Change management practitioners are often tasked with ensuring that transitions are smooth and successful. However, to truly excel in this role, it’s crucial to embrace a systems thinking approach—an understanding that organisations are complex, interconnected systems where every change can create ripple effects throughout. One of the most potent tools for fostering systems thinking is the use of change data within change portfolio management. Here, we will focus on how change data can build interconnectedness across the organisation, enhance the management of change initiatives, and ultimately improve business results.
Understanding Systems Thinking
The below are some of the core principles in Systems Thinking and how they may be applied to change portfolio management through data and analysis.
Principle 1: Interconnectedness
At the core of systems thinking is the principle of interconnectedness. Organisations are not merely a collection of individual parts; rather, they consist of various components that interact in complex ways. When change is initiated in one area, it can have unintended consequences in another. For instance, a change in the sales strategy might impact customer service processes, employee motivation, and even supply chain operations. By recognising these interconnected relationships, practitioners can make more informed decisions that take the broader organisational context into account.
In fact, change impact assessment is the process of identifying and ascertaining the linkages across the system. With each change, the various impacts across different processes, people working to support those processes and the systems involved in the processes.
Principle 2: Feedback Loops
Another fundamental aspect of systems thinking is the identification and understanding of feedback loops. These loops can be either reinforcing (positive) or balancing (negative). A reinforcing feedback loop occurs when a change in one part of the system leads to further changes in the same direction, creating a cycle of growth or enhancement. For example, an increase in employee training may lead to improved performance, which in turn boosts morale and reduces turnover, further enhancing overall productivity.
Conversely, balancing feedback loops act to stabilize the system. They can dampen the effects of change, preventing extremes from occurring. Recognising these feedback mechanisms allows practitioners to leverage positive feedback loops to enhance desired outcomes while being vigilant against the negative loops that may emerge, which could undermine the change initiatives.
Here is an example of a feedback loop –
Goal: Prevent stagnation or failure by adjusting strategies based on real-time feedback.
Use case: Ensuring that deviations or resistance are managed effectively to keep the change on track.
How it works:
Collect data from employee surveys, performance metrics, and feedback sessions to understand what’s working or not.
Identify points of resistance and take corrective actions (e.g., additional training or clarifying leadership vision).
Example: If employees express frustration with new tools, gather input and refine the rollout to address concerns.
What are key benefits of feedback loops?
Increased adaptability: Ensures the organisation can react to unforeseen challenges during implementation.
Engaged workforce: Employees feel more involved when they see their feedback incorporated into the process.
Sustainable change: Continuous feedback ensures that change efforts stay relevant, preventing them from losing momentum or being abandoned.
Principle 3: Causality
Systems thinking also emphasizes understanding causality—how different components of the organisation influence one another. This perspective is vital in change management, as it shifts the focus from merely addressing symptoms of problems to exploring their root causes. This can be applied throughout the change lifecycle ranging from understanding the impacts across the organisation, through to anticipating resistance and motivation levels to support the change.
Here is an example of applying the principle of causality in systems thinking
Change Initiative: Implementing a New KPI-Based Evaluation System
Initial Cause: Leaders decide to replace the existing subjective performance reviews with measurable KPIs to improve accountability.
Direct Effect: Employees shift their focus to achieving their KPIs.
This change seems positive—employees now have clear, measurable targets to meet.
Ripple Effects Across the System:
Short-term unintended outcome: Employees may begin to focus only on achieving their KPIs, ignoring tasks that are not directly rewarded, such as collaboration or innovation.
Behavioural impact: Some employees might feel micromanaged or disengaged if they view the new system as rigid or unfair.
Team dynamics: Competitive behaviour between employees could increase, reducing collaboration and creating silos.
Long-term Causal Feedback:
Lower collaboration can negatively affect innovation and employee morale, leading to attrition of high performers.
A balancing feedback loop emerges when HR notices a decline in collaboration scores and recommends revising KPIs to include teamwork-related metrics.
Principle 4: Holistic Perspective
Adopting a holistic perspective is crucial in systems thinking. Instead of viewing the organisation as a set of isolated parts, practitioners should consider the organisation as a dynamic whole. This approach enables better problem-solving and decision-making by considering all relevant factors and their interactions. A holistic view facilitates a deeper understanding of how changes in one area may impact others, ultimately leading to more sustainable and effective change initiatives.
For example, An organisation is running several parallel initiatives under a broader digital transformation effort, including:
CRM System Implementation
Agile Ways of Working Initiative
Cloud Migration for Core IT Systems
Employee Upskilling Program on Digital Tools
Application of Holistic Perspective
Identifying Interdependencies
The CRM system needs to integrate with both legacy IT infrastructure and future cloud platforms.
The agile transformation affects how teams work, influencing the success of the CRM project and cloud migration by demanding faster collaboration cycles.
The upskilling program needs to ensure employees are trained not only in new digital tools but also on agile practices and cloud-based platforms.
Avoiding Initiative Silos
Without a holistic view, each project might focus only on its own goals, causing schedule conflicts (e.g., IT resources are overbooked for the cloud migration and CRM deployment).
Teams might experience change fatigue if initiatives are rolled out simultaneously without coordination. For example, employees may struggle to participate in the upskilling program while also meeting deadlines for the agile rollout.
Portfolio-Level Governance and Prioritization
Using a holistic lens, the portfolio management team can sequence projects logically. For example:
First: Migrate critical systems to the cloud to ensure the CRM implementation has a stable foundation.
Second: Begin the agile transformation to align working methods before launching cross-functional CRM initiatives.
Third: Schedule employee upskilling to ensure readiness before key milestones in the CRM and cloud projects.
Optimizing Resources and Reducing Risks
Viewing the portfolio holistically allows management to optimize resource allocation (e.g., sharing skilled IT personnel across cloud and CRM projects efficiently).
