This document discusses strategies for managing organizational change. It begins by noting that change is constant and outlines both the speed of modern change and common processes for change including defining problems, research, leadership, training, accepting imperfection, and learning from mistakes. It then provides specific recommendations and examples for each step of the change process with a focus on the importance of leadership, stakeholder engagement, developing a shared vision, and celebrating successes. The overall message is that successful transformation requires acknowledging the need for change, adapting to new ways of working, and agreeing that change is an ongoing process.
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Succeeding with the Messy Work of Change
1. Š 2017 Verizon. This document is the property of Verizon and may not be used, modified or further distributed without Verizonâs written permission.
Succeeding with the
Messy Work of Change
Lisa Trager
Senior Manager, Support
Digital & Content Strategy
Digital Operations
Verizon Wireless
@Lisalt
Lisa.Trager@verizonwireless.com
2. Change is normal
Image: Chicago Seasons by Ryan Kapp
Change is the only
constant in life.
Heraclitus
Greek Philosopher 500 B.C.
3. We do look forward to
certain changes in our lives
4. So why all the fuss about
organizational change?
6. Background
⢠New Job
⢠New Role
⢠Company going through changes
How to deal with all of
these changes?
7. Research
⢠Education
⢠Medical
⢠Luxury Goods
⢠Tech
⢠Publishing
⢠Marketing
⢠Content Strategy
⢠Content Marketing
⢠Wellness/Fitness
Change
Digital
transformation in
publishing
Lesson
planning
French
exporters in US
Bring
innovations to
a medical
group
Introduce a new
technology to the
enterprise
Content
engineering
project
Redesign a
government
agency
Individual
transformation
8. Change = Transformation
⢠Acknowledging that there is a better way
⢠Adapting to new ways of doing things
⢠Agreeing that change is constant
Transformation is not five
minutes from now; itâs a
present activity [of] small
choices and successes that
build up over timeâŚ
Jillian Michaels
Fitness Expert/Nutritionist/Life Coach
9. 9
Disruptive Innovation
Disruptor Disruptee
Personal Computers Mainframes
Cellular phones Wired line phones
Discount retailers Department stores
Uber Cabs
Air B&B Hotels
Reference: Clayton Christensen. Disruptive InnovationMeasureofPerformance
Incumbents nearly always win
Entrants nearly always win
Time
10. Process for Change
1. Define the problem
2. Do the research
3. Be a leader
4. Provide training
5. Accept imperfection
6. Learn from your mistakes
Scrum / Agile Process
Discovery
Definition
Design
Deploy
Develop
5-D Process
11. 1. Defining the problem
⢠What is the current environment / culture?
⢠What is not functioning well?
⢠Who is affected?
⢠What are concrete objectives?
⢠What is the vision?
In order to carry out a
positive action, we must
develop a positive vision.
Dalai Lama
12. Mission / Vision
Change must be anchored to the
mission and vision of the organization.
Mitzi Lizarraga, Principal
Los Angeles County H.S. for the Arts
14. Do your employees understand your
strategic goals?
Poll of 11,000 workers:
ď Less than 50% understood companyâs strategic goals
ď 38% believed the plan resulted in clear assignments
ď 43% felt there wasnât any follow-through on the plans
Ref: Michael T. Kanazawa, & Robert H. Miles, Big Ideas to Big Results
15. Typical Cycle of Failure
High
Low
Top-down
planning
Focus and
energy
Big buy-in
campaign
Operational
realities
Time
Last-ditch effort
Launch the
ânext new thingâ
Results
Chart courtesy: Michael T. Kanazawa, & Robert H. Miles, Big Ideas to Big Results
Effort
16. 2. Research
⢠Competitive Analysis
⢠Analytics
⢠Listening
⢠Observing
⢠Prioritization
Change is the end result
of all true learning.
Leo Buscaglia, Ph.D.
Author/Motivational Speaker
18. Analytics
Analytics is a key to understanding
and benchmarking where you are
today against the changes you plan
for the future.
