experimentation and reflection, rather than long, exhausting battles with the same muddy challenge.
Integrating Data and Evidence
Throughout the process, data is your ally. Use it to:
Test assumptions and challenge stories.
Identify patterns, exceptions, and leverage points.
Measure the impact of interventions and adapt in real time.
For example:
Track resistance levels before and after targeted listening sessions.
Measure stakeholder engagement with different communication channels.
Analyze leadership behaviours and their correlation with team adoption rates.
Building a Culture of Problem Cleansing
Finally, embed these practices into your team:
Encourage curiosity and challenge habitual thinking.
Reward reframing and creative problem definition.
Use coaching and reflective practices to help teams step back, remove frames, and focus on facts.
Problem cleansing is not a one-off exercise but a continuous discipline. By applying these steps, you’ll move from wrestling with pigs to leading purposeful, sustainable transformation – no mud required.
“When you wrestle with a pig, you get dirty and the pig enjoys it. But when you clean your thinking, you create the change you need.”
Change management teams have long prided themselves on enabling organisations to adapt, evolve, and thrive in the face of constant disruption. Yet, a curious irony persists: many change management teams themselves are reluctant to change. They are trapped in a cycle of executing individual projects, refining legacy methodologies, and building capabilities through workshops and sessions-year after year, with little evolution in their own practice. This phenomenon can be described as “Change Management Teams’ Stockholm Syndrome”-where practitioners defend the very systems and routines that may be limiting their impact, just as employees in transformation-fatigued organisations do.
This syndrome is not just about comfort; it is also about fear. Changing the way change is managed is risky. There is a real concern that if things do not go well, the change team may be blamed. The prevailing attitude is often: “If everyone else is doing it this way, why should we change?” This mindset is a significant barrier to progress and innovation.
And this is not to specifically single-out change management teams. In the corporate world, process and methodology helps to create certainty and clarity. Without it, there could be chaos. As a result, organisations as a whole and its teams, tend to stick to the convention to run the business.
The Legacy Methodology Trap
Most change management teams remain wedded to legacy methodologies-structured, linear frameworks that were designed for a pre-digital era. These approaches often emphasise process over people, form over function, and documentation over data. While these methods have served organisations well in the past, they are increasingly mismatched with the realities of today’s digital and AI-driven world.
The result? Change management teams risk becoming irrelevant, unable to provide the strategic value that modern organisations demand. They are seen as facilitators rather than strategists, focused on executing rather than shaping change. This legacy focus also means that teams miss out on the benefits of agile, data-based approaches that are now commonplace in other disciplines such as marketing, operations, human resources and customer experience.
The Cost of Standing Still
The consequences of this stagnation are profound:
No Innovation: Without evolving their own practices, change management teams cannot credibly advocate for innovation elsewhere in the organisation.
Legacy vs. Agile: Teams remain focused on rigid, legacy methodologies, missing opportunities to leverage agile, iterative, and data-driven approaches that are better suited to today’s fast-moving environment.
No Data-Based Insights: Historical data is often ignored, meaning teams cannot learn from past successes or failures, nor can they provide predictive insights to guide future change initiatives.
Inability to Influence Strategically: Without data and digital fluency, change teams struggle to influence at a strategic level, limiting their ability to shape the direction of the organisation.
Credibility Challenges: Project teams and leaders may increasingly question the value of change management, seeing it as a bureaucratic function rather than a strategic partner. On the other hand, change managers spend significant time on arguing/positioning their worth, versus delivering value.
The New Digital and AI Reality
The world has changed. Digital transformation is no longer a buzzword-it is a reality. AI is reshaping how work gets done, automating routine tasks, and providing deep insights that were previously unimaginable. Other disciplines have already embraced these trends, using data to inform decisions, automate low-value work, and focus on high-value strategic activities.
Yet, many change management teams are still operating in a pre-digital mindset. They are not leveraging the power of automation, AI, or data analytics to transform their own work. This is not just a missed opportunity-it is a threat to the relevance and impact of the discipline.
The Comfort of the Familiar
Why do so many change management teams resist changing their own ways of working? The answer lies in what we as change practitioners already know about human psychology. Change is hard, even for those who advocate for it. The status quo is comfortable, and the risks of trying something new are real. Teams may fear failure, blame, or simply the unknown. They may also suffer from “Organisational Stockholm Syndrome,” defending the very systems that exhaust them and limit their potential.
Looking Ahead
The solution is clear: change management teams must catch up with industry trends that other disciplines have already embraced. They must leverage data to inform their work, automate lower-value tasks, and leapfrog to higher-value strategic roles-advising on change strategy, adoption, and benefit optimisation across the organisation. Only by transforming themselves can they credibly support the transformation of others.
Barriers and Breakthroughs in Digital Change Management
Facing the Realities of Digital and Data-Driven Transformation
As change management teams recognise the need to evolve, they encounter a complex array of barriers that are both technical and cultural. The journey toward digital and data-driven change management is not simply about adopting new tools or methodologies; it is about transforming mindsets, processes, and organisational structures. The following barriers are among the most persistent and impactful.
Key Barriers to Digital and Data-Driven Change Management
Resistance to Change
Even within change management teams, resistance is a formidable obstacle. Many practitioners are comfortable with established processes and fear the disruption that comes with new digital tools or methodologies. This resistance is compounded by concerns over job security (e.g. the result of AI and automation), the risk of failure, and the potential for blame if initiatives do not succeed.
Integration with Legacy Systems
Many organisations rely on outdated systems that are not designed to work with modern digital solutions. Integrating new technologies-such as AI-powered analytics or automation platforms – with legacy processes such as spreadsheets and templates that are often complex, time-consuming, and costly. This challenge can stall progress and limit the ability to leverage data-driven insights.
Lack of Digital Expertise
There is a significant skills gap in many change management teams. Digital transformation requires a blend of technical, analytical, critical and strategic competencies that are not always present. Without the right expertise, teams struggle to implement and sustain new digital initiatives.
Poor Data Quality and Access
Effective data-driven change management relies on accurate, timely, and accessible data. However, many organisations struggle with fragmented data sources, inconsistent data quality, and limited access to meaningful insights. Only a minority of companies report having access to accurate data that can inform decision-making.
Failure to Link Strategy to Execution
Even with a clear digital or data-driven strategy, many change management teams struggle to translate this into daily practice. There is often a disconnect between strategic intent and operational execution, leading to missed opportunities and diminished impact.
Inadequate Leadership and Communication
Successful digital transformation requires strong leadership and effective communication. When leaders fail to articulate a compelling vision, provide adequate support, or foster a culture of transparency and trust, change initiatives are more likely to falter.
Cultural Inertia and Lack of Experimentation
Organisational culture plays a critical role in enabling or hindering change. A culture that resists experimentation, learning, and adaptation will struggle to embrace digital and data-driven approaches. Without the ability to experiment and learn from failures, progress is slow and innovation is stifled.
Overcoming the Barriers: Practical Breakthroughs
Despite these challenges, there are proven strategies that change management teams can adopt to overcome barriers and accelerate their digital and data-driven transformation.
Embrace Agile and Data-Driven Methodologies
Shift from rigid, legacy frameworks to agile, iterative approaches that prioritise learning, adaptation, and data-driven decision-making. This allows teams to respond more quickly to changing circumstances and to leverage real-time insights.
Invest in Digital Upskilling
Build digital literacy and analytical skills within the change management team. This can be achieved through targeted training, partnerships with digital experts, and the recruitment of data-savvy professionals.
Improve Data Quality and Accessibility
Implement robust data governance practices to ensure data accuracy, consistency, and accessibility. Invest in tools and platforms that enable seamless data integration and analysis across the organisation.
Strengthen Leadership and Communication
Develop a clear, compelling vision for digital change management and communicate it consistently across the organisation. Engage leaders at all levels to champion the change and provide ongoing support to teams.
Foster a Culture of Experimentation and Learning
Encourage teams to experiment with new tools, methodologies, and approaches. Create a safe environment where failure is seen as an opportunity for learning and improvement.
Align Strategy with Execution
Ensure that digital and data-driven strategies are translated into actionable plans and daily practices. Regularly review progress, gather feedback, and adjust course as needed to maintain alignment and drive results.
The Path Forward
The barriers to digital and data-driven change management are significant, but they are not insurmountable. By addressing resistance, building digital expertise, improving data quality, strengthening leadership, and fostering a culture of experimentation, change management teams can break free from legacy mindsets and unlock new levels of impact and credibility.
Leapfrogging to Strategic Impact
From Execution to Strategic Influence
For too long, change management teams have been seen as facilitators of change rather than architects. Their work has been largely transactional-running workshops, refining methodologies, and supporting project delivery. The digital and AI-driven world, however, demands a fundamental shift in how change is managed and led. The opportunity now is for change management to become a true strategic partner, leveraging data, automation, and AI to shape the direction and success of organisational transformation.
Leveraging Data for Deeper Insights and Predictive Power
The most forward-thinking organisations are already using real-time and historical data to inform every aspect of change. This means moving beyond gut feeling and anecdotal evidence to a world where decision-making is driven by robust analytics. Change management teams can now:
Predict Adoption and Resistance: By analysing readiness, engagement, and adoption metrics, teams can anticipate where resistance will emerge and intervene proactively.
Measure Impact in Real Time: Digital tools and platforms enable continuous monitoring of change initiatives, allowing for rapid course correction and more responsive leadership.
Optimise Communication and Support: Data-driven insights help tailor communication strategies to different stakeholder groups, ensuring messages resonate and support is targeted where it is most needed.
Automating the Routine, Elevating the Strategic
Automation and AI are transforming the landscape of change management by taking over repetitive, low-value tasks. Chatbots, virtual assistants, and automated workflows can handle routine communications, answer common questions, and even deliver personalised training modules. This frees up change practitioners to focus on higher-value activities, such as:
Advising on Change Strategy: With more time and better data, change teams can provide strategic counsel to senior leaders, helping shape transformation agendas and ensure alignment with business goals.
Driving Adoption and Benefit Realisation: By leveraging real-time analytics, teams can identify barriers to adoption early, design targeted interventions, and track the realisation of benefits across the organisation.
Leading Culture Change: Change management is increasingly recognised as a driver of organisational culture. Teams that embrace open, data-driven, and agile approaches can foster a culture of continuous improvement and innovation.
Building Credibility and Influence
As change management teams embrace digital and data-driven approaches, they also build credibility with project teams and leaders. By providing clear, evidence-based recommendations and demonstrating measurable impact, change practitioners can move from being seen as process administrators to trusted advisors. This shift is critical for influencing at a strategic level and ensuring that change management is embedded in the organisation’s DNA.
The Future of Change Management
The future belongs to organisations that treat change as a continuous, strategic process rather than a series of isolated projects. Change management teams that harness the power of data, automation, and AI will be at the heart of this transformation. They will drive not only the adoption of new technologies but also the cultural and behavioural shifts needed for sustainable success.
A Call to Action
For senior change and transformation practitioners, the message is clear: the time to leapfrog is now. By embracing digital tools, data-driven decision-making, and agile, open approaches, change management can move from the back office to the boardroom. The result will be a profession that is more innovative, influential, and indispensable than ever before.
The organisations that succeed in the digital age will be those that empower their change teams to lead, not just facilitate/deliver, transformation-shaping the future of work, culture, and performance for years to come.
The Traditional Path: Learning-Focused Change Management
For decades, the prevailing wisdom in organisational change management has been to build capability through education and training. Senior leaders and managers are sent to workshops, seminars, and e-learning modules to develop their understanding of change frameworks, stakeholder engagement, resistance management, and communication strategies. The rationale is clear: if people know more about change, they will manage change more effectively.
However, while this approach is logical and well-intentioned, its impact is often limited. The learning-focused model is inherently slow and resource-intensive. It requires significant investment in curriculum development, scheduling, and facilitation. More critically, it assumes that knowledge acquisition will naturally translate into changed behaviours and improved business results. In practice, this is rarely the case.
The Limits of Learning-First Approaches
Several challenges hinder the effectiveness of traditional capability-building:
Delayed Impact: The time lag between learning and application is significant. Leaders may attend a session on change management, but by the time they face a real change challenge, much of the content is forgotten or seems irrelevant to the context.
Low Engagement or Motivation: Not all leaders are equally motivated to become change experts. Mandatory training can breed resistance or apathy, especially if participants do not see immediate relevance to their roles.
