Change management, much like peeling an onion, involves uncovering multiple layers before reaching the core. Each layer peeled back in the journey of planning and implementing change reveals new insights about the organization and the stakeholders impacted by the change. This process is essential to understanding the full scope of the change, adapting strategies accordingly, and ensuring successful implementation. By examining the various facets of an organization, such as leadership capability, operational practices, and cultural traits, we can better navigate the complexities of change management. Let’s explore the analogy of peeling an onion in change management and some practical insights for transforming change outcomes.
What is the peeling the onion protocol and how does it work?
The Peeling the Onion Protocol is a change management strategy that involves gradually uncovering layers of resistance within an organization. By systematically addressing concerns and facilitating open dialogue, this protocol fosters understanding and acceptance of change, ultimately leading to smoother transitions and enhanced collaboration among team members.
Peeling the layers – each layer reveals a different facet of the organisation and how they may or may not be conducive to supporting the change. Here are some ‘layers’ you may want to examine.
Leadership and Managerial Capability in Managing Change
Effective change management begins with strong leadership. Leaders and managers play a crucial role in guiding the organization through the transition. Peeling back this layer reveals whether leaders are equipped with the necessary skills, knowledge, and attitudes to drive change. It also highlights their ability to inspire and mobilize their teams, communicate the vision effectively, and manage resistance. Assessing leadership capability is fundamental, as inadequate leadership can hinder the entire change process.
Operational and Business Practices
The next layer involves examining the organization’s operational and business practices. This includes evaluating current workflows, processes, and systems to identify areas that may need adjustment or improvement. Understanding how daily operations align with the proposed changes helps in anticipating potential disruptions and devising strategies to minimize them. Are existing practices consistent with the end state of the change? Are existing practices consistent? (or NA?) Why or why not? This layer also involves identifying key performance indicators (KPIs) that can measure the success of the change initiatives (https://thechangecompass.com/how-to-manage-a-multitude-of-change-initiatives-including-enterprise-wide/).
Change Governance Practices and Structure
Change governance refers to the frameworks and structures in place to manage and oversee change initiatives. Having the right governance structure ensures that the right oversight and decision making is setup to steer the change to success. Peeling back this layer involves assessing the effectiveness of existing governance mechanisms, such as steering committees, decision-making protocols, and accountability structures. Strong change governance ensures that change initiatives are well-coordinated, resources are allocated appropriately, and progress is monitored consistently. Weak governance, on the other hand, can lead to confusion, misalignment, and failure to achieve desired outcomes.
Key questions to ask here include such as:
Is there sufficient governance bodies in place at different levels of the organisation to support change?
Are there too many governance bodies?
Are decision-making processes clear and effective?
Are the right stakeholders involved in the relevant decision-making areas?
Engagement Channels
Effective engagement is critical in change management. This is more than just communication. This layer focuses on the channels and methods used to engage with stakeholders throughout the change process. Evaluating engagement channels helps in understanding how information is disseminated, feedback is collected, and concerns are addressed. It also highlights the effectiveness of internal communications and the role of external communications in managing stakeholder expectations and perceptions. What channels are most effective for what audience groups? Are there any gaps for engaging with all groups of stakeholders? (beyond just blasting emails or messages).
Change Champion Network
Change champions are resignated individuals within the organization who advocate for and support the change initiatives. Peeling back this layer involves identifying and empowering these champions. It also includes assessing their influence, credibility, and ability to motivate others. A strong network of change champions can facilitate smoother transitions by promoting buy-in, addressing resistance, and reinforcing positive behaviors. With the right nurturing and experience, an organisation-wide changechampion network can act to support a myriad of change initiatives.
System and Process Maturity
The maturity of systems and processes within an organization significantly impacts the success of change initiatives. This layer involves evaluating the current state of technological systems, process automation, and data management practices. Mature systems and processes provide a solid foundation for implementing changes efficiently and effectively. Conversely, immature systems may require significant upgrades or overhauls to support the desired changes.
