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LET’S TALK ABOUT CHANGE IIBA Meeting, September 21, 2016 Kay Fudala Change Consultant & Coach, Impact Makers A BA'S GUIDE TO ORGANIZATIONAL CHANGE MANAGEMENT

LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

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Page 1: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

LET’S TALK ABOUT CHANGE

IIBA Meeting, September 21, 2016

Kay Fudala

Change Consultant & Coach, Impact Makers

A BA'S GUIDE TO ORGANIZATIONAL

CHANGE MANAGEMENT

Page 2: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Change is central to the human experience

The world hates change, yet it is the only thing that has brought progress. ~ Charles Kettering

To improve is to change; to be perfect is to change often. ~Winston Churchill

Change means new experiences which makes people nervous and scared. ~ My 6 year old daughter

Change before you have to. ~Jack Welch

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Page 3: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Let’s talk about change

• Nature of change

• How individuals and organizations experience change

• How business analysts can lead change

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Page 4: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Does this sound familiar?

• Scenario 1 –You have deployed an technological enhancement to a user group. The vision for this change was built over 2 years, you engaged influential leaders in the process, but 6 months after implementation your adoption rates are still low.

• Scenario 2 –You have worked with the business to reengineer processes to realize operational efficiencies. But your business leaders are confused about the new procedures and still resort to outdated processes to get the work done. Metrics and morale have taken a nose dive.

• How many of you have worked on projects that• Changed systems/tools, work processes, organizational structure?

• Fundamentally altered the way work was done?

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Page 5: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Nature of change

• Change can be treated as moving from state A to state B but it is so much more than that

• Change may be planned or unplanned

• Change results from internal and external factors

• Change takes place at varying rates

• Change can be radical (first order) or incremental (second order)

• Change is an ongoing activity, it is constant, it is inevitable

People don't resist change. They resist being changed. ~ Peter Senge

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Page 6: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

How people respond to change

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Page 7: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

How to help people adjust to change

Inform

Motivate

Train

Perform

Reinforce

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Page 8: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Resistance – Why it matters

Level 1

“I don’t get it”

Lack of exposure to critical information

Disagreement with data

Confusion over what it means

Level 2

“I don’t like it”

Emotional reaction to change

Flight-Freeze-Fight mode

Level 3

“I don’t like you”

Lack of trust, confidence

Skepticism

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Page 9: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Resistance – What to do about it

Level 1

“I don’t get it”

Make your case

Explain why the change is needed

Use preferred communication channels

Level 2

“I don’t like it”

Remove fear

Increase the excitement about what’s positive about the change

Level 3

“I don’t like you”

Rebuild damaged relationships

Tend to neglected relationships

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Page 10: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

How organizations change – Lewin’s Theory

Stage Description

Unfreeze • Break down status quo to build up a new way of operating• Develop compelling messages for why existing way of doing things cannot continue• Challenge organizational beliefs, values, attitudes, and behaviors• Expect uncertainty

Change • People begin to resolve their uncertainty and look for new ways to do things• People start to believe and act in ways that support the new direction• People need to understand the benefits of the change• Not everyone will fall in line just to support the change and its benefit

Refreeze • Changes take shape and people embrace new ways of working• Outward signs of stable organization chart, consistent job descriptions• Acknowledgement of people’s efforts reinforces belief in future changes• Celebration of successes helps people find closure

UNFREEZE

Create the right

environment

CHANGE

Support the

desired state

REFREEZE

Reinforce the

change

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Page 11: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Types of Organizational Change

• Transactional Change

• Transitional Change

• Transformational Change

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Page 12: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Transactional Change

• Simple, predictable outcomes

• Low level of investment needed by the leadership and organizations

• Minor alterations to organizational structure, policies and procedures

• Minimal change to individual skills and abilities needed to implement the change

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Page 13: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Transitional Change

• Simple yet unpredictable or complex yet predictable outcomes

• Level of leadership and organizational investment needed is higher

• Some modifications needed to organizational structure, policies and procedures,

• Some change to individual skills and abilities needed to implement the change

• This type of change can lead to an refinement of mission, strategy, and organizational culture

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Page 14: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Transformational Change

• Complex and unpredictableoutcomes

• Highest level of leadership and organizational investment needed

• Radical modifications needed to organizational structure, policies and procedures.