One-Size-Fits-All: Standardised training often fails to address the unique dynamics, culture, and needs of different teams or business units.
Lack of Real-Time Feedback: Traditional approaches rarely provide leaders with ongoing feedback about their change leadership effectiveness. This makes it difficult to adjust strategies in real time or learn from mistakes as they happen.
Why Learning Alone Doesn’t Drive Business Results
The core issue is that learning, in isolation, does not guarantee behaviour change or business impact. Senior leaders may understand the theory of change management but struggle to apply it under pressure, in complex environments, or when faced with competing priorities. The disconnect between knowing and doing is well-documented in management literature and is particularly acute in the context of large-scale transformation.
Moreover, traditional change management often relies on intuition and anecdotal evidence to guide decisions. Leaders make assumptions about what will work, based on past experience or prevailing best practices, rather than on empirical evidence from their own organisations. As a result, change initiatives may be misaligned with actual business needs, and the true drivers of resistance or adoption remain hidden.
A New Paradigm: Data-Driven and Experiential Change Leadership
In contrast, a growing number of organisations are achieving significant change maturity by taking a fundamentally different approach. Instead of focusing primarily on education, they are embedding change capability through data and experiential leadership. This approach is not about discarding learning altogether—it is about complementing it with real-time insights, feedback loops, and hands-on experience.
Data-driven change management extends traditional methods by integrating robust processes for data visibility, analysis, interpretation and application. Leaders are equipped not just with knowledge, but with visibility into how change is progressing, where the risks and opportunities lie, and what interventions are most effective in their specific context.
The Power of Data in Change Leadership
When leaders have access to timely, relevant data about change readiness, change capacity, adoption rates, and business impact, several powerful shifts occur:
Informed Decision-Making: Leaders can move beyond gut-feel and make evidence-based decisions about where to focus their attention and resources.
Agility and Responsiveness: Real-time data allows leaders to identify emerging issues, test new strategies, and rapidly adjust course based on what is working and what is not.
Democratisation of Insight: By making change data visible at multiple layers of the organisation, leaders at all levels can take ownership of change outcomes and contribute to collective success.
Continuous Improvement: Data-driven feedback loops enable ongoing learning and adaptation, rather than one-off interventions.
Experiential Leadership: Learning by Doing
Complementing the data-driven approach is a focus on experiential leadership. Instead of passively absorbing information, leaders are actively engaged in managing real change initiatives, supported by data and feedback. They learn by doing—experimenting with different tactics, observing the results, and refining their approach in real time.
This experiential model is particularly effective because it:
Bridges the Knowing-Doing Gap: Leaders apply change management principles in the context of their actual work, making learning relevant and sticky.
Builds Confidence and Competence: Hands-on experience, supported by data, helps leaders develop the judgement and skills needed to navigate complex change.
Fosters Accountability: When leaders can see the impact of their actions (or inaction) through data, they are more likely to take responsibility for outcomes.
Case in Point: The Impact of Data and Visibility
In my own experience working with organisations on large-scale transformations, I have seen first-hand how the democratization of change data can transform outcomes. When leaders at different layers of the organisation are given visibility into change metrics—such as adoption rates, engagement levels, and business impact—they are better prepared to lead, more agile in their response, and more effective in driving results.
For example, one organisation implemented a change dashboard that provided real-time insights into change adoption, change readiness and the impact and velocity of change across business units. Leaders used this data to identify hot spots, test new engagement strategies, and track the effectiveness of their interventions. The result was a faster, smoother transition with higher levels of buy-in and measurable business benefits.
The Mechanics of Data-Driven Change Leadership
1. Establishing a Change Data Framework
The foundation of data-driven change leadership is a robust framework for collecting, analysing, and sharing change-related data. This framework should capture both quantitative and qualitative insights, providing a holistic view of how change is progressing.
Key Components:
Change Readiness Assessments: Regular pulse surveys to gauge how prepared teams are for upcoming changes.
Adoption Metrics: Tracking usage of new systems, processes, or behaviours post-implementation.
Engagement Analysis: Using surveys, focus groups, or digital tools to understand how employees feel about the change.
Business Impact and Capacity Measures: Linking change activities to key performance indicators (KPIs), such as productivity, customer satisfaction, employee experience or financial outcomes.
Practical Tip: Start small. Pilot your data framework in one business unit or for one major initiative. Refine your tools and processes before scaling across the organisation.
2. Democratising Change Data
A critical differentiator in mature change organisations is the democratisation of data. Instead of hoarding insights at the executive or project management level, make data visible and accessible to leaders and teams at every layer.
How to Achieve This:
Change Dashboards: Develop interactive dashboards that display real-time metrics relevant to each audience—executives, middle managers, and frontline supervisors.
Regular Data Reviews: Embed data discussions into leadership meetings, project stand-ups, and team huddles.
Transparent Communication: Share both successes and challenges openly, encouraging a culture of learning and continuous improvement.
Practical Tip: Don’t overwhelm people with data. Curate dashboards to show only the most actionable metrics for each audience.
3. Enabling Data-Driven Decision Making
With data in hand, leaders must be empowered—and expected—to use it in their decision-making. This requires both capability and accountability.
Steps to Embed Data-Driven Decisions:
Support on Data Literacy: Equip leaders with the ability to interpret change data and translate insights into action. Provide support as needed.
Scenario Planning: Use data to run “what-if” analyses and test the likely impact of different change strategies.
Feedback Loops: Set up mechanisms for leaders to receive feedback on the outcomes of their decisions, closing the loop between action and result.
Practical Tip: Celebrate leaders who use data effectively to drive change. Share their stories to build momentum and set new cultural norms.
The Power of Experiential Leadership
While data provides the “what” and “how much,” experiential leadership delivers the “how” and “why.” It’s about learning through action, experimentation, and reflection.
4. Embedding Change in Leaders’ Day-to-Day Work
Shift the focus from classroom learning to on-the-job application. Make change leadership a core part of every leader’s responsibilities—not a side project.
How This Looks in Practice:
Action Learning Projects: Assign leaders to sponsor or lead real change initiatives, supported by coaching and peer learning.
Shadowing and Rotations: Give leaders exposure to different parts of the business undergoing change, broadening their perspective and empathy.
Role Modelling: Senior leaders visibly demonstrate change leadership behaviours, setting the tone for the rest of the organisation.
Practical Tip: Pair less experienced change leaders with mentors who have successfully navigated transformation. Facilitate regular reflection sessions to share lessons learned.
5. Rapid Experimentation and Iteration
Encourage leaders to treat change as a series of experiments rather than a linear process. Use data to test hypotheses, learn quickly, and iterate.
Practical Steps:
Pilot Programs: Launch small-scale pilots to test new ways of working before rolling out organisation-wide.
A/B Testing: Try two different engagement or communication strategies and use data to determine which is more effective.
Retrospectives: After each change milestone, hold structured reviews to capture what worked, what didn’t, and why.
Practical Tip: Create a safe environment for experimentation. Make it clear that “failing fast” is not a failure, but a valuable source of insight.
6. Building a Feedback-Rich Culture
Change maturity flourishes in organisations where feedback is frequent, actionable, and non-punitive. Data and experiential leadership reinforce each other in this environment.
How to Foster This:
Real-Time Feedback Tools: Use digital platforms to gather and share feedback instantly.
Open Forums: Hold regular town halls or Q&A sessions where employees can voice concerns and see leaders respond transparently.
Recognition Programs: Publicly acknowledge teams and individuals who exemplify data-driven, adaptive change leadership.
Practical Tip: Encourage upward feedback. Leaders should actively seek input from their teams about what support or information they need to lead change effectively.
Tools and Technologies to Enable Data-Driven, Experiential Change
Modern change leaders have access to a growing suite of tools that make data-driven, experiential leadership scalable and sustainable:
People Analytics Platforms: Digital tools can automate sentiment analysis, engagement tracking, and pulse surveys.
Change Management Software: Platforms such as The Change Compass to provide structured frameworks for tracking change progress and impact.
Collaboration and Communication Tools: Microsoft Teams, Slack, and Yammer facilitate real-time data sharing and collaborative problem-solving.
Business Intelligence (BI) Tools: Power BI, Tableau, or Google Data Studio can visualise change metrics and make insights accessible to all. Alternatively, use the tailor-designed visuals with The Change Compass.
Practical Tip: Choose tools that integrate seamlessly with your existing systems and workflows. Prioritise user experience to drive adoption.
Overcoming Common Barriers
Transitioning to a data-driven, experiential change model is not without challenges. Common barriers include:
Data Overload: Too much data can paralyse decision-making. Focus on a handful of high-impact metrics.
Cultural Resistance: Some leaders may be uncomfortable with transparency or experimentation. Address this through role modelling and incentives.
Skill Gaps: Not all leaders are naturally data-savvy. Invest in targeted upskilling and peer support.
Practical Tip: Start with “coalitions of the willing”—leaders and teams who are eager to try new approaches. Use their successes to build momentum and expand adoption.
The Role of the Change Function
In this new paradigm, the role of the central change function shifts from being the “owners” of change to enablers, advisors and coaches. Their responsibilities include:
Designing and maintaining the change data framework
Curating and sharing best practices in data-driven, experiential leadership
Facilitating cross-functional learning and collaboration
Providing coaching and support to leaders at all levels
Practical Tip: Position the change function as a centre of excellence, not perceived as an ‘unnecessary cost centre’. Empower business leaders to take ownership of change outcomes.
Real-World Case Studies: Data and Experience in Action
1. Turning Around Transformation with Data-Driven Communication
A recent case study from ChangeFirst illustrates how a struggling business transformation was revitalised using data analytics. The organisation implemented a communication assessment which provided concrete, real-time data about the effectiveness of their change communications. By analysing this data, leaders identified gaps and altered their communication strategy accordingly. The result: more targeted engagement, improved buy-in, and a successful turnaround of the transformation effort. This case underscores the value of arming leaders with actionable insights, enabling them to make evidence-based decisions and quickly adjust tactics to drive better outcomes.
2. HMRC: Digital Transformation in the Public Sector
Her Majesty’s Revenue and Customs (HMRC) in the UK faced outdated systems and processes that hampered efficiency and customer experience. Their transformation journey was anchored in leadership development, employee engagement, and technology integration. By leveraging digital tools and data, HMRC modernised its operations, resulting in measurable improvements in service delivery and employee satisfaction. This case demonstrates how combining data-driven strategies with experiential leadership—such as empowering employees to test new digital solutions—can deliver sustainable change in even the most complex environments.
3. Adobe: Continuous Feedback and Data-Driven HR Transformation
Adobe’s shift from traditional software sales to a cloud-based model required a complete overhaul of HR practices. The company adopted a data-centric approach to employee engagement, using continuous feedback mechanisms and analytics to inform decision-making. This enabled leaders to rapidly identify issues, experiment with new strategies, and iterate based on real-world results. The transformation led to increased employee retention and a culture of ongoing growth and adaptability.
4. Dashboard-Driven Change at Scale
Organisations that centralise change data and make it accessible through dashboards empower leaders at all levels. This approach mirrors how other business functions—like sales and finance—operate, and it enables leaders to make informed decisions about change capacity, project prioritisation, and resource allocation. The transparency and visibility provided by dashboards foster greater engagement and accountability, making it easier for leaders to see what’s working, what isn’t, and how to course-correct as a team.
5. Process-Centric Change Management through Analytics
A case study presented at the Intelligent Automation Summit highlighted how a hybrid change management and data analytics professional used KPIs and data storytelling to align initiatives with organisational goals. By translating analytics into actionable KPIs, the organisation improved process efficiency, accelerated project delivery, and ensured that change initiatives were tightly integrated with business objectives. This approach demonstrates the power of combining analytics, process management, and people-centric leadership to drive meaningful transformation.
Key Lessons from Data-Driven, Experiential Change Initiatives
Data Democratization Accelerates Change: When change data is accessible to leaders and teams at all levels, it fosters ownership, agility, and faster decision-making.
Continuous Feedback Loops Drive Improvement: Real-time data and feedback mechanisms help leaders test, learn, and iterate, closing the gap between planning and execution.
Integration with Business Strategy is Essential: Data-driven change must be tightly aligned with organisational goals and KPIs to ensure relevance and impact.
Leadership Engagement is Easier with Data: Leaders are more likely to engage with change initiatives when they have clear, actionable insights at their fingertips, mirroring their experience in other business domains.
