Tag Archives: APM Enabling Change SIG

More common factors for managing successful change


By Elisabeth Goodman, 29th January 2016

APM events are a great opportunity for developing our professional knowledge

Discussing common factors for managing successful change with delegates at the APM event

Tapping into delegates’ knowledge at the APM event

I led a seminar this week for the Yorkshire and North Lincolnshire Branch members, as a member of the committee of the APM Enabling Change SIG and also as an independent change practitioner.

It was apparent from the level of discussion, and from the results of a poll at the end of the event, that many of the delegates had either started their journey in practising change management, or were already well experienced in it. So it was a great opportunity to learn from the knowledge within the room, as well as passing on some of my own, and of my committee colleagues’ knowledge.

We explored all types of change

We were exploring all types of change: organisational, IT, process-related, and others. I shared three of my own case studies, and also captured examples of some of the delegates’ own change programmes.

Examples of change programmes and projects

We identified more common factors for managing successful change

I had a starting list from a previous blog on common factors for managing successful change and adapted from those I use for RiverRhee Managing Change training and consulting activities. I’d added more factors to this list based on suggestions from my committee colleague Martin Taylor and from previous seminars that we have run together.

A starting list of common factors for successful change

The delegates came up with an impressive list of their own suggestions.

Suggestions of common factors from delegates

Some additional insights on behavioural change, and on change agents

Although one of the suggestions for types of change included behavioural / cultural change, delegates recognized that in fact all changes require recognition and attention to behavioural change to be effective. I referenced “Influencer” as a book that focuses on this.

Delegates also highlighted the skills needed for change agents to be effective, and I mentioned that “Creating Contagious Commitment” had some useful insights on this topic.

(The links above are to: Why thinking in terms of burning platforms and tipping points is not enough to drive change – a blog that references both books.)

Closing thoughts

Exploration! A picture in the lobby of Leeds Metropolitan hotel

A picture in the lobby of Leeds Metropolitan hotel

I have no doubt that there are more “common factors for managing successful change” to be identified.

Perhaps you would like to suggest some?

ABOUT THE AUTHOR

Elisabeth Goodman is the Owner and Principal Consultant at RiverRhee Consulting, a consultancy that helps business teams and their managers to enhance their effectiveness for greater productivity and improved team morale. (We use coaching, training, facilitation, mentoring and consulting in our work with our clients.)

Elisabeth founded RiverRhee Consulting in 2009, and prior to that had 25+ years’ experience in the Pharmaceutical Industry in line management and internal training and consultancy roles supporting Information Management and other business teams on a global basis. 

Elisabeth is accredited in Change Management, in Lean Sigma, in Belbin Team Roles, MBTI (Myers Briggs Type Indicator) and is an NLP (NeuroLinguistic Programming) Practitioner.  

She is a member of CILIP (Chartered Institute for Library and Information Professionals) and of APM (Association for Project Management) where she leads the Internal Collaboration theme of the Enabling Change SIG committee.

The Kano model for team building – an alternative application for this Lean Sigma tool


By Elisabeth Goodman, 8th November 2015

The Kano model  is traditionally used as a ‘Voice of the Customer’ Lean Sigma tool

I had the pleasure of co-presenting a seminar with Carl Halford  recently, for the APM (Association for Project Management) Thames Valley Branch, on behalf of the Enabling Change SIG.

The full set of slides and the notes from our event: Process Improvement and Change Management are available on the APM website.

The Kano model is traditionally used in Lean and Six Sigma as a ‘Voice of the Customer’ tool, to understand customer requirements, and to distinguish between the ‘critical’ versus ‘nice to haves’.

Carl used the model for a lively interactive exercise with the delegates, using a dry cleaning business as the basis for the discussion.

The Kano model - illustration by Carl Halford for a Drycleaning model

The Kano model – illustration by Carl Halford for an APM event

Carl’s demonstration was a helpful reminder of how effective the Kano model can be as a tool for stakeholder analysis.

