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How do you enable change and
transformation in complex settings?
Pontus Wadström
A Real Movement | KTH
Pre-Conference workshop Source2Pay-summit
Stockholm, 20160420
Change and Transformation in Complex Setting - Source2Pay Summit Stockholm, 2016
Purpose of this workshop
Contribute with insights and
elaborations on change and
transformation in complex
organizational settings
• Point of departure
• Why do change and transformation initiatives fail?
• What is real and sustainable change?
• How do you succeed in change and transformation?
• Summary and conclusions
Agenda
• Point of departure
• Why do change and transformation initiatives fail?
• What is real and sustainable change?
• How do you succeed in change and transformation?
• Summary and conclusions
Agenda
“Corporations generally
leave 40 % of their gains on
the ‘drawing table’”.
Mankins & Steele, 2005
“Between 70-90 % of all strategic
change initiatives fail to reach their
targets”.
Beer & Nohria, 2000; Pettigrew & Whipp, 1991
Change and transformation is hard
As it seems
A management paradox
Planned strategy Realized strategi
Unrealized
strategi
Emergent
strategy
Mintzberg & Waters, 1985
Planning and realization
• Point of departure
• Why do change and transformation initiatives fail?
• What is real and sustainable change?
• How do you succeed in change and transformation?
• Summary and Closure
Agenda
Group assignment
- Discuss, in your group, and agree upon 3-5 reasons you think are the most common ones that causes change
and transformation initiatives to fail
Supporting questions
- Lack of knowledge? Lack of interest?
- It’s not important?
- Internal politics?
Method
- Think individually (1 min)
- Discuss your individual thoughts - similarities and differences - in your group (15 min)
- Prepare yourselves to present your discussion, questions and the answers you found together (5 minutes)
Why does change fail?
Direction CompetenceMotivation Resources
Reinforcemen
t
Confusion
Direction
Motivation
Resources
Reinforcemen
t
WorryDirection
CompetenceMotivation
Resources
Reinforcemen
t
Refusal
Direction Competence
Motivation
Resources
Reinforcemen
t
Frustration
Direction CompetenceMotivation Resources
Reinforcemen
t
False start
Direction CompetenceMotivation Resources
Reinforcemen
t
Change
Competence
Prerequisites for change
• Point of departure
• Why do change and transformation initiatives fail?
• What is real and sustainable change?
• How do you succeed in change and transformation?
• Summary and Closure
Agenda
Group assignment
- Discuss, in your group, and agree upon a description of ”change” and/or ”transformation” you like and prepare
yourselves to present your ideas.
Supporting questions
- Is change something you do, or something you’re a part, of or both?
- What is the difference, if any, between change and transformation?
- What and who is a change manager and/or change agent?
- Do we need change and transformation? What is it’s purpose?
Method
- Think individually (1 min)
- Discuss your individual thoughts - similarities and differences - in your group (15 min)
- Prepare yourselves to present your discussion, what questions you had and the answers you found together (5
minutes)
What is change?
“A reorganization, a diversification, a shift in technology,
a reconfiguration of a process or a new composition of
product and/or service portfolio”.
De Wit & Meyer, 2005
”A new/changed set of a person’s behavior repertoire”.
Skinner, 1976
”To make or become different”.
Cambridge Dictionary, 2016
Some definitions...
• Point of departure
• Why do change and transformation initiatives fail?
• What is real and sustainable change?
• How do you succeed in change and transformation?
• Summary and Conclusions
Agenda
Strategy
Structure
ProcessRewards
Human capital
Gailbraith, 2001
Aspects of organizational design
20 % Affects
80 %
Activator Behavior Consequence
A B C
80 %
Used
20 %
Planning
Learning
Braksick, 2007
Behavioral change
ANALYZE
• Produce presentation of the change
• Implementera change activities
• Evaluate change activities
• Check with stakeholders and organization
• Describe baseline
• Analyse training needs
Prepare Implement Finalize
Plan Design Build Test Roll out
TG1 TG2
Analyze
TG3 TG4 TG5 TG6
Project Management
TG8TG7
PLAN
• Perform goal analysis
• Produce change message
• Formulate change activities
• Produce stakeholder analysis
• Producde communication plan
• Produce Business Case
DESIGN
• Check with stakeholders and organization
• Ensure all organizational perspectives
• Produce training plan and goals
• Produce plan and organization for support
• Evaluate and update change activities
ROLL OUT
• Deliver to line organization
• Transfer to support organization
TEST
• Check with stakeholders and organization
• Update training goals
• Evaluate and update change activities
BUILD
• Check with stakeholders and organization
• Evaluate and update change activities
• Produce training material
A well defined change process
Adjust to magnitude, amplitude...
