When Data Isn’t Enough:The Human Side of Change

# T C 1 8

James Baker

Principal Technical Advisor

Tableau

Change Management

Goals: BHAGs, KPIs, OKRs

Key Performance Indicator

Objectives & Key Results

Big Hairy Audacious Goal

Kotter’s 8 Step Process for Leading Change

1. Create a sense of urgency

2. Build a guiding coalition

3. Form a strategic vision and initiatives

4. Enlist a volunteer army

5. Enable action by removing barriers

6. Generate short-term wins

7. Sustain acceleration

8. Institute change

www.kotterinc.com/book/leading-change/

ADKAR

• Awareness

• Desire

• Knowledge

• Ability

• Reinforcement

www.prosci.com/adkar/adkar-model

Behavior Engineering Model

1. Norms & expectations

2. Tools & processes

3. Data & visible results

4. Skills & knowledge

5. Raw capability limits

6. Motivations & desires

19781998

2018

Arlo Belshee (unpublished)

Intrinsic

ExtrinsicX

Behavior Engineering Model

Norms Tools/Proc Data Knowledge

Intrinsic Beliefs Work Tools EffectsSelf-guided Learning

Extrinsic Social Norms Governance AssessmentPush-based Learning

Arlo Belshee (unpublished)

Behavior Engineering Model

Norms Mechanisms Data Knowledge

Intrinsic Beliefs Work Tools EffectsSelf-guided Learning

Extrinsic Social Norms Governance AssessmentPush-based Learning

Root Cause Analysis (RCA) + Remediation

Hazard thinking:

• What set us up to make the mistake?

• What made the mistake harder to find?

• What made the mistake harder to fix?

Tableau (unpublished)

Remediation:

• Incremental

• Time-boxed

• Short-lived

Change Discovery

Behavior Engineering Model

Norms Tools/Proc Data Knowledge

Intrinsic Beliefs Work Tools EffectsSelf-guided Learning

Extrinsic Social Norms Governance AssessmentPush-based Learning

Retrospectives

pragprog.com/titles/dlret/agile-retrospectives

Inspect

and

Adapt

Circles and Soup

Control → Direct action

Influence → Persuade

“The Soup” → Response action

www.futureworksconsulting.com/blog/2010/07/26/circles-and-soup/

Structural Tension

1. What is the ideal state?

2. What is the current reality?

www.thwink.org/soft/info/process/structural/StructuralTension.html

Change-ability

Team Improvement – Retrospectives

pragprog.com/titles/dlret/agile-retrospectives

Inspect

and

Adapt

Identify and remove

Impediments

Continuous Improvement

=

Team Safety – Project Aristotle

Can we, as a team, take a risk

without feeling insecure or

embarrassed?

1. Frame the work as a learning

problem, not an execution problem

2. Acknowledge your own fallibility

3. Model curiosity and ask lots of

questions

rework.withgoogle.com/subjects/teams/

Strategy – Lean Startup

Weaponize the scientific method

• Identify assumptions, try to disprove them

• Listen to the data

• Build, Measure, Learn (loop)

• Lower cycle time, maximize learning

theleanstartup.com/

Planning – Cynefin

cognitive-edge.com/videos/cynefin-framework-introduction/

Agility – Agile Fluency Model

www.agilefluency.org/model.php

Agility – James’s Agile Triangle

Agile Teaming

Agile Engineering

Agile Leadership

Changeis Life

People – Adult Development

“Subject-to-Object shift”

Robert Keegan

People – Immunity to Change

Commitment (improvement goal)

Doing/not doing instead

Hidden competing commitments

Big assumptions

mindsatwork.com/

Org. – Deliberately Developmental Orgs

“In most organizations nearly everyone is doing a

second job no one is paying them for—namely,

covering their weaknesses, trying to look their

best, and managing other people’s impressions of

them.”

“What if a company did everything in its power to

create a culture in which everyone… could

overcome their own internal barriers to change

and use errors and vulnerabilities as prime

opportunities for personal and company

growth?”

www.waytogrowinc.com/an-everyone-culture

Org. – Reinventing Organizations

www.reinventingorganizations.com/

Orange(modern/machine)

• Meritocracy

• Accountability

• Innovation

Teal(next-stage/organism)

• Self-management

• Wholeness

• Evolutionary purpose

Green(postmodern/family)

• Values-driven

• Empowerment

• Stakeholders

Change Management• BHAG, KPI, OKR

• Kotter’s 8 Steps

• ADKAR

• RCA + Remediation

• Behavior Engineering Model

Change Discovery• Retrospectives

• Circles and Soup

• Structural Tension

Cheat Sheet

Changeability• Psychological Safety

• Lean Startup

• Cynefin

• Agile Fluency Model

• James’s Agile Triangle

Change is Life• Adult Development

• Immunity to Change

• Deliberately Developmental Orgs

• Teal Organizations

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James BakerTwitter: @jambarreeLinkedIn: linkedin.com/in/jamesabaker