Pageviews %
19. Observation
Most leaders will see that they are
not the first to observe problems,
but need to provide staff with a
safe environment to articulate
their concerns.
Mitzi Lizarraga, Principal
Los Angeles County H.S. for the Arts
Cartoon courtesy: Randy Glasbergen, www.glasbergen.com
I want you to find a bold and innovative way to
do everything exactly the same way itâs been
done for 25 years!
20. Stakeholder Interviews
⢠Us
When people feel their
voices are heard, they
become more invested.
Erica Haims
Haims Consulting
Itâs about working together.
⢠Trust ⢠Credibility ⢠Confidence ⢠Invested ⢠Stake
21. Prioritizing
It is all too common⌠that all of the
issues are typically right there in
plain sight, but are simply not
confronted or addressed.
Michael Kanazawa | Robert H. Miles
Big Ideas To Big Results
Reference: Prioritization Matrix, JAAT Solutions.
22. Roadmap
1. Dates & deliverables
2. Roles & responsibilities
3. Concrete steps leading to transformation
4. Structure of working together (e.g. daily scrum, weekly status)
Q2Q1 Q3 Q4
Consistent working patterns⌠Rhythm helps
develop dependability for behavior⌠Dependable
working structure builds trust.
Cruce Saunders
Principal, Simple [A]
23. 3. Leadership
Persistence
Faith
Passion
Leadership is there to show that
even if there is a mountain, one
way or another weâll get around it.
At end of the day it is your honesty
and your passion.
Sylvie Meyers Jouan
Executive in Luxury GoodsRef: Arnold Lobel, Ming Lo Moves the Mountain
24. Trust
I found successful change happens
when employees feel that it is safe
place to ask for clarity about company
values. I became that safe place for
both employees and executives and
was actually nicknamed âThe Vault.â
CathyAnn Sarra
Principal & Managing Partner
SOCii Media | Marketing
25. Federated Effort
Edison made me feel that I was
making something with him. I
wasnât just a workman.
Draftsman working for Thomas Edison
Change must come from a sense
of âtogether thinkingâ with
everyone involved.
I start where the last man left off.
Thomas Edison
Thomas Edison and the âEdison Muckersâ
26. Whatâs in it for me?
⢠Find easier ways for people to do things â
if harder there will be resistance.
⢠Prepare staff there is going to be a
transition period when it feels really hard â
but then it will get better and easier.
⢠Itâs not going to be this way forever.
Rahel Anne Bailie
Chief Knowledge Officer, Scroll
For those who have to endure change
27. Bait for Trolls
Bait has to:
ď§ Be good enough to get
them to move
ď§ Be framed by the Troll,
not by those who want
him to move
ď§ Appeal to how it helps
the Trollâs core objectives
Cruce Saunders
Principal, Simple [A]
28. Must sell it across the
organization. Across silos.
Rahel Anne Bailie
Chief Knowledge Officer, Scroll
Alliances
Seek alliances and support as
early as possible.
Michael Crain, M.D.
Essex Radiology
Ref: New York Times Opinion ⢠Barry Blitt ⢠2008
29. Digital Governance
⢠A framework for an organizationâs digital presence
⢠Minimizes the number of tactical debates
⢠Helps to establish: accountability, roles, and
decision-making authority for:
ď Digital Strategy
ď Digital Policy
ď Digital Standard
Lisa Welchman
Digital Governance Advisor
Author, Managing Chaos
30. 4. Training
1. Objectives & Purpose
2. Anticipatory Set (framework)
3. Standards/Expectations
4. Teaching (Models/Understanding)
5. Guided Practices
6. Closure
7. Independent practice
Madeline Hunterâs 7 Steps
31. Interpersonal Skills Training
Questions for Executives
⢠What are your business reasons for change?
⢠What are the behaviors that make the biggest
difference in performance?
⢠Before you can change⌠where do you stand with
your employees?
⢠Do you really listen?
