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1brightspot strategy Eight Schools Association©2016. All Rights Reserved.
Building a Change–Ready Organization
The Mindset, Toolset, and Skillset enabling
more responsiveness and resilience
Elliot Felix
Founder, brightspot strategy
2brightspot strategy Eight Schools Association©2016. All Rights Reserved.
hello!
3brightspot strategy Eight Schools Association©2016. All Rights Reserved.
about brightspot
experienceWe guide organizations
to their future.
4brightspot strategy Eight Schools Association©2016. All Rights Reserved.
about brightspot
5brightspot strategy Eight Schools Association©2016. All Rights Reserved.
today’s agenda:
ToolsetMindset
Questions and Discussion
Introduction
Skillset
6brightspot strategy Eight Schools Association©2016. All Rights Reserved.
What are some factors
creating change in your
organization?
7brightspot strategy Eight Schools Association©2016. All Rights Reserved.
What are some factors that
create a resistance to change
in your organization?
8brightspot strategy Eight Schools Association©2016. All Rights Reserved.
mindset
9brightspot strategy Eight Schools Association©2016. All Rights Reserved.
How might you think
differently as a leader to
build a more change-ready
organization?
10brightspot strategy Eight Schools Association©2016. All Rights Reserved.
listen and guide, not direct
something Color Era Mgmt by Innovation Metaphor Examples
Teal Today Self Self-management
Wholeness
Evolutionary-
Purpose
Living
Organism
Morningstar,
Patagonia,
Valve Software
Green Post-
Modern /
Information
Culture
and Values
Values and
Purpose
Empowerment
Multi-stakeholder
Family Starbucks, Ben
& Jerry's,
Southwest
Orange Scientific /
Industrial
Objectives Innovation
Accountability
Meritocracy
Machine Modern
corporation
Amber Traditional
/ Agrarian
Hierarchy Long-term POV
Size and Structure
Army Army, Church,
Public Schools
Red Tribal Fear N/A Wolf Pack Gangs, Mafia
11brightspot strategy Eight Schools Association©2016. All Rights Reserved.
self-organizing story: Morning Star
https://hbr.org/2011/12/first-lets-fire-
all-the-managers
The mission is the boss
Employees create annual “CLOU”s
Anyone can suggest improvements
Anyone can spend resources
No titles or promotions
Peer-based compensation decisions
12brightspot strategy Eight Schools Association©2016. All Rights Reserved.
embrace lean to test and iterate
Instead of beginning with an idea you think people want,
spending years to develop it, launching it, and failing…
you conduct quick tests with increasing detail to get
feedback, learn, and deliver something you know people
will use and value.
Why adopt a lean approach?
•  Minimize risk
•  Build support and loyalty
•  Change the pitch
13brightspot strategy Eight Schools Association©2016. All Rights Reserved.
a lean story: Adobe Kickbox
Source: http://www.fastcodesign.com/3042128/adobes-kickbox-the-kit-to-launch-your-next-big-idea
14brightspot strategy Eight Schools Association©2016. All Rights Reserved.
•  You don’t have to have all the answers – you can
listen to where the organization wants to go and
you can test and refine as you go
•  The more you distribute responsibility, the faster
you can move and the more easily you can change
•  The greater the transparency and participation, the
greater the ownership and engagement (and the
more change-ready you are)
a few lessons…
15brightspot strategy Eight Schools Association©2016. All Rights Reserved.
Reflection and Discussion
16brightspot strategy Eight Schools Association©2016. All Rights Reserved.
mindset reflection and discussion
Take a couple minutes to
reflect and write, then we’ll
discuss as a group.
17brightspot strategy Eight Schools Association©2016. All Rights Reserved.
Toolset
18brightspot strategy Eight Schools Association©2016. All Rights Reserved.
What tools can you apply so that
you can be more nimble?
19brightspot strategy Eight Schools Association©2016. All Rights Reserved.
design better meetings
Most organizations spend a significant amount of their time meeting, but rarely are these
meetings designed. Being intentional about the “5Ps” boosts efficiency and effectiveness.
PURPOSE PEOPLE PROTOCOLS PRODUCTS PLACE
Is the meeting
needed? If so, to
accomplish what?
What is the desired
outcome?
What type of group
is it? Deciders?
Creators? Recurring
or 1-time? Team or
strangers?
