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American Meridian University 
Understanding a Force Field Analysis 
Part of The American Meridian University Series On Quality Systems Management Tools 
Professor Sharon L. Burton, Director of Publishing Initiatives, American Meridian University 
and 
Dr. Bob Gee, Founder, American Meridian University
Learning Objectives 
At the end of this video users should be able to: 
• Articulate the usage of a Force Field Analysis 
• Explain how to develop a Force Field Analysis 
• Demonstrate the development of a Force Field Analysis 
© American Meridian University, 06/02/2014 www.amu-edu.com 2
What is a Force Field Analysis? 
Force Field Analysis is: 
• A technique for documenting, deliberating, and appraising 
the numerous forces for and against a proposed change 
• A decision-making technique 
© American Meridian University, 06/02/2014 www.amu-edu.com 3
What is the Value of a Force Field Analysis 
Force Field Analysis Helps Users: 
• Determine the root cause of a concern 
• Reveals congestion in processes 
• Understand ‘why’ processes are not working 
• Detect areas for data gathering 
• Establish reasons for not producing the desired results 
• Determine relationships between problems 
• Communicate reason(s) for decisions 
© American Meridian University, 06/02/2014 www.amu-edu.com 4
Creation Time to Allot for the Force Field Analysis 
From Start to finish allow 5 hours: 
• Data Collection: 1-3 hours 
• Diagramming the Force Field Analysis: 1 hour 
• Walking through Force Field Analysis with Stakeholders: 1hour 
© American Meridian University, 06/02/2014 www.amu-edu.com 5
How to Develop a Force Field Analysis? 
Weight 
Driving Forces 
(Positive) 
Proposed 
Change: 
Add to the 
strategic 
educational 
technology 
plan, a new 
learning 
management 
system 
Restraining Forces 
(Negative) 
Weight 
10 Business units 
want new LMS 
LMS may be as hard 
to use as the 
current one 
7 
9 Improve ability 
to track training 
Training can be 
tracked through 
spreadsheets as 
usual 
7 
7 Improve waitlist 
tracking 
Staff dislike change 5 
9 Free up time to 
streamline 
other processes 
New system will 
Complicated to 
implement 
9 
9 Cost Cost 6 
+ 44 - 34 
© American Meridian University, 06/02/2014 www.amu-edu.com 6
How to Develop a Force Field Analysis? 
Weight 
Driving Forces 
(Positive) 
Proposed 
Change: 
Add to the 
strategic 
educational 
technology 
plan, a new 
learning 
management 
system 
Restraining Forces 
(Negative) 
Weight 
10 Business units 
want new LMS 
LMS may be as hard 
to use as the current 
one 
7 
9 Improve ability 
to track training 
Training can be 
tracked through 
spreadsheets as 
usual 
7 
7 Improve waitlist 
tracking 
Staff dislike change 5 
9 Free up time to 
streamline other 
processes 
New system will 
Complicated to 
implement 
9 
9 Cost Cost 6 
+ 44 - 34 
© American Meridian University, 06/02/2014 www.amu-edu.com 7
How to Develop a Force Field Analysis? 
Weight 
Driving Forces 
(Positive) 
Proposed 
Change: 
Add to the 
strategic 
educational 
technology 
plan, a new 
learning 
management 
system 
Restraining Forces 
(Negative) 
Weight 
10 Business units 
want new LMS 
LMS may be as hard 
to use as the current 
one 
7 
9 Improve ability 
to track training 
Training can be 
tracked through 
spreadsheets as 
usual 
7 
7 Improve waitlist 
tracking 
Staff dislike change 5 
9 Free up time to 
streamline other 
processes 
New system will 
Complicated to 
implement 
9 
9 Cost Cost 6 
+ 44 - 34 
© American Meridian University, 06/02/2014 www.amu-edu.com 8
How to Develop a Force Field Analysis? 
Driving Force: No action required 
Restraining Force: 
 Project Manager should involve key stakeholders in 
desired changes 
 Walk through restraining forces and provide clarity of 
changes 
 Revisit the opposing forces 
 Evaluate LMSs to determine the best one 
© American Meridian University, 06/02/2014 www.amu-edu.com 9
Bibliography 
Card, A. (2013). A new tool for hazard analysis and force-field analysis: The Lovebug 
diagram. Clinical Risk, 19(4/5), 87-92. doi:10.1177/1356262213510855 
Bauer, J. E., Duffy, G. L., Westcott, R. T. (2006). The Quality Improvement Handbook. 
Milwaukee, WI: ASQ Quality Press 
Hustedde, R., Score, M., & Community Development, S. Y. (1995). Force-Field 
Analysis: Incorporating Critical Thinking in Goal Setting. CD Practice. 
Operation Management Conference Paper Abstracts. (2010). Academy of Management 
Annual Meeting Proceedings, 1-29. doi:10.5465/AMBPP.2010.54504349 
Paquin, J., & Koplyay, T. (2007). Force Field Analysis and Strategic Management: A 
Dynamic Approach. Engineering Management Journal, 19(1), 28-37. 
Watts, K., & Selman, P. (2004). Forcing the Pace of Biodiversity Action: a force-field 
analysis of conservation effort at the 'landscape scale'. Local Environment, 9(1), 
5-20. doi:10.1080/135498304000176575 
© American Meridian University, 06/02/2014 www.amu-edu.com 10
Visit American Meridian University 
Thank you for reviewing this educational material. 