As he said, there can be no debate about the ‘must-haves’, or critical requirements.  If these are not satisfied, then those customers will never come back, and word-of-mouth could be your ruin.

The ‘more is better’ line (which I had learnt about as the ‘it depends’ requirements), are those that may make a difference to customers depending on their circumstances or what else is going on in the store on any particular day.

The ‘delighters’ are the ones that will win your customers’ loyalty, and cause them to recommend you to others.  Of course these ‘delighters’ are also a risk to managing your long-term resources as they may in time become expected ‘must-haves’.

Using the Kano model for team building

What especially peaked my interest was Carl’s suggestion that the Kano model could also be used for team building.

A team might have traditionally used the Kano model as part of a team meeting: to help extract what everyone already knows about their stakeholders, and to agree what other research or conversations might be needed to enhance that understanding.

Using the Kano model for team building works on the premise that each team member is a stakeholder in the team’s success.  Carl mentioned that he tends to use the model for project teams, but it could also be used for an operational team.

Each person is likely to have uniques ‘must haves’, ‘more is better’, and ‘delighter’ expectations.  There will also be some overlaps between what different people want.

I can imagine preparing a wall poster of the Kano model, and issuing each team member with post-it notes to provide the basis for a rich discussion and enhanced understanding of the various perspectives within the team.  If managed well, this might help the team through its ‘storming’ phase of development and pave the way for greater trust and support.

I’m looking forward to giving this alternative application of the Kano model a try, and of course will be curious to hear about anyone else’s experience of this approach.

Elisabeth Goodman is the Owner and Principal Consultant at RiverRhee Consulting, a consultancy that helps business teams and their managers to enhance their effectiveness for greater productivity and improved team morale. (We use coaching, training, facilitation, mentoring and consulting in our work with our clients.)

Elisabeth founded RiverRhee Consulting just under 6 years ago, and prior to that had 25+ years’ experience in the Pharmaceutical Industry in line management and internal training and consultancy roles supporting Information Management and other business teams on a global basis. 

Elisabeth is accredited in Change Management, in Lean Sigma, in Belbin Team Roles, MBTI (Myers Briggs Type Indicator) and is an NLP (NeuroLinguistic Programming) Practitioner.  

She is a member of CILIP (Chartered Institute for Library and Information Professionals) and of APM (Association for Project Management).

Common factors for managing successful change


Reflections prompted by discussions at APM Presents: Project Management in Practice, October 16th, 2014

By Elisabeth Goodman, 25th October 2014

The same issues arise for managing change, whatever the size of the organisation. There are also some common factors for managing successful change, whether the change involved is IT, organisational or process-based.

Delegates during the break out session of the Enabling Change SIG at APM Presents: Project Management in Practice, October 16th, 2014

Delegates during the break out session of the Enabling Change SIG at APM Presents: Project Management in Practice, October 16th, 2014     (Photograph courtesy of Andrew Gray)

I recently co-led a workshop with Neil White of ChangeVista on behalf of the APM’s Enabling Change SIG (Specific Interest Group). Our brief was to provide an introductory level interactive workshop, with delegates from a variety of backgrounds, in 45 minutes, and to be prepared to repeat it, 3 times!

Neil did a great job at consolidating some key principles and perspectives on enabling change into a ten-minute presentation – no trivial task!

I set the delegates the challenge of making a better job of three not unusual scenarios for IT, organisational and process change, using what they had learned from the presentation and what they could learn from each other’s experiences. They did a very good job of it!

(The slides, handouts on the three scenarios and a link to the outputs from the Enabling Change SIG seminar at APM Presents are now available)

The same issues arise in dealing with change whatever the size of the organisation

Paula Baxter, one of the delegates at the event, in her follow-up feedback said: “Found the session earlier really useful, especially hearing how we all go through the same issues with change no matter how small or large the organisation is!”

Effective management of change is about involving and informing the people affected so that they can be navigators rather than victims of change.  And yet this is the part that is often neglected, either deliberately out of a mistaken desire to protect people from unnecessary worry, as in the organisational change scenario used in the workshop; or, as in the case of our IT scenario, out of an assumption that everyone can learn to use new software quickly, easily and in the same way.

