change toolkit - aces

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Louis Aylward Business Change Manager OD & Change team Creating successful change engaging people with change in the workplace

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Page 1: Change toolkit - ACES

Louis AylwardBusiness Change ManagerOD & Change team

Creating successful change

engaging people with change in the workplace

Page 2: Change toolkit - ACES

Personal responses to change

How change fails – a story

ACES model

Building on today

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“The vast majority of large scale change efforts fail…

John Kotter

Page 4: Change toolkit - ACES

“The vast majority of large scale change efforts fail. Which means that the probability that you have actually experienced a failure, and your people know that and are pessimistic, therefore, about trying something again, is very high.”

John Kotter

Page 5: Change toolkit - ACES

Personal responses to change

How change fails – a story

ACES model

Building on today

Page 6: Change toolkit - ACES

Personal responses to change

How change fails – a story

ACES model

Building on today

Page 7: Change toolkit - ACES

Change as a personal response

Page 8: Change toolkit - ACES

People don’t like change.People don’t like change which is done to them.

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Series1

Kolb’s learning dip

Time

Per

form

ance

Doing no change management

Doing good change management

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People like change.People can handle change which they can learn.

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Concrete experience

Reflective observation

Abstract conceptualisation

Active experimentation

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Proposition

It helps to see change as a learning process

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Sharing stories

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Personal responses to change

How change fails – a short story

ACES model

Building on today

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So if change is a learning process what happens when lots of people (each with a personal response) go through change in the workplace?

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Current Transition Future

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Change as a personal response

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Current Transition Future

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C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

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C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

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C C C C C C

C C C C C C

C C C C C C

C C C C C C

C C C C C C

C C C C C C

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C C C C C C

C C C C C

C C C C C C

C C C C C C

C C C C C C

C C C C C

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C C C C C C T T T T F F F F F F

C C C C C T T T T F F F F F F

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C C C C C C T T T T T T F F F F F F

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

This is a big problem

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

Portfolio management

Project & Programme management

General management

Delivery focus

Change management

People focus

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

Portfolio management

Project & Programme management

General management

Delivery focus

Change management

People focus

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

Portfolio management

Project & Programme management

General management

Delivery focus

Change management

People focus

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C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

C C C C C C T T T T T T F F F F F F

Portfolio management

Project & Programme management

Project management

Delivery focus

Change management

People focus

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

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“We occasionally do change well but it isn't consistent - there isn't a culture of doing it well.”

“Programmes come and go. Very little sticks and for staff who have been here a while it all adds to a sense of cynicism.”

“Our approach is mixed. At times we do it well and at times badly. There is no consistent approach.”

“We are good at talking about change. Bad at actually doing it.”

“It's a mixed bag. We've basically got a disparate array of small businesses. Some of them do change a lot more effectively than others.”

“We design procedures but don’t embed them or bring people through.”

“We are good at driving projects but forget that our staff are the ones who actually make it happen.”

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2013 20140102030405060708090

100

14

31

6

24

My managers are equipped to identify when change is necessaryMy managers are equipped to manage change effectively

Average survey score for managers competencies over period

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We trained hard. But it seemed that every time we were beginning to form into teams, we would be reorganised.

I was to learn later in life that we tend to meet any new situation by reorganising. And what a wonderful method it can be for creating the illusion of progress while producing confusion, inefficiency and demoralisation.

Gaius Petronius Arbiter, The Satyricon 1st century AD

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Sharing stories

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

Change management

People focus

How can we start thinking about this?

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David KolbPsychologistStudied how we learn

Elizabeth Kubler-RossPsychiatristStudied how we grieve

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C C C C C C T T T T F F F

C C C C C T T T T F F F F

C C C C C C T T T T F F F

C C C C C C T T T T T T F F

C C C C C C T T T T F F F

C C C C C T T T T T F F F

Change management

People focus

Great, but what can I do

with that?

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Personal responses to change

How change fails – a story

ACES model

Building on today

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What should a good change model do?

