C level leadership when your stakeholders are “stuck in the headlights”

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Your stakeholders are most likely frozen with eyes wide open thanks to the last couple of turbulent and less than promising years.

Think of the deer transfixed by the headlights. They are not exactly scared; they do not seem to be curious; they are spell bound. Honk the horn and they do not move. Blink the lights, the same. Turn off the lights and they stand there wondering what to do, with their attention fixated as though by a spell (one of the definitions of transfixed- here are some others http://tinyurl.com/2cn5cmq).

As a C level leader what to do?

  1. Acknowledge
  2. Sum up your organizations recent past
  3. Leverage the good
  4. Own up to the bad
  5. Describe the future
  6. Create and manage a transition period

Acknowledge

Whether or not any given individual found themselves in the glaring lights does not matter. We have all seen, heard or been touched by the nasty spell of economic downturn. That must be acknowledged. Since you, as a leader, are part of the herd too, some of your own personal examples might help. Acknowledgement does not mean a continuation of negative and pessimistic perspectives. You must ease yourself out of the headlights and look ahead.

The Past

As in the last, let’s say, two years.

Odds are you tightened the purse strings, your are lean, maybe you even had some time for retrospection and introspection on an organizational level. If you were smart you took advantage of the slowdown. Put that all together in a message and sum it up in a tidy package as if you and the organization have already moved past that spot into a positive and more profitable future.

The Good

Is most likely represented in cold numbers to show smart consolidation. Tread lightly here since most stakeholders will not see the good in anything from the recent past (unless they owned it, then they will appreciate the connection). The best way to transition from difficult situations is to look at how the time was managed. If individually or collectively as an organization you did what you could then there will be good. If you are the deer or you have let the herd stand in the road for a long time…

Own up

There are plenty of times when we do what we can and what we think is right, practical and responsible only to find in hindsight we were on the wrong track. Use that hindsight to your advantage to illustrate not what could have been but why your process got you to where you are. Doing this well will give you a foundation for process and structure improvements to tag onto initiatives tomorrow.

New End States

Your first instinct in transitioning out of yesterday and into tomorrow is probably to illustrate a clear vision. Be careful here. You are likely to articulate a vision you wish for. In between is the one you want. Better to dig into the one you need. By you I mean literally you, but also the organization and its individuals. Think and communicate in terms of practical end states. Heavily load your change management front end to come up with clear, shorter length attainable end states that have easy participation points.

Transition

The headlights were particularly glaring for the deer in your herd this time around. The car has stopped; the herd is safe. Guide them off the road slowly and smoothly. Because of the participation and engagement needed with front end change management transition is built in. The addition of inordinately positive external resources (if they also have a full quiver of empathy) can help you to time the transition period. Do not with run blindly across the road at this point. The last thing you need is for fear to turn to panic.

Every difficult situation is a leverage point for the future. The deer in the headlights is not scared, just mildly stunned. Take advantage of the fact that in the headlights, for a brief moment all is calm, centered and in the moment. The perfect foundation for positive change.

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Scope Creep the Change Management Way

Change Management like project management, leadership and the implementation of strategy is not immune to insidious scope creep.

Inclusive Creep

“George, over there will need to be involved with this”. “Sue has a hand in this we should include her in this meeting”. Choose your comment, the list is long. All are based on a misunderstanding of what it takes to guide change. The change process has an end state, that is where you are heading. So inclusion is based on the journey to that end state. It is often a fine line in deciding who genuinely needs to be involved.

Guilty until proven productive is the mantra.

As an external I personally assume someone does not need to be there and then look for signs that I might be wrong. Juxtapose that to the internal players (especially those smack in the middle of the organization) who think everyone should be involved. Admittedly there are also practitioners and models that basically say “the more the merrier”. Merry maybe; effective questionable.

Too little, too late, too low Creep

Yesterday’s post http://horizontalchange.com/2010/07/looping-in-leaders-uphill-change-management/ illustrates this phenomenon. When change resources are brought in too late are to few in number and are placed below the owner, creep is essential. It is essential because, obviously, the scope was wrong in the first place. But rather than one by one roping in those left out it is better to hard stop and reevaluate scope. As with consulting contracting if the time and money will not support the new parameters then the change must be reduced in size.

Structural Creep

Think committees. Think pretend matrixed organizations (those that are simply inclusive rather than collaborative for results). Structural creep happens when the organization has built in expansion for every change. Usually created out of fear of change, and the decisions required and the results of bad decisions, structural creep mechanisms can literally stop change. Hence the saying “…where good ideas go to die.”

You cannot typically change structure easily (it is a change initiative all by itself) but as a leader or external practitioner you can help to guide decision-less pieces of the change into that structure while corralling those that need specific things to move forward into smaller, more nimble (and more authoritative) teams.