Change Management Maturity
Change management maturity refers to the organization’s overall capability to manage change. Peeling back this layer involves assessing the maturity of change management practices, methodologies, and tools. Organizations with mature change management capabilities have established frameworks, experienced practitioners, and a culture that embraces change. In contrast, organizations with low maturity may struggle with inconsistencies, resistance, and a lack of structured approaches.
This layer examines the availability of resources and capacity to support change initiatives. It includes assessing the organization’s financial resources, human capital, and physical infrastructure. Adequate resources and capacity are essential for executing change plans, overcoming obstacles, and sustaining momentum. Insufficient resources can lead to delays, reduced quality, and increased stress on employees. This does not just include the resources required within the project itself, it points more to the impacted stakeholders and if they have the resources and capacity required to undergo the change.
Culture and Behavioral Traits
Organizational culture and behavioral traits play a significant role in how change is perceived and adopted. Peeling back this layer involves understanding the underlying values, beliefs, and behaviors that influence how employees respond to change. It also includes identifying cultural strengths that can be leveraged and cultural barriers that need to be addressed. A supportive culture fosters resilience, adaptability, and a positive attitude towards change.
Specifically:
Do existing behaviours and practices support the change end state?
Are there potentially inconsistent behaviours comparing the end state and the current state?
Beyond the specific behaviours required in the change initiative itself, how are these in alignment with broader cultural practices?
Key Takeaways from the Onion Analogy in Change Management
1. Each Layer Needs to Be Peeled Before Another Layer Can Be Peeled
The process of discovering and understanding the complexities of change cannot be rushed. Each layer provides valuable insights and learning opportunities that prepare the organization for the next layer of discovery. Skipping layers or rushing through the process can lead to incomplete assessments, overlooked challenges, and ineffective solutions. Patience and persistence are crucial for a thorough and successful change management journey.
Assessing and understanding each layer can take time. Data, both quantitative and qualitative, may be required to truly understand what each layer means and how it implicates the change.
2. How the Onion Appears May Not Be What It Is at Its Core
Initial perceptions of the organization may not reflect its true state. It takes time and effort to uncover the deeper issues, strengths, and opportunities. This requires a willingness to look beyond surface-level indicators and delve into the core aspects of the organization. Attention to detail and a commitment to uncovering the truth are essential for developing accurate and effective change strategies.
For example:
Are publically communicated and reinforced messages acted on?
Do leaders practice what they preach?
Do stakeholders commit to decisions already made? Or do they ignore it?
Is there clear alignment between different layers of the organisation? How is this done?
3. You May Discover Rotten Parts That Need to Be Replaced
During the process of peeling back layers, you may encounter parts of the organization that are severely inadequate or dysfunctional. These “rotten” parts may need to be replaced or significantly improved before the change can proceed. This could involve overhauling critical capabilities, restructuring teams, or implementing new systems. Recognizing and addressing these issues promptly is essential for ensuring the overall health and success of the organization.
You may find, for example:
Stakeholders that are adamant to block the change for various reasons
Teams that simply do not have the right skills or attitude to transition to the required state
Processes that are simply outdated or convoluted, so much that end state targets cannot be achieved
Systems that are outdated and do not provide the right insights to support the end state
4. Different Types of Onions and Organizations
Just as there are different types of onions, organizations vary in size, complexity, and nature. Assessing the complexity of the change at the outset helps in determining the time, effort, and resources required to peel back the layers. A comprehensive understanding of the organization’s unique characteristics allows for tailored change management strategies that address specific needs and challenges.
Practical Steps for Applying the Onion Analogy in Change Management
Step 1: Initial Assessment and Planning
Begin by conducting a thorough initial assessment of the organization. This involves gathering data, engaging with key stakeholders, and understanding the current state of affairs. Develop a comprehensive change management plan that outlines the objectives, scope, and timelines for each layer of the onion. This plan should also identify key metrics for measuring success and mechanisms for tracking progress.
