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Executive Leadership Leading Change APHAA Oct 2, 2018

Executive Leadership - APHAA · • Create short term goals, short term wins • Minimize additional changes • Clarify and continually state the 4 Ps • Purpose, Picture, Plan,

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Executive LeadershipLeading Change

APHAAOct 2, 2018

1. Identify the difference between change and transition

2. Embrace the principles of change leadership3. Apply an organizational lifecycles lens to target

organizational change management strategies4. Identify concrete steps they can take immediately

to build their capacity to lead, implement and manage change

Learning Outcomes

• What learning are we bringing forward?

• Understanding change leadership• Transition vs change• ADKAR model• Life cycles approach

Agenda

Ice Breaker

• What learning are we bringing forward?

• Understanding change leadership• Transition vs change• ADKAR model• Life cycles approach

Agenda

What are some words that you think of and what emotions do you experience when you think of change?

Discussion

From Change Management to Leadership

Change Management Change Leadership

Begins with A plan to control change A vision to inspire change

Approach is Reactive Proactive

Emphasizes Process first People first

Works in relation to

Defined business processes, as a one-size-fits all solution

Organizational culture and lifecycle

Sees change as Pre-defined and incremental Transformational

Frames leading others as

Overcoming resistance Connecting with values and encouraging participation

Goal is to Managing the financial, organizational and reputational risks of change

Empowering those within your organization to embrace change

What Makes Change Work?

Think about an example of change done poorly. What did leaders fail to do to support it?

Change Done Poorly

Think about an example of change done well. What did leaders do to support it?

Change Done Well

Beckhard Change Equation

Dissatisfactionwith the status

quo

Visionof positive possibility

First Stepsin the direction

of the vision

Resistanceto the change

D V F R× × >

Case Study: Online Registration

How can you use the change equation in your life? Your work? Your projects and the teams you work with?

Discussion

• What learning are we bringing forward?

• Understanding change leadership• Transition vs change• ADKAR model• Life cycles approach

Agenda

Change is situationalTransition is psychological

Change vs. Transition

Three Phases of Transition

William Bridges

Ending, Losing,Letting Go

The Neutral Zone

The New Beginning

In order to initiate something new, we need to leave behind the old

Key Goal: Acknowledge and accept that the ‘old’ is ending

Ending Phase

• Honor past successes, contributions• Be clear about what is ending, and what is not• Focus on the need to change without discrediting

the past• Acknowledge the natural feelings of loss• CUSP: Control, Understanding, Support, Purpose

Strategies for the Ending Phase

The space ‘in between’ the old and the new

Key Goal: Provide reassurance, strengthen clarity and focus, and encourage innovation

Neutral Zone

• Encourage creative and innovative suggestions• Acknowledge new approaches• Create short term goals, short term wins• Minimize additional changes• Clarify and continually state the 4 Ps• Purpose, Picture, Plan, Part• WIIFM – help people navigate the transition

Strategies for the Neutral Zone

“This zone is an unpredictable place ripe with opportunity, yet extremely uncomfortable for some who believe they need to know everything before they can get out on the proverbial limb”

- Smith and Sandstrom

The Neutral Zone = Not Knowing

On a scale of 1 to 5:• How comfortable are you not knowing “the

answers”?• How often do you seek the ideas and perspectives

of others?• How well do you listen?

The Neutral Zone

1 2 3 4 5

With this phase comes a return of ease, confidence, and engagement.

Key Goal: Commit to the ‘new’ and to be future focused

The New Beginning

• Be clear about objectives• Know what you are gaining• Take deliberate steps• Solidify new skills• Just do it – move past hesitancy and indecision

Strategies for the New Beginning

What kind of feelings do you experience in each phase?

Discussion

Ending Phase Neutral Zone New BeginningFear Resentment

towards the change initiative

High energy

Denial, A sense of loss

Low morale and low productivity

Openness to learning

Anger, Frustration Anxiety about their role, status or identity

Renewed commitment to the group or their role

Disorientation, Uncertainty

Skepticism about the change initiative

What Do People Feel In Each Phase?