• New skill, abilities, and ways of thinking are required to implement the change

• This type of change requires a fundamental revision of one or more of mission, strategy, and organizational culture

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Page 15: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

How organizational culture enables change

Source: Diagnosing and Changing Organizational Culture: Based on the Competing Values Framework, Kim Cameron & Robert Quinn 15

The characteristics of your organizational culture will determine the value drivers, the leadership styles that enable change.

CLAN

COLLABORATE

LONG-TERM

CHANGE

ADHOCRACY

CREATE

NEW

CHANGE

HIERARCHY

CONTROL

INCREMENTAL

CHANGE

MARKET

COMPETE

FAST

CHANGE

STABILITY/CONTROL

EXTERNAL POSITIONING

INDIVIDUALITY/FLEXIBILITY

INTERNAL MAINTENANCE

Leader Type:Facilitator

MentorTeambuilder

Value Drivers:Commitment

CommunicationDevelopment

Theory of Effectiveness:Human development and

high commitment produce effectiveness

Leader Type:Innovator

EnterpreneurVisionary

Value Drivers:Innovative outputs

TransformationAgility

Theory of Effectiveness:Innovativeness, vision and constant change produce

effectiveness

Leader Type:Coordinator

MonitorOrganizer

Value Drivers:EfficiencyTimeliness

Consistency and Uniformity

Theory of Effectiveness:Control and efficiency with capable processes produce

effectiveness

Leader Type:Hard-driverCompetitor

Producer

Value Drivers:Market share

Goal achievementProfitability

Theory of Effectiveness:Aggressive competition

and customer focus produce effectiveness

Page 16: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Roles in organizational change

• Individuals or groups with authority to determine that change will occur

Change Sponsor

• Responsible for implementing a well defined change successfully

Change Agent

• Individuals who change knowledge, skills, and behavior as a result of the change

Change Target

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Page 17: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Why Business Analysts?

• Business Analysts

• Identify and articulate the need for change in organizations

• Work across all levels of an organization

• Act as a guide, leading the business through unmapped territory, to the desired destination

• Facilitate dialogue, face resistance and understand its impact

• Help business realize benefits of change

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• Business Analysts Help Businesses Do Business Better

• As Change Agents you need to understand the people side of change and how to leverage organizational change management best practices

Change Agent

Page 18: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Role of the Business Analyst

Mediator

Advocate

Messenger

Investigator

Coach

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Change Agent

Page 19: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

BA skills to lead organizational change

What is the change? Characterize the change – size,scope and type

Build Change Definition/Vision

Why is thishappening?

Clearly articulate benefits and consequences of the change not happening

Who is impacted? Assess impacted stakeholders

How will they respond?

Assess resistance and evaluate changeability

Create Resistance strategies

When and where isthe change happening?

Create targeted communications,training and leadership action plan

Integrate with project management

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Page 20: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

Creative Thinking Exercise

Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges.

20Source: De Bono Group, Six Thinking Hats

Page 21: LET’S TALK ABOUT CHANGE - IIBA · Let’s talk about change ... Creative Thinking Exercise Use the De Bono Six hats exercise to brainstorm solutions for organizational challenges

• Leverage organizational change management best practices

• Understand resistance and take steps to mitigate it

• Seek support from management

• Embrace the future and don't get stuck in the past.

• Be patient with the rate of acceptance; some take longer to see the light

• Put things in perspective. Practice good stress management.

• Recognize and reward the accomplishments of those who were instrumental in enabling the change

• Be you. Be the mediator, the coach, the advocate and the awesome change agent that you already are.

Conclusion

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Be the change that you wish to see in the world. ~ Mahatma Gandhi