People-centred

Scalable but easy to remember

With common understanding about how we do change

Empowering managers with a range of usable “tools”

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Installing a new phone systemInstalling a ready-made IT system

Office move

Restructuring programmesCultural change initiatives

OutsourcingMergers

Strategic-led change

Quite complex Extremely complex

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Awareness – developing system understanding

Concept – creating a concept through a broad coalition

Engagement – landing the concept in the organisation

Sustain – reinforcing and supporting all aspects of the change

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Awareness

Concept

Engagement

Sustain

Pre–project

change ready

In–project

emergent change

In–projectproject

thinking time

In–project

planned change

No

Decision to change

made?Yes

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AwarenessWhat happens:• Flow of information is expanded across management boundaries• Normal barriers to “awkward” questions are lowered• Things are baselined• A picture of the real issues is built up through whole system engagement

Challenges you should expect:• “I don’t have time for this. I’m busy

with real work.”• Cynicism about management

exercises• Venting

Responses to consider:• Free up time – e.g. team meeting

slots• Actions not words / Dispersed

leadership• Allow it to happen & consider a

facilitator

Don’t forget:• You don’t need to plan too far ahead at this point – in fact you probably

shouldn’t.

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Awareness

Tools:

• Dialogue

• Graffiti boards

• Charlas

• Open Space Technology events

Simple tools

Complex tools

Tailored support based on nature, size and speed of change

Page 46: Change toolkit - ACES

Awareness

Tools:

• Dialogue

• Graffiti boards

• Charlas

• Open Space Technology events

Delivery side:

• Sharing management information

• Portfolio information / advice

• Process mapping (CI team)

Page 47: Change toolkit - ACES

Dialogue is about thinking together rather than thinking alone

Dialogue demands that we both let go of our own invested positions for a while

Dialogue

Page 48: Change toolkit - ACES

William Isaacs

A key choice point in a conversation that involves some deliberation is whether to either defend your own view or position, or suspend it and therefore listen without resistance.

Suspending is more likely to lead to an exploration of the deeper questions, a new framing of key issues and the possibility of reaching collective, refreshing new insights.

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What resources would you need to put William Isaacs’ ideas about dialogue into practice?

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Graffiti boards

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13th January

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14th January

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18th January

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19th January

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29th January

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8th February

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10th February

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Connections being made

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Assumptions being challenged

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Doing graffiti boards online…

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What resources would you need to use Graffiti boards where you work?

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Charlas

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Everyone is right – no debatingRecord each point and move on

Get the gripes out of the system - get down to the real issues

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What resources would you need to run a Charla?

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Open Space Technology

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Harrison Owen

The Rule of Two FeetWhen you are no longer listening or contributing, move on to somewhere more to your liking

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What resources would you need to run an Open Space Technology event?

Page 73: Change toolkit - ACES

Awareness – develop system understanding

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Sharing stories

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ConceptWhat happens:• New ideas are put forward by a wide variety of stakeholders• A core desire for change is established (ok for motivations to vary)• Leaders of change are identified at all levels of the organisation• Things are benchmarked• A guiding vision emerges - including what doesn’t need to change

Challenges you should expect:• “Not my job to decide strategy”• Unconscious assumptions and

ingrained attitudes• Executive leaders setting vision

without listening

Responses to consider:• Why not? Revisit previous stage• Exercises to break mental

models• Revisit awareness stage and

emphasise dispersed leadership

Don’t forget:• A strong vision will have a wide base – have you respected the opinions

of operational staff, management leaders and subject matter experts?

Page 77: Change toolkit - ACES

Awareness

Tools:

• Concept questions

• C=[DVF] > R

• A pilot project

• De Bono’s hats and Walt’s strategy

Simple tools

Complex tools

Page 78: Change toolkit - ACES

Concept questions

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What are we most proud of about what we do now?

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What are we most proud of about what we do now?

What’s the one thing we’d like to change around here?

Page 81: Change toolkit - ACES

What are we most proud of about what we do now?