Amplitudeofchange
Magnitude of change
BIG
SMALL
BIG
Big changes for a
limited part of the
organization
Small changes for a
limited part of the
organization
Small changes for a
significant part of the
organization
Big changes for a
significant part of the
organization
... and realizability
• Ability to get decisions
• Support from key stakeholders
• Security in results
• Degree of involvement
1-5
1-5
1-5
1-5
Realizing benefits Developing competence Communicating
Evaluating and managing
Areas of responsibility and importance
• Goal analysis;
• Identify, define, anchor, decide,
implement, realize, evaluate, feedback
• Uniformly defined changes
• Go from... to…
• Set various types of benefits
• Green, yellow, red, blue
• Evaluation, update and transfer of
responsibility to line or support
Realizing benefits
• Tailormake
• Set targets
• Evaluate
• Spread knowledge
Format of
training
Tasks Target group
Frequecy
Complexity/
Magnitud
Importance Geografy Size
High Low High Low High Low Central Spread Large Small
E-learning X X X X
Class room X X X X
Computer room X X X X
Web education (live) X X
Tutoring/supervision X
User support X X X X X X X X X X
Developing competence
VISION
INTERACTION
OPERATIONAL
FACTS
FACTS
FACTS FEELINGS
FEELINGS
FEELINGS
- Intranet
- Emails
- Personal meetings
- Management team meetings
- Ambassador meetings
- Workshops
- Workshops
- Group meetings
- Short films
- Manuals
How
Channels and arenas
Who
Target groups
- Project members...
- Management team...
- Key stakeholders...
- Ambassadors...
-Everyone…
- Target group A...
- Target group B...
…should understand the purpose
What
Purpose
…should be involved in change activities
… should acknowledge and be ready for the ”new”
Communicating
Change Activities w.37 w.38 w.39 w.40 w.41
Produce change message
Check change message with communications manager
Check stakeholder analysis with steering group
Direction Motivation Competence Resources Reinforce
Comments
to result
Identification
of risks
1 2 1 1 1 …
3 3 2 1 2 …
2 3 4 3 2 …
4 4 4 4 3 …
1 2 1 1 1 …
3 3 2 1 2 …
2 3 4 3 2 …
4 4 4 4 3 …
Evaluating and managing
• Point of departure
• Why do change and transformation initiatives fail?
• What is real and sustainable change?
• How do you succeed in change and transformation?
• Summary and Conclusions
Agenda
Purpose of this workshop
Contribute with insights and
elaborations on change and
transformation in complex
organizational settings
Assignment
- Discuss in your group what we have been talking about this day and conclude some important learnings to
bear with you
Supporting questions
- Why do change and transformation initiatives fail?
- What is real and sustainable change?
- How do you succeed in change and transformation?
Method
- Think individually (3 min)
- Discuss your individual thoughts in your group (5 min)
- Prepare yourself to present your personal ideas, what questions you had and the answers you’ve found during
this afternoon
What have you learned about change?
Make sure…
• ...direction, competence, motivation, resources and
reinforcement are in place.
• ...strategy, structure, processes, rewards and human
capital are pulling in the same direction.
• ...to define all benefits measurably, if only 1/0
• ...to evaluate and feedback often, and genererate
change activities based on results
• ...to use 0,6 FTE change management per project
management
• ...to spend a lot of time with management and other
stakeholders
• ...design every change activity to enhance direction,
competence, motivation, resource or reinforcement
• ...to prepare yourself and your environment for hard
work
Unless…
• ...all prerequisites are in place...
• ...all organizational aspects contribute to the change ...
• ...benefits are measurable, you will not know how the
change is going, or when you’re done and...
• ...measuring, evaluation and feedback happens...
• ...time and resources are used for change
management...
• ...the leadership and other key stakeholders
understand, support and drive the change...
• ...all change activities have a clear purpose and goal
they tend to be ”communication” and then...
• ...the change is conducted extremely thoroughly and
persistent...
...there will be no change
Summary and conclusions
Pontus Wadström
pontus@arealmovement.com
+46760-550010
arealmovement.com
#A_Real_Movement
https://se.linkedin.com/in/pontuswadstrm
Thank you for your
time and effort!