Qualitative and Quantitative Data Both Matter: Combining hard metrics with employee sentiment and qualitative feedback provides a holistic view of change readiness and impact.
Actionable Recommendations for Senior Change Professionals
1. Build a Centralised Change Data Platform
Aggregate change data from multiple sources (surveys, adoption metrics, business KPIs) into a single, accessible platform.
Use dashboards to visualise key metrics for different leadership layers, ensuring information is relevant and actionable.
2. Make Data a Leadership Habit
Embed data review into regular leadership routines—project stand-ups, executive meetings, and team huddles.
Train leaders in data literacy, focusing on interpreting insights and translating them into action.
3. Foster Experimentation and Rapid Iteration
Encourage leaders to treat change as a series of experiments, using data to test hypotheses and iterate quickly.
Create safe spaces for “failing fast” and learning from real-world outcomes, not just theory.
4. Democratise Data and Feedback
Ensure that change data is not siloed at the top; make it available to middle management and frontline leaders.
Use real-time feedback tools to capture and act on employee sentiment and engagement throughout the change journey.
5. Align Change Metrics with Strategic Objectives
Link change metrics directly to business outcomes—such as customer satisfaction, productivity, and financial performance—to demonstrate value and relevance.
Regularly review and refine metrics to ensure they reflect evolving organisational priorities.
6. Integrate Data-Driven and Traditional Change Practices
Don’t abandon the people side of change; use data to complement intuition, experience, and stakeholder engagement.
Balance quantitative insights with qualitative understanding to address both operational and cultural aspects of transformation.
7. Position the Change Function as an Enabler
Shift from being the “owners” of change to coaches and enablers, supporting business leaders in using data and experiential learning to drive outcomes.
Curate best practices, provide coaching, and facilitate cross-functional learning to sustain momentum.
The Future of Change Maturity
Organisations that reach significant change maturity do so by making a decisive shift: from slow, learning-centric capability building to a dynamic, data-driven, and experiential model. By democratising data, embedding feedback loops, and empowering leaders to learn by doing, these organisations achieve faster, more sustainable transformation and deliver measurable business results.
Change and transformation professionals who champion this approach will not only accelerate their organisation’s change maturity but also position themselves as strategic partners in shaping the future of business. The imperative is clear: harness the power of data and experience—not just knowledge—to lead change that matters.
Level 1: Air Traffic Control—Establishing Oversight and Laying the Foundation
Seasoned transformation and change practitioners know the challenge: senior leaders are rarely interested in “change training” but are critical to the success of your change portfolio. Their engagement, understanding, and decision-making set the tone for the entire organization. The question is not how to send them to a course, but how to build their change literacy in a way that is practical, relevant, and embedded in their business agenda.
Here we explore a pragmatic approach to developing senior leaders’ maturity in managing a portfolio of change. In Level 1, we focus on the “Air Traffic Control” phase—establishing initial oversight, surfacing key data, and creating the conditions for informed leadership.
Why Change Literacy Matters at the Top
For senior leaders change portfolio literacy is more than understanding the mechanics of change management. For senior leaders, it’s about:
Seeing the full landscape of change across the business.
Understanding the cumulative impacts on people, operations, and strategy.
Making informed decisions on priorities, pace, and resource allocation.
Without this literacy, leaders risk overwhelming teams, missing strategic opportunities, and failing to deliver on business benefits. The stakes are high: the volume and velocity of change in most organizations today mean that “flying blind” is not an option.
The Air Traffic Control Phase: Creating Oversight and Clarity
The first step in building change literacy is not education—it’s exposure. Like an air traffic controller, senior leaders must be able to see all the “planes in the sky” before they can direct traffic safely and efficiently.
Key Objectives in This Phase:
Establish visibility of all change initiatives.
Surface capacity constraints and people impacts.
Create a shared language and baseline understanding of change activity.
1. Map the Change Landscape
Start by working with your PMO, HR, and transformation teams to create a comprehensive map of all current and upcoming change initiatives. This should include:
Tip: Visual tools such as rollout timelines, calendars, or dashboards are invaluable. They help leaders “see the forest for the trees” and spot potential collisions or overloads.
2. Quantify Capacity and Performance
Next, introduce data on organizational capacity and people performance:
How many initiatives are impacting each business unit?
Where are the pinch points in terms of workload, skills, or engagement?
What is the current state of change fatigue or readiness?
This data grounds the conversation in facts, not anecdotes. It also begins to shift the mindset from project-by-project thinking to portfolio-level oversight.
3. Connect to Business Priorities
Senior leaders are motivated by what’s on their agenda: strategic goals, operational performance, risk, and efficiency/growth. Frame the change portfolio in these terms:
Which initiatives are directly tied to strategic objectives?
Where are there conflicts, duplication, or misalignment?
What are the risks to business performance if changes are poorly sequenced or resourced?
By connecting change data to business outcomes, you make the conversation relevant and urgent.
4. Facilitate the Right Conversations
Rather than presenting data for its own sake, design conversations that help leaders make better decisions:
Where do we need to slow down or pause initiatives to protect capacity?
How can we sequence changes to maximize benefits and minimize disruption?
What trade-offs are required to align with strategic priorities?
These discussions are not about “managing change” in the abstract—they are about running the business more effectively in a complex, dynamic environment.
Practical Tools and Techniques
Change Portfolio Dashboards: Develop a simple, regularly updated dashboard that shows all active changes, status, impacts, and risks. Use visuals to highlight hotspots and interdependencies.
Capacity Charts: Map initiatives against business units and timeframes to show where overload is likely.
Impact Assessments: Brief, high-level assessments of each initiative’s impact on people, processes, and performance.
Monthly Portfolio Reviews: Establish a regular cadence for reviewing the change portfolio with senior leaders, focusing on decision points and resource allocation.
Common Pitfalls and How to Avoid Them
Information Overload: Don’t drown leaders in detail. Focus on key data that supports business decisions.
Siloed Views: Ensure your portfolio view cuts across functions and business units, not just projects within a single area.
Lack of Follow-through: Initial visibility must lead to action—adjusting priorities, reallocating resources, or sequencing initiatives differently.
Building Change Literacy: What Success Looks Like
At the end of the Air Traffic Control phase, senior leaders should:
Have a clear, shared view of all change activity across the business.
Understand where capacity and performance risks lie.
Be able to make informed decisions on sequencing, prioritization, and resource allocation.
Begin to use a common language for discussing change impacts and trade-offs.
Level 2: Change Outcome Ownership—Moving from Oversight to Strategic Leadership
In Level 1, we explored how to help senior leaders achieve “air traffic control”—a clear, shared view of the change landscape and organizational capacity. This foundational oversight is essential, but it’s only the beginning. True change literacy means senior leaders move beyond monitoring activity to taking ownership of change outcomes. This is where their leadership can make the greatest difference.
In Level 2, we’ll look at how to guide senior leaders through this shift. You’ll learn how to help them balance the key levers of change, drive accountability for results, and embed change leadership into the heart of business decision-making.
Why Outcome Ownership Matters
Oversight is about knowing what’s happening. Ownership is about making it happen—delivering the intended benefits, minimizing disruption, and ensuring people are ready and able to perform in the new environment.
When senior leaders own change outcomes, they:
Balance competing priorities: Weighing speed, capacity, business resources, and strategic impacts.
Make informed trade-offs: Deciding where to invest, delay, or accelerate change.
Drive accountability: Ensuring that business leaders—not just project teams—are responsible for adoption and benefits realization.
This is the difference between passive sponsorship and active leadership.
Key Levers for Senior Leaders in Change Outcome Ownership
To build change literacy at this level, focus on five critical levers:
1. Pace and Sequencing
Senior leaders must understand that the pace of change is not just about speed to market—it’s about sustainable adoption. Too much, too fast leads to fatigue and failure; too slow risks losing momentum or competitive advantage.
How to build this lever:
Use data from your change portfolio dashboard to model different sequencing options.
Facilitate scenario planning sessions: “What if we delayed Project X by three months? What would that mean for Project Y and for our people?”
Encourage leaders to weigh the trade-offs between urgency and readiness.
2. Capacity and Resource Allocation
Change does not happen in a vacuum. It requires people, time, and attention—often the same resources needed for business-as-usual.
How to build this lever:
Present clear data on resource constraints and competing demands.
Help leaders see the hidden costs of overloading teams (e.g., increased turnover, reduced engagement).
Support them in making tough calls about where to focus and where to pause or stop initiatives.
3. Business Impact and Strategic Alignment
Not all changes are created equal. Leaders must be able to distinguish between “must-have” and “nice-to-have” initiatives, and ensure alignment with strategic goals.
How to build this lever:
Map each change initiative to strategic priorities and measurable business outcomes.
Use impact assessments to highlight dependencies, risks, and potential synergies.
Challenge leaders to articulate the “why” behind each major change.
4. Readiness and Adoption
Successful change is not just about delivering a project—it’s about ensuring people are ready, willing, and able to work in new ways.
How to build this lever:
Introduce simple readiness assessments for key initiatives.
Share data on adoption rates, feedback, and engagement from previous changes.
Encourage leaders to actively sponsor and communicate about change, not just delegate to project teams.
5. Change Leadership Behaviours
Change literacy is not just a set of skills—it’s a mindset and a set of behaviours. Senior leaders must model the change they want to see.
How to build this lever:
Provide feedback on visible leadership behaviours (e.g., presence in town halls, openness to feedback, willingness to address resistance).
Celebrate and recognize leaders who demonstrate effective change leadership.
Offer targeted coaching or peer learning opportunities focused on change leadership, not just management.
Designing the Right Conversations
At this stage, your role is to facilitate strategic, action-oriented conversations that help leaders take ownership. Some practical approaches:
Portfolio Decision Forums: Regular sessions where leaders review the change portfolio, assess progress, and make decisions on sequencing, resourcing, and prioritization.
Benefit Realization Reviews: Focused discussions on whether intended outcomes are being achieved and what adjustments are needed.
Readiness Deep Dives: Sessions that explore the “people side” of major changes—what’s working, what’s not, and what support is required.
Your job is not to provide all the answers, but to ask the right questions and surface the data that supports informed decision-making.
Practical Tools and Approaches
Scenario Planning Templates: Help leaders visualize the impact of different sequencing or resourcing decisions.
Change Impact Matrices: Map initiatives against strategic goals, business units, and risk factors.
Adoption Dashboards: Track key metrics such as training completion, usage rates, and employee sentiment.
Leadership Action Plans: Simple templates for leaders to track their own change leadership commitments and follow-through.
Common Pitfalls and How to Avoid Them
Defaulting to Project Thinking: Keep the focus on business outcomes, not just project milestones.
Avoiding Tough Trade-offs: Encourage honest discussion about what can be realistically achieved with available resources.
Assuming Readiness: Challenge optimistic assumptions and use data to surface real readiness risks.
What Success Looks Like
When senior leaders move from oversight to ownership, you’ll see:
Active engagement in change portfolio decisions: Leaders are not just reviewing reports—they are making and owning the trade-offs.
Clear accountability for outcomes: Business leaders, not just project teams, are responsible for adoption and benefits.
Greater alignment between change activity and business strategy: Initiatives are sequenced and resourced to deliver on strategic priorities.
Visible leadership behaviours: Leaders are modelling the change, communicating openly, and supporting their teams through transition.
Ownership of change outcomes is the hallmark of mature change leadership. It’s where leaders move from monitoring activity to driving results—and where the real value of your change portfolio is realized.
Level 3: Best Practice—Tracking Benefits, Embedding Adoption, and Managing Change Risks
Having guided senior leaders from initial oversight (“air traffic control”) through outcome ownership, the final phase in building change literacy is embedding best practice. This is where change becomes a core capability—measured, managed, and continuously improved. Senior leaders who reach this stage are not just managing change; they are shaping a culture of agility, resilience, and sustained business value.
What Best Practice Looks Like
In this phase, senior leaders:
Track and realize the benefits of change initiatives.
Monitor and drive adoption, not just implementation.
Proactively manage growth, people, and operational risks.
Balance pace, capacity, and business priorities for ongoing agility.
Model and reinforce change leadership behaviours across the organization.
This is the point where change literacy becomes organizational muscle memory.
1. Tracking Benefits and Adoption
Why it matters: Delivering change is not success—realizing the intended benefits is. Too often, organizations declare victory at go-live, only to find that new systems, processes, or behaviours are not embedded.