What’s the one thing we’d like to change around here?

If someone arrived here in three years time what would we want it to feel like for them?

Page 82: Change toolkit - ACES

What resources would you need to ask concept questions?

Page 83: Change toolkit - ACES

C=[DVF]>R

Change Dissatisfaction with status quo

Vision of what is possible

First concrete steps towards vision

Resistance to change

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How could you use the change equation?

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A pilot project

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What resources would you need to a pilot project?

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De Bono’s hats and Walt’s strategy

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De Bono’s thinking hats…

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The Disney Creative Strategy

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What resources would you need to do one of these creative exercises?

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Concept – creating a change concept through a broad coalition

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Awareness

Concept

Engagement

Sustain

Pre–project

change ready

In–project

emergent change

In–projectproject

thinking time

In–project

planned change

No

Decision to change

made?Yes

Page 95: Change toolkit - ACES

EngagementWhat happens:• Change “coalition” establishes itself• Senior leadership publicly back the concept• Staff are empowered to learn the change and develop personal

resilience• Short-term wins are achieved• The change is designed and implemented by a change team

Challenges you should expect:• “Hold on. I didn’t know about this!”• Resistance to implementation• Human aversion to complexity

Responses to consider:• Revisit previous stages• Force Field Analysis• Start small and be

comfortable with complexity

Don’t forget:• This is where you actually start to change things – study the change

curve and don’t expect it to go smoothly

Page 96: Change toolkit - ACES

Awareness

Tools:

• A leaders’ call to action

• Psychological contracts

• Force field analysis

• Personal transition plans

Simple tools

Complex tools

Page 97: Change toolkit - ACES

“We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard, because that goal will serve to organize and measure the best of our energies and skills, because that challenge is one that we are willing to accept, one we are unwilling to postpone, and one which we intend to win… And it will be done before the end of this decade.”

Leader’s call to action

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September 12, 1962 July 20, 1969

Page 100: Change toolkit - ACES

What do you need for an effective call to action?

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Psychological contracts

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CompetenceRecognitionFriendshipsStatusWork–life balanceMobilityLocationand more…

Contract of employmentJob description

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This is you

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Personal transition plans

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Force Field Analysis (Lewin)

Desired state

(awareness raised & concept

defined)

Driving Force

Driving Force

Driving Force

Resisting Force

Resisting Force

Resisting Force

Page 106: Change toolkit - ACES

Force Field Analysis (Lewin)

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Purchase of new ERP software

Reduced down-time

24/7 support available

Business disruption issues

Fear of redundancies

Guaranteed costs in short-term

Possible savings in long-term

Desire for HR/Finance integration Fear of competency loss

Time-consuming training

No local experts available

Force Field Analysis (Lewin)

Page 109: Change toolkit - ACES

Purchase of new ERP software

Reduced down-time

24/7 support available

Business disruption issues

Fear of redundancies

Guaranteed costs in short-term

Highly probable savings in long-term

Desire for HR/Finance integration

Time-consuming training

Incorporating best practice

Force Field Analysis (Lewin)

Page 110: Change toolkit - ACES

Kurt Lewin

Pioneer of social psychology

Coined the term “homeostasis”

Page 111: Change toolkit - ACES

Purchase of new ERP software

Reduced down-time

24/7 support available

Business disruption issues

Fear of redundancies

Guaranteed costs in short-term

Highly probable savings in long-term

Desire for HR/Finance integration

Time-consuming training

Incorporating best practice

Force Field Analysis (Lewin)

Page 112: Change toolkit - ACES

Using a Force Field Analysis to structure project work

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Using a Force Field Analysis to structure project work

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Engagement – landing the concept in the organisation

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SustainWhat happens:• Changes are embedded – e.g. new procedures and processes are

recorded• People are allowed to “grieve” the old reality• Success is celebrated• Business transition is managed and people transition is addressed

Challenges you should expect:• “Phew! Now that’s over, let’s

change it back!”• Learning dip

Responses to consider:• Re-visit previous stages + write

down new procedures• See change as a learning process

+ extra support and training

Don’t forget:• Good changes can get easily get lost in this stage. Revisit the change

concept as often as you can, remember that you’re actually in the middle and everything can look like a failure in the middle… persevere!

