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Ready, Set, Go!
The 100% Solution to
Change that Sticks
Copyright © Linkage. All rights reserved. www.linkageinc.com
About the Presenter
Stu Cohen
Change and Transition Practice Lead,
and Principal Consultant at Linkage
Copyright © Linkage. All rights reserved. www.linkageinc.com
Success Rate of Change Initiatives
4
• Deemed failures as
they do not produce
the expected results.
• Expected payoffs for
increased productivity
and efficiency gains
do not materialize.
• The ROI for the time
and money invested
is far too low.
Copyright © Linkage. All rights reserved. www.linkageinc.com
Reasons Change Initiatives Fail
• Lack of proper planning
• Ineffective program management and/or execution
• Lack of employee understanding and buy-in
5
Copyright © Linkage. All rights reserved. www.linkageinc.com
Major Hurdles to Successful Change
• Change Fatigue – 65%
• Organization lacks skills to sustain the change – 48%
–Decisions at C-Suite and leadership level
–Lack of input from managers and front line
• Don’t understand change or why its happening – 44%
• Disagree – 38%
Source: Strategy& Global Culture and Change Management Survey 2013 by Strategy & Katzenbach Center
6
Copyright © Linkage. All rights reserved. www.linkageinc.com
Poll: What Hurdles is Your Organization
Facing?
• Change Fatigue
• Organization lacks skill to sustain change
• Employees don’t understand the change or why it is
occurring
• Employees disagree with the change
• All of the above
7
Copyright © Linkage. All rights reserved. www.linkageinc.com
Managing Change
Strategic
Planning
Change
Leadership
Well run
organizations
have always
invested heavily
in this.
They have
also started
to invest in
this.
Copyright © Linkage. All rights reserved. www.linkageinc.com
The Six-Stage Change Process
6
Reinforce
the Change
1
Make the
Case for
Change
3
Communicate
the Vision and
Strategy
2
Enlist
Stakeholders
to Develop a
Vision and
Strategy
5
Set
Milestones
and
Acknowledge
Progress
4 Remove
Barriers
Copyright © Linkage. All rights reserved. www.linkageinc.com
Where Change Fails…or Succeeds
Complacency
False Starts/
Confusion/
Misalignment
Frustration
Cynicism/
Loss of
Momentum
Wasted
Effort
CHANGE
Common Vision Barriers Progress ReinforcementCase
Inaction/
Confusion/
Resistance
Common Vision Communication Progress ReinforcementCase
Common Vision Communication Barriers ReinforcementCase
Common Vision Communication Barriers ProgressCase
Common Vision Communication Barriers Progress ReinforcementCase
Common Vision Communication Barriers Progress Reinforcement
Communication Barriers Progress ReinforcementCase
Copyright © Linkage. All rights reserved. www.linkageinc.com
• The work of leadership is change
• Leaders provide stability by reminding people of what
in the “core” is NOT changing
• Leaders promote change
–Scan internal and external
environment for problems and
opportunities
–Mobilize people to meet the
challenges
The Role of Leadership
11
Copyright © Linkage. All rights reserved. www.linkageinc.com
Why We Are Here Today…What We Will Cover
• The difference between change and transition
• A framework for understanding how people
experience change
• Seven rules of transition management
#1:Transition is a process
#2: The timing of transition is different for each person
#3: Resistance is normal and natural
#4: Be sensitive to people’s losses
#5: The rumor mill is alive and well during transition
#6: Define what is and is not changing
#7: Bridge the gap between the old and the new
Copyright © Linkage. All rights reserved. www.linkageinc.com
Based on the work of William Bridges
13
William Bridges, 1933 - 2013
Copyright © Linkage. All rights reserved. www.linkageinc.com
Change
An event that is situational and is external to us. It
gets announced…you read about it in a
memo…you can see it on a calendar.
Change
Copyright © Linkage. All rights reserved. www.linkageinc.com
Change
An event that is situational and is external to us. It
gets announced…you read about it in a
memo…you can see it on a calendar.
SOMETHING OLD STOPS
Change
Copyright © Linkage. All rights reserved. www.linkageinc.com
Change
An event that is situational and is external to us. It
gets announced…you read about it in a
memo…you can see it on a calendar.
SOMETHING OLD STOPS SOMETHING NEW BEGINS
Change
Copyright © Linkage. All rights reserved. www.linkageinc.com
Transition
The gradual, internal emotional process that
happens inside as we learn to adapt to the
external change event.