How would people express these feelings in their work, attitude and behaviour?

What experiences or best practices have helped you manage these phases?

How Do People Express Feelings?

Change Leadership is a Marathon

What conversations do you need to have to lead change with your board? Staff and/or volunteers?

Discussion

1. What is changing?2. What will actually be

different because of the change?

3. Who's going to lose what? Who’s going to gain what?

4. What is staying the same?

Four Questions for Smooth Transitions

Questions & Comments

Let’s Break

• What learning are we bringing forward?

• Understanding change leadership• Transition vs change• ADKAR model• Life cycles approach

Agenda

Awareness of the need to changeDesire to participate and support the changeKnowledge of how to change (and what the change looks like)Ability to implement the change on a day-to-day basisReinforcement to keep the change in place

ADKAR

Awareness and Desire

Awareness

Desire

Knowledge

Ability

Reinforcement

Awareness and Desire

• Discover what is and is not working• Communicate the case for change

• Present benefits of adopting change• Build a consensus with all stakeholders

• Build a project team and targets• Mobilize commitment from stakeholders

• Implement change• Support change

• Sustain momentum of change• Engage stakeholders in evaluation and adaptation

How do you know when change is required?

Where does the inspiration come from?

Discussion

How can you create a sense of urgency and clarity within your team in order to begin change?

Brainstorm

Knowledge and Ability

Awareness

Desire

Knowledge

Ability

Reinforcement

Knowledge and Ability

• Discover what is and is not working• Communicate the case for change

• Present benefits of adopting change• Build a consensus with all stakeholders

• Build a project team and targets• Mobilize commitment from stakeholders

• Implement change• Support change

• Sustain momentum of change• Engage stakeholders in evaluation and adaptation

Transformation requires constant learning and

growth. A learning organization is dedicated to

continually enhancing its ability to create its

desired future.

Peter SengeThe Fifth Discipline

Change & Organizational Culture

Reinforcement

Awareness

Desire

Knowledge

Ability

Reinforcement

Reinforcement

• Discover what is and is not working• Communicate the case for change

• Present benefits of adopting change• Build a consensus with all stakeholders

• Build a project team and targets• Mobilize commitment from stakeholders

• Implement change• Support change

• Sustain momentum of change• Engage stakeholders in evaluation and adaptation

• What learning are we bringing forward?

• Understanding change leadership• Transition vs change• ADKAR model• Life cycles approach

Agenda

Not-For-Profit Lifecycle Stages

(c) 2001 Susan Kenny Stevens, Ph.D. Licensed to Vantage Point Strategies Society through 2018. All rights reserved

Lifecycle Self-Identification

What characteristics, traits, and behaviours need to be present in order to successfully lead change at your lifecycle stage?

Brainstorm

Successful change leaders…• Can identify their organizational lifecycle stage• Understand the resources, strategies and risks

involved with executing change at that stage• Can anticipate some of the tensions that arise

when moving between lifecycle stages• Look to lifecycle-based fit when involving others

in change management activities

Change Leadership + Life Cycle

• Acknowledge the natural resistance to change• Be clear about the mission imperative• Encourage input• Check assumptions• Build in success, quick wins• Acknowledge achievements past and present• Repeat important messages• Consider what will be lost if change does not

occur

Strategies for Dealing with Resistance

• Is my passion matched with my aspiration? • Do I feel strongly about the need for the change? • Am I convinced it can be accomplished? • Can I convey excitement when I talk about it?• Am I willing to put my credibility on the line to

promise action on it?• Am I committed to seeing this through?• Can I be patient with the process?

Leaders’ Commitment to Change

• What learning are we bringing forward?

• Understanding change leadership• Transition vs change• ADKAR model• Life cycles approach

Agenda

Implementing New Practices

What is one thing you want to put into practice?

What is one thing you want to let go of?

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