Change Management Strategy Formulation

Ever tried to change a tire while the car's still moving? That's what implementing organizational change can feel like for you and your team. We've all been there. 😅 Pushing through changes without a clear strategy, hoping sheer determination and long nights would be enough. But nope. The change initiative ended in confusion, resistance, or maybe didn't make it across the finish line before everyone abandoned ship. I've been there—from implementing organization wide learning programs to updating team policies. And let me tell you, without a roadmap, it's chaos. 🌪️ ---From Chaos to Smoother Sailing---- Enter the Knoster Model for Managing Complex Change. It's like GPS for navigating the treacherous waters of change management. This model has been hanging in my office for the last 10 years, serving as a visual cue to ensure I have all 5 elements covered before taking on change initiatives. ----Here's the Model---- Vision + Skills + Incentives + Resources + Action Plan = Successful Change 🔹 Vision: Where we want to go 🔹 Skills: What we need to know 🔹 Incentives: Why we should care 🔹 Resources: What we need to use 🔹 Action Plan: How we'll get there -----The Impact of Missing an Element---- 🚫No Vision? Confusion reigns 🚫Lacking Skills? Anxiety spikes 🚫Forget Incentives? Resistance grows 🚫Skimp on Resources? Frustration builds 🚫Skip the Action Plan? False starts abound Over the years, this model has become my diagnostic tool. When I hear confusion about where we're going or what we're trying to achieve, I immediately know I haven't been clear on the vision element. 🚩 It's like a red flag waving, telling me to step back and refocus on communicating our goals and business objectives. Similarly, when I notice people are confused about how they're going to meet the vision, it's a clear sign that I haven't properly set them up for success with the right skills. This realization always prompts me to pause and reassess where I can improve. 🔄 It's a simple framework and can also be used as a self-assessment tool. Now, it's your turn to put this model into action: Think about a change initiative you're currently planning or struggling with. Which of the five elements needs your attention most? Is your vision crystal clear? Are your team's skills up to par? Which element are you excellent at?

Ever heard of the Lippitt-Knoster Model for Managing Complex Change? It's a classic in the change management world, laying out the essential pieces needed to navigate big transformations. Taking a cue from that, I've adapted it to fit the world of digital transformation. There are seven key elements you can't afford to miss: Vision, Strategy, Objectives, Capabilities, Architecture, Roadmap, and Projects & Programs. Skip any one of these, and you're asking for trouble. Here’s why each one matters: • 𝐕𝐢𝐬𝐢𝐨𝐧: This is the 'what' of your transformation. A clear vision gives everyone a target to aim for, aligning all efforts and keeping the team focused. • 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲: Think of this as the 'why' and 'how.' A solid strategy explains the logic behind your vision, showing how you plan to get there and why it's the best route. It’s designed to guide everyone in the company on how to make decisions that support the vision, aligning all efforts and keeping the team focused. • 𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐯𝐞𝐬: These are your milestones. Clear, specific objectives make it easy to measure success and ensure everyone knows what's important. Without them, you can easily veer off course and waste resources. • 𝐂𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬: These are what your company will now be able to do that it wasn't able to before in order to achieve the objectives. These can be organizational capabilities (like improved decision-making), technical capabilities (such as real-time operational visibility), or other types like enhanced customer engagement or streamlined processes. • 𝐀𝐫𝐜𝐡𝐢𝐭𝐞𝐜𝐭𝐮𝐫𝐞: A robust architecture ensures all your tech works together smoothly, preventing inefficiencies and costly headaches. This includes various types of architecture such as data architecture, IT infrastructure architecture, enterprise architecture, and functional architecture. Effective architecture is central to reducing technical debt and aligning software with broader business transformation goals. • 𝐑𝐨𝐚𝐝𝐦𝐚𝐩: Your roadmap is the game plan. It lays out the sequence of actions, helping you avoid uncertainty and missteps. It's your guide to getting things done right. • 𝐏𝐫𝐨𝐣𝐞𝐜𝐭𝐬 & 𝐏𝐫𝐨𝐠𝐫𝐚𝐦𝐬: These are where the rubber meets the road. Actionable projects and programs turn your strategy into reality, making sure your plans lead to real, tangible outcomes. From my experience, I think '𝐂𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬' and '𝐑𝐨𝐚𝐝𝐦𝐚𝐩' are the two most overlooked. What do you think? ******************************************* • Follow #JeffWinterInsights to stay current on Industry 4.0 and other cool tech trends • Ring the 🔔 for notifications!