Change
SOMETHING OLD STOPS SOMETHING NEW BEGINS
Copyright © Linkage. All rights reserved. www.linkageinc.com
Transition
The gradual, internal emotional process that
happens inside as we learn to adapt to the
external change event.
Change
SOMETHING OLD STOPS SOMETHING NEW BEGINS
Copyright © Linkage. All rights reserved. www.linkageinc.com
New Beginning
1
Most people are
energized…especially after
the dark, confusing and
sometimes discouraging days
in the neutral zone.
Back to “normal”…feel at
home once again.
You know who you
are…where you are
going…what you are doing.
Copyright © Linkage. All rights reserved. www.linkageinc.com
I’m now comfortable
with the change…
how about you?
End Result of the Transition Process
Copyright © Linkage. All rights reserved. www.linkageinc.com
THE CHANGE THE TRANSITION
Bringing together two companies
and culture. Getting comfortable
with new ways of operating and
taking on a new identify.
Learning new processes,
procedures and protocols and
getting comfortable with the
new technology.
Change vs. Transition: Professional
Promotion…learning the ropes of the
new job and getting comfortable
with changing relationships and new
responsibilities.
Copyright © Linkage. All rights reserved. www.linkageinc.com
Poll: In Transition?
How many of you are in the middle of some transition?
• Professional?
• Personal?
• Both?
Copyright © Linkage. All rights reserved. www.linkageinc.com
The Missing Piece
Strategic
Planning
Change
Leadership
Transition
Management
The Missing Piece
Well run
organizations
have always
invested heavily
in this.
They have
also started
to invest in
this.
Rule #1: Transition is a Process
Copyright © Linkage. All rights reserved. www.linkageinc.com
Ending
Neutral
Zone
New
Beginning
Rule #1:Transition is a Process
Copyright © Linkage. All rights reserved. www.linkageinc.com
Copyright © Linkage. All rights reserved. www.linkageinc.com
Poll: Recent Organization Change
Which was true for a change in your organization?
• Badly planned or implemented change created painful
transition
• Unmanaged transition got in the way of the change
working
• Both
27
Copyright © Linkage. All rights reserved. www.linkageinc.com
No Wonder…
We continue to read that up to 70% change initiatives
fail.
Rule #2: Timing for transition is
different for each person
Copyright © Linkage. All rights reserved. www.linkageinc.com
Rule #2: The timing for transition is different
for each person
Ending
Neutral
Zone
New
Beginning
Copyright © Linkage. All rights reserved. www.linkageinc.com
Transition Is like a Marathon
Copyright © Linkage. All rights reserved. www.linkageinc.com
Transition is Like a Marathon
Ending
Neutral
Zone
New
Beginning
Executives
Managers
Employees
Copyright © Linkage. All rights reserved. www.linkageinc.com
Copyright © Linkage. All rights reserved. www.linkageinc.com
Poll: Where Are You In Your Transition?
• Endings
• Neutral Zone
• New Beginning
• Multiple changes…in two or more at the same time
Rule #3: Resistance to change
is normal and natural.
Copyright © Linkage. All rights reserved. www.linkageinc.com
Rule #3: Resistance to change is normal and
natural
Copyright © Linkage. All rights reserved. www.linkageinc.com
It’s the Transition not the Change We Resist
• Expectations are disrupted
• Sense of security is threatened
• Feel powerless and vulnerable
• Feel incompetent
• Missing key information to help you
understand the implications of the
change
Copyright © Linkage. All rights reserved. www.linkageinc.com
Organizational Communication
Copyright © Linkage. All rights reserved. www.linkageinc.com
More Important During Times of Transition
Copyright © Linkage. All rights reserved. www.linkageinc.com
Communication Basics
40
 Tell the truth
 6x rule
 Vary the medium
 Ensure it’s two-way
 Be consistent
 Understanding is more
important than agreement
Rule #6: Define what is changing
and what is not
Copyright © Linkage. All rights reserved. www.linkageinc.com 42
Copyright © Linkage. All rights reserved. www.linkageinc.com
What Is and Is Not Changing
• People are more apt to get on-board with the change
if you are clear about what is and isn’t changing
–Sell the problem before selling the solution
–Sell the problem without putting down the past
43
Rule #7: Provide a bridge between
the new and old.
Copyright © Linkage. All rights reserved. www.linkageinc.com
Rule #7: Provide a bridge between the new and
the old.
“ It’s not so much that we’re afraid of
change, or so in love with the old
ways, but it’s that place in between
we fear…it’s like being in between
trapezes. It’s Linus when his blanket
is in the dryer. There is nothing to
hold on to.”
