canvas4change v0.8 en - Visual Change- and Innovation Management

canvas4changePrerequisites Change Expectation

Implementation

Culture Commitment Communication Observe Learn Adjust BusinessVision & Goals

Sense Resources Skill

Operational Strategic

ImprovementVision & Goals

This work is licensed under the Crea3ve Commons A7ribu3on-‐Share Alike 3.0 Unported License. To view a copy of this license, visit h7p://crea3vecommons.org/licenses/by-‐sa/3.0/

Draft v0.8 - Feedback via change4each.de

Vision and goals/objectives of the company are a guide and benchmark for all areas of the canvas4change

I. Do you have a clear and compelling business vision?II. Have you derived a business strategy from this vision?III. Do you have short-, medium- and long-term objectives based on this business strategy?IV. Do these objectives take actual market conditions and competitors into account?

Recommended visual tools: Vision Map, Map context, Cover Story

Vision and goals specifically for change/improvement and its implementation

I. Do you have a clear reason for the change?II Have you defined the situation after the change/improvement and is it in line with the vision and goals of the organization? III. Do these improvement objectives reflect the specific situation and opportunities of the organization?IV Is it clear where the obstacles to change/improvement are?

Recommended visual tools: Reality Tree & Context Map, Tree & Future Vision Map, design the box, Force Field Analysis

Strategic plans and procedures provide direction and form the bridge between the goals, status quo, and prerequisites

I. Does the improvement strategy consider the market situation and competition?II Does the improvement strategy consider the actual company environment or obstacles originating from corporate culture, improvement history, and/or parallel change efforts?III. Have you defined sufficient observation points to be aware of and react flexibly to any business environment changes?

Recommended visual tools: Reality Tree, Context Map, Force Field Analysis, Strategic Conversation Compass

Operational implementation always needs to be in balance with observation, learning and adjustment

I. Is the implementation aligned towards flexibility and transparency?II Does the implementation take into account any changes of the internal or external business environment?III. Is progress shown in a visually comprehensible, transparent and understandable way?IV Are bottlenecks identified to allow systematic control of the implementation of operational tasks?V. Are the requirements/prerequisites sufficiently observed and the results included in the planning?VI. Are simple tasks and tools being used to improve communication and common understanding?

Recommended visual tools: Kanban board, Coopilot, value proposition CanvasRecommended organization: Scrum Process and Roles

Independent and varying methods for observing organizational preconditions and the implementation of change.

I. Is independent monitoring established to track progress and to continuously review the necessity of the implementation?II Do you continuously observe the requirements and conditions with respect to the organization’s vision and goals?III Do you take changes of responsibilities and processes into account?

Recommended visual tools: Reality Tree, Kanban Board Process canvas, job-to-be-doneRecommended method: Design Thinking

Learning from actual observations in comparison to the visions and goals

I. Have learning objectives and priorities been defined at the different organizational levels?II Do you regularly compare the status quo with the learning objectives and business vision?III. Are internal factors and preconditions critically reviewed, and are possible obstacles to change being identified?

Recommended visual tools: Business Model Canvas, Canvas value proposition, Reality Tree & Context Map, Force Field AnalysisRecommended action: Design Thinking

Adjust and change to move towards achieving the goals/objectives and vision

I. Are adjustments made based on the improvement objectives and the behavior of relevant stakeholders?II Have the meaning and the consequences of the adjustment been clearly communicated?III. Are the conditions for the adjustments and their implementation met?

Recommended visual tools: Prune the product tree, Process canvas, Empathy MapRecommended action: Design Thinking

Company and employee culture reflected, for instance, in communication transparency, error handling, or in dealing with change

I Are core-company values defined and are they widely observable?II Do core-business values support employees in acting in a self-determined and sensible manner?III. Does the company culture support transparent communication and decisions?IV Is there an established feedback loop supporting organizational learning and development?

Recommended visual tools: Culture Map

Support of the change program and its implementation by all parts and levels of the organization

I. Are the organization’s expectations clearly expressed in its vision, strategy and goals/objectives?II Are expectations met by appropriate actions and examples of model behavior?III. Are expectations adjusted according to the internal and external business environment conditions?IV Are internal conditions adjusted in favor of the holistic change program?