Step 2: Assess Leadership and Managerial Capability
Evaluate the capability of leaders and managers to drive change. This includes assessing their skills, experience, and attitudes towards change. Provide training and support where needed to enhance their ability to lead effectively. Strong leadership is foundational to the success of any change initiative.
Step 3: Examine Operational and Business Practices
Analyze current workflows, processes, and systems to identify areas that may require adjustment. Engage with employees at all levels to gather insights and understand potential bottlenecks. Develop strategies to streamline operations and ensure alignment with the change objectives.
Step 4: Review Change Governance Practices
Assess the existing governance structures and practices in place to manage change initiatives. Ensure that there are clear decision-making protocols, accountability mechanisms, and regular progress reviews. Strengthen governance frameworks as needed to support effective change management.
Step 5: Evaluate Engagement Channels
Review the channels and methods used to communicate with stakeholders. Ensure that there are effective mechanisms for disseminating information, collecting feedback, and addressing concerns. Enhance engagement strategies to foster transparency, trust, and collaboration.
Step 6: Identify and Empower Change Champions
Identify individuals within the organization who can serve as change champions. Empower them with the necessary tools, resources, and support to advocate for the change initiatives. Leverage their influence and credibility to promote buy-in and address resistance.
Step 7: Assess System and Process Maturity
Evaluate the maturity of technological systems and processes. Identify areas that require upgrades or improvements to support the change. Invest in the necessary infrastructure and tools to ensure seamless implementation.
Step 8: Assess Change Management Maturity
Conduct a maturity assessment of the organization’s change management capabilities. Identify gaps and areas for improvement. Develop and implement strategies to enhance change management practices, methodologies, and tools.
Step 9: Review Resources and Capacity
Evaluate the availability of resources and capacity to support the change initiatives. Ensure that there are adequate financial, human, and physical resources to execute the change plans. Address any resource constraints proactively to prevent delays and disruptions.
Step 10: Understand Culture and Behavioral Traits
Conduct a cultural assessment to understand the underlying values, beliefs, and behaviors that influence how employees respond to change. Identify cultural strengths that can be leveraged and barriers that need to be addressed. Develop strategies to foster a supportive culture that embraces change.
The analogy of peeling an onion provides a powerful framework for understanding and managing change within an organization. Each layer peeled back reveals new insights and learning opportunities that are essential for successful change management. By carefully examining the various facets of the organization, such as leadership capability, operational practices, and cultural traits, organizations can navigate the complexities of change more effectively.
Patience, persistence, and attention to detail are key to uncovering the true state of the organization and developing tailored strategies that address specific needs and challenges. Ultimately, the journey of peeling the onion in change management leads to a deeper understanding, better preparation, and more successful change outcomes.
In the world of scaled agile, “Release on Demand” is a concept that has profound implications for agile teams and their project approaches. It guides teams on how to release and deliver value when stakeholders and customers are truly ready to receive it. However, a crucial, often-overlooked factor in this concept is the role of change management. While Release on Demand has primarily been framed as a technical approach within the Scaled Agile Framework (SAFe), the readiness of people—including end-users, stakeholders, customers, and partners—forms an equally vital part of determining the demand for release.
As change management practitioners, understanding and actively shaping “Release on Demand” can significantly impact project outcomes. In this article, we’ll explore how change management can enhance this core SAFe concept through strategic timing, prioritisation, and thoughtful execution of each release. We’ll also discuss how to structure governance cadences to ensure operational and people readiness, going beyond the technical lens.
Understanding Release on Demand in SAFe
Within SAFe, Release on Demand means that project outputs or new functionality are delivered when the organisation, teams, and stakeholders are ready to adopt and benefit from it. It enables flexible delivery rather than a rigid release schedule. The four key activities for Release on Demand are:
Release – Delivering the product or change to users.
Stabilise and Operate – Ensuring the release is operationally sound and running smoothly.
