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8STEPS 
FOR 
TRANSFORMING 
YOUR 
ORGANIZATION
8 STEPS FOR TRANSFORMING 
YOUR ORGANIZATION 
Source: John P. Kotter
Establishing a Sense of 
Urgency 
ACTIONS 
• Examine market and competitive realities for potential crises and untapped 
opportunities. 
• Convince at least 75% of your managers that the status quo is more 
dangerous than the unknown 
PITFALLS 
• Underestimating the difficulty of driving 
people from their comfort zones 
• Becoming paralyzed by risks 
Source: John P. Kotter
Form a powerful guiding 
coalition 
ACTIONS 
• Assemble a group with shared commitment and enough power to lead the 
change effort. 
• Encourage them to work as a team outside the normal hierarchy. 
PITFALLS 
• No prior experience in teamwork at the top 
• Relegating team leadership to an HR, quality, or strategic-planning 
executive rather than a senior line manager 
Source: John P. Kotter
Create a vision 
ACTIONS 
• Create a vision to direct the change effort. 
• Develop strategies for realizing that vision 
PITFALLS 
• Presenting a vision that’s too complicated or vague to be communicated in 
five minutes 
Source: John P. Kotter
Communicate the vision 
ACTIONS 
• Use every vehicle possible to communicate the new vision and strategies for 
achieving it. 
• Teach new behaviors by the example of the guiding coalition. 
PITFALLS 
• Undercommunicating the vision 
• Behaving in ways antithetical to the vision 
Source: John P. Kotter
Empower others to act 
on the vision 
ACTIONS 
• Remove or alter systems or structures undermining the vision. 
• Encourage risk taking and nontraditional ideas, activities, and actions. 
PITFALLS 
• Failing to remove powerful individuals who resist the change effort 
Source: John P. Kotter
Plan for and create 
shortterm wins 
ACTIONS 
• Define and engineer visible performance improvements. 
• Recognize and reward employees contributing to those improvements. 
PITFALLS 
• Leaving short-term successes up to chance 
• Failing to score successes early enough (12-24 months into the change effort) 
Source: John P. Kotter
Consolidate improvements 
and produce more change 
ACTIONS 
• Use increased credibility from early wins to change systems, structures, and 
policies undermining the vision. 
• Hire, promote, and develop employees who can implement the vision. 
• Reinvigorate the change process with new projects and change agents. 
PITFALLS 
• Declaring victory too soon—with the first performance improvement 
• Allowing resistors to convince “troops” that the war has been won 
Source: John P. Kotter
Institutionalize new 
approaches 
ACTIONS 
• Articulate connections between new behaviors and corporate success. 
• Create leadership development and succession plans consistent with the 
new approach. 
PITFALLS 
• Not creating new social norms and shared values consistent with changes 
• Promoting people into leadership positions who don’t personify the new 
approach 
Source: John P. Kotter

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8 Steps for Transforming your Organization

  • 1. 8STEPS FOR TRANSFORMING YOUR ORGANIZATION
  • 2. 8 STEPS FOR TRANSFORMING YOUR ORGANIZATION Source: John P. Kotter
  • 3. Establishing a Sense of Urgency ACTIONS • Examine market and competitive realities for potential crises and untapped opportunities. • Convince at least 75% of your managers that the status quo is more dangerous than the unknown PITFALLS • Underestimating the difficulty of driving people from their comfort zones • Becoming paralyzed by risks Source: John P. Kotter
  • 4. Form a powerful guiding coalition ACTIONS • Assemble a group with shared commitment and enough power to lead the change effort. • Encourage them to work as a team outside the normal hierarchy. PITFALLS • No prior experience in teamwork at the top • Relegating team leadership to an HR, quality, or strategic-planning executive rather than a senior line manager Source: John P. Kotter
  • 5. Create a vision ACTIONS • Create a vision to direct the change effort. • Develop strategies for realizing that vision PITFALLS • Presenting a vision that’s too complicated or vague to be communicated in five minutes Source: John P. Kotter
  • 6. Communicate the vision ACTIONS • Use every vehicle possible to communicate the new vision and strategies for achieving it. • Teach new behaviors by the example of the guiding coalition. PITFALLS • Undercommunicating the vision • Behaving in ways antithetical to the vision Source: John P. Kotter
  • 7. Empower others to act on the vision ACTIONS • Remove or alter systems or structures undermining the vision. • Encourage risk taking and nontraditional ideas, activities, and actions. PITFALLS • Failing to remove powerful individuals who resist the change effort Source: John P. Kotter
  • 8. Plan for and create shortterm wins ACTIONS • Define and engineer visible performance improvements. • Recognize and reward employees contributing to those improvements. PITFALLS • Leaving short-term successes up to chance • Failing to score successes early enough (12-24 months into the change effort) Source: John P. Kotter
  • 9. Consolidate improvements and produce more change ACTIONS • Use increased credibility from early wins to change systems, structures, and policies undermining the vision. • Hire, promote, and develop employees who can implement the vision. • Reinvigorate the change process with new projects and change agents. PITFALLS • Declaring victory too soon—with the first performance improvement • Allowing resistors to convince “troops” that the war has been won Source: John P. Kotter
  • 10. Institutionalize new approaches ACTIONS • Articulate connections between new behaviors and corporate success. • Create leadership development and succession plans consistent with the new approach. PITFALLS • Not creating new social norms and shared values consistent with changes • Promoting people into leadership positions who don’t personify the new approach Source: John P. Kotter