Successful transformation is not just about having a clear strategy, the right technology, or a strong leadership team—it is about managing organisational energy effectively. Like a marathon, transformation requires a well-paced approach, allowing for the right breathing space at key milestones. Without careful attention to energy levels, organisations risk burnout, disengagement, and failure to sustain long-term change.
Understanding Organisational Energy
Organisational energy is the collective capacity of employees to take action, drive change, and sustain momentum. It encompasses physical, emotional, and cognitive dimensions, each playing a critical role in how teams navigate transformation. Unlike resources such as time and budget, energy is dynamic—it can be depleted through excessive demands or replenished through strategic interventions.
The Marathon Mindset: Pacing and Breathing Spaces
Transformation is a long journey, not a sprint. Like seasoned marathon runners, organisations must be intentional about pacing and ensuring adequate recovery points along the way. Leaders often push for rapid results, but sustained transformation requires:
Phased Implementation: Breaking down transformation into manageable phases with defined milestones.
Strategic Pauses: Allowing teams to absorb changes, reflect on progress, and recalibrate before moving to the next stage.
Energy Checks: Regularly assessing engagement levels, stress indicators, and feedback to adjust the pace accordingly.
Neglecting these aspects leads to fatigue, resistance, and disengagement—ultimately derailing transformation efforts.
Awareness of Existing Capabilities and Change History
Before embarking on a transformation journey, organisations must understand their baseline. Awareness of existing capabilities, ways of working, and historical transformation experiences provides predictive indicators of how change should be approached.
Key Considerations:
Past Change Successes and Failures: What has worked and what hasn’t? Understanding past patterns helps anticipate potential resistance or enablers.
Current Workload and Fatigue Levels: Are employees already stretched with existing initiatives? Overloading teams will compromise focus and execution quality.
Organisational Culture: Some cultures thrive on rapid change, while others require gradual adoption. Aligning transformation efforts with cultural realities is critical.
By assessing these factors, leaders can tailor transformation strategies to fit the organisation’s energy levels and capacity.
Building Organisational Stamina: Start Small, Scale Up
Just as athletes build endurance through progressive training, organisations must strengthen their transformation muscle over time. This means introducing smaller changes first to test resilience and capability before scaling up to more complex shifts.
How to Build Organisational Stamina:
Start with Pilot Initiatives: Test new ways of working in controlled environments before expanding.
Gradually Increase Complexity: Move from small process improvements to larger-scale changes, ensuring teams adapt successfully at each stage.
Celebrate Early Wins: Recognising progress builds confidence and motivation to tackle bigger challenges.
Provide Learning Opportunities: Equip teams with skills and tools that enhance adaptability and readiness for change.
Leaders who adopt this progressive approach foster a resilient workforce that can sustain transformation efforts over time.
Teams with good change leaders or those teams with significant experience with change tend to be more able to work with greater volumes of change as well as greater complexity of change. With each change initiative, with the right structure, routines (including retro), the team’s capability can be built to be ready for larger, more complex transformations.
Balancing Focus and Intensity
Attention is a finite resource. When teams are bombarded with multiple initiatives, priorities become diluted, and execution suffers. Managing focus effectively is essential to maintaining high performance during transformation.
Strategies for Maintaining Focus:
Limit Concurrent Initiatives: Prioritise the most critical changes and sequence others to avoid overload.
Establish Clear Priorities: Ensure alignment across leadership to prevent conflicting demands on teams.
Monitor Workload and Stress Levels: Pay close attention to employee well-being and adjust intensity as needed.
Encourage Deep Work: Create space for teams to focus without constant distractions or shifting priorities.
When focus is scattered, transformation efforts lose momentum. By managing cognitive load, leaders enable employees to fully engage with and execute changes effectively.
The Importance of a Clear Plan
While agile methodologies emphasise adaptability, having a structured plan provides essential clarity for employees navigating complex change. Transformation without a roadmap leads to uncertainty, anxiety, and resistance. This does not necessarily mean that plans are locked in stone and cannot be changed. In contrast to this, having a plan provides a frame of reference, and expectations can be set that details including timeline may shift but that the high level approach remains the same.
Why a Clear Plan Matters:
Provides Direction: Employees need to know where the organisation is headed and how they fit into the journey.
Reduces Uncertainty: Even if adjustments are made, a baseline plan offers reassurance and stability.
Enhances Engagement: When people understand the “why” and “how” of transformation, they are more likely to commit.
Prepares for Change: Last-minute changes create confusion and stress—early planning allows for smoother transitions.
Balancing Planning with Agility
While plans must be flexible, abandoning structure altogether creates chaos. Leaders should:
Communicate a High-Level Roadmap: Outline key phases and milestones without overloading with unnecessary detail.
Adapt Plans Responsively: Incorporate feedback and lessons learned, adjusting course without losing sight of long-term goals.
Engage Employees in Planning: Co-creation fosters ownership and reduces resistance.
A well-structured transformation plan provides clarity and confidence, making it easier for teams to adapt and sustain change.
To ensure the optimal management of organisational energy, measurement is essential. Organisations need clear yardsticks to assess energy levels, performance, and transformation progress, allowing leaders to make informed adjustments when needed. Without measurement, it is impossible to determine whether teams are operating at an optimal pace or experiencing fatigue and disengagement.