How will people
participate? How
will decisions be
made? Who is
playing what role?
What does the
group need to
produce? A list? A
map? Comments? A
prototype?
What’s the best
configuration and
setting for the
people involved and
activities planned?
20brightspot strategy Eight Schools Association©2016. All Rights Reserved.
make better decisions
Most organizations lose time, money, and people over how they make decisions – generally
when the type of decision-making process is misunderstood. Make the type explicit.
Decision by one
person without
consulting others
Decision is made by
one person with
consultation from
others
Decision is made by
the group based on
the most favored
choice
Everyone has a
voice that is heard
and agrees to go
with direction,
despite objection
Decision made by
group unanimity
INDEPENDENT CONSENSUSCONSULTATIVE MAJORITY CONSENT
21brightspot strategy Eight Schools Association©2016. All Rights Reserved.
a few lessons…
•  Thinking differently only happens when you
operate differently – and it’s easier to act your way
into thinking differently than think your way into
acting differently
•  How you design, facilitate, and document your
meetings can enable you to be responsive and
embrace change
•  How you make decisions can increase or decrease
your productivity and your team’s buy-in
22brightspot strategy Eight Schools Association©2016. All Rights Reserved.
Reflection and Discussion
23brightspot strategy Eight Schools Association©2016. All Rights Reserved.
toolset reflection and discussion
Take a couple minutes to
reflect and write, then we’ll
discuss as a group.
24brightspot strategy Eight Schools Association©2016. All Rights Reserved.
Skillset
25brightspot strategy Eight Schools Association©2016. All Rights Reserved.
What skills do you need as a
leader to adapt to change?
26brightspot strategy Eight Schools Association©2016. All Rights Reserved.
tell clear and compelling stories
Most change initiative fail. Many because it’s poorly communicated. Have your elevator
pitch down and then think about story archetypes. Remember story is strategy (B. Horowitz)
To turn your pitch into a story, consider
following a tried-and-true story archetype:
•  Overcoming the monster
•  Rebirth
•  Quest
•  Journey and return
•  Rags to riches
•  Tragedy
•  Comedy
To get to the essence of what your idea,
initiative, program or plan, use this madlib:
For <audience> who <motivation> we
deliver <idea / initiative / program>
with <unique characteristic> that
<benefit to audience>.
For example: For leaders who want more
nimble organizations, this presentation
delivers ideas about the change mindset,
toolset, and skillset with opportunities to
reflect that apply these ideas to their work.
27brightspot strategy Eight Schools Association©2016. All Rights Reserved.
a story about a new workplace initiative
“The Work+ program
integrates the university’s
technology, training and
facilities expertise in a way
that enables colleges and
units to redesign their
workplace into a variety
spaces…to be as effective
as possible.”
before after
28brightspot strategy Eight Schools Association©2016. All Rights Reserved.
prototyping
Making incremental progress, testing ideas, minimizing risk and building momentum all rely
upon skills to prototype – and getting matching the fidelity and duration right.
Dimensions of Fidelity:
1.  Breadth: how much of function
is included?
2.  Depth: how much of back end
function is there?
3.  Interaction: how do customers
and staff interact with it?
4.  Look and Feel: how closely
does it approximate the
concept?
Skills needed:
•  Comfort with ambiguity and uncertainty
•  Writing (i.e., role play scripts)
•  Acting and improv
•  Physical and digital making
•  Storytelling
•  Assessment
29brightspot strategy Eight Schools Association©2016. All Rights Reserved.
prototype IT helpdesk
30brightspot strategy Eight Schools Association©2016. All Rights Reserved.
a few lessons…
•  Change happens faster went you break it into
smaller increments that you can assess, tweak, and
scale up
•  Testing things out requires specific skills you’ll
need to build
•  Changes are adopted and sustained because of
the stories you tell
31brightspot strategy Eight Schools Association©2016. All Rights Reserved.
Reflection and Discussion
32brightspot strategy Eight Schools Association©2016. All Rights Reserved.
skillset reflection and discussion
Take a couple minutes to
reflect and write, then we’ll
discuss as a group.
33brightspot strategy Eight Schools Association©2016. All Rights Reserved.
questions?