- Marilyn Ferguson, The Aquarian Conspiracy
Copyright © Linkage. All rights reserved. www.linkageinc.com
• Takes time to evolve to the
new ways
• The old way no longer works
but the new way has not
fully arrived or been fully
implemented
• Need a set of explicit
temporary arrangements
that help address the in-
between time…the time
between trapezes
Transitioning from the Old to the New
46
Copyright © Linkage. All rights reserved. www.linkageinc.com
Old Kitchen to New Kitchen…
What’s the Bridge?
47
Copyright © Linkage. All rights reserved. www.linkageinc.com
Travel Checklist
Copyright © Linkage. All rights reserved. www.linkageinc.com
Rule #7: Provide a bridge from the new to the
old
• Interim Reporting Relationships
• Enhanced/increased communication
• Confirm/clarify roles and responsibilities
• Training/job aids/super users
• Interim/Increased staffing
• Flexible work schedules
• Interim policies/procedures
• Interim performance standards
49
Copyright © Linkage. All rights reserved. www.linkageinc.com
Reasons Change Initiatives Fail
• Lack of proper planning
• Ineffective program management and/or execution
• Lack of employee understanding and buy-in
50
Copyright © Linkage. All rights reserved. www.linkageinc.com
Major Hurdles to Successful Change
• Change Fatigue – 65%
• Organization lacks skills to sustain the change – 48%
–Decisions at C-Suite and leadership level
–Lack of input from managers and front line
• Don’t understand change or why its happening – 44%
• Disagree – 38%
Source: Strategy& Global Culture and Change Management Survey 2013 by Strategy & Katzenbach Center
51
Copyright © Linkage. All rights reserved. www.linkageinc.com
Change That Sticks
• Understand the distinction between change and
transition
• Utilize Bridge’s transition framework for
understanding how people respond to change
• Pay attention to the seven rules of transition
management
Open Question &
Answer
Copyright © Linkage. All rights reserved. www.linkageinc.com
About Linkage
Linkage works with leaders and leadership teams worldwide to
build organizations that produce superior results. For over 25
years, we have delivered on this promise by strategically aligning
leadership, talent, and culture within organizations globally. We do
this by providing strategic consulting on leadership development
and talent management topics and through our learning institutes,
skill-building workshops, tailored assessment services, and
executive coaching.
scohen@linkageinc.com

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Ready, Set, Go! The 100% Solution to Change that Sticks

  • 1.
  • 2. Ready, Set, Go! The 100% Solution to Change that Sticks
  • 3. Copyright © Linkage. All rights reserved. www.linkageinc.com About the Presenter Stu Cohen Change and Transition Practice Lead, and Principal Consultant at Linkage
  • 4. Copyright © Linkage. All rights reserved. www.linkageinc.com Success Rate of Change Initiatives 4 • Deemed failures as they do not produce the expected results. • Expected payoffs for increased productivity and efficiency gains do not materialize. • The ROI for the time and money invested is far too low.
  • 5. Copyright © Linkage. All rights reserved. www.linkageinc.com Reasons Change Initiatives Fail • Lack of proper planning • Ineffective program management and/or execution • Lack of employee understanding and buy-in 5
  • 6. Copyright © Linkage. All rights reserved. www.linkageinc.com Major Hurdles to Successful Change • Change Fatigue – 65% • Organization lacks skills to sustain the change – 48% –Decisions at C-Suite and leadership level –Lack of input from managers and front line • Don’t understand change or why its happening – 44% • Disagree – 38% Source: Strategy& Global Culture and Change Management Survey 2013 by Strategy & Katzenbach Center 6
  • 7. Copyright © Linkage. All rights reserved. www.linkageinc.com Poll: What Hurdles is Your Organization Facing? • Change Fatigue • Organization lacks skill to sustain change • Employees don’t understand the change or why it is occurring • Employees disagree with the change • All of the above 7
  • 8. Copyright © Linkage. All rights reserved. www.linkageinc.com Managing Change Strategic Planning Change Leadership Well run organizations have always invested heavily in this. They have also started to invest in this.