Key Metrics to Track:
Change Impact Data: Understanding the magnitude of transformation on various teams helps adjust implementation approaches.
Balance Energy Demand and Supply: Leaders should prioritize work strategically, focusing on high-impact initiatives while minimizing unnecessary demands. Simultaneously, they should inspire teams by articulating a compelling vision that connects the various dots across changes
Change Readiness Assessments: Gauging employees’ preparedness for change ensures the right support mechanisms are in place.
Sentiment Analysis: Regular pulse surveys and feedback loops help identify resistance, concerns, and engagement levels.
Performance Metrics: Tracking productivity, efficiency, and key deliverables helps align transformation with business outcomes.
Adoption Rates: Measuring how well new processes, tools, or ways of working are being integrated ensures long-term sustainability.
By continuously monitoring these indicators, leaders can fine-tune transformation efforts, ensuring that momentum is sustained while preventing burnout and resistance.
Leading with Energy Management
The success of any transformation effort hinges on how well organisational energy is managed. Leaders must act as stewards of energy—pacing initiatives appropriately, building stamina, maintaining focus, and providing clear direction.
By treating transformation like a marathon—strategically balancing intensity with recovery, testing capabilities before scaling, and ensuring clarity—organisations can sustain momentum and achieve lasting success. Managing organisational energy is not just a leadership responsibility; it is the foundation for thriving in an ever-evolving business landscape.
Transformation and change professionals often find themselves in the position of defending the value of change management. Despite the critical role that change management plays in ensuring successful project outcomes, many stakeholders remain sceptical. Some view it as a discretionary cost rather than an essential function. Many change management centres of excellences have faced the axe or at least been downsized.
This scepticism can be exacerbated by comments that dismisses roles such as change managers as unnecessary. In Australia, there are even comments by a politician that positions such as change manager “do nothing to improve the lives of everyday Australians”. The context of this comment was targeting positions related cultural, diversity and inclusions advisors, along the same lines as that driven by Trump in the United States. This has upset a lot of change professionals as you can imagine.
To counter this, Change Management Centres of Excellence (CoEs) must move beyond advocacy and education to proactively demonstrate their tangible value. Let’s explore practical approaches to proving the value of change management, ensuring its sustained recognition and investment.
1. Leverage Empirical Research to Support Your Case
There is substantial research demonstrating that change management interventions lead to improved project outcomes. Change practitioners can use these studies as evidence to substantiate their value. For example:
Prosci Research has consistently shown that projects with excellent change management are significantly more likely to achieve their objectives compared to those with poor change management. According to the Best Practices in Change Management study, 88% of participants with excellent change management met or exceeded objectives, while only 13% of those with poor change management met or exceeded objectives. This means that projects with excellent change management were approximately seven times more likely to meet objectives than those with poor change management (Source).
Even implementing fair change management practices can lead to a threefold improvement in project outcomes (Source).
McKinsey found that transformation initiatives are 5.8 times more successful if CEOs communicate a compelling change story, and 6.3 times more successful when leaders share messages about change efforts with the rest of the organisation (Source).
By framing change management as an evidence-based discipline, Change CoEs can strengthen their credibility and influence senior stakeholders. Furthermore, sharing industry benchmarks and case studies showcasing successful change management implementations can add weight to the argument.
2. Calculate the Financial Value of Managing a Change Portfolio
Executives prioritize financial metrics, making it essential to quantify the financial impact of change management. This article How to calculate the financial value of managing a change portfolio provides a structured approach to calculating the financial value of managing a change portfolio. Some key financial considerations include:
Productivity Gains: Effective change management reduces employee resistance and increases adoption rates, leading to quicker realization of benefits. For instance, if a new system is introduced, strong change management ensures employees use it efficiently, eliminating productivity dips.
Cost Avoidance: Poorly managed change efforts can lead to rework, delays, and even project failures, incurring significant costs. For example, a failed system implementation due to lack of change management could require millions in additional investments to correct issues and retrain employees.
Revenue Acceleration: When changes are adopted swiftly and efficiently, organisations can capitalize on new opportunities faster. In industries such as retail, banking, and technology, time-to-market is critical. The faster employees and customers adapt to new changes, the sooner the organisation can generate revenue from those changes.
Risk Mitigation: Resistance and poor change adoption can lead to compliance risks, reputational damage, and disengagement, all of which have financial implications. A compliance failure due to lack of engagement in a new regulatory process could lead to fines and reputational loss.
To make this more tangible, Change CoEs should create financial models that quantify the cost of failed change initiatives versus successful ones. They can also track and report savings from avoided risks and improved efficiency, linking these directly to the organisation’s bottom line.
3. Demonstrate Value Through Behaviour Change
One of the most effective ways to prove the impact of change management is by tracking behaviour change. Change is not successful unless employees adopt new ways of working, and this can be measured using:
Adoption Metrics: Track usage rates of new systems, tools, or processes. For instance, if a company implements a new CRM system, measuring login frequency, data entry consistency, and feature utilization can indicate successful adoption.
Performance Data: Compare key performance indicators (KPIs) before and after change implementation. If a new customer service protocol is introduced, tracking customer satisfaction scores and response times will provide tangible insights into its effectiveness.
Employee Surveys: Gauge sentiment and readiness for change. Pulse surveys can reveal how confident employees feel about a transformation and whether they understand its purpose and benefits.