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Change and Transformation in Complex Setting - Source2Pay Summit Stockholm, 2016

  • 1. How do you enable change and transformation in complex settings? Pontus Wadström A Real Movement | KTH Pre-Conference workshop Source2Pay-summit Stockholm, 20160420
  • 3. Purpose of this workshop Contribute with insights and elaborations on change and transformation in complex organizational settings
  • 4. • Point of departure • Why do change and transformation initiatives fail? • What is real and sustainable change? • How do you succeed in change and transformation? • Summary and conclusions Agenda
  • 5. • Point of departure • Why do change and transformation initiatives fail? • What is real and sustainable change? • How do you succeed in change and transformation? • Summary and conclusions Agenda
  • 6. “Corporations generally leave 40 % of their gains on the ‘drawing table’”. Mankins & Steele, 2005 “Between 70-90 % of all strategic change initiatives fail to reach their targets”. Beer & Nohria, 2000; Pettigrew & Whipp, 1991 Change and transformation is hard
  • 9. Planned strategy Realized strategi Unrealized strategi Emergent strategy Mintzberg & Waters, 1985 Planning and realization
  • 10. • Point of departure • Why do change and transformation initiatives fail? • What is real and sustainable change? • How do you succeed in change and transformation? • Summary and Closure Agenda
  • 11. Group assignment - Discuss, in your group, and agree upon 3-5 reasons you think are the most common ones that causes change and transformation initiatives to fail Supporting questions - Lack of knowledge? Lack of interest? - It’s not important? - Internal politics? Method - Think individually (1 min) - Discuss your individual thoughts - similarities and differences - in your group (15 min) - Prepare yourselves to present your discussion, questions and the answers you found together (5 minutes) Why does change fail?
  • 12. Direction CompetenceMotivation Resources Reinforcemen t Confusion Direction Motivation Resources Reinforcemen t WorryDirection CompetenceMotivation Resources Reinforcemen t Refusal Direction Competence Motivation Resources Reinforcemen t Frustration Direction CompetenceMotivation Resources Reinforcemen t False start Direction CompetenceMotivation Resources Reinforcemen t Change Competence Prerequisites for change
  • 13. • Point of departure • Why do change and transformation initiatives fail? • What is real and sustainable change? • How do you succeed in change and transformation? • Summary and Closure Agenda
  • 14. Group assignment - Discuss, in your group, and agree upon a description of ”change” and/or ”transformation” you like and prepare yourselves to present your ideas. Supporting questions - Is change something you do, or something you’re a part, of or both? - What is the difference, if any, between change and transformation? - What and who is a change manager and/or change agent? - Do we need change and transformation? What is it’s purpose? Method - Think individually (1 min) - Discuss your individual thoughts - similarities and differences - in your group (15 min) - Prepare yourselves to present your discussion, what questions you had and the answers you found together (5 minutes) What is change?
  • 15. “A reorganization, a diversification, a shift in technology, a reconfiguration of a process or a new composition of product and/or service portfolio”. De Wit & Meyer, 2005 ”A new/changed set of a person’s behavior repertoire”. Skinner, 1976 ”To make or become different”. Cambridge Dictionary, 2016 Some definitions...
  • 16. • Point of departure • Why do change and transformation initiatives fail? • What is real and sustainable change? • How do you succeed in change and transformation? • Summary and Conclusions Agenda
  • 18. 20 % Affects 80 % Activator Behavior Consequence A B C 80 % Used 20 % Planning Learning Braksick, 2007 Behavioral change
  • 19. ANALYZE • Produce presentation of the change • Implementera change activities • Evaluate change activities • Check with stakeholders and organization • Describe baseline • Analyse training needs Prepare Implement Finalize Plan Design Build Test Roll out TG1 TG2 Analyze TG3 TG4 TG5 TG6 Project Management TG8TG7 PLAN • Perform goal analysis • Produce change message • Formulate change activities • Produce stakeholder analysis • Producde communication plan • Produce Business Case DESIGN • Check with stakeholders and organization • Ensure all organizational perspectives • Produce training plan and goals • Produce plan and organization for support • Evaluate and update change activities ROLL OUT • Deliver to line organization • Transfer to support organization TEST • Check with stakeholders and organization • Update training goals • Evaluate and update change activities BUILD • Check with stakeholders and organization • Evaluate and update change activities • Produce training material A well defined change process
  • 20. Adjust to magnitude, amplitude... Amplitudeofchange Magnitude of change BIG SMALL BIG Big changes for a limited part of the organization Small changes for a limited part of the organization Small changes for a significant part of the organization Big changes for a significant part of the organization