Creep is the result of poor planning and lack of front end work. Creep is also a symptom of either an incorrectly placed change agent or an inexperienced one who is always a little behind the change timeline or, usually, both.

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Looping in leaders- uphill change management

A change practitioner in a discussion forum used the statement, “…and then I loop in leaders as necessary”. My hair stood on end and I got a chill a little like the fingers-on-a-chalkboard reaction. “Looped in change” is an uphill battle on many fronts.

Timeliness

Well strategized change, with heavy front end work, determines the extent to which leaders need to be involved (because they are stakeholders like everyone else). Looping in will always be too late. Too late hurts the change process because it appears things were not thought out, which creates lack of trust.

Change Team authority and ability

Late loops will cause stakeholders to question the ability and corresponding authority of the change team (or practitioner if a team of one). Having change entities or individuals tasked with the management of change has tremendous leverage. Taking a loop perspective erases that or, at the very least, seriously weakens it.

The Looped (snicker) Leaders Connection

Looping in leaders sounds a lot like inclusion for the sake of including. The only thing worse than catering to  a weak leader is to add them late in the game. An important thing to remember for change, not everyone has to be included- acknowledged maybe, but only in relation to the end state (not vanity).

Change Management scope creep

Those loops soon spiral out of control. Those out of control spirals welcome a nasty kind of scope creep. That scope creep can make the end state description and path to it virtually disappear in a dance of internal politics.

A change practitioner (or internal leader managing change) caught in this pattern (a common one) needs to be much more assertive early on. If they were brought in late and low (also common) they need to work to back the time line up a bit to get clarity on the end state and the connections that will create. When I find myself in those situations I call a bit of a hard stop. I am not afraid to include the leaders who should have been included earlier into the hard stop discussion. Equally I do not hesitate to prod for less inclusion rather than more- at least in the decision process.

Every one can champion.

Looped leaders who take that role might find themselves included early in the next change.

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Images of Change- Prepare to be overwhelmed

I googled change management this morning to see the latest hawked wares and approaches. Since I am a spatial learner and love pictures I chose “images of change” as my first stop.http://tinyurl.com/245t9s5.

Wow.

Could the approaches be more overwhelming? Change itself has a tendency to be the same. As a practitioner wouldn’t you want to make the process easier? Although if I am selling snake oil…

Here are some observations from my image journey-

  • Change practitioners adjust their approach to their own perspective (strategic, OD focused, PMO based, Leadership oriented etc)
  • Change apparently either revolves around a hub (yes I am guilty with my spider web article-http://issuu.com/garrettgitchell/docs/prosci2010paper), moves along a torturous curve or follows clearly from step to step on a timeline (oh and it could look like an iceberg which is really helpful for the whole fear of change thing)
  • You need phases, must have phases
  • They are all heavily influenced by historical gurus
  • Change is funny (I admit I did like the pictures and cartoons)

After a couple hundred blog posts of my own (maybe I need “the book” to get there) I still can’t quite explain this, but they all feel like they are forcing change into a funnel that magically comes out the other end with a solution. I can picture what an engagement would look like about 3 months in having followed one of these pretty pictures (you can bet the practitioners are inextricably entwined with their own drawings). If I were to ask at that point, “what will this look or feel like when it is all over?”, odds are the answer would not be there (for the practitioner, the leader and especially for the stakeholder).

For that to happen, assumptions, perspective and history usually have to be unraveled, looked at and then rebundled into a change approach that works back from the goal rather than forward to …. can’t resist…. infinity and beyond.

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Restarting Change

restarting change

Things begin to pick up for business (less fear, willingness to spend hoarded cash, new competition appearing from garages- not sure which is the cause, but things are picking up in the change arena) and the revisiting begins. Change anew. Except some of it is the programs that were cancelled a year or more ago. How is restarted change different?

History Doubled

The ability to move change forward is always effected by previous attempts (bad or good). To start something that did not finish on the first attempt is potentially tempting fate. If, in our current case, the economy can be blamed for the earlier stop, starting again just slots right into the business environment.

Care must be taken with communication for a restart because, excuses aside, a mistake was made. Sure, as a leader you do not think so – it was all part of the plan. The problem is to stakeholders it must not have been a good plan. Now the Pandora’s box of trust, faith in leaders (which is a specific kind of trust), I told you so’s and the appearance of mishaps is opened.

Address the double history issue with crystal clear as transparent as possible communications. You might want to recheck and possibly rethink the new plan- the last thing you want is two historical mishaps.

Second Chances

Everybody believes in second chances. You have one if you are restarting change. Some of your work may already be completed. Redo work can be done better. Mistakes can be corrected. And acknowledged. Which leads me to the  “be careful”.