Stakeholder Feedback: Capture qualitative insights from leaders and frontline employees. Executives often rely on direct feedback from managers to gauge whether changes are being embraced or resisted.
By presenting a clear narrative that links change management efforts to observable behaviour shifts, Change CoEs can make their value more tangible. It is also beneficial to conduct longitudinal studies, tracking behaviour change over time to ensure sustained impact.
Imagine being able to present a set of behaviour metrics that are forward looking measures for benefit realisation. This can position favourably the tangible value of change management activities and approaches.
Customer Experience Improvements: Measure customer satisfaction before and after change initiatives. If a change initiative improves customer interactions, metrics such as Net Promoter Score (NPS) and retention rates will reflect its impact.
Employee Engagement and Retention: Effective change management reduces uncertainty and anxiety, leading to better engagement and lower attrition. Organisations that manage change well see lower absenteeism and stronger workforce commitment.
Organisational Agility: Organisations with strong change management capabilities adapt faster to market disruptions. Companies that successfully embed change management in their DNA are more resilient during economic downturns or competitive shifts.
Cultural Transformation: Change management plays a key role in shaping corporate culture, which influences long-term business success. For example, embedding a culture of continuous learning can make future change initiatives easier to implement.
By framing change management as a driver of strategic outcomes, rather than just an operational function, Change CoEs can enhance their perceived value.
5. Position change as a key part of risk management
Demonstrating the value of change management through risk management is a powerful approach for the Change CoE. By highlighting how effective change management mitigates various risks associated with organisational change, you can justify its importance and secure necessary support and resources.
This is particularly useful and important for the financial services sector where risk is now the front and centre of attention for most senior leaders, with the increasingly intense regulatory environment and scrutiny by regulators.
Risk in Change
Change initiatives inherently carry risks that can impact an organisation’s operations, culture, and bottom line. Effective change management helps identify and address these risks proactively. By implementing a robust change risk management framework, organisations can adapt their overall risk management strategies to cover change-related risks throughout the project lifecycle. This approach allows for early identification of potential obstacles, enabling timely interventions and increasing the likelihood of successful change implementation.
Delivery Risk
Change management plays a crucial role in mitigating delivery risks associated with project implementation. While project managers typically focus on schedule, cost, and quality risks, change managers can identify and manage risks that are delivered into the business as a result of the change. By working closely with project managers, change professionals can introduce processes to minimize the potential business impact of these delivered risks during project delivery. This collaboration ensures that the project not only delivers the required change but does so with minimal disruption to the organisation.
Quantifying Risk Mitigation
To further demonstrate the value of change management, it’s essential to quantify its contribution to risk mitigation. By adapting the organisation’s risk assessment matrix or tools, change managers can determine the probability and potential impact of each identified risk. This analysis allows for prioritization of risks and implementation of appropriate mitigation strategies.
By tracking how change management interventions reduce the likelihood or impact of these risks, you can provide tangible evidence of its value to senior leadership. By framing change management as a critical component of risk management, you can shift the conversation from justifying its existence to showcasing its indispensable role in ensuring successful organisational transformations. This not only demonstrates the value of change management but also aligns it with broader organisational goals of risk reduction and strategic success.
6. Proactively Measure and Track Value Delivery
Tracking and reporting the tangible value created by change management is essential. Organisations frequently undergo leadership transitions, and new decision-makers may question the need for a Change CoE. A well-documented history of impact ensures continuity and ongoing investment.
McKinsey research indicated that Transformations that provide both initiative-level and program-level views of progress through relevant metrics are 7.3 times more likely to succeed (Source).
To achieve this:
Develop a Change Management Dashboard: Use KPIs to track adoption rates, employee readiness, and impact on business metrics.
Create Case Studies: Document success stories with before-and-after comparisons. Case studies should include challenges, change management interventions, and final outcomes.
Conduct Quarterly Impact Reviews: Regularly present insights to senior leaders. Demonstrating trends and ongoing improvements ensures continued executive buy-in.
Link Change Efforts to Strategic Priorities: Show how change management enables key business goals, such as revenue growth, market expansion, or operational efficiency.
7. Shift from Education to Results-Driven Influence
While stakeholder education is important, it has limitations. Many executives have preconceived notions about change management. Rather than relying solely on relationship-building, focus on delivering results that speak for themselves. Key strategies include:
Pilot Programs: Run small-scale change initiatives with measurable impact. If an executive is sceptical, a successful pilot can turn them into an advocate. It is highly unlikely that executives will not want to see metrics that indicate how effective a change initiative is progressing.
Strategic Partnerships: Align with key business units to co-own change success. Partnering with Finance, HR, Risk, Operations and IT leaders can reinforce the business value of change management.
Agile Change Management: Deliver incremental wins to showcase immediate value. Iterative, feedback-driven approaches ensure continuous improvement and visibility.
Change management professionals must move beyond justification and actively prove their worth. By leveraging empirical research, financial calculations, behaviour tracking, alternative value measures, and proactive reporting, Change CoEs can secure their place as indispensable business functions. In a world where scepticism towards roles like change management persists, the best defence is a compelling, evidence-based demonstration of impact.
Do We Really Need a View of Changes Across the Organisation?