There are common factors in managing every type of change

As another delegate mentioned to me, although we were working with three very different scenarios, the same headlines came up in each one in terms of how to achieve more effective management of change. These are just eight of them:

  1. Involve and inform your stakeholders, especially those most directly affected by the change – and do so sooner rather than later
  2. Two-way communication is key and your sponsors can help with this by being visible and accessible. They can also have a positive influence by role modelling the change
  3. Use stakeholder analysis, and training needs analysis to understand the different perspectives and requirements of your stakeholders and to shape your approaches accordingly
  4. Clearly articulate why the change is being introduced (the benefits), and get your sponsors and change agents or champions aligned on these and other key messages (what, who, when, where, how) to communicate about the change
  5. Consider the context for the change:
    • What the change demands in terms of your stakeholders’ behaviours and time, and how that will relate to what else they are doing in their day jobs
    • What other changes are going on that might affect their receptiveness to this particular change (the bigger picture)
  6. Think carefully about motivators and incentives and target them at the right level – they won’t necessarily be the same for everyone
  7. Involve HR (and external consultants / contractors) as appropriate to support but not to lead the change – the sponsors should come from the business
  8. Consider using pilots, and a gradual transition / evolutionary change as an alternative to revolutionary change to minimise the ‘pain’ for those involved, and to get things right

What are your thoughts on common factors for managing successful change?

All in all it was a very enjoyable and stimulating experience. It was very rewarding to see how many common factors for managing successful change the delegates could extract in an intensive 45-minute session. What else could they have identified?

About the author

Elisabeth Goodman is the Owner and Principal Consultant at RiverRhee Consulting, a consultancy that helps business teams and their managers to enhance their effectiveness for greater productivity and improved team morale. (We using coaching, training, mentoring and consulting in our work with our clients.)

Elisabeth founded RiverRhee Consulting just over 5 years ago, and prior to that had 25+ years’ experience in the Pharmaceutical Industry in line management and internal training and consultancy roles supporting Information Management and other business teams on a global basis. 

Elisabeth is accredited in Change Management, in Lean Sigma, in MBTI (Myers Briggs Type Indicator) and is an NLP (NeuroLinguistic Programming) Practitioner.  She is a member of CILIP (Chartered Institute for Library and Information Professionals) and of APM (Association for Project Management) where she now leads the Capabilities & Methods pillar for the Enabling Change SIG.

Empathy – the magical leadership ingredient?


Empathy can make a difference in every situation that we find ourselves in as leaders or managers

I recently read Geoff Crane‘s chapter 55 ‘Empathy in Project Management’ in the ‘Gower Handbook of People in Project Management‘. It’s a very large book, with a wealth of fascinating information, so I’m dipping into it a chapter at a time, and giving myself time to reflect on each one.

I really enjoyed Geoff’s chapter, and believe our ability to be empathetic can make a difference not only in Project Management, but in every leadership or people management role that we may have.

As Geoff explains in his chapter, empathy is different from sympathy in that the ‘listener’ not only acknowledges another person’s (the ‘speaker’s’) emotions but actually connects with them by ‘vicariously experiencing’ their feelings, seeing things through their eyes, or ‘getting into their shoes’.  Empathy requires active listening, picking up things that the other person may not even be saying.

Active listening?

Geoff shares a ‘behavioural change stairway model’ adapted from Vecchi et al.(1)  In it he shows that whilst active listening is a precursor of empathy, empathy in turn leads to rapport and so influence and the ability to effect behavioural change.

So, whilst empathy required us to emotionally connect with the other person, we still need to retain our own sense of self, and this is what enables us, as leaders, to then take some appropriate action to influence the ‘speaker’ to achieve a desired outcome.

This is what I have been reflecting about since I read Geoff’s chapter.

