Programme Assurance Resources
What is Change Management?
The information in this guide is intended for general purposes only. For more specific guidance around your organisationās projects, please get in touch with our team.
In this section, you will find:
- Facilitating a move from the status quo
- Change at the project level vs. organisation level
- The process of change management
- Getting support for change
- Why might there be resistance in the organisation?
- Common reasons for a change process to fail
- Independent guidance around change
- Where to next?
- Latest Programme Assurance Articles
The Greek philosopher Heraclitus is quoted for what we often see as āThe only constant in life is changeā (or close variants). For a business that wishes to grow, improve, or just remain relevant, the same rings true – change needs to be bedded into the very DNA of the organisation.
But the need for change and improvement, especially in a large, long-standing business, is often at odds with the natural human tendency to resist changes that will upset our daily routine or frame of reference. Itās this discomfort when mishandled that can lead to large numbers of people exiting a business going through a merger or making big changes to the way it operates.
As one can imagine, the impacts of change can be significant and negative if improperly handled. This is why the discipline and practice of good change management is increasingly important to every organisation.
Change management isnāt just about softening the blow and protecting staff. The process of influencing change has plagued organisations for decades. Great ideas that will support growth and success will often fizzle out and fail to see the light of day. Becoming an organisation with good change management means having the people and processes in place where strategic goals can be realised and the status quo can be affected positively without severely impacting culture, people, or performance.
In this guide weāll talk about the practice of change management in more detail, and why programmes in organisations need to prioritise this.
Facilitating a move from the status quo
The potential for a business to improve its performance, whether thatās financial, efficiency, sustainability, or culture is typically driven by those in leadership. They will have the most context in the lead up to an organisational change. The challenge is supporting those who are responsible for day to day operations, front line staff and those managing them directly.
A poorly communicated change, even if the change is relatively minor, can cause a number of issues:
- The expected behaviours or adoption of systems or processes fails to embed.
- The team doesn’t know how to apply or adapt to the change.
- Lack of understanding leads to resentment by the team.
- The importance of the change is missed and therefore not treated seriously.
- The status quo is retained until the change is better communicated or attached to personal / team KPIs.
The purpose of good change management is to prepare the team, provide all the information required to understand the reasoning and offer ongoing support throughout the change.
Change at the project level vs. organisation level
Itās important to understand the distinction between an organisational change and a project change. Despite there being a difference, project changes are ultimately part of an organisational change to a certain degree.
When we talk about change management (or change control) in a project management context, this has more to do with the scope of the project and taking this through a process of review and updating the scope and subsequent delivery that takes place. In some cases this change can be significant, but in many cases itās simply a matter of ensuring the project delivers the best possible outcomes based on shifting factors (technology, approach to implementation, people etc).
Change management for an organisation is about shifting or improving a process, system or mindset the business has. Sometimes confusingly, the instrument of change at the organisation level is a programme or project. But considering the impact of the change at the organisational level vs. project level is to think about the change felt by the entire business vs. just the project delivery and sponsors.
Organisational change happens much slower usually, as the process it goes through to be embedded has many more considerations and needs broad consultation. It will impact the day to day operations of the business, even if subtly. Since everyone experiences change differently, organisational change requires more business-wide communications and involvement from everyone.
Project change can largely occur between those responsible for the direction and delivery of the projectās outcomes. That change could be something like the addition of a few elements of functionality in a customer portal, or the use of a particular database system over another. Ultimately the project and its parent programme will still be designed to achieve a certain strategic outcome, so the change likely wonāt be felt far and wide through the organisation immediately.
The process of change management
Change management requires a number stages – which there are well-documented models for. However at a high level, the practice involves:
- Understanding the change required within the organisation – establishing the existing situation, identifying the issues to be addressed.
- Developing a strategy to bring about the required changes to address the issue(s) – could be anything from new teams to updated systems to policies.
- Establishing the change – empowering and equipping leaders and support team members to implement this change, along with onboarding them with processes and platforms that make up the change.
- Ongoing support and monitoring – ensure that the changes are truly embedded in the business and ultimately represent the new status quo.