How to build this capability:
Define clear success metrics: Establish measurable KPIs for each initiative, linked directly to business outcomes (e.g., increased revenue, reduced cycle time, improved customer satisfaction).
Adoption dashboards: Track usage, compliance, and behavioural indicators, not just technical completion. For example, monitor system logins, process adherence, or customer feedback.
Regular benefit realization reviews: Schedule post-implementation checkpoints (e.g., 30, 60, 90 days) to assess progress against targets and identify gaps.
Close the loop: Use data to drive action—adjust training, communications, or incentives if adoption lags.
Evaluation allows leaders to assess the change initiative’s success, identify improvement areas, and make necessary adjustments for long-term sustainability.
2. Managing Growth, People, and Operational Risks
Why it matters: As the portfolio of change grows, so do the risks—overload, fatigue, competing priorities, and operational disruption. Best practice is about anticipating and mitigating these risks, not reacting after the fact.
How to build this capability:
Risk heatmaps: Maintain a live view of risk hotspots across the change portfolio—where are people stretched, where is performance dipping, where are critical dependencies (including operational ones)?
Scenario planning: Regularly test the impact of new initiatives or shifts in strategy on existing capacity and priorities.
Feedback mechanisms: Create channels for employees and managers to surface risks early—through surveys, forums, or direct leader engagement.
Agility reviews: Encourage leaders to adjust plans, pause, or re-sequence changes based on real-time data and feedback.
3. Embedding Change Leadership Behaviours
Why it matters: The most successful change programs are led from the top. Senior leaders must consistently model the behaviours they expect—transparency, adaptability, resilience, and empowerment.
How to build this capability:
Visible sponsorship: Leaders must remain active and visible throughout the change lifecycle, not just at launch. Their ongoing engagement is the single strongest predictor of success.
Transparent communication: Leaders should share progress, setbacks, and lessons learned openly, reinforcing trust and credibility.
Openness to feedback: Encourage leaders to listen, adapt, and act on input from all levels of the organization.
Recognition and reinforcement: Celebrate teams and individuals who exemplify change leadership, embedding these behaviours in performance management and reward systems.
An effective leader drives momentum by visibly championing the change.
4. Building Organizational Agility
Why it matters: Change is not a one-off event but a continuous capability. Organizations that thrive are those that can adapt, learn, and pivot quickly.
How to build this capability:
Continuous learning: Use each change initiative as a learning opportunity—what worked, what didn’t, and why? Feed these insights into future planning.
Iterative planning: Move from annual change plans to rolling, flexible roadmaps that can adjust to new priorities or market shifts.
Empowerment at all levels: Equip managers and teams with the skills and authority to lead local change, not just execute centrally-driven initiatives.
Culture of experimentation: Encourage calculated risk-taking and innovation, rewarding learning as much as results.
Practical Tools and Techniques
Benefits realization frameworks: Standardize how benefits are defined, tracked, and reported across all initiatives.
Adoption and engagement dashboards: Integrate people metrics (engagement, sentiment, turnover) with project and business metrics.
Change risk registers: Live tools for tracking, escalating, and mitigating risks across the portfolio.
Leadership scorecards: Track and report on leaders’ visible sponsorship and change leadership behaviours.
Common Pitfalls and How to Avoid Them
Focusing only on delivery: Don’t stop at go-live—track benefits and adoption for the full lifecycle.
Ignoring feedback: Build mechanisms to listen and respond to concerns, not just broadcast messages.
Leadership drop-off: Ensure leaders remain engaged and visible, not just at the start but throughout.
Static planning: Avoid rigid annual plans—build in flexibility and regular reviews to respond to change.
High adoption rates: New ways of working are embraced and sustained, not just implemented.
Proactive risk management: Leaders anticipate and address risks before they become issues.
Organizational agility: The business adapts quickly to new challenges and opportunities.
Visible, credible leadership: Senior leaders are recognized as champions of change, inspiring confidence and commitment at every level.
“The ageless essence of leadership is to create an alignment of strengths in ways that make a system’s weaknesses irrelevant.” – Peter Drucker
Sustaining Change Literacy at the Top
Building change literacy in senior leaders is a journey—from initial oversight, through outcome ownership, to embedding best practice. It’s not about training for its own sake, but about equipping leaders with the insight, tools, and behaviours to lead change as a core business capability.
As a transformation/change practitioner, your role is to curate the right data, design the right conversations, and create the right conditions for leaders to learn by doing. When you succeed, change becomes not just something the organization does—but something it is striving to improve, every day.
At The Change Compass, we not only provide the technology/platform to support with change literacy, we also guide you on influencing senior leaders through data. Chat to us to find out more.
In today’s dynamic business environment, managing multiple changes simultaneously is the norm, not the exception. As change transformation experts/leaders, we’re expected to provide clarity, reduce disruption, and drive successful adoption—often across a crowded portfolio of initiatives. In this high-stakes context, it’s tempting to lean on familiar tools and assumptions to simplify complexity. However, some of the most common beliefs about managing multiple changes are not just outdated—they can actively undermine your efforts.
Here we explore seven widespread assumptions that can lead change leaders astray. By challenging these myths, you can adopt more nuanced, effective approaches that truly support your people and your business.
Assumption 1: A Heatmap or Data Table is a Single View of Change
Heatmaps and data tables have become go-to tools for visualising change across an organisation. At a glance, they promise to show us where the “hotspots” are—those areas experiencing the most change. But is this single view really giving us the full picture?
Why This Assumption is Wrong
1. Not All Change is Disruptive—Some is Positive A heatmap typically highlights areas with high volumes of change, but it doesn’t distinguish between positive and negative impacts. For example, a new digital tool might be seen as a “hotspot” simply because it affects many employees, but if it makes their jobs easier and boosts productivity, the overall experience could be positive. Conversely, a smaller change that disrupts workflows or adds complexity may have a much larger negative impact on a specific group, even if it doesn’t light up the heatmap. Depth of understanding beyond the heatmap is key.
2. The Data May Not Show the Real ‘Heat’ The accuracy of a heatmap depends entirely on the data feeding it. If your ratings are based on high-level, generic ‘traffic-light’ impact assessments, you may miss the nuances of how change is actually experienced by employees. For instance, a heatmap might show a “red zone” in one department based on the number of initiatives, but if those initiatives are well-aligned and support the team’s goals, the actual disruption could be minimal.
3. The Illusion of Completeness A single view of change suggests that you’ve captured every initiative—strategic, operational, and BAU (Business As Usual)—in one neat package. In reality, most organisations struggle to maintain a comprehensive and up-to-date inventory of all changes. BAU initiatives, in particular, often slip under the radar, even though their cumulative impact can be significant. This is not to say that one always needs to aim for 100%. However, labelling this as ‘single view of change’ would then be an exaggeration.
The Takeaway
Heatmaps and data tables are useful starting points, but they’re not the whole story. They provide a high-level snapshot, not a diagnostic tool. Heatmaps should also not be the only visual you use. There are countless other ways to present similar data. To truly understand the impact of multiple changes, you need to go deeper—gathering qualitative insights, focusing on employee experience, and recognising that not all “hotspots” are created equal. Ultimately the data should tell you ‘why’ and ‘how’ to fix it.
Assumption 2: A Change Manager’s H/M/L Rating Equals Business Impact
It’s common practice to summarise the impact of change initiatives using simple High/Medium/Low (H/M/L) ratings. These ratings are easy to communicate and look great in dashboards. But do they really reflect the business impact?
Why This Assumption is Wrong
1. Oversimplification Masks Nuance H/M/L ratings often blend a variety of factors: the effort required from business leads, subject matter experts (SMEs), sponsors, project teams, and change champions. These ratings may not be based solely—or even primarily—on employee or customer impact. For example, a “High” impact rating might reflect the complexity of project delivery rather than the degree of disruption felt by frontline staff.
2. Limited Decision-Making Value A single, combined rating has limited utility for decision-making. If you need to focus specifically on employee impacts, customer experience, or partner relationships, a broad H/M/L assessment won’t help you target your interventions. It becomes a blunt instrument, unable to guide nuanced action.
3. Lack of Granularity for Business Units For business units, three categories (High, Medium, Low) are often too broad to provide meaningful insights. Important differences between types of change, levels of disruption, and readiness for adoption can be lost, resulting in a lack of actionable information.
The Takeaway
Don’t rely solely on H/M/L ratings to understand business impact. Instead, tailor your assessments to the audience and the decision at hand. Use more granular, context-specific measures that reflect the true nature of the change and its impact on different stakeholder groups, where it makes sense.
Assumption 3: Number of Go-Lives Shows Us the Volume of Change
It’s easy to fall into the trap of using Go-Live dates as a proxy for change volume. After all, Go-Live is a clear, measurable milestone, and counting them up seems like a straightforward way to gauge how much change is happening. But this approach is fundamentally flawed.
Why This Assumption is Wrong
1. Not All Go-Lives Are Created Equal Some Go-Lives are highly technical, involving backend system upgrades or infrastructure changes that have little to no visible impact on most employees. Others, even if small in scope, might significantly alter how people work day-to-day. Simply tallying Go-Lives ignores the nature, scale, and felt impact of each change.
2. The Employee Experience Is Not Tied to Go-Live Timing The work required to prepare for and adopt a change often happens well before or after the official Go-Live date. In some projects, readiness activities—training, communications, process redesign—may occur months or even a year ahead of Go-Live. Conversely, true adoption and behaviour change may lag long after the system or process is live. Focusing solely on Go-Live dates misses these critical phases of the change journey.
3. Volume Does Not Equal Impact A month with multiple Go-Lives might be relatively easy for employees if the changes are minor or well-supported. In contrast, a single, complex Go-Live could create a massive disruption. The volume of Go-Lives is a poor indicator of the real workload and adaptation required from your people.
The Takeaway
Don’t equate the number of Go-Lives with the volume or impact of change. Instead, map the full journey of each initiative—readiness, Go-Live, and post-implementation adoption. Focus on the employee experience throughout the lifecycle, not just at the technical milestone.
Assumption 4: We Only Need to Track Strategic Projects
Strategic projects are naturally top of mind for senior leaders and transformation teams. They’re high-profile, resource-intensive, and often linked to key business objectives. But is tracking only these initiatives enough?
Why This Assumption is Wrong
1. Strategic Does Not Always Mean Disruptive While strategic projects are important, they don’t always have the biggest impact on employees’ day-to-day work. Sometimes, operational or BAU (Business As Usual) initiatives—such as process tweaks, compliance updates, or system enhancements—can create more disruption for specific teams.
2. Blind Spots in Change Impact Focusing exclusively on strategic projects creates blind spots. Employees may be grappling with a host of smaller, less visible changes that collectively have a significant impact on morale, productivity, and engagement. If these changes aren’t tracked, leaders may be caught off guard by resistance or fatigue.
3. Data Collection Bias Strategic projects are usually easier to track because they have formal governance, reporting structures, and visibility. BAU initiatives, on the other hand, are often managed locally and may not be captured in central change registers. Ignoring them can lead to an incomplete and misleading picture of overall change impact.
The Takeaway
To truly understand and manage the cumulative impact of change, track both strategic and BAU initiatives. This broader view helps you identify where support is needed most and prevents change overload in pockets of the organisation that might otherwise go unnoticed.
Assumption 5: We Can Just Use One Adoption Survey for All Initiatives
Surveys are a popular tool for measuring change adoption. The idea of using a single, standardised survey across all initiatives is appealing—it saves time, simplifies reporting, and allows for easy comparison. But this approach rarely delivers meaningful insights.
Why This Assumption is Wrong
1. Every Initiative Is Unique Each change initiative has its own objectives, adoption targets, and success metrics. A generic survey cannot capture the specific behaviours, attitudes, or outcomes that matter for each project. If you try to make one survey fit all, you end up with questions so broad that the data becomes meaningless and unhelpful.
2. Timing Matters The right moment to measure adoption varies by initiative. Some changes require immediate feedback post-Go-Live, while others need follow-up months later to assess true behavioural change. Relying on a single survey at a fixed time can miss critical insights about the adoption curve.
3. Depth and Relevance Are Lost A one-size-fits-all survey lacks the depth needed to diagnose issues, reinforce learning, or support targeted interventions. It may also fail to engage employees, who can quickly spot when questions are irrelevant to their experience.
The Takeaway
Customise your adoption measurement for each initiative. Tailor questions to the specific outcomes you want to achieve, and time your surveys to capture meaningful feedback. Consider multiple touchpoints to track adoption over time and reinforce desired behaviours.