The role of empathy in project and line management

When we are responsible for a project, or for a team, should we be task or people focused?  The answer is both.  But whilst we can delegate aspects of the task management to members of our team, ultimately, the responsibility for the people within the team rests with the manager.  If we don’t recognise and respond to the needs of the individuals within the team, and to the dynamics between them, then we will never achieve a high performing team, or see each individual performing to their full potential.

Some people may think this is ‘too touchy feely’, and that we are all independent grown-ups without the need for ‘molly coddling’, but what is the reality of what happens in teams?  Aren’t the emotions visibly there (or thinly disguised) on a day-to-day basis? So as team leaders, wouldn’t we do better to acknowledge that and work with the emotions rather than ignore them?

(By the way the next chapter I read will probably be number 53, Deanne Earle’s on ‘Emotional Intelligence in Project Management’.  Geoff Crane has put up pictures of all us contributing authors and the themes of our chapters on his website – The Papercut Project Manager.  I also wrote a short blog referencing my chapter on Team Development.)

Empathy in change Management

Our APM Enabling Change SIG committee are currently working on a glossary of terms associated with Change Management.  We’re having a bit of a debate around the definition of ‘resistance’ in Change Management.  Is it a barrier to be overcome, as is commonly described by Change Management practitioners?  Or is it something that, in our role as leaders, we should be helping to surface and understand, so that we can respond to what we learn about the ‘speaker’ and use this not only to influence the ‘speaker’ but also to improve on our Change Management plans?  Isn’t that empathy truly at play?  I take the latter approach in my book ‘The Effective Team’s Change Management Workbook’.

A further thought: change agents recognise the importance of communicating the benefits of change, and of doing it in the context of WIIFM (What’s In It For Me).  There is surely an emotional context to that which requires change agents to empathise with – hence the value of asking such questions as: “If this change was successful for you, what would that look, feel or sound like?”

Empathy makes for better facilitation too!

A recent client very kindly said that he uses me as a facilitator because I understand his organisation and the people within it.  We know that the most effective facilitators disconnect from the content of workshops and discussions that we facilitate, and focus instead on providing the right tools and guiding the dynamics of what’s happening.  We need to tune into the emotions involved, and judge when and how to intervene to help the participants achieve their overall goals.

Empathy also helps us to be effective trainers, mentors and coaches

A friend of ours recently died from cancer.  For a short while he’d taught my daughter to improve her guitar playing.  At his funeral service another student talked about how special our friend had been in effectively being able to empathise with his students and help them to achieve whatever it was that they needed – and it wasn’t just about learning to play the instrument – it was about wider aspects of their lives.  I recognised what he was saying from how I’d seen and heard him work with my daughter.

Isn’t empathy what distinguishes a skillful trainer, mentor or coach from a mediocre one?  Which of your teachers do you remember best?  Was it empathy that distinguished them from the others?

(I wrote more broadly about the qualities of trainers, mentors and coaches, in my RiverRhee Newsletters on the ‘coaching continuum‘.)

With empathy we as leaders can give the people that we work with some of the most valuable gifts in life: the time, the space, and ultimately the skills, to achieve what will help them to be successful as ’empowered’ individuals and as members of our teams.  Doesn’t that make empathy a magical leadership ingredient?

Notes

  1. Vecchi, G.M., Van Hasselt, V.B. and Romano, S.J. (2005).  ‘Crisis (hostage) negotiation: Current strategies and issues in high-risk conflict resolution’, Aggression and Violent Behavior, 10, 533-51.

Elisabeth Goodman is the owner and Principal Consultant of RiverRhee Consulting and a trainer,  facilitator, one-to-one coach, speaker and writer, with a passion for and a proven track record in improving team performance and leading business change projects on a local or global basis. 

Elisabeth is an expert in knowledge management, and is accredited in change management, Lean Six Sigma and MBTI (Myers Briggs Type Indicator).  She has a BSc in Biochemistry, an MSc in Information Science, is a full member of the Chartered Institute of Information and Library Professionals (CILIP) and of the Association for Project Management (APM) and is also a Growth Coach with the GrowthAccelerator.