No need to Fail. No need to Reinvent the Wheel. Do this instead. 70% of Business Change Initiatives Fail. While I cannot find much evidence behind this often shared stat, through experience, I have seen many Change Initiatives Fail. Using a proven Change Management system, you can help set the foundation for success. Below are Two common models and One that I use with high success. 𝗞𝗼𝘁𝘁𝗲𝗿'𝘀 8 𝗦𝘁𝗲𝗽𝘀 𝗳𝗼𝗿 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗖𝗵𝗮𝗻𝗴𝗲 • Best Use: Significant change initiatives such as Cultural • Developed by Harvard professor and change management expert John Kotter 1) Create a Sense of Urgency: Why Change is necessary 2) Build A Guiding Coalition: Build a Team that can drive the change. 3) Form a Strategic Vision: What does Change look like? Inspire. 4) Enlist a Volunteer Army: Communicate to get team members on board and aware of their role. 5) Enable Action by Removing Barriers: Empower others through training, providing resources and removing roadblocks. 6) Generate Short-Term Wins: Break plan into steps and allow team to see progress early. 7) Sustain Acceleration: Drive Continuous Improvement through wins and feedback. 8) Institute Change: Ensure feedback loops. Revisit previous steps if change is not sticking. 𝗔𝗗𝗞𝗔𝗥 𝗺𝗼𝗱𝗲𝗹 • Best Use: Process Changes such as Technology or Manufacturing Floor Changes • Developed by Prosci founder Jeff Hiatt A - Awareness: Of the need for change - Communicate this need. D - Desire: To participate and support the change - Answer "What's in it for me?" for your team K - Knowledge: On how to change - Communicate, train, and address skill gaps. A - Ability: To implement required skills and behaviors - Monitor to provide feedback. Set metrics and reasonable goals. R - Reinforcement: To sustain the change - Continue working with Team Members to institute change 𝗔3 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 • Best Use: Process Change, Solving Problems • Developed by Toyota Motor Corporation Being process-minded myself, this 11-Part Process is a go-to for me in times of change. 1) Identify the Problem - What is our Opportunity for Improvement/Change 2) Identify the Core Team - Who needs to be involved? Approve? 3) Current State - What is current process? Quantify the problem. 4) Root Cause Analysis - Understand the true cause/need for change 5) Countermeasures & Solutions - What changes and ideas will solve the Root Cause 6) Define Future State - What are we trying to be? 7) Implementation Plan - Specific actions with Owners. 8) Follow-Through Plan - How will we hold owners accountable and communicate progress and early wins? 9) Get Everyone Affected on Board - Communicate the 7 Steps above to all Stakeholders. 10) Implement Actions 11) Evaluate Results - Are we progressing towards Future State? Have we checked for effectiveness - have changes been instituted? Do you use a Change Management Model when instituting change? Provide your best tips for seeing successful Change.

Most changes fail, especially if they are complex. But why? The Lippitt-Knoster model explains exactly why you don’t get what you want. Making changes is notoriously difficult, especially if they are substantial and complex. In response, there are many change management approaches and step-by-step instructions for managing change. But, to manage change, it is essential to first understand it. Once we know the key ingredients of a successful change, we know what it takes to make it. Even more importantly, once we know these ingredients, we also know WHY a change fails, so that we can do something about it. According to the Lippitt-Knoster Model for Managing Complex Change, a complete change effort requires the following six ingredients: 👉 Vision: sets the direction and explains why the change is needed 👉 Consensus: creates alignment and commitment for the change 👉 Skills: outlines the skills and expertise needed to realize the change 👉 Incentives: creates the motivation and drive to make the change 👉 Resources: enables the change with the needed time, money and tools 👉Action Plan: clarifies the roadmap and steps for realizing the change All six are needed. Consensus was added later by Knoster and it’s not so clear if both originators agree. Yet, I find it essential for any change to be successful, so you need all six. If you miss one you don’t get the change you want. ❌ Miss Vision and you get Confusion ❌ Miss Consensus and you get Sabotage ❌ Miss Skills and you get Anxiety ❌ Miss Incentives and you get Resistance ❌ Miss Resources and you get Frustration ❌ Miss Action Plan and you get False Starts So, here is what it takes to make a successful (complex) change: Step 1: Vision. Create and share a clear vision of the change and why it is needed. What will the new situation look like? Step 2: Consensus. Engage people across the organization to gather input and align their viewpoints in line with the vision. Step 3: Skills. Identify which skills are needed, provide the necessary training, upskill or attract people with the right skills. Step 4: Incentives. Understand what motivates people and create the right mechanisms for intrinsic and extrinsic motivation. Step 5: Resources. Reserve enough time and money for making the change and obtain the necessary tools, technologies and other resources. Step 6: Action Plan. Develop a high-level roadmap and detailed action plan that outlines the priorities, order and steps for making the change. === Want to create true and lasting change? Then the Certified Strategy and Implementation Consultant (CSIC) program may be something for you. For more information and registration for the September 2024 cohort of this exciting program, and booking a call with our enrollment advisor, visit our website strategy.inc. 