Recommended visual tools: Vision Map, Culture Map, Kanban Board

Conscious, transparent and goal-oriented communication in all parts of the organization

I. Does the communication take into account the relationship between objectives, conditions and necessity (sense)?II Is the communication adapted to suit affected employees in their specific context?III. Are the visual tools of the expectation, implementation, and change areas used to support transparent communication?

Recommended visual tools: Reality Tree & Context Map, Kanban Board Process canvas, Empathy Map

Sense used as driver and motivator to test the meaningfulness of all activities and changes against the goals/objectives

I Are strategy, goals/objectives and internal conditions evaluated against the market conditions and competitors?II With respect to their sense, are the strategy, implementation and adjustments balanced from time to time against the objectives/goals and vision?III. Do you think it important to communicate the reasonableness of the change program and related activities?

Recommended visual tools: Reality Tree, Context Map, Force Field Analysis, Vision Map

Resources to support the implementation of the change program, if necessary in the long-term

I. Are the expectations, goals and resources (human, technical, financial) balanced against each other?II Are the resources used efficiently and effectively, and according to the objectives?

Recommended visual tools: Reality Tree, Kanban board, job-to-be-done, value proposition Canvas

Build up knowledge and experience, use it goal oriented and benefit continually from learning

I. Are the conditions (culture, resources, processes, ..) for feedback, review and learning appropriate and available?II Is active learning and creative group work encouraged?III Are education and training in line with the organizational vision, strategy, and tasks, and do they also allow for personal priorities?

Recommended visual tools: Kanban BoardRecommended action: Design thinking, accelerated learningRecommended organization: Scrum Process and Roles

Samstag, 18. Mai 13

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ExpectationBusiness Vision & Goals

Vision and goals/objectives of the company are a guide and benchmark for all areas of the canvas4change

• Do you have a clear and compelling business vision?

• Have you derived a business strategy from this vision?

• Do you have short-, medium- and long-term objectives based on this business strategy?

• Do these objectives take actual market conditions and competitors into account?

Recommended visual tools: Vision Map, Context Map, Cover Story

Improvement Vision & Goals

Vision and goals specifically for change/improvement and its implementation

• Do you have a clear reason for the change?• Have you defined the situation after the change/

improvement and is it in line with the vision and goals of the organization?

• Do these improvement objectives reflect the specific situation and opportunities of the organization?

• Is it clear where the obstacles to change/improvement I. are?

Recommended visual tools: Reality Tree & Context Map, Future Tree & Vision Map, Design the Box, Force Field Analysis


Samstag, 18. Mai 13

ChangeObserve

Independent and varying methods for observing organizational preconditions and the implementation of change.

• Is independent monitoring established to track progress and to continuously review the necessity of the implementation?

• Do you continuously observe the requirements and conditions with respect to the organization’s vision and goals?

• Do you take changes of responsibilities and processes into account?

Recommended visual tools: Reality Tree, Kanban Board Process Canvas, jobs-to-be-done

Recommended method: Design Thinking

Learn

Learning from actual observations in comparison to the visions and goals

• Have learning objectives and priorities been defined at the different organizational levels?

• Do you regularly compare the status quo with the learning objectives and business vision?

• Are internal factors and preconditions critically reviewed, and are possible obstacles to change being identified?

Recommended visual tools: Business Model Canvas, Value Proposition Canvas, Reality Tree & Context Map, Force Field Analysis



Samstag, 18. Mai 13

ChangeAdjust

Adjust and change to move towards achieving the goals/objectives and vision

• Are adjustments made based on the improvement objectives and the behavior of relevant stakeholders?

• Have the meaning and the consequences of the adjustment been clearly communicated?

• Are the conditions for the adjustments and their implementation met?

Recommended visual tools: Prune the Product Tree, Process Canvas, Empathy Map



Samstag, 18. Mai 13

ImplementationStrategic

Strategic plans and procedures provide direction and form the bridge between the goals, status quo, and prerequisites

• Does the improvement strategy consider the market situation and competition?