Assumption 6: ‘Change Impost’ Understanding Helps the Business
The term “change impost” has crept into the vocabulary of many organisations, often used to describe the perceived burden that change initiatives place on the business. On the surface, it might seem helpful to quantify this “impost” so that leaders can manage or minimise it. However, this framing is fraught with problems.
Why This Assumption is Wrong
1. Negative Framing Fuels Resistance Describing change as an “impost” positions it as something external, unwelcome, and separate from “real” business work. This language reinforces the idea that change is a distraction or a burden, rather than a necessary part of growth and improvement. Stakeholders who hear change discussed in these terms may lead to the reinforcement of negativity towards change versus incorporating change as part of normal business work.
2. It Artificially Separates ‘Change’ from ‘Business’ In reality, change is not an add-on—it is intrinsic to business evolution. By treating change as something apart from normal operations, organisations create a false dichotomy that hinders integration and adoption. This separation can also lead to confusion about responsibilities and priorities, making it harder for teams to see the value in new ways of working.
3. There Are Better Alternatives Instead of “change impost,” consider using terms like “implementation activities,” “engagement activities,” or “business transformation efforts.” These phrases acknowledge the work involved in change but frame it positively, as part of the ongoing journey of business improvement.
The Takeaway
Language matters. Choose terminology that normalises change as part of everyday business, not as an external burden. This shift in mindset can help foster a culture where change is embraced, not endured.
Assumption 7: We Just Need to Avoid High Change Volumes to Manage Capacity
It’s a common belief that the best way to manage organisational capacity is to avoid periods of high change volume—flattening the curve, so to speak. While this sounds logical, the reality is more nuanced.
Why This Assumption is Wrong
1. Sometimes High Volume Is Strategic Depending on your organisation’s transformation goals, there may be times when a surge in change activity is necessary. For example, reaching a critical mass of changes within a short period can create momentum, signal a new direction, or help the organisation pivot quickly. In these cases, temporarily increasing the volume of change is not only acceptable—it’s desirable to reach significant momentum and outcomes.
2. Not All Change Is Equal The type of change matters as much as the quantity. Some changes are minor and easily absorbed, while others are complex and disruptive. Simply counting the number of initiatives or activities does not account for their true impact on capacity.
3. Planned Peaks and ‘Breathers’ Are Essential Rather than striving for a perfectly flat change curve, it’s often more effective to plan for peaks and valleys. After a period of intense change, deliberately building in “breathers” allows the organisation to recover, consolidate gains, and prepare for the next wave. This approach helps maintain organisational energy and reduces the risk of burnout.
The Takeaway
Managing capacity is about more than just avoiding high volumes of change. It requires a strategic approach to pacing, sequencing, and supporting people through both busy and quieter periods.
Practical Recommendations for Change Leaders
Having debunked these common assumptions, what should change management and transformation leaders do instead? Here are some actionable strategies:
1. Use Multiple Lenses to Assess Change
Combine quantitative tools (like heatmaps and data tables) with qualitative insights from employee feedback, focus groups, and direct observation.
Distinguish between positive and negative impacts, and tailor your analysis to specific stakeholder groups.
2. Get Granular with Impact Assessments
Move beyond generic H/M/L ratings. Develop more nuanced scales or categories that reflect the true nature and distribution of impacts.
Segment your analysis by business unit, role, or customer group to uncover hidden hotspots.
3. Map the Full Change Journey
Track readiness activities, Go-Live events, and post-implementation adoption separately.
Recognise that the most significant work—both for employees and leaders—often happens outside the Go-Live window.
4. Track All Relevant Initiatives
Include both strategic and BAU changes in your change portfolio.
Regularly update your inventory to reflect new, ongoing, and completed initiatives.
5. Customise Adoption Measurement
Design adoption surveys and feedback mechanisms for each initiative, aligned to its specific objectives and timing.
Use multiple touchpoints to monitor progress and reinforce desired behaviours.
6. Use Positive, Inclusive Business Language
Frame change as part of business evolution and operations, not an “impost.”
Encourage leaders and teams to see change work as integral to ongoing success.
7. Plan for Peaks and Recovery
Strategically sequence changes to align with business priorities and capacity.
Build in recovery periods after major waves of change to maintain energy and engagement.
Managing multiple changes in a complex organisation is never easy—but it’s made harder by clinging to outdated assumptions. By challenging these myths and adopting a more nuanced, evidence-based approach, change management and transformation leaders can better support their people, deliver real value, and drive sustainable success.
Remember: Effective change management is not about ticking boxes or flattening curves. It’s about understanding the lived experience of change, making informed decisions, and leading with empathy and clarity in a world that never stands still.
At The Change Compass, we’ve incorporated various best practices into our tool to capture change data across the organisation. Chat to us to find out more.
Section 1: What Change Maturity Looks Like – And How Data Made It Real
Shifting from Capability Sessions to Data-Driven Change
For years, the default approach to improving organisational change maturity has been through capability sessions: workshops, training programs, and methodology deep dives. These sessions often focus on the mechanics of change management-how to assess impacts, create stakeholder maps, or run engagement activities. While valuable, they rarely move the needle on actual change maturity, because they don’t address the systemic challenge: embedding change into the rhythm of business.
This is not to say that capability sessions are inherently not valuable nor make an impact. The point is if this is the core approach to lift change maturity, you may want to re-think this approach.
In contrast, the financial services organisation we’re profiling achieved a step-change in maturity not by running more workshops, but by making change a measurable, managed discipline-driven by data. This is the essence of “what gets measured gets managed.” When change is tracked, analysed, and reported with the same rigour as financial or operational metrics, it becomes a core business focus and therefore evolving into a capability, not a project add-on.
The Hallmarks of Data-Driven Change Maturity
So, what does this maturity look like in practice?
Senior Leaders Are Personally Accountable Change metrics are embedded in the general management scorecard. Senior managers are not just sponsors; they are accountable for change outcomes, not just at a project level but within their business function. Their performance includes the outcome and the impact of change on business results. This accountability cascades throughout the organisation, with other managers following suit, creating a culture where change performance is a core management concern.
Demand for Change Expertise Is Pulled, Not Pushed Instead of the central change team “pushing” support onto the business, managers proactively seek out change expertise. They do this because the data shows them where key risks and concerns are, making change support a value-added service rather than a compliance exercise.
Operations Teams Have Line of Sight Operations teams can see all upcoming changes affecting their areas, thanks to integrated change visuals and dashboards. This transparency allows for coordinated engagement and implementation, ensuring that people capacity and readiness are managed proactively, not reactively.
Project Teams Adapt Based on People Data Project teams don’t just track milestones and budgets; they monitor leading indicators like readiness, sentiment, and adoption. Governance forums provide visibility and decision-making authority on key people risks across all change initiatives, enabling real-time adjustments to project approaches.
The Data Infrastructure That Enabled This Shift
To achieve this level of maturity, the organisation should utilise a centralised change data platform, integrating inputs from project management and operational dashboards. Data governance was established at the management level, with clear ownership and enterprise definitions. Automation and AI were used to collect, cleanse, and analyse data at scale, removing manual bottlenecks and enabling real-time insights.
Contrasting Traditional and Data-Driven Approaches
Aspect
Traditional Approach
Data-Driven Change Maturity
Senior Manager Involvement
Sponsorship, not accountability
Direct accountability, metrics-driven
Change Capability Uplift
Capability sessions, workshops
Focus on metrics improvement drove ongoing holistic capability improvement
Change Data Usage
Limited, ad hoc surveys or hearsay opinions
Integrated, real-time, enterprise-wide
Operations Visibility
Siloed, reactive
Proactive, coordinated, data-informed
Project Team Adaptation
Based on lagging indicators
Based on leading, predictive analytics
Value Realisation
Incremental, project-based
Enterprise-wide, transformative with alignment across different management levels
The Real Work Behind the Results
Some might argue that this level of data infrastructure and governance is too complex or resource-intensive. However, with modern automation and AI, much of the data collection, cleansing, and analysis can be streamlined. The initial investment is quickly offset by the value unlocked-both in risk mitigation and in the ability to deliver change at scale, with greater precision and impact.
This is what change maturity looks like when it’s powered by data. It’s not about more workshops; it’s about making change visible, accountable, and actionable at every level of the organisation. The next section will explore how this approach transforms decision-making-from focusing on cost and timelines to prioritising people and value.
Section 2: From Cost and Timelines to People and Value – How Data Transforms Change Implementation
The Persistent Focus on Cost and Timelines
For decades, change and transformation decisions in large organisations have been anchored in two primary considerations: cost and project timelines. Budgets are scrutinised, schedules are tracked, and success is often measured by whether a project was delivered on time and within budget. While these are important, they are insufficient for delivering sustainable, people-centric change. By focusing narrowly on these factors, organisations risk overlooking the most critical element: the people who must adopt and sustain the change.
Injecting the People Element-Through Data
A growing number of organisations are recognising that change cannot be managed by these numbers alone. The financial services organisation in this case study made a deliberate shift: they began injecting people data into every change decision. This meant that, alongside cost and timeline metrics, leaders and project teams had access to real-time insights on people impacts and capacity/readiness risks.
These people metrics were not afterthoughts-they were integrated into the same dashboards and governance forums as financial and operational data. This integration enabled a more holistic view of change, allowing leaders to make informed decisions that balanced the needs of the business with the realities of its workforce.
How People Data Drives Better Decisions
Proactive Risk Management By monitoring leading indicators such as readiness and sentiment, project teams could identify potential risks before they became issues. For example, a drop in readiness scores could trigger targeted engagement activities, preventing delays and increasing the likelihood of successful adoption.
Dynamic Resource Allocation Data on people capacity allowed operations teams to anticipate and manage the impact of multiple concurrent changes. This meant that resources could be allocated more effectively, reducing the risk of change fatigue and ensuring that teams were not overwhelmed.
Evidence-Based Adjustments Project approaches were no longer set in stone. Teams could tweak their strategies based on real-time feedback, ensuring that change initiatives remained aligned with the needs and capabilities of the workforce. Often this is done in advance of any governance decision making as teams could already see potential risks and opportunities through data.
Governance That Delivers Value Governance forums used people data to prioritise initiatives, allocate resources, and escalate risks. This meant that decisions were made with a clear understanding of both the financial and human implications of change.
The Role of AI and Automation
The integration of people data into change management was made possible by advances in AI and automation. These technologies enabled the organisation to collect, analyse, and visualise data at scale, removing the manual burden and providing actionable insights in real time. The value of AI and automation was not just in saving a few hours on impact assessments-it was in providing the analytical horsepower to identify patterns, predict risks, and optimise change delivery across the enterprise.
Moving Beyond Incremental Value
By embedding people data into the heart of change decision-making, the organisation was able to move beyond incremental improvements. Instead of talking about saving a few thousand dollars on a single project, they unlocked tens of millions in enterprise value by delivering change that was adopted, sustained, and embedded across the business.
The New Decision-Making Framework
Decision Factor
Traditional Approach
Data-Driven Approach
Cost
Primary focus
Balanced with people and value
Timelines
Primary focus
Balanced with people and value
People Readiness
Secondary, ad hoc
Primary, real-time, data-driven
Sentiment/Adoption
Rarely measured
Continuously monitored
Resource Allocation
Based on project needs
Based on overall people capacity and readiness, so balancing not just project resources but impacted business resources
Governance
Focused on milestones
Focused on both financial and people goals
The Result: Change That Delivers Value
The shift to data-driven, people-centric change management transformed the organisation’s ability to deliver value. Change was no longer a series of isolated projects, but a core business capability-managed, measured, and continuously improved. The next section will explore how this approach can be scaled and sustained, and what it means for the future of change and transformation in large organisations.
Section 3: Scaling and Sustaining Change Maturity – The Future of Transformation
The Myth of Overwhelm: Practical Steps to Sustainable Change Maturity
For many organisations, the prospect of building and maintaining a data-driven change maturity model can seem daunting. The common perception is that it requires an overwhelming investment in new tools, processes, and training-one that may not be justified by the returns. However, the experience of this financial services company demonstrates that, while focused effort is required, the process does not have to be overwhelming-especially with the right use of experimentation, ongoing tweaks, automation and AI.