Elisabeth has 25+ years’ Pharma R&D experience as a line manager and internal trainer / consultant, most recently at GSK and its legacy companies, and is now enjoying working with a number of SMEs and larger organisations around the Cambridge cluster as well as further afield in the UK and in Europe.

Facilitating operational excellence in and for business change projects


Notes from an APM Midlands Branch seminar by Elisabeth Goodman

About 40 people attended this evening seminar in Coventry on 30th January 2014.  The intent was to share a case study based approach of some of my experiences of leading and facilitating operational organisational change projects, and of using Lean and Six Sigma to support organisational change.  It also proved an excellent opportunity for the participants to share some of their experiences, and for all of us to learn from each other.

The delegates present appeared to be a mix of practitioners and consultants in project management, all of whom had encountered Lean and Six Sigma in some form.  It also became apparent as the evening progressed, that many of those present had a real interest in organisational change, with experience of the challenges and some of the successes involved.

Case studies of operational excellence and organisational change with Lean and Six Sigma

My case studies included:

  1. Coordinating a group of cross-organisational champions involved in rolling out Lean and Six Sigma as a way of working in a global Pharmaceutical R&D organisation.  I was also one of a team of four trainers for running three-day (Advocate or yellow belt), and two-week (Expert or green belt) training courses, and coordinated site-based ‘lunch and learn’ sessions for ongoing mentoring of the practitioners.
  2. Leading a global R&D programme consisting of several project work-streams for developing solutions, and implementing new governance and procedures to address the major outcomes of an internal audit.
  3. Project managing the introduction of an operational excellence culture, again using Lean and Six Sigma, for a Contract Research Organisation for pre-clinical studies, in France
  4. Running one-day in-house and off-site courses in Lean and Six Sigma, and in Change Management.

Organisational change case studies

Approaches to Lean and Six Sigma and Change Management in Project Management

It was obviously not practical to go into these approaches in any depth within the time available but my key framework for Lean and Six Sigma projects is the DMAIC framework: Define, Measure, Analyse, Improve, Control.

My approach for Change Management is described in my new book: The Effective Team’s Change Management Workbook .  It addresses the behavioural aspects of change: personal journeys through change; how to move from being a victim or survivor through to being a navigator of change.  Clients I work with have found it very constructive to be able to articulate their concerns in a ‘safe’ environment as well as explore how they could tackle the change in a more positive way.

My approach to change also addresses procedural aspects, for instance using a checklist of questions (why is the change happening – the “burning platform for change”, what are the goals, who will be affected, when, where and how).  Again, my clients have found this relatively simple approach extremely helpful for articulating and gaining alignment on the key messages for their change strategies.

RiverRhee approaches to LSS and Change

I also referred to a previous APM event that my Associate John Riddell and I had led in Stevenage and Norwich a few years ago [Lean Six Sigma and Project Management].  In this seminar we explored the potential intersections and opportunities between Lean and Six Sigma and Project Management.

Riddell and Goodman on LSS and Project Management

Challenges, successes and questions about Operational Excellence and Lean and Six Sigma in organisational change

The participants in the Coventry seminar spent ten or so minutes in ‘huddles’ exploring their challenges, successes and questions and then shared the main themes with the rest of the room.

The challenges discussed included:

  • Change being scary
  • How to articulate the benefits
  • How to gain engagement with both the new processes and the new behaviours involved
  • How to ensure effective and visible leadership
  • How to pull the organisation together and add value quickly when facilitating significant organisational and team change
  • How to communicate the what and the why effectively
  • The importance of thinking about those not used to the world of change that we as practitioners are so well versed in
  • How to start on the right track right from the start in terms of the communication, people and physical aspects of change

The successes were fewer and included:

  • Being able to communicate the what and why of change
  • Ensuring the challenges are not barriers to change
  • Getting over the low points to achieve confidence in the change

Additional questions raised included:

  • How to ensure that the challenges are not barriers
  • How to ensure that the changes continue beyond the life of the project both in terms of culture and in terms of the way the business runs
  • How to accelerate through the change so that the organisation, the people and the processes are all aligned
  • How to apply Lean and Six Sigma in a non-repetitive environment
  • How an individual can use Lean and Six Sigma to make change happen both in their job and in the organisation as a whole
  • How to apply Lean and Six Sigma to services in the public sector
  • Can Lean and Six Sigma be used in IT projects to improve on the benefits delivered
  • How to apply Lean and Six Sigma to specific goals in a global context
  • Hints and tips for success in change projects

Some of these challenges, successes and questions were reflected in the detail of the case studies that I then shared.

Insights from case studies on Operational Excellence and Lean and Six Sigma in organisational change

It would take another blog or in-depth white paper to go into the detail of what I presented, so I am only posting the main slides here.  Do post a comment of anything you heard that you would like to highlight if you were at the event, or get in touch with me if you would like to learn more about what I covered.

Operational Excellence learnings

LSS in organisational change

RiverRhee one day LSS courses

RiverRhee one-day change management courses

Learnings, take-aways and further questions discussed

Sponsorship. A theme that sparked a lot of interest was that of sponsor turnover and the importance of getting the right sponsor with the right level of commitment.  Participants thought that there might be a tipping point: when the project is far enough along, or there are sufficient numbers engaged for the sponsorship to no longer be such a key factor for success.  The importance of having strong senior sponsorship may also vary with the scale of the organisation, or of the change involved.

Certainty and Control.  What makes change scary for people is not knowing what is going to happen, and what is happening not being under their control.  Even if the news is bad, knowing it is better than the guessing and rumours that go on with a lack of information.  Lean and Six Sigma approaches give people the opportunity to influence the change.  Using representatives / champions supports two-way flows of information.  Focus groups can also be a good way to involve people.

Lean and Six Sigma can be applied in non-repetitive, creative and service environments.  There is an excellent book by Michael George, Lean Six Sigma for Service that I’ve also referenced in a previous blog [Lean Six Sigma in R&D and service delivery].  My experience of working with scientists in drug discovery, and with people in finance and human resources is that there are always some processes in every type of work that can benefit from being simplified and streamlined to free up creativity.  For the discovery biologists it was the critical review of their cascade of assays for evaluating new chemical compounds as potential drug candidates.

People who ‘get it’ live it.  One delegate was particularly taken by this phrase: finding such people makes our work as change agents easier.  They are certainly the champions or sponsors to start with, especially in organisations that are “too busy” firefighting (and rewarding firefighting [Getting it right rather than firefighting]) to take the time to apply Lean and Six Sigma to make more time.

Effective organisational change is not easy!  There will always be complications and questions to answer to enable the smooth running of organisational change programmes and projects. However, some of those present, who were early on in managing their change projects, were reassured by the fact that the evening’s discussion confirmed that they were going about things the right way.

A good fit with the new APM Enabling Change Specific Interest Group

This was an excellent occasion for the chairman of the new APM Enabling Change SIG, Martin Taylor, to share a few words about the scope, status and next steps for this group, and I will also be sharing these notes from the seminar with my colleagues on the committee.

Notes

The full presentation of Facilitating Operational Excellence in and for business change projects can be viewed on SlideShare.

Elisabeth Goodman is the owner and Principal Consultant of RiverRhee Consulting and a trainer, facilitator, one-to-one coach, speaker and writer, with a passion for and a proven track record in improving team performance and leading business change projects on a local or global basis. 

Elisabeth is an expert in knowledge management, and is accredited in change management, Lean Six Sigma and MBTI (Myers Briggs Type Indicator).  She has a BSc in Biochemistry, an MSc in Information Science, is a full member of the Chartered Institute of Information and Library Professionals (CILIP) and of the Association for Project Management (APM) and is also a Growth Coach with the GrowthAccelerator.

She is currently a committee member for the APM East of England branch, and for the APM Enabling Change Special Interest Group.