Thursday, October 22, 2009

5 Facets of Change - Update

I've now made the changes to the 5 Facets of Change tool and this entry provides a quick summary of the modifications. I felt this was better than repeating much of the previous material.

I've created a Quicktime movie of an Apple Keynote presentation which contains all the details, and this can be downloaded from my website.

The central topic is now called Define the Change, and the five facets which support this are:


  1. Lead the Change

  2. Communicate the Change

  3. Manage the Change

  4. Deal with the Change

  5. Relate to the Change



The other key change is that the Changeability sub-heading is now part of Manage the Change rather than a part of the central theme. This is in keeping with the idea that any feasibility study needs to be part of the Start-up phase of the initiative. Otherwise the words in the previous blog entry still apply.

Clearly there is overlap between the different facets in terms of who, what, when and how, and different projects will have different emphasis in each of the areas. However, any change programme needs to consider all of these facets, and failure to do so will almost certainly lead to problems.

I hope this is useful - let me know if you're able to use it or if you have improvement suggestions. I'm planning to create a toolkit to support the 5 Facets which will include templates, checklists and other supporting materials to assist change managers and change teams. Watch out for more news.

Friday, October 9, 2009

5 Facets of Change - A Tool for new Change Agents

In this blog entry, as promised, I'm going to run through a simple tool that will help newcomers to Change Management, and should be useful for seasoned practitioners. Only a brief summary is shown here - more information will be available on my website (www.allygill.co.uk)in the next few days. This is still a work in progress and may be subject to change. Specifically, I'm looking to simplify the names of each of the facets to make them easier to remember! However, even in this early state, the tool provides the user with the key elements that must be considered before embarking on a change programme or project.

5 Facets of Change describes the five key elements which need to be considered throughout the change lifecycle. They support a central concept which describes the actual change you are trying to embed in your organisation.

5 Facets of Change.jpg


Change Definition & Integration
Defines the business process and/or technology needed to support the change, and determines how the change will be integrated into the business operations of the organisation. The 5 Facets of Change support this central theme.

Sponsorship, Change Team and Changeability
Defines the elements of change infrastructure required to initiate any serious change across an enterprise. These can be defined at the enterprise level and tailored for specific change projects.

  • Sponsorship - Builds sponsorship for the change and creates a learning organisation capable of planning, implementing and sustaining the change

  • Change Team - Establishes the team and support structures needed to plan, implement, and sustain the change

  • Changeability - Examines the propensity of the organisation towards change based on history, infrastructure and overall ability to change


Education, Training and Communication
Describes all communication activities associated with the change

  • Education & Training - Specifies a training and education program that will provide stakeholders with the skills and knowledge required for planning, implementing and sustaining the change(s)

  • Communication - Identifies two-way communication necessary to successfully plan, implement and sustain the change(s)


Planning, Management and Measurement
Defines all project management activities associated with implementing a change. Should align with organisational project management processes.

  • Planning & Management - Identifies the activities requirement to actively plan and manage the change to minimise the risk of failure

  • Measurement - Establishes a metrics program capable of tracking and monitoring business value measures, transition measures, and change readiness measures that will enable learning and continuous improvement.


People, Behaviour and Performance Management

  • People - Establishes how to deal with the people who will be affected by the change. Uses ADKAR model (Awareness, Desire, Knowledge, Ability, Reinforcement)

  • Behaviour & Performance Management - Establishes mechanisms that will reinforce behaviours that support the change and eliminate mechanisms that reinforce dysfunctional behaviours


Stakeholder Relationship Management
Identifies how to manage internal and external stakeholder expectations while planning, implementing and sustaining the change(s).

Friday, October 2, 2009

Sustainable Change Requires Preparation

Last time I wrote about a simple change lifecycle with a start, middle and end, and I focused attention to the end phase. That may seem a topsy turvy way of looking at things, but the reality is that if we don't think about the end goal at the start, we are going to have serious problems throughout the change cycle.

It is generally accepted that change initiatives should be managed as projects. This is not an unreasonable assumption as one definition of a project is
"a temporary endeavour undertaken to create a unique product, service or result."
In the case of a change initiative the unique product, service or result is the change itself. Given that our assumption is valid it becomes apparent that the start of our change cycle will involve some planning and analysis activities. The extent and nature of these start up activities will depend on the size and nature of the change, and will also vary depending on your position within the organisation. The difference between change project and other projects is that the degree of rigour required in the start-up activities is much greater when initiating organisational change. There are some additional considerations which may not be obvious to a product project oriented organisation.