As the pace of change accelerates, senior leaders are increasingly asking for a comprehensive view of changes happening across the organisation. However, not everyone sees the need for this. Some change practitioners focus solely on project-level implementation, while others concentrate on developing change capability or leadership. So, is a broad organisational view of change necessary? The short answer is yes—and here’s why.
Why is a View of Changes Important?
1. Understanding Change is Key to Improving It
Managing change effectively requires a clear understanding of what is changing. Without visibility into the scope and nature of changes, how can we improve them? Imagine if Finance attempted to manage an organisation’s finances without access to financial data. The same principle applies to change management—without insights into ongoing changes, making informed improvements to how change is managed becomes impossible or at least ineffective.
A holistic view also helps identify patterns and systemic issues that may not be visible when looking at changes in isolation. For example, if multiple teams are experiencing resistance to similar types of change, it may indicate an underlying cultural or structural issue rather than a problem with individual initiatives.
2. Avoiding a Myopic View
Many change practitioners operate at the project level, focusing on the change they are driving without visibility into other initiatives. This narrow focus can lead to conflicting priorities, resource constraints, and stakeholder fatigue. A fragmented approach often results in duplication of effort, where multiple teams work on similar initiatives without coordination, wasting time and resources.
A lack of visibility can also cause bottlenecks. For instance, two major transformation projects requiring input from the same group of employees may create undue pressure, leading to burnout and decreased productivity. With an organisational view, leaders can identify these risks in advance and implement measures to mitigate them, such as staggering implementation timelines or providing additional support.
3. Taking a Human-Centred Approach
A human-centred approach to change means viewing change from the perspective of impacted stakeholders rather than just from a project lens. Employees and customers experience multiple changes together, not in isolated silos. To design change experiences that work, we must understand the overall change landscape and how it affects people’s daily work and interactions.
Without a consolidated view, employees may feel overwhelmed by frequent, disconnected changes. This often leads to change fatigue, disengagement, and resistance. By considering how multiple changes intersect, organisations can design more coherent and supportive transition experiences for their people, improving adoption rates and overall satisfaction.
There are some who would rather not use the term ‘change fatigue’. Sure. Other labels may be used instead. However, not acknowledging its existence does not mean that it does not exists. We can choose to not label and not address the impacts of multiple changes. By doing this it will not magically go away. This is not going to help the business perform better and reach its targets.
4. Supporting Leadership in Managing Business Performance
Leaders are concerned about how changes impact business performance. Without a consolidated view of what is changing, how those changes interact, and their organisational impact, it is difficult to provide meaningful insights. A structured view of change enables leaders to make informed decisions, mitigate risks, and optimise the overall change portfolio to support business objectives.
For example, if an organisation is rolling out a new customer relationship management (CRM) system while simultaneously restructuring its sales teams, leaders need to assess whether these initiatives will complement or hinder each other. Without this awareness, they may inadvertently introduce inefficiencies, such as duplicate training efforts or conflicting performance expectations.
5. Enhancing Organisational Readiness for Change
A key benefit of having a comprehensive view of change is improving organisational readiness. Readiness is not just about preparing individuals for a specific change but ensuring the organisation as a whole is capable of absorbing and adapting to continuous transformation.
An organisation that understands its change landscape can proactively assess its capacity for change at any given time. If several major initiatives are running concurrently, leaders can evaluate whether the organisation has the resources, cultural maturity, and leadership alignment to support them. Without this visibility, companies risk overloading employees and creating resistance due to excessive, poorly timed changes.
Furthermore, readiness assessments can identify gaps in capability, such as the need for additional training, clearer communication, or adjustments in leadership support. When organisations have a clear view of upcoming changes, they can put proactive measures in place, such as phased rollouts, targeted engagement efforts, or reinforcement mechanisms, to ensure smoother transitions and greater adoption success.
6. How an Integrated View of Change Supports Business Readiness
An integrated view of change enables organisations to move beyond reactive change management and embrace proactive change readiness. By mapping all significant transformations across the business, leaders can anticipate challenges, synchronise efforts, and prepare employees more effectively.
For example, if a company is implementing a new enterprise resource planning (ERP) system while also shifting to a hybrid work model, an integrated change view allows decision-makers to assess whether these changes will create conflicting demands on employees. Instead of overwhelming teams with simultaneous process and technology shifts, adjustments can be made to stagger rollouts, align training programs, and provide tailored support.
Additionally, when businesses have a comprehensive perspective on change, they can implement readiness initiatives such as leadership coaching, employee engagement strategies, and resilience-building programs well in advance. This ensures that by the time changes take effect, the organisation is not just aware of them but fully prepared to embrace and sustain them. An integrated approach fosters a culture of adaptability, making the business more resilient in the face of continuous transformation.
Addressing Common Concerns: “It’s Too Complicated”
A frequent argument against establishing an organisation-wide change view is that it is too complex and resource-intensive. However, this does not need to be the case.
1. Start Small and Scale Gradually
Instead of attempting a whole-organisation approach from the outset, begin with a stakeholder lens. Understand how changes impact specific stakeholder groups, then expand to teams, departments, and eventually the entire organisation. This phased approach ensures manageable progress without overwhelming stakeholders.
One way to do this is by focusing on a single high-impact function, such as IT or HR, and mapping their change landscape before expanding outward. By demonstrating value in a contained environment, it becomes easier to gain buy-in for broader adoption.