⢠How do you take action to show you have listened?
32. Cognitive Overload Caused by Change
TaskTask Change
Proficiency
Old way New way
Itâs about providing emotional support along the wayâŚ
if someone is falling behind itâs important to provide
emotional support, âIt may seem hard now, but once you
get past the point of understanding how it works, it will be
worth it.â
Rahel Anne Bailie
Chief Knowledge Officer, Scroll
Proficiency
33. 5. Accept Imperfection
You must learn how to fail intelligently.
Failing is one of the greatest arts in the
world. One fails forward toward success.
Charles F. Kettering
Inventor & Founder of General Motors
To improve is to change; to
be perfect is to change often.
Winston Churchill
35. 6. Learn From Your Mistakes
⢠What worked? Did we get the results
we wanted?
⢠What impact did the project have?
⢠Which method or process was the
most effective?
⢠What could we have done differently?
Conduct a postmortem
What if we donât change at all⌠and
something magical just happens?
36. Celebrate Your Successes
Those who only have an eye on the
bottom line will fail at some point.
Progress of any sort, including
gaining internal loyalty and
ownership in the overall process
and story, is a success.
Sylvie Meyers Jouan
Executive, Luxury Brands
Itâs about âWe are successful.â The success is ours.
37. Thank you.
Lisa L. Trager
Senior Manager, Support
Digital Operations
Verizon Wireless
Email: Lisa.Trager@VerizonWireless.com
@Lisalt
Hinweis der Redaktion
We no longer have a common starting point
You have people at different stages in the digital journey with various levels of adoption.
Think about banking⌠Even 20 years ago, most people just went to a teller to do their banking. Then Cash machinges were introduced. Everyone would go to the bank to deposit a check⌠Then in the 80âs ATMâs became the new technology... Many people didnât trust it and still went to the teller window.
A few years ago apps were introduced to remove the need to even have to go to the bank to deposit a check or transfer funds
Then in the past few years technology enabled people to not even have to go to the bank and deposit checks by taking a picture on their phone â or better yet, not even write a check, but use tehnology like Venmo to transfer money between your friends.
How many people no longer go to a cash machine, and just use technology like apps to deposit your check or transfer funds between people?
I started interviewing people I have known from all walks of life. Some, life-long friends, others who I more recently met through professional affiliations
Methods for attempting to lead transformation were as varied as the transformation challenges themselves but at the heart the problems and solutions were similar
From Vickie who was an Assistant Superintendent of Schools who was trying to introduce a new Lesson Plan Model, to Joe, who tried to lead digital transformation for a large publishing company by using analytics and a tactical management changesâŚ
Succeeding with the Messy work of change came down to similar tactics and approaches.
Change is something that needs to be incorporated into everything we do â as Jillian Michaels says, âitâs a present activity of the small choices and successes that build up over time.â
http://www.claytonchristensen.com/key-concepts/
Disruptive innovation, is a term coined by Clayton Christensen and his coworkers beginning in 1995, to describe an innovation, which creates a new market and value network that eventually disrupts the existing market, with new innovations or technology.
Think of Personal Computers, which replacd mainframes, cell phones, or more recently Uber and Air B&B
Companies pursue âsustaining innovationsâ at the higher tiers of their markets because this is what has historically helped them succeed
An innovation that is disruptive allows a whole new population of consumers at the bottom of a market access to a product or service that was historically only accessible to consumers with a lot of money or a lot of skill.
But, regardless of approach, or even with a combination of both, there are things that you must do and need to know to help you meet success with the messy work of change!
Itâs critical to have a positive vision â or intention.
Mitzi Lizarraga was my college roommate. She has been leading change for decades as an Administrator of the Arts and Principle of leading performing arts high schools. Currently, she is Principle of the Los Angeles County HS for the Arts. She said, âChange must be anchored to the mission and vision of the organization.â
And knowing the credo â and mission of Verizon was not only central to Orientation, but something that we are reminded to think about every day in the business decisions we make. It is also tied to our Performance Agreement and how we are measured for success. It comes down to 3 main things:
A great customer experience â we focus outward on the customer
Growth & profitability â bigness is not our strength, best is. So the better we are the more we will grow and remain profitable.