Automation: The Great Enabler Much of the heavy lifting in data collection, cleansing, and reporting can now be automated. Change impact assessments, sentiment tracking, and readiness surveys can be scheduled, administered, and analysed with minimal manual intervention. This frees up change professionals to focus on interpretation, action, and continuous improvement rather than data wrangling.
AI: Unlocking Predictive Power AI tools can analyse patterns across multiple change initiatives, predict adoption risks, and recommend interventions before issues arise. This predictive capability allows organisations to be proactive rather than reactive, reducing the risk of failed change and increasing the speed of value realisation.
Scalable Governance By embedding change metrics into existing governance structures-such as business reviews, risk committees, and leadership forums-the organisation ensures that change maturity is not a one-off project but an ongoing discipline. This integration makes it easier to scale across divisions, regions, and business units.
Continuous Experimentation and Adaptation
A critical aspect of scaling and sustaining change maturity is the willingness to experiment, learn, and iterate. Early adoption of data-driven change management should be approached with a mindset of ongoing refinement. For example, executive alignment is often achieved not in a single meeting, but through a series of tailored discussions where dashboards and metrics are gradually refined to match leadership priorities and language. Testing different dashboard designs-such as visualisations, drill-down capabilities, or alert mechanisms-allows teams to identify what best supports decision-making at each level of the organisation.
Similarly, designing change decision-making forums as iterative, rather than static, processes ensures that the right data is surfaced at the right time, and that governance structures evolve as the organisation’s change maturity grows. By embracing a culture of experimentation and continuous improvement, organisations can ensure their change management practices remain relevant, effective, and aligned with both business and people objectives.
From Thousands to Millions: The Real Value of Data-Driven Change
The ultimate value of this approach is not measured in hours saved or individual project successes. It is measured in the ability to deliver change at scale, with precision, and with confidence that people will adopt and sustain the new ways of working. This is what ultimately drives benefit realisation. In this financial services organisation, the shift from ad hoc, project-based change to an enterprise-wide, data-driven discipline unlocked tens of millions in value-far beyond the incremental savings of traditional approaches.
Risk Mitigation By identifying and addressing people risks early, the organisation avoided costly delays, rework, and failed implementations.
Faster Value Realisation Real-time data enabled faster, more informed decision-making, accelerating the time to value for major initiatives.
Sustainable Adoption Continuous monitoring and adjustment ensured that changes were not just implemented, but embedded and sustained over time.
Are You Ready to 10-100X the Value of Change?
For experienced change and transformation practitioners, the question is no longer whether data-driven change maturity is possible-it is whether you are ready to embrace it. The tools, technologies, and methodologies are available. The competitive advantage lies in how you use them-making change visible, accountable, and actionable at every level of the organisation.
Lift the Game Move beyond incremental improvements and unlock the full potential of change as a lever for enterprise performance.
Lead the Shift Champion the integration of people data into every change decision, and demonstrate the value of a disciplined, data-driven approach.
Scale and Sustain Use automation and AI to make change maturity a scalable, sustainable capability-not just a project or initiative.
The Future Is Now
The future of change and transformation is here. It is data-driven, people-centric, and value-focused. It is about making change a core business discipline-managed, measured, and continuously improved. Are you ready to take the leap and 10-100X the value that change delivers in your organisation?
As digital acceleration and stakeholder scrutiny intensify, change leaders can no longer rely on gut feelings or generic feedback. The discipline is undergoing a seismic shift—from qualitative storytelling to quantifiable impact. Here’s why measurement is now the backbone of successful change, and how to avoid becoming another cautionary tale.
🔍 Why Measurement Is No Longer Optional
1. Executives Demand ROI—Not Just Happy Sheets
Gone are the days when a well-crafted communication plan sufficed. Today’s leaders expect change teams to demonstrate their impact with hard evidence. The Change Management Institute’s Competency Model sets a global benchmark for what effective change looks like, emphasising clusters of behaviours and skills that drive real results at every level—Foundation, Specialist, and Master. For example, the “Facilitating Change” competency requires practitioners to correctly assess readiness, build targeted plans, and conduct regular reviews—each step lending itself to clear, actionable measurement.
Action Step: Map your change KPIs directly to the behavioural competencies outlined by the Change Management Institute. If your goal is to build readiness, track metrics such as pre- and post-training confidence scores, participation rates in workshops, and the frequency of feedback loops. For communication effectiveness, measure open rates, click-throughs, and qualitative feedback from impacted teams.
2. The Agile Imperative: Iterate or Stagnate
Agile methodologies are reshaping change management. Teams using iterative feedback loops—such as regular check-ins and rapid data reviews—report faster adoption and more sustainable results. The Competency Model encourages change professionals to adapt approaches based on real-time data, ensuring that interventions remain relevant and effective.
3. AI and Analytics: From Guesswork to Precision
AI tools now predict resistance risks, automate sentiment analysis, and personalise communications. For instance, machine learning models can be used to flag teams likely to struggle with a new CRM system based on historical adoption patterns.
📊 Change Management’s Data Evolution vs. Other Disciplines
Week 4: Measure proficiency gains and correlate with productivity data.
Step 3: Visualise Progress Use tools like Miro, Power BI or Change Automator to create:
Adoption Roadmaps: Colour-coded timelines showing team readiness.
Sentiment Heatmaps: Identify departments needing extra support.
From Data to Action: The New Rules of Change Management You Can’t Afford to Ignore
Yesterday’s change playbooks are gathering dust. Today, the most effective change leaders are embracing cutting-edge tools and mindsets—think AI-driven insights, hyper-personalisation, and visual storytelling. These aren’t just buzzwords; they’re practical shifts you can harness right now to drive measurable, people-focused results.
1️. AI-Powered Insights: Predict, Don’t Just React
Why It Matters: AI is rapidly moving from the IT department into the heart of change management. Modern AI tools can analyse vast amounts of communication and performance data to identify patterns that signal potential resistance or readiness for change. By leveraging predictive analytics, change teams can proactively address issues—such as resistance hotspots or engagement gaps—before they escalate and derail a project.
Instead of waiting for problems to surface, AI-powered dashboards and sentiment analysis provide real-time feedback, allowing change practitioners to tailor communications, adjust training, and allocate resources where they’re needed most. This proactive approach not only streamlines decision-making but also accelerates adoption and supports more sustainable outcomes.
How to Apply Today:
Use AI-based sentiment analysis tools to monitor employee feedback and flag emerging concerns.
Segment audiences and personalise communications based on data-driven insights, ensuring the right message reaches the right people at the right time.
Automate routine change management tasks, freeing up your team to focus on strategic interventions and stakeholder engagement.
Real-World Example: A financial services organisation used Change Automator to map employee sentiment across a portfolio of digital projects. By visualising hotspots, they reallocated resources to struggling teams, lifting overall adoption.
2️. Employee-Centric Design: Make Change Personal
Why It Matters: Generic change comms are out. Employees expect tailored, relevant experiences—mirroring what they get as consumers.
How to Apply Today:
Map the Employee Journey: Use journey mapping tools to chart every touchpoint, from initial announcement to post-launch support.
Co-Create Solutions: Run design sprints with front-line staff change champions to surface real pain points and co-design fixes.
Micro-Target Messaging: Swap “all-staff” emails for role-specific updates—e.g., “Here’s how the new system changes your workflow, Sarah.”
Practical Tip: Start with a single pilot group. Test different message formats (video, infographic, FAQ) and measure which drives the most engagement. Scale up what works.
3️. Visual Storytelling: Make Data Unmissable
Why It Matters: Humans process visuals significantly faster than text. Yet, too many change reports are buried in spreadsheets. Visual dashboards, infographics, and storyboards make progress—and problems—impossible to ignore.
How to Apply Today:
Build a Change Portfolio Dashboard: Use tools such as Change Compass to show every initiative’s impact, readiness, adoption and risk on one screen.
Create “Before & After” Maps: Visually chart how roles, processes, or systems are changing—helping staff see what’s coming and why it matters.
Share Wins Visually: Celebrate milestones with progress bars, leaderboards, or “heat maps” of adoption.
4️. Change Portfolio Management: See the Forest, Not Just the Trees
Why It Matters: With overlapping projects, employees often face “initiative overload.” To read more about this check out The Change Compass blogs on Change Portfolio Management.
How to Apply Today:
Map All Changes: List every active and upcoming initiative in a single portfolio view.
Spot Clashes Early: Use visual tools to identify timing conflicts or resource bottlenecks.
Balance the Load: Adjust rollout schedules to avoid overwhelming any one team.
Action Step: Hold a monthly “change portfolio review” with business leaders. Use your dashboard to make data-driven decisions about sequencing and support.
One-off surveys and end-of-project reviews often miss the mark. Today’s leading organisations are moving towards ongoing, real-time feedback to spot issues early, adapt quickly, and keep change on track. Continuous feedback loops allow you to capture employee sentiment, adoption barriers, and training gaps as they arise—making your change program more responsive and resilient.
How to Apply Today:
Run regular pulse checks: Use short, targeted surveys after key milestones or training sessions to gauge understanding and readiness.
Empower rapid response: Assign change champions or team leads to monitor feedback and act on it quickly—whether that means clarifying communications, offering extra coaching, or removing roadblocks.
Close the loop: Always share back what you’ve learned and what actions you’re taking as a result. This builds trust and shows that feedback leads to real improvements.
Practical Tip: Set up a simple feedback calendar—weekly or fortnightly—so your team knows when to expect check-ins. Use tools like Microsoft Forms, The Change Compass, or even a quick stand-up meeting to keep the feedback flowing.
🏆 Quick Reference: Emerging Trends & How to Action Them
Build dashboards, use infographics, share visual wins
Portfolio Management
Map all changes, review monthly, balance the load
Continuous Feedback
Run pulse checks, act fast, close the loop
Stop Guessing, Start Measuring: Your 7-Step Blueprint for Change Management Success
You’ve seen why measurement is now mission-critical and how the smartest organisations are using data, AI, and design thinking to get ahead. But how do you actually put this into practice—without getting bogged down in theory or drowning in dashboards? Here’s a hands-on, step-by-step playbook you can use right now to make your change program measurable, actionable, and impossible to ignore.
1️. Get Crystal Clear on What Success Looks Like
Problem: Vague goals (“increase engagement”, “improve adoption”) lead to fuzzy results. If you can’t measure it, you can’t manage it.
Action:
Work with sponsors and business owners to define outcomes in hard numbers.
Instead of “increase system usage”, set: “90% of frontline staff log into the new CRM daily within 3 weeks.”
For behaviour change: “Reduce manual workarounds by 70% in 3 months.”
Align these metrics to broader business KPIs.
If your company’s focus is customer satisfaction, link your change metrics to NPS or customer complaint rates.
2️. Map Your Change Portfolio—See the Whole Picture
Problem: Change fatigue and initiative overload are real. Siloed projects compete for attention, causing confusion and burnout.
Action:
List every change initiative impacting your people in the next 6–12 months.
Use a simple spreadsheet or an automated tool like The Change Compass to visualise overlaps and pinch points.
Create a high level “heat map” of change impacts by team, location, or role.
Colour-code by intensity.
Share this map with leaders to adjust timing and resource allocation.
Example: A retail chain in NSW used a portfolio map to delay a payroll system upgrade, avoiding clashing with a major sales transformation—saving weeks of disruption.
3️. Baseline Before You Begin—Don’t Skip This Step
Problem: You can’t prove improvement if you don’t know where you started.
Action:
Run a short, targeted survey or use existing data to capture current state.
For a new process: measure error rates, time to complete, or customer complaints.
For behaviour change: use a quick pulse survey (“How confident are you using the current system?”)
Document baseline metrics and share with your team.
Visual: Bar chart showing “before” metrics—e.g., average call handling time pre-change.
4️. Build a Real-Time Measurement Plan—Not Just End-of-Project Reports
Problem: Annual surveys and after-action reviews are too slow for today’s pace.
Action:
Set up a dashboard (even a simple one in Excel or Power BI) tracking your key metrics.
Schedule weekly or fortnightly check-ins to review progress.
Automate data collection where possible (e.g., system usage logs, sentiment surveys).
Visual: Screenshot of a simple dashboard tracking adoption, sentiment, and productivity.
5️. Act Fast on What the Data Tells You
Problem: Collecting data is pointless if you don’t act on it.
Action:
Assign a “data owner” for each metric—someone responsible for monitoring and responding (your change champions may come in handy here)
If adoption lags, run targeted workshops or peer coaching.
If sentiment drops, hold listening sessions and tweak communications.
