Strategic Change Management

admin — Thu, 29 Oct 2009 21:21:28 +0000

To paraphrase Kenny Rogers, as a change manager, you have to know when to hold ‘em and when to fold ‘em.

Our firm worked with a large coalition in California, helping it develop a strategic plan and a new governance structure. The strategic change management process we initially designed called for multiple meetings with coalition members to clarify the goals of the coalition — and then look at options for a new governance structure. It was a solid process, grounded in our 12 years of doing similar work.

The key funder for this coalition was a large California-based foundation. When we began work, the woman assigned to manage the coalition told us to scale the process down in order to meet her timetable. That was the first warning sign. After the first stakeholder meeting, she heavily edited our synopsis to spin it in a way she felt would play better to coalition members. That was another sign of trouble.

As we were designing the next stakeholders meeting, she told us to shrink the timeline even further. It was gut check time. I called some people. Their stories resonated: the coalition manager treated people with disrespect; she pushed her agenda at the expense of collaborating with others. Feeling that our firm’s reputation was on the line, I told her of my concerns about the quality of the process. She replied with a blistering email, criticizing me and criticizing our staff.

I tried to imagine whether our firm could successfully partner with her. Looking at the evidence, I realized it was highly unlikely that the process could ever be as robust as it needed to be. At that point, I decided the best strategic change was to end the engagement. I communicated that to her in an email. The next day, I got a voicemail from her, asking if we could talk. Perhaps we needed to clear the air, she said.

I told her the decision was final. It was unfortunate. But a good change management process needs to be anchored in a strong, trusting partnership between the consulting firm and the client.

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Strategic Change Management and the First Five Percent

admin — Thu, 10 Sep 2009 00:27:53 +0000

I have written before about the “First Five Percent.” That’s my approach to strategic change management that says the quality of the first five percent determines what happens in the rest of the process.

I was in Los Angeles last week, working with a large association, on a strategic plan for their organization. It was the beginning of a year-long process to create a high-performing organization.

One of the rules of the First Five Percent is to engage as many people as possible early on. You never know who has the good ideas. The more people you engage early on, the quicker you can identify the best thinking and the hidden resources.

There were 300 people in the room, including board members, chapter leaders, and local officers. The agenda was flexible. Depending on how the first exercise went, I was prepared to go in different directions to assure high levels of participation.

The first question I posed was this: “Think about where you want the association to be in two years. Tell me the specific changes you want to see and your measures of success.” They worked on this question for 60 minutes and wrote down their responses on flip chart paper.

Each group then reported out. I then asked them: “What did you hear yourselves say? What did you agree on?” Everyone called out what they heard. “Increase membership.” “Fill our vacancies.” “Create a new business line.” Their juices were flowing. “How would you measure success?” I asked. They shouted out what they’d heard. I listed four specific measures of success. I asked if they all agreed. Everyone raised their hands. They took a quick break for lunch.

While the room was quiet, I thought about my next move. I looked over all of their reports, and decided I should simply tap into their energy. I listed 12 goals on flip chart paper. Each goal came from them, like “Double our membership” or “Increase our political clout.” I posted these goals on the walls of the room.

When they came back from lunch, I said: “Take a look around the room. These are your goals. Find a goal you feel passionate about. Go stand by that goal. For those of you who are passionate about some other goal, there are blank pieces of paper.”

The group divided itself into teams around each goal. I asked them to develop an action plan for each goal and then report out. During the report-outs, I identified key issues that needed to be resolved and facilitated a discussion around each issue. When people drifted off topic, I invoked the two-minute rule (”Anything important can be said in two minutes”) and they got back on course.

We wrapped it up at 4 p.m. I asked people to tell me what they liked about the meeting. “It was energizing,” someone said. “Great ideas!” several people said. “Your guidance,” someone said. “The two minute rule!” several shouted. “We’re excited to be building our organization,” a woman said. “And what would you like to change?” I asked.

“That we have to leave!” a man shouted. Everyone laughed.

Next blog article: “Our Change Management Model“

Leading at Light Speed by Eric Douglas » strategic change management

Strategic Change Management

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Strategic Change Management and the First Five Percent

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