Building our V Team Culture â teamwork enables us to serve our customers better.
In Big Ideas to Big Results, Michael Kanazawa and Robert Miles discuss the importance of people in the organization understanding strategic business goals.
Unfortunately, most people have no idea what they are or how their jobs or work relates to these goals or plans
In a poll of 11K workersâŚ
https://blog.cross.promo/churn-rate-revenue/
They go on to illustrate the âtypical cycle of failureâ as shown in this chart.
A major corporation needs to transform to meet new competitive pressures, so Executives hire management consultants to come up with the best process and systems, which promises to save millions of dollars in operating expenses, hence provide rational for investing in consulting and new system implementations. With huge return in investment expected, executives sign up for the transformation to begin.
Consultants come in and begin to plan the new future state transformation for the business. Many new system upgrades, which were never factored in initially become must-haves. Contracts with vendors are signed to begin building and implementing the new system. 2 years into the process a âczarâ is appointed.
Unfortunately, that person has no operational clout, and those on the front lines find gaps between the great idea and the realities of everyday operations. There is a last ditch effort to rally and regain momentum for the project.
In the end, effort dies a slow death. Some savings show up as aggressive layoffs and redeployment caused people to do âmore with less.â Some of the systems changes worked, however the change was far from transformational.
It was chalked up to another âflavor of the month.â With lack of results, management seeks the next new thing to launch, while employees become even more skeptical and unwilling to âbuy-inâ blindly each successive time.
How to break this cycle?
How to more effectively engage with our teams to lead transformations that produce real breakthrough results?
Rather than approaching any type of change or transformation from top down â it is critical to do the right research and include those in the front line with decisions being made.
Joe Territo, who consults as a Content Strategist says: Take a look at the people who are on the cutting edge â ahead of you. Analyze what those people are doing and what works and what doesnât and apply the insights and tactics, which are relevant to your business.
Cruce Saunders, who will be speaking tomorrow at the conference and is a being advocate of doing a competitive analysis said, âJust showing a clear example of what others are doing and what happens to those who do not change can be compelling to those on the fence.â
Using analytics to benchmark where you are when you start vs. where you land after the changes planned is critical in weighing performance
At Verizon, there are so many metrics to measure that we have a team of people in Analtyics to help provide dashboards and provide critical analytical measurements to everything we do.
Analysis must be grounded in observation â not just what I think.
Best to focus on the tasks at hand vs. worrying about things in the future.
In a chapter of Michael Kanazawaâs book, he talks about how a new consulting team came in and was assigned to an office on the executive floor, which been abandoned for a while.
âIt looked like people had made a hasty departure as most of the files were still there in drawers and filing cabinets. Emptying one of the file cabinets they came across a file titled, âStrategic Options, authored by one of the worldâs leading strategic consulting firms. It was dated 2 years prior to the teamâs arrival and although aspects of the situation had changed, it was still worth a look as part of the up-front discovery process. Itâs not that the problem was new, but the previous CEO who this report was written for clearly wasnât ready to make the changes being recommended. In contrast, the new CEO and COO were very motivated to confront the realities they had inherited and put ideas on the table for executive discussion. â
Youâre always working with people who are nervous about change. Itâs important to allow people on the team to be comfortable to speak their minds.
Enable those effected by change to feel ownershipâŚhave a stake. Itâs about WE. Everyone feeling they are part of the team. Weâre doing it together. Itâs an us thing. As a team weâre so strong.
âI have some great news.â Let people know the positives⌠PositiveâŚTogether weâre going to transform this business!
Aspirational. Positive about the change⌠Encourage people to share their thoughts and experiences.
Once you have a plan, itâs important to prioritize what needs to be done now vs. what can wait and possibly be done in future phases.