  • 21. ... and realizability • Ability to get decisions • Support from key stakeholders • Security in results • Degree of involvement 1-5 1-5 1-5 1-5
  • 22. Realizing benefits Developing competence Communicating Evaluating and managing Areas of responsibility and importance
  • 23. • Goal analysis; • Identify, define, anchor, decide, implement, realize, evaluate, feedback • Uniformly defined changes • Go from... to… • Set various types of benefits • Green, yellow, red, blue • Evaluation, update and transfer of responsibility to line or support Realizing benefits
  • 24. • Tailormake • Set targets • Evaluate • Spread knowledge Format of training Tasks Target group Frequecy Complexity/ Magnitud Importance Geografy Size High Low High Low High Low Central Spread Large Small E-learning X X X X Class room X X X X Computer room X X X X Web education (live) X X Tutoring/supervision X User support X X X X X X X X X X Developing competence
  • 25. VISION INTERACTION OPERATIONAL FACTS FACTS FACTS FEELINGS FEELINGS FEELINGS - Intranet - Emails - Personal meetings - Management team meetings - Ambassador meetings - Workshops - Workshops - Group meetings - Short films - Manuals How Channels and arenas Who Target groups - Project members... - Management team... - Key stakeholders... - Ambassadors... -Everyone… - Target group A... - Target group B... …should understand the purpose What Purpose …should be involved in change activities … should acknowledge and be ready for the ”new” Communicating
  • 26. Change Activities w.37 w.38 w.39 w.40 w.41 Produce change message Check change message with communications manager Check stakeholder analysis with steering group Direction Motivation Competence Resources Reinforce Comments to result Identification of risks 1 2 1 1 1 … 3 3 2 1 2 … 2 3 4 3 2 … 4 4 4 4 3 … 1 2 1 1 1 … 3 3 2 1 2 … 2 3 4 3 2 … 4 4 4 4 3 … Evaluating and managing
  • 27. • Point of departure • Why do change and transformation initiatives fail? • What is real and sustainable change? • How do you succeed in change and transformation? • Summary and Conclusions Agenda
  • 28. Purpose of this workshop Contribute with insights and elaborations on change and transformation in complex organizational settings
  • 29. Assignment - Discuss in your group what we have been talking about this day and conclude some important learnings to bear with you Supporting questions - Why do change and transformation initiatives fail? - What is real and sustainable change? - How do you succeed in change and transformation? Method - Think individually (3 min) - Discuss your individual thoughts in your group (5 min) - Prepare yourself to present your personal ideas, what questions you had and the answers you’ve found during this afternoon What have you learned about change?
  • 30. Make sure… • ...direction, competence, motivation, resources and reinforcement are in place. • ...strategy, structure, processes, rewards and human capital are pulling in the same direction. • ...to define all benefits measurably, if only 1/0 • ...to evaluate and feedback often, and genererate change activities based on results • ...to use 0,6 FTE change management per project management • ...to spend a lot of time with management and other stakeholders • ...design every change activity to enhance direction, competence, motivation, resource or reinforcement • ...to prepare yourself and your environment for hard work Unless… • ...all prerequisites are in place... • ...all organizational aspects contribute to the change ... • ...benefits are measurable, you will not know how the change is going, or when you’re done and... • ...measuring, evaluation and feedback happens... • ...time and resources are used for change management... • ...the leadership and other key stakeholders understand, support and drive the change... • ...all change activities have a clear purpose and goal they tend to be ”communication” and then... • ...the change is conducted extremely thoroughly and persistent... ...there will be no change Summary and conclusions

Editor's Notes

  • #2: Tack för att jag fick komma! Namnet på detta korta anförande...
  • #3: Pontus Wadström Jag delar min tid mellan att forska och att tillämpa i praktiken Lyckligt lottad: forskning annars slö i huvudet, praktik annars slö i kroppen
  • #4: Ni kan information, digitalisering bättre än jag, men jag är skapligt vass på strategi... Sten i skon…
  • #7: Change is actually not difficult - but it’s hard ward
  • #8: Har någon sett förr? Vilken av de horisontella linjerna är längst Ni svarade nu att de är lika långa. Anledningen till det är att ni vet det sen tidigare, eller… De inte är det. Jag har ändrat. Svaret blir det svar ni lärt er en gång var sant. Problemet är att det inte är sant längre. Precis så är det gällande vad som skapar framgångsrika organisationer. Organisationernas Big Bang – inträffade på slutet av 90-talet när information blev värdelös om den inte omvandlades till kunskap Hjärnan vill förenkla – evolutionens fel. Därför svårt att tänka nytt. Without data…
  • #9: Jag tänkte vi skulle ta vårt avstamp i här bilden Relaterat till strategi och genomförande – vad säger den er?