By necessity taking this second chance is assuming empathy. There is a difference between restarted change and any other- the empathy has to flow from the stakeholders to the leaders. Empathy should (I always hesitate to use this word, but it fits now) go from leaders to stakeholders, that is a given. To go both ways sets up an interesting dynamic. Maybe I should have said an effective dynamic because the core of relationships connected to accomplishments is shared empathy. Give it a double dose on your second chance restarts.

Rebuilding is impressive

Taking what you have, envisioning something different and better and then layering in additions is smart change. As with any remodel matching the old lines to the new can be difficult. Because that is an obvious component of rebuilding/remodeling everyone is impressed when the result is seamless. With your restart this is an opening for a view of the end state that includes overcoming and tackling obstacles.

For that to make sense as an explanation there must be honesty, transparency and camaraderie around stops and starts and the end states they can create.

With that you can restart and rebuild at the same time.

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Change or Transition

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Change can be the overall time line of moving from one thing to another, or old to new. It can be the moment the switch happened- you actually move into that new home. It can be the process itself of transforming and changing behavior. It can mean movement, perspective, action, technology and/or behavior.

Transition might well be the same if semantics are not your game.

As an English undergrad words and languaging are an environment all their own for me.

So I like to think of transition as that sweet period- sometimes short sometimes a longer transformation- from the end of the old to the beginning of the new. Perhaps walking through the door of that new home…

With change management and the process of guiding change that sweet spot is something to capture as difficult, discomforting, then interesting, then satisfying and if more of those transitions may be in the future, contemplative and measured.

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Executives are stakeholders too

businessman pondering change  Businesswoman celebrating successful change

and people, which we sometimes forget.

They are often left to make decisions on their own. When those decisions turn out to have positive results they often must jump in celebration alone. Depending on where they currently sit in the organization (and at times where their next seat seems to be) they may just have to guide someone else’s decisions. I can give you some first hand feedback from my service in those roles.

One of my cringe points is the way in which change models and approaches deal with leadership. Just like the change processes those models lead into some of the most important first steps are passed by and left out. I insist with my executive clients in a process that builds end state descriptions for all. Because the leaders will have the responsibility of delivering, deciding and explaining they must understand how their work fits in to the big picture, just like a first day employee.

They become champions of the connection of work and individuals to strategy and a bigger picture not cheerleaders for the new change/thing. Because they are the champions of that connection I would say it is their responsibility to make sure the change makes sense. It is their responsibility to make sure the train does not start until they can articulate the connection. Sorry senior leader client person that is not the role of the CM practitioner. Delivering that articulation and making sure it is heard and understood is. It is also not the role of your direct report (see previous sentence).

We can go on and on about all the things someone should do as a leader, but without the correct assumptions and perspective those fantastic leadership traits fall on dead ears and worse dead hands and change stalls or fails.

So if you are a CM practitioner start to acknowledge executives as stakeholders. If you are inserted into a change process that does not do that stand in front of the train. As a senior leader I hereby give you permission to ponder, clarify and get comfortable with your role as a stakeholder first and leader next.

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Staying ahead of the setting sun-Change Management timing

Change Management timing

Change Management  is often a race to stay ahead of the setting sun. By setting sun I mean demise of the initiative itself. I am running out of fingers to count the times I have been involved in or seen the complete stop of major initiatives (most in the 7 figure + range).

Here are a few reasons why this happens-

  • Change Management is added too late
  • Strategy does not connect well to resources and motivation
  • Strategy is not present, misguided or unrealistic
  • Timeline is unrealistic
  • The people are unrealistic (yes sometimes there is TRUE resistance- see bullet one through four)

Change Management is often seen as a training, communications, speed the project along discipline. I cringe when I see something like “provide training, communications and accelerate project implementation”. Cars accelerate.

As a result of this perspective (one seen in both practitioner and client I might add) change fits at the beginning of the implementation of the change, somewhere a little after all of the planning, all of the designing , all of the making of the task lists. Which is exactly where it falls 99% of the time (my stat). And one step behind the setting sun.

To make this worse, and effectively make Change Management even less relevant, the practice of CM is used as an overlap to other processes. The perfect example is placing the machinations (word chosen wisely-CM deals with people) of CM under the watch of the project manager. Or in the hierarchy having CM report to HR, or IT, or Finance or any function.

In both these cases, perspective and placement, CM will be well behind the setting sun on every initiative.

Unrealistic timelines. I will leave the timing of tasks to a project management/operations discussion. It is the timing of the coordination of people and their human nature luggage that is important here. With the change process weaved into the whole from true beginning to end state there is actually is the possibility of speeding up timelines. But that will only work when the original timelines included that human nature component. Which we know rarely happens because CM is added well after that planning stage.

Strategy.