Always close the loop: tell people what you’re changing based on their feedback.
Pro Tip: Use the “You Said, We Did” format in your updates to build trust.
6️. Celebrate, Iterate, and Scale What Works
Problem: Wins often go unnoticed, and lessons aren’t shared.
Action:
Visually celebrate milestones—use leaderboards, digital badges, or progress bars.
Document what worked and what didn’t in short, shareable case studies.
Scale successful tactics to other teams or projects.
Visual: Photo of a “Change Champions” digital wall or leaderboard.
7️. Keep the Feedback Loop Alive—Continuous Improvement
Problem: Change is never truly “done”—but measurement often stops too soon.
Action:
Continue pulse checks for at least 3–6 months post-launch.
Use insights to inform future projects and refine your change playbook.
Share lessons learned across your change portfolio—don’t let knowledge get siloed.
📋 Quick Checklist: Your Measurement-Driven Change Program
☑️ Define clear, outcome-based metrics ☑️ Map your change portfolio and impacts ☑️ Baseline before starting ☑️ Set up real-time dashboards ☑️ Assign data owners and act quickly ☑️ Celebrate and scale what works ☑️ Keep measuring and improving
🏁 Ready to Lead the Data-Driven Change Revolution?
Don’t just talk about change—prove it, measure it, and make it stick. Start with one project, apply these steps, and watch your credibility (and results) rise. For more practical tools, checklists, and templates, visit The Change Compass Knowledge Hub and subscribe for monthly insights tailored to Australian change leaders.
What’s the first metric you’ll measure on your next change? Share your thoughts below or connect for a discussion on resolving your change measurement problems.
Managing multiple changes is not a new phenomenon for a lot of organisations. However, the value of managing change at a portfolio level is not clear for a lot of leaders. This is a review of academic research on the value of managing multiple change initiatives across an organisation (change portfolio management), with specific focus on the impact of change on people and tangible business benefits. Drawing from peer-reviewed academic sources, this report identifies quantifiable business benefits and performance outcomes associated with effective change portfolio management.
Academic research consistently demonstrates that organisations face significant challenges when implementing multiple change initiatives simultaneously. However, organisations that develop effective change portfolio management capabilities achieve substantially better outcomes, including:
1. Productivity Improvements: Firms with more complex organisational capabilities show “considerably increased firm performance in terms of labour productivity” (Costa et al., 2023).
2. Competitive Advantage: Organisations with better change management capabilities gain strategic advantages over competitors with lower change capacity (Heckmann et al., 2016).
3. Organisational Resilience: Organisations with higher change capacity demonstrate greater resilience during periods of disruption (Mladenova, 2022).
This report synthesizes academic research to provide evidence-based insights on the tangible business benefits of effective change portfolio management.
Background
Organisations today face unprecedented pressure to implement multiple simultaneous changes. Technological disruption, competitive pressures, and evolving customer expectations drive the need for continuous transformation. However, academic research reveals that implementing multiple change initiatives simultaneously creates significant challenges for both individuals and organisations.
Here lies the dilemma. Most organisations are implementing multiple change initiatives. However, nearly all methodologies and change management concepts are only focused on one singular initiative been executed at a time.
Here we examine peer-reviewed academic research on how change portfolio management affects organisational outcomes and quantifies the tangible business benefits of effective change management. It focuses specifically on the value of effectively managing multiple change initiatives across the organisation and identifies measurable business benefits supported by scholarly evidence.
Journals reviewed
This review synthesizes findings from peer-reviewed academic journals including:
– Journal of Business Research
– SAGE Journals
– Industrial and Corporate Change (Oxford Academic)
– Cogent Business & Management
– Administrative Sciences
– Organisational Dynamics
The research focuses on empirical studies that quantify the relationship between change management approaches and business outcomes. Particular attention was given to studies that provide statistical evidence of the impact of change portfolio management on organisational performance.
Change Capacity Limitations: Academic Evidence
The Challenge of Multiple Change Initiatives
Academic research consistently demonstrates that organisations struggle to implement multiple change initiatives simultaneously. Mladenova (2022) found that “multiple and overlapping change initiatives become the norm rather than an exception, thus exert additional pressure on organisations.” Her research identified that when organisations face “increasing levels of unpredictability and need to adapt to fast environmental shifts, linear causal models to plan and implement changes become harder to follow.” However, the bulk of popular change management concepts are linear in nature.
Organisational Capacity for Change
Heckmann et al. (2016) define Organisational Capacity for Change (OCC) as “the capacity of an organisation to institutionalize and manage change on an ongoing basis.” Their empirical research found that “an organisation’s capacity for change associates positively with the performance of its change projects.”
Importantly, the study found that “higher levels of technological turbulence weaken” the relationship between organisational capacity for change and project performance. This suggests that organisations face even greater challenges managing multiple changes during periods of technological disruption.
Adna and Sukoco (2020) studied 313 middle managers and their followers and found that “organisational capacity for change mediates the influence of managerial cognitive capabilities on organisational performance.” Their research demonstrated that organisations need coordinated portfolio approaches to effectively manage multiple changes. Having the right routines also support continuous and multiple changes.
Tangible Business Benefits: Academic Evidence
Success Rate
Academic research provides clear evidence that effective change portfolio management significantly improves success rates:
– Improved Project Performance: Heckmann et al. (2016) found that “an organisation’s capacity for change associates positively with the performance of its change projects” in their empirical study of 134 German firms.
Financial Performance Improvements
Academic research demonstrates measurable financial benefits from effective change portfolio management:
– Productivity Gains: Costa et al. (2023) empirically demonstrated that firms with more complex organisational capabilities showed “considerably increases firm performance in terms of labor productivity.” Their study of Italian firms identified that “Complex” organisations (those with highest organisational capabilities) demonstrated superior productivity metrics compared to firms with less developed capabilities.
– Cost Avoidance: Errida and Lotfi (2021) systematic review of literature identified that failed change initiatives result in both direct costs (resources invested) and indirect costs (lost productivity).
– Resource Utilization Efficiency: Rousseau and ten Have (2022) found that organisations using evidence-based change management practices showed improved change-related decision quality, leading to better use of resources during change implementation.
Competitive Advantage
Academic research identifies clear competitive advantages from effective change portfolio management:
– Strategic Adaptability: Heckmann et al. (2016) established that organisations with better change management capabilities gain strategic advantages over competitors with lower change capacity. Their research demonstrated that organisations with higher change capacity are better positioned to implement future strategic changes.
– Innovation Implementation: Costa et al. (2023) demonstrated that firms with more complex organisational capabilities showed greater ability to innovate and adapt to market changes. Their research found that “higher organisational complexity—captured by the range and variety of actions put in place by firms—is thus reflected in better performance.”
– Market Responsiveness: Mladenova (2022) found that organisations with higher change capacity can better handle “multiple and overlapping change initiatives” which have “become the norm rather than an exception.” The research identified that organisations with higher change capacity demonstrate superior market responsiveness.
Human Capital Benefits
Academic research shows significant human capital benefits from effective change portfolio management:
– Employee Engagement: Mladenova (2022) found that organisations implementing multiple simultaneous changes without adequate change capacity experience diminishing returns partly due to employee disengagement. Organisations with effective change portfolio management maintain higher levels of employee engagement during periods of change.
– Talent Retention: Heckmann et al. (2016) found that organisations with higher change capacity experience lower turnover during periods of change. Their research demonstrated that effective change portfolio management contributes to organisational stability and talent retention.
– Capability Development: Costa et al. (2023) found that organisations with more complex capabilities develop stronger human capital over time. Their research demonstrated that investment in organisational capabilities creates a foundation for future performance improvements.
Organisational Performance Taxonomy
Costa et al. (2023) identified four clusters of firms based on organisational capabilities, providing a framework for understanding the relationship between change capabilities and performance. The following descriptions are inferred from the study and not actual quoted descriptions.
1. Essential (basic capabilities): Organisations with minimal change management capabilities that struggle with implementing multiple changes.
2. Managerial (moderate capabilities): Organisations with some change management capabilities but limited coordination across initiatives.
3. Interdependent (advanced capabilities): Organisations with developed change management capabilities and coordination across initiatives.
4. Complex (highest capabilities): Organisations with capabilities that can effectively implement multiple and complex changes. These tend to have experienced a range of ‘technological-organisational’ changes.
Their research demonstrated that firms in the Complex and Interdependent clusters showed significantly higher performance metrics than those in the Essential and Managerial clusters. This provides a framework for measuring organisational capability development and its impact on performance.
Recommendations from Academic Research
Academic research suggests several evidence-based approaches to improve change portfolio management:
1. Invest in Change Capacity: Heckmann et al. (2016) recommend that “companies should invest in their capacities for change, particularly in the HRM area” to build change capacity. Their research demonstrated that investment in change capacity is a strategic business decision with measurable returns.
2. Develop Integrated Approaches: Errida and Lotfi (2021) found that “the use of a single model or few models is not sufficient to cover various change situations” and that “integrating existing models may lead to an integrated understanding of how to ensure successful organisational change.”
3. Build on Positive Experiences: Heckmann et al. (2016) found that “positive experiences in previous change projects increase OCC (Organisational Capacity for Change).” Their research demonstrated that successful change experiences create a virtuous cycle that builds change capacity over time.
4. Use Evidence-Based Practices: Rousseau and ten Have (2022) found that “planned change is more likely to succeed when using science-informed practices” and that “regular use of four sources of evidence (scientific, organisational, stakeholder, and practitioner experience) improve the quality of change-related decisions.”
Academic Evidence for Change Portfolio Management
The academic research reviewed in this report provides clear evidence that managing multiple change initiatives as a portfolio delivers significant business benefits compared to uncoordinated change approaches.
Organisations that effectively manage their change portfolio can expect:
3. Human Capital Benefits: Improved employee engagement, talent retention, and capability development.
4. Long-term Performance: Greater organisational resilience and sustainable growth.
Whilst there is not a lot of research currently in the newly emerging field of change portfolio management, overall academic evidence strongly supports the value of change portfolio management practices as a strategic approach to organisational transformation.
References
Adna, B. E., & Sukoco, B. M. (2020). Managerial cognitive capabilities, organisational capacity for change, and performance: The moderating effect of social capital. Cogent Business & Management, 7(1). https://doi.org/10.1080/23311975.2020.1843310
Costa, S., De Santis, S., Dosi, G., Monducci, R., Sbardella, A., & Virgillito, M. E. (2023). From organisational capabilities to corporate performances: at the roots of productivity slowdown. Industrial and Corporate Change, 32(6), 1217-1244. https://doi.org/10.1093/icc/dtad030
Errida, A., & Lotfi, B. (2021). The determinants of organisational change management success: Literature review and case study. SAGE Journals. https://doi.org/10.1177/18479790211016273
Heckmann, N., Steger, T., & Dowling, M. (2016). Organisational capacity for change, change experience, and change project performance. Journal of Business Research, 69(2), 777-784. https://doi.org/10.1016/j.jbusres.2015.07.012
Mladenova, I. (2022). Relation between Organisational Capacity for Change and Readiness for Change. Administrative Sciences, 12(4), 135. https://doi.org/10.3390/admsci12040135
Rousseau, D. M., & ten Have, S. (2022). Evidence-based change management. Organisational Dynamics, 51(3). https://doi.org/10.1016/j.orgdyn.2022.100899
Let’s start with an uncomfortable truth: most organisations juggling multiple transformations—digital overhauls, restructures, mergers—end up with stalled initiatives, overwhelmed employees, and leaders questioning ROI. The problem isn’t a lack of effort. It’s a lack of strategic alignment between the existing change management maturity level and the portfolio-level outcomes executives truly care about.
Success lies in breaking the journey into short-term (3–6 months), medium-term (6–18 months), and long-term (18+ months) goals that directly address how change is prioritised, resourced, and measured across initiatives. Without this, even sophisticated maturity models become shelfware.
There are many facets that comprise change maturity. Rather than addressing every element, here we are focused on key aspects such as driving business change leadership, the importance of understanding the impacts of change across initiatives (impact assessment) and measurement.
Short-Term: Align with Portfolio Priorities
Senior leaders managing a portfolio of changes care about three things: resource efficiency, risk reduction, and speed-to-value. Your job? Show how maturity-building activities will fix their pain points—today. I know … you’re probably thinking … well nothing can be done immediately since anything to do with change maturity can take a long time, right? However, there are clear steps you can take to prioritise your efforts.