By aligning initiatives, the company mitigates the risk of conflicting efforts and reduces change fatigue through coordinated communication and engagement plans.
Principle 4: Emergence
Finally, the concept of emergence in systems thinking highlights how complex behaviours can arise from simple interactions among components. The principle of emergence in systems thinking refers to the idea that when individual elements interact, new patterns or behaviours emerge that were not predictable by examining the parts alone. In change portfolio management, this means that the outcomes of managing multiple change initiatives may be different—often more complex or unexpected—than the sum of each individual change project. Emergent behaviours can create both opportunities and risks.
Scenario: Managing a Sustainability Transformation Portfolio
A large organisation launches several interconnected initiatives to become a more sustainable enterprise:
Carbon Reduction Initiative – Shift to renewable energy and reduce emissions.
Sustainable Supply Chain Project – Engage suppliers on environmental standards.
Green Product Innovation Program – Develop eco-friendly products.
Employee Engagement Initiative – Promote green behaviours among employees.
Application of Emergence
Unexpected Synergies Emerge
Employees participating in the engagement initiative start identifying operational inefficiencies, such as excess waste, leading to additional cost savings.
The green product innovation program creates a culture of experimentation that spills over into other departments, resulting in improved collaboration and faster innovation cycles across the organisation, beyond sustainability-focused efforts.
Emergent Risks and Complex Interactions
Suppliers struggling to meet new sustainability requirements may delay the sustainable supply chain project, impacting both product launches and company operations.
Employees feel overwhelmed by the number of sustainability programs and resist further change, creating unexpected resistance that spreads to unrelated initiatives, such as digital transformation efforts.
New Opportunities Emerge from Interactions
As cross-functional teams work together, new business models emerge. For example, sales and product teams discover that green products appeal to a new customer segment, leading to revenue growth opportunities not originally anticipated in the change portfolio plan.
Collaborations with suppliers in the supply chain project uncover the potential for joint ventures focused on sustainable technology.
It may not be possible to forecast or anticipate all types of employee behaviours and reactions to new changes introduced. However, engaging your stakeholders and involving them in the change process may help you identify these in advance.
The Role of Change Data in Building Systems-Thinking Within Change Portfolio Management
Change portfolio management involves overseeing a collection of change initiatives and ensuring that they align with the organisation’s strategic objectives. The integration of change data into this process can significantly enhance systems thinking capabilities.
Creating a Data-Driven Culture
One of the first steps in leveraging change data is to establish a data-driven culture. Practitioners should promote the importance of data in decision-making processes across the organisation. By providing visibility of the changes that are upcoming, they can empower employees at all levels to utilize change data in their daily work. This cultural shift fosters an environment where data becomes a common language, allowing for clearer communication about changes and their potential impacts. However, do note that different type of employees may require different type of data.
Mapping Change Initiatives
Using change data, organisations can create visual maps of their change initiatives. These maps can illustrate how different initiatives are interconnected and highlight the dependencies between them. For example, a visual representation can show how a new software implementation relies on training programs or how changes in one department may impact others. By visualizing these relationships, practitioners can better assess the potential ripple effects of changes and make more informed decisions.
Monitoring and Analysing Feedback Loops
By actively monitoring change data, organisations can identify and analyse feedback loops in real-time. This ongoing analysis allows practitioners to quickly respond to emerging trends or unintended consequences. For instance, if data shows a decline in employee productivity following a process change, practitioners can investigate and implement corrective actions before the situation worsens. By understanding these feedback loops, organisations can not only react to changes but also proactively shape their outcomes.
Causal Analysis
Incorporating change data into causal analysis enables organisations to identify the root causes of issues. Practitioners can use data analytics to explore the relationships between different components of the organisation, leading to a clearer understanding of how changes impact various outcomes. This data-driven approach allows for more targeted interventions, ensuring that efforts are directed towards addressing the underlying issues rather than merely treating surface-level symptoms.
Holistic Change Portfolio Assessment
When practitioners evaluate their change portfolio, they should adopt a holistic approach that considers the interplay between various initiatives. By analysing change data in aggregate, organisations can identify patterns and trends that may not be visible when examining initiatives in isolation. This holistic assessment allows practitioners to prioritise initiatives that align with broader organisational goals, ultimately leading to more effective change management.
Fostering Collaborative Environments
Change data can also be a catalyst for fostering collaborative environments. By sharing insights and findings from change initiatives, organisations can create a culture of collaboration where teams learn from one another’s experiences. This exchange of information can lead to emergent solutions that drive innovation and improve change outcomes. Additionally, collaborative tools and platforms can be leveraged to facilitate communication and knowledge sharing across departments.
Building Connectedness Across the Organisation
The integration of change data into change portfolio management fosters interconnectedness within the organisation. By emphasising the importance of data and encouraging collaboration, practitioners can create a more cohesive organisational culture that embraces change.
Enhancing Communication
Clear communication is essential for effective change management. Change data provides a foundation for transparent communication about initiatives and their impacts. Practitioners can use data visualizations and reports to communicate progress, challenges, and successes, fostering a sense of shared understanding across the organisation.
Breaking Down Silos
Change data can also help break down silos within the organisation. By sharing data and insights across departments, practitioners can encourage collaboration and foster a sense of unity. This interconnectedness enhances problem-solving capabilities, as diverse teams bring different perspectives to the table, leading to more innovative solutions. Issues may be pre-empted if stakeholders can pick up on impacts that may be missed for example.
Aligning Goals and Objectives
When change initiatives are informed by change data, it becomes easier to align goals and objectives across the organisation. Practitioners can use data to ensure that all initiatives are working towards the same strategic objectives, reducing the likelihood of conflicting priorities. This alignment creates a more focused approach to change management, ultimately leading to improved business results.
Improving Business Results Through Systems Thinking
The application of systems thinking through change data in change portfolio management can lead to substantial improvements in business results. By fostering interconnectedness, enhancing communication, and breaking down silos, organisations can create a more agile and responsive environment.
Increased Agility
Organisations that embrace systems thinking and utilize change data are better equipped to respond to changes in the external environment. By understanding the interconnectedness of their initiatives, practitioners can pivot quickly in response to emerging trends or challenges. This agility is essential in today’s fast-paced business landscape.
Enhanced Employee Engagement
When employees see their work as part of a larger, interconnected system, they are more likely to feel engaged and motivated. By involving employees in the change process and using data to demonstrate the impact of their contributions, organisations can foster a sense of ownership and commitment to change initiatives.
Improved Decision-Making
Systems thinking promotes better decision-making by encouraging practitioners to consider the broader context of their actions. When decisions are informed by change data, organisations can identify potential consequences and make choices that align with their strategic goals. This improved decision-making ultimately leads to more successful change outcomes.
Sustainable Change Initiatives
Finally, the application of systems thinking and change data can lead to more sustainable change initiatives. By focusing on root causes, leveraging feedback loops, and fostering collaboration, organisations can implement changes that are not only effective in the short term but also sustainable over time. This sustainability is crucial for long-term business success.
Change data is a powerful lever that change management practitioners can use to foster systems thinking within their organisations. By recognising the interconnectedness of change initiatives, understanding feedback loops, exploring causality, adopting a holistic perspective, and nurturing environments for emergence, organisations can improve their approach to change management. Through these efforts, practitioners can build connectedness across the organisation, ultimately enhancing how change is managed and driving improved business results. Embracing systems thinking in change portfolio management is not just a best practice; it’s a necessity for organisations seeking to thrive in an ever-evolving business landscape.
In the rapidly evolving landscape of financial services, organisations face significant challenges due to regulatory and technological changes. A large financial services corporation has recognised the need for an integrated approach to change management reporting, embedding it within general business reporting to enhance organisational agility and effectiveness. This case study outlines the firm’s journey, challenges faced, solutions implemented, and the resulting value derived from this strategic initiative.
Background
The corporation operates under a defederated model of change management, where change practitioners are distributed across various business units. This structure has led to inconsistent change management practices and reporting, complicating the ability to provide comprehensive insights into organisational change efforts. As regulatory demands and technological advancements have intensified, the need for cohesive change management reporting became paramount.
Challenges
The primary challenges encountered by the centralized change management team included:
Diverse Reporting Preferences: Different stakeholders and divisions within the organization exhibited varying preferences for reporting formats and metrics. This lack of consensus hindered the development of a standardized reporting framework.
Maturity Disparities: Business units displayed varying levels of maturity in their change management practices, with some units showing strong interest while others remained indifferent.
Feedback Variability: Initial attempts to socialize various reporting types received mixed feedback, complicating efforts to establish a unified approach.
Solution Implementation
To address these challenges, the change management team adopted a multi-faceted strategy:
Executive Engagement: The team actively engaged with senior executives to align on the direction for change management reporting. A senior executive cohort was formed to define essential reporting needs and establish a common vision.
Collaboration with Business Intelligence (BI) Team: The change management team partnered with the BI team to integrate change management metrics into existing general business reports. This collaboration ensured that change management insights were included in routine business tracking.
Data Integration: Utilising data from Change Compass facilitated the ongoing production of comprehensive reports that combined operational metrics with change management insights.
Value Realized
The integration of change management reporting into general business reporting yielded several significant benefits:
Increased Leadership Focus: By embedding change metrics within standard business reports, leaders began to prioritize change management as part of their strategic oversight. This shift is expected to enhance readiness and adoption of future changes across the organization.
Proactive Change Support: Business leaders increasingly requested support for change initiatives, indicating a transition from a push model (where support is offered) to a pull model (where support is actively sought).
Enhanced Reporting Consistency: The establishment of a standardized set of reports improved clarity and consistency in how change initiatives were tracked and communicated across business units.
Change management Maturity: Enhancing change management maturity within the business is general done through capability development and coaching. However, this case showcases that embedding change management within general business management is a strategic way to raise awareness, visibility, and through this enhance the business’ efforts to improve the management of change.
This case study illustrates how a large financial services corporation successfully embedded change management reporting into its general business reporting framework. By engaging senior leadership, collaborating with data teams, and standardising metrics, the organisation not only improved its reporting capabilities but also fostered a culture that values proactive engagement with change initiatives. As a result, the firm is better positioned to navigate future changes while ensuring that it meets regulatory demands and capitalizes on technological advancements.
Managing a set of change initiatives through a portfolio management approach is relatively new for some organizations. This approach is drawn from the portfolio project management approach by dividing a set of initiatives into different groups and by viewing various initiatives in unison. By doing this things then become more manageable from the perspective of planning how to organise the planning and sequencing of these changes.
Portfolio project managers are focused on investment funding, program management, governance, project execution, and resource management. For portfolio change managers, there are similar focus areas such as change program management, change initiative execution, resource management, and quality assurance. However, there are also several marked differences, including a focus on business change governance, business change capability, change leadership, and change tools and methodology.
In practice, there is often a wide range of practices in the service delivery and model of portfolio change management. Some focus purely on supporting project delivery, and in the process fail to uplift business change capability. Others tend to focus on general change capability through training and development and very little on change governance and supporting strategy implementation.
So, what are some of the best practices in change portfolio management? How does the change portfolio management function position itself to be strategic, value-adding, and seen as a driver of business results? Here are 10 best practices.
1. Use hard data.
A lot of change professionals often shy away from data. We prefer to focus on behavior, leadership, mindsets, norms, and culture. Whilst the ‘soft’ things may matter we need to be comfortable in working with data. Peter Drucker’s famous saying goes ‘What gets measured gets done’.