2. Begin with Basic Data
There is no need to start with an elaborate data set. A simple list of initiatives is enough to begin forming a picture. Over time, additional data points—such as timelines, affected stakeholders, and interdependencies—can be added to enhance visibility and analysis.
Many organisations already have elements of this data scattered across different departments. Consolidating this information in a central repository can be a quick win that provides immediate value without requiring extensive new processes.
3. Take an Agile, Iterative Approach
Building a change view incrementally allows for continuous refinement and adaptation. By adopting an agile mindset, practitioners can deliver immediate value while progressively enhancing the data set. This approach ensures that the effort remains practical and sustainable while demonstrating benefits to stakeholders at each stage.
Using lightweight collaboration tools, such as shared spreadsheets or simple dashboard software, can help kickstart the process without significant investment in complex change management platforms.
Once you progress to a more sophisticated level where you need AI support and advanced dashboarding, check out Change Compass.
The Benefits of an Organisational View of Change
1. Improved Stakeholder Experience
By understanding the cumulative impact of multiple changes, organisations can better manage stakeholder experiences. Employees are often subject to change saturation when faced with numerous uncoordinated initiatives. A holistic view enables better sequencing and pacing of change to ensure smoother transitions.
2. Enhanced Risk Management
Without an overarching view, risks associated with overlapping initiatives may go unnoticed until issues arise. Identifying potential bottlenecks and conflicts early helps in designing mitigating strategies before problems escalate. Risks may include program delivery risk, operational risk, benefit realisation risk and various people risks.
3. Better Resource Allocation
Organisations often face resource constraints, whether in terms of budget, personnel, or time. A consolidated view helps leaders prioritise initiatives effectively, ensuring that resources are allocated to high-impact changes while minimising inefficiencies.
4. Strengthened Leadership Decision-Making
Leaders require data-driven insights to make informed strategic decisions. A comprehensive change landscape provides clarity on what is happening across the organisation, empowering leaders to align transformation efforts with business objectives.
Practical Steps to Establish an Organisation-Wide Change View
Step 1: Identify Key Stakeholders
Begin by engaging stakeholders across the organisation to understand their concerns and expectations. These may include senior executives, department heads, project managers, and frontline employees.
Step 2: Map Current and Upcoming Changes
Compile a list of all ongoing and planned initiatives. Categorise them by business function, timeline, impacted teams, and strategic priority. This will create an initial snapshot of the change landscape.
Step 3: Identify Interdependencies
Assess how different initiatives interact with each other. Are there overlapping resource requirements? Do changes in one area impact another? Recognising these dependencies enables better coordination and minimises disruption.
Step 4: Develop a Change Portfolio View
Use visualisation tools to represent the collected data in a meaningful way. Heatmaps, Gantt charts, and stakeholder impact matrices can help illustrate the overall change picture.
Step 5: Implement Governance Structures
Establish governance mechanisms to continuously update and refine the change portfolio. This may involve periodic reviews, a centralised change coordination team, or designated change champions within each department.
Step 6: Communicate Insights Effectively
Share findings with stakeholders in a digestible format. Providing clarity on how changes align with organisational priorities fosters engagement and encourages proactive collaboration.
Future Trends in Organisational Change Visibility
1. Increased Use of Digital Tools
Advanced analytics, AI-driven insights, and dashboard visualisation tools are making it easier to track and analyse change across an organisation in real-time.
2. Integration with Business Strategy
Change management is increasingly being embedded within broader business strategy execution and performance metrics tracking, ensuring alignment with long-term goals.
3. Greater Focus on Employee Experience
Organisations are recognising the importance of measuring change from an employee perspective. This includes sentiment analysis, real-time feedback loops, and adaptive communication strategies.
A comprehensive view of change across an organisation is not just a ‘nice-to-have’—it is essential for effective change management. It enables better decision-making, reduces unintended consequences, and enhances the overall employee experience. While establishing such a view may seem complex, taking a pragmatic, step-by-step approach makes it achievable and valuable.
For experienced change and transformation professionals, this shift in perspective is not just about managing change—it’s about leading it effectively in an increasingly dynamic world.
Change management and clinical psychology, while seemingly distinct disciplines, share a foundational principle: both are focused on people and their ability to adapt, grow, and thrive through transitions. Change managers navigate organizational transformation, helping individuals and groups adjust to new realities, while clinical psychologists support individuals in addressing psychological challenges and fostering mental wellness. By exploring the practices of clinical psychologists, change managers can adopt a more evidence-based, empathetic, and tailored approach to managing change.
We delve into how clinical psychologists approach their work, highlighting principles and practices that can inform and enhance change management strategies.
Clinical Psychology: An Evidence-Based Practice
At its core, clinical psychology is deeply rooted in science. Clinical psychologists rely on evidence-based methods to understand, assess, and treat psychological issues. Their approach includes:
Assessment through Observation and Interviews
Clinical psychologists begin by observing symptoms and conducting detailed interviews to gain insights into an individual’s mental health. They evaluate not only the reported symptoms but also environmental and contextual factors influencing the individual’s well-being. This comprehensive assessment forms the basis for understanding the person’s unique situation.