When an organisation kicks-off a new project, for example to build a new piece of software, there should be some form of up-front benefit and impact analysis. It's a good idea to launch a project knowing that you will get some return on investment, and feeling relatively confident that the new work will not negatively affect existing business (although sadly this type of due diligence is often not performed, and projects with little chance of success are undertaken regardless of their implications). When undertaking an internal change project it is also a good idea to perform some kind of analysis regarding the ability and the capacity of the organisation to change. This means looking at the change history of the organisation (how successful were previous changes), the capacity of the organisation to absorb more change (how much change has recently taken place) and for both new and old businesses it's important to ensure that the infrastructure to support change is in place and effective (is there a change method, are there competent change agents). It is important to actually take notice of the data that you gather during this analysis. Many organisations ignore the information and go ahead regardless of the facts which will dramatically increase the risk of failure.

Who should be performing this start-up work? A dedicated change team is key, and should consist of a core team and subject matter experts who are co-opted into the team. Change management and project management are intimately linked and the change leader should have experience of both. Technical project managers may have the appropriate hard skills but sometimes lack the understanding of the change management cycle and the inherent difficulties associated with changing habits and culture. Change agents without the discipline of project management will also endanger the initiative as key tasks and activities may be forgotten or under prioritised. Management and control are paramount in a change programme just as they are in a technical one. A change project needs scope management, budgetary control, configuration management, risk, issues and resource management. Communications and stakeholder management need to be in place and followed with additional rigour. All these activities need a degree of up-front planning and management to maximise your ability to succeed. And of course you need to define, document and communicate your SMART (specific, measurable, achievable, relevant and time-bounded) objectives, along with your measurement plan to help you understand when you've reached you goal.

In the next entry we'll look at the Five Facets of Change - the keys to running successful change programmes.



Wednesday, September 23, 2009

Knowing When Enough is Enough

In an increasingly unstable world, where corporations and individuals are being subjected to manifest and constant change it's frustrating to realise that there are still very few people who understand enough about the management of change to enable change programmes to have the best chance of succeeding. Often, even the simplest concepts are ignored.

Given that change generally occurs over a period of time, it's not unreasonable to believe that some sort of lifecycle exists which can help us to manage the change. Even when change is spontaneous (such as when a person leaves an organisation), the effects still take time to manifest themselves across the organisational environment, particularly in the way that other people adjust and adapt. Some commentators actually resist the notion of organisational change altogether by talking about transitions by which we move from our current state to a desired state over a period of time.

So our simple change or transition lifecycle consists of three parts; a beginning, a middle and an end. In reality, each cycle probably feeds into further cycles in a rolling wave of changes, but we'll come back to that in a moment. Despite the simplicity of the lifecycle, many organisations ignore both the beginning and the end, and focus all their attention on the middle. There's an element of human nature at work here because the middle is the part of the cycle where things are seen to happen, especially by senior management. In this respect, a transition project is just the same as any other project. Impatient sponsors or customers want to see action and results. Time spent doing up-front planning appears to have less value than time spent doing. And as for time spent reviewing at the end - well, clearly that's of no value at all since the project has delivered, so there's no point in paying for it. It's a bit like trying to get children to wrap up presents before Christmas and write thank you letters afterwards - generally they're not interested because there's no obvious reward for doing so.

One of the key tasks that you need to perform during the beginning of your change cycle is to create the criteria to enable you to understand when the change is completed, which includes understanding when it's appropriate to begin the next change cycle. One of the main reasons that change initiatives fail is that new change cycles take place before the real success or failure of the preceding cycle is fully realised. I've come across several organisations that have embarked on rolling wave change initiatives where the current wave cancels out the achievements of previous ones - the old one step forward, three steps back scenario. Not only is this a waste of time, effort and money, but it leads to confusion across the organisation because change is never allowed to become embedded before it is swept out with the next tide. Confusion brought about through change initiatives will ultimately reduce the chance of success of future changes. The workforce will lose faith and trust in management that appear to be generating change for its own sake.

During the start-up phase of your transition you simply must set SMART objectives against which the change can be monitored during the transition. These don't have to be particularly complicated, but they must be designed so that you know when to stop. Once you've reached that end point, as part of the review process, there needs to be some mechanism to ring fence those changes so that subsequent change doesn't eradicate all the good work you've put in. Unless of course, the change has been unsuccessful and you need to fix it. But of course, that wouldn't happen to you, because you will have spent adequate time at the start to make sure that you minimise your risk of failing!

Next time, we'll look at the start phase of the change cycle in more detail.