  • 9. Copyright © Linkage. All rights reserved. www.linkageinc.com The Six-Stage Change Process 6 Reinforce the Change 1 Make the Case for Change 3 Communicate the Vision and Strategy 2 Enlist Stakeholders to Develop a Vision and Strategy 5 Set Milestones and Acknowledge Progress 4 Remove Barriers
  • 10. Copyright © Linkage. All rights reserved. www.linkageinc.com Where Change Fails…or Succeeds Complacency False Starts/ Confusion/ Misalignment Frustration Cynicism/ Loss of Momentum Wasted Effort CHANGE Common Vision Barriers Progress ReinforcementCase Inaction/ Confusion/ Resistance Common Vision Communication Progress ReinforcementCase Common Vision Communication Barriers ReinforcementCase Common Vision Communication Barriers ProgressCase Common Vision Communication Barriers Progress ReinforcementCase Common Vision Communication Barriers Progress Reinforcement Communication Barriers Progress ReinforcementCase
  • 11. Copyright © Linkage. All rights reserved. www.linkageinc.com • The work of leadership is change • Leaders provide stability by reminding people of what in the “core” is NOT changing • Leaders promote change –Scan internal and external environment for problems and opportunities –Mobilize people to meet the challenges The Role of Leadership 11
  • 12. Copyright © Linkage. All rights reserved. www.linkageinc.com Why We Are Here Today…What We Will Cover • The difference between change and transition • A framework for understanding how people experience change • Seven rules of transition management #1:Transition is a process #2: The timing of transition is different for each person #3: Resistance is normal and natural #4: Be sensitive to people’s losses #5: The rumor mill is alive and well during transition #6: Define what is and is not changing #7: Bridge the gap between the old and the new
  • 13. Copyright © Linkage. All rights reserved. www.linkageinc.com Based on the work of William Bridges 13 William Bridges, 1933 - 2013
  • 14. Copyright © Linkage. All rights reserved. www.linkageinc.com Change An event that is situational and is external to us. It gets announced…you read about it in a memo…you can see it on a calendar. Change
  • 15. Copyright © Linkage. All rights reserved. www.linkageinc.com Change An event that is situational and is external to us. It gets announced…you read about it in a memo…you can see it on a calendar. SOMETHING OLD STOPS Change
  • 16. Copyright © Linkage. All rights reserved. www.linkageinc.com Change An event that is situational and is external to us. It gets announced…you read about it in a memo…you can see it on a calendar. SOMETHING OLD STOPS SOMETHING NEW BEGINS Change
  • 17. Copyright © Linkage. All rights reserved. www.linkageinc.com Transition The gradual, internal emotional process that happens inside as we learn to adapt to the external change event. Change SOMETHING OLD STOPS SOMETHING NEW BEGINS
  • 18. Copyright © Linkage. All rights reserved. www.linkageinc.com Transition The gradual, internal emotional process that happens inside as we learn to adapt to the external change event. Change SOMETHING OLD STOPS SOMETHING NEW BEGINS
  • 19. Copyright © Linkage. All rights reserved. www.linkageinc.com New Beginning 1 Most people are energized…especially after the dark, confusing and sometimes discouraging days in the neutral zone. Back to “normal”…feel at home once again. You know who you are…where you are going…what you are doing.
  • 20. Copyright © Linkage. All rights reserved. www.linkageinc.com I’m now comfortable with the change… how about you? End Result of the Transition Process
  • 21. Copyright © Linkage. All rights reserved. www.linkageinc.com THE CHANGE THE TRANSITION Bringing together two companies and culture. Getting comfortable with new ways of operating and taking on a new identify. Learning new processes, procedures and protocols and getting comfortable with the new technology. Change vs. Transition: Professional Promotion…learning the ropes of the new job and getting comfortable with changing relationships and new responsibilities.
  • 22. Copyright © Linkage. All rights reserved. www.linkageinc.com Poll: In Transition? How many of you are in the middle of some transition? • Professional? • Personal? • Both?
  • 23. Copyright © Linkage. All rights reserved. www.linkageinc.com The Missing Piece Strategic Planning Change Leadership Transition Management The Missing Piece Well run organizations have always invested heavily in this. They have also started to invest in this.
  • 24. Rule #1: Transition is a Process
  • 25. Copyright © Linkage. All rights reserved. www.linkageinc.com Ending Neutral Zone New Beginning Rule #1:Transition is a Process
  • 26. Copyright © Linkage. All rights reserved. www.linkageinc.com
  • 27. Copyright © Linkage. All rights reserved. www.linkageinc.com Poll: Recent Organization Change Which was true for a change in your organization? • Badly planned or implemented change created painful transition • Unmanaged transition got in the way of the change working • Both 27
  • 28. Copyright © Linkage. All rights reserved. www.linkageinc.com No Wonder… We continue to read that up to 70% change initiatives fail.