Tailored Treatment Plans
Clinical psychologists craft individualized treatment plans based on their assessments. These plans are not static; they evolve based on the individual’s progress, feedback, and emerging needs. By constantly monitoring outcomes, they ensure the approach remains effective and relevant.
Cognitive-Behavioural Strategies
Cognitive-behavioural therapy (CBT) is a cornerstone of clinical psychology. It operates on two levels:
Cognitive: Addressing and reshaping unhelpful thought patterns that influence emotions and behaviours.
Behavioural: Directly targeting behaviours to create positive changes in day-to-day functioning.
These principles provide a structured yet flexible framework for guiding individuals toward improved mental health and well-being.
Parallels Between Clinical Psychology and Change Management
Change management, like clinical psychology, requires a nuanced understanding of human behaviour and a strategic approach to fostering adaptation. Here are key parallels and insights that change managers can draw from clinical psychology:
1. Evidence-Based Assessments
In organizational settings, change managers must assess the current state to identify potential challenges and opportunities. Borrowing from clinical psychology, they can develop a more scientific approach by:
Conducting interviews and surveys to understand employee concerns, resistance, and expectations.
Observing team dynamics and organizational culture to identify systemic barriers to change.
Analyzing environmental factors, such as stakeholder needs, organisational cultural traits and industry factors.
This evidence-based diagnostic process allows change managers to pinpoint issues with precision, ensuring their interventions are well-informed and targeted.
2. Tailored Change Strategies
Just as clinical psychologists create personalized treatment plans, change managers should design strategies tailored to their organization’s specific needs. This involves:
Recognizing that one-size-fits-all approaches rarely succeed in complex organizational ecosystems.
Customizing interventions based on the unique characteristics of teams, departments, and leadership styles.
Adapting strategies dynamically as new challenges arise or as feedback is gathered during implementation.
For example, a department struggling with resistance to new technology may require hands-on coaching and reassurance, while another may benefit more from open forums for dialogue and feedback.
3. Focus on Cognitive and Behavioural Dimensions
Cognitive-behavioural strategies in clinical psychology offer valuable insights for managing change.
Cognitive Aspect:
Change often triggers fear, uncertainty, and doubt. By addressing these thought patterns, change managers can help individuals reframe their perspectives. For example:
Communicating the benefits of change in clear, relatable terms to counteract negative assumptions. Position the change in a way that helps to inspire people and encourage them to come onboard the change process
Offering opportunities for employees to voice their concerns, fostering a sense of control and participation.
Behavioural Aspect:
Behavioural change is essential for successful adaptation. Change managers can:
Encourage new behaviours through positive reinforcement, such as recognition programs. Other methods include leader or champion role modelling, measurement and feedback.
Provide practical tools and resources to help employees adopt new processes or technologies.
By targeting both cognition and behaviour, change managers can facilitate deeper, more sustainable transformations.
Applying Clinical Psychology Principles in Change Management
To effectively integrate the principles of clinical psychology into change management, practitioners should consider the following actionable steps:
Step 1: Conduct a Holistic Assessment
Use diagnostic tools such as stakeholder analysis, employee sentiment surveys, and readiness assessments to gather comprehensive data.
Identify key influencers, potential resistors, and systemic issues that may impact the change effort.
Step 2: Develop a Personalized Approaches
Segment stakeholders based on their unique needs, roles, and levels of impact. Use personas where helpful to gain deeper sense of preferences, challenges and needs.
Design interventions that align with these segments. For example, senior leaders may require coaching on communication strategies, while frontline employees might benefit from hands-on workshops.
Step 3: Monitor and Adjust Strategies
Implement feedback loops to track progress and outcomes.
Use data analytics and qualitative feedback to tweak strategies as needed. For instance, if resistance persists, additional engagement sessions, leader encouragement or communication campaigns might be warranted.
Step 4: Foster Constructive Cognition
Encourage employees to view change as an opportunity for growth rather than a threat. Using a cognitive behavioural approach, ‘constructive self-talk’ can be utilised to be positioned as communication phrases (as well as leader or change champion talking guides) and positioning to influence how employees think about the change. Positive behaviours should also be acknowledged, role modelled and reinforced by leaders.
E.g. Rather than employees feeling like “here is another change that we need to go through that will mean we are busier and need to work longer”, use communication phrases such as “we are making it easier for our customers” or “we are contributing to reducing the complexity through this new process” at a level that targeted employee groups can connect to.
Share success stories and celebrate small wins to build momentum and confidence.
Step 5: Prioritize Emotional Well-Being
Recognize the emotional toll that significant change can take. Identifying the emotions that employee groups are feeling is the first step (as distinct from what they are thinking or saying). Offer resources such as coaching, change champion or peer support groups, or group workshops. Equip leaders with the skills to provide empathetic support to their teams.
Also, take holistic approach to look at the change environment for impacted stakeholders and assess the change loading can reveal potential risks in people capacity challenges that could derail the change.
Case Study: Clinical Psychology-Inspired Change Management
Consider an organization undergoing a major digital transformation. Employees are required to adopt new technologies, shift workflows, and learn new skills. Resistance is high, with many expressing anxiety and frustration.
Step 1: Assessment
A series of focus groups and surveys reveal that employees feel unprepared and fear obsolescence. Leaders recognize a culture of risk aversion and limited digital literacy.