Mastering Change: 6 Key Lessons for Effective Change Management Change management is both an art and a science, requiring thoughtful planning, strong leadership, and ongoing engagement with stakeholders. Its purpose is to ensure steady sailing in uncharted waters. Here are 6 key lessons for success: 1. Strong Leadership and Vision are Non-Negotiable: Leaders must articulate the purpose of the change, align it with organizational goals, and embody the change themselves. John Kotter’s work on change management emphasizes the importance of establishing a guiding coalition to lead and support change efforts (Kotter, 1996). When leadership is engaged, employees are more likely to follow suit. 2. Build an Effective Comms Strategy: Research shows that employees resist change when they feel uninformed or when they perceive the process as secretive (Armenakis & Harris, 2002). Regular updates, Q&A sessions, and opportunities for feedback help reduce anxiety and build trust. 3. Address Resistance Early with Agility: Resistance to change is a natural response, stemming from fear of the unknown, perceived threats to job security, or lack of clarity about the benefits. Proactive change managers identify sources of resistance and address them regularly at each iteration with empathy, training, and involvement. As Lewin’s Change Model suggests, creating a compelling reason for change (“unfreezing”) helps overcome resistance (Lewin, 1947). ICAgile 4. Engage Stakeholders Early and Often: Stakeholder engagement fosters buy-in and reduces opposition. Involving employees in the planning and implementation process not only builds trust but also surfaces valuable insights. Prosci ‘s Change Management Model highlights the importance of active stakeholder involvement in ensuring the change is both adopted and sustained (Hiatt, 2006). 5. Invest in Training Often: Change often requires employees to learn new skills or adapt to new processes. Providing adequate training and ongoing support can make or break adoption rates. Studies have shown that employees are more likely to embrace change when they feel prepared and supported throughout the transition (Burke, 2017). Association for Talent Development (ATD) 6. Measure and Adapt: Regular evaluation helps identify gaps and refine strategies. Continuous evaluation ensures that the change initiative stays on track. Key performance indicators (KPIs) and regular feedback loops allow organizations to identify gaps and make necessary adjustments. Without this iterative process, changes risk failing due to unaddressed issues. McKinsey & Company By focusing on communication, addressing resistance, and providing robust training, organizations can foster a culture that embraces change and thrives in an ever-evolving business environment ready to navigate change effectively. Association of Change Management Professionals (ACMP Global) ACMP DC Society for Industrial and Organizational Psychology (SIOP) SHRM

Why your change efforts fail—and how to fix them. Uncover hidden obstacles that sabotage your best plans. Change is hard, but it doesn’t have to be chaotic. The Knoster Model breaks down the essential components for successful change. It’s a simple yet powerful framework that highlights what can go wrong when a key element is missing. Let’s break it down: Vision ↳ Without a clear vision, you’re setting yourself up for confusion. ↳ People need to know where they’re headed. Skills ↳ Lacking the necessary skills leads to anxiety.      ↳ Training and development are critical. Incentives ↳ No incentives? Expect resistance. ↳ People need to see the value in the change. Resources ↳ Missing resources create frustration.  ↳ Make sure teams have what they need to succeed. Action Plan ↳ An unclear action plan results in false starts. ↳ A well-thought-out plan is the backbone of execution. Success isn’t just about having the right pieces—it’s about ensuring none of them are missing. Has your team faced these obstacles during change? Share your experiences to help others navigate similar challenges. ⬇️ ♻️ Found this helpful? Share to spread the word about effective change management. Follow Tom Wanek for more strategies on leading successful change initiatives.