This is corporate strategy I am referring to not the strategy of implementation. Many consultants and their clients confuse the plan for implementation as strategy. Use “strategic implementation” and you might be able to language and separate the two meanings. They are different and stakeholders are not only well aware of the difference, but confused when leadership and engagement leaders do not know or see the difference.

Corporate strategy is the vision of the leaders, the possibilities in the current (or near future) environment, the direction of the organization as a whole, the business objectives on a high level to get to profit, success and sustainability. Every one of your initiatives should, and most certainly does, connect in some way with at least one part of this definition. Why is it then that there is no thread or glue to make this connection?

If you have operational change management in your organization you might actually be able to have a component that looks like the current approach to change that makes sense and works. If you understand, as a leader, that change management is about the connection of work to vision and vice versa then you will provide the avenues for that connection to happen. If you understand that the moment of the “idea” for an initiative is about the time Change Management needs to be added…

…you just might get a polar version of a day where the day is long and the sun sets right at the end state.

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The Consultant Dimmer Switch-Change Management Refinement

Change management refinement

Good consultants (by good I mean get results and influence in a positive way) can gauge the level of electricity, power and energy needed for any given place and time. The really good ones can intuitively place those places in time along an actual timeline.

I find myself spending a lot of thought time analyzing the differences between external and internal both from a consulting perspective and individual choice. There is a smoothness to internal employees. If you were to tie that to the dimmer analogy they are like the switches that remember the last setting you had and go there first. Once the setting is there a concerted effort must be made to change it, for the next time and maybe permanently.

Contrast that to consultants who can kick the dimmer all the way up with a burst of energy at any given time. Maybe this is a little more like the voice activated switch. “Lights full level” and there is light- lots of it.

So the internal runs into problems with the amount of energy available for any given thing. (I can’t resist this… and the guru insists creating urgency will deal with that…electricity delivered at high levels comes with a cost). Amping the energy, pushing up that dimmer switch when it already had a setting has repercussions. Hence the need for the internal to be so smooth.

The external meanwhile must overcome the many times in their career when they chose the wrong dimmer level- sometimes too intense sometimes to calming. While the external can deliver the power instantly there is always a chance of overload.

The consultant who learns to understand the effects of the different levels of input, intensity and energy soon gets good at doing the same for clients and stakeholders matched to their culture and environment. And this strikes me as one of the big reasons clients bring in consultants (and I do mean consultants here not contractors). Consultants, who are good, have the ability to orchestrate the movement of that slider- cranked up when appropriate, subtly lowered at other times.

If you turned the switch on its side it could be labeled context on the left and end state on the right. Lowering the lights grounds you in the moment, brightening the room lets you see ahead…

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Favorite client question for Change Management- What will you do first?

… and warning sign number one.

Because, for me, it is, “what do I need to know?”.

Doing before knowing is the mark of an inexperienced consultant (or the forte of a contractor). This question from a client is  an indicator that some knowledge exchange between the two of us may just be the answer.

So what will I need to know?

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The most important need to know is the description of the end state (not the current state, not the future state and not the black hole gap in between). There is a whole lot of why built in. This is not the why you are thinking of. It is not the “why” business case for the change (that will help in the overall description). It is not the “why we need this now” version. It is not the why we need this at this point. It is certainly not a search for justification. And it is not a question that gets a quick answer of because.

It is the why someone would be willing to participate and contribute to the effort. It is the why someone would want to be involved. It is the why the organization needs this (maybe a humanized and respectful business case). It is the why the future will be better when the end state is reached- yes a journey, yes difficult maybe, yes all of those things inherent in change- pretty and not so.

If I have marketed well in my own work , the owner of the change, the keeper of the cash, the leader the light shines on (the glaring one, not necessarily the one for the award ceremony) will be the person to open the gate for the path to the information.

The need to know will-

  • Reveal the org. chart formal or hidden
  • Illuminate structural flaws in the organization
  • Illuminate cultural flaws in the organization
  • Alert the hamsters on the wheels (which stop and look, which keep mindlessly running on the wheel?)
  • Provide a broad stroke of the history of change in the organization
  • Clue me in to the connection between leadership, stakeholders, vision and satisfied end states
  • Provide clarity on the ability to take, give and assume responsibility and accountability in the organization
  • The horizontal, vertical, diagonal and circular connections (that’s the hidden org. chart) present or not

Ok I concede this will create a list…

  1. A packed schedule of short interviews with a strategic mix of stakeholders.
  2. Somewhere in the mix of number one- a visual spider web chart of connections current, and connections needed, to first create and then get to, the end state.
  3. A list of the communication vehicles current (and connected to the change) and missing.
  4. My own secret list of movers, shakers, gatekeepers and agnostics (in general, not necessarily related to this change).

As with most clients maybe not what you were expecting?

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