Step 2: Tailored Strategy
Based on these insights, the change management team implements a phased approach:
Cognitive: Town halls and internal campaigns highlight the long-term benefits of digital transformation, such as enhanced job security and efficiency.
Behavioural: Practical workshops and mentoring programs are introduced to build digital skills incrementally.
Step 3: Monitoring and Adaptation
As the rollout progresses, feedback indicates a need for additional hands-on support. The team introduces digital “help desks” and assigns technology champions in each department.
Step 4: Celebrating Wins
Early adopters are recognized through an internal awards program, creating positive reinforcement for desired behaviours.
The result? A smoother transition, increased adoption rates, and improved employee confidence in navigating the change.
Challenges and Considerations
While clinical psychology offers valuable lessons, change managers must adapt these principles to fit organizational contexts. Key considerations include:
Balancing individual and collective needs. While clinical psychology focuses on individuals, change management must address both individual and group dynamics.
Recognizing limitations in time and resources. Unlike therapy, organizational change often operates within tight deadlines and budgets.
Navigating power dynamics and politics inherent in organizational settings.
By being mindful of these challenges, change managers can apply clinical psychology principles effectively and pragmatically.
The synergy between clinical psychology and change management offers a powerful toolkit for navigating the complexities of human behaviour during change. By adopting evidence-based assessments, tailoring strategies, and leveraging cognitive-behavioural insights, change managers can foster more effective and sustainable transformations. Ultimately, integrating these principles enhances not only the success of change initiatives but also the well-being of the individuals and teams at their core.
Change adoption is the heart of every change practitioner’s work. It’s the primary measure of whether a change initiative truly succeeds, yet, surprisingly, many organizations still fail to adequately track, measure, and manage change adoption. Without a clear understanding of how well end-users are adopting the change, it’s nearly impossible to gauge the initiative’s real impact on the business. Change adoption must be both intentional and managed, not just assumed.
If you search for change adoption on Google the top articles seem to refer to the same things. These include transition preparation, communication, training and support. The top 2 articles are by Whatif and Walkme and seem to emphasise the importance of in-app training products they offer. The Prosci article emphasise the ADKAR model on the other hand.
While common strategies for change adoption—such as communication, training, and support—are essential, these are foundational steps and not the complete formula for sustained adoption. There’s a nuanced spectrum of factors that contribute to adoption, including the type of change, the stakeholders, the organization’s capacity for change, measurement metrics, and performance management. The following insights explore these core factors and share practical strategies, bolstered by real-world examples, to help change practitioners improve adoption rates across their organizations.
1. Understanding the Type of Change
The nature of the change plays a significant role in determining how to drive adoption. A change can range from a simple update in process to a fundamental shift in behaviour, and this range requires different approaches:
– Simple Changes : Minor changes, like a new software feature or a small process tweak, may only need a basic communication update. For instance, consider an HR team implementing a new self-service portal for employees to access their pay stubs. In this case, a simple email announcement explaining how to access the feature, along with a short tutorial video, might be all that’s required to ensure adoption.
– Complex, Behavioural Changes : For more complex changes that impact behaviours or workflows, adoption strategies need to be more involved. Imagine an organization implementing a new performance review system that shifts from annual reviews to ongoing, quarterly feedback sessions. This type of change isn’t just procedural—it demands a shift in how employees and managers think about performance. Here, communication alone won’t be sufficient. It requires ongoing training, leadership modeling, reinforcement through feedback loops, and alignment with performance metrics. Regular team meetings can serve as a platform for leaders to showcase the change, while role-playing sessions can help embed the new behaviours.
Analogy : Think of the change type as similar to cooking different dishes. For a quick salad, all you need is the right ingredients and a bowl to toss them in. For a complex dish like a soufflé, you’ll need precise measurements, specific tools, and careful monitoring to ensure it doesn’t collapse. The type of change similarly determines the level of preparation and intervention required.
2. Tailoring Strategies to Stakeholder Types
Understanding your end-users or stakeholders—those directly impacted by the change—is crucial. Each group will have different engagement channels and needs, which means you can’t rely on a one-size-fits-all communication plan. To drive adoption, you need to deliver information in ways that resonate with each audience.
– Identify Effective Channels : For example, one team may prefer to discuss updates in weekly meetings, while another may respond better to monthly town hall sessions. When a global retail company rolled out a new inventory management system, the change team customized its communication and training by region. Regional managers were empowered to communicate the changes in a way that suited their teams’ preferences, whether that meant team huddles, newsletters, or one-on-one conversations. As a result, the change was embraced much more readily because each team felt that the approach was tailored to their needs.
– Build Change into Routine Communication : To make the change part of the team’s daily workflow, leverage existing channels, like monthly business reviews or quarterly updates. For instance, if sales teams have weekly performance meetings, consider incorporating brief updates about how the change (such as a new CRM feature) can benefit their sales process, along with success stories from team members.
Analogy : Think of stakeholder engagement as similar to hosting a dinner party. You wouldn’t serve the same meal to every guest without considering their preferences. Similarly, change practitioners need to “serve” the change in ways that appeal to each stakeholder group’s tastes and communication preferences.
3. Aligning with Organisational Change Capacity
Change capacity—the organization’s ability to absorb and adopt change—is a critical but often overlooked factor. The timing of introducing new changes matters, especially when the change is complex. If an organization is already handling multiple projects or transformations, adding another initiative can result in resistance or “change fatigue.”