Step 1: Map Initiatives to Business Outcomes
Example: A mining company’s portfolio included 12 concurrent projects. By categorising them into strategic priorities (e.g., safety, cost reduction), the change team identified that 70% of delays stemmed from poor cross-initiative dependency mapping.
Action: Use portfolio impact visualisations to visually show leaders where overlaps, bottlenecks, or resource gaps exist. Think beyond a heatmap. Heatmap is only one artefact (and in fact may not be the best for decision making)
Step 2: Pilot a Cross-Initiative Process
Tactic: Implement a standardised change impact assessment for all projects in the next quarter. Focus on:
Employee capacity: “How many initiatives are targeting the same teams? Same roles? Same time period? Same behaviours?”
Stakeholder conflicts: “Are competing messages being sent? Are similar capabilities being delivered, but not aligned nor clearly positioned?”
Result: A financial services firm reduced duplicate communications by 40% in 60 days by centralising messaging across 5 projects. This is in fact a very common and immediate benefit of improved change maturity process capability.
💡 Key insight: Short-term wins must address portfolio-level inefficiencies, not just single projects. Leaders will disengage if maturity feels like an “HR exercise.”
Medium-Term: Build Systems for Scale (6–18 Months)
With early trust established, shift to embedding repeatable processes that reduce friction across initiatives.
Step 3: Integrate Change Metrics into Portfolio Reviews
Example: A healthcare provider added three change metrics to their monthly project reviews:
% of initiatives with validated impact assessment
Average employee sentiment score (pre/post-launch)
Number of cross-initiative resource risks identified and resolved
Tool: Use a Change Readiness Dashboard
Step 4: Create a “Change Portfolio Office”
Structure: A cross-functional team that:
Reviews all initiatives for change impacts before funding is approved.
Allocates shared resources (e.g., change champions, training budgets).
Case study: A retail company cut project approval times by 30% by centralising impact assessments, saving $2.1M annually in wasted planning.
At this stage, maturity means change management is no longer a “function”—it’s how the organisation operates.
Step 5: Embed Change into Governance
Example: A financial services company tied executive KPIs to portfolio-wide adoption rates, ensuring accountability.
Process: Integrate change criteria into:
Investment committees: “No impact assessment = no continued funding.”
Risk registers: Flag initiatives with low readiness scores.
Step 6: Cultivate a Change Culture
There are many potential levers to pull when it comes to cultivating a change culture. Working on too many things may mean you lose focus and end up not getting results from your various efforts. The best lever to pull for immediate results is that of change leadership. Leaders can directly impact how change is delivered and how it is felt from the employee’s perspective. Done right, the right change leadership behaviours can be reinforced and spread across the organisation through role modelling.
Tactic: Launch a Change Leadership Index measuring:
How often leaders role-model change behaviours.
% of managers practicing behaviours without prompting.
What’s Next? In the following sections, we’ll dive into crafting metrics that executives can’t ignore, including a step-by-step guide to building a business case for maturity—complete with ROI calculators and stakeholder analysis templates.
Building change management maturity across a portfolio of initiatives requires more than just good intentions—it demands measurable outcomes. Metrics are the bridge between your maturity-building efforts and the tangible results senior leaders expect. But not all metrics are created equal. To keep leaders engaged, your metrics need to be actionable, aligned with business goals, and easy to track.
Step 7: Design Metrics That Speak to Leaders
When managing a portfolio of changes, metrics need to reflect the big picture. Here’s how to create metrics that resonate:
Start with Business Priorities
Ask yourself: What are the organisation’s top three strategic goals this year?
Example: If a company’s priority is improving customer experience, track how well change initiatives reduce customer complaints or improve Net Promoter Scores (NPS).
Focus on Outcomes, Not Activities
Avoid tracking inputs like “number of training sessions delivered.” Instead, measure outcomes such as “percentage of employees demonstrating new behaviours post-training.” (e.g. based on leader ratings)
Use Leading and Lagging Indicators
Leading indicators help you predict success (e.g., % of employees engaged in readiness activities).
Lagging indicators measure results (e.g., project adoption rates or ROI).
Metric Type
Example
Why It Matters
Leading Indicator
% of initiatives with completed impact assessment
Predicts smoother implementation
Lagging Indicator
% increase in initiative adoption rates
Measures actual impact
Portfolio-Level Metric
% of projects that directly contribute to strategic goals
Ensures focus on what matters most
Step 8: Build a Change Dashboard for Portfolio Visibility
Leaders managing multiple initiatives need a clear view of progress across the portfolio. A well-designed dashboard can make this possible.
Here’s what to include in your Change Portfolio Dashboard:
Portfolio Aggregate Impacts: Visualise which teams or departments are most impacted by change. Move beyond generic traffic light indicators (green = low impact, red = high impact) to flag areas at risk of fatigue. Easy is not always effective in terms of supporting business decision making outcomes.
Adoption Metrics: Track adoption rates for each initiative and highlight where additional support is needed.
Resource Utilisation: Show how shared resources (e.g., trainers, change champions) are being allocated across projects.
🛠️ Tool Tip: Platforms like Change Compass can automate data collection and visualisation for your dashboard, saving time and ensuring accuracy.
Practical Example: Using Metrics to Drive Decisions
Let’s look at how an organisation applied these principles in real life:
Case Study: A Retail Chain’s Change Portfolio Overhaul
Scenario: A retail chain was managing 8 concurrent initiatives, including a new CRM system, process redesigns, and supply chain improvements. Employees were overwhelmed, and leaders lacked visibility into which projects were delivering value.
What They Did:
Short-Term Goal: Within 90 days, they implemented a portfolio change impact visualisation to identify overlaps in impacted teams. This revealed that store managers were involved in 7 out of 8 initiatives simultaneously—leading to burnout and delays.
Medium-Term Goal: Over the next year, they introduced standardised change impact assessments for all new projects and tied project approval to readiness scores. This increased readiness outcomes.
Long-Term Goal: After 18 months, they embedded change metrics into their governance process, requiring quarterly updates on adoption rates for all major initiatives.
Results: The company saw improvement in project delivery timelines and a significant boost in employee readiness/adoption scores.
Medium- and Long-Term Goals: Building for Sustainability
Once you’ve delivered short-term wins and established credibility with senior leaders, it’s time to focus on building sustainable systems that scale across the organisation.
A common pitfall in organisations is treating change management as an afterthought—something tacked on once projects are already underway. To build maturity, change impact assessments need to become a non-negotiable part of your project lifecycle.
Action Plan:
Partner with your PMO (Project Management Office) or equivalent team to integrate change assessments into project initiation documents.
Develop a simple checklist for project leads to evaluate readiness factors like stakeholder alignment, resource availability, and potential resistance points.
Example Checklist Item: “Have all impacted teams been consulted about potential workload increases?”
Real-Life Application: A financial services firm made stakeholder analysis and impact assessment mandatory before any project funding was approved. This reduced cross-departmental conflicts over resources and priorities.
Step 10: Scale Change Leadership Across the Organisation
One of the biggest barriers to maturity is over-reliance on a small group of change managers or consultants. To achieve long-term success, you need to democratise change leadership.
Create a Change Champions Network: Identify employees across departments who can act as local change agents. Train them on basic tools like stakeholder mapping and resistance management.
Incentivise Role Modelling: Offer recognition programs or tie role modelling in the network to career development opportunities.
Measure Success: Track how often champions are consulted during initiatives and whether their involvement correlates with higher adoption rates.
💡 Pro Tip: Use storytelling to highlight the impact of your champions’ work—e.g., “How Finance’s Change Champion helped reduce resistance during our ERP rollout.”
The Role of Data in Driving Maturity
Data is your best friend when it comes to building credibility and making informed decisions about where to focus your efforts.
Step 11: Use Data Insights to Prioritise Efforts
Not all initiatives—or teams—are created equal when it comes to their ability to handle change. By leveraging data from readiness assessments, pulse surveys, or even historical project performance, you can prioritise where to focus your efforts.
Example Insight: If pulse surveys show that frontline employees have low trust in leadership communication, prioritise initiatives that include robust communication plans.
Actionable Tip: Use historical data from past projects (e.g., adoption rates or employee sentiment scores) to predict which upcoming initiatives may face similar challenges.
The Final Stretch: Embedding Change into Your Organisation’s DNA
You’ve laid the groundwork with short-term wins, built scalable systems, and aligned metrics to leadership priorities. Now, it’s time to ensure change management maturity becomes self-sustaining—woven into your organisation’s culture, governance, and daily operations.
Step 12: Integrate Change into Talent Development
Maturity isn’t just about processes; it’s about people. To ensure long-term success, change competencies must be embedded into roles at every level.
Action Plan:
Leadership Development:
Include change leadership in executive training programs. For example, a mining company added a module on “Leading Through Complex Change” to its leadership curriculum.
Measure success through 360-degree feedback on leaders’ ability to role-model adaptability.
Employee Upskilling:
Offer microlearning courses on change basics (e.g., “Managing Your Energy During Change”).
Example: A retail chain used a mobile app to deliver 5-minute daily tips during a major transformation, boosting engagement by 35%.
Performance Reviews:
Tie 10–15% of managers’ KPIs to change-related behaviours (e.g., “Proactively addresses team concerns during transitions”).
📌 Tool Kit: Use platforms like LinkedIn Learning or Degreed to curate change management content tailored to different roles.
Step 13: Automate and Optimise
As your portfolio grows, manual processes will become unsustainable. Automation ensures scalability while freeing your team to focus on high-value work.
What to Automate:
Change Impact Assessments:
Use AI tools to analyse project documents and flag potential risks (e.g., overlapping initiatives impacting the same teams).
Example: Using ChatGPT (corporate version, to ensure you are not sharing sensitive data to the internet) to draft initial stakeholder analyses and high level impact assessment, reducing prep time significantly
Sentiment Tracking:
Deploy NLP (Natural Language Processing) tools to analyse employee feedback from surveys, emails, or collaboration platforms like Slack.
Resource Allocation:
Implement a digital tool (e.g., Smartsheet) to track shared resources (e.g., change champions) across projects and avoid burnout.
Process
Automation Tool
Outcome
Impact assessment
ChatGPT, Change Automator
Faster, data-driven insights
Sentiment Tracking
Qualtrics + NLP
Real-time emotion mapping
Portfolio Prioritisation
Jira Align + Power BI
Dynamic resource reallocation
Step 14: Foster a Feedback-Driven Culture
Mature organisations treat feedback as a strategic asset, not an afterthought. Build mechanisms to capture insights from employees, leaders, and customers—and act on them.
Tactics:
Pulse Surveys:
Send short, frequent surveys (5-8 questions) during critical phases of initiatives.
Example: “On a scale of 1–10, how prepared do you feel for the new process rollout?”
Post-Initiative Retrospectives:
Host cross-functional sessions to identify what worked and what didn’t. Use frameworks like Start, Stop, Continue to structure discussions.
Feedback Loops with Leaders:
Present anonymised employee feedback in leadership forums to drive accountability.
Example: A healthcare provider shared quotes like “We need clearer deadlines” in executive briefings, prompting better communication.
💡 Pro Tip: Use a “Feedback Action Tracker” to document how input has influenced decisions—and share updates with employees to build trust.
Step 15: Prepare for the Next Horizon
Change management maturity isn’t a destination—it’s a journey. To stay ahead, proactively scan the environment for emerging trends and adapt your approach.
Future-Building Strategies:
Scenario Planning:
Conduct workshops to simulate how your organisation would handle disruptions (e.g., AI-driven automation, regulatory shifts).
Example: A financial services firm used scenario planning to prepare for hybrid work trends, avoiding productivity dips.
Benchmarking:
Compare your maturity metrics against industry peers using frameworks like The Change Compass’s Maturity Index.
Innovation Labs:
Create cross-functional teams to pilot new tools (e.g., VR for change simulations) or methodologies (e.g., agile change management).
The ROI of Maturity: What’s in It for You?
Investing in change management maturity isn’t just about avoiding failure—it’s about unlocking tangible value. Consider these returns:
Area
ROI Example
Cost Savings
20–30% reduction in project rework
Speed
25% faster time-to-value for initiatives
Employee Experience
15% boost in engagement scores
Customer Impact
10% improvement in NPS post-change
Your Call to Action: Start Today
Building change management maturity across a portfolio isn’t easy—but the payoff is immense. Here’s how to begin:
