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Managing Change from the Front Lines When an improvement feels like an aggravation

In response to a change in your firm, have you ever:
• Kept quiet about your doubts?
• Implemented a “work-around” to avoid new processes?
• Started looking for another job?

Successful organizational change requires effective, active support across a firm. When plans stall or disappoint, it’s normal for front-line employees to feel frustrated.

You might believe you’re stuck with a less than perfect solution, but you do have options to improve the situation.

1. Try an anthropological approach.
What was the manager or firm trying to achieve with the change? How does it relate to long-term goals? Observe how people answer the question and listen to the language they use. The organizational view will reveal the context for why certain decisions were made. This will help you make sense of your role in the “big picture”. It will also identify what you might need to prepare for down the road.

2. Speak the truth of your day-to-day work.
If you have a trusting relationship with your direct supervisor, describe how the change impacts your work. Be specific – which systems, teams and people are involved? What are the biggest roadblocks? Focus on facts, not opinions.

Sometimes, when you quantify what’s happening, you’ll realize that the impact isn’t as big as you thought even though your feelings about it are strong.

Also, your supervisor might be genuinely unaware of the consequences of the change.

By communicating your perspective, you’ll also help executive decision makers see how their vision is (or is not) being fulfilled by highlighting reality, rather than rationale. For example, what were the milestones and metrics of success? And what really happened?

According to Prosci (pronounced pro-sigh), the largest research and training organization involved in the “people side of change”, only 44% of organizations measure whether change is occurring at an individual level.

3. Get involved.
If a change implementation plan was created, ask your manager if you can review it. Offer a post-mortem to explain how the reality of your experience differs from what was intended and what could be considered next time.

Organizational change is usually an iterative process. You might be able to join a user-testing or advisory group in planning the next phase of a roll-out.

When front-line employees don’t know why a change was made, or if they don’t believe in the ultimate goal, they often disengage from activities that support it. Apathy, learned helplessness and cynicism (the three horsemen of the organizational culture apocalypse) are often the result. Individuals can help improve the situation, but it takes courage to speak up and try a different approach than usual.

Change Manager Certification Helping clients create individual and organizational change

Professional firms constantly face changes in the business environment. Both the pace and complexity of these changes are increasing, which requires organizations to have a structured approach. This not only assures clients, employees and partners of your commitment to excellence; it also reduces risk through careful planning. In the end, it costs less, too.

In May 2018, Bellwether Strategies principal consultant Natasha Chetty completed the Prosci (pronounced “pro-sigh”) change management certification program in Banff, Alberta.

Change management is often described as “the people side” of project management.

Benefits for Bellwether Strategies clients include:

  • A structured approach to facilitate change initiatives of any size, from  a simple work process change to enterprise technology updates.
  • Customizable tools and resources based on credible research
  • Integration with project management capabilities within client firms
  • Training opportunities for firm managers

The certification complements Natasha’s background in strategic planning, communications and legal project management skills training.  She looks forward to working with clients on organizational change initiatives, individual development and other projects that demand a thoughtful approach to transition and, ultimately, continued success.

A Simple Formula for Change Turn good ideas into good strategies

Q. How do you get a lawyer to change?

A. Hire a different one.

The executive who told me this joke thought it was hilarious. I cringed. I knew she wasn’t alone in her opinion about the perceived pace of change amongst professionals.

Whether your firm sets out to implement new software, improve client satisfaction or change another aspect of operations, you will need to plan the initiative well in advance.

One classic organizational development theory suggests a simple formula for success:

 

Let’s break it down.

D = Desire for change.The pain of not changing must be greater than the pain of changing. You need to be willing to search for alternatives to the current situation. E.g. when a client threatens to move because your bills always require adjustments or clarification.

Caution: others might not see the need for change as clearly as you do. Be patient and build trust.

V = Vision of a preferred future. What do you want to achieve together? How is it better? E.g. improve quality assurance and, therefore, client loyalty.

Caution: forcing people to adopt changes rarely works. Involve firm members in creating a shared vision instead.

F = First steps. Ask people to describe the reality of their experience. What processes do they currently follow? What works/doesn’t work well? Encourage firm members to self-identify potential improvements and make the tentative first steps together. E.g. create a pilot project team that comprises lawyers, finance staff and clients.