Disciplines with a strong focus on data usually have a strong seat at the business table. For example, Finance, Operations, and Sales. Even Marketing is not just about creative ideas and concepts, but there is a strong focus on cost, revenue forecast, and customer responses. Armed with data that drives business decisions you get a strong seat at the decision-making table.
What types of data should portfolio change managers focus on? The standard change measures include training attendance, stakeholder ratings, and arbitrary business readiness ratings. To really demonstrate value, portfolio change managers need to turn change management into a science and be able to quantify change. Change Impacts is one great example. By quantifying change impacts into discrete units one can start to measure and understand what changes are and how they move over time and across different parts of the business.
2. Link change practices with business outcomes
Continuing from the previous point – armed with quantitative change impact data, the portfolio change manager is able to analyze the data to find any correlations between change impact data and business performance data. This can become a very powerful picture to take to the senior management team – drawing out the impact of changes on business performance.
Based on data from The Change Compass. An organization has been able to draw significant correlations between change impacts and customer satisfaction levels. This has since raised meaningful discussions regarding the approach of implementing changes and how to mitigate any potential negative impacts on the customer experience. It does not necessarily mean minimize on change impacts on the customer. Instead, it challenges the group to think through how to better engage and prepare for the customer to transition through changes. This is a great example of demonstrating the importance of linking change impacts with business outcomes.
3. Focus on building change capability more than just execution
A lot of organizations treat change management as only discrete pieces of work that need to be carried out as a part of a project. With this approach, these organizations have hired mainly contractors with some permanent change managers purely focused on project execution. Whilst this work is absolutely required to successfully land initiatives, these resources come and go and in the end, the organization is often no better off in managing change.
Instead, there needs to be a continual focus on developing business change capability. This may be carried out in different ways. With each project implementation, the change manager may focus on uplifting change management capabilities in the business within its leaders. Effective engagement and learning channels can be established to better aid the deployment of change initiatives. These include self-paced training systems, know-how regarding establishing and measuring various learning interventions, and different types of employee engagement channels, both face-to-face and digital.
As change portfolio managers, a concerted focus on embedding business change capability can ensure that the business becomes more mature at undergoing change. A strategic plan can be developed that includes different ways of targeting capability uplift and change maturity. This requires business sponsorship and focus. It is also a critical part of effective operational management.
4. Design and manage change governance
Establishing effective change governance does not mean complicated multi-level governance with lots of documentation, policies, and procedures and lots of headcounts to manage the processes. Change governance means having the right processes to ensure there is sufficient oversight and visibility on what changes are going to happen and the effectiveness of change delivery.
Different organizations will establish different governance processes to suit the particular cultural and business environment. However, at the most basic level, there should be a regular cadence where managers can see and visualize the changes that are going to happen, and discuss any risks and issues with the picture they are seeing. At the same cadence, there should also be a review of the previous changes and how they’ve been rolled out, with a view to identifying opportunities for improvement.
There should also be different levels of change governance for larger organizations. For a business unit, there should be a change governance focusing on changes within the business unit. There should also be an enterprise-level change governance focused on changes across the organization. At the enterprise level, the discussion will be on strategic initiatives that run across the company. There should also be discussions on any risks and issues with business readiness and the progress of the change.
A standard meeting agenda for change governance would include the following:
Review the previous month’s changes including callouts of highlights, challenges, employee engagement, results, and overall progress
Examining metrics around the amount of change and to what extent the level of changes can be digested by the business appropriately
Identifying potential contentions of concurrent changes within the plan. If concurrent changes are being released into the business, discussions should zoom in on the quantum and nature of change contention, rationale as to why the business may not be able to handle the volume of changes, and implications if the releases were to proceed
Examining the data to ensure that all changes are captured and there is nothing missing. Change data should contain key projects being implemented, BAU changes, and other corporate programs from groups such as IT or HR
Examining the overall upcoming change slate and identify upcoming risks and opportunities. Opportunities may include potential gaps where there is very little change, and where there may be opportunities for initiatives to land
5. Leverage digital tools
Project portfolio managers manage the slate of projects using a structured process of funding, prioritization, analysis, and review based on data. In a similar vein, so should change portfolio managers. The power that change managers have is not around cost or schedule data, it is on change impact and change readiness as discrete data points. The challenge is how to collect, analyze, present, and leverage the power of these data.
The Change Compass is a digital tool that quantifies and packages change impacts into data that can be easily analyzed and presented in a visual format to decision-makers. Initiative owners who own the source of the information update change impact data. Up-to-date change impact data can be accessed at any time with reporting generated automatically. The portfolio change manager can easily dissect, drill down, and cut data to find out the change health of the portfolio:
Is there too much change?
How is our staffing resource impacted by change activities (especially for resource-sensitive areas such as call centres)
What’s the change tolerance level for the business?
How are various stakeholder groups impacted by the changes?
How are initiatives under particular strategic themes impacting the business?
How are customers and their respective experiences impacted by our initiatives?
6. Examine customer impacts
At a portfolio level, it is not sufficient to just focus on internal employee and stakeholder impacts. The change portfolio manager also needs to place focus on how are customers impacted by the planned changes. This drives at the core of the focus of a lot of the organizations on the customer.
One large financial services organization that was focused on customer experiences started analyzing data on customer change impacts across initiatives. Through this, there was a significant realization that the same group of customers was impacted by 6 significant initiatives at the same time. Across each of these initiatives, there was no coordination and the silo approach meant that poor synchronization and coordination could lead to a very poor customer experience. Subsequently, new roles and remits were created to manage this customer experience through facilitating a coordinated approach to planning and implementing initiative rollout.
7. Iterative planning
Iterative planning is a core of agile ways of working. At the core of iterative planning is the belief that we don’t always know the solution that we are striving for at the beginning of the change initiative. It is when we start testing and getting feedback from users that we are able to refine our proposal and be able to come up with a solution that suits the organization.
To truly support agile ways of working, change management needs to be able to develop prototypes of the change approach, and be able to morph or tweak the approach as required based on feedback. For example, a change approach can be tested on a particular team, the change champion group, or a selected trial group. Communication and engagement approaches as well as learning approaches can be tested in these groups.
Want to learn more about managing change portfolios?
If you’re ready to start to manage a portfolio of change initiatives using data and insights, have a chat to us about how to leverage The Change Compass capabilities to help you pinpoint key risks and opportunities in managing across initiatives. To book a demo click here.
In today’s fast-paced business environment, most organizations are engaged in numerous change initiatives simultaneously. These initiatives might range from digital transformation efforts to restructuring, new product launches, or cultural shifts. For change management practitioners and leaders, the challenge is not only to ensure each initiative succeeds but also to align these efforts strategically to maximize overall business benefit. Let’s explore practical strategies for aligning multiple initiatives and measuring change adoption, providing actionable insights for change practitioners and leaders.
The Complexity of Multiple Change Initiatives
The complexity of managing multiple change initiatives lies in the potential for overlap, conflicting priorities, and resource strain. Each initiative, while aiming to deliver specific benefits, competes for attention, time, and resources. Moreover, when several initiatives target similar business outcomes, it becomes challenging to attribute success to any single effort. Most business units are only measuring a certain number of business metrics, and with a large number of initiatives there will bound to be overlaps. This makes it essential to adopt a strategic approach that ensures alignment and optimal resource utilisation.
Measuring Change Adoption Across Multiple Initiatives
One of the most critical aspects of managing multiple change initiatives is measuring the adoption of each change. This involves not only tracking how well each initiative is being implemented but also understanding its impact on the organization. The following strategies can help you effectively measure change adoption across various initiatives:
1. Establish Common Metrics
Establishing common metrics across all change initiatives is a foundational step in ensuring that change adoption is measured consistently and effectively. Common metrics provide a standardized way to evaluate progress, compare the success of different initiatives, and gain a holistic view of the organization’s overall change efforts. This approach allows for “apples-to-apples” comparisons, enabling senior leaders to make informed decisions about resource allocation, prioritization, and potential adjustments needed to maximize business benefits.
By identifying and applying a set of core metrics consistently across all change initiatives, organizations can better track the adoption process, identify areas where additional support may be needed, and ultimately ensure that changes are embedded successfully and sustainably.
Here’s a deeper look at some of the common metrics that can be established (note that we take a holistic and strategic lense in ‘adoption’, and not limiting adoption to the end of the project):
Employee Awareness and Understanding of the Change
Employee awareness and understanding are the first critical steps in the change adoption process. Without a clear understanding of what the change entails, why it is happening, and how it will impact their work, employees are unlikely to fully embrace the change. Measuring awareness and understanding helps ensure that communication efforts are effective and that employees have the necessary information to begin adopting the change.
Awareness Surveys: Regular surveys can be conducted to assess employees’ awareness of the change initiative. Questions can focus on whether employees are aware of the change, if they understand the reasons behind it, and if they can articulate the expected outcomes.
Knowledge Assessments: Beyond awareness, knowledge assessments can help gauge how well employees understand the details of the change. This could involve quizzes, interactive sessions, or discussions that test their understanding of new processes, tools, or organizational structures.
Communication Effectiveness: Track the effectiveness of communication campaigns through metrics such as email open rates, attendance at town halls or webinars, and engagement with internal communication platforms. High levels of engagement can indicate that employees are receiving and processing the information about the change.
Employee Engagement and Buy-in
Employee engagement and buy-in are essential for successful change adoption. If employees are not engaged or do not buy into the change, they are less likely to put in the effort needed to adopt new behaviours, processes, or tools. Measuring engagement and buy-in provides insight into how committed employees are to making the change successful.
Engagement Scores: Use engagement surveys to measure overall employee engagement levels before and after the change initiative. These scores can help you understand the impact of the change on employee morale and identify any groups that may need additional support.
Feedback Channels: Monitor and analyse feedback from employees through formal and informal channels. This includes responses to surveys, comments in focus groups, and feedback collected through suggestion boxes or digital platforms. The sentiment expressed in this feedback can be a strong indicator of buy-in.
Participation Rates: Track participation in change-related activities such as training sessions, workshops, and change champion programs. High participation rates typically indicate strong engagement and willingness to adopt the change.
Utilisation of New Systems, Processes, or Tools
The utilisation of new systems, processes, or tools introduced by a change initiative is a direct measure of adoption. If employees are not using the new tools or following the new processes, the change initiative cannot deliver its intended benefits. Measuring utilisation helps ensure that the changes are being practically applied in day-to-day operations.
System Usage Analytics: For technology-driven changes, track the usage of new systems through analytics. Metrics such as login frequency, time spent on the system, and the completion of key tasks can provide a clear picture of adoption.
Process Adherence: Implement tracking mechanisms to monitor adherence to new processes. This could involve audits, self-reporting, or the use of process management tools that track whether employees are following the new workflows.
Tool Adoption Rates: Measure the adoption rates of any new tools introduced as part of the change. This could include tracking the number of users, the frequency of use, and the breadth of functionality being utilised.
Proficiency in Applying the Change
Proficiency in applying the change is a crucial metric because it not only indicates whether employees are using the new systems, processes, or tools, but also how effectively they are using them. This metric helps ensure that employees have the necessary skills and competencies to fully leverage the change and achieve the desired outcomes.
Skill Assessments: Conduct skill assessments to measure employees’ proficiency in using new tools, systems, or processes. This could involve practical exams, simulations, or peer reviews where employees demonstrate their competency.
Performance Metrics: Monitor performance metrics related to the new processes or tools. For example, if a change initiative involves a new sales system, track metrics like sales conversion rates, the accuracy of data entry, or the speed of customer service resolution.
Certification Programs: Implement certification or accreditation programs where employees must demonstrate a certain level of proficiency to earn certification. Tracking the completion rates of these programs can indicate overall proficiency levels.
Realization of Expected Business Benefits
The ultimate goal of any change initiative is to realize the expected business benefits, whether they be financial, operational, or strategic. Measuring the realization of these benefits provides a clear indication of the success of the change initiative and its impact on the organization.
Benefit Tracking: Establish specific, measurable business benefits for each change initiative, such as cost savings, revenue growth, improved customer satisfaction, or increased productivity. Regularly track these metrics to assess whether the change is delivering the expected outcomes.
ROI Analysis: Conduct return on investment (ROI) analysis for each initiative, comparing the costs of implementation against the benefits realized. This helps quantify the financial impact of the change and determine its overall value to the organization.
Outcome-Based Metrics: Focus on outcome-based metrics that align with the organization’s strategic goals. For example, if a change initiative aims to improve customer experience, track customer satisfaction scores, retention rates, and repeat business.
Note that these may not be activities that change practitioners are leading within a project setting, however they should play a key part in contributing to the design and tracking of the adoption which then leads to the ultimate benefits.
Implementing Common Metrics in Practice
Implementing common metrics across multiple change initiatives requires a coordinated effort and a strong governance framework. Here are some practical steps to ensure that these metrics are applied effectively:
Alignment with Strategic Goals: Ensure that the selected metrics align with the organization’s broader strategic goals. This alignment helps prioritize initiatives and ensures that all change efforts contribute to the organization’s overall objectives.
Centralized Data Management: Establish a centralized data management system to collect, store, and analyze metrics across all initiatives. This system should allow for easy comparison and aggregation of data, providing a comprehensive view of change adoption.
Consistent Methodology: Develop a consistent methodology for measuring and reporting metrics. This includes standardized survey questions, data collection tools, and reporting formats to ensure that metrics are comparable across different initiatives.
Continuous Monitoring and Reporting: Regularly monitor and report on the metrics to track progress and identify any areas of concern. Use dashboards and scorecards to provide real-time visibility into change adoption across the organization.
Feedback and Adjustment: Use the insights gained from these metrics to provide feedback to initiative leaders and make necessary adjustments. Continuous improvement is key to ensuring that change initiatives remain on track and deliver the expected benefits.
Implementing metric tracking can be a very manual and labour intensive process. However, there are various digital tools that can be leverage to automate the data capture and streamline the data analysis and insight generation process. Chat to us to find out how The Change Compass can help.
2. Conduct Regular Assessments
Regular assessments are critical to understanding how well each initiative is being adopted and its impact on the organisation. These assessments should be scheduled at key milestones and involve both quantitative and qualitative evaluation.
Pulse Surveys: Conduct pulse surveys at regular intervals to gauge employee sentiment and engagement with each initiative. These short, focused surveys can provide real-time insights into how changes are being received and where additional support may be needed. However do note that pulse survey in themselves may only provide very superficial insights without the depth that may be required to understand the ‘why’ or ‘how’.
Performance Reviews: Where possible integrate change adoption metrics into regular performance reviews. This ensures that the impact of initiatives is continuously monitored and that any issues are addressed promptly.
Change Audits: Periodically perform change audits to assess the effectiveness of each initiative. This involves reviewing processes, outcomes, and feedback to determine whether the change is being adopted as intended.
3. Leverage Existing Channels
Leverage existing communication and feedback channels to measure adoption. This approach ensures that you are not overloading employees with new processes and allows for seamless integration into their daily routines.
Employee Feedback Platforms: Utilise platforms already in place, such as intranet forums like Yammer, suggestion inboxes, or regular team meetings, to gather feedback on change initiatives. This feedback can provide valuable insights into adoption levels and potential areas of resistance.
Usage Analytics: For technology-driven initiatives, use existing analytics tools to monitor system usage and user behaviour. This can help identify adoption rates and areas where additional training or support may be needed.
Regular Check-ins: Integrate adoption tracking into regular team check-ins. This allows managers to discuss progress with their teams and identify any challenges early on.
4. Quantify Qualitative Data
While quantitative metrics are essential, qualitative data provides context and deeper insights into how changes are being adopted. It’s important to develop methods to quantify this qualitative data to better understand the impact of your initiatives. Quantitative data are easier to present, and may be more memorable to your stakeholders.
Sentiment Analysis: Use sentiment analysis tools to analyse employee feedback, comments from surveys, or even social media mentions. This helps quantify the overall sentiment towards each initiative, providing a clearer picture of adoption.
Focus Groups: Conduct focus groups to gather in-depth feedback on specific initiatives. While this data is qualitative, you can quantify it by categorizing responses into themes and measuring the frequency of each theme.
Narrative Metrics: Develop narrative metrics that capture the stories behind the numbers. For example, if an initiative aims to improve customer service, track success stories where employees went above and beyond as a result of the new changes.
5. Analyse Trends and Patterns
Analysing trends and patterns over time is essential for understanding the broader impact of multiple initiatives. By looking at adoption data longitudinally, you can identify which initiatives are driving long-term change and which may require adjustments.
Adoption Trajectories: Track the adoption trajectories of each initiative. Are there certain initiatives that show rapid early adoption but then plateau? Understanding these patterns can help refine strategies to sustain momentum.
Cross-Initiative Analysis: Compare adoption trends across different initiatives. Look for correlations or conflicts between initiatives. For example, if one initiative shows strong adoption while another lags, investigate whether they are competing for the same resources or if there is confusion about priorities.
Predictive Analytics: Use predictive analytics to forecast future adoption trends based on historical data. This can help in proactive decision-making and resource allocation. This is absolutely the value of data, when you have historical data you can easily forecast what lies ahead and provide an overlay for change portfolio consideration during business planning cycles.
6. Communicate Progress Transparently
Transparent communication is vital for building trust and ensuring that everyone in the organization is aware of the progress of each initiative. This helps in aligning efforts and maintaining momentum.
Regular Updates: Provide regular updates on the progress of each initiative. Use a variety of channels such as newsletters, town halls, or internal social media to keep everyone informed.
Success Stories: Share success stories that highlight the benefits of adoption. This not only celebrates achievements but also reinforces the value of the initiatives and encourages further adoption.
Dashboard Reporting: Develop a dashboard that tracks and displays adoption metrics for all initiatives in real-time. Make this dashboard accessible to key stakeholders to ensure transparency and accountability.
7. Establish a Governance Framework
A governance framework is essential for coordinating multiple initiatives and ensuring that they are aligned with the organization’s strategic goals. This framework should provide structure, oversight, and guidance for all change efforts.
Steering Committees: Establish steering committees composed of senior leaders who oversee the progress of all initiatives. These committees should ensure that initiatives are aligned with business objectives and that resources are appropriately allocated.
Change Champions: Identify change champions within the organization who can advocate for adoption and provide support to their peers. These individuals play a crucial role in driving change from within and ensuring alignment across initiatives.
Standardised Processes: Develop standardized processes for planning, implementing, and measuring change initiatives. This ensures consistency and allows for more effective comparison and integration of efforts. In establishing the right routines they become embedded within business practices and are not seen as an ‘additional effort required’ on top of their day-jobs.
Aligning Multiple Initiatives for Maximum Business Benefit
While measuring adoption is crucial, aligning multiple initiatives to maximize business benefits is the ultimate goal. Here are key strategies to ensure alignment:
1. Prioritise Initiatives Based on Strategic Value
Not all initiatives are created equal. Prioritising initiatives based on their strategic value ensures that resources are allocated effectively and that the most critical changes receive the attention they deserve.
Value Assessment: Conduct a value assessment for each initiative to determine its potential impact on the organization’s strategic goals. Focus on initiatives that align most closely with these goals.
Resource Allocation: Allocate resources based on the strategic value of each initiative. This may involve dedicating more resources to high-priority initiatives while scaling back on others.
Phased Implementation: Consider implementing high-priority initiatives in phases. This allows you to focus efforts on achieving quick wins, which can build momentum for broader change.
Integration of change initiatives is essential to avoid duplication of efforts and to ensure that all initiatives are working towards common goals. This requires a coordinated approach and effective communication across initiatives and stakeholders.
Change Integration Plan: Develop a change integration plan that outlines how different initiatives will work together. This plan should identify potential overlaps and ensure that all initiatives are aligned. It could be that lower prioritised initiatives be pushed out making the runway for more strategic initiatives with higher priorities. It could also be ‘packaging’ change releases across different initiatives where they make sense to deliver change to the impacted teams in a more cohesive and easier-to-digest manner. This may be due to the nature of the changes or the volume and capacity required in the impact of the changes.
Cross-Functional Teams: Establish cross-functional teams to oversee the integration of initiatives. These teams should include representatives from each initiative to ensure collaboration and alignment. Ideally cross functional forums already exist and this is just tapping into an existing channel.
Unified Communication Strategy: Create a unified communication strategy that aligns messaging across initiatives. This helps avoid confusion and ensures that employees receive consistent information. To do this, data is required to be able to have a clear view in terms of communication content and planned releases.
3. Monitor and Adjust in Real-Time
The business environment is dynamic, and change initiatives need to be adaptable. Monitoring progress in real-time and being willing to adjust strategies is crucial for success. At a minimum, set up routine reporting timelines so that data and reporting are harmonised and embedded within the operating rhythms of those involved.
Real-Time Monitoring: Use real-time data to monitor the progress of each initiative. This allows you to identify issues early and make adjustments as needed.
Agile Approach: Adopt an agile approach to change management, where initiatives are continuously reviewed and adjusted based on feedback and changing circumstances.
Flexibility in Execution: Be prepared to pivot if an initiative is not delivering the expected results or needs to be adjusted based on the challenges of impacted business teams. This might involve reallocating resources, adjusting timelines, or even pausing initiatives that are not aligned with current business needs.
Successfully managing and aligning multiple change initiatives is a complex but achievable task. By establishing common metrics, conducting regular assessments, leveraging existing channels, and quantifying qualitative data, you can effectively measure adoption. Aligning initiatives for maximum business benefit requires prioritisation, integration, and real-time monitoring. For change management practitioners and leaders, these strategies are essential for driving organisational success in a world of increased rate of change. By strategically aligning multiple initiatives, you can ensure that the organisation not only adapts to change but thrives in it.
Though not elaborated, what is inherent in this article is the importance of behaviour in adoption, understanding it, and measuring it. To read more about driving behaviour change check out The Ultimate Guide to Behaviour Change.
In the world of change management, Go Lives are often seen as significant milestones. For many project teams, these events represent the culmination of months or even years of hard work, signaling that a new system, process, or initiative is officially being launched. It’s common for stakeholders to view Go Lives as a key indicator of the success of a change initiative. However, while Go Lives are undeniably important, relying on them as the primary measure of change impact can be misleading and potentially harmful to the overall change effort.
Go Lives are just one piece of the puzzle. Focusing too heavily on these milestones can lead to an incomplete understanding of the change process, neglecting crucial activities that occur both before and after Go Live. Let’s outline the risks associated with using Go Lives to report on change management impacts and offers best practices for a more holistic approach.