What needs to be done right away, which might be part of the DISRUPTIVE INNOVATION, required to move the needle and have the greatest positive business impact?
What are simpler changes, which will have bigger impact, than more difficult, which may require more planning and impact budget and stakeholders?
http://www.jaatsolutions.com/discussions/93-priority-matrix.html
Having a clear roadmap, which identifies dates and deliverable, roles & responsibilities, and concrete steps leading to transformation helps provide stakeholders with assurances and trust.
As the saying goes, âFail to plan, plan to fail.â
Having repeated instances of doing what we say weâre going to and setting a goal to do it without fail is also important. Just having daily scrums or weekly meetings to review progress is important.
Like Jillian Michaels, the fitness expert and life coach said, integrating incremental changes into the daily routine can have a big impact. (Like working out in the gym - smaller to heavier weights)
When my kids were small, I used to read them the book, Ming Lo Moves the Mountain. Anyone ever hear of it? I thought of this book when my friend Sylvie talked about how leadership means that one way or another being a leader means that even if there is a mountain, one way or another, you will get around it.
But this childrenâs book shows that sometimes doing the right dance is all that is needed to move the mountain.
Ming Lo and his wife live in a house they love beneath a large mountain, which causes stones to drop and make holes in the roof, bad weather and darkness all the time. Ming Lo goes to a wise man who lives in the village for advice. After several failed attempts to move the mountain, the wise man finally tells MingLo, âTake your house apart, stick by stick. Gather all these sticks that are the pieces of your house. Collect all of the things that are your possessions and carry these bundles in your arms and on the top of your head. Face the mountain and close your eyes. "Having done all this," said the wise man, "you will step to the dance of the moving mountain. You will put your left foot in a place that is in back of your right foot. Then you will put your right foot in a place that is in back of your left foot. You must do this again and again for many hours. When you open your eyes, you will see that the mountain has moved far away."
My friend CathyAnn Sara leads a business, SOCii where many projects relate to change management. As she said, being nicknamed âThe Vaultâ speaks to the importance of holding confidences in order to build trust.
She said when she met with employees or stakeholders, âThe first hour-and 1/2 is about letting people vent. Setting up protocols is important:
No judgement
Every opinion mattered
No interruptions
No one can take over the conversation
If we look back historically at people who have brought tremendous change in industry, people like Thomas Edison, General Motorsâ Charles Kettering, the Watsons at IBM, and 3Mâs William McKnight are great role models for change.
They were famous for schmoozing with employeesânot second-guessing complimenting, or criticizing, but engaging in animated discussions about projects. Nothing does more for productivity, morale, and employee retention.
âEdison made work interesting,â said a machinist and draftsman who spent a half-century working for the inventor.
Leaders who tolerate failure and encourage collaboration, understand these are critical ingredients to creating real innovation
Listening is more central to this process than talking.
Research on workplace creativity shows that itâs not the individual employeeâs freedom as much as managerial involvement that produces creative acts. No incentive can match the obvious appreciation shown by a managerâs interest and enthusiasm.
Richard Farson & Ralph Keyes
The Failure-Tolerant Leader,
Harvard Business Review, August 2002
Photo courtesy of http://www.edisonmuckers.org
Frustration comes from having to work in a new way
As my friend, and world-renown content strategist Rahel Baillie says,
Find easier ways for people to do things⌠There will be more resistance the harder the process or change is.
Prepare people that there is going to be a transition period when things feel really hard
But itâs not going to last forever and eventually things will get easier!
But when you really face resistance, you have to figure out a way to make people move towards you.
Itâs hard to get a troll to move out from under his bridge
Need clarity â self-assurance to respond to people unwilling to make changes.