Caution: people get frustrated when they want change and are able to articulate it, but can’t see a path out of the current situation. Keep communicating.

Desire, vision and first steps must be greater than:

R = Resistance. Firms don’t resist change; people do. Gauge the nature and degree of potential resistance through two-way communication. E.g. Supplier and client relationships might need to be renegotiated or accounting staff roles might require adjustment.

Caution: without metrics, you won’t be able to identify ongoing resistance or trouble spots. Show people how far they’ve already progressed.

If D x V x F > R, then your firm will achieve Change.

A final takeaway: This formula can be applied to almost any change initiative, at any stage. It works best when shared with a team to determine if a transition is on track or whether interventions such as further communications, investments or training are necessary.

 

 

 

 

 

 

 

 

 

 

 

To Succeed Where Others Fail Planning a strong start to your firm’s transformation

Almost 70 percent of organizational change initiatives fail. At that rate, you might wonder why professional firms – which are notoriously change resistant – would try at all. But they do. And some even succeed, thanks to a disciplined design process.

Change can evoke pain, loss and uncertainty. All too often, change initiatives are communicated in a way that causes people to feel defensive, rather than inspired.

Perhaps it’s a matter of taxonomy; “transformation” or “evolution” might be better descriptions of the adjustments that many firms need to undertake to improve performance and profit.

Regardless of how your initiatives are labelled, Linda Ackerman Anderson and Dean Anderson, authors of The Change Leaders Roadmap, say that true breakthroughs require attention to three critical and interdependent areas:

  1. Content: clarifying what must change in your firm in terms of strategy, business structures, etc.
  2. People: understanding the human dynamics of resistance to change, mindsets, politics, motivational factors, skills training, culture, etc.
  3. Process: how the change is governed, designed, paced and course-corrected.”

Most of us spend too much on focused on content and not enough on people or process, which sets good ideas up for failure (Anderson et. al., 2010).

It’s much less messy to plot out a flow chart of an improved staffing strategy or software implementation, than it is to engage people in conversations about adjusting attitudes and letting go of long-held beliefs.

All stakeholders should be involved in designing and implementing changes, albeit at different levels.

Don’t fool yourself into presenting your brilliant vision at a staff meeting and thinking that it will be meaningful to people hearing it for the first time. They won’t execute a plan just because it looks good on paper.

Principles for a successful transformation strategy:

  • Design a disciplined process that checks assumptions and engages potential resisters right from the start so they can avoid the victim’s narrative of being cut out of the discussions.
  • Bring in a cross section of associates, staff, administrative leaders, clients and others as you design your initiative. They might not have power within the traditional sense of firm politics, but they are on the front lines. They know things partners don’t know.
  • Map out the consequences on your operating structure, systems and relationships. Create scenario models and validate them with the people who would be involved, adjusting your process according to their feedback.
  • Create a compelling rationale that appeals to emotion and logic. If it doesn’t resonate with every individual from the mailroom to the managing partner, reframe it or reconsider it.
  • Acknowledge anxiety. Your soothsayer powers are limited when it comes to determining how clients, regulators, courts and financial markets will evolve in the next year. People will be nervous about what lies ahead and mournful of the past, but they will also provide insight if you give them a chance.
  • Walk the talk. Ask what you need to do in order to be seen as credible in your leadership of the initiative, even though the answer could be scary.
  • Implement a strong communications plan. Change initiatives require leaders to receive at least as much as they transmit, to publicize successes and failures and to help people learn to make the most of the transformation.
  • Re-examine incentives. Are you compensating people for taking smart risks acquiring skills and persevering, or are you compensating them for doing the same old thing?

Successful transformations ask people to think differently and behave differently. It isn’t enough to say that you’re open to change; you have to actually experiment with it and coach your team through the steps. There is no other way to prompt innovation. Done well, change initiatives can energize your firm and propel it forward. You might never look back, except to say “what took us so long?”.

The Trust Imperative: Part II

Last week, I published the first half of my interview with Aneil Mishra, Ph.D.. Mishra is a respected author and business school professor who studies the link between trustworthiness, leadership and organizational performance. He discussed the four main qualities of trustworthy leaders – reliability, openness, competence and compassion – and his latest research regarding which of these qualities might matter most in the current economy. Read more