Go Lives: A Double-Edged Sword
Go Lives are naturally a focal point for project teams. They represent a clear, tangible goal, and the success of a Go Live can boost morale, validate the efforts of the team, and provide a sense of accomplishment. From a project delivery perspective, Go Lives are critical. They signal that the project has reached a level of maturity where it is ready to be released to the broader organization. In terms of resourcing and business readiness, Go Lives ensure that everything is in place for the new system or process to function as intended.
However, the very attributes that make Go Lives attractive can also make them problematic as indicators of change impact. The simplicity and clarity of a Go Live event can lead stakeholders to overestimate its significance, from a impacted business perspective. The focus on Go Lives can overshadow the complex and often subtle changes that occur before and after the event. While a successful Go Live is necessary for change, it is not sufficient to guarantee that the change will be successful in the long term.
The Pre-Go Live Journey: Laying the Foundation for Change
A significant portion of the change management journey occurs long before the Go Live date. During this pre-Go Live phase, various engagement and readiness activities take place that are critical to shaping the overall impact of the change. These activities include town hall meetings, where leaders communicate the vision and rationale behind the change, and briefing sessions that provide detailed information about what the change will entail.
Training and learning sessions are also a crucial component of the pre-Go Live phase. These sessions help employees acquire the necessary skills and knowledge to adapt to the new system or process. Discussions, feedback loops, and iterative improvements based on stakeholder input further refine the change initiative, ensuring it is better aligned with the needs of the organization.
These pre-Go Live activities are where much of the groundwork for successful change is laid. They build awareness, generate buy-in, and prepare employees for what is to come. Without these efforts, the Go Live event would likely be met with confusion, resistance, or outright failure. Therefore, it is essential to recognize that the impact of change is already being felt during this phase, even if it is not yet fully visible.
Post-Go Live Reality: The Real Work Begins
While the Go Live event marks a significant milestone, it is by no means the end of the change journey. In fact, for many employees, Go Live is just the beginning. It is in the post-Go Live phase that the true impact of the change becomes apparent. This is when employees start using the new system or process in their daily work, and the real test of the change’s effectiveness begins.
During this phase, the focus shifts from preparation to adoption. Employees must not only apply what they have learned but also adapt to any unforeseen challenges that arise. This period can be fraught with difficulties, as initial enthusiasm can give way to frustration if the change does not meet expectations or if adequate support is not provided.
Moreover, the post-Go Live phase is when the long-term sustainability of the change is determined. Continuous reinforcement, feedback, and support are needed to ensure that the change sticks and becomes embedded in the organization’s culture. Without these ongoing efforts, the change initiative may falter, even if the Go Live event was deemed a success.
The Risk of Misleading Stakeholders
One of the most significant dangers of focusing too heavily on Go Lives is the risk of misleading stakeholders. When stakeholders are led to believe that the Go Live event is the primary indicator of change impact, they may not fully appreciate the importance of the activities that occur before and after this milestone. This narrow focus can lead to a number of issues.
Firstly, stakeholders may prioritize the Go Live date to the exclusion of other critical activities. This can result in insufficient attention being paid to pre-Go Live engagement and readiness efforts or to post-Go Live adoption and support. As a consequence, the overall change initiative may suffer, as the necessary foundations for successful change have not been properly established.
Secondly, stakeholders may develop unrealistic expectations about the impact of the change. If they believe that the Go Live event will immediately deliver all the promised benefits, they may be disappointed when these benefits take longer to materialize. This can erode confidence in the change initiative and reduce support for future changes.
Finally, a narrow focus on Go Lives can create a false sense of security. If the Go Live event is successful, stakeholders may assume that the change is fully implemented and no further action is required. This can lead to complacency and a lack of ongoing support, which are essential for ensuring the long-term success of the change.
Best Practices for Reporting Change Management Impact
To avoid the pitfalls associated with relying on Go Lives as indicators of change impact, change management practitioners should adopt a more holistic approach to reporting. This involves considering the full scope of the change journey, from the earliest engagement activities to the ongoing support provided after Go Live. Here are some best practices for reporting on change management impact:
Integrate Pre-Go Live Metrics:
Track and report on engagement activities, such as attendance at town hall meetings, participation in training sessions, and feedback from employees.
Monitor changes in employee sentiment and readiness levels throughout the pre-Go Live phase.
Report on aggregate pan-initiative change initiative impost on business units, pre-Go Live
Emphasize Post-Go Live Support:
Develop metrics to measure the effectiveness of post-Go Live support, such as the number of help desk inquiries, employee satisfaction with the new system, and the rate of adoption.
Highlight the importance of continuous feedback loops to identify and address any issues that arise after Go Live.
Communicate the need for ongoing reinforcement and support to stakeholders, emphasizing that change is an ongoing process
Report on post-Go Live adoption time impost expected across initiatives
Provide a Balanced View of Change Impact:
Ensure that stakeholders understand that Go Live is just one part of the change journey and that significant impacts occur both before and after this event.
Use a combination of quantitative and qualitative data to provide a comprehensive view of change impact.
Regularly update stakeholders on progress throughout the entire change journey, not just at the time of Go Live.
Manage Expectations:
Clearly communicate to stakeholders that the full impact of the change may not be immediately visible at the time of Go Live.
Set realistic expectations about the timeline for realizing the benefits of the change.
Prepare stakeholders for potential challenges in the post-Go Live phase and emphasize the importance of ongoing support.
While Go Lives are important milestones in the change management process, they should not be used as the sole indicator of change impact. The journey to successful change is complex, involving critical activities before, during, and after the Go Live event. By adopting a more holistic approach to reporting on change management impact, practitioners can provide stakeholders with a more accurate understanding of the change journey, manage expectations more effectively, and ensure the long-term success of the change initiative.
The key takeaway is that change management is not just about delivering a project; it’s about guiding an organization through a journey of transformation. Go Lives are just one step in this journey, and it is the responsibility of leaders to ensure that every step is given the attention it deserves.