– Manage Competing Priorities : Suppose a financial services company is simultaneously upgrading its internal software, launching a new customer-facing app, and implementing a data security compliance initiative. Launching yet another change, like a new employee recognition program, may overwhelm employees, who may deprioritize it in favour of what they perceive as more urgent projects. Change practitioners should work closely with program managers to prioritize initiatives and strategically phase them to avoid saturation.
– Change Portfolio Management : Treat change initiatives as part of a portfolio. By actively managing this portfolio, you can ensure changes are introduced in waves that the organization can absorb. Regularly review the status of active changes with stakeholders to reassess the capacity and timing. This way, your adoption efforts won’t be diluted by other competing projects.
Analogy : Imagine trying to load groceries into an already-full refrigerator. Some items will fit, but others might have to wait. The same concept applies to organizational change capacity—only so much can fit into the organization’s “refrigerator” at once before things start falling out.
4. Defining and Measuring Adoption Metrics
Effective change adoption strategies hinge on clear metrics. Without defined adoption goals and measurement tools, it’s difficult to determine if users are actually embracing the change or merely checking boxes. Metrics will vary depending on the change and should be relevant to the behaviours or outcomes desired.
– Set Clear Adoption Metrics : For example, a company introducing a new collaborative software might measure adoption through the frequency of use, the number of shared documents, or the volume of cross-departmental activity within the platform. Each of these metrics helps track actual usage and determine if employees are using the tool to its full potential.
– Gauge Awareness, Willingness, and Competency : Assess and understand stakeholder readiness for the change at hand. Do they have the awareness, motivation and know-how for the new expected behaviours? Conduct regular surveys or feedback sessions to assess where teams are on the adoption curve. This approach can highlight areas where additional support is needed, such as more coaching or stronger reinforcement from leadership.
Analogy : Think of adoption metrics like the gauges in a car’s dashboard. Each gauge (speed, fuel, engine temperature) provides specific insights into the car’s overall performance, just as adoption metrics give insights into how well a change is taking hold within the organization.
5. Ongoing Performance Management for Sustained Adoption
Adoption isn’t a “one and done” effort. It requires continuous management, monitoring, and, ideally, integration into performance management. By tracking and reinforcing adoption metrics over time, organizations can keep the change front and centre and drive deeper, lasting adoption.
– Incorporate Adoption into KPIs : Align adoption goals with KPIs to maintain visibility. For example, if the goal is to increase the use of a project management tool, set a KPI that tracks project updates within the tool. Managers can be held accountable for meeting this KPI, incentivizing their teams to incorporate the tool into their workflow.
– Regular Check-Ins and Feedback: Use data-driven insights to adjust your strategy as needed. For instance, if certain teams lag in adoption rates, consider arranging tailored training sessions or conducting one-on-one interviews to understand the barriers they’re experiencing. Continuous feedback loops allow change practitioners to refine their approach based on real-time adoption data. Performance needs to be constantly nurtured, reinforced and managed. No ‘set and forget’ approach will work.
Analogy: Sustaining adoption is like maintaining a healthy habit. Just as regular exercise requires motivation, tracking, and routine check-ins to stay consistent, ongoing performance management helps ensure that change remains a part of the organizational fabric.
Data as the Catalyst for Improved Change Adoption
Data-driven insights are game-changers for change adoption. They enable change practitioners to move beyond guesswork and implement strategies with measurable, predictable results. By leveraging analytics, organizations can identify successful tactics based on stakeholder type, change type, and historical adoption patterns.
For example, by analyzing adoption data from previous projects, a technology company could discover that smaller, incremental training sessions worked better for developers than day-long sessions. This insight could inform future adoption strategies and improve the likelihood of success for similar changes.
Utilizing data to understand what drives adoption allows change practitioners to apply these learnings across the organization, achieving more consistent and reliable outcomes. Through correlation and prediction, organizations can anticipate which approaches will work best for each type of change and tailor their strategies accordingly.
This is exactly what we’ve been doing at The Change Compass. We’ve incorporated automation and AI to provide data insights that tell you what tactics and approaches work to maximise change adoption based on data. You can also drill into what works for particular stakeholders, business units and types of changes. Data insights can also inform what volume of change may stifle change adoption.
Designing change approach and interventions should not be guess work. So far, companies try to enhance their rates of change adoption success by hiring change management specialists, together with stakeholder feedback. However, the most senior stakeholder or those with the loudest voice in the room don’t always get the outcome. These are still based on opinions, versus what has proven to work based on data. Imagine the power of implementing this across the enterprise and the ability to avoid costly mistakes and mishaps in the tens (or hundreds) of millions of investments in change initiatives per annum.
Building a Culture of Adoption
Improving change adoption is not a one-time effort but an ongoing, intentional process that combines targeted communication, stakeholder engagement, capacity planning, performance tracking, and data-driven insights. By focusing on the unique aspects of each change, tailoring strategies to specific stakeholder groups, and continuously managing performance, change practitioners can significantly increase adoption rates. Ultimately, success lies in building a culture where change is not just accepted but actively integrated into the organization’s DNA.
When change adoption becomes a measurable, manageable, and data-driven process, practitioners can guide their organizations through change with confidence and clarity, transforming resistance into resilience and integration into innovation.