Measure and Learn – Assessing the release’s impact and learning from the results.
Adjust – Making necessary improvements based on insights gained.
The goal of these activities is to minimise risk, gather user feedback, and optimise the release to maximise impact. While these steps seem straightforward, they demand thoughtful change management to ensure all stakeholders are prepared to support, use, and benefit from the release. Let’s delve deeper into how a change management approach can strengthen each of these activities.
People Readiness as the Core Demand Factor
The “demand” for a release is often misunderstood as being purely about project or market readiness. However, the reality is that it depends on multiple factors, including how ready people are to adopt the change. For any release to succeed, people readiness is crucial and requires focus on:
End-User Readiness: Ensuring that end-users are prepared for the new tools, processes, or functionalities. This could mean conducting user training, crafting support resources, and managing expectations.
Stakeholder Readiness: Stakeholders at all levels need to understand the change, its rationale, and its anticipated impact. This may involve regular briefings, updates, and even individual consultations.
Customer and Partner Readiness: For customer-facing or partner-facing releases, it’s essential to gauge external readiness as well. A clear communication plan and alignment of goals with partners or clients can smooth the path for a successful launch.
These readiness efforts form a significant part of the “demand” in Release on Demand and reflect the reality that people’s capacity to adapt often determines when a release will be genuinely effective.
The Broader Change Landscape
People readiness isn’t only determined by a single project or team but by the broader change landscape within an organisation. Multiple changes or ongoing initiatives can either enhance or inhibit readiness for a new release. For instance, if an organisation is already undergoing a significant digital transformation, adding another change may lead to overload and resistance.
Change practitioners should map the change landscape to identify concurrent changes and evaluate how these may impact readiness for Release on Demand. By assessing the timing and impact of other changes, change managers can:
Avoid change fatigue by spacing out initiatives.
Synchronize related changes to reduce redundancy.
Communicate the overall strategic direction to help stakeholders and users understand how individual changes fit into the bigger picture.
By accounting for these interdependencies, change management can improve people readiness and ensure the Release on Demand aligns with the organisation’s capacity to handle it.
Applying the Four Key Steps in Release on Demand
Let’s explore how change management activities can amplify each of the four Release on Demand steps:
1. Release: The release phase requires both technical and people preparation. Beyond deploying the technical elements, change management practitioners should:
Develop targeted communication plans to inform all affected stakeholders.
Offer targeted training sessions or resources that build users’ confidence and competence.
Ensure adequate support is in place for the transition, including help desks or peer mentoring.
2. Stabilise and Operate: After a release, it’s crucial to monitor adoption and support operational stability. The change team can:
Collect feedback from end-users and support staff on initial challenges and address these promptly.
Identify and celebrate quick wins that demonstrate the release’s value.
Work closely with operations teams to resolve any unforeseen issues that may inhibit adoption or cause frustration.
3. Measure and Learn: This step goes beyond tracking technical metrics and should also capture change-specific insights. Change management can contribute by:
Conducting surveys, interviews, or focus groups to gauge user and stakeholder sentiment.
Monitoring adoption rates and identifying any training gaps or knowledge shortfalls.
Collaborating with product or project teams to share insights that may refine or prioritisation subsequent releases.
4. Adjust: Based on insights gained from the Measure and Learn phase, change managers can advise on necessary adjustments. These might include:
Refining future communication and training plans based on user feedback.
Addressing any gaps in stakeholder support or sponsorship.
Adjusting the timing of subsequent releases to better align with people readiness.
The iterative nature of these four steps aligns well with agile methodologies, allowing change managers to continuously refine and enhance their approach.
The Critical Role of Sequencing, Prioritisation, and Timing
FFor change management practitioners, Release on Demand isn’t just about executing steps—it’s about doing so in the right sequence and at the right time. The impact of a release depends significantly on when it occurs, who is prepared for it, and how well each group’s readiness aligns with the release cadence and continuous integration.