  • 29. Rule #2: Timing for transition is different for each person
  • 30. Copyright © Linkage. All rights reserved. www.linkageinc.com Rule #2: The timing for transition is different for each person Ending Neutral Zone New Beginning
  • 31. Copyright © Linkage. All rights reserved. www.linkageinc.com Transition Is like a Marathon
  • 32. Copyright © Linkage. All rights reserved. www.linkageinc.com Transition is Like a Marathon Ending Neutral Zone New Beginning Executives Managers Employees
  • 33. Copyright © Linkage. All rights reserved. www.linkageinc.com
  • 34. Copyright © Linkage. All rights reserved. www.linkageinc.com Poll: Where Are You In Your Transition? • Endings • Neutral Zone • New Beginning • Multiple changes…in two or more at the same time
  • 35. Rule #3: Resistance to change is normal and natural.
  • 36. Copyright © Linkage. All rights reserved. www.linkageinc.com Rule #3: Resistance to change is normal and natural
  • 37. Copyright © Linkage. All rights reserved. www.linkageinc.com It’s the Transition not the Change We Resist • Expectations are disrupted • Sense of security is threatened • Feel powerless and vulnerable • Feel incompetent • Missing key information to help you understand the implications of the change
  • 38. Copyright © Linkage. All rights reserved. www.linkageinc.com Organizational Communication
  • 39. Copyright © Linkage. All rights reserved. www.linkageinc.com More Important During Times of Transition
  • 40. Copyright © Linkage. All rights reserved. www.linkageinc.com Communication Basics 40  Tell the truth  6x rule  Vary the medium  Ensure it’s two-way  Be consistent  Understanding is more important than agreement
  • 41. Rule #6: Define what is changing and what is not
  • 42. Copyright © Linkage. All rights reserved. www.linkageinc.com 42
  • 43. Copyright © Linkage. All rights reserved. www.linkageinc.com What Is and Is Not Changing • People are more apt to get on-board with the change if you are clear about what is and isn’t changing –Sell the problem before selling the solution –Sell the problem without putting down the past 43
  • 44. Rule #7: Provide a bridge between the new and old.
  • 45. Copyright © Linkage. All rights reserved. www.linkageinc.com Rule #7: Provide a bridge between the new and the old. “ It’s not so much that we’re afraid of change, or so in love with the old ways, but it’s that place in between we fear…it’s like being in between trapezes. It’s Linus when his blanket is in the dryer. There is nothing to hold on to.” - Marilyn Ferguson, The Aquarian Conspiracy
  • 46. Copyright © Linkage. All rights reserved. www.linkageinc.com • Takes time to evolve to the new ways • The old way no longer works but the new way has not fully arrived or been fully implemented • Need a set of explicit temporary arrangements that help address the in- between time…the time between trapezes Transitioning from the Old to the New 46
  • 47. Copyright © Linkage. All rights reserved. www.linkageinc.com Old Kitchen to New Kitchen… What’s the Bridge? 47
  • 48. Copyright © Linkage. All rights reserved. www.linkageinc.com Travel Checklist
  • 49. Copyright © Linkage. All rights reserved. www.linkageinc.com Rule #7: Provide a bridge from the new to the old • Interim Reporting Relationships • Enhanced/increased communication • Confirm/clarify roles and responsibilities • Training/job aids/super users • Interim/Increased staffing • Flexible work schedules • Interim policies/procedures • Interim performance standards 49
  • 50. Copyright © Linkage. All rights reserved. www.linkageinc.com Reasons Change Initiatives Fail • Lack of proper planning • Ineffective program management and/or execution • Lack of employee understanding and buy-in 50
  • 51. Copyright © Linkage. All rights reserved. www.linkageinc.com Major Hurdles to Successful Change • Change Fatigue – 65% • Organization lacks skills to sustain the change – 48% –Decisions at C-Suite and leadership level –Lack of input from managers and front line • Don’t understand change or why its happening – 44% • Disagree – 38% Source: Strategy& Global Culture and Change Management Survey 2013 by Strategy & Katzenbach Center 51
  • 52. Copyright © Linkage. All rights reserved. www.linkageinc.com Change That Sticks • Understand the distinction between change and transition • Utilize Bridge’s transition framework for understanding how people respond to change • Pay attention to the seven rules of transition management
  • 54. Copyright © Linkage. All rights reserved. www.linkageinc.com About Linkage Linkage works with leaders and leadership teams worldwide to build organizations that produce superior results. For over 25 years, we have delivered on this promise by strategically aligning leadership, talent, and culture within organizations globally. We do this by providing strategic consulting on leadership development and talent management topics and through our learning institutes, skill-building workshops, tailored assessment services, and executive coaching. scohen@linkageinc.com