34brightspot strategy Eight Schools Association©2016. All Rights Reserved.
thank you!
elliot@brightspotstrategy.com
@elliotfelix
www.brightspotstrategy.com
@brightspotter

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Building a Change-Ready Organization

  • 1. 1brightspot strategy Eight Schools Association©2016. All Rights Reserved. Building a Change–Ready Organization The Mindset, Toolset, and Skillset enabling more responsiveness and resilience Elliot Felix Founder, brightspot strategy
  • 2. 2brightspot strategy Eight Schools Association©2016. All Rights Reserved. hello!
  • 3. 3brightspot strategy Eight Schools Association©2016. All Rights Reserved. about brightspot experienceWe guide organizations to their future.
  • 4. 4brightspot strategy Eight Schools Association©2016. All Rights Reserved. about brightspot
  • 5. 5brightspot strategy Eight Schools Association©2016. All Rights Reserved. today’s agenda: ToolsetMindset Questions and Discussion Introduction Skillset
  • 6. 6brightspot strategy Eight Schools Association©2016. All Rights Reserved. What are some factors creating change in your organization?
  • 7. 7brightspot strategy Eight Schools Association©2016. All Rights Reserved. What are some factors that create a resistance to change in your organization?
  • 8. 8brightspot strategy Eight Schools Association©2016. All Rights Reserved. mindset
  • 9. 9brightspot strategy Eight Schools Association©2016. All Rights Reserved. How might you think differently as a leader to build a more change-ready organization?
  • 10. 10brightspot strategy Eight Schools Association©2016. All Rights Reserved. listen and guide, not direct something Color Era Mgmt by Innovation Metaphor Examples Teal Today Self Self-management Wholeness Evolutionary- Purpose Living Organism Morningstar, Patagonia, Valve Software Green Post- Modern / Information Culture and Values Values and Purpose Empowerment Multi-stakeholder Family Starbucks, Ben & Jerry's, Southwest Orange Scientific / Industrial Objectives Innovation Accountability Meritocracy Machine Modern corporation Amber Traditional / Agrarian Hierarchy Long-term POV Size and Structure Army Army, Church, Public Schools Red Tribal Fear N/A Wolf Pack Gangs, Mafia
  • 11. 11brightspot strategy Eight Schools Association©2016. All Rights Reserved. self-organizing story: Morning Star https://hbr.org/2011/12/first-lets-fire- all-the-managers The mission is the boss Employees create annual “CLOU”s Anyone can suggest improvements Anyone can spend resources No titles or promotions Peer-based compensation decisions
  • 12. 12brightspot strategy Eight Schools Association©2016. All Rights Reserved. embrace lean to test and iterate Instead of beginning with an idea you think people want, spending years to develop it, launching it, and failing… you conduct quick tests with increasing detail to get feedback, learn, and deliver something you know people will use and value. Why adopt a lean approach? •  Minimize risk •  Build support and loyalty •  Change the pitch
  • 13. 13brightspot strategy Eight Schools Association©2016. All Rights Reserved. a lean story: Adobe Kickbox Source: http://www.fastcodesign.com/3042128/adobes-kickbox-the-kit-to-launch-your-next-big-idea
  • 14. 14brightspot strategy Eight Schools Association©2016. All Rights Reserved. •  You don’t have to have all the answers – you can listen to where the organization wants to go and you can test and refine as you go •  The more you distribute responsibility, the faster you can move and the more easily you can change •  The greater the transparency and participation, the greater the ownership and engagement (and the more change-ready you are) a few lessons…
  • 15. 15brightspot strategy Eight Schools Association©2016. All Rights Reserved. Reflection and Discussion
  • 16. 16brightspot strategy Eight Schools Association©2016. All Rights Reserved. mindset reflection and discussion Take a couple minutes to reflect and write, then we’ll discuss as a group.
  • 17. 17brightspot strategy Eight Schools Association©2016. All Rights Reserved. Toolset
  • 18. 18brightspot strategy Eight Schools Association©2016. All Rights Reserved. What tools can you apply so that you can be more nimble?
  • 19. 19brightspot strategy Eight Schools Association©2016. All Rights Reserved. design better meetings Most organizations spend a significant amount of their time meeting, but rarely are these meetings designed. Being intentional about the “5Ps” boosts efficiency and effectiveness. PURPOSE PEOPLE PROTOCOLS PRODUCTS PLACE Is the meeting needed? If so, to accomplish what? What is the desired outcome? What type of group is it? Deciders? Creators? Recurring or 1-time? Team or strangers? How will people participate? How will decisions be made? Who is playing what role? What does the group need to produce? A list? A map? Comments? A prototype? What’s the best configuration and setting for the people involved and activities planned?