• Does the improvement strategy consider the actual company environment or obstacles originating from corporate culture, improvement history, and/or parallel change efforts?

• Have you defined sufficient observation points to be aware of and react flexibly to any business environment changes?

Recommended visual tools: Reality Tree, Context Map, Force Field Analysis, Strategic Conversation Compass


Samstag, 18. Mai 13

ImplementationOperational

Operational implementation always needs to be in balance with observation, learning and adjustment

• Is the implementation aligned towards flexibility and transparency?

• Does the implementation take into account any changes of the internal or external business environment?

• Is progress shown in a visually comprehensible, transparent and understandable way?

• Are bottlenecks identified to allow systematic control of the implementation of operational tasks?

• Are the requirements/prerequisites sufficiently observed and the results included in the planning?

• Are simple tasks and tools being used to improve communication and common understanding?

Recommended visual tools: Kanban board, Coopilot, value proposition Canvas

Recommended organization: Scrum Process and Roles


Samstag, 18. Mai 13

PrerequisitesCuture

Company and employee culture reflected, for instance, in communication transparency, error handling, or in dealing with change

• Are core-company values defined and are they widely observable?

• Do core-business values support employees in acting in a self-determined and sensible manner?

• Does the company culture support transparent communication and decisions?

• Is there an established feedback loop supporting organizational learning and development?

Recommended visual tools: Culture Map

Commitment

Support of the change program and its implementation by all parts and levels of the organization

• Are the organization’s expectations clearly expressed in its vision, strategy and goals/objectives?

• Are expectations met by appropriate actions and examples of model behavior?

• Are expectations adjusted according to the internal and external business environment conditions?

• Are internal conditions adjusted in favor of the holistic change program?

Recommended visual tools: Vision Map, Culture Map, Kanban Board


Samstag, 18. Mai 13

PrerequisitesCommunication

Conscious, transparent and goal-oriented communication in all parts of the organization

• Does the communication take into account the relationship between objectives, conditions and necessity (sense)?

• Is the communication adapted to suit affected employees in their specific context?

• Are the visual tools of the expectation, implementation, and change areas used to support transparent communication?

Recommended visual tools: Reality Tree & Context Map, Kanban Board, Process Canvas, Empathy Map

Sense

Sense used as driver and motivator to test the meaningfulness of all activities and changes against the goals/objectives

• Are strategy, goals/objectives and internal conditions evaluated against the market conditions and competitors?

• With respect to their sense, are the strategy, implementation and adjustments balanced from time to time against the objectives/goals and vision?

• Do you think it important to communicate the reasonableness of the change program and related activities?

Recommended visual tools: Reality Tree, Context Map, Force Field Analysis, Vision Map


Samstag, 18. Mai 13

Prerequisites – VoraussetzungenRessources

Resources to support the implementation of the change program, if necessary in the long-term

• Are the expectations, goals and resources (human, technical, financial) balanced against each other?

• Are the resources used efficiently and effectively, and according to the objectives?

Recommended visual tools: Reality Tree, Kanban board, jobs-to-be-done, Value Proposition Canvas

Skill

Build up knowledge and experience, use it goal oriented and benefit continually from learning

• Are the conditions (culture, resources, processes, ..) for feedback, review and learning appropriate and available?

• Is active learning and creative group work encouraged?

• Are education and training in line with the organizational vision, strategy, and tasks, and do they also allow for personal priorities?

Recommended visual tools: Kanban Board

Recommended method: Design thinking, Accelerated learning

Recommended organization: Scrum Process and Roles


Samstag, 18. Mai 13

canvas4changePrerequisites Change Expectation

Implementation

Culture Commitment Communication Observe Learn Adjust BusinessVision & Goals

Sence Resources Skill

Operational Strategic

ImprovementVision & Goals

This work is licensed under the Crea3ve Commons A7ribu3on-‐Share Alike 3.0 Unported License. To view a copy of this license, visit h7p://crea3vecommons.org/licenses/by-‐sa/3.0/


Samstag, 18. Mai 13