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Awareness

Tools:

• Reward and recognition

• Tuckman’s team stages

• Congruence

• Holding a wake

Simple tools

Complex tools

Page 118: Change toolkit - ACES

Now say thank you

Reward and recognition

Page 119: Change toolkit - ACES

There is no limit to how much recognition you can provide, and it is often free. Recognition brings the change cycle to its logical conclusion, but it also motivates people to attempt to change again.Rosabeth Moss Kanter

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Tuckman’s team stages

Dialogue mindsetTeam charlas

Values and behavioursWorkshops

Process reviews

Training

Personal transition plans

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Congruence (Nadler & Tushman)

Formal organisationInformal organisation

WorkPeople

Page 122: Change toolkit - ACES

Formal organisationWork

Informal organisation

People

INPUTStrategy Resources

Environment

OUTPUTIndividual, team and

organisation performance

Process mapping

Org. culture – disruptive? nudges?

Org charts

Written procedures

Contracts and JDs…FTE analysis – the right number of people doing the right things?

Training and development?

Tasks we do

Org. vision & purpose

Page 123: Change toolkit - ACES

Holding a wake

Time

Man

agem

ent l

evel

William Bridges

Page 124: Change toolkit - ACES

Sustain – reinforcing and supporting all aspects of the change

Page 125: Change toolkit - ACES

Awareness – developing system understanding

Concept – creating a concept through a broad coalition

Engagement – landing the concept in the organisation

Sustain – reinforcing and supporting all aspects of the change

Page 126: Change toolkit - ACES

Awareness

Concept

Engagement

Sustain

Pre–project

change ready

In–project

emergent change

In–projectproject

thinking time

In–project

planned change

No

Decision to change

made?Yes

Page 127: Change toolkit - ACES

Give me a date… any date

Page 128: Change toolkit - ACES

Sharing stories

Page 129: Change toolkit - ACES

Personal responses to change

How change fails – a story

ACES model

Taking it further

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Re-imagining changeBefore After

F F F F F F F F F

F F F F F F F F F F

F F F F F F F F

F F F F F F F F F

F F F F F F F F F F

F F F F F F F F

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Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch1-2-1:

your dateWebsite: OD

& Change site

Coaching: Participating

in change

Network: Brown bag

lunches

Support: working with

you

Taking it further

Page 132: Change toolkit - ACES

Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch1-2-1:

your dateWebsite: OD

& Change site

Coaching: Participating

in change

Network: Brown bag

lunches

Support: working with

you

Page 133: Change toolkit - ACES

Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch1-2-1:

your dateWebsite: OD

& Change site

Coaching: Participating

in change

Network: Brown bag

lunches

Support: working with

you

Page 134: Change toolkit - ACES

Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch1-2-1:

your dateWebsite: OD

& Change site

Coaching: Participating

in change

Network: Brown bag

lunches

Support: working with

you

Page 135: Change toolkit - ACES

Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch

Network: Brown bag

lunches

Website: OD & Change

site

Coaching: Participating

in change

Network: Brown bag

lunches

Support: working with

you

Page 136: Change toolkit - ACES

Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch

Network: Brown bag

lunches

SharePoint: OD & Change

site

Coaching: Participating

in change

Network: Brown bag

lunches

Support: working with

you

Page 137: Change toolkit - ACES

Training: CI

Training: Intelligent Manager

Training: Leading successful

change

Network: Staying in

touch

Network: Brown bag

lunches

Sharepoint: OD & Change

site

1-2-1: your date

Page 138: Change toolkit - ACES

OD and Change Team

Louis Aylward – [email protected]

More information on the OD and Change intranet pages

Andy Vallins (Head of OD and Change) – [email protected]

Thank you

Page 139: Change toolkit - ACES