Here are some tips to help change managers get the timing right:
Analyze stakeholder engagement levels: Regularly assess how engaged and ready stakeholders are, tailoring messaging and interventions based on their feedback and sentiment.
Prioritisation change activities based on impact: Not all releases will have the same impact, so change teams should focus resources on those that require the most user readiness efforts.
Create phased rollouts: If full-scale readiness across the board isn’t achievable, a phased rollout can provide users with time to adapt, while allowing the change team to address any emergent issues in stages.
By managing the release cadence thoughtfully, change managers can avoid the disruptions caused by hasty releases and ensure the deployment feels both manageable and meaningful for users.
Release governance in SAFe is often perceived as a predominantly technical or project-focused process. However, effective governance should encompass business operations and people readiness as well. Change management plays a pivotal role in designing governance cadences that account for these critical aspects.
To integrate change governance within release governance, change practitioners should:
Establish clear communication channels with project teams and product owners to ensure people readiness factors are consistently part of release discussions.
Implement a readiness checklist that includes technical, operational, and people readiness criteria. This checklist should be reviewed and signed off by relevant stakeholders before any release.
Maintain a cadence of review and feedback sessions where project teams, change managers, and stakeholders discuss readiness progress, key risks, and post-release outcomes.
This approach ensures that each release is evaluated from multiple perspectives, minimising disruption and maximising its potential for success.
The above is from Scaledagileframework.com
Developing a Change Cadence that Complements Agile Delivery
SAFe’s principle of “develop on cadence; release on demand” is central to effective agile delivery. For change management practitioners, developing a strong change cadence is equally important. This cadence, or rhythm of activities, aligns with the agile teams’ development cadence and helps build stakeholder momentum, maintain engagement, and reduce surprises.
Here’s how to develop a cadence that works in tandem with agile teams:
Planning Cadence: Hold regular planning sessions to align change activities with upcoming releases and identify readiness gaps. This could be quarterly for major releases or bi-weekly for smaller, iterative releases.
Execution Cadence: Establish a reliable cycle for change interventions, such as training, communication, and stakeholder meetings. This cadence helps stakeholders build expectations and fosters a predictable rhythm in change activities.
Feedback Cadence: Collect feedback at consistent intervals, aligning it with release intervals or sprint reviews. Consistent feedback keeps the change process agile and responsive to evolving needs.
A well-defined change cadence not only prepares users effectively but also reinforces trust and transparency in the change process.
Release on Demand may have originated as a technical concept within SAFe, but its success is deeply tied to how well people, stakeholders, and users are prepared for each release. For change management practitioners, Release on Demand is an opportunity to enhance the broader release process by prioritizing people readiness, orchestrating thoughtful sequencing, and establishing governance that prioritisations user success as much as project outcomes.
By proactively engaging in each of the four stages of Release on Demand—Release, Stabilise and Operate, Measure and Learn, and Adjust—change management can ensure releases are not just technically ready but fully integrated into the people and business context they serve. Embracing this role allows change managers to become essential partners in agile delivery, maximising the impact of each release for end-users, the organisation, and the overall success of the project.
What is change management impact analysis and why is it important?
Change management impact analysis assesses how changes affect an organization, its processes, and employees. It identifies potential risks and facilitates smoother transitions by preparing stakeholders for adjustments. This analysis is crucial as it minimizes disruptions, enhances employee buy-in, and ensures successful implementation of change initiatives for long-term success.
Map change impacts along user journey and
create experience-based change impact assessment.
60 min
4+ People
What you’ll need
REMOTE
Video conferencing with screen sharing
Digital collaboration tool (Zoom, Hangout)
IN-PERSON
Whiteboard
Markers
Post-it notes
Timer
Instructions for running this Playbook
1. Background
In organizational change, change impact assessments or change impact analysis are usually conducted from a ‘top down’ perspective where the process/system or solution that is changed is translated into what it means for the impacted group of users. In terms of best practices, this may not sufficiently take into account detailed impacts that users undergo and related experiences throughout the change journey.