Having empathy - Understanding the situation
Compassion â for the work that needs to be done
Planning â well thought out plan, which will help a person understand where they fit and what is expected of them
Respect: In your interactions kind but firm
Goodness: Come from a place of goodness regardless of what youâre doing
Not us vs. them
Getting to yes is never a one-step process
Be prepared to have a presentation, which explains the change you want in your organization, so you can give it repeated times to various stakeholders
Governance is important to ensure that stakeholders in the organization have a place to bring ideas that may contrast with what you envision.
Having an internal organization to work out problems,
Establish procedures
Define processes
So that in the end, there is a structure, which will ensure that the money and time invested, can continue.
Vickie Karant was my teacher in an alternative high school I attended in Leonia NJ and life-long friend. She was always about Getting people out of a routine into an experimental model.
Later in her career she became the Assistant Superintendent of Public Schools in Lawrence, NY. Part of her job was to oversee curriculum changes to ensure that teachers were exposed to the best techniques in learning. She brought Madeline Hunter to train the teachers in her district.
Â
Madeline Cheek Hunter developed the Instructional Theory into Practice teaching model, which was an instruction model implemented in thousands of schools throughout the United States in the last quarter of the 20th century. This instructional model had 7 components, which I believe could be very helpful when it comes to teaching anyone a new subject, skill, or process:
Objectives & Purpose
Anticipatory Set (framework)
Standards/Expectations
Teaching (Models/Understanding)
Guided Practices
Closure
Independent practice
Â
Madeline Hunterâs model was also based upon work she did as a school psychologist and she wrote,
Never put a kid down, always build the kid up
âLearning is increased by repetition⌠learning new things lays down neural pathways so every time a skill is practiced the pathway is strengthened. Thus, if something is learned incorrectly or mis-learned, the learner must first eradicate that which was wrong or wrongly done. by relearning the material or skill correctly. Hunterâs model is designed to minimize mis-learning events in the first place."
Learning isnât only for staff â there are things that Executives can also benefit from training.
My friend CathyAnn often runs workshops for Executives who are working on bringing change to their organizations
She said, âImprovement also occurred when executives participated in personal branding and interpersonal skills training. Executives became better communicators with managing their teams, as well as teaching some of their skills to employees.â
Often unrecognized, Rahel Baillie made a good point about how change can literally impact a personâs ability to do things well.
Think about the last time you rented a car. Even though you know how to drive, getting acquainted with how to work the windshield wipers, where things as simple as the odometer may be placed in a different location â causes interference in being able to drive as proficiently as you would with your own car. It happened to me a few weeks ago when I rented a hybrid car. It took me literally 15 minutes to be able to drive out of the garage!
When familiar with the tools, youâre not thinking about what youâre doing, but the task instead. As soon as the process or tool is changed, high cognitive load is being spent on figuring out the mechanics of how to do something vs. the actual task to be solved.
As a result, a person may feel more frustrated and inept and it becomes critical to support them in the most appropriate way.
Once technology has been internalized, they can go back to being proficient and possibly even exceed their proficiency level from before!
Going back to some of the earlier inventors, in 1915, Charles Kettering got a patent for the first Electric Self-Starter
Before Kettering came along, drivers used iron hand cranks to start the internal combustion engines that powered their vehicles. For the uninitiated it was difficult, requiring great hand and arm strength. The self-starter was first introduced in the 1912 Cadillac and by the 1920s would come standard on nearly every new automobile.
By making cars easier and safer to operate, especially for women, the self-starting engine ignited sales and helped foster a fast-growing automobile culture in America.
But there were many failed attempts before Ketttering succeeded.
Change has a Lifecycle
Not dissimilar to the Content Lifecycle
Learn from your mistakes and never throw anything away! Chances are insights, results, and other learning can be applied for future efforts.
Itâs important to have a postmortem to review thing like
What worked? Did we get the results we wanted?
What impact did the project have?
Which method or process was the most effective?
What could we have done differently?
And hopefully, you wonât reach this conclusion â and hope that the change you want just happens by magic!
Donât forget, itâs about Our Success â we have done it together!
Reward your staff and yourself for a good job well done
Be grateful
Get ready to reassess and start all over again