  • 20. 20brightspot strategy Eight Schools Association©2016. All Rights Reserved. make better decisions Most organizations lose time, money, and people over how they make decisions – generally when the type of decision-making process is misunderstood. Make the type explicit. Decision by one person without consulting others Decision is made by one person with consultation from others Decision is made by the group based on the most favored choice Everyone has a voice that is heard and agrees to go with direction, despite objection Decision made by group unanimity INDEPENDENT CONSENSUSCONSULTATIVE MAJORITY CONSENT
  • 21. 21brightspot strategy Eight Schools Association©2016. All Rights Reserved. a few lessons… •  Thinking differently only happens when you operate differently – and it’s easier to act your way into thinking differently than think your way into acting differently •  How you design, facilitate, and document your meetings can enable you to be responsive and embrace change •  How you make decisions can increase or decrease your productivity and your team’s buy-in
  • 22. 22brightspot strategy Eight Schools Association©2016. All Rights Reserved. Reflection and Discussion
  • 23. 23brightspot strategy Eight Schools Association©2016. All Rights Reserved. toolset reflection and discussion Take a couple minutes to reflect and write, then we’ll discuss as a group.
  • 24. 24brightspot strategy Eight Schools Association©2016. All Rights Reserved. Skillset
  • 25. 25brightspot strategy Eight Schools Association©2016. All Rights Reserved. What skills do you need as a leader to adapt to change?
  • 26. 26brightspot strategy Eight Schools Association©2016. All Rights Reserved. tell clear and compelling stories Most change initiative fail. Many because it’s poorly communicated. Have your elevator pitch down and then think about story archetypes. Remember story is strategy (B. Horowitz) To turn your pitch into a story, consider following a tried-and-true story archetype: •  Overcoming the monster •  Rebirth •  Quest •  Journey and return •  Rags to riches •  Tragedy •  Comedy To get to the essence of what your idea, initiative, program or plan, use this madlib: For <audience> who <motivation> we deliver <idea / initiative / program> with <unique characteristic> that <benefit to audience>. For example: For leaders who want more nimble organizations, this presentation delivers ideas about the change mindset, toolset, and skillset with opportunities to reflect that apply these ideas to their work.
  • 27. 27brightspot strategy Eight Schools Association©2016. All Rights Reserved. a story about a new workplace initiative “The Work+ program integrates the university’s technology, training and facilities expertise in a way that enables colleges and units to redesign their workplace into a variety spaces…to be as effective as possible.” before after
  • 28. 28brightspot strategy Eight Schools Association©2016. All Rights Reserved. prototyping Making incremental progress, testing ideas, minimizing risk and building momentum all rely upon skills to prototype – and getting matching the fidelity and duration right. Dimensions of Fidelity: 1.  Breadth: how much of function is included? 2.  Depth: how much of back end function is there? 3.  Interaction: how do customers and staff interact with it? 4.  Look and Feel: how closely does it approximate the concept? Skills needed: •  Comfort with ambiguity and uncertainty •  Writing (i.e., role play scripts) •  Acting and improv •  Physical and digital making •  Storytelling •  Assessment
  • 29. 29brightspot strategy Eight Schools Association©2016. All Rights Reserved. prototype IT helpdesk
  • 30. 30brightspot strategy Eight Schools Association©2016. All Rights Reserved. a few lessons… •  Change happens faster went you break it into smaller increments that you can assess, tweak, and scale up •  Testing things out requires specific skills you’ll need to build •  Changes are adopted and sustained because of the stories you tell
  • 31. 31brightspot strategy Eight Schools Association©2016. All Rights Reserved. Reflection and Discussion
  • 32. 32brightspot strategy Eight Schools Association©2016. All Rights Reserved. skillset reflection and discussion Take a couple minutes to reflect and write, then we’ll discuss as a group.
  • 33. 33brightspot strategy Eight Schools Association©2016. All Rights Reserved. questions?
  • 34. 34brightspot strategy Eight Schools Association©2016. All Rights Reserved. thank you! elliot@brightspotstrategy.com @elliotfelix www.brightspotstrategy.com @brightspotter