A human-centred approach to assessing the impact of change takes a bottom-up and humanistic approach to successful change. This integrated well with agile projects where there is focus on user journey and user profiles. The design of this session is aimed to leverage from a wide-range of project and business representatives to holistically understand stakeholder impacts.
This is a workshop with key stakeholders to map key user impacts which informs the content of detailed impact assessment.
2. Prep
This session is beneficial when there is sufficient understanding of what the change is in the scope of the change, i.e. the defined solution from the project, areas of impact and initial assessment findings. You can also organise a session for each iteration given there is sufficient change to warrant the session.
The following elements are critical before organising the session:
User journey – To ensure this can be referenced and utilised to illustrate the journey the user will go through in using the solution
User role profiles – To ensure that critical user profiles are clearly understood so that these can be utilised to outline their usage journeys
Change approach or Change Canvas – To help illustrate critical aspects of how users will be engaged be supported to use the designed solution
High level change impact assessment
Business representatives from impacted areas that can be leveraged to paint a picture of what stakeholder experiences could be
Empathy Map Canvas template. Visit this link to download the template by Dave Gray.
Scheduling:
Schedule the meeting when there is sufficient understanding of the solution and business processes to aid your data collection and a sufficient understanding of the change. Clarify this with your project manager or business analyst as required.
Who:
Include key project team members such as the following job roles: the project manager, business owner, lead developer, business analyst, and user-design specialist. Also include business representatives from the different groups of impacted business areas who are familiar with potential consequences of change impacts, potential disruptions and likely mitigation strategies.
Organisation:
Prior to the session undertake the following preparation in you session resource allocation:
Thoroughly understand the user journey process and anticipate potential change impacts ahead of the session (even if you don’t have the thorough change impact assessment)
Map out impacted stakeholder groups by role across each impacted business area. Decide key roles that you want to focus on in the session as a part of the proposed change, versus trying to cover all roles
Work with business representatives to highlight change impacts ahead of the session if there is a lot to cover or if the change is particularly complex. Capture these visually to show during the session
Organise key artefacts such as empathy map, user journey, etc.
TIP: DESIGN
Focus as much on what a typical experience would be like from an end-user perspective versus on the technicalities of the solution itself.
Position the various scenarios and challenges that the user faces and walk through how these are resolved by the solution.
TIP: WHAT TO AVOID
Focus on the change impacts of the user in terms of experiences. Don’t just focus on the user experience and profile without sufficiently capturing what the impacts mean to the user’s experience.
3. Run the session
Intro – 5-10 min
Walk through the purpose of the session and why this is required. Emphasise how important it is to incorporate a user-centric view of change impacts in order to design effective change experiences.
Overview user journey and key impacted roles – 10 min
Review key user journeys for selected key impacted stakeholder groups
Highlight key change impacts
Use empathy map to discuss the impacts for key user roles – 40 min
Walkthrough the empathy map concept and explain key components
Create an empathy map for each key impacted role
For each empathy map, refer back to the user journey and key identified impacts from the high level impact assessment as a start
Key focus and capture is on the IMPACTS of the change after understanding the user experience. E.g. The customer service rep needs to answer customer enquiries efficiently and they often feel frustrated by how slow the system response is. The impact of the new system is that it will alleviate this pain for them.
4. Capturing outcomes
At the end of the session, capture any key actions, timeline, valuable insights, stakeholder engagement ideas and a follow up session as required.
What to do with the output?
After you’ve written up the empathy map for each impacted role. Utilise these to build the detailed change impact assessment as a core part of effective change management in a systematic way. As a result, the change impact assessment will incorporate user experiences that are valuable when you start to create the change plan and the change strategy in driving towards the future state from the current state, ensuring smooth transition.
Revert back to business representatives and others in the session to verify the details captured and ensure nothing critical is missed.
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.
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.