  • #10: Hur bra strategier man än har (skyltar med information)… blir det inte som man tänkt sig. 1. Försöka kontrollera så så mycket som möjligt av det planerade genomförs. Omvärlden förändras hela tiden och strategi måste ju matcha omvärlden – förändrar man då strategin? Beror på nivå. Hur detaljerad den är… 2. Planera lite mer ramverk och låta det mesta växa fram. De flesta vill göra göra ett bra jobb. All realisering av strategi innebär en förändring All förändring måste vara kopplad till strategi – i bemärkelsen skapa långsiktig konkurrens kraft – inte i bemärkelsen ”planen”. ----- Mötesanteckningar (16-04-11 07.42) ----- ändra pil
  • #12: ----- Mötesanteckningar (16-04-13 11.08) ----- av
  • #13: Prerequisites of change Varför viktigt att skilja på dessa? Om du behöver slå i en spik duger inte en skruvmejsel.
  • #15: ----- Mötesanteckningar (16-04-13 11.08) ----- av
  • #16: Vad betyder förändring då? Verklig förändring - ”organisationen i sig” behöver förändras. Varför förändra organisationen? medarbetarna måste utföra (delar av) sitt arbete på ett nytt och/eller förändrat sätt. Medarbetaren ska förändra sina beteenden. Organisatoriskt bara ett sätt att förändra det som skapar resultat – beteenden. … Kan man långsiktigt påverka de verkliga resultaten genom att inte gå på den andra? Kasta pil Varje förändring måste brytas ned till beteendenivå… nyttosättas… formuleras enhetligt… Gå från A till B… de nyttor vi får då är X och Y av dessa är Z monetära och Q kvalitativa… Beteende + resultat = prestation (hitta det som driver det resultat ni vill åstadkomma) Vilket vill ni uppnå? Vad är skillnaden på att realisera strategi och att förändra?
  • #18: Efter att man satt ett tydligt syfte, måste man bygga hela genomförandet utifrån detta. Chandler sa 1962... Det han glömde var ... ”mjuka element”
  • #19: Revolution vs. Evolution - You need to decide what type of change do you want to achieve - what approach is better?
  • #20: Realisering handlar om påverkan. Hur påverkar man andras beteenden? Först och främst måste man definiera beteenden... Skriva ”skyltar” - A. Men sen då? Viktigt att förstå hur du kan formulera en strategi så att det uppfattas som C
  • #21: För det första: Det krävs en tydlig struktur! För att kunna lägga tid på C krävs en oerhört tydligt definierad process OCH 0,6 FL per PL
  • #22: Which is your change? How does it affect your change management?
  • #24: Hur flyttar man då A => C rent konkret? Mer fokus på mätning och uppföljning av ICKE finansiella mått och mått kopplade mer till individers vardag, mindre på planering Tydligt uttalat ansvar för (och uppföljning av) den nya kunskap som måste utvecklas... Tydligt uttalat ansvar för (och uppföljning av) kommunikationen. ALLTID två vägs... involvering av intressenter i rätt ordning osv. Tydligt uttalat ansvar för (och uppföljning av) framdrift av strategin... mäta inte bara resultat, utan också framdrift
  • #25: Business Case management (görs sällan av PL) Målanalys (mångfald i gruppen) Baseline
  • #26: Har i huvudsak syfte att stärka kompetens, men även motivation
  • #27: Går mycket mot vision och motivation… …tidigt visa vinster …skapa vilja att nå vinsterna …tidigt involvera nyckelpersoner i intressentgrupperna …skapa förståelse för ”barnsjukdomar” …skapa och upprätthålla dialog, förtroende och efterfrågan i organisationen
  • #28: I sann anda lägga mer tid på konsekvenser handlar leda om att följa upp… Visst måste finnas en plan och den måste uppdateras… Sätt grundsakerna som måste göras (15-20 st), planera inte mer än så Utifrån uppföljningen sätt nya aktiviteter
  • #30: Ni kan information, digitalisering bättre än jag, men jag är skapligt vass på strategi... Sten i skon…
  • #33: Stort tack – nu tar vi frågor