American Meridian University 
http://www.amu-edu.com/ 
We welcome your questions and comments. 
© American Meridian University, 06/02/2014 www.amu-edu.com 11

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American Meridian University_Force Field Analysis_ Quality Tools Series 2014

  • 1. American Meridian University Understanding a Force Field Analysis Part of The American Meridian University Series On Quality Systems Management Tools Professor Sharon L. Burton, Director of Publishing Initiatives, American Meridian University and Dr. Bob Gee, Founder, American Meridian University
  • 2. Learning Objectives At the end of this video users should be able to: • Articulate the usage of a Force Field Analysis • Explain how to develop a Force Field Analysis • Demonstrate the development of a Force Field Analysis © American Meridian University, 06/02/2014 www.amu-edu.com 2
  • 3. What is a Force Field Analysis? Force Field Analysis is: • A technique for documenting, deliberating, and appraising the numerous forces for and against a proposed change • A decision-making technique © American Meridian University, 06/02/2014 www.amu-edu.com 3
  • 4. What is the Value of a Force Field Analysis Force Field Analysis Helps Users: • Determine the root cause of a concern • Reveals congestion in processes • Understand ‘why’ processes are not working • Detect areas for data gathering • Establish reasons for not producing the desired results • Determine relationships between problems • Communicate reason(s) for decisions © American Meridian University, 06/02/2014 www.amu-edu.com 4
  • 5. Creation Time to Allot for the Force Field Analysis From Start to finish allow 5 hours: • Data Collection: 1-3 hours • Diagramming the Force Field Analysis: 1 hour • Walking through Force Field Analysis with Stakeholders: 1hour © American Meridian University, 06/02/2014 www.amu-edu.com 5
  • 6. How to Develop a Force Field Analysis? Weight Driving Forces (Positive) Proposed Change: Add to the strategic educational technology plan, a new learning management system Restraining Forces (Negative) Weight 10 Business units want new LMS LMS may be as hard to use as the current one 7 9 Improve ability to track training Training can be tracked through spreadsheets as usual 7 7 Improve waitlist tracking Staff dislike change 5 9 Free up time to streamline other processes New system will Complicated to implement 9 9 Cost Cost 6 + 44 - 34 © American Meridian University, 06/02/2014 www.amu-edu.com 6
  • 7. How to Develop a Force Field Analysis? Weight Driving Forces (Positive) Proposed Change: Add to the strategic educational technology plan, a new learning management system Restraining Forces (Negative) Weight 10 Business units want new LMS LMS may be as hard to use as the current one 7 9 Improve ability to track training Training can be tracked through spreadsheets as usual 7 7 Improve waitlist tracking Staff dislike change 5 9 Free up time to streamline other processes New system will Complicated to implement 9 9 Cost Cost 6 + 44 - 34 © American Meridian University, 06/02/2014 www.amu-edu.com 7
  • 8. How to Develop a Force Field Analysis? Weight Driving Forces (Positive) Proposed Change: Add to the strategic educational technology plan, a new learning management system Restraining Forces (Negative) Weight 10 Business units want new LMS LMS may be as hard to use as the current one 7 9 Improve ability to track training Training can be tracked through spreadsheets as usual 7 7 Improve waitlist tracking Staff dislike change 5 9 Free up time to streamline other processes New system will Complicated to implement 9 9 Cost Cost 6 + 44 - 34 © American Meridian University, 06/02/2014 www.amu-edu.com 8
  • 9. How to Develop a Force Field Analysis? Driving Force: No action required Restraining Force:  Project Manager should involve key stakeholders in desired changes  Walk through restraining forces and provide clarity of changes  Revisit the opposing forces  Evaluate LMSs to determine the best one © American Meridian University, 06/02/2014 www.amu-edu.com 9
  • 10. Bibliography Card, A. (2013). A new tool for hazard analysis and force-field analysis: The Lovebug diagram. Clinical Risk, 19(4/5), 87-92. doi:10.1177/1356262213510855 Bauer, J. E., Duffy, G. L., Westcott, R. T. (2006). The Quality Improvement Handbook. Milwaukee, WI: ASQ Quality Press Hustedde, R., Score, M., & Community Development, S. Y. (1995). Force-Field Analysis: Incorporating Critical Thinking in Goal Setting. CD Practice. Operation Management Conference Paper Abstracts. (2010). Academy of Management Annual Meeting Proceedings, 1-29. doi:10.5465/AMBPP.2010.54504349 Paquin, J., & Koplyay, T. (2007). Force Field Analysis and Strategic Management: A Dynamic Approach. Engineering Management Journal, 19(1), 28-37. Watts, K., & Selman, P. (2004). Forcing the Pace of Biodiversity Action: a force-field analysis of conservation effort at the 'landscape scale'. Local Environment, 9(1), 5-20. doi:10.1080/135498304000176575 © American Meridian University, 06/02/2014 www.amu-edu.com 10
  • 11. Visit American Meridian University Thank you for reviewing this educational material. American Meridian University http://www.amu-edu.com/ We welcome your questions and comments. © American Meridian University, 06/02/2014 www.amu-edu.com 11