Those responsible for change management may not do all of these things directly, but they will be responsible for coordinating and facilitating these steps, in amongst the approach or model theyāve adopted.
Getting support for change
Support for a change is a complicated process. Many times the resistance to change in a business is less about the change itself and more about the way in which it is communicated. Weāve seen first hand reasonably soft changes be met with strong resistance, and significant evolutionary changes be adopted and celebrated by staff. The communication and support around the change must be prioritised.
Thereās a number of things that organisations do to manage change well. These include:
- Making sure everyone in the business understands the strategic direction of the organisation theyāre working for. This removes surprises or helps contextualise decisions that are made.
- Providing ample communications at every stage of the change, as far back as possible including the assessment of the change and qualifying whatās required. This takes the people in the business on the journey, so when decisions are made they know why.
- Ensuring the change and its impacts are made relevant to each team through their own leader, but through relevant senior leaders as well. The same people attached to organisation-wide comms speaking to individual teams about their role and impact can help to reinforce their importance to and understanding of the change. It also shows a degree of respect and consideration to each team and specific concerns or thoughts they may have.
- Having an effective feedback loop for people to voice thoughts or questions. Some changes may undergo further refinements once rolled out en masse. An organisation who can remain faithful to their strategic objective but nimble to fine tuning the change after roll out will garner more respect from its people who ultimately will see their feedback manifest in visible changes.
- Involve stakeholders in things theyāll be responsible for managing going forward. The change management personnel and the stakeholders in the business (including leaders of business units) need to be working side by side. As soon as thereās an āus vs. themā dynamic, the change is on shaky ground.
Why might there be resistance in the organisation?
Itās very common for the people in your business to react with some caution or even negatively as a default. This includes management who are affected by, but are not the catalyst for the change. Resistance may be greatly reduced through proper preparation and communication.
Sometimes the resistance will be due to parts of the business simply not agreeing with the change. Unfortunately there are situations where the change has been accurately scoped and needs to proceed, but will have unavoidable impacts on certain people, such as the way they approach their job, or even the culture brought about by the change. Obviously the goal of any change process is to minimise damage to the business including losing its people. The communication aspect of change management isnāt just about telling the business whatās happening – itās about listening and giving clear rationale to groups or individuals who are openly resistant to the change.
In other situations, the change may not feel well-considered and your people may see potential impacts that havenāt been outwardly acknowledged. This is good resistance to encounter as it can potentially avoid even bigger problems down the track.
Your own company culture can even play a part in resistance to change. Comprehensive change management will consider the existing culture as carefully as it does processes, systems and other operations. If your culture is based upon a set of principles (officially or otherwise), changes that require modifications to human behaviours are going to come up against those principles. If managed properly, the change will feel complementary to the existing culture (unless the change is rooted in adjusting the culture itself of course).
Common reasons for a change process to fail
Failure occurs in change-based programmes for a multitude of reasons. Many of these are shared with typical failure signs in a programme or project. Hereās just some of these:
The change wasnāt carefully considered against the organisationās needs, so is not feasible in practice.
The change implemented is not aligned with the strategic objectives and needs of the business.
Thereās a lack of stakeholder or sponsor engagement from an early stage of the change roll out.
The change is expected to manifest in the business, but lacks a substantial implementation plan.
There are no measures in place to indicate success or progress.
Thereās no ongoing support to ensure the change is embedded long term.
The scope of change and requirements to roll out change is incomplete and thus can fail due to unforeseen risks or budget blowouts.
You can read more about project failure in our dedicated article here.
Independent guidance around change
Change is usually realised via a programme or project. There are a number of elements that organisations need to get right in order for the change programme or project to be successful. The challenge that businesses come up against is the inability to see all factors clearly when their people are right in the middle of the work. By engaging external quality assurance with expertise in programme planning, governance and delivery, your organisation can identify vulnerabilities or considerations that otherwise may not have been found.
We at IQANZ are a team made up of people whoāve been involved in all elements of a change programme, and apply our experience and proven methodologies to help our client make the right moves.
Donāt underestimate the benefit of executing a change properly, and conversely, the risks associated with an ill-thought out change. Partnering with a good quality assurance provider can give you that peace of mind.
Where to next?
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